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get_valuation_data

Read-onlyIdempotent

MyDART MCP의 get_valuation_data 도구는 가치평가 데이터(시장 시계열·WACC·유사회사)를 kind 로 골라 조회합니다.

[Purpose]

  • 평가기준일 시세·β checks, WACC build-up, peer comps.

  • Evidence, not adoption — the 평가자 decides; all components overridable.

  • 재무수치: get_financials; 업종(KSIC)·시장구분: get_company_profile.

[Usage]

  1. "에스에프에이 최근 1년 주가" → kind="market", corp="에스에프에이"

  2. "반도체장비 업종 피어 멀티플" → kind="peers", ksic="29271"

[Response]

  • Units: *_pct = annual %, but mrp·srp·tax_rate = decimals (0.08 = 8%); close = 무수정주가, flt_rt = 등락률 %.

  • wacc_pct is null when 신용등급 미공시 while 차입 exists — nothing is assumed.

[Rules]

  • Compute market returns from flt_rt, never by differencing close (breaks at 액면분할·병합).

  • aggregates n differs per metric (EBITDA often missing) — never quote a mean without n.

  • peers is a KSIC candidate list the 평가자 curates; too few peers relax the prefix 5→4→3 — prefix_depth_used shows 업종 동질성 dilution.

  • Cite the response's source·as_of verbatim (조서 정합) — 금투협 시가평가·한공회 가이던스·ECOS·금융위 시세.

  • ALWAYS read notes[] — 강등·폴백·주의 accumulate there.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
kdNo[wacc] Kd given directly (annual %, 세전) — overrides credit_rating·kd_tenor
yqNo[wacc·peers] 평가기준 분기 (e.g. 2026Q2 — lowercase q accepted). Default: latest snapshot
endNo[market] End date (default: latest 적재일). 구 `to` 도 받는다
mrpNo[wacc] MRP override (decimal, e.g. 0.08). Default 0.08 = midpoint of the 한국공인회계사회 가이던스 range (7~9%)
srpNo[wacc] SRP override (decimal) — bypasses 분위 판정
corpNo회사명·종목코드·corp_code. market=individual 종목 시세 (kind=market requires exactly one of corp | index | rate_series), wacc=REQUIRED (the subject company), peers=target (동업종 auto-selected). The legacy keys `code`/`stock_code` are absorbed into this argument
freqNo[market] Resampling frequency of the series — daily (default)·weekly (금요일 마감)·monthly (월말). Resampled rows drop flt_rt and carry period_return_pct instead (flt_rt compounded over the bucket, %), so returns still come from that field, never from close deltas
kindYesWhat to fetch — market=시세·지수·금리 time series / wacc=WACC components + CAPM build-up / peers=동업종(KSIC) peer multiples·무차입β·자본구조. Each kind takes a different argument set; an argument that does not apply is reported as an error naming every argument that kind DOES accept, never silently ignored. An unrecognized key is rejected the same way (additionalProperties:false), so a typo surfaces instead of being dropped.
ksicNo[peers] KSIC 업종코드 given directly (instead of corp — useful for 비상장 targets). e.g. '26410'
indexNo[market] 시장지수 — kospi·kosdaq (aliases such as KOSPI/코스피 accepted). Mutually exclusive with corp·rate_series
limitNo[market·peers] Return cap — market default 600 (1~3000), peers default 15 (3~50)
startNo[market] Start date YYYYMMDD·YYYY-MM-DD (default: one year before `end`). 구 `from` 도 받는다
excludeNo[peers] Exclusion rules — spac·reit (default)·loss(LTM 순손실)·financial(KSIC 64~66). A bare string is also accepted
kd_tenorNo[wacc] Kd(타인자본비용) tenor (default 5y)
rf_tenorNo[wacc] Rf(무위험이자율) tenor (default 10y)
tax_rateNo[wacc·peers] 한계법인세율 (default 0.264 = 24%×1.1)
beta_specNo[wacc] β spec — 2w=2년 주간 (default, 실무 관행), 5m=5년 월간
size_bandNo[peers] Multiple range around the target's 시총 (e.g. 10 = 1/10~10x; min 2). Only honoured when corp is given
target_deNo[wacc] Target 자본구조 D/E (시가). If omitted, the snapshot's 실측 value is used
srp_schemeNo[wacc] 규모위험 프리미엄(SRP) 분위체계 (default quintile)
rate_seriesNo[market] 시장금리 — ktb1y~ktb50y(국고채)·corp_aa_3y·corp_bbb_3y(회사채 3년)·cd91. Mutually exclusive with corp·index
equity_basisNo[wacc] Definition of E(자기자본 시가) (default outstanding_plus_nci)
include_prefNo[wacc] Add 우선주 시총 into E (default true)
credit_ratingNo[wacc] 신용등급 used to derive Kd (무보증 공모회사채, 금투협 시가평가 전 등급). Mid-notches are written with 0, NOT bare: AA0·A0·BBB0. If omitted the 정기보고서 공시등급 is picked up automatically; where none is disclosed Kd is left uncomputed rather than assumed

