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Glama

Rockmoon Financial Data

Server Details

Cross-market (US/JP/KR) structured financials, segments, ownership & metrics, traceable to filings.

Status
Healthy
Last Tested
Transport
Streamable HTTP
URL

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MCP server

Full call logging

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Tool access control

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Managed credentials

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Usage analytics

See which tools your agents call, how often, and when, so you can understand usage patterns and catch anomalies.

100% free. Your data is private.
Tool DescriptionsC

Average 3/5 across 18 of 18 tools scored. Lowest: 2.3/5.

Server CoherenceA
Disambiguation5/5

All tools have clearly distinct purposes, covering different financial statements, metrics, holdings, and screening. Even similar tools like get_metrics vs get_metrics_history differentiate by snapshot vs historical.

Naming Consistency5/5

All tool names follow a consistent verb_noun pattern in snake_case (e.g., get_balance_sheet, get_income_statement). Variations like compare_metrics, screen_companies still adhere to the same convention.

Tool Count5/5

18 tools is well-scoped for financial data analysis, covering fundamentals, insider activity, institutional holdings, segments, and screening without being overwhelming.

Completeness5/5

The tool set comprehensively covers key financial data aspects: income statement, balance sheet, cash flow, metrics, prices, insider and institutional holdings, segments, screening, and search. No obvious gaps for fundamental analysis.

Available Tools

18 tools
compare_metricsCInspect

Compare valuation metrics across multiple tickers.

ParametersJSON Schema
NameRequiredDescriptionDefault
fieldsNo
tickersYes

Output Schema

ParametersJSON Schema
NameRequiredDescription

No output parameters

Behavior2/5

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

With no annotations provided, the description carries full burden for behavioral disclosure, but it only states 'compare' without explaining what that entails (e.g., side-by-side display, calculation, output format). No mention of authentication, rate limits, or side effects.

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

Conciseness3/5

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

A single sentence is concise, but it is overly terse given the tool's complexity. While not verbose, it omits important details that could be included without significant length increase.

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

Completeness2/5

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

Given the number of sibling tools (17) and no annotations, the description is incomplete. It does not explain what 'valuation metrics' are, how to interpret the output, or how to use parameters correctly, leaving the agent underinformed.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters2/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 0%, so the description must add meaning. It hints that 'tickers' are multiple and 'fields' may specify metrics, but does not explain formatting (e.g., comma-separated) or list available fields. This leaves ambiguity for the agent.

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's action ('compare'), resource ('valuation metrics'), and scope ('across multiple tickers'). It effectively distinguishes this tool from sibling tools like get_metrics (single ticker) and get_metrics_history (historical data).

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

Usage Guidelines2/5

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

No guidance is provided on when to use this tool versus alternatives, such as when comparing vs retrieving single metrics. There are no usage conditions, prerequisites, or examples given.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

get_balance_sheetCInspect

Get balance sheet (assets, liabilities, equity).

ParametersJSON Schema
NameRequiredDescriptionDefault
limitNo
tickerYes
frequencyNoquarterly
fiscal_yearNo

Output Schema

ParametersJSON Schema
NameRequiredDescription

No output parameters

Behavior2/5

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

With no annotations provided, the description should disclose behavioral traits (e.g., default parameters, output scope). It only states the basic purpose, leaving the agent uninformed about limits, filtering, or side effects.

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

Conciseness3/5

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

The description is a single, concise sentence. It is not verbose but lacks structure; it does not present information in a way that aids quick comprehension (e.g., bullet points).

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

Completeness2/5

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

Despite having an output schema, the description fails to specify what data the output contains beyond 'balance sheet'. With four unannotated parameters and no usage hints, the description is incomplete for effective tool selection.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters1/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 0%. The description does not explain any of the four parameters (limit, ticker, frequency, fiscal_year), forcing reliance solely on parameter names and titles.

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 it retrieves balance sheet data, listing the key components (assets, liabilities, equity). This distinguishes it from sibling tools like get_income_statement or get_cash_flow.

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

Usage Guidelines2/5

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

No guidance on when to use this tool versus alternatives, no prerequisites or exclusions. The description provides no contextual usage hints.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

get_cash_flowBInspect

Get cash flow statement (OCF, ICF, FCF, capex, dividends).

