<!-- Agent Datasets docs · funds_search_funds · canonical: https://www.agentdatasets.com/docs/tools/funds_search_funds · rendered from https://www.agentdatasets.com -->

# funds_search_funds

Resolve a fund name or ticker to SEC registrant/series/class identity.

| Field | Value |
| --- | --- |
| Category | Funds (`funds`) |
| Exposure | public |
| MCP tool | `funds_search_funds` |
| Documentation | https://www.agentdatasets.com/docs/tools/funds_search_funds |

## Description

Resolve a fund name or ticker to SEC registrant/series/class identity.

The envelope returns the echoed query and ranked `data.funds` rows with
CIK, registrant, series, class, and ticker fields. The resolver's
internal ranking score is not exposed. `meta` attributes the SEC EDGAR
investment-company registry, and `pagination` is null because this is
a bounded relevance result. An unmatched query succeeds with an empty
list; an empty query is `bad_parameter`.

Use this discovery tool before `funds_get_holdings` when starting from
a name. The default limit is 10 and maximum is 50.

Example: `funds_search_funds(query="Vanguard 500", limit=5)`.

## Parameters

Input schema advertised to MCP clients and mirrored by the REST query string.

| Parameter | In | Type | Required | Default | Constraints | Description |
| --- | --- | --- | --- | --- | --- | --- |
| query | input | `string` | yes | — | min length 1 | Fund class ticker, fund series name, or investment-company registrant name. Matching is case-insensitive and ranks exact ticker, ticker prefix, then exact/prefix/substring names. Use this first when you do not already have an SEC series id or exact class ticker for funds_get_holdings. |
| limit | input | `integer` | no | 10 | min 1, max 50 | Maximum ranked fund-class matches (1–50). |

## Provenance

- `sec-edgar-archives` — U.S. Securities and Exchange Commission (EDGAR), Section text extracted from 10-K/10-Q primary documents on sec.gov Archives (canonical Items with accession-number and source-URL lineage); full document HTML is never stored (U.S. Government work, public domain (17 U.S.C. § 105)). See https://www.agentdatasets.com/docs/attribution.md
- `sec_company_tickers` — U.S. Securities and Exchange Commission (EDGAR), Company-ticker-CIK mapping with listing exchange (`company_tickers.json`, `company_tickers_exchange.json`) (U.S. Government work, public domain (17 U.S.C. § 105)). See https://www.agentdatasets.com/docs/attribution.md

Dataset registry: `funds_nport_holdings`.
