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imbenrabi

Financial Modeling Prep MCP Server

getLatestInstitutionalFilings

Track recent SEC filings for institutional ownership to monitor major holdings and regulatory submissions from institutional investors.

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)
Behavior2/5

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

No annotations are provided, so the description must fully disclose behavioral traits. It mentions 'real-time view' and 'latest reports,' implying recency and read-only access, but fails to detail critical aspects like rate limits, authentication needs, data freshness, error handling, or pagination behavior. The description is too vague to adequately inform the agent about operational constraints.

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?

The description is concise and front-loaded, with two sentences that directly state the tool's purpose and benefit. There is no wasted language, but it could be slightly more structured by explicitly separating functional description from usage context. Overall, it is efficient and clear.

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

Completeness2/5

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

Given the complexity of financial data tools and the absence of annotations and output schema, the description is incomplete. It lacks details on return values, error cases, behavioral constraints, and differentiation from siblings. For a tool with no structured metadata, the description should provide more comprehensive context to guide the agent effectively.

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%, with both parameters ('page' and 'limit') well-documented in the schema. The description adds no additional meaning about parameters, such as default values or usage context. Since the schema handles the heavy lifting, the baseline score of 3 is appropriate, as the description does not compensate but also does not detract.

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's purpose: 'track the latest reports and disclosures from institutional investors' and 'real-time view of major holdings and regulatory submissions.' It specifies the resource (SEC filings related to institutional ownership) and verb (track/view). However, it does not explicitly differentiate from sibling tools like 'getLatest8KFilings' or 'getLatestFinancialFilings,' which might also involve recent filings but for different purposes.

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?

The description provides no guidance on when to use this tool versus alternatives. It mentions 'real-time view' but does not specify contexts, prerequisites, or exclusions. With many sibling tools for filings and ownership data, the lack of comparative guidance leaves the agent uncertain about selection criteria.

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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