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Executive and Board Changes

GetExecutiveChanges
Read-only

Get a company's executive and director changes — CEO/CFO/officer/board appointments, resignations, terminations, and retirements — as disclosed in its 8-K Item 5.02 filings, newest filing first. Each change carries the person's name, the role text exactly as filed, a separate normalized role classification, the action, the effective date when stated, the verbatim disclosure, and the source filing (form + link). Changes are extracted from the filings' narrative text and verified before publication. Coverage is still back-filling: the output names the oldest covered filing date, and an empty answer distinguishes 'covered filings disclose no changes' from 'filings not yet processed'.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
actionNoOptional action filter: Appointed, Resigned, Terminated, or Retired.
tickerYesStock ticker symbol (e.g., AAPL, MSFT).
endDateNoOptional newest filed date, YYYY-MM-DD.
startDateNoOptional oldest filed date, YYYY-MM-DD.
maxResultsNoMaximum changes to return (default 25, cap 100).

TDQS

A4.5/5.0
Behavior5/5

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

Annotations already declare readOnlyHint=true and destructiveHint=false, and the description adds valuable behavioral context: extraction from narrative text, verification before publication, newest-first ordering, and a back-filling coverage caveat that explains empty results. No contradiction with annotations.

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?

The description is front-loaded with the core purpose, then details return fields, source, and coverage caveat. Every sentence earns its place, and the length is justified by the lack of an output schema and the need to explain empty-result semantics.

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

Completeness5/5

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

With no output schema, the description fully compensates by enumerating returned fields (person, role text, normalized role, action, effective date, verbatim disclosure, source filing) and clarifying ordering and coverage limitations. It is sufficiently complete for an agent to invoke and interpret results correctly.

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?

Input schema covers all 5 parameters with descriptions at 100% coverage, so the description need not repeat parameter details. It mentions action filter values and date fields contextually but adds no new syntax or semantics beyond the schema; baseline 3 is appropriate.

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?

Description uses a specific verb ('Get') with a clearly defined resource ('executive and director changes') and narrows scope via '8-K Item 5.02 filings' and 'newest filing first'. This distinguishes it from sibling tools like GetExecutiveCompensation.

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 sets clear expectations about the data source, ordering, and coverage caveat, which helps an agent decide when to use it. It does not explicitly name alternatives or state exclusions, but the purpose is specific enough to imply appropriate use.

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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TDQS

B3.4/5.0
Disambiguation4/5

Most tools have clearly distinct purposes, with detailed descriptions that cross-reference related alternatives. A few near-duplicate names could cause misselection, notably SearchDocument versus SearchDocuments and GetCftcPositioning versus GetLatestCftcPositioning.

Naming Consistency5/5

Tool names consistently follow a VerbNoun camelCase pattern: Get for retrievals, Search for discovery, List/Read for document access, and Add/Close/Remove/Update/Watch/Create/Delete for portfolio mutations. Despite the large count, there is no mixing of naming conventions or unpredictable verb styles.

Tool Count1/5

108 tools is an extreme surface area, far beyond the 3-15 well-scoped range and well past the 25+ threshold. Even for a broad financial data platform, this creates a heavy selection burden and substantial context overhead for agents.

Completeness4/5

The server covers an unusually wide domain: prices, fundamentals, SEC filings, options, insider activity, 13F holdings, short interest, macro data, funds, IPOs, and full portfolio lifecycle management. Notable gaps remain, such as a basic company profile/ticker-resolution tool, dividend history, and analyst estimates, so it is not a perfect 5.