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Plainfold data tools (all tools)

plainfold/sec-company-financials

plainfold--sec-company-financials
Destructive

This tool calls the Actor "plainfold/sec-company-financials" and retrieves its output results. Actor description: Clean annual and quarterly financials from official SEC EDGAR filings: revenue, net income, EPS, cash flow, assets, liabilities, cash, margins, YoY growth and TTM, plus company info and latest filings. Tickers, CIKs or names. No API key. $0.005/company, $0.0005/run.

Input Schema

NameRequiredDescriptionDefault
waitSecsNoMax seconds (0–45, default 30) to cap the wait for the Actor run to reach terminal state. For long-running Actors the response returns at the cap with the current run status; follow `nextStep` to poll via get-actor-run. Set to 0 to fire-and-forget.
companiesYes**REQUIRED** Companies to look up, one per entry. Accepts a stock ticker ("AAPL", "BRK.B"), an SEC CIK ("320193" or "0000320193") or a company name ("Figma", "Ford Motor"). ALL-CAPS short entries are read as tickers first; write "name:Ford" or "ticker:FORD" to force one. Works for US companies and foreign companies that file with the SEC (20-F/40-F filers such as ASML or TSMC). One result (and one charge, only if financial data is returned) per entry. Up to 500 per run. Example values: ["AAPL","Figma","ASML"]
maxFilingsNoMaximum number of filings listed per company, newest first. Default: 15. Example values: 15
filingFormsNoOptional: list only these form types in `filings`, e.g. ["10-K", "10-Q", "8-K"] or ["20-F", "6-K"]. Empty = all forms except insider/ownership forms and 424B2/424B3/424B7/FWP.
annualPeriodsNoNumber of most recent fiscal years to return in `annual` (from 10-K, 20-F or 40-F filings), newest first. 0 = none. Default: 5. Example values: 5
includeFilingsNoAdd the company's latest SEC filings (form, filing date, period, description, 8-K item numbers, document and index links) in `filings`. Insider and ownership forms (3, 4, 5, 144, 13D/G, 13F) and high-volume offering paperwork (424B2, 424B3, 424B7, FWP) are left out unless you list them in `filingForms`. Default: true. Example values: true
quarterlyPeriodsNoNumber of most recent fiscal quarters to return in `quarterly`, newest first. Q4 and quarterly cash flow are derived from year-to-date figures when the filing doesn't state them (flagged in `derived`). Foreign 20-F/40-F filers usually have no quarterly XBRL data. 0 = none. Default: 8. Example values: 8

Output Schema

NameRequiredDescriptionDefault
tipNoAdvisory guidance RAG Web Browser wrote to its key-value store under the reserved "TIP" key
runIdYesActor run ID
statsNoRun statistics
statusYesRun status: READY | RUNNING | TIMING-OUT | TIMED-OUT | ABORTING | ABORTED | SUCCEEDED | FAILED
actorIdYesStable Apify Actor ID from the run record
summaryYesPast-tense summary of the run state
exitCodeNoActor process exit code; populated for terminal states (especially FAILED)
nextStepYesOne primary follow-up action with identifiers interpolated
storagesYesDataset and key-value store metadata, keyed by alias. "default" is always the primary entry.
actorNameNo"username/actor-name"
startedAtNoISO timestamp when the run started
finishedAtNoISO timestamp when the run finished (terminal states only)
statusMessageNoPass-through from Apify run.statusMessage
apifyConsoleUrlNoPersonalized Apify Console link to the run; present only for Console sessions

