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Livermore

Server Details

US insider trades (SEC Form 4) and 13F institutional holdings incl. superinvestors. Free, no key.

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Status
Healthy
Last Tested
Transport
Streamable HTTP · MCP 2025-11-25
URL

TDQS

A4.4/5.0

Scored across 9 tools

Disambiguation5/5

Each tool targets a clearly distinct resource and action: coverage metadata, insider screens, raw insider trades, single institution details, stock overview, stock holders, superinvestor activity, superinvestor list, and entity search. Potential overlap is explicitly resolved in descriptions, such as get_stock directing users to get_stock_13f_holders for full lists.

Naming Consistency5/5

Tool names follow a consistent snake_case verb_noun pattern: get_ for data retrieval, list_superinvestors for enumeration, and search for lookup. Even longer names like get_stock_13f_holders remain readable and predictable.

Tool Count5/5

Nine tools is well within the ideal range for this domain. The count covers the server's stated scope—insider filings, 13F holdings, superinvestors, and search—without redundant or unnecessary tools.

Completeness5/5

The tool surface supports the core read-only workflows end to end: search to discover entities, insider trades and lists, stock-level summaries, institution and holder detail, and superinvestor activity. Coverage metadata explicitly identifies unavailable datasets, and pagination handles large result sets, so there are no obvious dead ends.

Available Tools

9 tools
get_data_coverageData coverage and freshnessA
Read-onlyIdempotent
Inspect

What data Livermore has and how fresh it is: the Form 4 filing-date range, the 13F quarters loaded (with the number of filers), the latest complete 13F quarter, the number of curated superinvestors, the last successful data updates (ISO 8601 UTC), the update schedule, datasets not available yet (13D/13G, Form 144, Congress trades) and the usage limits of this server. Call it to check whether a date or quarter is covered.

ParametersJSON Schema
NameRequiredDescriptionDefault

No parameters

Output Schema

ParametersJSON Schema
NameRequiredDescription
f13Yes
form4Yes
limitsYes
sourcesYes
websiteYes
docs_urlYes
llms_txt_urlYes
superinvestorsYes
update_scheduleYes
not_yet_availableYes
last_successful_updateYes

TDQS

A4.4/5.0
Behavior4/5

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

The annotations already declare readOnly, idempotent, and non-destructive behavior, and the description adds useful context: ISO 8601 UTC timestamps, update schedule, unavailable datasets, and server usage limits. It does not contradict the annotations, though it reads more as a contents list than a deep behavioral contract.

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?

The description is one dense sentence, but it is front-loaded with 'What data Livermore has and how fresh it is' and every listed item adds relevant context. It could be split into shorter sentences for readability, but nothing is wasted.

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?

For a no-argument, read-only metadata call with an output schema, this is complete: it explains what data is covered, freshness details, update schedule, known gaps, and usage limits, and it tells the agent when to call it.

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?

There are zero parameters and the schema is empty, so the description cannot add parameter-level detail. It appropriately uses its space to describe what the endpoint reports rather than parameter syntax.

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 names the resource ('data coverage and freshness') and uses a specific verb ('get'), then enumerates exactly what is reported: Form 4 ranges, 13F quarters, superinvestor counts, and update schedule. This makes it easy to distinguish from sibling data-query tools like get_insider_trades or get_stock.

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?

It explicitly gives an actionable trigger: 'Call it to check whether a date or quarter is covered.' It does not name sibling alternatives or state when not to use it, but for a metadata/coverage endpoint the intended usage is clear.

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

get_insider_listsInsider trading screensA
Read-onlyIdempotent
Inspect

Ready-made insider trading screens, the same lists as livermore.club/en/insiders: cluster-buys (companies where 3 or more different insiders bought on the open market in the last 30 days, ranked by total value; returned in companies), ceo-cfo-buys (CEO or CFO open-market purchases of $25,000 or more in 30 days, newest first), top-buys-week and top-buys-month (largest open-market purchases filed in the last 7 or 30 days), top-sells-week and top-sells-month (largest open-market sales). Windows count back from now by SEC filing time. Non-derivative transactions only; rows flagged as price outliers, duplicate filings (the same trade reported again in a later filing) and issuers without a ticker are excluded. Trade rows have the same fields as get_insider_trades. Amounts in USD. At most 200 rows.

