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Financials: valuation, growth, profit, quarterly revenue trend

get_financials
Read-onlyIdempotent

A company's fundamentals from its SEC filings (10-Q/10-K): market cap, P/E, price/sales, dividend yield, 12-month revenue and net income with year-over-year growth (growing / flat / declining, accelerating or slowing), margins, free cash flow, cash, debt, cash runway, stock-based pay, and a quarter-by-quarter table of revenue, net income and EPS with YoY change for each quarter. Use for 'is revenue growing?', 'what's the P/E?', 'does it pay a dividend?', 'is it profitable?', 'show the last 8 quarters'.

Input Schema

NameRequiredDescriptionDefault
tickerYesStock ticker, e.g. 'SOFI'.
quartersNoQuarters of history (4–12).

Output Schema

NameRequiredDescriptionDefault
notesNoCaveats, data-quality notes, next steps.
resultsYesStructured results (rows or an object).
sourcesYesLinks to official SEC filings / pages backing the answer.
summaryYesPlain-language answer. Quote this, then cite sources.
data_as_ofYesLatest SEC filing date included in the data (YYYY-MM-DD).
disclaimerNoPublic-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation.

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A3.9/5.0
Behavior4/5

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

Annotations already establish that this is a read-only, idempotent, non-destructive operation. The description adds meaningful context beyond that by disclosing the SEC filing source, the derived growth classifications (growing/flat/declining, accelerating/slowing), and the quarter-by-quarter table format.

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 front-loads the source and core contents, followed by example queries. Every sentence contributes useful information, though the long metric list is somewhat run-on.

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 the presence of an output schema and rich structured parameter definitions, the description is largely complete: it covers data provenance, return contents, and typical user questions. It stops short of noting data freshness or filing lag, which would be useful for an agent relying on SEC-derived data.

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 coverage is 100%, so the ticker and quarters parameters are already fully documented. The description only implicitly references the quarters parameter via 'show the last 8 quarters' and does not add constraints or format details beyond what the schema provides.

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 states a precise resource—company fundamentals sourced from SEC 10-Q/10-K filings—and enumerates the specific metrics covered, including valuation, growth, margins, and quarterly trends. It is clear what the tool returns, though it does not explicitly name sibling tools like get_company_context or get_market_context to differentiate itself.

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?

It provides concrete example questions ('is revenue growing?', 'what's the P/E?') that map directly to use cases. However, it does not state when not to use this tool or point to alternatives for adjacent needs such as market context or earnings timing.

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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