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed2 schema fields changed
    • addedOutput schema / properties / tip / properties / caveat
      Added value: +{
      +  "description": "Present when this session cannot run the Actor the tip recommends",
      +  "type": "string"
      +}
    • changedOutput schema / properties / tip / properties / recommendedActorId / description
      Previous value: -"Apify Actor ID the tip recommends running next, when it names one — pass directly as `actor` to call-actor or fetch-actor-details"New value: +"Apify Actor ID the tip recommends, when it names one"
  2. Changed1 schema field changed
    • addedOutput schema / properties / storages / properties / datasets / properties / default / properties / itemsSchema
      Added value: +{
      +  "description": "JSON Schema for rows in the dataset at `storages.datasets.default.id` — describes row shape only; the rows themselves are NOT returned inline in this response. Inferred from this Actor's historical successful runs. To fetch actual rows, call `get-dataset-items` with the dataset id and a `fields` projection drawn from this schema.",
      +  "properties": {
      +    "accountingStandard": {
      +      "type": "string"
      +    },
      +    "alternatives": {
      +      "items": {},
      +      "type": "array"
      +    },
      +    "amountsNote": {
      +      "type": "string"
      +    },
      +    "annual": {
      +      "items": {
      +        "properties": {
      +          "accessionNumber": {
      +            "type": [
      +              "null",
      +              "string"
      +            ]
      +          },
      +          "capitalExpenditures": {
      +            "type": "number"
      +          },
      +          "cashAndEquivalents": {
      +            "type": "number"
      +          },
      +          "currentAssets": {
      +            "type": [
      +              "null",
      +              "number"
      +            ]
      +          },
      +          "currentLiabilities": {
      +            "type": [
      +              "null",
      +              "number"
      +            ]
      +          },
      +          "derived": {
      +            "items": {},
      +            "type": "array"
      +          },
      +          "dilutedSharesWeighted": {
      +            "type": "number"
      +          },
      +          "epsBasic": {
      +            "type": "number"
      +          },
      +          "epsDiluted": {
      +            "type": "number"
      +          },
      +          "epsDilutedGrowthYoYPct": {
      +            "type": [
      +              "null",
      +              "number"
      +            ]
      +          },
      +          "filed": {
      +            "type": [
      +              "null",
      +              "string"
      +            ]
      +          },
      +          "filingUrl": {
      +            "type": [
      +              "null",
      +              "string"
      +            ]
      +          },
      +          "fiscalPeriod": {
      +            "type": "string"
      +          },
      +          "fiscalYear": {
      +            "type": "number"
      +          },
      +          "form": {
      +            "type": [
      +              "null",
      +              "string"
      +            ]
      +          },
      +          "freeCashFlow": {
      +            "type": "number"
      +          },
      +          "grossMarginPct": {
      +            "type": "number"
      +          },
      +          "grossProfit": {
      +            "type": "number"
      +          },
      +          "longTermDebt": {
      +            "type": [
      +              "null",
      +              "number"
      +            ]
      +          },
      +          "netIncome": {
      +            "type": "number"
      +          },
      +          "netIncomeGrowthYoYPct": {
      +            "type": [
      +              "null",
      +              "number"
      +            ]
      +          },
      +          "netMarginPct": {
      +            "type": "number"
      +          },
      +          "operatingCashFlow": {
      +            "type": "number"
      +          },
      +          "operatingIncome": {
      +            "type": "number"
      +          },
      +          "operatingIncomeGrowthYoYPct": {
      +            "type": [
      +              "null",
      +              "number"
      +            ]
      +          },
      +          "operatingMarginPct": {
      +            "type": "number"
      +          },
      +          "periodEnd": {
      +            "type": "string"
      +          },
      +          "periodStart": {
      +            "type": "string"
      +          },
      +          "revenue": {
      +            "type": "number"
      +          },
      +          "revenueGrowthYoYPct": {
      +            "type": [
      +              "null",
      +              "number"
      +            ]
      +          },
      +          "sharesOutstanding": {
      +            "type": [
      +              "null",
      +              "number"
      +            ]
      +          },
      +          "stockholdersEquity": {
      +            "type": "number"
      +          },
      +          "totalAssets": {
      +            "type": [
      +              "null",
      +              "number"
      +            ]
      +          },
      +          "totalLiabilities": {
      +            "type": [
      +              "null",
      +              "number"
      +            ]
      +          },
      +          "xbrlTags": {
      +            "properties": {
      +              "capitalExpenditures": {
      +                "type": "string"
      +              },
      +              "cashAndEquivalents": {
