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theodor90

form4api-mcp

get_filing

Read-only

Fetch a specific SEC Form 4 filing using its accession number. Returns dates, company and insider details, and transaction count.

Instructions

Fetch one Form 4 filing by its exact SEC accession number (format NNNNNNNNNN-YY-NNNNNN, e.g. 0000320193-26-000001). Use this once you already have an accession number from get_recent_filings or get_transactions. Returns filed/period-of-report dates, company and insider identity, and transaction count for that filing. Free plan.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
accessionYesSEC accession number in NNNNNNNNNN-YY-NNNNNN format (10-digit filer CIK, 2-digit year, 6-digit sequence), e.g. 0000320193-26-000001. Copy this from a get_recent_filings or get_transactions result.
Behavior4/5

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

Annotations already indicate readOnlyHint and openWorldHint. Description adds return fields (dates, identity, transaction count) and free plan mention, but lacks details on error behavior or limitations.

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, front-loaded with purpose and example, concise with no unnecessary 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?

Given 1 param and no output schema, description covers what is returned and when to use. Could mention missing accession handler but sufficient for context.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100% with description. Description adds format example (0000320193-26-000001) and context to copy from other tools, exceeding the schema's base description.

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?

Clearly states it fetches a Form 4 filing by accession number, with format example. Distinguishes from siblings like get_recent_filings and get_transactions.

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 says 'Use this once you already have an accession number from get_recent_filings or get_transactions', providing clear when-to-use and source of input.

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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