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PtData

Get filing metadata

get_filing_metadata
Read-onlyIdempotent

SEC filings for ticker available on as_of_date, newest first, with amendment linkage.

Input Schema

NameRequiredDescriptionDefault
tickerYes
form_typeNo
as_of_dateYes

Output Schema

NameRequiredDescriptionDefault

No arguments

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

B3.3/5.0
Behavior4/5

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

Annotations already declare readOnlyHint=true, idempotentHint=true, destructiveHint=false and openWorldHint=false, so the safety profile is covered. The description adds real behavioral context beyond that: results are ordered newest first, amendments are linked to their originals, and the as_of_date defines availability rather than filing date. It stops short of saying whether the result set is paginated or bounded.

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?

A single front-loaded clause with zero filler; every element (resource, ticker, availability date, ordering, amendment linkage) earns its place.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness3/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

An output schema exists and annotations cover the safety profile, so return values and side effects need no elaboration. However, for a tool with completely undocumented parameters, omitting form_type's semantics and the date format leaves a real gap an agent could trip over.

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

Parameters2/5

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

Schema description coverage is 0% across three parameters, so the description must carry the load. It clarifies ticker and as_of_date in passing (availability cutoff) but says nothing about form_type, the only optional filter, leaving the agent to guess whether it is an exact match, a prefix, or a list.

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?

Names a specific resource (SEC filings) scoped by ticker and as_of_date, plus two distinguishing traits: newest-first ordering and amendment linkage. An agent can distinguish it from get_earnings_event, get_fundamentals and get_index_constituents by resource domain alone, though the description never states which sibling it is not.

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

Usage Guidelines2/5

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

There is no explicit when-to-use, when-not-to-use, or alternative routing; the agent must infer that this is the filings tool and the siblings cover other data. Nothing says what happens if form_type is omitted or whether to prefer a different tool for a point-in-time snapshot.

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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