AIsa Finance

Get Balance Sheets

get_financial_financials_balance_sheets

Read-onlyIdempotent

Get balance sheets for a ticker.

Published reference price: $0.02 USD per successful request. Account-specific pricing and final settlement may differ.

Input Schema

Name	Required	Description
`cik`	No	The Central Index Key (CIK) of the company.
`isin`	No	The ISIN (International Securities Identification Number) of a non-US listing. An alternative to `ticker` and `exchange`.
`limit`	No	The maximum number of balance sheets to return This is the total across all pages, not a page size: each page holds up to 10 records, linked by `next_page_url`. Provider reference (supplier schema): `{"format":"int32","type":"integer"}`.
`cursor`	No	Opaque pagination cursor from a previous response's next_page_url. When provided, all other query parameters are ignored: the cursor carries the original request's filters. Treat it as opaque; do not construct or modify it.
`market`	No
`period`	No	The time period of the balance sheets. Provider reference (supplier schema): `{"enum":["annual","quarterly","ttm"],"type":"string"}`.
`ticker`	No	The ticker symbol. Required if cik or isin is not provided.
`exchange`	No	The exchange the ticker is listed on. Omit for US listings. Use `LSE` for the London Stock Exchange; any ticker of the company, including a second share class, returns the company's statements.
`filing_date`	No	Filter by exact SEC filing date in YYYY-MM-DD format. Rows without a known filing date are excluded. Provider reference (supplier schema): `{"format":"date","type":"string"}`.
`report_period`	No	Filter by exact report period date in YYYY-MM-DD format. Provider reference (supplier schema): `{"format":"date","type":"string"}`.
`filing_date_gt`	No	Filter by SEC filing date greater than date in YYYY-MM-DD format. Rows without a known filing date are excluded. Provider reference (supplier schema): `{"format":"date","type":"string"}`.
`filing_date_lt`	No	Filter by SEC filing date less than date in YYYY-MM-DD format. Rows without a known filing date are excluded. Provider reference (supplier schema): `{"format":"date","type":"string"}`.
`filing_date_gte`	No	Filter by SEC filing date greater than or equal to date in YYYY-MM-DD format. Rows without a known filing date are excluded. Provider reference (supplier schema): `{"format":"date","type":"string"}`.
`filing_date_lte`	No	Filter by SEC filing date less than or equal to date in YYYY-MM-DD format. Useful for point-in-time queries: returns only data that was publicly filed by the given date. Rows without a known filing date are excluded. Provider reference (supplier schema): `{"format":"date","type":"string"}`.
`report_period_gt`	No	Filter by report period greater than date in YYYY-MM-DD format. Provider reference (supplier schema): `{"format":"date","type":"string"}`.
`report_period_lt`	No	Filter by report period less than date in YYYY-MM-DD format. Provider reference (supplier schema): `{"format":"date","type":"string"}`.
`report_period_gte`	No	Filter by report period greater than or equal to date in YYYY-MM-DD format. Provider reference (supplier schema): `{"format":"date","type":"string"}`.
`report_period_lte`	No	Filter by report period less than or equal to date in YYYY-MM-DD format. Provider reference (supplier schema): `{"format":"date","type":"string"}`.

Output Schema

Name	Required	Description	Default
No arguments

Schema Changelog

Changes observed during successful MCP inspections.

Changed1 schema field changedOct 20, 2026

addedInput schema / properties / market

Added value: +{
+  "enum": [
+    "UK",
+    "US"
+  ],
+  "type": "string"
+}

Changed17 schema fields changedOct 19, 2026

addedInput schema / properties / cik

Added value: +{
+  "description": "The Central Index Key (CIK) of the company.",
+  "type": "string"
+}

addedInput schema / properties / cursor

Added value: +{
+  "description": "Opaque pagination cursor from a previous response's next_page_url. When provided, all other query parameters are ignored: the cursor carries the original request's filters. Treat it as opaque; do not construct or modify it.",
+  "type": "string"
+}

addedInput schema / properties / exchange

Added value: +{
+  "description": "The exchange the ticker is listed on. Omit for US listings. Use `LSE` for the London Stock Exchange; any ticker of the company, including a second share class, returns the company's statements.",
+  "enum": [
+    "LSE"
+  ],
+  "type": "string"
+}

addedInput schema / properties / filing_date

Added value: +{
+  "description": "Filter by exact SEC filing date in YYYY-MM-DD format. Rows without a known filing date are excluded.\n\nProvider reference (supplier schema): `{\"format\":\"date\",\"type\":\"string\"}`.",
+  "type": "string"
+}

addedInput schema / properties / filing_date_gt

Added value: +{
+  "description": "Filter by SEC filing date greater than date in YYYY-MM-DD format. Rows without a known filing date are excluded.\n\nProvider reference (supplier schema): `{\"format\":\"date\",\"type\":\"string\"}`.",
+  "type": "string"
+}

addedInput schema / properties / filing_date_gte

Added value: +{
+  "description": "Filter by SEC filing date greater than or equal to date in YYYY-MM-DD format. Rows without a known filing date are excluded.\n\nProvider reference (supplier schema): `{\"format\":\"date\",\"type\":\"string\"}`.",
+  "type": "string"
+}

addedInput schema / properties / filing_date_lt

Added value: +{
+  "description": "Filter by SEC filing date less than date in YYYY-MM-DD format. Rows without a known filing date are excluded.\n\nProvider reference (supplier schema): `{\"format\":\"date\",\"type\":\"string\"}`.",
+  "type": "string"
+}

addedInput schema / properties / filing_date_lte

Added value: +{
+  "description": "Filter by SEC filing date less than or equal to date in YYYY-MM-DD format. Useful for point-in-time queries: returns only data that was publicly filed by the given date. Rows without a known filing date are excluded.\n\nProvider reference (supplier schema): `{\"format\":\"date\",\"type\":\"string\"}`.",
+  "type": "string"
+}

addedInput schema / properties / isin

Added value: +{
+  "description": "The ISIN (International Securities Identification Number) of a non-US listing. An alternative to `ticker` and `exchange`.",
+  "type": "string"
+}

addedInput schema / properties / limit / description

Added value: +"The maximum number of balance sheets to return This is the total across all pages, not a page size: each page holds up to 10 records, linked by `next_page_url`.\n\nProvider reference (supplier schema): `{\"format\":\"int32\",\"type\":\"integer\"}`."

