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Moat and management signals

get_business_quality
Read-only

Is this a good business? Return on invested capital (or equity) against its cost of capital, and what management has done with the share count. Returns the year-by-year series as well as the averages, so the reading can be disputed without losing the evidence. These are signals, not verdicts — present them that way.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
tickerYesTicker symbol, e.g. AAPL. Case-insensitive.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
moatYes
notesNoCaveats about what the filings did and didn't support.
tickerYes
managementYes
years_coveredNoHow many fiscal years the signals were computed over.
engine_versionYesEngine build that produced these figures.

TDQS

A4.1/5.0
Behavior4/5

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

Annotations already declare readOnlyHint=true, covering the safety profile. The description adds valuable context beyond that: it explains the output is evidence-based (series and averages) and explicitly frames results as 'signals, not verdicts,' guiding how the AI should present them. This is a meaningful behavioral caveat not captured in annotations.

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 three sentences long, front-loaded with the main purpose, and each sentence provides unique information: what it measures, what it returns, and how to interpret it. No redundancy or filler.

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

Completeness5/5

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

For a single-parameter read-only tool with an output schema, the description thoroughly covers what the tool does, what metrics it returns, and how the results should be interpreted. It is complete enough for an agent to select and invoke it correctly.

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 already well-documented in the schema with a description (e.g., case-insensitive). The tool description does not add additional semantic meaning about the parameter beyond the schema, so with 100% schema coverage the baseline of 3 applies.

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 what the tool does: it returns ROIC/ROE against cost of capital and share count changes, with year-by-year series and averages. This specific verb+resource combination effectively distinguishes it from sibling tools like get_intrinsic_value or get_expected_return.

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 the tool is for assessing business quality via the opening question 'Is this a good business?' but does not explicitly state when to use it over alternatives or when not to use it. The note about 'signals, not verdicts' is more about presentation than usage context.

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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TDQS

A4.4/5.0
Disambiguation4/5

Each tool has a distinct primary purpose: searching, fundamentals, quality, valuation, expected return, thesis, and screening. The only minor overlap is between get_business_quality and get_thesis, but their descriptions clearly differentiate (quality metrics vs. combined thesis). Overall, agents can reliably select the right tool with minimal confusion.

Naming Consistency5/5

All tool names follow a consistent verb_noun pattern with lowercase and underscores: get_*, screen_undervalued, search_companies. The verbs are descriptive and uniform, and the one adjective (undervalued) doesn't break the pattern. This is highly predictable.

Tool Count5/5

Seven tools is well within the ideal range for a specialized financial analysis server. Each tool covers a distinct core function without redundancy or bloat, making the set easy to navigate and maintain.

Completeness5/5

The tool set covers the full workflow for fundamental analysis: resolving companies, retrieving raw fundamentals, assessing quality, valuing the business, computing expected returns, generating theses, and screening for undervalued names. The deliberate absence of market data is documented, so there are no dead ends.

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