ParametersJSON Schema
NameRequiredDescriptionDefault
listYescluster-buys, ceo-cfo-buys, top-buys-week, top-buys-month, top-sells-week or top-sells-month.
limitNoMaximum rows to return (1-200, default 25).

Output Schema

ParametersJSON Schema
NameRequiredDescription
urlYes
listYes
titleYes
tradesYes
companiesYes
definitionYes
window_daysYes

TDQS

A4.1/5.0
Behavior4/5

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

Annotations already indicate read-only and idempotent, so the description does not need to repeat that. The description reveals useful behavioral constraints: non-derivative transactions only, row filtering for price outliers and duplicate filings, and exclusion of issuers without a ticker. It also specifies the output is in USD and limited to 200 rows, which adds transparency beyond annotations.

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?

The description is reasonably concise, packing a lot of information into a few sentences. It is front-loaded with the core purpose, then details the lists, and finally the technical constraints. There is some redundancy with the schema (repeating list names), but overall it is efficient.

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?

The description is fairly complete for a read-only tool with a simple output schema. It explains the filtering rules, the meaning of windows, and the row limitaving. The only possible missing context is the exact field list for the returned trades, but it references get_insider_trades for that, so an agent can look it up. This is sufficient.

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?

The input schema already provides a comprehensive description for each parameter: the 'list' parameter has an enum with all allowed values and a description repeating them, and the 'limit' parameter has range and default. The description adds clarity by explaining what each list returns and the underlying logic, but it doesn't add new semantic meaning to the parameters themselves. Given 100% schema coverage, a baseline of 3 is appropriate.

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 purpose: provides ready-made insider trading screens with specific list names and their definitions. It references the livermore.club website and explicitly lists all six screen types, making it evident what each list returns. This goes beyond a generic statement of 'get insider lists'.

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 explains the meaning of each list and the criteria (e.g., cluster-buys, ceo-cfo-buys, top-buys-week etc.), which helps agents select the appropriate list. It also notes that windows count back from now by SEC filing time and provides details on transaction types. However, it does not explicitly mention when to use this tool versus alternatives like get_insider_trades, but the context is clear enough.

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

get_insider_tradesInsider trades (Form 4)A
Read-onlyIdempotent
Inspect

Insider transactions from SEC Form 4 filings (coverage starts July 2021; updated daily). One row per filing and transaction type: same-day lots are combined, avg_price_usd is value-weighted, value_usd is the USD total, shares_owned_after is the holding after the last lot, ownership_change_pct is the change in the insider's holding in percent (null = new position or not computable). Filter by ticker, insider_cik, filing-date range, codes, the primary insider's role and minimum value. Without ticker or insider_cik the query is market-wide and limited to 30 days of filings (default: last 7 days). Codes: P = open-market or private purchase, S = sale, A = grant or award, D = disposition to the issuer, F = shares withheld for taxes, G = gift, M = option exercise under a company plan, X = in-the-money exercise, C = conversion, W = inheritance, J = other. Default codes P and S. Dates are YYYY-MM-DD; filed_at is ISO 8601 UTC and filed_date its US Eastern date; backfilled filings may only have the date (filed_at at midnight Eastern). price_outlier is true when the reported price or value is not reliable (a typo, a wrong unit or a foreign company's home-market shares priced in local currency instead of US dollars); avg_price_usd and value_usd are then as filed, and the site leaves these rows out of rankings and totals. rule_10b5_1 is null for filings before 2023. Each row links to livermore.club (url) and the SEC filing (sec_url). At most 200 rows per call; use page for more.

ParametersJSON Schema
NameRequiredDescriptionDefault
toNoLatest SEC filing date, YYYY-MM-DD, inclusive.
fromNoEarliest SEC filing date, YYYY-MM-DD (US Eastern).
pageNoPage number starting at 1; each page has `limit` rows. Check has_more.
sortNofiled = newest filing first (default); trade_date = most recent trade date first; value = largest USD value first (rows flagged as price outliers or duplicate filings are left out).filed
codesNoForm 4 transaction codes to include, e.g. ["P"] for purchases only, or "all". Default ["P","S"] (open-market purchases and sales).
limitNoMaximum rows to return (1-200, default 25).
rolesNoKeep rows whose primary reporting owner has any of these roles: ceo, cfo, director, officer, owner10 (10% owner). Empty = any role.
tickerNoOnly this company's filings (all share classes of the issuer), e.g. AAPL or BRK.B.
insider_cikNoOnly filings on which this insider (reporting owner) appears, across all companies. Get the CIK from search.
min_value_usdNoMinimum transaction value in USD (rows without a price are then excluded).

