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ikop32-code

EDGAR Alert MCP Server

by ikop32-code

Search companies

edgaralert_search_companies
Read-onlyIdempotent

Search SEC-registered companies by name, ticker, SIC code, sector, state, market cap, or S&P 500 membership to find ticker and CIK for company research.

Instructions

Searches SEC-registered companies by name, ticker, SIC code, sector, state of incorporation, market cap bucket, or S&P 500 membership. At least one of query, ticker, or sicCode is required. Use this to find a company's ticker/CIK before calling edgaralert_get_company_profile, edgaralert_get_company_fundamentals, or edgaralert_get_company_agent_context. Requires EDGAR Alert PRO plan or higher.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNoMaximum results, 1-200.
queryNoFree-text match against company name, ticker, or SIC name.
stateNoState of incorporation.
tickerNoExact ticker match.
sicCodeNoExact SIC industry code match.
sp500OnlyNotrue to restrict results to S&P 500 constituents.
sectorCodeNoIndustry sector code (same codes used in alert filters).
marketCapBucketNoMarket cap bucket to filter by.
Behavior5/5

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

Description adds plan requirement beyond annotations; annotations already indicate read-only and idempotent, no contradiction.

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?

Two concise sentences with key info front-loaded; could be slightly more compact but efficient.

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?

Describes purpose, usage, and constraints adequately; return format not described but acceptable for a search tool with good annotations.

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

Parameters4/5

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

Schema coverage is 100%, but description adds the required combination constraint not in schema. However, it mostly restates parameter descriptions.

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 searches SEC-registered companies by multiple criteria and distinguishes it from sibling tools by specifying its role as a lookup before other endpoints.

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 tells when to use (to find ticker/CIK before other tools) and states minimum requirements (at least one of query, ticker, or sicCode).

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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