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theodor90

form4api-mcp

get_insider_career_summary

Read-only

Retrieve a comprehensive career summary for an insider using their CIK, including transaction history, trading patterns, and post-trade returns.

Instructions

Get an aggregate career rollup for a single insider by CIK: first/last transaction, total bought/sold/net, top companies, transaction-code breakdown, 10b5-1 plan split, post-trade return averages. Requires Pro plan.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
cikYesInsider CIK number. From SEC EDGAR. Example: 1214156 for Tim Cook.
Behavior3/5

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

Annotations already declare readOnlyHint=true and openWorldHint=true, so the description does not need to repeat safety. It adds the requirement for a Pro plan, but provides no further behavioral details (e.g., data recency, calculation methods). Adequate given 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?

The description is a single, front-loaded sentence that efficiently conveys action, resource, and key output fields without 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?

Given the simple parameter and no output schema, the description adequately lists expected output fields and plan requirement. It could mention data source or limitations, but is complete enough for most use cases.

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 a clear description of the cik parameter. The description adds value by linking the parameter to the output fields, providing insight into what the parameter produces, though schema already defines the input.

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 action ('Get an aggregate career rollup') and resource ('single insider by CIK'), and enumerates specific output fields (first/last transaction, totals, top companies, etc.), distinguishing it from sibling tools like get_insider_transactions.

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

Usage Guidelines3/5

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

The description implies usage for aggregated career-level data of a single insider, but does not explicitly state when to use it versus alternatives like get_insider_transactions or get_insider_profile. It does mention the Pro plan requirement, which provides 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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