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SEC company financials

blackwood_sec_facts
Read-onlyIdempotent

Use when you need company financials from SEC filings, earnings or fundamentals of a US company by ticker for the last two years. Do not use for quarterly numbers, real-time prices, non-US companies or filings older than two years. Returns JSON with SEC company financials for a US stock ticker from 10-K filings on SEC EDGAR: annual revenue, net and operating income, diluted EPS, cash flow and the balance sheet for 0.02 USDC per call. Typical response time 300 ms (p95). Category: Data.

Tool call template

Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.

{
  "id": 1,
  "jsonrpc": "2.0",
  "method": "tools/call",
  "params": {
    "arguments": {
      "ticker": "<ticker>"
    },
    "name": "blackwood_sec_facts"
  }
}

Input Schema

NameRequiredDescriptionDefault
tickerYesStock ticker of a company that files with the SEC, e.g. AAPL
response_formatNoconcise (the default when omitted) keeps the JSON short: long fields such as base64 images or audio come back as separate image/audio content blocks and other long strings are cut with a marker; detailed returns the full JSON

Output Schema

NameRequiredDescriptionDefault

No arguments

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed1 schema field changed
    • changedOutput schema / anyOf
      Previous value: -[
      -  {
      -    "additionalProperties": false,
      -    "properties": {
      -      "balanceSheets": {
      -        "items": {
      -          "additionalProperties": false,
      -          "properties": {
      -            "asOf": {
      -              "type": "string"
      -            },
      -            "assets": {
      -              "type": [
      -                "number",
      -                "null"
      -              ]
      -            },
      -            "calendarYear": {
      -              "maximum": 9007199254740991,
      -              "minimum": -9007199254740991,
      -              "type": "integer"
      -            },
      -            "cash": {
      -              "type": [
      -                "number",
      -                "null"
      -              ]
      -            },
      -            "equity": {
      -              "type": [
      -                "number",
      -                "null"
      -              ]
      -            },
      -            "liabilities": {
      -              "type": [
      -                "number",
      -                "null"
      -              ]
      -            }
      -          },
      -          "required": [
      -            "calendarYear",
      -            "asOf",
      -            "assets",
      -            "liabilities",
      -            "equity",
      -            "cash"
      -          ],
      -          "type": "object"
      -        },
      -        "type": "array"
      -      },
      -      "cik": {
      -        "maximum": 9007199254740991,
      -        "minimum": -9007199254740991,
      -        "type": "integer"
      -      },
      -      "currency": {
      -        "const": "USD",
      -        "type": "string"
      -      },
      -      "dataUpdatedAt": {
      -        "type": [
      -          "string",
      -          "null"
      -        ]
      -      },
      -      "exchange": {
      -        "type": [
      -          "string",
      -          "null"
      -        ]
      -      },
      -      "fiscalYears": {
      -        "items": {
      -          "additionalProperties": false,
      -          "properties": {
      -            "accn": {
      -              "type": [
      -                "string",
      -                "null"
      -              ]
      -            },
      -            "calendarYear": {
      -              "maximum": 9007199254740991,
      -              "minimum": -9007199254740991,
      -              "type": "integer"
      -            },
      -            "end": {
      -              "type": "string"
      -            },
      -            "epsDiluted": {
      -              "type": [
      -                "number",
      -                "null"
      -              ]
      -            },
      -            "netIncome": {
      -              "type": [
      -                "number",
      -                "null"
      -              ]
      -            },
      -            "operatingCashFlow": {
      -              "type": [
      -                "number",
      -                "null"
      -              ]
      -            },
      -            "operatingIncome": {
      -              "type": [
      -                "number",
      -                "null"
      -              ]
      -            },
      -            "revenue": {
      -              "type": [
      -                "number",
      -                "null"
      -              ]
      -            },
      -            "start": {
      -              "type": [
      -                "string",
      -                "null"
      -              ]
      -            }
      -          },
      -          "required": [
      -            "calendarYear",
      -            "start",
      -            "end",
      -            "revenue",
      -            "netIncome",
      -            "operatingIncome",
      -            "epsDiluted",
      -            "operatingCashFlow",
      -            "accn"
      -          ],
      -          "type": "object"
      -        },
      -        "type": "array"
      -      },
      -      "name": {
      -        "type": "string"
      -      },
      -      "source": {
      -        "type": "string"
      -      },
      -      "ticker": {
      -        "type": "string"
      -      }
      -    },
      -    "required": [
      -      "ticker",
      -      "cik",
      -      "name",
      -      "exchange",
      -      "currency",
      -      "fiscalYears",
      -      "balanceSheets",
      -      "source",
      -      "dataUpdatedAt"
      -    ],
      -    "type": "object"
      -  },
      -  {
      -    "description": "x402 PaymentRequired (returned with isError when payment is needed)",
      -    "properties": {
      -      "accepts": {
      -        "items": {
      -          "type": "object"
      -        },
      -        "type": "array"
      -      },
      -      "error": {
      -        "type": "string"
      -      },
      -      "extensions": {
      -        "type": "object"
      -      },
      -      "resource": {
      -        "type": "object"
      -      },
      -      "x402Version": {
      -        "type": "integer"
      -      }
      -    },
      -    "required": [
      -      "x402Version",
      -      "accepts"
      -    ],
      -    "type": "object"
      -  }
      -]New value: +[
      +  {
