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secapi-dev

secapi-mcp

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by secapi-dev

search_institutions

Search for institutional investment managers that file Form 13F by name or CIK. Returns hedge funds, asset managers, and other institutions.

Instructions

Search institutional investment managers (13F filers) by name or CIK. Returns hedge funds, asset managers, and other institutions that file Form 13F.

Examples:

  • search_institutions({ query: "Berkshire" })

  • search_institutions({ query: "Vanguard", limit: 5 })

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
pageNo
limitNo
queryNoInstitution name search query
Behavior2/5

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

No annotations are provided, so the description must disclose all behavioral traits. It does not mention authentication, rate limits, error responses, or behavior for missing results. The optionality of query is unclear from the required field count.

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 concise: two sentences and two examples. Purpose is front-loaded, and every sentence adds value. No wasted words.

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?

For a search tool with 3 parameters, no output schema, and no annotations, the description is adequate but not complete. It explains the main function and provides examples but lacks details on pagination and output format.

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 33% (only query has a description). The description adds meaning for query (name or CIK) but does not explain page or limit. It partially compensates but is incomplete for the two pagination 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 the tool searches institutional investment managers (13F filers) by name or CIK, with specific examples. It distinguishes itself from sibling tools like search_companies and search_filings by specifying the resource type.

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 usage for searching institutions but does not provide when-not-to-use guidance or alternatives like institution_holdings or analyze_filing. The context is clear but lacks explicit exclusions.

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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