      +                "type": "string"
      +              },
      +              "currentAssets": {
      +                "type": "string"
      +              },
      +              "currentLiabilities": {
      +                "type": "string"
      +              },
      +              "dilutedSharesWeighted": {
      +                "type": "string"
      +              },
      +              "epsBasic": {
      +                "type": "string"
      +              },
      +              "epsDiluted": {
      +                "type": "string"
      +              },
      +              "grossProfit": {
      +                "type": "string"
      +              },
      +              "longTermDebt": {
      +                "type": "string"
      +              },
      +              "netIncome": {
      +                "type": "string"
      +              },
      +              "operatingCashFlow": {
      +                "type": "string"
      +              },
      +              "operatingIncome": {
      +                "type": "string"
      +              },
      +              "revenue": {
      +                "type": "string"
      +              },
      +              "sharesOutstanding": {
      +                "type": "string"
      +              },
      +              "stockholdersEquity": {
      +                "type": "string"
      +              },
      +              "totalAssets": {
      +                "type": "string"
      +              },
      +              "totalLiabilities": {
      +                "type": "string"
      +              }
      +            },
      +            "type": "object"
      +          }
      +        },
      +        "type": "object"
      +      },
      +      "type": "array"
      +    },
      +    "businessAddress": {
      +      "properties": {
      +        "city": {
      +          "type": "string"
      +        },
      +        "country": {
      +          "type": "string"
      +        },
      +        "stateOrCountry": {
      +          "type": "string"
      +        },
      +        "street": {
      +          "type": "string"
      +        },
      +        "zip": {
      +          "type": "string"
      +        }
      +      },
      +      "type": "object"
      +    },
      +    "checkedAt": {
      +      "type": "string"
      +    },
      +    "cik": {
      +      "type": "number"
      +    },
      +    "cikPadded": {
      +      "type": "string"
      +    },
      +    "currency": {
      +      "type": "string"
      +    },
      +    "edgarUrl": {
      +      "type": "string"
      +    },
      +    "ein": {
      +      "type": [
      +        "null",
      +        "string"
      +      ]
      +    },
      +    "exchanges": {
      +      "items": {
      +        "type": "string"
      +      },
      +      "type": "array"
      +    },
      +    "filerCategory": {
      +      "type": "string"
      +    },
      +    "filings": {
      +      "items": {
      +        "properties": {
      +          "accessionNumber": {
      +            "type": "string"
      +          },
      +          "description": {
      +            "type": "string"
      +          },
      +          "documentUrl": {
      +            "type": "string"
      +          },
      +          "filingDate": {
      +            "type": "string"
      +          },
      +          "form": {
      +            "type": "string"
      +          },
      +          "indexUrl": {
      +            "type": "string"
      +          },
      +          "items": {
      +            "type": [
      +              "null",
      +              "string"
      +            ]
      +          },
      +          "reportDate": {
      +            "type": [
      +              "null",
      +              "string"
      +            ]
      +          }
      +        },
      +        "type": "object"
      +      },
      +      "type": "array"
      +    },
      +    "fiscalYearEnd": {
      +      "type": "string"
      +    },
      +    "formerNames": {
      +      "items": {
      +        "properties": {
      +          "from": {
      +            "type": "string"
      +          },
      +          "name": {
      +            "type": "string"
      +          },
      +          "to": {
      +            "type": "string"
      +          }
      +        },
      +        "type": "object"
      +      },
      +      "type": "array"
      +    },
      +    "found": {
      +      "type": "boolean"
      +    },
      +    "input": {
      +      "type": "string"
      +    },
      +    "isForeignFiler": {
      +      "type": "boolean"
      +    },
      +    "latestAnnual": {
      +      "properties": {
      +        "accessionNumber": {
      +          "type": "string"
      +        },
      +        "capitalExpenditures": {
      +          "type": "number"
      +        },
      +        "cashAndEquivalents": {
      +          "type": "number"
      +        },
      +        "currentAssets": {
      +          "type": "number"
      +        },
      +        "currentLiabilities": {
      +          "type": "number"
      +        },
      +        "derived": {
      +          "items": {},
      +          "type": "array"
      +        },
      +        "dilutedSharesWeighted": {
      +          "type": "number"
      +        },
      +        "epsBasic": {
      +          "type": "number"
      +        },
      +        "epsDiluted": {
      +          "type": "number"
      +        },
      +        "epsDilutedGrowthYoYPct": {
      +          "type": "number"
      +        },
      +        "filed": {
      +          "type": "string"
      +        },
      +        "filingUrl": {
      +          "type": "string"
      +        },
      +        "fiscalPeriod": {
