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Get an SEC filing document's text

get_filing_document
Read-onlyIdempotent

The text of one SEC filing document, fetched from the EDGAR archive by accession number (get it from get_filings). Omit file for the primary document (the 10-K, 8-K, Form 4...), or pass an exhibit filename. HTML is converted to plain text and returned in pages of max_chars; call again with offset = next_offset for the rest. Text documents only (HTML, XML, TXT).

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": {
      "accession": "<accession>"
    },
    "name": "get_filing_document"
  }
}

Input Schema

NameRequiredDescriptionDefault
cikNoCompany CIK. Needed when an agent or insider submitted the filing (Form 4, Form 144, many 8-Ks); get_filings returns it.
fileNoDocument filename within the filing; omit for the primary document.
offsetNoCharacter offset to start from (default 0).
accessionYesAccession number, e.g. '0000320193-26-000026'.
max_charsNoCharacters per page, 1,000-200,000 (default 40,000).

Schema Changelog

Changes observed during successful MCP inspections.

  1. Added

TDQS

A4.4/5.0
Behavior4/5

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

Annotations already declare readOnly, idempotent, openWorld and non-destructive, so safety is covered. The description adds real behavioral context beyond them: HTML is converted to plain text, output is paged by max_chars with a continuation offset, and only HTML/XML/TXT documents are supported.

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?

Three short sentences, front-loaded with what the tool returns, followed by selection and pagination mechanics. Dense but each clause carries operative information; only the parenthetical format examples are mild padding.

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?

For a read-only fetcher with no output schema, the description covers the retrieval source, document selection, transformation (HTML to text), pagination loop and supported formats — everything needed to call it correctly and drive subsequent pages.

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 coverage is 100%, so the baseline is 3, but the description adds genuine meaning: it explains that omitting 'file' selects the primary document, that exhibits are selected by filename, and that 'offset' pairs with the previous response's next_offset for pagination. That is more than the schema's terse per-field text.

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 and resource ('The text of one SEC filing document, fetched from the EDGAR archive') and explicitly distinguishes itself from the sibling get_filings by naming it as the source of the accession number. An agent can tell this is a single-document retrieval tool, not a search or listing tool.

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 routing guidance: get the accession from get_filings, omit file for the primary document, pass an exhibit filename otherwise, and call again with offset = next_offset to page. It lacks an explicit 'when not to use this' exclusion beyond the text-only restriction, which keeps it just short of a 5.

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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