SEC fundamentals point in time: first reported, known as of a date, every restatement.
Scored across 7 tools
Each tool has a distinct output shape and use case: find_company for identity, list_concepts for available metrics, history for time series, known_as_of for point-in-time snapshots, cross_section for peer comparisons, restatements for changed values, and vintages for revision history. Some conceptual overlap remains around point-in-time/restatement queries, but the descriptions clearly differentiate them.
All names use snake_case, but the conventions are mixed: find_company and list_concepts are verb_noun, while cross_section, history, known_as_of, restatements, and vintages are nouns or adjective phrases. The names are still readable and not chaotic.
Seven tools is well-scoped for a specialized SEC/XBRL fundamentals service, with each tool covering a distinct analytical need. There is no obvious redundancy or missing basic operation that would require additional tools.
The surface covers discovery, concept metadata, time-series history, point-in-time snapshots, cross-sectional peer analysis, restatement detection, and vintage revision history. Minor gaps exist, such as assembling a full financial statement in one call, but the core point-in-time fundamentals workflow is covered.
Get one measure for up to 50 companies as filed by a date: each one's latest period, its value then, and whether it was later restated. For point-in-time peer and factor work.
| Name | Required | Description | Default |
|---|---|---|---|
| as_of | Yes | Only filings on or before it count. | |
| concept | Yes | Plain name (revenue, eps_diluted, assets; follows tag changes) or XBRL tag (Revenues). | |
| periods | No | annual (default) or quarterly. | |
| companies | Yes | Tickers, CIKs or names. |
| Name | Required | Description |
|---|---|---|
| rows | No | |
| as_of | No | |
| limits | No | |
| columns | No | |
| concept | No | |
| meaning | No | |
| missing | No | |
| companies | No | |
| truncated | No | |
| next_offset | No |
Find a company's SEC CIK and tickers by name, ticker or CIK. The other tools also take a name as company.
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | Default 8. | |
| query | Yes | Name (Exxon Mobil), ticker or CIK. |
| Name | Required | Description |
|---|---|---|
| rows | No | |
| query | No | |
| total | No | |
| limits | No | |
| columns | No | |
| meaning | No | |
| resolved | No | |
| truncated | No | |
| next_offset | No | |
| ticker_holder | No |
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already declare readOnlyHint=true, openWorldHint=true, idempotentHint=true, and destructiveHint=false, covering the safety profile. The description adds nothing beyond that – no note on open-world lookups, result ambiguity, or match behavior. It does not contradict annotations, so no flag.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Two very short sentences, front-loaded with the core purpose. The trailing sibling remark is of limited value but costs little space; sizing is appropriate.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
An output schema exists, so return values need not be explained, and annotations carry the safety profile. The description covers the core lookup and inputs adequately; only guidance on result handling/open-world behavior is missing.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 100%: both query and limit are documented in the schema. The description's mention of 'name, ticker or CIK' duplicates the schema's query description without adding format or semantics. Baseline 3 for fully documented parameters.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
States a clear verb+resource ('Find a company's SEC CIK and tickers') and specifies the accepted input identifiers (name, ticker, CIK). It does not differentiate from siblings like cross_section or history, but those appear to be unrelated data-retrieval tools rather than overlapping lookups.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The second sentence 'The other tools also take a name as company' is an observation about sibling tools, not guidance on when to use this tool. No when-to-use, when-not, or alternative-selection guidance is given.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
Get one measure over time, newest first: as first reported (default), as latest filed, or as known on as_of, each with its filing and whether it later changed.
