agentladle/financial-reports
Server Details
This tool empowers MCP-compatible clients (like Cursor and Claude Desktop) with professional-grade capabilities for financial data extraction, and report analysis.
- Status
- Healthy
- Last Tested
- Transport
- Streamable HTTP
- URL
Tool Definition Quality
Average 3.9/5 across 3 of 3 tools scored.
Each tool has a clearly distinct role: one resolves company identifiers, one searches report content, and one retrieves page content. The strategy notes explicitly separate use cases for keyword search versus page reading, leaving no overlap.
All names use camelCase and follow a readable compound-noun style, but the verb position is not uniform: 'searchCompanyInfo' and 'getFinancialReportPages' are verb-first, while 'financialKeywordSearch' places the verb at the end. This is a minor stylistic deviation rather than a confusing mix.
Three tools form the minimal coherent set for the server's purpose: resolve a company, search within reports, and read report pages. Each tool is essential and earns its place; a larger surface would be unnecessary for this read-only financial-report domain.
The core workflow of locating a company, searching for keywords, and reading report pages is fully covered with no dead ends. A minor gap is the lack of a tool to enumerate available reports or document metadata directly, but agents can work around this by reading the TOC or using keyword search.
Available Tools
3 toolsfinancialKeywordSearchfinancialKeywordSearchADestructiveInspect
Full-text keyword search across financial reports.
| Name | Required | Description | Default |
|---|---|---|---|
| size | No | Number of fragments to return, default 5, max 1000 | |
| market | No | Market: 'CN-A' | 'HK' | 'US'. Optional. Omit to search all markets. | |
| pageMax | No | Maximum page number (inclusive), optional | |
| pageMin | No | Minimum page number (inclusive), optional | |
| keywords | Yes | 1-5 keywords for full-text search | |
| matchMode | No | Match mode: ANY (default) / ALL / MOST (at least 70%) | |
| stockCode | No | Stock code from searchCompanyInfo. CN-A: 6 digits; HK: 5 digits; US: uppercase ticker. Omit for cross-company search. | |
| reportType | No | Report type, e.g. 2025a4 (annual), 2026h2 (interim). Required when stockCode is omitted. |
Tool Definition Quality
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotation Contradiction: annotations declare destructiveHint=true, but the description describes only a read-only full-text search operation and discloses no destructive side effects. This is a serious inconsistency, so the description cannot be trusted for behavioral safety. It also omits any side-effect or mutation warnings.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The summary line is front-loaded and the body is organized into strategy and rules. It is long but dense with decision-relevant content; minor redundancy exists where reportType examples repeat the schema description, so it is not maximally concise.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For an 8-parameter search tool with no output schema, the description covers language alignment, report types, stock-code formats, cross-company requirements, data availability, and follow-up via getFinancialReportPages. It does not fully describe the return payload (e.g., fragment structure, pagination), leaving a modest completeness gap.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100%, so baseline is 3. The description adds useful semantics beyond schema: keywords must be 1-5 financial terms, not sentences; matchMode='ALL' for locating sections; stockCode format rules and preference for searchCompanyInfo values; reportType required for cross-company search; market optionality. These enrich parameter understanding.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The opening sentence 'Full-text keyword search across financial reports' states a specific verb+resource. The strategy distinguishes it from siblings by explicitly routing to getFinancialReportPages and searchCompanyInfo, making its purpose unambiguous.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The <strategy> block provides explicit when-to-use guidance: specific data/facts use this tool, locate section with matchMode='ALL', skip for TOC or known page numbers, and call searchCompanyInfo first for unknown companies. It names alternatives directly, which exceeds minimal guidance.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
getFinancialReportPagesgetFinancialReportPagesADestructiveInspect
Read full page content from a financial report by page range.
| Name | Required | Description | Default |
|---|---|---|---|
| market | No | Market: 'CN-A' | 'HK' | 'US'. Optional. Omit to search all markets. | |
| pageCount | No | Number of pages to return, default 5, max 5 | |
| startPage | Yes | Start page (1-based) | |
| stockCode | Yes | Stock code from searchCompanyInfo. CN-A: 6 digits; HK: 5 digits; US: uppercase ticker. | |
| reportType | Yes | Report type, e.g. 2025a4 (annual), 2026h2 (interim) |
Tool Definition Quality
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations declare destructiveHint=true but the description states 'Read full page content' – a clear contradiction implying a non-destructive operation. No other behavioral details beyond constraints like pageCount max. Score 1 due to contradiction.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is long with strategy and critical rules sections, but all sections add value. It is front-loaded with a clear purpose and structured. However, redundancy in some rules could be trimmed.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Despite the contradiction, the description covers usage, parameters, constraints, and alternatives. It lacks output format explanation but given no output schema, it's acceptable. Overall complete for a read tool.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100%, but the description adds essential semantics: startPage is 1-based, pageCount default and max, stock code format examples, market optionality. This goes beyond schema descriptions.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description starts with 'Read full page content from a financial report by page range' – a specific verb and resource. It clearly distinguishes from siblings (financialKeywordSearch for searching, searchCompanyInfo for identifying company) by focusing on page-level reading.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
It provides explicit strategy: read by known page, discover TOC, and prefer financialKeywordSearch for specific facts. It also tells when to call searchCompanyInfo first. That's explicit guidance on when to use this vs alternatives.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
searchCompanyInfosearchCompanyInfoADestructiveInspect
Search listed companies by name or stock code. Resolves a company to stockCode and market.
| Name | Required | Description | Default |
|---|---|---|---|
| size | No | Result size, max 100, default 5 | |
| query | Yes | Company name or stock code | |
| market | Yes | Market: 'CN-A' | 'HK' | 'US'. Required. |
Tool Definition Quality
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotation Contradiction: The description describes a read-only search operation ('Search listed companies', 'Resolves to stockCode and market', returns JSON), but annotations set readOnlyHint:false and destructiveHint:true. This is a major inconsistency and the description does not clarify any side effects or mutation behavior.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is well-structured with a leading summary, a strategy section, and critical rules. It packs essential information into clear, front-loaded sections without redundant wording. Every line adds operational value.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Without an output schema, the description explicitly defines the return shape (JSON array with stockCode, stockName, market, listingDate). It also covers data availability (CN-A/HK) and code formats. A small gap is the lack of error/edge-case behavior, but the tool is simple enough that the description is largely complete.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100%, providing a baseline of 3. The description adds meaningful semantics beyond the schema: strict stock code formats for CN-A, HK, US, and the requirement to specify exactly one market per call. These details are not in the schema and help agent invocation accuracy.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description states a specific verb ('Search') and resource ('listed companies by name or stock code'), and clearly defines its purpose as resolving a company to stockCode and market. It also distinguishes itself from sibling tools by instructing to call it first, then pass results to financialKeywordSearch and getFinancialReportPages.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The strategy block explicitly says 'Call this FIRST when the user mentions a company by name or a short/unknown code'. It also gives guidance for no-hit cases (language mismatch) and states that CN-A and HK have data, making alternative behaviors clear.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
Frequently Asked Questions
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