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Annalist Financial Statements

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Read-onlyIdempotent

Search the documents of Annalist for a question in words, as ChatGPT connectors and deep research do: the overview, key findings, statements and ratios of the companies that the question names, or the overviews of the companies of an industry or sector it names. Returns ids for fetch, titles and the address of each page. The company ids of the other tools come from search_companies.

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": {
      "query": "<query>"
    },
    "name": "search"
  }
}

Input Schema

NameRequiredDescriptionDefault
queryYesthe question or keywords, for example Apple revenue growth or semiconductor margins

Output Schema

NameRequiredDescriptionDefault
resultsYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. Added

TDQS

A3.7/5.0
Behavior3/5

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

Annotations already declare readOnly, idempotent, non-destructive and closed-world, so the safety profile is covered. The description adds useful scope information about which document sections are searched and roughly what is returned, but says nothing about result limits, ranking, or behavior on ambiguous queries.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness3/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The core scope is front-loaded, but the aside about ChatGPT connectors and deep research adds no operational information and lengthens an already dense sentence. The workflow hint about fetch and search_companies is buried at the end rather than stated crisply.

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?

With an output schema present, the return values need no prose explanation, and annotations cover the safety profile. The description supplies the query semantics and downstream handoff, leaving only ranking and result-count behavior unaddressed, which is a modest gap.

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?

Schema coverage is 100% and the single parameter is fully documented, so the baseline is met. The description goes further by explaining that the query may be a phrased question naming companies or an industry/sector name, which meaningfully widens the agent's understanding of acceptable input beyond the examples in the schema.

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 verb and resource: searching Annalist's document corpus with a natural-language question or keywords, returning overviews, findings, statements and ratios. It is distinguishable from search_companies only indirectly (via the note that company ids come from there), not by an explicit contrast, so it falls short of a 5.

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 usable context: pass a question naming companies, or an industry/sector whose company overviews you want, and the results feed fetch. It does not explicitly say when to prefer this over search_companies or get_findings, leaving that routing 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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