      +          "type": "string"
      +        },
      +        "fiscalYear": {
      +          "type": "number"
      +        },
      +        "form": {
      +          "type": "string"
      +        },
      +        "freeCashFlow": {
      +          "type": "number"
      +        },
      +        "grossMarginPct": {
      +          "type": "number"
      +        },
      +        "grossProfit": {
      +          "type": "number"
      +        },
      +        "longTermDebt": {
      +          "type": [
      +            "null",
      +            "number"
      +          ]
      +        },
      +        "netIncome": {
      +          "type": "number"
      +        },
      +        "netIncomeGrowthYoYPct": {
      +          "type": "number"
      +        },
      +        "netMarginPct": {
      +          "type": "number"
      +        },
      +        "operatingCashFlow": {
      +          "type": "number"
      +        },
      +        "operatingIncome": {
      +          "type": "number"
      +        },
      +        "operatingIncomeGrowthYoYPct": {
      +          "type": "number"
      +        },
      +        "operatingMarginPct": {
      +          "type": "number"
      +        },
      +        "periodEnd": {
      +          "type": "string"
      +        },
      +        "periodStart": {
      +          "type": "string"
      +        },
      +        "revenue": {
      +          "type": "number"
      +        },
      +        "revenueGrowthYoYPct": {
      +          "type": "number"
      +        },
      +        "sharesOutstanding": {
      +          "type": [
      +            "null",
      +            "number"
      +          ]
      +        },
      +        "stockholdersEquity": {
      +          "type": "number"
      +        },
      +        "totalAssets": {
      +          "type": "number"
      +        },
      +        "totalLiabilities": {
      +          "type": "number"
      +        },
      +        "xbrlTags": {
      +          "properties": {
      +            "capitalExpenditures": {
      +              "type": "string"
      +            },
      +            "cashAndEquivalents": {
      +              "type": "string"
      +            },
      +            "currentAssets": {
      +              "type": "string"
      +            },
      +            "currentLiabilities": {
      +              "type": "string"
      +            },
      +            "dilutedSharesWeighted": {
      +              "type": "string"
      +            },
      +            "epsBasic": {
      +              "type": "string"
      +            },
      +            "epsDiluted": {
      +              "type": "string"
      +            },
      +            "grossProfit": {
      +              "type": "string"
      +            },
      +            "longTermDebt": {
      +              "type": "string"
      +            },
      +            "netIncome": {
      +              "type": "string"
      +            },
      +            "operatingCashFlow": {
      +              "type": "string"
      +            },
      +            "operatingIncome": {
      +              "type": "string"
      +            },
      +            "revenue": {
      +              "type": "string"
      +            },
      +            "sharesOutstanding": {
      +              "type": "string"
      +            },
      +            "stockholdersEquity": {
      +              "type": "string"
      +            },
      +            "totalAssets": {
      +              "type": "string"
      +            },
      +            "totalLiabilities": {
      +              "type": "string"
      +            }
      +          },
      +          "type": "object"
      +        }
      +      },
      +      "type": "object"
      +    },
      +    "latestQuarter": {},
      +    "latestSharesOutstanding": {},
      +    "lei": {
      +      "type": "null"
      +    },
      +    "matchedBy": {
      +      "type": "string"
      +    },
      +    "name": {
      +      "type": "string"
      +    },
      +    "notes": {
      +      "items": {
      +        "type": "string"
      +      },
      +      "type": "array"
      +    },
      +    "phone": {
      +      "type": "string"
      +    },
      +    "quarterly": {
      +      "items": {
      +        "properties": {
      +          "accessionNumber": {
      +            "type": [
      +              "null",
      +              "string"
      +            ]
      +          },
      +          "capitalExpenditures": {
      +            "type": "number"
      +          },
      +          "cashAndEquivalents": {
      +            "type": "number"
      +          },
      +          "currentAssets": {
      +            "type": [
      +              "null",
      +              "number"
      +            ]
      +          },
      +          "currentLiabilities": {
      +            "type": [
      +              "null",
      +              "number"
      +            ]
      +          },
      +          "derived": {
      +            "items": {
      +              "type": "string"
      +            },
      +            "type": "array"
      +          },
      +          "dilutedSharesWeighted": {
      +            "type": [
      +              "null",
      +              "number"
      +            ]
      +          },
      +          "epsBasic": {
      +            "type": [
      +              "null",
      +              "number"
      +            ]
      +          },
      +          "epsDiluted": {
      +            "type": [
      +              "null",
      +              "number"
      +            ]
      +          },
      +          "epsDilutedGrowthYoYPct": {
      +            "type": [
      +              "null",
      +              "number"
