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Earnings Call Event

GetEarningsCallEvent
Read-only

Get the earnings-call event for a company's fiscal quarter — the single record that groups the quarter's call artefacts (audio, transcript, slide deck, and 8-K earnings release) under one event. Returns the event's id (usable with GetInvestorEventTranscript), title, call date, status, which of the four artefacts are available, the transcript and earnings-release document ids when linked, and the release's extracted guidance rows when the 8-K carries approved ones. When a transcript is available, read it with GetEarningsCallTranscript, or get the AI read via GetEarningsBrief / GetEarningsCallToneAndThemes. Use this to ask "what do we have for AAPL FY2025 Q3?" rather than chasing each artefact separately — or omit the fiscal period for the company's latest call.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
tickerYesCompany ticker symbol (e.g., AAPL, MSFT)
fiscalYearNoCompany fiscal year. Omit both period fields for the latest call; year alone selects the latest call in that fiscal year.
fiscalQuarterNoCompany fiscal quarter, 1-4. Quarter alone selects the latest matching quarter across fiscal years; provide both fields for an exact period.

TDQS

A4.4/5.0
Behavior4/5

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

Annotations already declare readOnlyHint=true, destructiveHint=false, and openWorldHint=false, so the safety profile is covered; with annotations present the bar is lower. The description adds real behavioral context beyond that: the selection semantics (omit both period fields for the latest call; year alone selects the latest in that year; quarter alone selects the latest matching quarter) and the group-scope behavior that distinguishes this from single-artefact tools. It discloses what the call returns (status, artefact availability, linked document ids, guidance rows) without contradicting the annotations.

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?

The description is front-loaded with the core purpose before moving to return content, sibling routing, and a concrete usage example. Every sentence earns its place — the return enumeration is useful given there is no output schema, and the sibling routing is essential. It is on the longer side (roughly 90 words) for a read-only getter, with slight redundancy between the artefact enumeration in sentence one and the return-content detail in sentence two, but it remains well organized and not wasteful.

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 the nuanced nullable-period selection rules and the absence of an output schema, the description carries the full burden of explaining return values — and it does: id (usable with GetInvestorEventTranscript), title, call date, status, artefact availability, transcript/earnings-release document ids, and extracted guidance rows. It also covers the period-selection semantics and onward routing. Nothing an agent needs to call this 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 the baseline is 3 even with no parameter details in the description. The schema already documents ticker, and the nullability/defaults and omission rules for fiscalYear and fiscalQuarter. The description echoes the 'omit the fiscal period for the latest call' rule but does not add material syntax or format detail beyond the schema. Value added is marginal but not absent, so a defensible 3.

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 opens with a specific verb+resource+scope: 'Get the earnings-call event for a company's fiscal quarter — the single record that groups the quarter's call artefacts.' It clearly distinguishes itself from siblings by naming GetEarningsCallTranscript, GetEarningsBrief, GetEarningsCallToneAndThemes, and GetInvestorEventTranscript as the tools for the underlying artefacts rather than the grouping event. An agent can tell this apart from the adjacent investors-event and transcript tools without inspecting either schema.

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?

Usage direction is explicit and actionable: 'Use this to ask "what do we have for AAPL FY2025 Q3?" rather than chasing each artefact separately — or omit the fiscal period for the company's latest call.' It also routes onward behavior: 'When a transcript is available, read it with GetEarningsCallTranscript, or get the AI read via GetEarningsBrief / GetEarningsCallToneAndThemes.' When-to-use and alternatives are both spelled out, leaving nothing 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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TDQS

B3.4/5.0
Disambiguation4/5

Most tools have clearly distinct purposes, with detailed descriptions that cross-reference related alternatives. A few near-duplicate names could cause misselection, notably SearchDocument versus SearchDocuments and GetCftcPositioning versus GetLatestCftcPositioning.

Naming Consistency5/5

Tool names consistently follow a VerbNoun camelCase pattern: Get for retrievals, Search for discovery, List/Read for document access, and Add/Close/Remove/Update/Watch/Create/Delete for portfolio mutations. Despite the large count, there is no mixing of naming conventions or unpredictable verb styles.

Tool Count1/5

108 tools is an extreme surface area, far beyond the 3-15 well-scoped range and well past the 25+ threshold. Even for a broad financial data platform, this creates a heavy selection burden and substantial context overhead for agents.

Completeness4/5

The server covers an unusually wide domain: prices, fundamentals, SEC filings, options, insider activity, 13F holdings, short interest, macro data, funds, IPOs, and full portfolio lifecycle management. Notable gaps remain, such as a basic company profile/ticker-resolution tool, dividend history, and analyst estimates, so it is not a perfect 5.