sec-ai

by lkcair

Overview Schema Source Related Servers Discussions Admin

Python

Remote

analyze_8k_filing

Read-onlyIdempotent

Retrieves and summarizes a company's latest 8-K filing using its stock ticker to surface key event disclosures.

Instructions

Get and summarize the latest 8-K filing for a company.

Args: ticker: Stock ticker symbol

Returns: Dictionary containing 8-K summary with actual content

Tool call template

Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.

{
  "id": 1,
  "jsonrpc": "2.0",
  "method": "tools/call",
  "params": {
    "arguments": {
      "ticker": "<ticker>"
    },
    "name": "analyze_8k_filing"
  }
}

Input Schema

Name	Required	Description	Default
`ticker`	Yes

Output Schema

Name	Required	Description	Default
`result`	Yes

Schema Changelog

Changes observed during successful MCP inspections.

First observedv0.1.0Oct 21, 2026

TDQS

B3.2/5.0

Behavior3/5

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

Annotations already cover the safety profile (readOnlyHint, idempotentHint, destructiveHint=false, openWorldHint), so the description need not restate that. It does add one meaningful trait beyond the annotations: this tool summarizes rather than returning raw filing text. It says nothing about summary length, behavior when no 8-K exists, or rate limits.

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?

Short and front-loaded, with the core purpose in the first sentence. The Args/Returns block is slightly redundant given a structured schema and output schema exist, but it is not bloated.

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?

For a single-parameter, read-only tool with an output schema present, the description covers the input and the nature of the result. Remaining gaps (summary length, no-filing case) are minor given the output schema carries the return shape.

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 0%, so the description is the only place 'ticker' is defined; it does so as 'Stock ticker symbol'. That is the minimum needed but adds no format guidance (e.g., case, exchange suffix) for the sole required parameter.

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 states a specific verb pair ('get and summarize') and a specific resource ('the latest 8-K filing for a company'), which is enough to distinguish it from list-style siblings like get_recent_8k_filings and raw-retrieval tools like get_filing_content. It does not, however, name any sibling explicitly to sharpen the boundary.

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?

There is no when-to-use guidance, no exclusion criteria, and no mention of alternatives such as get_recent_8k_filings or get_filing_content. The 'latest' qualifier implies a scenario but the agent must infer when this tool beats its many 8-K/filing siblings.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.