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ikop32-code

EDGAR Alert MCP Server

by ikop32-code

Get AI-ready company research context

edgaralert_get_company_agent_context
Read-onlyIdempotent

Get a comprehensive, AI-optimized research payload for any company: identity, market summary, fundamentals history, insider trading signals with forward returns, and suggested analysis steps. Ideal for deep research in one call.

Instructions

Returns a single bundled, AI-optimized research payload for a company: identity, market summary, fundamentals (current + multi-year history), insider trading summary, recent insider signals with forward-return data, and suggested analysis steps. This is the richest single-call tool available and is purpose-built for research and decision-support — it is NOT investment advice, and the underlying data may be incomplete or delayed. Requires EDGAR Alert ENTERPRISE plan. Prefer this tool over combining edgaralert_get_company_profile + edgaralert_get_company_fundamentals + edgaralert_search_alerts when you need a full picture of one company in one call.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
tickerOrCikYesStock ticker (e.g. AAPL) or SEC CIK number.
fundamentalYearsNoNumber of years of fundamentals history to include.
recentAlertsLimitNoNumber of recent insider trading signals to include.
Behavior4/5

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

Annotations already declare readOnlyHint, openWorldHint, idempotentHint, and destructiveHint. The description adds valuable behavioral context: it is not investment advice, data may be incomplete/delayed, and requires enterprise plan. No contradiction with annotations.

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?

Efficient structure: front-loaded purpose, list of contents, caveats, and usage recommendation in a single paragraph. Every sentence adds value with no redundancy.

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?

No output schema exists, but the description compensates by listing the return components. It explains the tool's richness and purpose. Minor omission: no mention of response size limits or pagination, but overall complete for its complexity.

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 baseline is 3. The description mentions parameters implicitly through the listed components but adds no additional meaning beyond what the schema already provides.

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 returns 'a single bundled, AI-optimized research payload for a company' and lists specific components. It also distinguishes from siblings by explicitly recommending this tool over combining three separate tools.

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?

Provides explicit when-to-use guidance: 'Prefer this tool over combining... when you need a full picture of one company in one call.' Also states the prerequisite: 'Requires EDGAR Alert ENTERPRISE plan.'

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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