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AIsa Finance

Get insider trades

get_financial_insider_trades
Read-onlyIdempotent

Form 4 insider transactions for one stock. Each row carries the person (name, title, is_board_director), the trade (transaction_date, transaction_code, transaction_type, transaction_shares, transaction_price_per_share, transaction_value), the resulting position (shares_owned_before_transaction, shares_owned_after_transaction) and the filing (form_type, filing_date, security_title). ticker is required. Filter with name or transaction_type, and bound by filing date with filing_date, filing_date_gte, filing_date_lte, filing_date_gt or filing_date_lt. Use it for who inside the company bought or sold and when.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameNoFilter by insider name (e.g., 'Jen Hsun Huang'). Use the /insider-trades/names endpoint to get available names for a ticker.
limitNoThe maximum number of transactions to return (default: 10).
tickerYesThe ticker symbol of the company.
filing_dateNoFilter by exact filing date in YYYY-MM-DD format.
filing_date_gtNoFilter by filing date greater than this date (YYYY-MM-DD).
filing_date_ltNoFilter by filing date less than this date (YYYY-MM-DD).
filing_date_gteNoFilter by filing date greater than or equal to this date (YYYY-MM-DD).
filing_date_lteNoFilter by filing date less than or equal to this date (YYYY-MM-DD).
transaction_typeNoFilter by transaction type (e.g., 'Open market sale', 'Gift'). Use the /insider-trades/transaction-types endpoint to get available types.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A4.2/5.0
Behavior4/5

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

Annotations already declare readOnlyHint, openWorldHint, idempotentHint, and non-destructive behavior, so safety is covered. The description adds meaningful behavioral context: data is Form 4 transactions, scoped to one ticker, with a required ticker and available filters. It does not contradict annotations, and it provides enough operational detail without overclaiming.

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?

The description is well-structured and front-loaded with the core purpose. The field enumeration is long but organized into logical groups (person, trade, position, filing), and the filtering sentence is compact. It earns its length by clarifying output shape and usage, though some field details are redundant with the output schema.

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

Completeness5/5

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

Given the rich input schema, output schema, and annotations, the description is complete for agent invocation. It states the data domain, required parameter, output row composition, and filter options, all in one coherent block. An agent can select and call this tool correctly without needing additional context.

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%, so the schema fully documents all nine parameters, including examples and date formats. The description adds modest grouping value by naming ticker as required, highlighting name/transaction_type filters, and grouping the filing-date bounds, but it does not substantially exceed the schema's parameter documentation.

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?

The description opens with a specific verb-resource pair: 'Form 4 insider transactions for one stock.' It clearly distinguishes the tool from general financial filing or market-data siblings by focusing on insider trades and enumerating the exact per-row content (person, trade, resulting position, filing). An agent can immediately understand what this tool returns.

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 description provides an explicit use case: 'Use it for who inside the company bought or sold and when.' This gives clear context for when to select the tool. However, it does not name alternative siblings or state when NOT to use it, so it stops short of full routing guidance.

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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