Output Schema

ParametersJSON Schema
NameRequiredDescription
urlYes
noteYes
pageYes
rowsYes
limitYes
scopeYes
stockYes
filtersYes
insiderYes
has_moreYes

TDQS

A4.8/5.0
Behavior5/5

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

Annotations already mark the tool as read-only and idempotent, and the description adds substantial behavior: row consolidation semantics, value weighting, price outlier handling, backfilled filing date caveats, rule_10b5_1 null behavior, URL fields, and a 200-row pagination cap. This is far beyond the annotation baseline.

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 long but densely packed and front-loaded with the core purpose, then row semantics, constraints, codes, dates, outliers, and pagination. Each clause earns its place and no words are wasted.

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?

For a 10-parameter, 0-required tool with an output schema, the description is unusually complete: it covers defaults, edge cases, date/timezone details, code meanings, outlier flags, pagination, and returned fields. An agent has everything needed to invoke it correctly.

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

Parameters5/5

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

Although schema description coverage is 100%, the description enriches every parameter group: it explains the meaning of transaction codes, the date format and timezone handling, the scope of ticker and insider_cik filters, and the impact of min_value_usd. This adds real selection value beyond the schema.

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 opens with 'Insider transactions from SEC Form 4 filings,' naming a specific verb, resource, and data source. It clearly differentiates from sibling tools like get_stock and get_insider_lists by focusing on Form 4 filing transactions.

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 gives concrete usage context: it explains market-wide queries require a 30-day window, defaults to 7 days, and defaults to P/S codes. It doesn't explicitly name alternative tools, but the operational guidance is clear enough for an agent to decide when to call this endpoint.

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

get_institution13F institution and its holdingsA
Read-onlyIdempotent
Inspect

One 13F filer (an institution or a curated superinvestor) by SEC CIK: names (and the superinvestor's manager and style), the quarters it filed (newest 12, with quarters_total: number of positions, portfolio value in USD, filing time, amendments), and its holdings for one quarter (default: the latest it filed) with shares, market value in USD at quarter end, pct_of_portfolio (percent) and the change versus the previous calendar quarter (new/added/reduced/unchanged, share_change_pct in percent). Also returns the 10 largest positions sold out that quarter and the 10 largest option positions (put/call market value), each with its total count. Portfolio value counts long positions and excludes options. If the institution did not file the previous quarter, changes and sold-out positions are not reported. Securities without a ticker (bonds, some ETFs and foreign shares) have url null. At most 200 holdings per call; use page.

ParametersJSON Schema
NameRequiredDescriptionDefault
cikYesSEC CIK of the 13F filer, e.g. 0001067983 (Berkshire Hathaway). Get it from search.
pageNoPage number starting at 1; each page has `limit` rows. Check has_more.
sortNovalue = largest market value first (default); shares; change = largest share increase first; pct = largest share of the portfolio first.value
limitNoMaximum rows to return (1-200, default 25).
quarterNoQuarter to show, e.g. 2026-q2. Default: the latest quarter this institution filed.

Output Schema

ParametersJSON Schema
NameRequiredDescription
urlYes
noteYes
periodYes
optionsYes
quarterYes
summaryYes
holdingsYes
quartersYes
sold_outYes
institutionYes
quarters_totalYes
previous_quarterYes
changes_availableYes
previous_quarter_filedYes

TDQS

A3.9/5.0
Behavior5/5

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

The description discloses substantial non-obvious behavior beyond the annotations: portfolio value excludes options, changes and sold-out positions are omitted if the prior quarter was not filed, ticker-less securities have null URLs, and the hard cap of 200 holdings with pagination. This is exactly the kind of context that helps the agent anticipate results.

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?

The description is a dense single paragraph, but nearly every clause carries distinct information and there is no filler. It is front-loaded with the core resource, though its run-on structure prevents it from being a model of concise clarity.

