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TradestarV5

Insider Signals MCP Server

by TradestarV5

Verify an 8-K disclosure claim against SEC Form 8-K

verify_8k_event

Verify a claim that a registrant filed an 8-K carrying specific SEC item codes in a timeframe, returning confirmed, partial, not_found, or out_of_scope with source filing links.

Instructions

Check a claim that a registrant (cik/company/accession) filed an 8-K carrying specific SEC item code(s) in a timeframe, against the filed record. Returns status=confirmed with the source filing(s) + link; not_found; partial (same registrant/filing but the claimed item(s) aren't carried, or the date differs — itemised claimed-vs-filed); out_of_scope (claims about the body's meaning/materiality aren't covered — the filing is never paraphrased); or out_of_coverage. Every response states the coverage window checked. Rule-2: item codes are the SEC controlled vocabulary parsed from the filing — never inferred from prose.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
cikNoRegistrant CIK (leading zeros ignored), e.g. 320193
endNoWindow end (ISO) if the claim is a range
dateNoClaimed filing date, ISO YYYY-MM-DD (matched ±3 filing days)
itemsNoClaimed SEC 8-K item code(s), comma-separated (e.g. '5.02' or '1.01,9.01') — checked against the filing
startNoWindow start (ISO) if the claim is a range
accessionNoSEC filing accession, e.g. 0001193125-26-389400
company_nameNoRegistrant name substring (case-insensitive), e.g. 'Apple'

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv1.0.0

TDQS

A4.3/5.0
Behavior5/5

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

With no annotations provided, the description carries the full burden, and it delivers: it discloses the matching tolerance (±3 filing days), the partial-match semantics (same registrant/filing but item/date mismatch), the out_of_scope boundary (no paraphrasing of filing meaning), the out_of_coverage case, and the invariant that every response states the coverage window. It also states Rule-2, that item codes are parsed from the filing, never inferred from prose. This is rich behavioral disclosure beyond the schema.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is dense but well-organized: it front-loads the core verification purpose, then enumerates return statuses, then states the coverage-window invariant and Rule-2. Every sentence earns its place, though the status enumeration is long and could arguably be tightened. It is appropriately sized for a tool with 7 parameters and no annotations.

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?

For a verification tool with 7 optional parameters, no output schema, and no annotations, the description is quite complete: it explains the return statuses, the matching tolerance, the coverage window, and the item-code parsing rule. It does not explicitly explain how the optional parameters combine (e.g., whether cik/company/accession are alternatives or all required), but the schema's 100% coverage and the description's status semantics make the tool usable. A small gap remains around parameter combination logic.

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 description coverage is 100%, so the schema already documents all 7 parameters. The description adds context about how the parameters are used together (e.g., 'in a timeframe', 'claimed item(s)'), and the ±3 filing-day tolerance for the date parameter, but it does not need to restate each parameter. Baseline 3 is appropriate because the schema does the heavy lifting and the description adds only marginal 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 states a specific verb ('Check'), a precise resource ('a claim that a registrant ... filed an 8-K carrying specific SEC item code(s) in a timeframe'), and the exact verification target. It clearly distinguishes itself from sibling tools by focusing on 8-K item-code verification, not activist stakes, insider purchases, or fund positions.

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

Usage Guidelines4/5

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

The description explains the verification workflow and enumerates all possible return statuses (confirmed, not_found, partial, out_of_scope, out_of_coverage), which tells an agent what to expect. It does not explicitly name sibling alternatives or state when not to use this tool, but the status semantics and Rule-2 boundary provide clear context for when it applies.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.