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Signal8 MCP Server

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Get Top Institutions by AUM

get_institution_top_aum
Read-only

Identify top institutional investors across all companies ranked by assets under management. Filter by minimum AUM to find major smart money flows.

Instructions

Discover top institutional holders across the entire company universe ranked by assets under management (AUM). Unlike get_ownership which shows institutions for a single company, this tool searches across all companies to find the largest institutional players. Optionally set a minimum AUM. Useful for identifying smart money flows and major institutional positioning trends.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNoMaximum results to return (default: 25, max: 100)
minAumNoMinimum AUM in USD to filter institutions (e.g., 1000000000 for $1B+)
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 declare readOnlyHint=true; description adds behavioral detail beyond annotations: ranking by AUM, cross-company scope, optional min AUM filter. No contradictions.

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, front-loaded with primary purpose, differentiation, optional parameter, and use case. No wasted words.

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?

Output schema exists so return values are covered. Description covers purpose, differentiation, optional parameter, use case. Lacks mention of offset/pagination but schema handles it. Complete enough for a low-complexity tool.

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% and describes all parameters well. Description adds minimal extra meaning ('Optionally set a minimum AUM'), which aligns with schema. No additional semantics beyond what schema provides.

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 verb 'Discover' and resource 'top institutional holders across the entire company universe ranked by AUM', distinguishing itself from get_ownership which shows institutions for a single company.

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?

Explicitly contrasts with get_ownership ('Unlike get_ownership...this tool searches across all companies') and provides use cases ('identifying smart money flows and major institutional positioning trends'). Lacks explicit when-not-to-use guidance but clear context.

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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