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get_filings

Access recent SEC filings for a US company by ticker, filter by form type, and receive results newest first.

Instructions

Recent SEC filings for a company, newest first.

Args:
    ticker: Stock symbol.
    forms: Optional filter, e.g. ["10-K", "8-K"]. Omit for all forms.
    limit: Maximum filings to return.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
formsNo
limitNo
tickerYes

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior2/5

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

With no annotations, the description carries the full burden of behavioral disclosure. It only mentions ordering ('newest first') but omits other behaviors like pagination, error handling, or rate limits. The read-only nature is implied but not explicitly stated.

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 concise and well-structured, with a one-line summary followed by a labeled Args section. Each parameter explanation is brief and useful, with no superfluous content.

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?

The description covers the essentials for a simple list tool, but lacks usage context and any mention of alternatives. Since no annotations are present, the description could do more to clarify behavior, though the existence of an output schema reduces the need to explain return values.

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

Parameters5/5

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

The description provides clear meanings for all three parameters: ticker is a stock symbol, forms is an optional filter with an example, and limit is the maximum count. This fully compensates for the 0% schema coverage.

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

Purpose4/5

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

The description clearly states it returns recent SEC filings for a company, ordered newest first. It is specific about the resource and action, but does not explicitly differentiate from sibling tools like get_filing_text or search_filing_text.

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

Usage Guidelines2/5

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

No guidance is provided on when to use this tool versus alternatives. There is no mention of use cases, prerequisites, or exclusions, leaving the agent to infer when this is the appropriate choice.

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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