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Verify SEC Filing Claim

verify_sec_filing_claim
Read-onlyIdempotent

Verify whether a company's official SEC filing supports a specific financial claim. Input ticker or CIK plus claim. Returns filing/XBRL evidence and supported, contradicted, insufficient-evidence, or explicit ambiguity/failure states. Not a market-data feed or investment advice.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
cikNoSEC Central Index Key. Provide ticker or CIK.
claimYesOne atomic financial claim to check against official SEC filings.
periodNoOptional period hint such as latest quarter or FY2025.
tickerNoIssuer ticker symbol. Provide ticker or CIK.
filing_typeNoOptional filing hint such as 10-Q or 10-K.
fiscal_yearNoOptional fiscal year.
fiscal_quarterNoOptional fiscal quarter such as Q1.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
cikYes
claimYes
periodYes
tickerYes
companyYes
verdictYes
evidenceYes
period_endYes
filing_dateYes
filing_typeYes
source_urlsYes
period_startYes
retrieved_atYes
source_statusYes
service_versionYes
reasoning_summaryYes

TDQS

A4.4/5.0
Behavior4/5

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

Annotations already declare readOnlyHint, openWorldHint, idempotentHint, and destructiveHint=false, so the description doesn't need to repeat those. It adds behavioral context by specifying return states (supported, contradicted, insufficient-evidence, ambiguity/failure) and mentions evidence types (filing/XBRL). This exceeds the baseline without contradicting annotations.

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 two sentences with no redundancy. It front-loads the core purpose, then quickly notes input requirements and output states. Every clause earns its place, making it tightly written and easily scannable.

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

Completeness4/5

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

Given the tool's moderate complexity (7 parameters, 1 required) and the existence of an output schema, the description covers essential usage context (input identifiers, output categories, and limitations). It doesn't dive into parameter nuances, but the schema handles that, and the description is sufficient for an agent to decide when and how to invoke this tool.

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

Parameters4/5

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

With 100% schema description coverage, the baseline is 3. The description adds value by clarifying that 'ticker or CIK' are alternative identifiers and that 'claim' is the primary input, which maps directly to the schema's required field. This is a useful clarification beyond the schema's per-field descriptions.

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

Purpose5/5

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

The description clearly states the tool's function: verify whether a company's official SEC filing supports a specific financial claim. It uses a specific verb ('verify') and resource ('SEC filing'), and distinguishes itself from market-data feeds and investment advice, making its purpose unambiguous.

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

Usage Guidelines4/5

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

The description implies usage context (verifying financial claims against SEC filings) and explicitly states what it is not (market-data feed, investment advice), which provides exclusionary guidance. However, it does not explicitly name alternatives or provide when-not-to-use scenarios, though no siblings exist.

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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TDQS

A4.1/5.0
Disambiguation5/5

With only one tool, there is no possibility of confusion or overlap. The tool's purpose is clearly defined and distinct.

Naming Consistency5/5

The single tool name 'verify_sec_filing_claim' follows a clear verb_noun pattern and is descriptive. Naming consistency is trivially maintained with one tool.

Tool Count2/5

A single tool for SEC filing verification is extremely thin for a server. While the tool is substantive, the server likely needs additional tools (e.g., get_filing, list_filings) to be useful, making the count feel insufficient.

Completeness2/5

The tool covers a specific verification workflow but lacks supporting operations like retrieving filings or searching across companies. The surface is severely limited for the stated domain, leaving agents with no way to explore or cross-check beyond the single claim verification.

Resources