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Stratalize Finance

get_public_company_financials

Read-only

Use when pulling public company financials for a comparable company analysis, M&A due diligence, or investor brief. Returns SEC EDGAR financial statement data — income statement, balance sheet, and key ratios from filed reports. Note: cache may reflect prior quarter — verify against latest SEC filing for time-sensitive analysis. Example: Salesforce FY2024 — $34.9B revenue, 29% operating margin on services, $4.1B operating cash flow — fundamental anchor for CRM sector comparable analysis. Source: SEC EDGAR synced filings. $0.02 USDC per call.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
company_nameYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. Added
  2. Removed
  3. First observed

TDQS

A4/5.0
Behavior4/5

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

Annotations already indicate a safe read-only operation; the description adds the important caveat that cached data may be a quarter behind and should be verified against the latest SEC filing. It also discloses the data source and per-call cost, which are useful behavioral facts not present 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.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is compact and front-loads the use case before details. The example with specific figures is illustrative but arguably longer than necessary; still, every sentence contributes a distinct fact (use case, data type, cache caveat, source, cost).

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 one-parameter tool with annotations and no output schema, the description covers return contents, source, freshness caveat, and cost. The main completeness gap is the unspecified accepted format for company_name, which an agent needs to invoke correctly.

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

Parameters2/5

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

With zero schema description coverage and a single required parameter, the description should explain what company_name should contain (ticker vs. full legal name, whether fiscal-year suffixes are accepted). It only implies company identity via the tool name and the Salesforce example, which is presented as output data, not input format.

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 ('pulling') and resource ('public company financials' from 'SEC EDGAR'), and enumerates concrete data types (income statement, balance sheet, key ratios). The use cases (comparable analysis, M&A due diligence, investor brief) further distinguish it from the many benchmark siblings.

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?

Explicitly names three trigger scenarios for using the tool. It does not, however, name sibling alternatives or state when not to use it, so it stops short of full routing guidance.

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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