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fritzprix

yfin-mcp

by fritzprix

get_holder_info

Retrieve holder information for any stock ticker from Yahoo Finance. Choose from major, institutional, mutual fund, or insider holders to analyze ownership structure.

Instructions

Get holder information for a given ticker symbol from yahoo finance. You can choose from the following holder types: major_holders, institutional_holders, mutualfund_holders, insider_transactions, insider_purchases, insider_roster_holders.

Args: ticker: str The ticker symbol of the stock to get holder information for, e.g. "AAPL" holder_type: str The type of holder information to get. You can choose from the following holder types: major_holders, institutional_holders, mutualfund_holders, insider_transactions, insider_purchases, insider_roster_holders.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
tickerYes
holder_typeYes
pageNo
export_pathNo
Behavior2/5

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

With no annotations provided, the description carries full burden for behavioral context. It only states the function and parameters, lacking transparency on data source behavior, rate limits, or output characteristics.

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 front-loaded with the main purpose and structured with an Args section. The list of holder types is detailed but necessary. Slightly verbose but overall reasonable.

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

Completeness2/5

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

The tool has four parameters and no output schema, so the description should explain the output structure or data returned. It also lacks usage context relative to siblings. The description is adequate for basic invocation but not for full understanding.

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?

The description explains ticker and holder_type with examples and allowed values, compensating for the schema's lack of descriptions. However, page and export_path are not described, leaving their semantics unclear.

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 holder information for a stock ticker from Yahoo Finance, listing specific holder types. This distinguishes it from other financial tools like get_stock_info or get_recommendations.

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 lists available holder types, implying usage for those specific queries, but does not provide guidance on when to prefer this tool over siblings or when not to use it.

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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