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imbenrabi

Financial Modeling Prep MCP Server

getPositionsSummary

Read-onlyIdempotent

Retrieve a summary of institutional holdings for a specific stock, including number of investors, changes in shares, total investment value, and ownership percentages for a given quarter and year.

Instructions

The Positions Summary API provides a comprehensive snapshot of institutional holdings for a specific stock symbol. It tracks key metrics like the number of investors holding the stock, changes in the number of shares, total investment value, and ownership percentages over time.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
symbolYesStock symbol
yearYesYear of filing
quarterYesQuarter of filing (1-4)
Behavior3/5

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

Annotations already declare readOnlyHint, idempotentHint, and openWorldHint. The description adds context about tracked metrics but does not disclose potential behavioral traits like pagination, data freshness, or rate limits. It 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?

The description is a single sentence that is efficiently written. It could be slightly improved by front-loading the action, but it contains no unnecessary words.

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?

Given the tool has three required parameters and no output schema, the description provides a solid overview of what the tool returns. It is adequate for an agent to understand the tool's purpose and inputs.

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%, so baseline is 3. The description adds meaning by stating the tool tracks data 'over time' and mentions 'stock symbol', but does not elaborate on year and quarter beyond the schema's own 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 provides a comprehensive snapshot of institutional holdings for a specific stock symbol, listing specific metrics like number of investors, changes in shares, total value, and ownership percentages. This is specific and non-tautological.

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 (e.g., getHolderPerformanceSummary or getInstitutionalFilings). There is no mention of when not to use it or context for selection among siblings.

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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