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MakAcp

SEC EDGAR MCP Server

by MakAcp

edgar_search

Search SEC EDGAR metadata to find companies by name or list filings by form type and company. Retrieve filings information without full-text search.

Instructions

Use this to find companies by name or list filings by form type and company. This searches metadata (names, form types, dates) — not filing text content. For full-text content search, use edgar_text_search instead.

Examples:

  • Find companies: query="software", search_type="companies"

  • Company's 8-Ks: identifier="AAPL", form="8-K", search_type="filings"

  • Recent 10-Ks: form="10-K", search_type="filings"

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
formNoFilter filings by form type (10-K, 10-Q, 8-K, DEF 14A, 13F-HR, etc.)
limitNoMaximum results per category (default 20)
queryNoSearch term for company name or description
identifierNoLimit filing search to specific company (ticker/CIK)
search_typeNoWhat to search: companies, filings, or allall
Behavior4/5

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

No annotations provided, so description carries burden. It correctly states it searches metadata, not filing text, implying safe read-only behavior. Could mention lack of authentication needs or pagination, but sufficient.

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?

Concise, well-structured, front-loaded with purpose and examples. No unnecessary sentences.

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?

Good for a search tool with 5 optional parameters and no output schema. Examples cover typical use cases. No missing critical details.

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 covers all 5 parameters (100% coverage), so baseline 3. Description adds contextual examples and clarifies search scope (metadata vs. text), enhancing understanding.

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?

Description clearly states the tool searches metadata (names, form types, dates) for companies or filings, differentiating from edgar_text_search. Verb+resource is specific.

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?

Explicit examples for different search types and a clear alternative (edgar_text_search) for full-text content.

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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