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Find a covered company

search_companies
Read-only

Resolve a company name or partial ticker to covered companies — 'coca cola' finds KO. Use this before the other tools when you have a name rather than a symbol. Coverage is US filers with SEC filings.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNoMax results (1–50, default 10).
queryYesCompany name or ticker fragment.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
queryYes
resultsYes
engine_versionYesEngine build that produced these figures.

TDQS

A4.7/5.0
Behavior4/5

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

The annotations already declare readOnlyHint=true and openWorldHint=false, so the safety profile is known. The description adds valuable behavioral context: the matching semantics (name or partial ticker, example) and coverage scope (US filers with SEC filings). It does not contradict the 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 compact (three short sentences) and front-loaded with the primary purpose. Every sentence adds value: definition, usage guidance, and coverage scope. No filler or redundancy.

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 relatively simple lookup tool with an output schema available, the description fully covers the essential context: what it does, when to use it, and its scope. It does not need to detail return values since an output schema exists. The description is complete for an agent to select and invoke the tool correctly.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100% with clear descriptions for both 'query' and 'limit'. The description adds an illustrative example ('coca cola' finds KO) that clarifies the acceptable query format and partial matching behavior, going beyond the schema's literal field descriptions.

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 the tool's function: 'Resolve a company name or partial ticker to covered companies,' with a concrete example ('coca cola' finds KO). It also distinguishes itself from sibling analysis tools by positioning it as a precursor: 'Use this before the other tools when you have a name rather than a symbol.'

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Explicit guidance is given on when to use the tool: 'Use this before the other tools when you have a name rather than a symbol.' This implies the alternative (using other tools directly when you have a symbol) and also sets expectations with 'Coverage is US filers with SEC filings.'

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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