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datasets_sec_companies_search

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Search the SEC companies dataset — SEC-reporting companies with normalized filing history, financial-statement rollups and trailing-90-day insider-activity summaries.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
qNoOptional full-text query over the company name, or an exact ticker match, max 256 characters.
cikNoOptional exact CIK filter, numeric or zero-padded, e.g. 320193 or 0000320193.
sicNoOptional exact SIC industry-code filter, e.g. 3571, max 32 characters.
pageNoResult page number, 1-based, default 1; page times page_size must not exceed 10000.
sortNoOptional sort order. Allowed values: relevance, name_asc, revenue_desc, net_income_desc, filing_recent_desc, insider_activity_desc. Defaults to relevance with q, otherwise name_asc.
tickerNoOptional exact ticker filter (case-insensitive), e.g. AAPL, max 32 characters.
exchangeNoOptional exact exchange filter as reported by EDGAR, e.g. Nasdaq, NYSE, max 64 characters.
page_sizeNoPage size, default 20, max 100; page times page_size must not exceed 10000.
form_filedNoOptional exact form-type filter; keeps only companies that have ever filed this form, e.g. 10-K, 8-K, max 32 characters.
entity_typeNoOptional exact entity-type filter as reported by EDGAR (e.g. operating), max 64 characters.
max_revenueNoOptional maximum latest-annual revenue in USD (normalized from the filer's reporting currency at reference rates), 0 or greater.
min_revenueNoOptional minimum latest-annual revenue in USD (normalized from the filer's reporting currency at reference rates), 0 or greater.
has_financialsNoWhen true, keep only companies that have XBRL financial statements (a latest-annual revenue figure).
min_net_incomeNoOptional minimum latest-annual net income in USD (normalized; negative allowed, for filtering out unprofitable companies with a value >= 0).
sic_descriptionNoOptional exact SIC description filter, e.g. Electronic Computers, max 128 characters.
min_total_assetsNoOptional minimum latest-annual total assets in USD (normalized from the filer's reporting currency at reference rates), 0 or greater.
reporting_currencyNoOptional exact reporting-currency filter, ISO-4217 code, e.g. USD, JPY, EUR, max 8 characters.
state_of_incorporationNoOptional exact state/country-of-incorporation filter as reported by EDGAR, e.g. DE, CA, max 32 characters.
min_insider_txn_count_90dNoOptional minimum insider (Form 3/4/5) transaction count in the trailing 90 days, 0 or greater.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
dataYesThe tool result payload (shape varies per tool; see each tool's docs resource).

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

B3.2/5.0
Behavior3/5

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

Annotations already declare readOnlyHint=true and openWorldHint=true, so the safety profile is covered structurally. The description adds useful content context (that results carry normalized filings, financial rollups, and 90-day insider summaries) but says nothing about pagination caps, the 10000 page*page_size ceiling, result shape, or rate limits.

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?

A single front-loaded sentence that leads with the action and resource, with zero filler. It is efficient, though it spends its one clause on dataset contents rather than the routing information an agent most needs.

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?

With an output schema present, return values need not be explained, and the 100% schema coverage handles parameters. However, for a 19-parameter tool sitting in a dense sibling cluster (facets/item/financials/insider), the description omits any routing or scoping guidance, leaving a real gap for correct tool selection.

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 all 19 parameters (q, cik, sic, sort, form_filed, revenue/income/assets ranges, insider count, etc.) are individually documented in the schema. The description contributes no additional parameter meaning, so the baseline 3 is appropriate.

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 uses a specific verb+resource ('Search the SEC companies dataset') and characterizes the dataset contents (filing history, financial rollups, insider-activity summaries). It clearly distinguishes this as a search tool, but never names or contrasts with its closest siblings (datasets_sec_companies_facets, datasets_sec_companies_item), so an agent cannot tell from the text alone why it should pick this over them.

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 when-to-use guidance, no mention of prerequisites, and no reference to alternatives. The description only says what the dataset is, not when an agent should invoke this search versus the facets, financials, insider, or item tools in the same family.

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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