      +            ]
      +          },
      +          "filed": {
      +            "type": [
      +              "null",
      +              "string"
      +            ]
      +          },
      +          "filingUrl": {
      +            "type": [
      +              "null",
      +              "string"
      +            ]
      +          },
      +          "fiscalPeriod": {
      +            "type": "string"
      +          },
      +          "fiscalYear": {
      +            "type": "number"
      +          },
      +          "form": {
      +            "type": [
      +              "null",
      +              "string"
      +            ]
      +          },
      +          "freeCashFlow": {
      +            "type": "number"
      +          },
      +          "grossMarginPct": {
      +            "type": "number"
      +          },
      +          "grossProfit": {
      +            "type": "number"
      +          },
      +          "longTermDebt": {
      +            "type": [
      +              "null",
      +              "number"
      +            ]
      +          },
      +          "netIncome": {
      +            "type": "number"
      +          },
      +          "netIncomeGrowthYoYPct": {
      +            "type": [
      +              "null",
      +              "number"
      +            ]
      +          },
      +          "netMarginPct": {
      +            "type": "number"
      +          },
      +          "operatingCashFlow": {
      +            "type": "number"
      +          },
      +          "operatingIncome": {
      +            "type": "number"
      +          },
      +          "operatingMarginPct": {
      +            "type": "number"
      +          },
      +          "periodEnd": {
      +            "type": "string"
      +          },
      +          "periodStart": {
      +            "type": "string"
      +          },
      +          "revenue": {
      +            "type": "number"
      +          },
      +          "revenueGrowthQoQPct": {
      +            "type": "number"
      +          },
      +          "revenueGrowthYoYPct": {
      +            "type": [
      +              "null",
      +              "number"
      +            ]
      +          },
      +          "sharesOutstanding": {
      +            "type": [
      +              "null",
      +              "number"
      +            ]
      +          },
      +          "stockholdersEquity": {
      +            "type": "number"
      +          },
      +          "totalAssets": {
      +            "type": [
      +              "null",
      +              "number"
      +            ]
      +          },
      +          "totalLiabilities": {
      +            "type": [
      +              "null",
      +              "number"
      +            ]
      +          },
      +          "xbrlTags": {
      +            "properties": {
      +              "capitalExpenditures": {
      +                "type": "string"
      +              },
      +              "cashAndEquivalents": {
      +                "type": "string"
      +              },
      +              "currentAssets": {
      +                "type": "string"
      +              },
      +              "currentLiabilities": {
      +                "type": "string"
      +              },
      +              "dilutedSharesWeighted": {
      +                "type": "string"
      +              },
      +              "epsBasic": {
      +                "type": "string"
      +              },
      +              "epsDiluted": {
      +                "type": "string"
      +              },
      +              "grossProfit": {
      +                "type": "string"
      +              },
      +              "longTermDebt": {
      +                "type": "string"
      +              },
      +              "netIncome": {
      +                "type": "string"
      +              },
      +              "operatingCashFlow": {
      +                "type": "string"
      +              },
      +              "operatingIncome": {
      +                "type": "string"
      +              },
      +              "revenue": {
      +                "type": "string"
      +              },
      +              "sharesOutstanding": {
      +                "type": "string"
      +              },
      +              "stockholdersEquity": {
      +                "type": "string"
      +              },
      +              "totalAssets": {
      +                "type": "string"
      +              },
      +              "totalLiabilities": {
      +                "type": "string"
      +              }
      +            },
      +            "type": "object"
      +          }
      +        },
      +        "type": "object"
      +      },
      +      "type": "array"
      +    },
      +    "sic": {
      +      "type": "string"
      +    },
      +    "sicDescription": {
      +      "type": "string"
      +    },
      +    "sources": {
      +      "properties": {
      +        "companyFacts": {
      +          "type": "string"
      +        },
      +        "submissions": {
      +          "type": "string"
      +        }
      +      },
      +      "type": "object"
      +    },
      +    "stateOfIncorporation": {
      +      "type": [
      +        "null",
      +        "string"
      +      ]
      +    },
      +    "status": {
      +      "type": "string"
      +    },
      +    "summary": {
      +      "type": "string"
      +    },
      +    "tickers": {
      +      "items": {
      +        "type": "string"
      +      },
      +      "type": "array"
      +    },
      +    "ttm": {},
      +    "website": {
      +      "type": "null"
      +    }
      +  },
      +  "type": "object"
      +}
  3. First observed

