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Edgar & Edgarette: SEC Filing Boards

get_brand_record

Answers: what is this company’s brand record, as filed? For any US SEC filer (name, ticker or CIK): every name it has filed under with dates (renames told apart from style-only changes), tickers and exchanges, and its brand-moving 8-K filings (officer changes, charter amendments, acquisitions, control changes, material agreements, cybersecurity incidents), each linked to the filing, with a one-line answer and a citation line for media. From SEC EDGAR via POPS4. Free, CC BY 4.0.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
companyYescompany name, ticker or CIK

Schema Changelog

Changes observed during successful MCP inspections.

  1. Added

TDQS

A3.6/5.0
Behavior4/5

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

With no annotations, the description carries the full burden and does well: it discloses the data source (SEC EDGAR via POPS4), the licensing terms (Free, CC BY 4.0), the composite nature of the record, and what each result contains including a one-line answer and citation line. It does not state rate limits or explicitly confirm the read-only/no-side-effect profile, but a 'get_... as filed' retrieval makes that largely self-evident.

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 the question it answers, then a single dense sentence enumerating scope and outputs. It is long and list-heavy with some redundancy ('brand record' echoed by 'brand-moving 8-K filings'), but every clause adds substantive content rather than filler.

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?

There is no output schema, so the description must explain return values, and it does: names with dates, rename-vs-style distinction, tickers/exchanges, categorized 8-K filings linked to source, plus one-line answer and citation line. Source, license, and input scope are all covered, leaving nothing material an agent needs to call it 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 'company' parameter is fully documented in the schema. The description's '(name, ticker or CIK)' restates the schema description rather than adding format, disambiguation, or edge-case meaning, so the baseline 3 applies.

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?

States a specific verb+resource ('what is this company's brand record, as filed') and enumerates the concrete contents: filing names with dates, tickers/exchanges, and brand-moving 8-K categories. An agent can distinguish it from narrower siblings like get_charter_amendments or get_mergers, though it never explicitly names those siblings even though their subject matter overlaps with what this tool returns.

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 scopes the input ('for any US SEC filer (name, ticker or CIK)') but gives no when-to-use vs when-not guidance and does not route to alternatives such as get_charter_amendments or get_mergers for single-facet questions. Usage is only inferable from the stated scope, with no exclusions.

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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