ko-mcp

get_stock_financials

Read-onlyIdempotent

Get quarterly or annual financial statements for a company from SEC 10-K/10-Q filings: revenue, net income, EPS, margins, operating cash flow, cash, capex, free cash flow, buybacks, dividends, investing/financing cash flow, total assets/liabilities and debt ratios. capex, stock_repurchase (buybacks) and dividends_paid are each normally a positive cash payment (USD); negative values are passed through as filed or derived; a negative capex makes free_cash_flow null. free_cash_flow = operating_cashflow - capex only when both are reported and capex >= 0, otherwise null (never computed from a missing or negative value). cash_and_equivalents excludes short-term investments; long_term_debt is us-gaap LongTermDebt, which includes the current portion. Plan limits: the Free plan and keyless access return only the latest quarterly statement; annual statements and earlier quarters require Pro (a request for them returns an explicit plan-limit error, never 'no data'). structuredContent carries the exact reported values.

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": "get_stock_financials"
  }
}

Input Schema

Name	Required	Description	Default
`limit`	No	Number of periods to return (default 8)
`ticker`	Yes	Stock ticker symbol (e.g. 'AAPL', 'MSFT')
`period_type`	No	Period type — quarterly (10-Q) or annual (10-K)	quarterly

Output Schema

Name	Required	Description
`ticker`	Yes
`periods`	Yes
`plan_note`	Yes	Set when the caller's plan limited which periods were returned
`plan_limit`	Yes	The Free/keyless plan limits ko.io applied to this answer (null for paid callers)
`period_type`	Yes

Schema Changelog

Changes observed during successful MCP inspections.

Changed13 schema fields changedOct 25, 2026

addedOutput schema / properties / periods / items / properties / capex

Added value: +{
+  "anyOf": [
+    {
+      "$ref": "#/properties/periods/items/properties/revenue/anyOf/0"
+    },
+    {
+      "type": "null"
+    }
+  ],
+  "description": "Payments to acquire property, plant and equipment: normally a positive cash payment (USD); negative values are passed through as filed or derived and make free_cash_flow null"
+}

addedOutput schema / properties / periods / items / properties / cash_and_equivalents

Added value: +{
+  "anyOf": [
+    {
+      "$ref": "#/properties/periods/items/properties/revenue/anyOf/0"
+    },
+    {
+      "type": "null"
+    }
+  ],
+  "description": "Cash and cash equivalents at period end, USD; excludes short-term investments"
+}

addedOutput schema / properties / periods / items / properties / dividends_paid

Added value: +{
+  "anyOf": [
+    {
+      "$ref": "#/properties/periods/items/properties/revenue/anyOf/0"
+    },
+    {
+      "type": "null"
+    }
+  ],
+  "description": "Dividends paid: normally a positive cash payment (USD); negative values are passed through as filed or derived"
+}

addedOutput schema / properties / periods / items / properties / financing_cashflow

Added value: +{
+  "anyOf": [
+    {
+      "$ref": "#/properties/periods/items/properties/revenue/anyOf/0"
+    },
+    {
+      "type": "null"
+    }
+  ],
+  "description": "Net cash from financing activities, USD, signed (negative = net cash used)"
+}

addedOutput schema / properties / periods / items / properties / free_cash_flow

Added value: +{
+  "anyOf": [
+    {
+      "$ref": "#/properties/periods/items/properties/revenue/anyOf/0"
+    },
+    {
+      "type": "null"
+    }
+  ],
+  "description": "operating_cashflow - capex, exact; only when both are non-null and capex >= 0, otherwise null (never computed from a missing or negative value)"
+}

addedOutput schema / properties / periods / items / properties / investing_cashflow

Added value: +{
+  "anyOf": [
+    {
+      "$ref": "#/properties/periods/items/properties/revenue/anyOf/0"
+    },
+    {
+      "type": "null"
+    }
+  ],
+  "description": "Net cash from investing activities, USD, signed (negative = net cash used)"
+}

removedOutput schema / properties / periods / items / properties / long_term_debt / $ref
```
Removed value: -"#/properties/periods/items/properties/revenue"
```

addedOutput schema / properties / periods / items / properties / long_term_debt / anyOf

