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MakAcp

SEC EDGAR MCP Server

by MakAcp

edgar_ownership

Retrieve insider trading data from Form 4 filings and institutional fund portfolios from 13F filings using company ticker or fund CIK.

Instructions

Use this for insider trading activity (Form 4) or institutional fund portfolios (13F). For companies, use analysis_type="insiders". For funds/institutions, use analysis_type="fund_portfolio" with the fund's CIK.

Examples:

  • Insider trades: identifier="AAPL", analysis_type="insiders"

  • Berkshire portfolio: identifier="1067983", analysis_type="fund_portfolio"

  • Portfolio changes: identifier="1067983", analysis_type="portfolio_diff"

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
daysNoLookback period for insider transactions (default 90)
limitNoMax results (default 20)
identifierYesCompany ticker/CIK (for insiders) OR fund/institution CIK (for fund_portfolio/portfolio_diff)
analysis_typeYesinsiders=Form 4 insider trades, fund_portfolio=13F holdings, portfolio_diff=quarter-over-quarter changes
Behavior2/5

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

No annotations provided, so description carries full burden. It does not disclose behavioral traits such as read-only nature, error handling, rate limits, or what happens with invalid identifiers. Only usage behavior is implied.

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 short paragraphs, front-loaded with purpose, followed by succinct examples. Every sentence is meaningful and no wasted words.

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

Completeness3/5

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

Given no output schema, description does not explain return format, pagination, or error states. Adequate for a simple tool but could be more complete regarding expected output.

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 coverage is 100%, so schema already documents parameters. The description adds value by explaining the relationship between identifier and analysis_type with examples, but does not significantly extend beyond schema descriptions.

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 the tool is for insider trading (Form 4) and institutional fund portfolios (13F), with specific analysis_type values. It distinguishes from sibling tools by focusing on these specific data sources.

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

Usage Guidelines5/5

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

Explicitly tells when to use (insider trades or fund portfolios) and provides examples for each use case, including correct identifier format and analysis_type. No explicit when-not-to, but the examples serve as clear 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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