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Get filing analysis

get_filing_analysis

Return the full AI analysis for a single SEC filing by accession number: executive summary, concern level, sentiment, EPS surprise, predicted 30-day alpha, and (if available) the realized outcome.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
accession_numberYesSEC accession number, dashed form e.g. "0000320193-24-000123"

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

B3.4/5.0
Behavior3/5

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

With no annotations and no output schema, the description carries the full burden, and it does enumerate the response contents (summary, concern level, sentiment, EPS surprise, predicted alpha, realized outcome) and flags the conditional nature of the realized outcome with 'if available'. It says nothing about failure modes, what happens when a filing has no analysis, or auth requirements, so meaningful behavioral gaps remain.

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?

A single front-loaded sentence: verb and resource first, then the enumerated payload. Every clause (the field list, the conditional 'if available') conveys information an agent needs, with no filler.

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?

Since no output schema exists, the description must describe returns and it does so thoroughly, including the conditional realized outcome. The remaining gaps are minor but real: how to obtain an accession number and what an empty/unanalyzed filing yields.

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%, and the schema itself documents the accession_number format with a dashed example. The description restates the key ('by accession number') but adds no format, validation, or lookup-source detail beyond what the schema already provides, so the 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?

States a specific verb and resource ('Return the full AI analysis for a single SEC filing') and pins the lookup key to accession number, which implicitly separates it from list-oriented siblings like get_latest_filings. It stops short of ever naming a sibling or explicitly contrasting scope, so it is clear but not fully differentiated.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines2/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description offers no when-to-use guidance, no conditions, and no alternatives; it never says to call get_latest_filings first to obtain an accession number or when get_top_signals would be preferable. The only hint of usage is the phrase 'by accession number,' which leaves the agent to infer prerequisites.

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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