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imbenrabi

Financial Modeling Prep MCP Server

getLatestInstitutionalFilings

Read-onlyIdempotent

Retrieve recent SEC filings showing institutional ownership changes. Track major holdings and regulatory submissions from institutional investors to stay informed on market moves.

Instructions

Stay up to date with the most recent SEC filings related to institutional ownership using the Institutional Ownership Filings API. This tool allows you to track the latest reports and disclosures from institutional investors, giving you a real-time view of major holdings and regulatory submissions.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
pageNoPage number (default: 0)
limitNoLimit on number of results (default: 100, max: 100)
Behavior3/5

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

Annotations already declare readOnlyHint, idempotentHint, openWorldHint. Description adds 'latest' and 'real-time view' but no details on pagination or result volatility. Does not contradict annotations.

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, reasonably concise. Slight fluff from 'Stay up to date with' but overall efficient.

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?

Low complexity with 2 params and no output schema. Description is adequate but could specify what data is returned (e.g., list of filings with holder, date, form type).

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 coverage is 100% with descriptions for page and limit. Description adds no parameter information; baseline 3 applies.

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 it retrieves latest SEC filings related to institutional ownership. However, it does not differentiate from similar filing tools like getFilingsBySymbol or getLatest8KFilings.

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 on when to use this tool versus alternatives like getFilingsByFormType or getLatestFinancialFilings. Lacks when-not or explicit context.

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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