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Search funds/managers

institutional_list_funds
Read-onlyIdempotent

Searches institutional investment managers (13F filers) by free text or CIK.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
cikNoCentral Index Key of the fund.
limitNoMaximum number of results, 1 to 500 (default 50).
queryNoFree-text fund or manager name, e.g. Bridgewater.
cursorNoOpaque cursor from meta.next_cursor of the previous page.

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

B3.4/5.0
Behavior3/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already declare readOnlyHint=true, openWorldHint=true, and idempotentHint=true, so the description does not need to repeat safety details. The description adds only that it searches by free text or CIK; it does not explain result format, pagination, or rate limits, which would be helpful given the lack of an output schema.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is a single clear sentence that front-loads the action and resource. Every word earns its place with no redundancy.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness2/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

The tool has four parameters, no output schema, and no annotations about return format, yet the description omits pagination behavior, result shape, and how to use the cursor. For a search tool whose output schema is absent, the description is too thin to fully guide correct invocation.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 100%, so the schema fully documents the four parameters. The description mentions free text and CIK but does not add syntax, examples, or interplay between parameters beyond what the schema provides, making the baseline 3 appropriate.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description uses a specific verb 'Searches' and a clear resource 'institutional investment managers (13F filers)', and mentions the two lookup methods (free text or CIK). It distinguishes itself from sibling lookups like institutional_get_fund_holdings and institutional_list_holdings, but does not explicitly name those siblings.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description implies when to use it: searching for managers by name or CIK. However, it does not state when to use this versus other institutional disclosure tools, nor does it describe exclusions, pagination flow, or prerequisites.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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