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EDGAR + Entity: US Company Research

Company profile (EDGAR)

get_company_profile
Read-onlyIdempotent

Company profile from SEC EDGAR submissions: legal name, tickers, exchanges, SIC code + industry, state of incorporation, fiscal year end, EIN, filer category, business/mailing addresses, former names, latest 10-K/10-Q. Use it to orient before deeper research.

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": {
      "company": "<company>"
    },
    "name": "get_company_profile"
  }
}

Input Schema

NameRequiredDescriptionDefault
companyYesTicker (AAPL), CIK (320193 or 0000320193), or company name. Names must resolve unambiguously; use search_company first if unsure.

Output Schema

NameRequiredDescriptionDefault
cikYes
sicNo
nameNo
tickersNo
exchangesNo
source_urlNo
former_namesNo
fiscal_year_endNoMMDD
sic_descriptionNo
latest_annual_reportNo
state_of_incorporationNo
latest_quarterly_reportNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed1 schema field changed
    • changedOutput schema / (root)
      Previous value: -nullNew value: +{
      +  "$schema": "https://json-schema.org/draft/2020-12/schema",
      +  "additionalProperties": {},
      +  "properties": {
      +    "cik": {
      +      "type": "string"
      +    },
      +    "exchanges": {
      +      "anyOf": [
      +        {
      +          "items": {
      +            "type": [
      +              "string",
      +              "null"
      +            ]
      +          },
      +          "type": "array"
      +        },
      +        {
      +          "type": "null"
      +        }
      +      ]
      +    },
      +    "fiscal_year_end": {
      +      "description": "MMDD",
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "former_names": {
      +      "anyOf": [
      +        {
      +          "items": {
      +            "additionalProperties": {},
      +            "properties": {
      +              "from": {
      +                "type": [
      +                  "string",
      +                  "null"
      +                ]
      +              },
      +              "name": {
      +                "type": [
      +                  "string",
      +                  "null"
      +                ]
      +              },
      +              "to": {
      +                "type": [
      +                  "string",
      +                  "null"
      +                ]
      +              }
      +            },
      +            "type": "object"
      +          },
      +          "type": "array"
      +        },
      +        {
      +          "type": "null"
      +        }
      +      ]
      +    },
      +    "latest_annual_report": {
      +      "anyOf": [
      +        {
      +          "additionalProperties": {},
      +          "properties": {
      +            "accession": {
      +              "type": [
      +                "string",
      +                "null"
      +              ]
      +            },
      +            "filed": {
      +              "type": [
      +                "string",
      +                "null"
      +              ]
      +            },
      +            "form": {
      +              "type": [
      +                "string",
      +                "null"
      +              ]
      +            }
      +          },
      +          "type": "object"
      +        },
      +        {
      +          "type": "null"
      +        }
      +      ]
      +    },
      +    "latest_quarterly_report": {
      +      "anyOf": [
      +        {
      +          "additionalProperties": {},
      +          "properties": {
      +            "accession": {
      +              "type": [
      +                "string",
      +                "null"
      +              ]
      +            },
      +            "filed": {
      +              "type": [
      +                "string",
      +                "null"
      +              ]
      +            },
      +            "form": {
      +              "type": [
      +                "string",
      +                "null"
      +              ]
      +            }
      +          },
      +          "type": "object"
      +        },
      +        {
      +          "type": "null"
      +        }
      +      ]
      +    },
      +    "name": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "sic": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "sic_description": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "source_url": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "state_of_incorporation": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "tickers": {
      +      "anyOf": [
      +        {
      +          "items": {
      +            "type": "string"
      +          },
      +          "type": "array"
      +        },
      +        {
      +          "type": "null"
      +        }
      +      ]
      +    }
      +  },
      +  "required": [
      +    "cik"
      +  ],
      +  "type": "object"
      +}
  2. First observed

TDQS

A3.8/5.0
Behavior3/5

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

Annotations already declare readOnlyHint, idempotentHint, openWorldHint, and destructiveHint=false, so the safety profile is covered structurally. The description adds that data is sourced from EDGAR submissions (implying externally-fetched, possibly stale data), but says nothing about lookup failure behavior, rate limits, or latency for an open-world network call.

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 sentences, the field list front-loaded, and the usage hint trailing. No filler or redundancy.

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?

An output schema exists, so the enumerated return fields are a bonus rather than a necessity, and the required input is fully documented in the schema. What remains unaddressed is behavior on unresolvable names or EDGAR outages, a minor gap for a read-only profile tool.

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 description coverage is 100% and the single parameter's schema text already explains ticker/CIK/name forms and the search_company fallback. The description adds no parameter guidance beyond that, so 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+resource ('Company profile from SEC EDGAR submissions') and enumerates the exact fields returned, so an agent knows precisely what it gets. It does not explicitly contrast itself with search_company or lookup_business_entity, so sibling differentiation is left implicit.

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?

'Use it to orient before deeper research' gives a clear contextual role for the tool relative to the deeper-research siblings. There are no explicit exclusions or named alternatives in the description itself (the search_company fallback lives in the schema, not here).

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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