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Crawlora MCP

sec_institutional_holdings

Read-only

Returns the latest 13F-HR holdings for an institutional investment manager (identified by CIK), sorted by position value.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
cikYes
limitNo

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

B3/5.0
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 safe-read profile is covered. The description adds the useful behavioral detail that results are sorted by position value, but says nothing about coverage delays, pagination, or filing freshness.

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 with no filler; the resource and CIK identification come first and the sort detail trails. Efficient and easy to parse.

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, so return values need not be explained. However, with zero schema description coverage the missing limit semantics and absent usage guidance leave real gaps for correct invocation.

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%, so the description must carry both parameters. It explains that cik identifies the manager, but never mentions the optional limit parameter or its meaning at all, leaving one of two parameters undocumented.

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 verb (Returns), resource (latest 13F-HR holdings), and scope (institutional investment manager identified by CIK), plus an ordering guarantee. It does not distinguish itself from siblings like sec_insider or datasets_sec_institutional_positions_search, but the resource is clear enough to identify on its own.

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?

Contains no when-to-use guidance, no prerequisites, and never names an alternative. The agent must infer that this is for 13F manager lookups without any explicit routing against the many sec_* and datasets_sec_* siblings.

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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