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NetNest Design Fundamentals API

get_fundamentals

Latest company revenue, net income, EPS, operating income, assets, liabilities, equity, cash, operating cash flow, capex, free cash flow or shares outstanding from SEC filings. Choose metrics and period (annual, quarterly or ttm). Latest values follow the fiscal year of each company, with the source filing, filing date and accession number for every number.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
periodNoannual, quarterly or ttm (trailing twelve months)
tickerYesStock ticker, for example AAPL or BRK.B
metricsNoComma separated: revenue, net_income, eps_basic, eps_diluted, operating_income, total_assets, total_liabilities, equity, cash, operating_cash_flow, capex, free_cash_flow, shares_outstanding, revenue_contract

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A3.5/5.0
Behavior3/5

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

With no annotations, the description carries the full behavioral burden. It usefully discloses that values follow each company's fiscal year and that every number carries its source filing, filing date, and accession number — real provenance behavior. However, it says nothing about permissions, rate limits, or failure modes, leaving notable gaps.

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?

Two sentences, tightly front-loaded with the returned resource before the period/metric instructions and the fiscal-year caveat. The long metric enumeration is dense but every clause delivers information; minor trimming possible.

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?

With no output schema, the description does the work of explaining return content (metrics plus filing provenance) and the fiscal-calendar nuance, and the schema covers all parameters. Remaining gaps are edge cases (non-fiscal-year tickers, historical requests) rather than essentials.

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 description coverage is 100%, so the schema already documents ticker, period, and the metric list. The description restates the metric names and period options rather than adding syntax or format detail, so the baseline 3 applies.

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 names a concrete resource (latest company fundamentals from SEC filings) and enumerates the exact metrics returned, so an agent knows precisely what this retrieves. It does not explicitly contrast itself with siblings (get_company, get_history, search_company), so it falls short of a 5.

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 only guidance is 'Choose metrics and period (annual, quarterly or ttm)', which tells the agent how to parameterize the call rather than when to prefer this tool over get_history or get_company. Usage is implied by the metric list but no exclusions or alternatives are stated.

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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