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edgar_recent_filings

Read-onlyIdempotent

List recent SEC filings for a company. Filter by form type (10-K, 10-Q, 8-K, 4, DEF 14A, etc.) and start date. Use ticker or CIK as identifier.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNoMaximum rows to return (default 25, max 100).
form_typeNoOptional form type filter (e.g. '10-K', '10-Q', '8-K', '4').
identifierYesTicker symbol or CIK. Examples: 'AAPL', '0000320193'.
start_dateNoOptional ISO date lower bound (YYYY-MM-DD).

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A3.8/5.0
Behavior3/5

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

Annotations already convey readOnly, idempotent, open-world, and non-destructive behavior. The description adds minimal behavioral context beyond that, such as the concept of recency and filtering. It does not describe ordering, pagination, or result shape, but given the strong annotation coverage this is acceptable.

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?

Three short sentences, with the main action first, then filtering options, then identifier instructions. Every sentence adds useful information and there is no redundant or promotional language.

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 straightforward read-only list tool with fully documented parameters, the description is complete enough for correct invocation. It could be slightly improved by distinguishing itself from edgar_filings_by_form_type or noting what fields the returned filing list includes, but no critical invocation detail is missing.

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 the schema already documents all four parameters. The description adds a little natural-language clarification with additional form type examples and the ticker-or-CIK guidance, but it does not materially extend the schema's meaning.

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 clearly states a specific action and resource: 'List recent SEC filings for a company.' It also gives useful details on filters and identifier formats. It does not explicitly distinguish itself from similar siblings like edgar_filings_by_form_type, 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 Guidelines4/5

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

The description provides clear usage context: use it to list recent SEC filings and optionally filter by form type or start date. It does not mention when not to use it or name alternatives, but the intended scenario is well implied by the opening sentence.

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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