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theodor90

form4api-mcp

get_insider_profile

Read-only

Retrieve an insider's profile by CIK, including name, title, and role flags for director, officer, or 10% owner.

Instructions

Get an insider profile by CIK — name, title, role flags (director/officer/10pct owner).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
cikYesInsider CIK number, e.g. 0001214128
Behavior4/5

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

Annotations already mark the tool as read-only and open-world. The description adds context about the output fields (name, title, role flags), providing useful behavioral transparency beyond the annotations. No contradiction.

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 sentence of 15 words, front-loading the purpose and output. Every word adds value; no redundancy or filler.

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?

For a simple tool with one parameter and no output schema, the description is complete enough to inform the agent. It concisely states what the tool does and what it returns. Minor omission: not explaining 'role flags' in detail, but not critical.

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% for the single parameter 'cik', which has a clear description and example. The description adds no additional parameter semantics beyond what the schema provides, so baseline 3 is appropriate.

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), the resource (insider profile), and the identifier (by CIK). It also lists the returned fields (name, title, role flags), effectively distinguishing it from sibling tools like 'get_company_insiders' which lists insiders for a company.

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 when you have a CIK number but does not provide explicit guidance on when to use this tool versus alternatives, nor does it mention prerequisites or limitations.

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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