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mgrantley

filed-mcp-server

by mgrantley

filed_search_sec

Search SEC EDGAR filings by company name, CIK, form type, or industry code to retrieve 10-K, 10-Q, 8-K, S-1, and other disclosures.

Instructions

Search SEC EDGAR filings by company name, CIK number, form type, or industry code. Find 10-K annual reports, 10-Q quarterlies, 8-K event disclosures, S-1 registrations, and more.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
queryNoCompany name or keyword to search
formsNoComma-separated form types to filter: 10-K, 10-Q, 8-K, S-1, DEF 14A, 13F-HR, etc.
cikNoSEC Central Index Key
sicNoStandard Industrial Classification code
start_dateNoFilter filings after this date (YYYY-MM-DD)
end_dateNoFilter filings before this date (YYYY-MM-DD)
limitNoMax results, up to 100 (default: 25)
Behavior2/5

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

No annotations are provided, and the description does not disclose behavioral traits such as rate limits, pagination, or whether results include full text or metadata. The description only states the tool searches and finds filings, leaving key behavioral aspects unclear.

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 two sentences with no fluff, front-loading the purpose. Every word earns its place.

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

Completeness3/5

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

Given 7 parameters, no required fields, and no output schema, the description adequately states the search capability but lacks details on return format, pagination (limit up to 100), and edge cases. It is minimally sufficient but not comprehensive.

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%, so the schema already details all parameters. The description adds marginal value by mentioning example form types, but does not elaborate on parameter usage or constraints beyond what the schema provides. 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 clearly states it searches SEC EDGAR filings with specific criteria (company name, CIK, form type, industry code) and lists example forms. However, it does not differentiate from sibling tools like filed_search_contracts or filed_search_lobbying, which target specific filing subsets.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description implies general SEC filing search usage but provides no explicit guidance on when to use this tool versus alternatives. It does not specify exclusions or prerequisites, relying on context from the tool name and sibling list.

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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