      +    "additionalProperties": false,
      +    "properties": {
      +      "balanceSheets": {
      +        "items": {
      +          "additionalProperties": false,
      +          "properties": {
      +            "asOf": {
      +              "type": "string"
      +            },
      +            "assets": {
      +              "type": [
      +                "number",
      +                "null"
      +              ]
      +            },
      +            "calendarYear": {
      +              "maximum": 9007199254740991,
      +              "minimum": -9007199254740991,
      +              "type": "integer"
      +            },
      +            "cash": {
      +              "type": [
      +                "number",
      +                "null"
      +              ]
      +            },
      +            "equity": {
      +              "type": [
      +                "number",
      +                "null"
      +              ]
      +            },
      +            "liabilities": {
      +              "type": [
      +                "number",
      +                "null"
      +              ]
      +            }
      +          },
      +          "required": [
      +            "calendarYear",
      +            "asOf",
      +            "assets",
      +            "liabilities",
      +            "equity",
      +            "cash"
      +          ],
      +          "type": "object"
      +        },
      +        "type": "array"
      +      },
      +      "cik": {
      +        "maximum": 9007199254740991,
      +        "minimum": -9007199254740991,
      +        "type": "integer"
      +      },
      +      "currency": {
      +        "const": "USD",
      +        "type": "string"
      +      },
      +      "dataUpdatedAt": {
      +        "type": [
      +          "string",
      +          "null"
      +        ]
      +      },
      +      "exchange": {
      +        "type": [
      +          "string",
      +          "null"
      +        ]
      +      },
      +      "fiscalYears": {
      +        "items": {
      +          "additionalProperties": false,
      +          "properties": {
      +            "accn": {
      +              "type": [
      +                "string",
      +                "null"
      +              ]
      +            },
      +            "calendarYear": {
      +              "maximum": 9007199254740991,
      +              "minimum": -9007199254740991,
      +              "type": "integer"
      +            },
      +            "end": {
      +              "type": "string"
      +            },
      +            "epsDiluted": {
      +              "type": [
      +                "number",
      +                "null"
      +              ]
      +            },
      +            "netIncome": {
      +              "type": [
      +                "number",
      +                "null"
      +              ]
      +            },
      +            "operatingCashFlow": {
      +              "type": [
      +                "number",
      +                "null"
      +              ]
      +            },
      +            "operatingIncome": {
      +              "type": [
      +                "number",
      +                "null"
      +              ]
      +            },
      +            "revenue": {
      +              "type": [
      +                "number",
      +                "null"
      +              ]
      +            },
      +            "start": {
      +              "type": [
      +                "string",
      +                "null"
      +              ]
      +            }
      +          },
      +          "required": [
      +            "calendarYear",
      +            "start",
      +            "end",
      +            "revenue",
      +            "netIncome",
      +            "operatingIncome",
      +            "epsDiluted",
      +            "operatingCashFlow",
      +            "accn"
      +          ],
      +          "type": "object"
      +        },
      +        "type": "array"
      +      },
      +      "name": {
      +        "type": "string"
      +      },
      +      "next": {
      +        "additionalProperties": false,
      +        "description": "Suggested next paid call in the same family (call it in a loop when the task continues)",
      +        "properties": {
      +          "method": {
      +            "enum": [
      +              "GET",
      +              "POST"
      +            ],
      +            "type": "string"
      +          },
      +          "sample": {
      +            "description": "Free fixed sample of the whole family",
      +            "type": "string"
      +          },
      +          "service": {
      +            "description": "Service id of the suggested next paid call",
      +            "type": "string"
      +          },
      +          "tool": {
      +            "description": "MCP tool name of the same call",
      +            "type": "string"
      +          },
      +          "url": {
      +            "description": "Paid route of the next call",
      +            "type": "string"
      +          },
      +          "useWhen": {
      +            "description": "When the next call is the right one",
      +            "type": "string"
      +          }
      +        },
      +        "required": [
      +          "service",
      +          "tool",
      +          "method",
      +          "url",
      +          "useWhen",
      +          "sample"
      +        ],
      +        "type": "object"
      +      },
      +      "source": {
      +        "type": "string"
      +      },
      +      "ticker": {
      +        "type": "string"
      +      }
      +    },
      +    "required": [
      +      "ticker",
      +      "cik",
      +      "name",
      +      "exchange",
      +      "currency",
      +      "fiscalYears",
      +      "balanceSheets",
      +      "source",
      +      "dataUpdatedAt"
      +    ],
      +    "type": "object"
      +  },
      +  {
      +    "description": "x402 PaymentRequired (returned with isError when payment is needed)",
      +    "properties": {
      +      "accepts": {
      +        "items": {
      +          "type": "object"
      +        },
      +        "type": "array"
      +      },
      +      "error": {
      +        "type": "string"
      +      },
      +      "extensions": {
      +        "type": "object"
      +      },
      +      "resource": {
      +        "type": "object"
      +      },
      +      "x402Version": {
      +        "type": "integer"
      +      }
      +    },
      +    "required": [
      +      "x402Version",
      +      "accepts"
      +    ],
      +    "type": "object"
      +  }
      +]
  2. Added

