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longbridge

longbridge

Official

Shareholders

shareholder
Read-onlyIdempotent

Retrieve institutional shareholders for a given security symbol. Get ownership data to analyze investor positions.

Instructions

Get institutional shareholders for a symbol.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
_jqNoOptional jq filter (jaq syntax) applied to this tool's JSON response before it is returned; it never changes the upstream request. One output is returned as-is, several as a JSON array, none as []. Module imports and the `env`/`debug`/`stderr` builtins are unavailable. Example: .data | map({symbol}). Omit for the full response.
symbolYesSecurity symbol, e.g. "700.HK". Use the canonical form — a padded code like "00700.HK" returns an empty record, not an error.

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed2 schema fields changedv0.12.0
    • addedInput schema / properties / _jq / description
      Added value: +"Optional jq filter (jaq syntax) applied to this tool's JSON response before it is returned; it never changes the upstream request. One output is returned as-is, several as a JSON array, none as []. Module imports and the `env`/`debug`/`stderr` builtins are unavailable. Example: .data | map({symbol}). Omit for the full response."
    • changedInput schema / properties / symbol / description
      Previous value: -"Security symbol, e.g. \"700.HK\""New value: +"Security symbol, e.g. \"700.HK\". Use the canonical form — a padded code like \"00700.HK\" returns an empty record, not an error."
  2. Changed2 schema fields changedv0.10.6
    • addedInput schema / properties / _jq
      Added value: +{
      +  "type": "string"
      +}
    • changedOutput schema / (root)
      Previous value: -{
      -  "$defs": {
      -    "ShareholderItem": {
      -      "properties": {
      -        "change": {
      -          "type": [
      -            "string",
      -            "null"
      -          ]
      -        },
      -        "change_type": {
      -          "type": [
      -            "string",
      -            "null"
      -          ]
      -        },
      -        "institution": {
      -          "type": [
      -            "string",
      -            "null"
      -          ]
      -        },
      -        "ratio": {
      -          "type": [
      -            "string",
      -            "null"
      -          ]
      -        },
      -        "reported_at": {
      -          "type": [
      -            "string",
      -            "null"
      -          ]
      -        },
      -        "shares": {
      -          "type": [
      -            "string",
      -            "null"
      -          ]
      -        }
      -      },
      -      "type": "object"
      -    }
      -  },
      -  "properties": {
      -    "shareholders": {
      -      "items": {
      -        "$ref": "#/$defs/ShareholderItem"
      -      },
      -      "type": [
      -        "array",
      -        "null"
      -      ]
      -    }
      -  },
      -  "type": "object"
      -}New value: +null
  3. Changed1 schema field changedv0.7.1
    • removedInput schema / title
      Removed value: -"SymbolParam"
  4. Changed11 schema fields changedv0.6.0
    • removedOutput schema / $defs / ShareholderItem / description
      Removed value: -"One holder in `shareholder`'s `shareholders`.\n\nSubset of documented fields; upstream may return more."
    • removedOutput schema / $defs / ShareholderItem / properties / change / description
      Removed value: -"Change in shares."
    • removedOutput schema / $defs / ShareholderItem / properties / change_type / description
      Removed value: -"Direction / kind of change."
    • removedOutput schema / $defs / ShareholderItem / properties / institution / description
      Removed value: -"Institution name."
    • removedOutput schema / $defs / ShareholderItem / properties / ratio / description
      Removed value: -"Ownership ratio."
    • removedOutput schema / $defs / ShareholderItem / properties / reported_at / description
      Removed value: -"Report date."
    • removedOutput schema / $defs / ShareholderItem / properties / shares / description
      Removed value: -"Shares held."
    • removedOutput schema / $schema
      Removed value: -"https://json-schema.org/draft/2020-12/schema"
    • removedOutput schema / description
      Removed value: -"Returned by `shareholder`. Wraps a `shareholders` array.\n\nSubset of documented fields; upstream may return more."
    • removedOutput schema / properties / shareholders / description
      Removed value: -"Institutional shareholders."
    • removedOutput schema / title
      Removed value: -"ShareholderResponse"
  5. Changed1 schema field changedv0.5.6
    • changedOutput schema / (root)
      Previous value: -nullNew value: +{
      +  "$defs": {
      +    "ShareholderItem": {
      +      "description": "One holder in `shareholder`'s `shareholders`.\n\nSubset of documented fields; upstream may return more.",
      +      "properties": {
      +        "change": {
      +          "description": "Change in shares.",
      +          "type": [
      +            "string",
      +            "null"
      +          ]
      +        },
      +        "change_type": {
      +          "description": "Direction / kind of change.",
      +          "type": [
      +            "string",
      +            "null"
      +          ]
      +        },
      +        "institution": {
      +          "description": "Institution name.",
      +          "type": [
      +            "string",
      +            "null"
      +          ]
      +        },
      +        "ratio": {
      +          "description": "Ownership ratio.",
      +          "type": [
      +            "string",
      +            "null"
      +          ]
      +        },
      +        "reported_at": {
      +          "description": "Report date.",
      +          "type": [
      +            "string",
      +            "null"
      +          ]
      +        },
      +        "shares": {
      +          "description": "Shares held.",
      +          "type": [
      +            "string",
      +            "null"
      +          ]
      +        }
      +      },
      +      "type": "object"
      +    }
      +  },
      +  "$schema": "https://json-schema.org/draft/2020-12/schema",
      +  "description": "Returned by `shareholder`. Wraps a `shareholders` array.\n\nSubset of documented fields; upstream may return more.",
      +  "properties": {
      +    "shareholders": {
      +      "description": "Institutional shareholders.",
      +      "items": {
      +        "$ref": "#/$defs/ShareholderItem"
      +      },
      +      "type": [
      +        "array",
      +        "null"
      +      ]
      +    }
      +  },
      +  "title": "ShareholderResponse",
      +  "type": "object"
      +}
  6. Addedv0.4.5
  7. Removedv0.4.0
  8. Addedv0.3.2
  9. Removedv0.3.1
  10. First observedv0.1.12

TDQS

B3.2/5.0
Behavior2/5

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

Annotations already declare readOnlyHint=true, openWorldHint=true, idempotentHint=true, and destructiveHint=false, which fully cover the safety profile. The description adds no behavioral context beyond the bare purpose—no mention of output format, pagination, rate limits, or any special handling. It does not contradict annotations, but it provides zero additional transparency.

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?

The description is a single sentence that is direct and front-loaded. It states the action and resource immediately with no wasted words. It is appropriately concise for such a simple tool.

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 low complexity (2 params, no nested objects, no output schema), the description is mostly complete. The agent knows what the tool does and has the required parameter from the schema. The only minor gap is that it does not hint at what the response contains (e.g., list of institutions with percentages), but this is not critical for calling the tool correctly.

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?

The schema describes both parameters fully, including the 'symbol' parameter with an example and a warning about canonical form. Schema description coverage is 100%, so the description does not need to add parameter meaning. The phrase 'for a symbol' adds no new information, so a baseline 3 is appropriate.

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 clear verb and resource: 'Get institutional shareholders' and specifies the input 'for a symbol.' It is not a tautology and gives the agent a concrete idea of the tool's function. However, it does not explicitly distinguish this from related siblings like 'shareholder_detail' or 'shareholder_top', so it lacks explicit differentiation.

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 does not mention conditions like 'for a quick overview of institutional holders' versus more detailed breakdowns available in sibling tools. There is no mention of why an agent would choose this over related shareholders tools.

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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