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ykshah1309

Financial Hub MCP Server

by ykshah1309

Search SEC Filings

search_filings
Read-onlyIdempotent

Search SEC EDGAR filings by keyword, filter by form type and date range, and paginate through results.

Instructions

Full-text search across all SEC EDGAR filings. Search for keywords in filing documents, optionally filtered by form type and date range. Supports pagination — use offset to fetch subsequent pages.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
formsNoComma-separated form types to filter (e.g. '10-K,10-Q')
limitNoResults per page (default 20, max 50)
queryYesSearch terms to find in filings
offsetNoNumber of results to skip for pagination
endDateNoEnd date in YYYY-MM-DD format
startDateNoStart date in YYYY-MM-DD format
Behavior4/5

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

Annotations already declare readOnlyHint, openWorldHint, idempotentHint, and destructiveHint=false. The description adds meaningful behavioral context about pagination ('use offset to fetch subsequent pages') and optional filtering by form type/date range, going beyond annotation data without contradicting it.

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, front-loaded with the core purpose, and every sentence earns its place. No filler or redundant information; it efficiently covers scope, filters, and pagination.

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 search tool with no output schema, the description covers the main functionality, filters, and pagination. It does not describe the return format or fields, which would be helpful, but the overall picture is reasonably complete given the schema covers parameters and annotations cover safety.

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%, with all six parameters documented in the schema. The description reinforces the pagination behavior (offset) but does not add significant new meaning beyond the schema, so the 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 tool performs full-text search across all SEC EDGAR filings, with a specific verb ('search') and resource. It distinguishes itself from siblings like get_company_filings (company-specific) and search_companies (company search) by emphasizing 'all SEC EDGAR filings.'

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 use for broad keyword search across all filings and mentions optional filters, but it does not explicitly state when to use this tool versus alternatives or name sibling tools. Usage context is clear but exclusions/alternatives are left to inference.

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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