sec_institutional_holdings

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

With no annotations, the description carries full burden. It mentions sorting by value, CIK identifier, and credential-free access, but does not disclose rate limits, pagination, or potential empty results.

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

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

Two sentences efficiently convey purpose, result content, sorting, and access method. No redundant text.

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

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

No output schema exists, so description should detail return format more. It lists fields but not structure (e.g., array of objects). Lacks error handling explanation. Adequate but not thorough.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100% with descriptions for cik and limit. The description adds 'by CIK' and 'sorted by value' context, but adds no significant meaning beyond the schema.

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

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

The description clearly states the tool returns institutional holdings (13F-HR) for a manager by CIK, listing the fields and sorting. However, it does not explicitly differentiate from other SEC tools like sec_filing or sec_company_search.

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

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

The phrase 'Credential-free public SEC data' implies no authentication needed, but there is no explicit guidance on when to use this tool versus alternatives like sec_financials or sec_insider.

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