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moatshark

13F filing forecast

filing_forecast
Read-onlyIdempotent

When the managers file their 13Fs: the deadline for the quarter being filed, who has filed so far, who is expected on each remaining day (from each manager's last eight quarters), and who is later than usual. Give a slug for one manager's habit and history.

Input Schema

NameRequiredDescriptionDefault
slugNoOptional manager slug, e.g. 'pershing-square'

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A3.9/5.0
Behavior4/5

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

Annotations already declare readOnly, idempotent, non-destructive, and closed-world, so the safety profile needs no repetition. The description adds genuinely useful methodology beyond that: expectations are derived from each manager's last eight quarters, and lateness is flagged relative to habit. It does not state how current the underlying filing data is, which would matter for a forecasting tool.

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?

The core purpose and its four output components are front-loaded in the first sentence, with the optional manager variant as a short follow-up. The opening relative clause is slightly awkward but no sentence is wasted.

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 single optional-parameter, read-only tool with no output schema, the description carries the full burden well: it lists the categories of information returned, the eight-quarter basis for the forecast, and the meaning of the optional slug. An agent can decide whether to call it and what to expect without further context.

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% and the schema already gives an example slug, so baseline would be 3. The description goes further by explaining what supplying the slug changes: it shifts the response to one manager's habit and history rather than the market-wide calendar, which the schema does not say.

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?

The description names a specific resource and enumerates the concrete contents: the filing deadline, who has filed, who is expected per remaining day, and who is late. That is far more specific than the title. It does not explicitly contrast with the nearest sibling, latest_filings, which also reports who has filed, so an agent must infer the split between 'actual filings' and 'forecast'.

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

Usage Guidelines3/5

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

Usage is implied by the content (use it to know the deadline and expected filing dates), and 'Give a slug for one manager's habit and history' hints at the single-manager variant. But there is no explicit when-to-use statement and no named alternative such as latest_filings or quarter_roundup, which overlap with the 'who has filed so far' portion.

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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