Skip to main content
Glama

datasets_sec_companies_facets

Read-only

Returns terms-aggregation counts for one facet of the SEC companies dataset, scoped to the same filters as search. Facet enum: sic, sic_description, exchange, state_of_incorporation, entity_type, reporting_currency, revenue_band, forms_filed. revenue_band buckets latest-annual revenue into: unknown, under_1m, 1m_10m, 10m_100m, 100m_1b, 1b_10b, over_10b. form_filed: Optional exact form-type filter; keeps only companies that have ever filed this form, e.g. 10-K, 8-K, max 32 characters. has_financials: When true, keep only companies that have XBRL financial statements (a latest-annual revenue figure). Use datasets_sec_companies_search to search the SEC companies dataset.

Input 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.
facetYesRequired facet to aggregate. Allowed values: sic, sic_description, exchange, state_of_incorporation, entity_type, reporting_currency, revenue_band, forms_filed.
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

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

A4.1/5.0
Behavior4/5

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

Annotations already declare readOnlyHint/openWorldHint, so the bar is lower, and the description adds genuine semantic context: what a 'terms-aggregation count' means and how revenue_band buckets the data. It does not discuss pagination or how the facet counts are returned, but that is largely covered by the output schema.

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?

Front-loaded with the core purpose, then the facet enum and bucket explanation. It is a bit long and repeats form_filed and has_financials phrasing that already appears in the schema, but every sentence is largely informative.

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

Completeness4/5

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

Given an output schema exists and annotations cover safety, the description supplies enough to call the tool correctly: required facet, allowed facet values, filter scoping, and the sibling to use instead. Remaining details like pagination are handled by the structured fields.

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 coverage is 100% and the schema already documents all 20 parameters, so the baseline is 3. The description adds some value by enumerating the facet values and expanding the revenue_band bucket labels, but it mostly restates what the schema already provides for form_filed and has_financials.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

It states a specific verb+resource: 'Returns terms-aggregation counts for one facet of the SEC companies dataset'. It explicitly distinguishes itself from the sibling search tool by noting it is scoped to the same filters as search but returns aggregation counts rather than results.

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

Usage Guidelines4/5

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

The final sentence routes the agent to datasets_sec_companies_search for actual searching, and 'scoped to the same filters as search' clarifies the relationship between the two. However, it never states explicitly when a caller should prefer facet counts over a search, leaving that inference to the agent.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Try in Browser

Glama MCP Gateway

Add one secure layer between your agents and this server.