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ol_issuer_kpi_panel

Read-only

Tier-3 KPI PANEL for ONE issuer -- curated per-issuer metric rows (ARR, RPO/cRPO, NRR, logo retention, DAU/MAU, capacity utilization, ...) extracted from SEC filing exhibits, WITH the issuer's own metric definitions and full provenance. ABSENCE IS FIRST-CLASS: a row with value=null and is_absence=true is an answer (metric_availability says why), not a gap to fill from memory. Values are confidence-gated; needs_review rows are EXCLUDED. Optional filters: metric, period, industry. Per-issuer by design. For broad operating KPIs across 26 configured industries use ol_operating_kpis. Source: SEC 10-K/10-Q/8-K/6-K exhibits (Oxford Ledge parse); FREE. Caveats ride the response's tool_notes.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNoMax rows (default 200, hard cap 800).
metricNoOptional metric key filter, e.g. arr, crpo, nrr.
periodNoOptional fiscal-period label, e.g. 2026-Q2.
tickerYesIssuer symbol (single issuer, mandatory). There is deliberately NO cross-issuer panel read (SF-TIER3 D2) -- one metric across many issuers is not an answerable question on this surface.
industryNoOptional panel tag filter, e.g. enterprise_saas.

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A4.6/5.0
Behavior5/5

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

Goes well beyond the readOnlyHint annotation: it discloses absence semantics (value=null with is_absence=true is a valid answer, explained by metric_availability), confidence gating that EXCLUDES needs_review rows, provenance (issuer's own metric definitions, SEC 10-K/10-Q/8-K/6-K exhibits), and that caveats ride the response's tool_notes. These are non-obvious response behaviors an agent must know.

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?

Front-loads purpose, then absence semantics, then filters, then the sibling routing, then source — every clause earns its place. The all-caps emphasis and dense telegraphic packing make it busy but not bloated.

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?

With no output schema, the description carries the return-value burden and does so well: row shape, null/is_absence rows, metric_availability, excluded needs_review rows, and tool_notes caveats. An agent has everything needed to call and interpret this tool 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?

Schema coverage is 100%, so the parameters are already documented (the ticker description even explains the deliberate no-cross-issuer constraint). The description restates the optional filters (metric, period, industry) but adds no syntax, format, or interaction detail beyond the schema, so the baseline 3 is appropriate.

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?

States a specific verb+resource+scope: a 'Tier-3 KPI PANEL for ONE issuer' returning curated per-issuer metric rows. It enumerates the metric family (ARR, RPO/cRPO, NRR, logo retention, DAU/MAU, capacity utilization) and names the sibling it is not, so an agent can distinguish it from ol_operating_kpis without opening either schema.

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?

Gives an explicit alternative and the condition that selects it: 'For broad operating KPIs across 26 configured industries use ol_operating_kpis.' It also states the hard usage constraint ('Per-issuer by design') and that no cross-issuer read exists, leaving nothing to inference.

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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