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Company Guidance

GetGuidance
Read-only

Get company guidance from written Item 2.02 earnings releases and earnings-call transcripts, newest release first, with range, unit, GAAP basis, fiscal period and source provenance. Closed target periods are marked ended. Revenue and diluted-EPS guidance includes the reported actual and verdict once comparable XBRL facts exist; non-GAAP guidance is never compared with GAAP actuals. Coverage notes distinguish unprocessed documents from sources that state no guidance.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
tickerYesStock ticker symbol (e.g., AAPL, MSFT).

TDQS

A4.5/5.0
Behavior5/5

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

Annotations only declare readOnlyHint, openWorldHint, and destructiveHint, but the description adds rich behavioral detail: how closed periods are marked, how revenue/EPS guidance includes actuals once comparable XBRL facts exist, the non-GAAP comparison rule, and coverage notes distinguishing unprocessed documents. This transparency goes well beyond the structured annotations.

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?

The description is compact yet information-dense, front-loading the primary purpose and then efficiently covering ordering, period marking, comparison rules, and coverage notes. No redundant sentences; each clause earns its place.

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 single parameter, no output schema, and read-only annotations, the description provides a thorough explanation of the returned content: source types, ordering, period status, comparison behavior, and coverage classification. This suffices for an agent to invoke correctly and interpret results.

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?

The schema fully describes the only parameter 'ticker' with an example and type, achieving 100% schema description coverage. The description does not add extra parameter-level detail, which is unnecessary given the baseline of 3 for high coverage.

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 retrieves company guidance from Item 2.02 earnings releases and transcripts, newest first, with specific attributes like range, unit, GAAP basis, fiscal period, and provenance. This specific verb+resource combination distinguishes it from siblings such as GetEarningsBrief or GetFinancialFact.

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?

The description implies the tool is for guidance data from written earnings releases and call transcripts, and notes nuances like non-GAAP never being compared to GAAP actuals. However, it does not explicitly name alternative tools or conditions for when not to use it, relying on the detailed purpose to guide selection.

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.