TDQS

A4.6/5.0
Behavior5/5

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

Annotations already cover safety (readOnly, idempotent, non-destructive, closed-world), and the description adds genuinely non-redundant behavior: data provenance (10-K on EDGAR), per-call cost of 0.02 USDC, and p95 latency of 300 ms. Cost and latency are decision-relevant facts not present in any structured field.

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?

Three front-loaded sentences with scope, exclusions, and return profile in that order — efficient. Minor waste: the trailing 'Category: Data.' tag adds nothing, and the 'Returns JSON with SEC company financials...' clause partially restates the opening sentence.

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 an output schema present, the description needn't enumerate return fields in detail, and it still names the main ones. Annotations, full schema coverage, cost, latency, source, and temporal scope together leave no material gap for correct invocation.

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% and both parameters are described there, including the concise/detailed enum behavior, so the schema carries the load. The description adds only the implicit constraint that the ticker must be an SEC-filing US company, and says nothing about response_format beyond the JSON return claim. 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 concrete verb+resource: annual financials for a US-listed company from SEC 10-K filings, scoped to the last two years. The enumerated fields (revenue, net/operating income, diluted EPS, cash flow, balance sheet) make the output concrete and distinguish it from siblings like blackwood_company_dossier or blackwood_news_search.

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 explicit when-to-use ('company financials from SEC filings... by ticker for the last two years') and an explicit exclusion list: no quarterly numbers, no real-time prices, no non-US companies, nothing older than two years. That negative routing is exactly what an agent needs to avoid mis-selecting this 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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