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?

For a tool with this complexity, the description covers all major output areas: identity, quarter history, holdings, changes, sold-out positions, options, valuation edge cases, and pagination. The output schema still exists to carry formal return structure, but the description leaves no major practical gap.

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?

Schema coverage is 100%, which sets a baseline of 3. The description adds meaningful behavior around the quarter parameter (defaults to latest filed quarter) and clarifies pagination/output semantics like pct_of_portfolio and share change, so it earns one point above baseline.

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 states a specific verb-resource relationship: it retrieves one 13F filer by SEC CIK and details the names, quarters, holdings, sold-out positions, and options. It is clear and specific, but it does not explicitly contrast this tool with siblings like get_stock_13f_holders or get_superinvestor_activity, so it stops short of a 5.

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

Usage Guidelines2/5

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

The description gives no guidance on when to choose this tool over alternatives or when not to use it. It mentions defaults and a pagination instruction ('use page'), but that is operational details, not usage context or exclusions.

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

get_stockStock overviewA
Read-onlyIdempotent
Inspect

Overview of one US-listed stock: company facts (SEC name, CIK, exchange, SIC industry, other share classes), open-market insider activity in the last 90 days (Form 4 codes P and S, non-derivative: number of filings and total USD), institutional ownership from 13F for the latest complete quarter (number of holders, total shares and market value in USD, and the previous quarter for comparison), and the curated superinvestors holding it (shares, market value, pct_of_portfolio = percent of that superinvestor's 13F portfolio). A quarter is complete once its 45-day filing deadline has passed and the data is loaded; in_progress_quarter is a newer quarter still being filed. Share classes (GOOG/GOOGL, BRK.A/BRK.B) are separate tickers because 13F reports each class separately. Use get_insider_trades and get_stock_13f_holders for the full lists.

ParametersJSON Schema
NameRequiredDescriptionDefault
tickerYesStock ticker, e.g. AAPL or BRK.B (share classes use a dot; BRK-B also works).

Output Schema

ParametersJSON Schema
NameRequiredDescription
cikYes
f13Yes
sicYes
urlYes
nameYes
activeYes
tickerYes
exchangeYes
industryYes
holders_urlYes
insiders_urlYes
superinvestorsYes
sec_filings_urlYes
insider_activityYes
other_share_classesYes

TDQS

A4.6/5.0
Behavior5/5

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

Annotations already mark the tool as read-only and idempotent, and the description adds non-obvious behavioral details: the 90-day insider lookback, latest complete versus in-progress quarters, and the reason share classes are treated as separate tickers. This is valuable context beyond the annotations, with no contradiction.

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?

The description is dense but organized by data category, with the core purpose front-loaded. It is longer than the minimum, but each clause carries meaningful distinguishing information, so the length is justified.

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?

The description covers the tool's scope, data definitions, edge cases like share classes and in-progress quarters, and explicitly routes to sibling tools for more detailed lists. With an output schema present and read-only annotations, an agent has everything needed to invoke this tool correctly.

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 coverage is 100%, and the single ticker parameter is already well-described with examples and dot-notation handling. The description reinforces that share classes are separate tickers and that the stock must be US-listed, but it adds little beyond what the schema already provides.

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 opens with 'Overview of one US-listed stock' and enumerates the exact data sections returned: company facts, insider activity, 13F ownership, and superinvestor holdings. It also distinguishes itself from sibling full-list tools by explicitly naming get_insider_trades and get_stock_13f_holders.

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?

The description sets clear scope ('US-listed stock', one ticker) and provides explicit routing guidance: 'Use get_insider_trades and get_stock_13f_holders for the full lists.' The quarter-completeness note also sets expectations about data freshness, which helps an agent decide whether this overview is sufficient.

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

get_stock_13f_holders13F institutional holders of a stockA
Read-onlyIdempotent
Inspect

Institutions that reported holding a stock in their 13F-HR filings for one calendar quarter (default: the latest complete quarter; 13F is filed up to 45 days after quarter end and covers long positions in US-listed securities only). Each row: institution, shares, market value in USD at quarter end as reported, pct_of_portfolio (percent of that institution's 13F portfolio), and the change versus the previous calendar quarter (action new/added/reduced/unchanged/sold_out, share_change, share_change_pct in percent). Institutions that held the stock last quarter and filed this quarter without it are listed after the holders as sold_out; institutions that held it last quarter but have not filed this quarter yet are listed at the very end as not_filed (not a sale, shares and value null). Totals (holders, shares, value_usd) cover all holders, not just this page. Multiple CUSIPs of the same ticker are combined. changes_available is false (and the change fields are null) when the previous quarter cannot be compared; note explains incomplete or still-filing quarters. At most 200 rows per call; use page.