ParametersJSON Schema
NameRequiredDescriptionDefault
limitNo
tickerYes
frequencyNoquarterly
fiscal_yearNo

Output Schema

ParametersJSON Schema
NameRequiredDescription

No output parameters

Behavior3/5

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

With no annotations, the description carries full burden. It lists the output metrics, which gives some insight into the return content, but does not disclose other behavioral aspects like data freshness, pagination, or any side effects. The list of metrics adds moderate value.

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 sentence that is concise and front-loaded with the essential purpose. No unnecessary words.

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

Completeness2/5

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

Given that the tool has four parameters with no schema descriptions, the description is incomplete. While an output schema exists and may cover return values, the lack of parameter guidance leaves a significant gap in usability for the agent.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters1/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

The description does not explain any of the four parameters (limit, ticker, frequency, fiscal_year). Schema description coverage is 0%, so the description must compensate, but it fails to do so. The agent has no guidance on how to use these parameters.

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 cash flow statement and specifies key components (OCF, ICF, FCF, capex, dividends), distinguishing it from sibling tools like get_income_statement or get_balance_sheet.

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

Usage Guidelines2/5

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

No guidance is provided on when to use this tool versus alternatives such as get_income_statement or get_financials. The description does not mention any selection criteria or prerequisites.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

get_companyAInspect

Get company facts (name, exchange, industry, regulator id, filings url).

ParametersJSON Schema
NameRequiredDescriptionDefault
tickerYes

Output Schema

ParametersJSON Schema
NameRequiredDescription

No output parameters

Behavior4/5

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

No annotations are provided, so the description carries full burden. It correctly implies a read-only operation with no side effects. However, it could state idempotency or that no state is modified. The description is adequate but not exhaustive.

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, efficient sentence that conveys the core purpose without any fluff. Every word adds value.

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?

Given that an output schema exists (not shown but indicated), the description adequately lists key fields returned. However, the lack of parameter documentation and usage guidance slightly reduces completeness for a tool with many siblings.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters2/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

The input schema specifies a single required 'ticker' parameter with no description. The tool description adds no details about the ticker format (e.g., symbol, case sensitivity) or any constraints. With 0% schema description coverage, the description fails to compensate.

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 verb 'Get' and the resource 'company facts', and lists specific fields (name, exchange, industry, regulator id, filings url). It effectively distinguishes from sibling tools that focus on more specific financial data like balance sheets or cash flows.

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 usage for retrieving general company information, but lacks explicit guidance on when to use this tool versus alternatives like search_companies or get_financials. No when-not-to-use or exclusion criteria are provided.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

get_director_holdingsAInspect

Get director / officer shareholdings (insider equity stakes).

ParametersJSON Schema
NameRequiredDescriptionDefault
limitNo
tickerYes

Output Schema

ParametersJSON Schema
NameRequiredDescription

No output parameters

Behavior2/5

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

No annotations provided, so description carries full burden. It only states the tool gets holdings without disclosing behavioral traits such as data freshness, permissions, or whether offsets are current or historical.

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?

Single sentence, no superfluous details. Efficiently communicates core purpose with parenthetical clarification.

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

Completeness3/5

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

Tool is simple with two parameters and an output schema, but the description lacks context on what the returned data includes (e.g., number of shares, dates) and how it relates to sibling tools. Output schema may compensate but not fully.

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 0%, and the description does not elaborate on parameters. However, 'ticker' and 'limit' are standard financial terms with self-explanatory roles, and the schema provides a default for limit.

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?

Description clearly states the tool retrieves director/officer shareholdings, using specific verb 'Get' and resource 'shareholdings'. It distinguishes from sibling tool 'get_insider_trades' by focusing on holdings rather than trades.

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?

No explicit guidance on when to use this tool versus alternatives like 'get_insider_trades' or 'get_institutional_holdings'. Usage is implied by the description but lacks clear differentiation.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

get_financialsCInspect

Get all three financial statements (IS + BS + CF) for a ticker.

ParametersJSON Schema
NameRequiredDescriptionDefault
limitNo
tickerYes
frequencyNoquarterly
fiscal_yearNo

Output Schema

ParametersJSON Schema
NameRequiredDescription

No output parameters

Behavior2/5

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

With no annotations, the description carries the full burden for behavioral disclosure. However, it only states the basic function without detailing any behavioral traits such as data range, rate limits, or authentication needs.

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 a single, efficient sentence with no wasted words. It could be slightly longer to add parameter details, but it remains concise.

