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JerBouma

Finance Toolkit

search_instruments

Read-onlyIdempotent

Search for ticker symbols or financial identifiers. Enter a company name, ticker, CIK, CUSIP, or ISIN to retrieve matching instruments.

Instructions

Search for ticker symbols by company name, symbol, CIK, CUSIP, or ISIN.

    Args:
        query: The search term, e.g. ``'Apple'``, ``'META'``, ``'0000320193'``.
        search_method: Lookup strategy — one of ``'name'``, ``'symbol'``,
            ``'cik'``, ``'cusip'``, or ``'isin'``. Defaults to ``'name'``.

    Returns:
        str: Formatted Markdown table of matching instruments, or an error
            message if the search fails.
    

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
queryYesCompany name, ticker symbol, CIK, CUSIP, or ISIN to look up, e.g. 'Apple', 'AAPL', or '0000320193'.
search_methodNoLookup strategy: 'name', 'symbol', 'cik', 'cusip', or 'isin'. Defaults to 'name'.name

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior4/5

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

Annotations already indicate readOnlyHint=true and idempotentHint=true. The description adds value by specifying the return format ('Formatted Markdown table of matching instruments, or an error message'), which goes beyond annotations. No contradictions.

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?

The description is a well-structured docstring with clear sections (Args, Returns). Every sentence serves a purpose, no fluff, and the main purpose is front-loaded.

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 tool's simplicity (2 parameters, both fully described in schema and description, output schema exists), the description fully covers what the tool does and returns. No gaps.

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

Parameters4/5

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

Schema coverage is 100%, so baseline is 3. The description adds examples for 'query' (e.g., 'Apple', 'META', '0000320193') and clarifies the default for 'search_method', providing 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?

The description clearly states 'Search for ticker symbols by company name, symbol, CIK, CUSIP, or ISIN,' specifying the verb and resource. It distinguishes from sibling tools like 'search_by_category' and 'search_metrics' which serve different purposes.

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

Usage Guidelines3/5

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

The description implies usage for finding instruments by identifiers but does not explicitly provide guidance on when to use this tool versus alternatives. It lacks when-not-to-use or exclusionary context.

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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