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EdgarStack

Compute valuation multiples from live price + SEC fundamentals

get_valuation
Read-onlyIdempotent

Combine a live market price (a free, delayed/end-of-day quote — SEC filings never include price) with SEC fundamentals to compute P/E (basic and diluted), P/S, P/B, EV/Revenue, and EV/EBITDA, plus market cap and enterprise value. Flow metrics use TTM when available, otherwise the latest FY; the result states fundamentalsBasis.

Tool call template

Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.

{
  "id": 1,
  "jsonrpc": "2.0",
  "method": "tools/call",
  "params": {
    "arguments": {
      "ticker": "<ticker>"
    },
    "name": "get_valuation"
  }
}

Input Schema

NameRequiredDescriptionDefault
periodNoannual
tickerYes

Schema Changelog

Changes observed during successful MCP inspections.

No schema history has been recorded yet.

TDQS

A3.8/5.0
Behavior4/5

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

Beyond the annotations, the description discloses important behavioral details: the price is a free delayed/end-of-day quote, flow metrics use TTM when available or the latest FY otherwise, and the result labels the `fundamentalsBasis`. This adds useful transparency about data freshness and fallback behavior, though it does not discuss limitations such as missing fundamentals or quote staleness beyond the delayed/EOD note.

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 front-loaded with the core operation and computed outputs, followed by a concise note on TTM/FY fallback and the `fundamentalsBasis` field. Every sentence adds useful information and there is no redundant wording.

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 tool with no output schema, the description adequately lists the computed multiples and notes that the result states `fundamentalsBasis`. However, it omits any explanation of the `period` parameter's effect and does not cover missing-data or error behavior, which would improve completeness for an agent invoking it.

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 does not explain the `ticker` or `period` parameters at all. It mentions TTM versus latest FY for flow metrics, but that does not clarify how the `period` enum (`annual` versus `quarterly`) changes the computation, leaving a significant gap given the absent schema documentation.

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 specific action and resource set: combining a live market price with SEC fundamentals to compute named valuation multiples such as P/E, P/S, P/B, EV/Revenue, and EV/EBITDA. It is clear from this what the tool does, but it does not explicitly distinguish itself from the sibling compute_ratios tool.

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 gives a clear usage context by explaining that a live quote is needed because SEC filings never include price, which implies when this tool is appropriate. It does not explicitly say when to use this versus compute_ratios or other ratio-related siblings, leaving some routing ambiguity.

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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