Added value: +[
+  {
+    "$ref": "#/properties/periods/items/properties/revenue/anyOf/0"
+  },
+  {
+    "type": "null"
+  }
+]

addedOutput schema / properties / periods / items / properties / long_term_debt / description

Added value: +"us-gaap LongTermDebt: total long-term debt INCLUDING the current portion (not the balance-sheet noncurrent line), USD"

addedOutput schema / properties / periods / items / properties / stock_repurchase

Added value: +{
+  "anyOf": [
+    {
+      "$ref": "#/properties/periods/items/properties/revenue/anyOf/0"
+    },
+    {
+      "type": "null"
+    }
+  ],
+  "description": "Payments for repurchase of common stock (buybacks): normally a positive cash payment (USD); negative values are passed through as filed or derived"
+}

addedOutput schema / properties / periods / items / properties / total_assets

Added value: +{
+  "$ref": "#/properties/periods/items/properties/revenue"
+}

addedOutput schema / properties / periods / items / properties / total_liabilities
```
Added value: +{
+  "$ref": "#/properties/periods/items/properties/revenue"
+}
```

changedOutput schema / properties / periods / items / required

Previous value: -[
-  "period_end",
-  "revenue",
-  "net_income",
-  "eps_basic",
-  "eps_diluted",
-  "gross_profit",
-  "operating_income",
-  "operating_cashflow",
-  "long_term_debt",
-  "short_term_debt",
-  "stockholders_equity"
-]New value: +[
+  "period_end",
+  "revenue",
+  "net_income",
+  "eps_basic",
+  "eps_diluted",
+  "gross_profit",
+  "operating_income",
+  "operating_cashflow",
+  "long_term_debt",
+  "short_term_debt",
+  "stockholders_equity",
+  "cash_and_equivalents",
+  "total_assets",
+  "total_liabilities",
+  "capex",
+  "stock_repurchase",
+  "dividends_paid",
+  "investing_cashflow",
+  "financing_cashflow",
+  "free_cash_flow"
+]

Changed1 schema field changedSep 26, 2026

changedOutput schema / (root)