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

Completeness2/5

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

Given the tool has 4 parameters and no annotations, the description is too brief. It fails to explain the parameters or provide sufficient context for proper usage, especially since output schema exists but is not referenced.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters2/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Only 'ticker' is implied in the description. The other parameters (limit, frequency, fiscal_year) are not explained. Schema description coverage is 0%, so the description should add meaning but does not.

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 verb 'Get', the resource 'all three financial statements (IS + BS + CF)', and the specific scope 'for a ticker'. This distinguishes it from sibling tools that provide individual statements.

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

Usage Guidelines2/5

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

No guidance is provided on when to use this tool versus alternatives like get_balance_sheet, get_income_statement, or get_cash_flow. There is no mention of context or exclusions.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

get_income_statementBInspect

Get income statement (revenue, costs, margins, EPS).

ParametersJSON Schema
NameRequiredDescriptionDefault
limitNo
tickerYes
frequencyNoquarterly
fiscal_yearNo

Output Schema

ParametersJSON Schema
NameRequiredDescription

No output parameters

Behavior2/5

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

No annotations are provided, and the description does not mention any behavioral traits such as authentication requirements, rate limits, or whether the operation is destructive. The agent has no insight beyond the basic function.

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 very concise at one sentence, but it lacks structure such as separating purpose from details. It is efficient but could be better organized.

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

Completeness2/5

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

Given the tool has 4 parameters and no annotations, the description is too sparse. It does not cover parameter usage or provide enough context for correct invocation, despite having an output schema.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters1/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 0%, and the description does not explain any of the 4 parameters (ticker, limit, frequency, fiscal_year). It fails to add meaning beyond the schema, which is insufficient.

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 verb 'Get' and the resource 'income statement', listing key components (revenue, costs, margins, EPS). It distinguishes from sibling tools like get_balance_sheet and get_cash_flow.

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 usage for retrieving income statement data, but provides no explicit when-to-use or when-not-to-use guidance, nor comparisons to siblings like get_financials or compare_metrics.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

get_insider_tradesCInspect

Get insider trading activity (US Form 4 filings).

ParametersJSON Schema
NameRequiredDescriptionDefault
limitNo
tickerYes

Output Schema

ParametersJSON Schema
NameRequiredDescription

No output parameters

Behavior2/5

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

With no annotations present, the description carries full burden for behavioral disclosure. It only states the tool retrieves US Form 4 filings but does not mention data freshness, pagination, rate limits, or whether it returns recent transactions only. This is insufficient for a data-fetching tool.

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

Conciseness2/5

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

The description is a single sentence, which is concise, but it sacrifices essential information. Under-specification is not the same as conciseness; clarity should not be compromised.

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

Completeness1/5

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

Given the presence of an output schema but no parameter descriptions or annotations, the description should compensate by outlining the return format or usage context. It fails to do so, leaving the agent with minimal guidance for correct invocation.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters1/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 0%, and the tool description adds no meaning to parameters. 'ticker' and 'limit' are not explained; the agent must infer their purpose from the tool's name. This is a critical gap.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description uses a clear verb ('Get') and resource ('insider trading activity (US Form 4 filings)'), making the purpose immediately understandable. It distinguishes from sibling tools like financial statements but does not explicitly differentiate from 'get_director_holdings', which may have overlap.

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

Usage Guidelines2/5

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

No guidance is provided on when to use this tool versus alternatives like 'get_director_holdings' or 'get_institutional_holdings'. The description lacks any context for appropriate usage scenarios.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

get_institutional_holdingsCInspect

Get institutional holders (US 13F filings).

ParametersJSON Schema
NameRequiredDescriptionDefault
limitNo
tickerYes

Output Schema

ParametersJSON Schema
NameRequiredDescription

No output parameters

Behavior2/5

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

Without annotations, the description bears full burden. It fails to disclose data freshness, pagination, rate limits, or any side effects. The succinct statement adds no behavioral insight beyond the tool name.

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

Conciseness3/5

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

The description is extremely concise (6 words) and front-loaded, but it sacrifices informativeness. For a tool with multiple siblings, this brevity is suboptimal.

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

Completeness2/5

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

Given the existence of an output schema, return values need not be described. However, the description lacks context on usage scope, limitations, or differentiation from similar tools, making it insufficient for an agent to decide correctly.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters2/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 0%, and the tool description does not explain parameters. 'limit' could default to max records or limit per page, and 'ticker' is missing format context. The description adds no value over schema structure.

