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SEC EDGAR Insider Trades & Financials

by io.github.monriah-studio
OverviewDiscussionsAdmin

Historical values of one XBRL financial concept

get_company_concept
Read-onlyIdempotent

Time series of a single XBRL concept for a company, from SEC companyconcept data, newest first and de-duplicated by period. Examples: us-gaap NetIncomeLoss, Revenues, RevenueFromContractWithCustomerExcludingAssessedTax, Assets, EarningsPerShareDiluted, LongTermDebt, ResearchAndDevelopmentExpense; dei EntityCommonStockSharesOutstanding. Use period="annual" for fiscal years (10-K) or "quarterly" for 3-month periods.

Tool call template

Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.

{
  "id": 1,
  "jsonrpc": "2.0",
  "method": "tools/call",
  "params": {
    "arguments": {
      "ticker_or_cik": "<ticker_or_cik>",
      "concept": "<concept>"
    },
    "name": "get_company_concept"
  }
}

Input Schema

NameRequiredDescriptionDefault
unitNoUnit to return, e.g. "USD", "USD/shares", "shares". Default: the first unit reported.
limitNoMaximum data points to return. Default 10.
periodNoWhich periods to return. Default annual.annual
conceptYesXBRL tag name, e.g. "NetIncomeLoss".
taxonomyNoXBRL taxonomy. Default us-gaap (ifrs-full for IFRS filers).us-gaap
ticker_or_cikYesStock ticker (e.g. "AAPL", "BRK.B") or SEC CIK number (e.g. "320193").

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A4.1/5.0
Behavior3/5

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

Annotations already declare readOnly, idempotent, openWorld and non-destructive, so the safety profile is covered. The description adds real behavioral detail that annotations do not: results come newest-first and are de-duplicated by period. It does not mention pagination, missing-concept errors, or how many data points a company typically reports.

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?

Front-loaded with the core behavior (time series, source, ordering, dedup), then examples, then period guidance. The long inline list of example tags is dense but earns its place by reducing concept-name guessing; a few could be trimmed.

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?

With no output schema, the description still conveys ordering and de-duplication, which is most of what an agent needs to interpret the series. It stops short of describing the returned fields (period end, filed date, form, value/frame) and what happens when a concept is not reported, which is a modest gap.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 100%, so the baseline is 3; the description still adds meaning by mapping period=annual to 10-K fiscal years and quarterly to 3-month windows, and by naming which taxonomies appear in practice (us-gaap, dei). The unit and limit parameters are left entirely to the schema.

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?

States a specific verb+resource (time series of a single XBRL concept per company) and names the backing source (SEC companyconcept data). The ordering and de-duplication scope are part of the stated purpose, and no sibling tool does this, so it is easy to route to.

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?

Gives concrete concept tag examples across us-gaap and dei, and explains when to pick period="annual" (fiscal years / 10-K) versus "quarterly" (3-month periods). It never states when to prefer a sibling such as get_company_snapshot or get_company_filings instead, so alternative routing is left implicit.

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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