datasets_sec_institutional_positions_facets
Facet the SEC institutional positions dataset. Returns terms-aggregation counts for one facet of the SEC institutional positions dataset, scoped to the same filters as search. Facet enum: manager, issuer.
This record as markdown: /tools/crawlora-mcp/datasets-sec-institutional-positions-facets.md
What datasets_sec_institutional_positions_facets does on Crawlora
AI agents call datasets_sec_institutional_positions_facets to retrieve information from Crawlora without modifying anything. It is typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
| Parameter | Type | Required | Description |
|---|---|---|---|
cusip | string | — | Exact CUSIP filter, max 16 characters |
facet | string | Yes | Facet enum: manager, issuer |
issuer_name | string | — | Issuer-name text filter (best-effort match), max 256 characters |
manager_cik | string | — | Exact institutional-manager CIK filter, numeric or zero-padded |
Parameters from the server's own tool schema.
Why datasets_sec_institutional_positions_facets is rated Low
Even though datasets_sec_institutional_positions_facets only reads data, uncontrolled read access leaks sensitive information and racks up API costs: an agent caught in a retry loop can make thousands of calls a minute without anyone noticing.
Attacks that exploit this kind of access
The rule that runs datasets_sec_institutional_positions_facets safely
PolicyLayer is an MCP gateway: it sits between your AI agents and Crawlora, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For datasets_sec_institutional_positions_facets, this is the rule to start with:
datasets_sec_institutional_positions_facets is read-only, so it stays allowed. Everything else on the server is denied unless you say otherwise.
The button opens the PolicyLayer dashboard: create your workspace, connect Crawlora, apply this rule, and every datasets_sec_institutional_positions_facets call is checked against it from then on.
Questions about datasets_sec_institutional_positions_facets
Facet the SEC institutional positions dataset. Returns terms-aggregation counts for one facet of the SEC institutional positions dataset, scoped to the same filters as search. Facet enum: manager, issuer. It is categorised as a Read tool in the Crawlora MCP Server, which means it retrieves data without modifying state.
datasets_sec_institutional_positions_facets accepts 4 parameters: cusip, facet, issuer_name, manager_cik. Required: facet. The full parameter table on this page comes from the server's own tool schema.
Register the Crawlora MCP server in PolicyLayer and add a rule for datasets_sec_institutional_positions_facets: allow, deny, rate-limit, or require approval. Point your MCP client at the PolicyLayer proxy URL and the rule is enforced on every call, before it reaches Crawlora. Nothing to install.
datasets_sec_institutional_positions_facets is a Read tool with low risk. Read-only tools are generally safe to allow by default.
Yes. Add a rate_limit block to the datasets_sec_institutional_positions_facets rule in your PolicyLayer policy. For example, setting max: 10 and window: 60 limits the tool to 10 calls per minute. Rate limits are tracked per agent session and reset automatically.
Set action: deny in the PolicyLayer policy for datasets_sec_institutional_positions_facets. The AI agent will receive a policy violation error and cannot call the tool. You can also include a reason field to explain why the tool is blocked.
datasets_sec_institutional_positions_facets is provided by the Crawlora MCP server (crawlora-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
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