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Financials as known on a date

financials_as_of
Read-onlyIdempotent

A company's 10-K/10-Q/20-F/40-F filings (newest accepted first, up to 40) with revenue, profit, EPS, cash, debt, cash flow and margins as each filing first reported them, EDGAR acceptance time and filing link. as_of = only filings accepted by then.

Input Schema

NameRequiredDescriptionDefault
cikNoSEC CIK number, for companies without a listed ticker
formNoall, annual (10-K, 20-F, 40-F) or quarterly (10-Q)all
as_ofNoPoint in time: only filings EDGAR had accepted by then. YYYY-MM-DD (end of day, New York) or ISO time with offset. Empty = now
limitNoFilings, newest accepted first (1-40)
fieldsNoOnly these metrics (comma separated): revenue, cost_of_revenue, gross_profit, operating_income, net_income, eps_basic, eps_diluted, diluted_shares, total_assets, current_assets, total_liabilities, current_liabilities, stockholders_equity, cash, long_term_debt, operating_cash_flow_ytd, capex_ytd, dividends_paid_ytd, free_cash_flow_ytd, gross_margin, net_margin
offsetNoSkip filings (paging)
tickerYesStock ticker (e.g. AAPL). Or pass "" and use cik
amendmentsNoInclude 10-K/A and 10-Q/A amendments (default false)

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed4 schema fields changed
    • addedInput schema / properties / as_of / examples
      Added value: +[
      +  "2024-06-30"
      +]
    • changedInput schema / properties / ticker / description
      Previous value: -"Stock ticker (e.g. AAPL). Or use cik"New value: +"Stock ticker (e.g. AAPL). Or pass \"\" and use cik"
    • addedInput schema / properties / ticker / examples
      Added value: +[
      +  "AAPL"
      +]
    • addedInput schema / required
      Added value: +[
      +  "ticker"
      +]
  2. First observed

TDQS

A3.8/5.0
Behavior4/5

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

Annotations already declare read-only, idempotent, non-destructive and open-world, so the safety profile is covered. The description adds real behavioral value the annotations do not: newest-accepted-first ordering, the 40-filing cap, values as first reported rather than restated, and the inclusion of EDGAR acceptance time and filing link. It omits pagination behavior (offset) and any rate/limit caveats.

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, no filler, with the resource and ordering constraint front-loaded before the as_of clarification. Dense but every clause carries information; slightly over-packed into one long opening sentence rather than being maximally scannable.

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 read-only query tool with a fully documented 8-parameter schema, strong annotations, and no output schema, the description covers what an agent needs: the filing scope, the first-reported semantics, the point-in-time meaning of as_of, and the ordering. Nothing about calling it correctly is missing.

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 every parameter including as_of, limit, offset, form, fields and amendments is already documented in the schema. The description restates the as_of constraint and the 40-filing cap but adds no syntax, format, or default detail beyond what the schema provides. Baseline 3 is correct when the schema does the heavy lifting.

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?

Names a specific resource (10-K/10-Q/20-F/40-F filings with revenue, profit, EPS, cash, debt, cash flow, margins) and a specific behavioral twist (metrics 'as each filing first reported them', point-in-time via as_of). An agent knows exactly what it returns. It does not, however, contrast itself against the siblings metric_history or snapshot_as_of, which is the only thing keeping it from 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?

Usage is implied by the phrase 'as_of = only filings accepted by then', which tells the agent the point-in-time semantics, but there is no explicit statement of when to choose this over metric_history or snapshot_as_of, and no stated exclusions or prerequisites. Adequate but leaves the routing decision 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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