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pickelfintech

the13f-mcp

list_all_managers

Retrieve the full universe of 13F filers including per-manager AUM. Optionally filter to only managers active in the latest quarter. Use to explore institutional holdings data.

Instructions

Research data only. Returns disclosed institutional positions; do not infer manager intent or future direction. Return the full universe of 13F filers with per-manager AUM.

Args: active_only: if true (default), only managers present in the latest quarter.

Returns: { "count": 8625, "active_only": true, "managers": [{"cik": "...", "name": "...", "latest_aum": ..., ...}, ...], "disclaimer": "..." }

NOTE: response can be ~6 MB JSON; consider filtering client-side.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
active_onlyNo
Behavior3/5

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

The description warns about response size (~6 MB) and includes a disclaimer. No annotations exist, so the description partially fulfills behavioral transparency, but it does not detail any destructive behavior or authorization needs.

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

Conciseness4/5

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

Description is well-structured with clear sections for description, args, returns, and a note. Each sentence serves a purpose, but the format could be slightly more concise.

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?

Given one parameter, no output schema, and no annotations, the description is complete: it explains purpose, parameter, return format, and a size warning. Enough for an agent to use correctly.

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 description must compensate. It explains the single parameter 'active_only' and its default behavior clearly, adding value beyond schema. The Returns section also adds clarity.

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?

Description clearly states the tool returns 'the full universe of 13F filers with per-manager AUM', a specific verb+resource. It distinguishes from sibling tools like 'search_managers' by offering a complete list rather than filtered search.

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 clarifies that data is for research only and cautions against inferring intent. It provides a note on response size, suggesting client-side filtering. However, it does not explicitly contrast with sibling tools or state when to use alternatives.

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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