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Edgar & Edgarette: SEC Filing Boards

Brand record: every name a filer has used with the SEC

get_brand_record
Read-onlyIdempotent

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

NameRequiredDescriptionDefault
companyYescompany name, ticker or CIK

Schema Changelog

Changes observed during successful MCP inspections.

  1. Added

TDQS

A4/5.0
Behavior5/5

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

Annotations already confirm this is a read-only, idempotent, non-destructive, open-world lookup. The description adds meaningful context beyond annotations: SEC EDGAR via POPS4, free CC BY 4.0 licensing, linked filings, a one-line answer, and a citation line for media.

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 purpose and answer are front-loaded, and the description is dense with relevant return details. It is a long run-on sentence, but most of the content earns its place by specifying exactly what the brand record contains.

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 no output schema, the description carries the burden of explaining returns and does so thoroughly: name history, renames versus style-only changes, tickers and exchanges, brand-moving 8-K categories, links, and citation format. Source and licensing are also included, making it complete for an agent to call 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 only parameter is already documented as accepting a company name, ticker, or CIK. The description repeats that same input guidance without adding syntax, format, or validation details beyond the schema.

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 resource and scope: a company's SEC brand record, including every filed name with dates, tickers/exchanges, and brand-moving 8-Ks. It is clear what the tool returns, but it does not explicitly distinguish itself from nearby sibling tools such as get_sweep_record or watch_company.

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 gives implied usage context by saying it works for any US SEC filer identified by name, ticker, or CIK. It does not state when to choose this tool over siblings or when not to use it, leaving routing to the agent.

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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