ParametersJSON Schema
NameRequiredDescriptionDefault
pageNoPage number starting at 1; each page has `limit` rows. Check has_more.
sortNovalue = largest market value first (default); shares = most shares; change = largest share increase first. Sold-out holders are always listed last.value
limitNoMaximum rows to return (1-200, default 25).
tickerYesStock ticker, e.g. AAPL or BRK.B (share classes use a dot; BRK-B also works).
quarterNoQuarter to show, e.g. 2026-q2. Default: the latest complete quarter.

Output Schema

ParametersJSON Schema
NameRequiredDescription
urlYes
nameYes
noteYes
pageYes
rowsYes
sortYes
limitYes
periodYes
sharesYes
tickerYes
holdersYes
quarterYes
has_moreYes
previousYes
value_usdYes
previous_quarterYes
changes_availableYes
in_progress_quarterYes
latest_complete_quarterYes

TDQS

A4.4/5.0
Behavior5/5

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

Description adds rich behavioral detail far beyond the annotations: sold_out vs not_filed ordering, CUSIP combining, changes_available false condition, totals covering all holders, pagination cap. Annotations already declare read-only/idempotent, so the description's extra nuance about data structure and edge cases is valuable and non-contradictory.

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?

The description is long but highly information-dense; every clause serves the agent (sold_out handling, not_filed semantics, change availability, pagination). It is front-loaded with the core purpose and then systematically covers edge cases, making it efficient despite its length.

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?

With an output schema present, the description correctly explains output-specific nuances (sold_out, not_filed, changes_available) that the schema cannot convey. It covers all behavioral caveats an agent needs to correctly interpret results and paginate.

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 a baseline of 3 is appropriate. The description does not add meaning beyond what each parameter's schema already states; it mentions pagination and has_more but that is output-related. The ticker format example (BRK.B) is already in the schema description, so no extra lift.

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 states a specific verb-resource pair ('Institutions that reported holding a stock in their 13F-HR filings') and immediately scopes it to one calendar quarter and US-listed long positions. It clearly differs from siblings like get_insider_trades or get_institution, even without naming them, because the 13F-HR focus is 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 provides strong context on when the tool is applicable: default quarter, filing delay, coverage scope (US-listed long positions). However, it does not explicitly name alternative tools or state conditions for using a sibling instead. This is a minor omission given the highly specific name and scope.

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

get_superinvestor_activitySuperinvestor quarterly buys and sellsA
Read-onlyIdempotent
Inspect

What the curated superinvestors bought and sold in one quarter according to 13F, compared with the previous calendar quarter (default: the latest complete quarter). Without superinvestor_cik: most_bought (stocks the most superinvestors opened or added to), most_sold (reduced or sold out) and per-superinvestor counts of new/added/reduced/sold-out positions. With superinvestor_cik: that superinvestor's individual moves grouped by action, largest positions first (shares_change_pct in percent for added and reduced). Only superinvestors that filed both quarters are compared; added and reduced are decided by share count, not value. Securities are merged by ticker (CUSIP when there is none). 13F is filed up to 45 days after quarter end.

ParametersJSON Schema
NameRequiredDescriptionDefault
limitNoMaximum rows per list (1-50, default 25).
quarterNoQuarter to compare with the previous calendar quarter, e.g. 2026-q2. Default: the latest complete quarter that can be compared.
superinvestor_cikNoShow this superinvestor's individual moves instead of the cross-superinvestor summary.

Output Schema

ParametersJSON Schema
NameRequiredDescription
urlYes
periodYes
quarterYes
most_soldYes
most_boughtYes
superinvestorYes
by_superinvestorYes
previous_quarterYes
superinvestors_comparedYes

TDQS

A4.4/5.0
Behavior4/5

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

Annotations already establish read-only/idempotent behavior. The description adds valuable behavioral context beyond that: comparison basis (share count not value), security merging (ticker/CUSIP), filing delay (45 days after quarter end), and the grouping/ordering of individual moves. No contradictions with annotations.