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 it gets institutional holders from US 13F filings, effectively distinguishing it from sibling tools like get_director_holdings or get_major_shareholders.

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

Usage Guidelines2/5

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

No guidance on when to use this tool versus alternatives, no prerequisites or use cases provided. The description is too sparse to guide an agent on selection.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

get_large_holdings_eventsCInspect

Get large-holdings disclosure events (JP 350/360 reports).

ParametersJSON Schema
NameRequiredDescriptionDefault
limitNo
tickerYes

Output Schema

ParametersJSON Schema
NameRequiredDescription

No output parameters

Behavior2/5

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

No annotations are present, so the description carries full responsibility. It only states the tool 'gets' data, implying a read operation, but does not disclose any behavioral traits like pagination, data freshness, rate limits, or whether it is read-only. Minimal information beyond the core function.

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 a single concise sentence that front-loads the core purpose. While it is very brief, it contains no wasted words and is efficiently structured. It could benefit from slightly more detail, but it is not overly verbose.

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

Completeness2/5

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

Given the existence of many sibling tools and an output schema, the description is incomplete. It does not clarify how this tool fits with others (e.g., difference from get_institutional_holdings), nor does it describe parameter usage or behavioral details. The agent lacks sufficient context to use it effectively.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters1/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

The input schema has 0% description coverage, and the description does not explain either parameter (ticker or limit). The agent receives no additional meaning beyond the schema property names and types, which is insufficient for correct usage.

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 large-holdings disclosure events, specifically JP 350/360 reports. The verb 'Get' and the resource are explicit, and it distinguishes from sibling tools like get_institutional_holdings or get_director_holdings by focusing on this specific regulatory filing type.

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

Usage Guidelines2/5

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

No guidance is provided on when to use this tool vs alternatives such as get_director_holdings or get_institutional_holdings. The description lacks context on the tool's specific use case or conditions where it should be preferred.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

get_major_shareholdersCInspect

Get top shareholders (institutions + individuals).

ParametersJSON Schema
NameRequiredDescriptionDefault
limitNo
tickerYes

Output Schema

ParametersJSON Schema
NameRequiredDescription

No output parameters

Behavior2/5

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

No annotations provided, so description carries full burden. It does not disclose authentication needs, rate limits, or any behavioral side effects. The description is minimal and adds no transparency beyond the basic function.

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

Conciseness3/5

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

The description is a single sentence, which is concise but front-loaded with the key purpose. However, it could be expanded to include essential details without becoming verbose.

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

Completeness2/5

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

Given the tool has two parameters (one required) and an output schema, the description is too brief. It explains the purpose but lacks guidance on parameter usage, edge cases, or when to choose this tool over siblings.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters1/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 0%. The description does not mention or explain the parameters (ticker, limit). It adds no meaning beyond what the schema provides, failing to compensate for the coverage gap.

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?

Description states 'Get top shareholders (institutions + individuals)' with specific verb and resource scope. It distinguishes from sibling tools like get_institutional_holdings (institutions only) and get_director_holdings (directors only).

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

Usage Guidelines2/5

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

No explicit guidance on when to use this tool versus alternatives. Sibling tools exist that overlap (e.g., get_institutional_holdings), but the description does not clarify when to prefer this one.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

get_metricsBInspect

Get latest valuation + financial metrics snapshot (PE, PB, ROE etc.).

ParametersJSON Schema
NameRequiredDescriptionDefault
tickerYes

Output Schema

ParametersJSON Schema
NameRequiredDescription

No output parameters

Behavior3/5

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

With no annotations, the description must disclose behavior. It indicates a read-only operation ('get latest snapshot'), but lacks details on data freshness, rate limits, or return structure. The description is adequate but not comprehensive.

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 concise sentence with no wasted words. It efficiently communicates the core function and provides examples.

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

Completeness3/5

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

Given the complexity (one parameter, no nested objects, output schema exists) the description covers the basic purpose but is insufficient for distinguishing among many similar sibling tools. It lacks guidance on when to use this specific metrics snapshot tool.

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?

The only parameter 'ticker' is self-explanatory from the schema and no additional description is provided. Since schema coverage is 0%, the description does not add meaning beyond the schema, but the single common parameter keeps it at baseline.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

Description clearly states the tool retrieves a snapshot of valuation and financial metrics (PE, PB, ROE). The verb 'get' and examples make the purpose clear, but it does not explicitly distinguish from sibling tools like 'get_metrics_history' or 'compare_metrics' in the description itself.

