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Get a company valuation summary

get_valuation_summary
Read-onlyIdempotent

Return a company profile with key market metrics (price, market cap, beta, P/E), price, and historical volatility. Use this to gather inputs for a valuation or to sanity-check a fair value against the market. Read-only and fetches live market data.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
tickerYesEquity ticker to profile.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
errorNoError detail, present only when status='error'.
stepsNoOrdered computation steps, when the method reports them.
valueNoPrimary result: a number for scalar tools, an object for valuation tools.
methodNoMethod or tool name that produced the result.
statusYes'ok' on success, 'error' on failure.
tickerNoTicker the result pertains to, when applicable.
assumptionsNoInputs and assumptions used, echoed for traceability.
formula_refNoFormula or standards reference for the method.
data_timestampNoISO-8601 UTC timestamp of the underlying data, when fetched.

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A3.6/5.0
Behavior3/5

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

Annotations already declare readOnlyHint, idempotentHint, openWorldHint, and destructiveHint=false, so the safety profile is fully covered. The description's 'Read-only' restates the annotation, though 'fetches live market data' adds useful open-world context. No detail on latency, rate limits, or data freshness beyond that.

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?

Three compact sentences with the return contents front-loaded, followed by usage and safety notes. Only real waste is the duplicated 'price' in the metric list; otherwise every clause earns its place.

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?

An output schema exists, so return values need not be spelled out. The description covers what is fetched, why, and its read-only/live nature, leaving little an agent would need before calling it with a ticker.

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 coverage is 100% with a single documented 'ticker' parameter, so the schema carries the semantics. The description adds nothing about ticker format, exchange suffixes, or resolution behavior, making the baseline 3 correct.

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 (Return) and resource (company profile with key market metrics), and lists the concrete fields returned (price, market cap, beta, P/E, volatility). This distinguishes it from the many valuation_* calculation siblings, which compute rather than fetch. Minor blemish: 'price' is listed twice.

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 clear when-to-use context: 'to gather inputs for a valuation or to sanity-check a fair value against the market.' However, it names no alternatives (e.g., when to prefer a valuation_* tool) and provides no exclusions, so routing against siblings is left partly 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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