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theodor90

form4api-mcp

by theodor90

get_managers

Read-only

Search for fund managers using name (partial match) or minimum AUM. Results show latest 13F-HR filing date and total AUM.

Instructions

Browse the institutional manager index — each manager with their latest 13F-HR filing date and AUM. Filter by name (partial match — "Berkshire" returns Berkshire Hathaway) or minimum AUM. Pair with get_holdings to see what a given manager owns. Requires Business plan. Paginated, max 100/page.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameNoFilter by manager name, case-insensitive partial/substring match. Example: "Berkshire" matches Berkshire Hathaway.
pageNo1-based page number. Defaults to 1.
min_aumNoMinimum assets-under-management in USD, inclusive, as of the manager's latest filed 13F-HR quarter.
per_pageNoResults per page. Defaults to 20, maximum 100.
Behavior4/5

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

Annotations already indicate readOnly and openWorld. The description adds value by detailing pagination (max 100/page) and the Business plan requirement, which are behavioral traits not covered by 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 three sentences, each serving a clear purpose: stating the function, explaining filters and pairing, and noting requirements and limits. No redundant information.

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 read-only browsing tool with good annotations and schema, the description covers essential usage aspects (filters, companion tool, plan requirement, pagination). No output schema exists, but the return value is implicitly clear.

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 baseline is 3. The description reiterates the partial match and minimum AUM filter, but does not add significant new meaning beyond what the schema already provides.

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 tool browses the institutional manager index with specific data (latest 13F-HR filing date and AUM). It distinguishes itself from siblings by mentioning pairing with get_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 provides context for use (browsing managers) and suggests pairing with get_holdings. It also notes the Business plan requirement. However, it does not explicitly exclude scenarios where other tools might be better.

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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