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

Usage Guidelines2/5

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

No guidance is provided on when to use this tool versus alternatives (e.g., get_balance_sheet, get_financials, etc.). The description does not specify prerequisites, context, or exclusions.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

get_metrics_historyAInspect

Get historical derived metrics (TTM aggregates + margins per period).

ParametersJSON Schema
NameRequiredDescriptionDefault
limitNo
tickerYes
frequencyNoquarterly

Output Schema

ParametersJSON Schema
NameRequiredDescription

No output parameters

Behavior3/5

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

No annotations provided; description implies a read operation. It mentions specific output (TTM aggregates + margins) but does not disclose authorization needs, rate limits, or other behavioral traits.

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?

Single concise sentence, front-loaded with action verb. Lacks structured breakdown (e.g., bullet points) but efficient for purpose.

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

Completeness3/5

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

With 3 parameters and no annotations, the description is under-specified. Mentions TTM aggregates and margins but does not elaborate on 'derived metrics' or output schema details.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters2/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 0%. Description fails to explain parameters like 'frequency' (quarterly? annual?) or 'limit'. Only 'ticker' is obvious from context.

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?

Clearly states the tool retrieves historical derived metrics (TTM aggregates + margins per period). Distinguishes from siblings like get_metrics (current snapshot) and compare_metrics.

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?

No explicit guidance on when to use this tool versus alternatives. The name implies it's for historical data, but no direct comparison or conditions provided.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

get_pricesCInspect

Get daily price history for a ticker.

ParametersJSON Schema
NameRequiredDescriptionDefault
periodNo1y
tickerYes

Output Schema

ParametersJSON Schema
NameRequiredDescription

No output parameters

Behavior1/5

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

No annotations are provided, and the description fails to disclose behavioral traits such as data frequency, date range handling, or limitations. It does not compensate for missing annotations.

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

Conciseness3/5

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

The description is a single concise sentence, but it is overly minimal and lacks necessary details, making it inadequate rather than appropriately sized.

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

Completeness2/5

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

Despite the existence of an output schema, the description lacks essential context about usage, parameter semantics, and behavior. It is insufficient for a tool with no annotations and low schema coverage.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters1/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

With 0% schema description coverage, the description does not add meaning to the parameters (ticker and period). It does not explain format, allowed values, or defaults beyond what the schema already shows.

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 verb 'get' and the resource 'daily price history for a ticker'. It specifies the scope and distinguishes from sibling tools that deal with financial statements and metrics.

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

Usage Guidelines2/5

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

The description does not provide any guidance on when to use this tool versus alternatives, nor does it mention prerequisites or contextual usage conditions.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

get_segmentsCInspect

Get reported business / geographic / product segments.

ParametersJSON Schema
NameRequiredDescriptionDefault
periodNo
tickerYes
conceptNorevenue
frequencyNoyearly

Output Schema

ParametersJSON Schema
NameRequiredDescription

No output parameters

Behavior2/5

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

With no annotations, the description does not disclose behavior such as handling of missing segments, rate limits, or data freshness. The brief statement only says 'Get reported...' without any behavioral details.

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

Conciseness3/5

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

The description is very short but lacks structure; it is concise but omits necessary parameter information. The single line is front-loaded but incomplete.

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

Completeness2/5

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

Given the tool has four parameters and an output schema, the description does not explain parameter usage or expected outputs. For a tool of moderate complexity, this description is insufficient for effective agent use.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters1/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

The description does not explain any of the four input parameters (period, ticker, concept, frequency). Schema coverage is 0%, and the description fails to add meaning to the parameters, leaving the agent without guidance on how to set them.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool retrieves 'reported business / geographic / product segments,' which is specific and distinguishes from the sibling tool 'get_segments_trend' by implying it's a snapshot rather than a trend. However, it does not explicitly differentiate from other data retrieval tools.

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

Usage Guidelines2/5

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

No guidance on when to use this tool versus alternatives like 'get_segments_trend' or other data tools. No mention of prerequisites, context, or when not to use it.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

get_segments_trendCInspect

Get time-series of segment values across periods for trend analysis.

