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toolstem-sec-mcp-server

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Company Filings Summary

get_company_filings_summary

Retrieve a structured overview of SEC filings for any company, including signals like filing velocity, material event count, and disclosure trends to quickly assess filing activity.

Instructions

Retrieve a structured overview of a company's SEC filing activity. Returns the most recent 20 filings and pre-computed signals: filing velocity (ACCELERATING / NORMAL / SLOWING vs. trailing 365-day average), material event count in the last 90 days, 10-K disclosure volume trend (RISING / STABLE / FALLING), and the unique form types filed in the last 90 days. Use this as a first-pass signal before digging into insider or material-event detail.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
ticker_or_cikYesTicker symbol (e.g. "AAPL") or numeric CIK (e.g. "320193" or "0000320193").

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
tickerYes
cikYes
company_nameYes
recent_filingsYes
signalsYes
metaYes
Behavior4/5

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

Despite no annotations, the description fully explains the tool's read-only behavior and output. It details the returned signals and their nature, making the agent aware of what to expect. No side effects are implied.

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, well-structured paragraph that front-loads the main action and lists outputs efficiently. Every sentence adds value without redundancy.

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

Completeness5/5

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

Given the simple single-parameter input and existing output schema, the description covers all necessary context: what it returns, key signals, and its role as a first-pass tool. It is complete for an agent to decide usage.

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%, so the baseline is 3. The description does not add further parameter guidance beyond the schema's description. It is adequate but not enhanced.

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 retrieves a structured overview of SEC filing activity, listing specific outputs (recent 20 filings, velocity, material event count, etc.). It distinguishes itself from siblings by positioning as a first-pass signal before insider or material event detail.

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 explicitly advises using this as a first-pass signal before deeper tools, providing clear context. It does not explicitly list when not to use, but the guidance is strong enough.

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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