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get_financials

Read-onlyIdempotent

Get financial statements for an NZX company. Includes income statement, balance sheet, cash flow, and financial ratios. Filter by statement type and year range.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
yearNoYear or range (e.g. "2024" or "2020-2024")
limitNoMax results per statement type
tickerYesNZX ticker symbol
statementNoStatement type: income, balance, cashflow, ratios, or comma-separated (default: all)

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
dataYesThe tool payload. Null when the call did not produce one — read meta.availability_status to find out why, and do not treat null as zero, empty or "none found".
metaYes
toolYesTool that produced this result.
schema_versionYesEnvelope contract version. Bumps only on a breaking shape change.

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed4 schema fields changed
    • addedInput schema / additionalProperties
      Added value: +false
    • addedInput schema / properties / limit / minimum
      Added value: +1
    • changedInput schema / properties / limit / type
      Previous value: -"number"New value: +"integer"
    • changedOutput schema / (root)
      Previous value: -nullNew value: +{
      +  "additionalProperties": false,
      +  "properties": {
      +    "data": {
      +      "description": "The tool payload. Null when the call did not produce one — read meta.availability_status to find out why, and do not treat null as zero, empty or \"none found\"."
      +    },
      +    "meta": {
      +      "additionalProperties": true,
      +      "properties": {
      +        "availability_status": {
      +          "description": "ok: complete payload. truncated: payload exceeded the transport cap and was cut. parse_failed: payload is text this server could not parse as JSON. error: the tool raised.",
      +          "enum": [
      +            "ok",
      +            "truncated",
      +            "parse_failed",
      +            "error"
      +          ],
      +          "type": "string"
      +        },
      +        "encoding": {
      +          "description": "toon = pipe-delimited tabular encoding; header row names the columns.",
      +          "enum": [
      +            "json",
      +            "toon"
      +          ],
      +          "type": "string"
      +        },
      +        "provenance": {
      +          "description": "Whether the figures can cite a source document. \"undeclared\" means no claim has been made for this endpoint yet — it is not a claim that the data is unsourced.",
      +          "enum": [
      +            "direct",
      +            "label",
      +            "reachable",
      +            "none",
      +            "undeclared"
      +          ],
      +          "type": "string"
      +        },
      +        "retrieved_at": {
      +          "description": "When this platform produced the answer — NOT the as-at date of the data.",
      +          "format": "date-time",
      +          "type": "string"
      +        },
      +        "warnings": {
      +          "items": {
      +            "type": "string"
      +          },
      +          "type": "array"
      +        }
      +      },
      +      "required": [
      +        "retrieved_at",
      +        "availability_status",
      +        "provenance"
      +      ],
      +      "type": "object"
      +    },
      +    "schema_version": {
      +      "description": "Envelope contract version. Bumps only on a breaking shape change.",
      +      "type": "string"
      +    },
      +    "tool": {
      +      "description": "Tool that produced this result.",
      +      "type": "string"
      +    }
      +  },
      +  "required": [
      +    "schema_version",
      +    "tool",
      +    "data",
      +    "meta"
      +  ],
      +  "type": "object"
      +}
  2. First observed

TDQS

B3.4/5.0
Behavior3/5

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

Annotations already declare readOnlyHint, idempotentHint, and destructiveHint, so the safety profile is covered. The description adds what content is included and that filtering is possible, which is useful but not deeply behavioral.

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?

Two compact sentences with the action and scope front-loaded. No filler or redundant restatement of the tool name.

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?

For a read-only, idempotent tool with a fully documented parameter schema and an output schema, the description adequately conveys what the tool returns and how it can be filtered. It lacks only explicit default/alternative guidance, which is not essential here.

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. The description echoes the statement type and year range parameters but adds no format, default, or constraint details beyond what the schema already provides.

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?

States a specific action (get financial statements) and resource (NZX company), enumerates the included statements and ratios, and mentions filtering. It doesn't explicitly distinguish itself from financial siblings like get_earnings or get_metrics, but the scope is still clear.

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

Usage Guidelines2/5

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

No guidance on when to use this tool instead of alternatives. With many financial sibling tools (get_earnings, get_metrics, get_revenue_segments), the agent receives no routing signal beyond the general description of financial statements.

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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