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edgar_search_filings

Search SEC EDGAR filings for a US-listed company. Returns recent filings (10-K, 10-Q, 8-K, S-1, Form 4, etc.) filtered by ticker or CIK, form type, and date range. Use this when the user asks 'what did file' or needs to find a specific filing.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
cikNo10-digit CIK number (zero-padded). Provide either ticker OR cik.
limitNoMax filings to return (default 25, max 200).
tickerNoStock ticker, e.g. 'MSFT'. Provide either ticker OR cik.
date_toNoOptional ISO date YYYY-MM-DD; only filings on or before this date.
date_fromNoOptional ISO date YYYY-MM-DD; only filings on or after this date.
form_typeNoOptional form type filter, e.g. '10-K', '8-K', '4'. Prefix-matched, so '10-K' matches '10-K' and '10-K/A'.

TDQS

A3.9/5.0
Behavior3/5

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

With no annotations, the description carries full burden. It states returns recent filings and filtering, but does not disclose read-only nature, rate limits, pagination behavior, or what happens on no results. Adequate but lacks depth.

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?

Two tight sentences: first defines purpose and output, second gives usage guidance. No redundant words, all earn their place.

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?

Lacks output schema and does not describe return format. With sibling tools, the context is partially inferred, but for a search tool, the missing structure is a gap. Otherwise covers key filtering details.

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 coverage is 100%, so baseline is 3. The description adds little beyond what the schema provides (e.g., 'provide either ticker OR cik' is already in schema descriptions). No substantial added meaning.

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 description clearly states the verb (search), resource (SEC EDGAR filings), and scope (US-listed company, filtered by ticker/CIK, form type, date range). It is distinct from siblings like edgar_read_filing and edgar_get_8k, which retrieve specific filings.

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?

Explicitly says 'Use this when the user asks "what did <company> file" or needs to find a specific filing.' It provides clear context but does not explicitly mention when not to use it or name alternatives, though siblings are available.

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

A4.1/5.0
Disambiguation5/5

Each tool has a distinct and clearly defined purpose: retrieving 8-K events, company metadata, financial facts, full filing text, and search over filings. There is no overlap or ambiguity.

Naming Consistency5/5

All tools follow the consistent pattern 'edgar_<verb>_<noun>', using snake_case and descriptive verbs (get, read, search). No mixing of conventions.

Tool Count5/5

With 5 tools, the server covers the key operations for interacting with SEC EDGAR filings and company data without being overly sparse or bloated. The scope is well-matched.

Completeness4/5

The tools cover the primary use cases: company lookup, filing search, financial facts, material events, and full filing retrieval. Minor gaps exist (e.g., no direct tool for specific form type summary), but the set is functional and lacks dead ends.