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Fundamental Analysis Workflow

load_fundamental_workflow
Read-onlyIdempotent

Load fundamental workflow for valuation, cash flow, margins, balance sheet. REQUIRES get_database_schema then get_query_patterns to be called first (in that order). Call BEFORE writing SQL when the user asks about company valuation, "is X a good buy", financial health, debt levels, profitability ratios, revenue trends, earnings quality, or any deep-dive company analysis. Can be combined with other workflow tools.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes

TDQS

A4.9/5.0
Behavior5/5

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

Annotations already indicate read-only, idempotent, and non-destructive behavior. The description adds valuable context beyond that: it specifies the prerequisite ordering and clarifies that this is a setup/loading step before writing SQL. No contradictions with annotations. This enriched context earns a top score.

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

Conciseness5/5

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

Every sentence serves a purpose: purpose, prerequisites, usage triggers, and combinability are all packed into three sentences without redundancy. The most critical info (purpose, ordering) is front-loaded. Very concise and well structured.

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?

Despite having no parameters and no detailed output schema, the description covers prerequisites, intended usage scenarios, and relationship to other tools. It is fully complete for an AI agent to decide when and how to invoke it correctly, especially with the provided annotations.

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

Parameters4/5

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

The tool has zero parameters, so per the rubric baseline is 4. The description adds no parameter information, which is acceptable because there are no parameters to describe. It indirectly clarifies that no arguments are needed to invoke this workflow.

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 the tool loads a fundamental analysis workflow, listing specific components (valuation, cash flow, margins, balance sheet) and explicitly distinguishes it from sibling workflow tools by naming both the resource and the subject matter. The verb 'load' is specific to this tool.

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?

Provides explicit when-to-use guidance with concrete triggers ('when the user asks about company valuation, is X a good buy, financial health...'), a required call order ('REQUIRES get_database_schema then get_query_patterns to be called first'), and even notes combinability with other tools. This is exemplary usage 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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TDQS

A4.4/5.0
Disambiguation5/5

Each tool targets a distinct aspect of stock data workflow: schema discovery, query patterns, raw data access, Excel export, and eight specialized analysis workflows. The load_*_workflow tools are clearly differentiated by domain (earnings, filing, insider, etc.) with explicit usage criteria. There is no real overlap or confusion between tools.

Naming Consistency4/5

Most tools follow a consistent verb_noun snake_case pattern (get_database_schema, get_query_patterns, load_*_workflow, export_to_excel). The only deviation is 'stock_data_query' which places the noun first rather than the verb, but it remains readable and fits the overall naming style. The consistent use of snake_case and descriptive prefixes makes the set predictable.

Tool Count5/5

With 12 tools, the server is well-scoped for its purpose of comprehensive US stock data analysis. Each tool earns its place: two prerequisite/metadata tools, one query executor, one export utility, and eight distinct workflow loaders covering major analysis types. There is no bloat or redundancy.

Completeness5/5

The tool set provides a complete lifecycle for stock data analysis: schema discovery → query patterns → data query → specialized workflows (backtesting, comparison, earnings, filings, fundamentals, insider, screening, technical) and export. It covers all major query types described in the schema tool and leaves no obvious dead ends; agents can handle a wide range of financial questions.

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