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xpay✦ Finance Collection

getSecFilingExtract

The Filings Extract API allows users to extract detailed data directly from official SEC filings. This API provides access to key information such as company shares, security details, and filing links, making it easier to analyze corporate disclosures.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
cikYesCIK number
yearYesYear of filing
quarterYesQuarter of filing (1-4)

Schema Changelog

Changes observed during successful MCP inspections.

  1. Added
  2. Removed
  3. First observed

TDQS

C2.9/5.0
Behavior2/5

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

With no annotations provided, the description carries the full burden of behavioral disclosure. It mentions the type of data returned (shares, security details, filing links) but does not disclose permissions, rate limits, error behavior, or response format. This is insufficient for a no-annotation tool.

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 two sentences long and mostly efficient. The second half of the second sentence ('making it easier to analyze corporate disclosures') is somewhat filler, preventing a perfect score.

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

Completeness2/5

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

Without an output schema or annotations, the description should explain the response structure and clarify how cik/year/quarter map to the extracted data. It only lists example data categories, leaving agents uncertain about the tool's exact output. This is incomplete for a data extraction tool.

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?

All three parameters have schema descriptions ('CIK number', 'Year of filing', 'Quarter of filing'), which is 100% coverage, so the baseline is 3. The description adds no additional context about these parameters or how they affect the extracted data.

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 clearly states the tool extracts detailed data from SEC filings, citing examples like company shares, security details, and filing links. However, it does not explicitly differentiate from sibling tools such as getFilingsByCIK, so it is clear but lacks sibling distinction.

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?

No guidance is provided on when to use this tool versus alternatives. The phrase 'making it easier to analyze corporate disclosures' is a vague use case, not a concrete usage scenario or exclusion. No alternative tools are referenced.

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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