| Name | Required | Description | Default |
|---|---|---|---|
| unit | No | Default: the unit with most periods. | |
| as_of | No | Only filings made on or before this date count, for every basis. | |
| basis | No | first_reported (default), latest, or as_of (default when as_of is set). | |
| limit | No | Default 20, newest first. | |
| company | Yes | Ticker (AAPL), CIK or company name. | |
| concept | Yes | Plain name (revenue, eps_diluted, assets; follows tag changes) or XBRL tag (Revenues). | |
| periods | No | annual (default), quarterly, or all (adds year-to-date). |
| Name | Required | Description |
|---|---|---|
| rows | No | |
| basis | No | |
| total | No | |
| limits | No | |
| columns | No | |
| company | No | |
| concept | No | |
| meaning | No | |
| snapshot | No | |
| truncated | No | |
| next_offset | No |
Get what a company had reported as of a date: per measure, the latest period filed by then, its value, and whether it was later restated; optionally ratios from those filings. For point-in-time backtests.
| Name | Required | Description | Default |
|---|---|---|---|
| as_of | Yes | Decision date: only filings on or before it count. | |
| ratios | No | Adds margins, ROE, ROA, leverage, free cash flow. | |
| company | Yes | Ticker (AAPL), CIK or company name. | |
| periods | No | annual (default) or quarterly. | |
| concepts | No | Default: ten common measures. |
| Name | Required | Description |
|---|---|---|
| rows | No | |
| as_of | No | |
| limits | No | |
| ratios | No | |
| columns | No | |
| company | No | |
| meaning | No | |
| missing | No | |
| snapshot | No | |
| truncated | No | |
| next_offset | No |
List the XBRL concepts a company reports and the plain names it supports, with units, periods, date range and restated-period counts.
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | Default 40. | |
| offset | No | next_offset from the last page. | |
| search | No | Words in concept names or labels, e.g. revenue. | |
| company | Yes | Ticker (AAPL), CIK or company name. |
| Name | Required | Description |
|---|---|---|
| rows | No | |
| limits | No | |
| columns | No | |
| company | No | |
| matched | No | |
| meaning | No | |
| concepts | No | |
| snapshot | No | |
| truncated | No | |
| next_offset | No | |
| plain_names | No |
List periods whose value changed in a later filing, with first and latest values, % change and cause (stock splits left out by default). Omit concept to scan everything.
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | Default 25, newest first. | |
| since | No | Only periods ending on or after. | |
| offset | No | next_offset from the last page. | |
| company | Yes | Ticker (AAPL), CIK or company name. | |
| concept | No | Default: every concept. | |
| periods | No | annual (default), quarterly, or all (adds year-to-date). | |
| include_splits | No | Also list stock-split changes; default false. | |
| min_change_pct | No | Minimum absolute change, % of first value. |
| Name | Required | Description |
|---|---|---|
| rows | No | |
| limits | No | |
| changed | No | |
| columns | No | |
| company | No | |
| meaning | No | |
| scanned | No | |
| snapshot | No | |
| truncated | No | |
| next_offset | No |
List every filing that reported one period of one measure, oldest first: the revision history behind a number.
| Name | Required | Description | Default |
|---|---|---|---|
| end | Yes | Period end. | |
| unit | No | Default: the unit with most periods. | |
| start | No | Period start, when several periods share the end (quarter vs year-to-date). | |
| company | Yes | Ticker (AAPL), CIK or company name. | |
| concept | Yes | Plain name (revenue, eps_diluted, assets; follows tag changes) or XBRL tag (Revenues). |
| Name | Required | Description |
|---|---|---|
| rows | No | |
| limits | No | |
| columns | No | |
| company | No | |
| concept | No | |
| meaning | No | |
| snapshot | No | |
| truncated | No | |
| filing_url | No | |
| next_offset | No |
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
cross_sectionfind_companyhistoryknown_as_oflist_conceptsrestatementsvintagesVerified SEC filing data for US equities: fundamentals, point-in-time values, 13F holders, insiders
Point-in-time, survivorship-free SEC EDGAR fundamentals + smart-money signals for AI agents.
Point-in-time SEC financials API + MCP: XBRL as first reported, EDGAR times. 100 free/day.
US stock fundamentals: SEC financial statements, valuation series, summaries, screens, chart images.
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