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theodor90

form4api-mcp

get_insider_transactions

Read-only

Retrieve all Form 4 insider trading transactions for a given CIK number, with options to filter by date, transaction code, ticker, and exclude 10b5-1 plan trades.

Instructions

Get all Form 4 transactions for a specific insider by their CIK.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
toNoEnd date ISO 8601
cikYesInsider CIK number
codeNoFilter by SEC transaction code
fromNoStart date ISO 8601
pageNoPage number
tickerNoFilter to a specific company ticker
per_pageNoResults per page (max 100)
exclude_10b5NoExclude pre-scheduled 10b5-1 plan trades
Behavior3/5

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

Annotations already provide readOnlyHint=true and openWorldHint=true. Description states 'Get all Form 4 transactions' but adds no extra behavioral context like pagination or data freshness. Adequate but not enhanced.

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?

Single sentence, no redundancy, directly states purpose. Highly concise and front-loaded.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness2/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

No output schema, so description should clarify return format or key fields. Only states 'transactions' without mentioning pagination or what fields are returned. Incomplete given parameter complexity (8 params).

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 description coverage is 100%, so parameters are fully documented in schema. Description does not add meaning beyond the schema, earning baseline 3.

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?

Clear verb ('Get'), resource ('Form 4 transactions'), and scope ('for a specific insider by their CIK'). Distinguishes from sibling tools like get_company_insiders and get_insider_profile.

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?

Implies use when needing transactions for a specific insider via CIK, but no explicit when-not-to-use or alternative suggestions. Clear context for intended use.

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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