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?

The description is longer than average but every sentence contributes: it covers purpose, both modes, comparison rules, data source, and timing. The front-loaded purpose sentence orients the agent immediately, and the subsequent detail is organized logically. Slightly dense but not wasteful.

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?

For a read-only, idempotent data retrieval tool with a full output schema and 100% parameter coverage, the description covers all agent-relevant details: default behavior, variant behavior, data merging, comparison criteria, and data freshness. Nothing essential is missing for correct invocation.

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?

Schema coverage is 100% so parameters are already documented. The description adds extra meaning: it explains what changes when superinvestor_cik is provided (grouped by action, largest positions first, shares_change_pct in percent) and clarifies that quarter defaults to the latest comparable quarter. This exceeds the schema explanations.

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 states a specific verb and resource: 'what the curated superinvestors bought and sold in one quarter according to 13F'. It also distinguishes from siblings like get_insider_trades (insider trades, not 13F) and get_stock_13f_holders (single stock holders, not quarterly changes). The two modes (with/without superinvestor_cik) are clearly laid out.

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 explains when to use each mode (default summary vs. individual moves with superinvestor_cik) and caveats like 'only superinvestors that filed both quarters are compared'. It does not explicitly name sibling tools to avoid, but the context is clear enough for an agent to select this over other 13F-related tools.

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

list_superinvestorsCurated superinvestorsA
Read-onlyIdempotent
Inspect

The curated list of superinvestors (well-known long-term investors such as Warren Buffett's Berkshire Hathaway, Bill Ackman's Pershing Square, Li Lu's Himalaya Capital) with their latest 13F quarter: portfolio value in USD (long positions, excluding options), number of positions, filing date, and the 3 largest holdings with pct_of_portfolio (percent). Sorted by portfolio value. Names are in English with Chinese names in name_zh and manager_zh. source_cik is set when the latest quarter was filed under a predecessor CIK (pass it to get_institution to see that quarter). Use get_institution(cik) for full holdings and get_superinvestor_activity for what they bought and sold in a quarter.

ParametersJSON Schema
NameRequiredDescriptionDefault

No parameters

Output Schema

ParametersJSON Schema
NameRequiredDescription
urlYes
countYes
superinvestorsYes

TDQS

A4.5/5.0
Behavior4/5

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

Annotations already declare readOnlyHint=true, destructiveHint=false, and idempotentHint=true, so safety is covered. The description adds meaningful behavior beyond annotations: sorting by portfolio value, exclusion of options, Chinese name fields, and the predecessor CIK behavior. It does not contradict annotations, and the added context enriches the agent's understanding without relying on the schema.

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?

The description is dense but each sentence earns its place: main purpose, data fields, sorting, naming, predecessor CIK, and alternatives. It is front-loaded with the primary function and avoids redundancy. Slightly long but not wasteful.

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?

With no parameters and an output schema present, the description covers all essential call-time information: what data is returned, sorting, edge case of source_cik, and pointers to sibling tools. It does not mention pagination or rate limits, but those are less critical given the tool's simplicity and the output schema's coverage.

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 has zero parameters, so the baseline is 4. There is nothing for the description to add beyond what the schema provides (which is empty). The description appropriately explains the data structure instead, which is not parameter-related. No issues.

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+resource: 'list the curated list of superinvestors' with detailed data fields (portfolio value, positions, filing date, top holdings). It clearly distinguishes from siblings by mentioning get_institution and get_superinvestor_activity for different needs, so an agent can tell it apart.

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?

Explicitly directs when to use alternatives: 'Use get_institution(cik) for full holdings and get_superinvestor_activity for what they bought and sold in a quarter.' Also explains the source_cik caveat, leaving no ambiguity about when to use this tool versus siblings.

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

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections.

  1. 9 tool updates
    • First observedget_data_coverage
    • First observedget_insider_lists
    • First observedget_insider_trades
    • First observedget_institution
    • First observedget_stock
    • First observedget_stock_13f_holders
    • First observedget_superinvestor_activity
    • First observedlist_superinvestors
    • First observedsearch

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