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Edgar & Edgarette: SEC Filing Boards

get_company_performance

Edgar & Edgarette performance card for any SEC filer (name, ticker or CIK): recent filings, then an actuarial-style reading of its audited 10-K figures (exposure, experience, credibility, an if-the-pace-held range, cautions). Every figure is the company's own, from SEC EDGAR, with source links. Reporting, not investment advice. From POPS4; confirmations: Jenny Huang Goodman MPA MSc MHSA, Principal.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
priceNooptional share price YOU supply. Adds price/earnings, price/book, price/sales, dividend yield and market value, computed from that price and the company's filed per-share figures. The price is never stored or published; the card sources none.
companyYescompany name, ticker or CIK

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed1 schema field changed
    • addedInput schema / properties / price
      Added value: +{
      +  "description": "optional share price YOU supply. Adds price/earnings, price/book, price/sales, dividend yield and market value, computed from that price and the company's filed per-share figures. The price is never stored or published; the card sources none.",
      +  "type": "number"
      +}
  2. First observed

TDQS

A4.3/5.0
Behavior4/5

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

With no annotations provided, the description carries the full burden. It discloses that the tool reports rather than advises, that figures come from SEC EDGAR with source links, and that the optional price is never stored or published. It also names the data source (POPS4) and a confirming principal. It does not disclose rate limits, failure modes, or what happens for non-filers, but the core behavioral traits are well covered.

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 single, information-dense paragraph that front-loads the core purpose and then adds relevant details. Every sentence earns its place, though the closing attribution ('From POPS4; confirmations...') is slightly tangential for an agent selecting the tool. Still, it is compact and well-ordered.

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?

For a read-only reporting tool with no output schema, the description covers the input (company), the optional parameter (price), the output contents (filings, actuarial reading, source links), and the safety profile (reporting, not advice). It lacks explicit pagination or error-handling details, but the tool's scope is simple enough that the description is largely complete.

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 description coverage is 100%, so the schema already documents both parameters. The description adds meaning by explaining what the optional price enables (price/earnings, price/book, etc.) and that the price is not stored or published. This goes beyond the schema's basic parameter descriptions, though it doesn't add syntax or format details for the company parameter.

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 names a specific verb ('get') and resource ('performance card for any SEC filer'), and enumerates the card's contents (recent filings, actuarial-style reading of 10-K figures, source links). It clearly distinguishes itself from sibling tools like get_agreements or get_auditor_watch by focusing on company-level performance rather than a specific filing type or event.

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 states the tool works for any SEC filer identified by name, ticker, or CIK, and clarifies the optional price parameter's role. It does not explicitly name sibling alternatives or state when not to use it, but the context signals and sibling list make the use case clear enough. A small gap: no explicit exclusion like 'for event-specific data, use get_agreements'.

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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