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Edgar Company Snapshot

edgar_company_snapshot
Read-onlyIdempotent

ONE CALL for "give me the SEC picture on $TICKER" / "what has $COMPANY filed recently and what are its numbers" / "pull the filings and financials for X". Resolves a ticker, company name or CIK and returns, from SEC EDGAR, the three things callers otherwise chain by hand across edgar_ticker_to_cik -> edgar_company_filings -> edgar_company_concept: the identity (cik, company_name, tickers, SIC code, fiscal year end), the recent filings list (accession numbers, form types, filing dates, document links — by default the substantive forms 10-K/10-Q/8-K/20-F/40-F/6-K/DEF 14A, so insider Form 4 noise is excluded; pass form_type for one form or "all"), and the headline XBRL figures from the latest annual report (revenue, net income, operating income, gross profit, assets, liabilities, equity, cash, EPS, shares, R&D — each resolved to the concept the filer CURRENTLY reports under, with retired concepts listed separately as stale). Send the company as ticker_or_cik; cik / ticker are accepted aliases. A filer with no XBRL facts (a fund, a trust, a foreign private issuer on paper forms) still returns its filings, with financials_status: "unavailable" and a reason, not an error. Drill down from here: edgar_filing_text for a filing's text, edgar_company_concept for one metric's multi-year history, edgar_company_facts for every concept. For a cross-source view (patents, contracts, hiring, news) use entity_profile instead.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
cikNoAlias for `ticker_or_cik` — same thing. The spelling edgar_company_facts and edgar_company_concept use.
tickerNoAlias for `ticker_or_cik` — same thing. The spelling edgar_ticker_to_cik uses.
form_typeNoWhich filings to list. Omit for the substantive default set (10-K, 10-K/A, 10-Q, 10-Q/A, 8-K, 20-F, 40-F, 6-K, DEF 14A). Pass one form ("10-K") to list only that form, or "all" for every form including Form 4 insider filings.
filings_limitNoHow many filings to return after the form filter (1-40, default 10).
ticker_or_cikNoREQUIRED (or one of its aliases `cik` / `ticker`). Ticker ("AAPL"), company name ("Apple Inc") or CIK ("320193"). Tickers and names are resolved to a CIK internally.

Schema Changelog

Changes observed during successful MCP inspections.

  1. Added

TDQS

A5/5.0
Behavior5/5

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

The annotations already declare readOnly/idempotent/non-destructive, and the description adds substantial behavioral context: ticker/name/CIK resolution, default substantive-form filtering, 'financials_status: unavailable' with a reason instead of an error, and stale-concept handling. It clearly discloses what the tool does and does not return beyond the annotations.

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?

The description is long but densely packed and front-loaded with the one-call value proposition. Every sentence earns its place: scope, defaults, alternatives, aliases, error behavior, and drill-downs are all covered without repetition or filler.

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?

With no output schema and a complex multi-part return, the description compensates by enumerating the identity fields, filing list fields, and financial metrics, and by covering the no-XBRL edge case. It is complete enough for an agent to call the tool and interpret the result without needing to guess.

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

Parameters5/5

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

Schema coverage is 100% and the description adds value beyond it: explaining that `ticker_or_cik` accepts ticker, name, or CIK; that `form_type` can be a single form or 'all'; and that financial metrics are resolved to the filer's current reporting concepts. Aliases are explicitly clarified as equivalent spellings used by sibling tools.

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 uses a specific verb ('returns') and names the exact resource ('SEC picture on $TICKER'), explicitly enumerating the three outputs: identity, filings list, and XBRL figures. It distinguishes itself from the chain of edgar_ticker_to_cik -> edgar_company_filings -> edgar_company_concept and from sibling tools, making selection unambiguous.

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

Usage Guidelines5/5

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

It gives explicit when-to-use framing ('ONE CALL for...'), names the manual chain it replaces, and provides concrete routing guidance for drill-downs (edgar_filing_text, edgar_company_concept, edgar_company_facts) and the cross-source alternative (entity_profile). This is the strongest possible usage guidance.

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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