Quarter round-up
quarter_roundupWhat the managers owned, bought and sold in one quarter (from 2013 Q1). Omit the quarter for the latest one being filed.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| quarter | No | e.g. '2026-q2' |
quarter_roundupWhat the managers owned, bought and sold in one quarter (from 2013 Q1). Omit the quarter for the latest one being filed.
| Name | Required | Description | Default |
|---|---|---|---|
| quarter | No | e.g. '2026-q2' |
Changes observed during successful MCP inspections.
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already establish that this is a safe, read-only, idempotent, closed-world operation. Beyond that, the description adds useful behavioral context by specifying the data subject, the historical range from 2013 Q1, and the default behavior when quarter is omitted. It does not describe result format or pagination, but the annotations carry the safety profile.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Two short sentences, front-loaded with the scope and followed by the key default behavior. Every phrase contributes useful information, with no redundant restatement of the name or annotations.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a simple one-parameter, read-only tool without an output schema, the description provides enough context to call it correctly: what it covers, the starting period, and how to omit the quarter. It could be slightly more complete by clarifying the relationship to similar insider-activity tools, but nothing essential is missing.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100%, so the quarter parameter's format is already documented via its example. The description adds meaningful semantics beyond the schema by explaining that omitting quarter returns the latest quarter being filed, which is not inferable from the schema alone.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the content and temporal scope: managers' holdings and buy/sell activity for a quarter, starting from 2013 Q1. It does not explicitly differentiate this comprehensive round-up from siblings like insider_buying or latest_filings, so it falls short of a 5.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description gives one concrete usage instruction: omit the quarter to get the latest filed quarter. It does not explain when to choose this tool over alternatives such as insider_buying, latest_filings, or search, so usage guidance remains implied rather than explicit.
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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