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Finbolt

analyze_stock

One-call stock brief. filed holds fundamentals from SEC filings (TTM revenue and growth, gross and operating margin, net income, free cash flow, net debt; for banks net revenue, net interest income, efficiency ratio, PPNR, provisions, loans, deposits, ROE, ROTCE and tangible book; for broker-dealers efficiency ratio, pretax margin, compensation ratio and ROE; for insurers total revenues, premiums earned, net investment income, benefits and losses, a simple combined ratio for P&C insurers, ROE, and book value per share with and without AOCI), each filing cited by accession in sources.edgar (https://www.sec.gov/Archives/edgar/data/{cik}/{accession without dashes}/). A balance input the newest filing omits comes from the latest filing within 15 months, dated in inputs_as_of. market holds delayed price, 52-week range, 50/200-day averages and RSI(14); derived holds market cap, P/E (on filed diluted EPS LTM), P/B and P/TBV (insurers: P/B and P/B ex-AOCI), each with its inputs. A figure that couldn't be computed is in gaps with its reason; lines that don't apply to the company's layout are left out (layout_note). Up to 4 descriptive observations, including any quarter whose tax rate or non-operating income moves net income. News sentiment on Pro. Start here for "tell me about X".

Input Schema

NameRequiredDescriptionDefault
symbolYesStock ticker, e.g. 'AAPL'

Output Schema

NameRequiredDescriptionDefault

No arguments

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A4/5.0
Behavior5/5

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

With no annotations, the description carries the full disclosure burden and does so thoroughly: it documents SEC filing sourcing, accession citations, delayed market data, 15-month fallback logic, gap reporting, layout omission notes, and Pro-gated sentiment. This gives the agent unusually good visibility into data provenance, staleness, and incomplete-output behavior.

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 lead sentence is well front-loaded, but the body becomes a dense run-on parenthetical enumerating many filing metrics. Much of that return detail is already covered by the output schema, though some behavioral details such as fallback logic and gaps are worth keeping.

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 complex aggregate tool with an output schema, the description is quite complete about data sources, fallback behavior, gaps, and observations. Its main missing context is explicit sibling-tool routing, which is only partially addressed by 'Start here'.

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?

There is only one parameter and schema description coverage is 100%, so the schema already defines 'symbol' as a stock ticker. The description adds no additional symbol semantics or input constraints beyond that 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?

The description clearly defines an aggregate stock brief covering fundamentals, market data, derived metrics, gaps, and observations. It implicitly distinguishes itself from granular fetch_* siblings with 'One-call stock brief' and 'Start here for tell me about X', though it does not name specific alternatives.

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 closing phrase 'Start here for "tell me about X"' gives a clear entry-point use case. It does not explicitly describe when to use compare_stocks or the individual fetch_* tools instead, so exclusions are absent.

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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