Previous value: -nullNew value: +{
+  "$schema": "http://json-schema.org/draft-07/schema#",
+  "additionalProperties": false,
+  "properties": {
+    "period_type": {
+      "enum": [
+        "quarterly",
+        "annual"
+      ],
+      "type": "string"
+    },
+    "periods": {
+      "items": {
+        "additionalProperties": false,
+        "properties": {
+          "eps_basic": {
+            "$ref": "#/properties/periods/items/properties/revenue"
+          },
+          "eps_diluted": {
+            "$ref": "#/properties/periods/items/properties/revenue"
+          },
+          "gross_profit": {
+            "$ref": "#/properties/periods/items/properties/revenue"
+          },
+          "long_term_debt": {
+            "$ref": "#/properties/periods/items/properties/revenue"
+          },
+          "net_income": {
+            "$ref": "#/properties/periods/items/properties/revenue"
+          },
+          "operating_cashflow": {
+            "$ref": "#/properties/periods/items/properties/revenue"
+          },
+          "operating_income": {
+            "$ref": "#/properties/periods/items/properties/revenue"
+          },
+          "period_end": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "revenue": {
+            "anyOf": [
+              {
+                "pattern": "^-?\\d+(\\.\\d+)?([eE][-+]?\\d+)?$",
+                "type": "string"
+              },
+              {
+                "type": "null"
+              }
+            ],
+            "description": "Exact decimal string as served by ko.io (not rounded); null = unknown"
+          },
+          "short_term_debt": {
+            "$ref": "#/properties/periods/items/properties/revenue"
+          },
+          "stockholders_equity": {
+            "$ref": "#/properties/periods/items/properties/revenue"
+          }
+        },
+        "required": [
+          "period_end",
+          "revenue",
+          "net_income",
+          "eps_basic",
+          "eps_diluted",
+          "gross_profit",
+          "operating_income",
+          "operating_cashflow",
+          "long_term_debt",
+          "short_term_debt",
+          "stockholders_equity"
+        ],
+        "type": "object"
+      },
+      "type": "array"
+    },
+    "plan_limit": {
+      "anyOf": [
+        {
+          "additionalProperties": false,
+          "properties": {
+            "continuation": {
+              "$ref": "#/properties/periods/items/properties/period_end"
+            },
+            "date_basis": {
+              "$ref": "#/properties/periods/items/properties/period_end"
+            },
+            "effective_period": {
+              "$ref": "#/properties/periods/items/properties/period_end"
+            },
+            "policy_version": {
+              "$ref": "#/properties/periods/items/properties/period_end"
+            },
+            "row_cap": {
+              "anyOf": [
+                {
+                  "type": "integer"
+                },
+                {
+                  "type": "null"
+                }
+              ]
+            },
+            "truncated": {
+              "type": [
+                "boolean",
+                "null"
+              ]
+            },
+            "window_end": {
+              "$ref": "#/properties/periods/items/properties/period_end"
+            },
+            "window_start": {
+              "$ref": "#/properties/periods/items/properties/period_end"
+            }
+          },
+          "required": [
+            "policy_version",
+            "window_start",
+            "window_end",
+            "effective_period",
+            "date_basis",
+            "row_cap",
+            "truncated",
+            "continuation"
+          ],
+          "type": "object"
+        },
+        {
+          "type": "null"
+        }
+      ],
+      "description": "The Free/keyless plan limits ko.io applied to this answer (null for paid callers)"
+    },
+    "plan_note": {
+      "description": "Set when the caller's plan limited which periods were returned",
+      "type": [
+        "string",
+        "null"
+      ]
+    },
+    "ticker": {
+      "type": "string"
+    }
+  },
+  "required": [
+    "ticker",
+    "period_type",
+    "periods",
+    "plan_note",
+    "plan_limit"
+  ],
+  "type": "object"
+}

First observedJul 11, 2026

TDQS

A4.4/5.0

Behavior5/5

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

Adds substantial context beyond the readOnly annotation: sign conventions for capex/buybacks/dividends, the exact free_cash_flow derivation rule and null conditions, scope of cash_and_equivalents and long_term_debt, plan-limit behavior, and that structuredContent carries exact reported values. Annotations already cover safety, and this adds real domain behavior.

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?

Purpose and field list are front-loaded, then edge-case rules follow. It is dense but nearly every clause carries decision-relevant information; the long mid-section could be split for readability.

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?

Given an output schema exists and no explanation of return format is needed, the description covers the remaining gaps: field definitions, sign/derivation rules, plan limits, and error behavior. An agent has everything needed to call and interpret it.

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%, so ticker, period_type and limit are already documented by the schema. The description reinforces the quarterly=10-Q / annual=10-K mapping but adds no new syntax or edge-case semantics for limit or ticker, so baseline 3 applies.

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 specific verb and resource ('Get quarterly or annual financial statements ... from SEC 10-K/10-Q filings') and enumerates the returned line items. It is clearly distinguishable from siblings like get_stock_price or get_stock_profile by naming the filing source and statement contents.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Gives explicit when-not guidance via plan limits: 'the Free plan and keyless access return only the latest quarterly statement; annual statements and earlier quarters require Pro' and that this fails with an explicit plan-limit error. It does not name sibling alternatives for related needs, so it falls short of a 5.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

All ko-mcp tools Inspect

Try in Browser

One endpoint for every MCP toolRayrun runs every MCP server behind one URL and holds the credentials. Each call is decided per client, tool, and argument, then recorded.ray.runAd

Glama MCP Gateway

Add one secure layer between your agents and this server.