TDQS

A4.8/5.0
Behavior5/5

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

Annotations already show readOnlyHont true and destructiveHont false, and the description does not contradict them. It adds substantial behavioral and response semantics: *_pct are annual percentages while mrp·srp·tax_rate are decimals, close is unadjusted price, wacc_pct is null when credit rating is undisclosed, returns must be computed from flt_rt not close deltas, aggregates have varying n, and notes[] accumulate downgrades and fallacks. These are exactly the traits an agent needs beyond annotation flags.

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 long but tightly organized under [Purpose], [Usage], [Response], and [Rules] headings, with the core selection mechanism front-loaded. Every section carries operational information; examples are concise and rules are dense but each earns its place for a 24-parameter, multi-kind tool.

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 24-parameter tool with no output schema, the description covers argument routing, output units, null semantics, aggregation caveats, evidential citation, and note-readding. It stops short of enumerating the full response shape per kind, so an agent must infer some return fields, but the provided units and rules substantially compensate for the missing output schema.

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 input schema already provides 100% per-parameter coverage with kind-scoped descriptions, so the baseline is 3. The description adds value beyond the schema by turning natural-language intents into kind/corp/ksic mappings, explaining override semantics, and clarifying output-pfield units and null behavior like wacc_pct. It does not repeat the schema, but it does help select parameter values correctly.

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 opens with a specific verb+resource: it calls out that valuation data (market time series, WACC, peers) is selected by kind, and immediately differentiates from siblings by saying financials go to get_financials and KSIC/market classification to get_company_profile. This makes the tool's place among 15 siblings clear.

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

Usage Guidelines5/5

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

The [Usage] section gives two explicit intent-to-parameter mappings (e.g., '에스에프에이 최근 1년 주가' → kind='market', corp='에스에프에이'), and the [Purpose] section explicitly routes financial figures to get_financials and industry/market classification to get_company_profile. It also tells agents the tool is evidence, not adoption, so they know not to treat outputs as final conclusions.

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

A4.7/5.0
Disambiguation5/5

Every tool targets a distinct aspect of the DART disclosure domain: full text, attachments, financial figures, audit facts, audit narrative, ICFR, going concern, company profile, events, periodic report sections, XBRL, valuation, usage stats, and two search entry points. Overlaps are resolved by explicit cross-references and clear purpose statements (e.g., get_audit_profile vs get_audit_report vs get_internal_control). No ambiguity remains.

Naming Consistency5/5

All 16 tools follow a consistent snake_case verb_noun pattern, with get_ for data retrieval, search_ for list queries, find_ for ID resolution, and download_ for the one document fetch. There is no mixing of camelCase, action words, or stylistic inconsistency. The pattern is immediately predictable.

Tool Count5/5

16 tools is slightly above the typical 3–15 range but fully justified by the breadth of DART (Korea's electronic disclosure system) – covering company lookup, filings, financials, audit reports, internal control, going concern, events, periodic reports, attachments, XBRL, valuation, and usage stats. Each tool address a distinct functional need, and no tool feels redundant or extraneous. The scope is comprehensive yet not bloated.

Completeness5/5

The tool surface covers the full lifecycle of disclosure data access: finding entities (find_corp_code), locating filings (search_disclosures), retrieving financials (get_financials, get_xbrl), reading full text (download_document), fetching attachments (get_attachments), and drilling into audit-related details (get_audit_profile, get_audit_report, get_internal_control, get_going_concern). Periodic report sections (28 types) and corporate events cover governance and capital changes. No obvious dead ends or missing critical operations for a read-only disclosure access server.

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