ParametersJSON Schema
NameRequiredDescriptionDefault
limitNo
tickerYes
conceptNorevenue
frequencyNoyearly

Output Schema

ParametersJSON Schema
NameRequiredDescription

No output parameters

Behavior2/5

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

With no annotations, the description must fully convey behavioral traits. It only states it returns a time-series, omitting details like date range, data freshness, pagination, or what happens if no data exists. Essential constraints are missing.

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 a single concise sentence that immediately conveys the core function. While efficient, it could add structure to cover key context briefly.

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

Completeness2/5

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

Given the four parameters, 0% schema coverage, and no annotations, the description is too minimal. It lacks explanation of what 'segments' are, relationship to sibling tools, and typical usage patterns. An output schema exists, so return values are covered, but overall context is insufficient.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters2/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 0%, yet the description adds no explanation of the parameters (ticker, limit, concept, frequency). It relies on default values for inference but does not clarify their meaning or valid choices.

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 verb ('Get'), the resource ('time-series of segment values'), and the purpose ('trend analysis'). It effectively distinguishes this tool from its sibling `get_segments` by indicating it's the time-series trend version.

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

Usage Guidelines2/5

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

The description implies usage for trend analysis but provides no explicit guidance on when to use this tool over alternatives like `get_segments` or `compare_metrics`. No when-not-to-use or prerequisite conditions are mentioned.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

screen_companiesAInspect

Screen stocks across US/JP/KR/HK/CN by valuation + quality metrics (PE, PB, ROE, margins, market cap, dividend yield).

ParametersJSON Schema
NameRequiredDescriptionDefault
limitNo
orderNodesc
marketNo
pb_maxNo
pb_minNo
roa_minNo
roe_maxNo
roe_minNo
sort_byNomarket_cap
pe_ttm_maxNo
pe_ttm_minNo
gics_sectorNo
market_cap_maxNo
market_cap_minNo
net_margin_minNo
ttm_revenue_minNo
gross_margin_minNo
ev_ebitda_ttm_maxNo
gics_industry_groupNo
operating_margin_minNo
dividend_yield_ttm_minNo

Output Schema

ParametersJSON Schema
NameRequiredDescription

No output parameters

Behavior3/5

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

Without annotations, the description carries the full burden. It explains the core functionality but omits details on pagination, rate limits, auth requirements, or behavior for empty results. Adequate but not comprehensive.

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?

Single sentence, no redundant information, all content relevant. Highly concise and front-loaded.

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

Completeness3/5

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

Given 21 parameters and 0% schema description coverage, the description is minimal. However, the presence of an output schema may compensate for return value documentation. Overall, adequate but could provide more parameter context.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters2/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 0%, and the description only mentions a subset of metrics (PE, PB, ROE, etc.), leaving the majority of 21 parameters unexplained. The description partially compensates but is insufficient.

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 screens stocks across multiple markets using specific valuation and quality metrics, distinguishing it from sibling tools like get_company or search_companies.

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?

No explicit guidance on when to use this tool versus alternatives such as compare_metrics or get_metrics. The description implies usage for broad stock screening but lacks context for exclusion or preference.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

search_companiesAInspect

Search companies by ticker or name across US/JP/KR/HK/CN/UK.

ParametersJSON Schema
NameRequiredDescriptionDefault
limitNo
queryYes

Output Schema

ParametersJSON Schema
NameRequiredDescription

No output parameters

Behavior3/5

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

Without annotations, the description carries the full burden. It indicates a read operation with market scope, but does not disclose behavior beyond that—e.g., search exactness, case-sensitivity, result format, or pagination. The output schema exists but is not described in the text.

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 concise sentence front-loaded with the action and key specifics, with no superfluous information.

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

Completeness3/5

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

Despite having an output schema, the description omits critical details for a search tool—such as how search matching works, whether results are paginated, and the exact output structure. This leaves gaps for effective agent 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 description coverage is 0%, so the description must compensate. It explains the query parameter as 'by ticker or name', but does not mention the limit parameter. This provides partial meaning for one of two parameters.

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 'Search companies by ticker or name across US/JP/KR/HK/CN/UK.' This specifies the action (search), resource (companies), and search criteria (ticker or name) along with market scope, distinguishing it from siblings like get_company (specific company) and screen_companies (complex queries).

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 implies usage for locating companies by name or ticker across specified markets. However, it lacks explicit guidance on when not to use it or alternatives, such as using get_company for direct ticker lookup.

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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