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pickelfintech

the13f-mcp

list_quarters

Return all quarter codes with available institutional 13F data. Use the latest quarter by default to identify which disclosure periods can be queried.

Instructions

Research data only. Returns disclosed institutional positions; do not infer manager intent or future direction. Return all quarter codes with available data.

Returns: {"quarters": ["q1y2013", ..., "q4y2025"], "latest": "q4y2025"}

Use the latest quarter by default unless the user specifies one.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior4/5

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

Given no annotations, the description carries the burden and does well: it warns the data is research-only and not to infer manager intent, which is crucial behavioral context that goes beyond the simple listing function.

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 extremely concise with three short sentences, each serving a distinct purpose: data caveat, output format, and usage instruction. No wasted words.

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?

For a parameterless tool with no output schema, the description fully covers purpose, behavioral caveats, output format, and default usage. It is complete for its simplicity.

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?

The tool has no parameters, so the description explains the output format and default behavior, adding value beyond the empty schema. The baseline is 4 for zero parameters.

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 clearly states it returns quarter codes with available data, specifying the exact output format and default behavior. It distinguishes itself from siblings by being a simple listing tool with no input parameters, unlike other tools that require manager names or filters.

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 explicitly advises to use the latest quarter by default unless the user specifies one, which provides clear usage guidance. However, it does not explicitly mention when not to use this tool or alternatives, though its purpose is distinct.

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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