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get_company_filings

Read-onlyIdempotent

Fetch official SEC EDGAR filings for a company by ticker, filtered by form type or date, to answer financial and compliance questions.

Instructions

Get SEC filings for a company by ticker symbol.

Args: ticker: Stock ticker symbol (e.g., 'AAPL', 'TSLA') form_type: SEC form type (e.g., '10-K', '10-Q', '8-K'). Can be a single string or a list of strings. If None, returns all forms. limit: Maximum number of filings to return (default: 10) start_date: Start date for filing search (YYYY-MM-DD format) end_date: End date for filing search (YYYY-MM-DD format)

Returns: Dictionary containing filing information

Input Schema

NameRequiredDescriptionDefault
limitNo
tickerYes
end_dateNo
form_typeNo
start_dateNo

Output Schema

NameRequiredDescriptionDefault
resultYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv0.1.0

TDQS

A3.5/5.0
Behavior3/5

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

Annotations already declare readOnlyHint, idempotentHint, and destructiveHint=false, so the safety profile is covered. The description adds only the 'None returns all forms' default behavior; it omits pagination, ordering, or result-count behavior, so it contributes limited extra context.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Front-loaded single-sentence purpose followed by tightly grouped Args and Returns sections; no sentence is wasted. The trailing 'Returns: Dictionary containing filing information' is thin but harmless.

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?

A read-only lookup tool with annotations covering safety and an output schema covering the return shape, plus full parameter documentation in the description. The only meaningful gap is the absence of sibling disambiguation, which is arguably outside the description's core burden.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 0%, so the description carries the full load and mostly does: it documents all five parameters, gives ticker examples, explains form_type accepts a string or list and screens to all forms when None, states the limit default, and specifies the YYYY-MM-DD date format. It stops short of constraints like a max limit or date-range validation rules.

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?

Specific verb ('Get') plus resource ('SEC filings') and a clear scoping key ('by ticker symbol'). It is distinguishable at a glance, but the description never differentiates itself from close siblings like search_filings or get_latest_10k, so it stops short of a 5.

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 when-to-use guidance and no mention of alternatives despite a crowded sibling set (search_filings, get_latest_10k, get_filing_content, get_recent_8k_filings). The agent gets no signal for choosing this tool over those.

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