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CohenD

fin-data-mcp-server

by CohenD

SEC EDGAR full-text filing search

sec_full_text_search
Read-onlyIdempotent

Search the full text of EDGAR filings from the last 10 years, filtering by form type and date to monitor corporate actions and disclosures.

Instructions

Search the full text of EDGAR filings (last ~10 years). Filter by form type and date. Great for corporate-action and disclosure monitoring.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
formsNoForm filter, e.g. '8-K' or '10-K,10-Q'
queryYesSearch phrase; wrap in quotes for exact match
endDateNoYYYY-MM-DD
startDateNoYYYY-MM-DD
Behavior3/5

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

Annotations already declare readOnlyHint, openWorldHint, idempotentHint, and destructiveHint. Description adds context about 10-year coverage and filtering options, but does not address rate limits or result truncation beyond annotations.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Two sentences, no fluff, front-loaded with action and resource, efficient.

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?

For a search tool with no output schema and strong annotations, the description covers purpose, scope, and typical use. Could mention result format or pagination, but overall adequate.

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 covers all 4 parameters with 100% coverage. Description confirms form and date filtering and mentions exact match, but does not provide significant additional meaning beyond the schema.

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?

Clearly states it searches full text of EDGAR filings with a 10-year range, and distinguishes itself from sibling SEC tools like sec_company_facts and sec_company_filings by focusing on full-text search.

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?

Provides a clear use case (corporate-action and disclosure monitoring) and implies when to use it over other SEC tools, but doesn't explicitly state when not to use it or list alternatives.

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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