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Signal8 MCP Server

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Get Institution Position Changes

get_institution_position_changes
Read-only

Compares quarterly 13F filings to show position changes for an institution, highlighting new, increased, decreased, and exited holdings sorted by magnitude of change.

Instructions

Diff two quarterly 13F snapshots for an institution. Compares the latest filing against the prior quarter and returns per-position changes: new positions, increased, decreased, and exited. Sorted by |changePercent| descending so the biggest moves surface first. Much more efficient than calling get_institution_holdings twice and diffing client-side — the server computes everything in a single SQL query.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
cikYesSEC CIK number of the institution (e.g., "0001067983" for Berkshire Hathaway)
limitNoMaximum results to return (default: 50, 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 mark as read-only. Description adds behavioral details: server-side SQL computation, sorting, and return categories. Missing explanation of changePercent but output schema covers return format.

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?

Three sentences efficiently convey purpose, behavior, and efficiency. Front-loaded with core action, no wasted words. Each sentence earns its place.

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?

Given output schema exists, description covers key aspects: comparison method, sorting, efficiency. However, lacks explanation of changePercent computation. Adequate for the tool's complexity.

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%, so baseline 3. Description does not add significant meaning beyond schema for parameters like cik, limit, offset, only providing an example for cik.

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 diffs two quarterly 13F snapshots and returns position changes, using specific verbs like 'diff' and 'compares'. It distinguishes itself from sibling tool get_institution_holdings by highlighting efficiency.

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

Usage Guidelines5/5

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

Explicitly states when to use (need position changes) and when not to (avoid manual diffing). Provides efficiency justification and mentions sorting by changePercent descending.

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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