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mkkim2102

finance-mcp-server

by mkkim2102

get_executive_ownership_reports

Retrieve executive and major-shareholder ownership filings for a company to track insider holdings changes. Filter by filing date range and limit results to recent disclosures.

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

A4.6/5.0
Behavior4/5

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

With no annotations provided, the description carries the full disclosure burden. It meaningfully explains that DART returns the full filing history in one call with no native date parameter, so date filtering and result limiting are applied after fetching. It also warns that large-cap companies can have thousands of filings and that the default limit prevents returning all of them at once.

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 longer than average, but the length is earned. The purpose is front-loaded, the Args section is consistently structured, and the extra explanation about post-fetch filtering and default limits is essential behavioral context rather than filler.

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

Completeness5/5

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

The description provides everything needed to invoke the tool correctly: the underlying data source, the behavior around date filtering, all parameter semantics, and the reason for the limit. Since an output schema exists, explaining return values is unnecessary, and no critical invocation detail is missing.

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?

Schema description coverage is 0%, so the description must compensate entirely. It does so thoroughly: corp_code is explained with a concrete example, start_date and end_date get accepted formats and default behavior, and limit gets a default, a maximum, and ordering information. Every parameter is meaningfully documented beyond the raw schema.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description opens with a clear verb-object statement: 'Get executive/major-shareholder stock ownership reports' and then defines the specific resource: filings by executives and major (10%+) shareholders whenever holdings change. This is specific enough to distinguish it from the many shareholder-related sibling tools, even without naming each alternative.

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

Usage Guidelines4/5

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

The description establishes clear usage context by explaining that this endpoint covers frequent routine insider-ownership filings and therefore defaults to a three-month window. It does not explicitly name sibling alternatives or state when not to use this tool, but the described behavior gives an agent enough context to choose it appropriately.

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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