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xbrl_filing_summary

Read-onlyIdempotent

Retrieve comprehensive metadata from a loaded XBRL filing, including entity name, CIK, document type, reporting period, and counts of facts, contexts, and units.

Instructions

Get detailed metadata about a loaded filing.

Returns entity name, CIK, document type, reporting period, fact/context/unit counts, namespaces used, and more.

Args: params (FilingIdInput): The filing_id from xbrl_load_filing.

Returns: str: JSON with comprehensive filing metadata.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
paramsYes

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior4/5

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

Annotations provide readOnlyHint, destructiveHint, and idempotentHint. The description adds the return format (JSON string) and a list of included metadata fields, enhancing transparency without contradiction.

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 efficient: a one-sentence purpose, a bullet list of returned fields, and a clear Args/Returns format. No superfluous content.

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?

The description fully covers the tool's action, input, and output. Given the output schema exists, the list of metadata fields is sufficient for an agent to understand the return value.

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

Parameters2/5

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

Schema description coverage is 0%, yet the description merely restates the schema's description for the only parameter ('filing_id from xbrl_load_filing'). It adds no new semantic value.

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 retrieves detailed metadata about a loaded filing and lists specific attributes (entity name, CIK, etc.), differentiating it from sibling tools like xbrl_smart_summary or xbrl_fact_details.

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 after loading a filing but does not explicitly contrast with alternatives among the many sibling tools. It lacks when-not-to-use 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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