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Get valuation metrics

get_valuation_metrics
Read-onlyIdempotent

All 13 price-sensitive valuation ratios: market_cap, enterprise_value, pe_ratio, price_to_book, price_to_sales, price_to_cash_flow, ev_to_ebitda, ev_to_revenue, ev_to_fcf, fcf_yield, dividend_yield, buyback_yield, owner_earnings_yield. Returns both realtime (from optional current_price) and filing-date price blocks. Same 148-credit flat cost. For the filing-date block only, use get_valuation_metrics_filing_date instead. POST /api/v1/metric/valuation; FINANCIAL_API_DOCUMENTATION.md. Requires the Starter plan or higher; formula_override requires Pro+.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
as_of_dateNoAs-of date "YYYY-MM-DD"; excludes filings filed after this date. Defaults to no cutoff.
current_priceNoCurrent share price in USD for realtime price-sensitive ratios (> 0, ≤ 10,000,000, ≤ 4 decimals). Omit to get a hint instead.
current_fx_rateNoFallback FX rate, used only when an up-to-date conversion rate is briefly unavailable on foreign-issuer filings (> 0, ≤ 1,000,000, ≤ 6 decimals).
metric_group_idYesSnapshot id from list_metric_snapshots identifying one filing-period's computed metrics.
formula_overrideNoOptional per-metric formula overrides, keyed by metric id, e.g. {"interest_coverage": {"concepts": ["OperatingIncomeLoss", "InterestExpense"], "operators": ["/"]}}. Each entry lists XBRL concepts and the operators combining them. Requires the Pro plan or higher.
light_weight_modeNoWhen true, return a leaner payload (drops the most verbose nested fields). Charged the same. Saves context when you already know exactly what you need.
accept_suggested_formulaNoWhen true, accept the server's suggested formula for metrics that need one to compute.

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A4.3/5.0
Behavior4/5

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

Annotations already mark the call read-only, idempotent, and non-destructive; the description adds cost (148 credits), plan gating (Starter; Pro+ for formula_override), and the dual realtime/filing-date return behavior. It doesn't detail response shape, but that is less critical given the safety annotations.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is dense but every clause adds information: metric list, return blocks, cost, sibling routing, endpoint, and plan limits. The list of 13 ratios is long but necessary for purpose clarity.

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 metrics tool with fully documented parameters and no output schema, the description covers the essential invocation context: what is returned, when to use the sibling, cost, and access requirements. It doesn't describe the exact response envelope, but the metric list and schema compensate.

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?

Input schema covers 100% of parameters with descriptions, so the baseline is 3. The description adds only that current_price drives the realtime block and formula_override has a plan requirement; it doesn't add semantics beyond the schema.

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 names a specific resource ('valuation metrics'), enumerates all 13 ratios, and states the two output blocks (realtime and filing-date). It also names the sibling get_valuation_metrics_filing_date, so an agent can distinguish this tool from the closest alternative.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Explicitly says 'For the filing-date block only, use get_valuation_metrics_filing_date instead,' and notes that current_price is optional for realtime values. It also includes plan requirements and flat cost, giving an agent clear conditions for invocation.

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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