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signal8ai

Signal8 MCP Server

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Get Institution Filings

get_institution_filings
Read-only

Retrieve a paginated list of 13F filings for an institution by its SEC CIK number.

Instructions

Get the list of 13F filings for an institution by CIK, with pagination.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
cikYesSEC CIK number of the institution
limitNoMaximum results to return (default: 20, max: 50)
offsetNoOffset for pagination (default: 0)

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
dataNo
Behavior3/5

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

Annotations already declare readOnlyHint=true, so no additional safety disclosure is needed. The description adds pagination behavior but does not discuss rate limits, authentication, or error handling, which is acceptable for a read 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?

A single, well-structured sentence conveys all necessary information without wasted words. It is front-loaded and easy to parse.

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?

With an existing output schema, the description need not detail return fields. The description covers the core functionality and pagination, which is sufficient for a straightforward list tool. However, it could optionally mention the filing type (13F) more prominently.

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 coverage is 100% with all parameters described. The description adds 'by CIK' and 'pagination,' but these are already implied by the schema. No new meaning is added beyond the structured fields.

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 retrieves a list of 13F filings for an institution by CIK, with pagination. It uses a specific verb and resource, differentiating it from sibling tools like get_institution_holdings or get_institution_detail.

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

Usage Guidelines2/5

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

The description provides no guidance on when to use this tool versus alternatives, such as get_institution_holdings. Given the large number of sibling tools, explicit usage context is missing.

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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