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mkts Market Data

Get company fundamentals

get_fundamentals
Read-onlyIdempotent

Get annual or quarterly financial-statement time series for a stock or ETF. Modules can return all statements or a smaller financials, balance-sheet, or cash-flow payload.

Input Schema

NameRequiredDescriptionDefault
moduleNofinancials is the income statement (revenue, margins, EPS); choose one module for a smaller response, or all for every statement.all
periodNoFiscal years or fiscal quarters.annual
symbolYesUS stock or ETF ticker, e.g. MSFT.

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed3 schema fields changed
    • addedInput schema / properties / module / description
      Added value: +"financials is the income statement (revenue, margins, EPS); choose one module for a smaller response, or all for every statement."
    • addedInput schema / properties / period / description
      Added value: +"Fiscal years or fiscal quarters."
    • addedInput schema / properties / symbol / description
      Added value: +"US stock or ETF ticker, e.g. MSFT."
  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, openWorldHint and destructiveHint=false, so the safety profile is covered. The description adds a modest behavioral note that module selection shrinks the response, but says nothing about data latency, coverage depth, history length, or auth/quota constraints for an open-world external data call.

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?

Two sentences, no filler, purpose front-loaded ahead of payload nuance. Slightly redundant with the schema's module description, which keeps it from a 5.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness3/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

With no output schema, the description is the only place return characteristics could be explained, and it only says 'time series' and 'payload' sizes. For a 3-parameter open-world data tool an agent would benefit from knowing the shape/units/history depth of the series, which is left unstated.

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% and both enums are self-documenting, so the schema already carries parameter meaning. The description restates period options ('annual or quarterly') and module payload trade-offs without adding semantics such as default behavior interactions or what 'all' returns when a statement is unavailable.

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 (get financial-statement time series) plus the asset scope (stock or ETF) and period granularity. It implicitly separates itself from quote/price/profile siblings by naming financial statements, but never names an adjacent tool such as get_asset_profile or get_filings to make the boundary explicit.

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

Usage Guidelines3/5

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

Usage is only implied: an agent can infer this is the tool for statement data, but there is no when-to-use/when-not guidance and no routing to alternatives like get_asset_profile for descriptive facts. The payload-size advice ('choose one module for a smaller response') is useful context but lives in the schema, not the description.

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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