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get_guidance

Get forward-looking guidance language extracted from a company's SEC filings, by ticker symbol.

Use this when asked what a company said about future performance,
revenue outlook, margin expectations, or other forward-looking
statements. Note: results are keyword-matched sentences from filings
and may include both forward guidance and recent reported results -
read each sentence carefully to distinguish actual forward guidance
from historical figures.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
tickerYes

TDQS

A4.5/5.0
Behavior4/5

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

With no annotations provided, the description carries the full burden. It discloses that results are keyword-matched sentences and may include both forward guidance and recent reported results, warning the user to read carefully. This is meaningful behavioral context beyond the schema, though it doesn't describe return format or potential limitations like date ranges.

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 concise and well-structured. The first sentence states the core purpose, the second provides usage context, and the note adds a critical caveat. Every sentence serves a clear function, with no redundant or filler text.

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?

For a simple tool with one parameter and no output schema, the description is complete. It explains what the tool does, when to use it, what the output looks like (`keyword-matched sentences`), and a significant caveat about historical vs. forward-looking content. This is sufficient for an agent to select and invoke the tool correctly.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

The schema has only one parameter, `ticker`, with 0% description coverage. The description compensates by stating `by ticker symbol` in the first sentence, making it clear the input is a stock ticker. Though it doesn't specify format (e.g., uppercase), the single parameter is self-explanatory and the mention adds value.

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 extracts forward-looking guidance language from SEC filings by ticker symbol. This is a specific verb+resource+scope that distinguishes it from sibling tools like get_filings or get_transcript, which focus on raw filings or transcripts.

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 provides explicit guidance on when to use the tool (`Use this when asked what a company said about future performance, revenue outlook, margin expectations, or other forward-looking statements`). However, it does not explicitly name alternatives or state when not to use it, though the context is clear enough for most agent decisions.

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

A4.2/5.0
Disambiguation5/5

Each tool targets a distinct aspect of SEC filings (company info, filings list, detail, guidance, sector, signals, transcripts, search, earnings calendar, sector listing). No two tools have overlapping purposes.

Naming Consistency4/5

Most tools follow a 'get_<noun>' pattern (e.g., get_filings, get_guidance), but list_sectors and search_filings deviate. The naming is still clear and intuitive.

Tool Count5/5

10 tools is well-scoped for a filing API—covers all major retrieval needs without redundancy or excess.

Completeness5/5

The tool surface covers the full lifecycle of filing retrieval: discovery (search, sector, calendar), listing, detail, and specialized extraction (guidance, signals, transcripts). No obvious gaps for the domain.

Resources