Skip to main content
Glama

Fintel Discovery — Financial Intelligence for AI Agents

Search Funds by Category — EDGAR Prospectus

SearchFundsByCategory
Read-onlyIdempotent
    Search SEC EDGAR for mutual fund and ETF filers by investment category or
    keyword. Queries N-1A and 485BPOS (and N-2 for closed-end) prospectus filings.
    Returns entity name, CIK, form type, and filing date.

    PRIMARY USE: Step 1 of fee comparison. Feed the returned CIKs directly into
    GetFundFees to retrieve expense ratios for each fund.

    Example queries:
    - keywords='commodity', fund_type='etf'      → commodity ETF universe
    - keywords='emerging markets equity'          → EM equity funds
    - keywords='short duration bond'              → short-term fixed income
    - keywords='S&P 500 index', fund_type='etf'  → S&P 500 index trackers

    Results are de-duplicated by CIK (one record per fund filer).
    Supports date filtering to restrict to recently updated prospectuses.

    Source: SEC EDGAR full-text search API. No API key required.
    

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
paramsNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes

TDQS

A4.1/5.0
Behavior4/5

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

Annotations already cover readOnlyHint=true and idempotentHint=true, so the safety profile is established. The description adds genuine behavioral context beyond that: results are de-duplicated by CIK (one record per fund filer), specific form types are queried, the underlying source is the SEC EDGAR full-text API, and no API key is required. No pagination or rate-limit behavior is disclosed, but the added context is meaningful.

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?

The description is front-loaded with its main function and organized into labeled sections (PRIMARY USE, examples, de-dup, date filtering, source/authentication). The four example queries add length but demonstrate realistic usage patterns that help an agent form queries correctly. Nothing is redundant; every block carries information, though it runs slightly long.

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 the primary fee-comparison workflow, the description is complete: search semantics, query examples, downstream chaining, de-duplication behavior, date-filtering support, and authentication status are all covered. Minor gaps remain — no pagination/rate-limit guidance and no mention that max_results can be increased for broader scans — but the output schema and annotations cover the rest.

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?

With schema description coverage reported at 0%, the description must compensate, and it partially does: example queries map keywords and fund_type values, and a line covers date filtering for start/end dates. However, core params like max_results, plus wholesaler_ids, source_resource_id, and others, get no mention in the description, leaving a coverage gap for non-obvious parameters.

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?

The first sentence names a specific verb ('Search'), resource ('SEC EDGAR'), target ('mutual fund and ETF filers'), and selection dimension ('by investment category or keyword'), and states the return fields (entity name, CIK, form type, filing date). The form-type scope (N-1A, 485BPOS, N-2) plus the stated downstream link to GetFundFees clearly differentiates it from siblings like SearchEdgar13F and GetEdgarCompanyFilings.

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?

'PRIMARY USE: Step 1 of fee comparison. Feed the returned CIKs directly into GetFundFees' is an explicit workflow position with concrete downstream chaining, and the four example queries show realistic keyword/fund_type usage. It does not explicitly name alternative tools to prefer in other scenarios, so exclusions from siblings like SearchFredSeries or SearchEdgar13F are left implicit.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Try in Browser

Glama MCP Gateway

Add one secure layer between your agents and this server.

TDQS

A3.9/5.0
Disambiguation4/5

Most tools target a distinct resource and action, with clear separation between search and detail tools (e.g., SearchIAPDFirm vs GetIAPDFirmDetail, SearchBrokerCheck vs GetBrokerCheckDetail). A few pairs like SearchBrokerCheck and SearchBrokerCheckFirm could cause momentary confusion, but descriptions clarify individual vs firm scope.

Naming Consistency4/5

The dominant pattern is consistent: Search* for discovery, Get* for retrieval, with CamelCase throughout. Minor deviations like LookupTicker and MapInstrumentIds introduce different verbs, and SearchBrokerCheck does not explicitly signal 'individual' unlike SearchBrokerCheckFirm, but the overall convention remains predictable.

Tool Count2/5

With 32 tools, the surface is quite heavy and exceeds the 25+ threshold for 'too many.' While the financial intelligence domain is broad, several search/detail pairs and overlapping data-source tools could be consolidated to reduce cognitive load for agents.

Completeness4/5

The toolset covers major workflows well: 13F holdings, fund fee comparison, advisor due diligence, macro data, price history, options, and identifier mapping. Minor gaps exist, such as no standalone real-time quote tool, no news/sentiment data, and no direct CUSIP-to-company-name search, but these are workable around.

Resources