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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. Changed3 schema fields changed
    • addedInput schema / properties / limit / maximum
      Added value: +100
    • addedInput schema / properties / limit / minimum
      Added value: +1
    • changedInput schema / properties / limit / type
      Previous value: -"number"New value: +"integer"
  2. First observed

TDQS

B3.4/5.0
Behavior3/5

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

Annotations already declare readOnlyHint=true, idempotentHint=true, and destructiveHint=false, so the safety profile is fully carried by structured fields. The description adds no behavioral context beyond annotations — no ordering of "recent", no pagination behavior, no rate limits — but the annotation coverage lowers the bar, keeping this at a minimum-viable 3.

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?

Three short sentences with the core action front-loaded and no filler. Slightly redundant in re-listing form types already enumerated in the schema, which keeps it just below a 5.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness3/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For a simple read-only list tool with annotations covering safety and no output schema, the description is adequate but thin. It omits the most valuable disambiguation — how this differs from edgar_filings_by_form_type and other EDGAR siblings — and says nothing about result ordering despite the "recent" framing.

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 all four parameters (limit, form_type, identifier, start_date) are already documented with examples and ranges. The description only restates form types and identifier formats that the schema already provides, adding no new semantics; 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?

The description states a specific verb and resource ("List recent SEC filings for a company") and names the key filters, so the purpose is unambiguous. However, it does not distinguish itself from the near-identical sibling edgar_filings_by_form_type, which appears to cover much of the same ground.

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?

It gives implicit guidance on inputs ("Use ticker or CIK as identifier") and lists filterable form types, but never states when to choose this tool over alternatives such as edgar_filings_by_form_type, edgar_full_text_search, or edgar_company_facts. Usage is implied rather than differentiated.

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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