addedInput schema / properties / period / description

Added value: +"The time period of the balance sheets.\n\nProvider reference (supplier schema): `{\"enum\":[\"annual\",\"quarterly\",\"ttm\"],\"type\":\"string\"}`."

addedInput schema / properties / report_period

Added value: +{
+  "description": "Filter by exact report period date in YYYY-MM-DD format.\n\nProvider reference (supplier schema): `{\"format\":\"date\",\"type\":\"string\"}`.",
+  "type": "string"
+}

addedInput schema / properties / report_period_gt

Added value: +{
+  "description": "Filter by report period greater than date in YYYY-MM-DD format.\n\nProvider reference (supplier schema): `{\"format\":\"date\",\"type\":\"string\"}`.",
+  "type": "string"
+}

addedInput schema / properties / report_period_gte

Added value: +{
+  "description": "Filter by report period greater than or equal to date in YYYY-MM-DD format.\n\nProvider reference (supplier schema): `{\"format\":\"date\",\"type\":\"string\"}`.",
+  "type": "string"
+}

addedInput schema / properties / report_period_lt

Added value: +{
+  "description": "Filter by report period less than date in YYYY-MM-DD format.\n\nProvider reference (supplier schema): `{\"format\":\"date\",\"type\":\"string\"}`.",
+  "type": "string"
+}

addedInput schema / properties / report_period_lte

Added value: +{
+  "description": "Filter by report period less than or equal to date in YYYY-MM-DD format.\n\nProvider reference (supplier schema): `{\"format\":\"date\",\"type\":\"string\"}`.",
+  "type": "string"
+}

addedInput schema / properties / ticker / description

Added value: +"The ticker symbol. Required if cik or isin is not provided."

Changed13 schema fields changedOct 15, 2026

removedInput schema / properties / cik

Removed value: -{
-  "description": "The Central Index Key (CIK) of the company.",
-  "type": "string"
-}

removedInput schema / properties / limit / description

Removed value: -"The maximum number of balance sheets to return"

removedInput schema / properties / limit / format
```
Removed value: -"int32"
```

changedInput schema / properties / limit / type

Previous value: -"integer"New value: +"string"

removedInput schema / properties / period / description

Removed value: -"The time period of the balance sheets."

removedInput schema / properties / period / enum

Removed value: -[
-  "annual",
-  "quarterly",
-  "ttm"
-]

removedInput schema / properties / report_period

Removed value: -{
-  "description": "Filter by exact report period date in YYYY-MM-DD format.",
-  "format": "date",
-  "type": "string"
-}

removedInput schema / properties / report_period_gt

Removed value: -{
-  "description": "Filter by report period greater than date in YYYY-MM-DD format.",
-  "format": "date",
-  "type": "string"
-}

removedInput schema / properties / report_period_gte

Removed value: -{
-  "description": "Filter by report period greater than or equal to date in YYYY-MM-DD format.",
-  "format": "date",
-  "type": "string"
-}

removedInput schema / properties / report_period_lt

Removed value: -{
-  "description": "Filter by report period less than date in YYYY-MM-DD format.",
-  "format": "date",
-  "type": "string"
-}

removedInput schema / properties / report_period_lte

Removed value: -{
-  "description": "Filter by report period less than or equal to date in YYYY-MM-DD format.",
-  "format": "date",
-  "type": "string"
-}

removedInput schema / properties / ticker / description

Removed value: -"The ticker symbol. Required if cik is not provided."

changedInput schema / required

Previous value: -[
-  "period"
-]New value: +[]

First observedSep 15, 2026

TDQS

C2.9/5.0

Behavior2/5

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

Annotations already declare readOnly, idempotent, openWorld and non-destructive, so the safety profile is covered by structured data. The description adds no behavioral context of its own — no mention of pagination (up to 10 records per page, cursor carries original filters), no history depth, only a pricing note that does not help an agent decide or invoke.

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 single substantive sentence is well front-loaded and wastes nothing. But the embedded pricing comment block is boilerplate that adds no selection or invocation value and dilutes an otherwise one-line definition.

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 and 94% parameter coverage, the description needn't explain return values or field formats. The remaining shortfall is guidance on identifier selection and pagination, which is partially covered by the schema's own cursor and limit text.

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 94%, so the parameters are already well documented in the schema, and the baseline of 3 applies. The description contributes nothing beyond 'for a ticker', which actually omits the cik/isin/exchange alternatives the schema spells out.

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 balance sheets for a ticker'), which distinguishes it from the income-statement and cash-flow siblings by resource name. However, the description narrows the input to a ticker while the schema accepts cik, isin, market and exchange as alternative identifiers, so it under-describes the tool's actual access paths.

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 versus get_financial_financials, get_financial_financials_income_statements or the search/screener siblings. Nothing explains which identifier to prefer (ticker vs cik vs isin), how to choose period, or when pagination via cursor is needed.

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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