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mkkim2102

finance-mcp-server-ko

by mkkim2102

get_executive_ownership_reports

Retrieve insider ownership filings by executives and major shareholders for a company using its DART code. Filter by filing date range and limit results to the most recent reports.

Instructions

Get executive/major-shareholder stock ownership reports (임원ㆍ주요주주 소유보고).

Uses Open DART's 임원ㆍ주요주주 소유보고 endpoint, which lists ownership reports filed by company executives and major (10%+) shareholders whenever their holdings change. DART returns this endpoint's full filing history in one call with no date parameter of its own, so date filtering and the result limit are both applied here after fetching. Active large-cap companies can have thousands of these filings, so the default limit keeps a call without a date range from returning all of them at once.

Args: corp_code: The company's eight-digit Open DART corporation code. Samsung Electronics is 00126380. start_date: Optional start of a filing-date range, as YYYYMMDD or YYYY-MM-DD. When omitted, defaults to roughly the last 3 months (90 days), since this endpoint covers frequent, routine insider-ownership filings. end_date: Optional end of a filing-date range, as YYYYMMDD or YYYY-MM-DD. When omitted, defaults to today (or completes a roughly three-month window when only end_date is supplied). limit: Maximum number of filings to return, most recent first (default 50, max 200). Narrow the date range to see more than the most recent filings.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNo
end_dateNo
corp_codeYes
start_dateNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Schema Changelog

Changes observed during successful MCP inspections. Dates show when Glama detected each change.

  1. First observedv0.1.0

TDQS

A4.1/5.0
Behavior4/5

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

With no annotations, the description carries the full behavioral burden. It explicitly discloses that the endpoint returns the full filing history, that date filtering and limits are applied client-side, and that large-cap companies may have thousands of filings. It does not mention error behavior, rate limits, or auth prerequisites, but it is unusually transparent for a read-only data retrieval tool.

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 front-loaded with purpose and behavior, then organized into an Args block. Every sentence earns its place: endpoint behavior, default-date rationale, large-data warning, and parameter details are all relevant. No filler or redundancy.

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?

The description is complete enough to invoke the tool correctly: all parameters are defined, defaults are explained, and the output schema covers return values. It lacks an explicit API-key prerequisite and alternative-tool routing, but those are minor relative to the strong invocation guidance provided.

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

Parameters5/5

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

The input schema provides no descriptions, so the description fully compensates. It explains corp_code with an example, date formats and default behaviors for start_date and end_date, and limit semantics including default, maximum, and ordering behavior. This goes well beyond what the schema alone conveys.

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 a specific resource: executive/major-shareholder stock ownership reports, with a concrete verb and endpoint context. However, it does not explicitly differentiate itself from sibling tools such as get_major_shareholder_status, get_major_shareholder_changes, or get_major_holding_reports, which appear to overlap in subject matter.

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 gives strong context about what the endpoint covers and when filings occur ('whenever their holdings change'), so usage is implied. It does not state when to prefer this tool over alternates or when not to use it, which is a notable gap given the many similar sibling 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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