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signal8ai

Signal8 MCP Server

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Get Comprehensive Ownership

get_ownership
Read-only

Retrieve a unified ownership breakdown for a company by aggregating insider, institutional, and activist holdings with counterparty resolution.

Instructions

Get unified ownership breakdown for a company combining Form 4 insider holdings, 13F institutional holdings, and 13D/13G activist positions. All entities are resolved across the three SEC form types into a single view with counterparty resolution. The allHolders array is paginated via limit/offset (default 100). Aggregate stats (institutional/insider/beneficial/retail totals and percentages) are always included in full.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNoMaximum holders to return in allHolders (default: 100, max: 100)
offsetNoOffset for pagination (default: 0)
tickerYesStock ticker symbol (e.g., AAPL, TSLA)

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
dataNo
Behavior5/5

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

Adds valuable behavioral details beyond the readOnlyHint annotation: pagination via limit/offset, default limit of 100, and that aggregate stats are always included. 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?

Two concise sentences with front-loaded purpose and efficient detail on pagination and stats. No wasted words.

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, the description appropriately covers purpose, pagination, and aggregate stats. It is complete for a 3-parameter read-only 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%, so each parameter is already described. The description reinforces pagination defaults but does not add new meaning beyond what's in the schema.

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?

Description clearly states the tool provides a unified ownership breakdown combining Form 4, 13F, and 13D/13G filings, distinguishing it from sibling tools that focus on individual ownership types (e.g., get_insider_positions, get_institution_holdings).

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 implies use for comprehensive ownership needs but does not explicitly compare to alternatives or state when not to use. The context is clear enough for an agent to infer usage.

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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