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Insider Transaction Workflow

load_insider_workflow
Read-onlyIdempotent

Load insider workflow for Form 3/4/5, insider buy/sell, cluster buy, 13D/G. REQUIRES get_database_schema then get_query_patterns to be called first (in that order). Call BEFORE writing SQL when the user asks about insider transactions, insider buying/selling, Form 3 initial holdings, Form 4/5 transactions, cluster buying, executive purchases, officer sales, 10b5-1 plans, activist stakes, 13D/G filings, beneficial ownership, "who is buying/selling", or "track this insider across companies". Can be combined with other workflow tools.

Input Schema

NameRequiredDescriptionDefault

No arguments

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed1 schema field changed
    • changedOutput schema / (root)
      Previous value: -{
      -  "properties": {
      -    "result": {
      -      "type": "string"
      -    }
      -  },
      -  "required": [
      -    "result"
      -  ],
      -  "type": "object",
      -  "x-fastmcp-wrap-result": true
      -}New value: +null
  2. Changed2 schema fields changed
    • addedInput schema / additionalProperties
      Added value: +false
    • removedOutput schema / description
      Removed value: -"Generic wrapper for non-object return types."
  3. Added

TDQS

A4.6/5.0
Behavior4/5

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

Annotations already declare readOnlyHint, idempotentHint, destructiveHint=false and openWorldHint=false, so the safety profile is covered. The description adds genuinely useful behavioral context beyond that: the mandatory call-order dependency and the fact that it can be combined with other workflow tools. It stops short of describing any output, but with annotations carrying the safety profile this is solid.

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

Conciseness4/5

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

Front-loaded with purpose, then prerequisites, then trigger scenarios, so a reader gets the essentials immediately. The long list of trigger keywords is verbose but earns its place for a discovery/router tool where recall matters.

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

Completeness5/5

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

Complete for a zero-parameter workflow loader: it tells the agent what it loads, what must precede it, when to invoke it, and that it composes with other workflow tools. No output schema is needed for a tool that just primes the agent with guidance.

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?

The tool takes zero parameters and the schema is fully described, so there is nothing for the description to compensate for; the 0-param baseline of 4 applies.

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?

States a specific verb ('Load') and resource ('insider workflow') and enumerates the exact domains it covers (Form 3/4/5, insider buy/sell, cluster buy, 13D/G). This clearly distinguishes it from the sibling workflow loaders like load_earnings_workflow or load_filing_workflow.

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

Usage Guidelines5/5

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

Gives explicit prerequisites with ordering ('REQUIRES get_database_schema then get_query_patterns in that order'), timing ('Call BEFORE writing SQL'), and a rich set of trigger scenarios including natural-language phrasings ('who is buying/selling'). Nothing about when to select this tool is left to inference.

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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