get_fundGet a bounded public fund portfolio by SEC CIK, including filing metadata, positions, moves and history counts.
| Name | Required | Description | Default |
|---|---|---|---|
| cik | Yes | SEC CIK, with or without leading zeroes. | |
| move_limit | No | ||
| history_limit | No | ||
| position_limit | No |
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already declare readOnly, openWorld, idempotent, not destructive. Description adds 'bounded' implying limits, which aligns with parameters. Adds moderate context beyond annotations.
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?
Single sentence with clear structure, no redundancy. Could be slightly more detailed without becoming verbose.
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?
Output schema exists but content unknown. Annotations cover safety. Description adequately explains core functionality but lacks detail on parameter behavior and response structure.
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 coverage is 25% (only cik described). Description hints at parameters via 'positions, moves and history counts', but doesn't explain the limit parameters explicitly. Compensation is partial.
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?
Description clearly states it retrieves a bounded public fund portfolio by SEC CIK, listing included data types. While it doesn't explicitly differentiate from sibling get_* tools, the term 'fund portfolio' implies a specific resource.
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?
No guidance on when to use this tool versus alternatives like get_stock or list_funds. No when-not-to-use or prerequisite information provided.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
Add one secure layer between your agents and this server.
Most tools have distinct purposes, but there is potential confusion between get_confluence_signals and get_signal_history (both dealing with signals) and between get_fund and get_stock (both about holdings). Descriptions help clarify, but minor overlap remains.
All tool names follow a consistent verb_noun pattern (e.g., get_fund, list_funds, preview_watchlist) and use snake_case throughout, making them predictable and easy to understand.
With 13 tools, the server is well-scoped for its domain of 13F filings and research. Each tool serves a clear function, and the count is neither too sparse nor overwhelming.
The tool set covers key operations like listing funds, getting holdings, signal history, and quality warnings. However, it lacks a tool for searching tickers or funds by name, which could be a minor gap for some use cases.