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SEC EDGAR Fundamentals

Get Normalized Financial Statements

get_financials

The normalized financial statement view for one company across recent fiscal periods: revenue, gross profit, operating income, research and development, net income, diluted earnings per share, total and current assets and liabilities, stockholders equity, cash, operating cash flow and capital expenditures, plus the derived ratios gross_margin, operating_margin, net_margin and current_ratio. Reach for this by default when a question is about a company's performance, profitability or margins over annual or quarterly periods rather than the history of one figure. Returns one record per fiscal period newest first, the upstream XBRL tag that supplied each figure so any number can be traced back to the 10-K or 10-Q, and the list of metrics this filer never reported. See /.well-known/x402 for current pricing.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNoHow many fiscal periods to return, newest first. Accepts 1 to 20; defaults to 5 when omitted.
periodYesReporting frequency to return: 'annual' for fiscal-year figures drawn from 10-K filings, 'quarterly' for fiscal-quarter figures drawn from 10-Q filings.annual
tickerYesExchange ticker symbol of a single SEC filer, case-insensitive, such as AAPL, MSFT or KO.
metricsNoOptional subset of normalized metric keys to return, as published by list_metrics. Omit to receive the server's standard statement set; narrow it when only a few figures matter.

TDQS

A4.2/5.0
Behavior4/5

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

Despite no annotations, the description discloses ordering ('newest first'), provenance ('upstream XBRL tag'), and handling of unreported metrics ('list of metrics this filer never reported'). It also mentions pricing. This is ample behavioral context for a read-only data tool.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness3/5

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

The description is a single long sentence with many clauses, including an extraneous pricing pointer at the end. Although informative, it is less concise than it could be; it could be split into shorter sentences. It is not structured with bullets.

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?

The description covers the returned record structure, metric list, ordering, traceability to XBRL, and unreported metrics, which is substantial given no output schema. It also includes usage context. It is missing explicit error handling or examples, but overall is quite complete for a retrieval tool.

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 descriptions cover all parameters fully (100% coverage). The description adds little beyond naming some metrics, but the schema already explains ticker, period, limit, and metrics with defaults and constraints. Thus the description provides marginal additional semantic value, so score baseline 3.

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 it provides 'normalized financial statement view for one company across recent fiscal periods' and enumerates the metrics and derived ratios included. It explicitly contrasts with 'the history of one figure,' distinguishing it from the get_concept sibling.

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?

The description explicitly instructs: 'Reach for this by default when a question is about a company's performance, profitability or margins over annual or quarterly periods rather than the history of one figure.' This provides clear when-to-use guidance and references an alternative type of tool.

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

A4.3/5.0
Disambiguation5/5

Every tool targets a distinct resource and action: company reference, financial statements, single-metric history, cross-company comparison, filing history, insider transactions, insider aggregation, and vocabulary lookup. Cross-references between insider tools make boundaries explicit and prevent misselection.

Naming Consistency4/5

Names are all snake_case and mostly follow predictable verb_noun conventions like get_*, list_*, and screen_*. A few noun-phrase names (company_profile, insider_profile, issuer_insider_activity) and adjective-noun names (latest_insider_filings) break the strict pattern, but the meaning remains clear.

Tool Count5/5

Twelve tools is well within the ideal range for a focused SEC EDGAR fundamentals server. Each tool covers a meaningful slice of either financial data or insider ownership data, and none feels redundant or unnecessary.

Completeness4/5

The server covers the core read-only workflows well: company identity, normalized financials, metric history, cross-company comparison, filing history, insider transactions, insider profiles, and vocabulary support. Minor gaps exist—no company search by name/CIK and no raw filing text retrieval—but common fundamental and insider questions can be answered without dead ends.

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