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ikop32-code

EDGAR Alert MCP Server

by ikop32-code

Search insider trading alerts with filters

edgaralert_search_alerts
Read-onlyIdempotent

Search SEC insider trading alerts (Form 4, 8-K) by ticker, score range, date, side, sector, market cap, and trade type to find specific transactions.

Instructions

Searches SEC insider trading alerts (Form 4 buy/sell signals and 8-K officer/director change events) using detailed filters: ticker, signal score range, date range, transaction side, sector, market cap bucket, and planned-vs-discretionary trade type. Requires EDGAR Alert PRO plan or higher (your Enterprise key qualifies). Use this for targeted research questions like 'show me large-cap insider buys in tech this month' rather than a general recent-activity feed (use edgaralert_get_latest_alerts for that).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
sideNoTransaction direction.
limitNoMaximum results, 1-200.
scopeNo"watchlist" restricts to the user's default ticker list; ignored if ticker is set.
statusNoAlert status filter.
tickerNoExact stock ticker to filter on, e.g. AAPL.
toDateNoISO date (YYYY-MM-DD). Only alerts on/before this date.
fromDateNoISO date (YYYY-MM-DD). Only alerts on/after this date.
maxScoreNoMaximum signal_score, inclusive.
minScoreNoMinimum signal_score, inclusive.
eventTypeNoRaw alert event type filter.
plannedOnlyNoOnly planned/10b5-1/scheduled trades.
sectorCodesNoIndustry sector codes to filter by (same codes as company search).
marketCapBucketsNoMarket cap buckets to include.
discretionaryOnlyNoOnly likely-discretionary (non-scheduled) trades.
priorWeaknessOnlyNoOnly alerts where the stock showed prior price weakness.
historicalEdgeOnlyNoOnly alerts with a favorable historical signal track record.
Behavior4/5

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

Annotations already declare readOnlyHint=true, idempotentHint=true, openWorldHint=true, and destructiveHint=false. The description adds context about the required subscription plan and the query scope, but does not discuss response format or pagination. Since annotations are rich, the description supplements them well 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 two sentences, each serving a distinct purpose: the first explains the tool's function and lists key filters, the second gives usage guidance and an alternative. No wasted words, and the core action is front-loaded.

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 tool with 16 parameters and no output schema, the description provides a good overview of capabilities, usage context, and prerequisites. It does not describe the output structure, but the limit parameter hints at pagination. Overall, it is fairly complete for an experienced user.

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 each parameter is already documented. The description adds value by grouping filters into categories (e.g., 'signal score range, date range, transaction side'), but does not provide details beyond what the schema offers. Baseline 3 is appropriate.

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 action ('Searches SEC insider trading alerts'), specifies the resource (Form 4 and 8-K events), and distinguishes itself from the sibling tool edgaralert_get_latest_alerts by contrasting 'targeted research questions' with 'general recent-activity feed'.

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?

Explicitly defines when to use ('targeted research questions') and when not to use ('general recent-activity feed'), names the alternative tool (edgaralert_get_latest_alerts), and mentions the prerequisite (PRO plan or higher, noting the Enterprise key qualifies).

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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