TDQS

A3.5/5.0
Behavior3/5

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

Annotations already declare readOnlyHint=false, destructiveHint=true and openWorldHint=true, so the safety profile is largely covered structurally. The description adds genuine value with cost transparency ('$0.005/company, $0.0005/run'), but it does not disclose the run lifecycle (that it starts a billable Actor run and may return non-terminal results within waitSecs) and 'retrieves its output results' sits in mild tension with destructiveHint=true.

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: a short wrapper statement followed by a dense, information-rich actor summary. It is front-loaded and mostly free of filler, though the 'This tool calls the Actor ... and retrieves its output results' preamble is near-tautological and the 'Actor description:' label is boilerplate overhead.

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?

With an output schema present, return values need no explanation, and annotations plus the 100%-covered schema carry safety and parameter detail. The description supplies data scope, input flexibility and pricing, making it broadly complete; the only real gap is operational context about the run/poll lifecycle in an agentic workflow.

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 all seven parameters (waitSecs, companies, maxFilings, filingForms, annualPeriods, includeFilings, quarterlyPeriods) are already fully documented in the schema. The description only echoes the accepted identifier types ('Tickers, CIKs or names'), matching the baseline 3 for a schema that 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?

The actor description names a specific verb+resource well beyond a tautology: it returns SEC EDGAR financials (revenue, net income, EPS, cash flow, margins, TTM) and accepts tickers, CIKs or names. However, the framing sentence ('calls the Actor ... and retrieves its output results') is generic wrapper boilerplate, and it never explicitly differentiates itself from the platform-level siblings (get-dataset-items, get-actor-run), so it lands at 4 rather than 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 subject matter (fetch SEC company financials when you need reported fundamentals), and it notes 'No API key' and per-company run pricing. But there is no explicit when-to-use vs when-not guidance, no mention of the siblings, and no note about the async/run-then-poll flow that would tell an agent when this is the right entry point versus get-actor-run or get-dataset-items.

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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