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Signal8 MCP Server

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Get Institution Holdings

get_institution_holdings
Read-only

Retrieve the latest 13F portfolio holdings for any institution by CIK, including shares, value, and weight per position, with pagination support.

Instructions

Get the full portfolio holdings for a specific institution by CIK. Returns all positions from their latest 13F filing with shares, value, and portfolio weight. Supports pagination for institutions with large portfolios.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
cikYesSEC CIK number of the institution
limitNoMaximum results to return (default: 20, max: 100)
offsetNoOffset for pagination (default: 0)

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
dataNo
Behavior4/5

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

Annotations already indicate readOnlyHint=true. The description adds that it returns holdings from the latest 13F filing with shares, value, and weight, plus pagination support, which goes beyond the annotations.

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?

Two sentences with the main action first and no extraneous words. Every sentence serves a purpose.

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 the presence of an output schema (though not shown), the description adequately explains the return content and pagination. Parameters are well-documented in the schema, so no gaps.

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 100%, so baseline is 3. The description mentions 'by CIK' and 'pagination' but does not add significant extra meaning beyond what the schema already provides for each parameter.

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 specifies the verb 'Get' and the resource 'full portfolio holdings for a specific institution by CIK', clearly distinguishing it from sibling tools like 'get_institution_activity' or 'get_institution_filings'.

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 states to use a CIK and mentions pagination support, but does not explicitly compare with alternatives or provide when-not-to-use scenarios.

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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