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imbenrabi

Financial Modeling Prep MCP Server

getForm13FFilingDates

Read-onlyIdempotent

Retrieve dates of Form 13F filings for any institutional investor using its CIK number to track stock holdings and investment strategies.

Instructions

The Form 13F Filings Dates API allows you to retrieve dates associated with Form 13F filings by institutional investors. This is crucial for tracking stock holdings of institutional investors at specific points in time, providing valuable insights into their investment strategies.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
cikYesCIK number
Behavior3/5

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

Annotations already indicate readOnlyHint=true, so no contradiction. The description adds minimal behavioral context beyond stating it retrieves dates. Given annotations, this is adequate but not enriched.

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 sentences, front-loaded with purpose. Efficient and without fluff, though not exceptionally crisp.

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

Completeness3/5

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

No output schema is provided, and the description only mentions returning dates without details on format, pagination, or error handling. It is minimally complete for a simple retrieval tool.

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 schema covers the single parameter with 'CIK number', and the description does not add additional meaning, such as explaining what a CIK is or how to obtain it. Baseline score of 3 is appropriate.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool retrieves dates for Form 13F filings, specifying the resource and action. However, it does not explicitly differentiate from sibling tools like getFilingsByCIK, which may also return dates, so it stops short of a perfect score.

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

Usage Guidelines2/5

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

No guidance is provided on when to use this tool versus alternatives such as getFilingsByCIK or getLatestInstitutionalFilings. The description lacks explicit context on when-not-to-use or how it fits into a workflow.

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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