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Get financial history

get_financial_history
Read-only

Fetch 1-15 years of historical financial statements for one exact Bullrun ticker. Returns annual and/or quarterly rows grouped into income statement, balance sheet, cash flow, per-share metrics, margins, source currency, and annual growth/CAGR consistency checks. Use this when evaluating multi-year revenue/net-income growth, margin trajectories, leverage, cash flow quality, or whether a stock passed a rule such as 10% revenue and net-income growth every year.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
yearsNoHow many fiscal years of history to return, counting backward from the latest fiscal year available.
tickerYesThe ticker exactly as listed on Bullrun - the native local-exchange symbol, e.g. "AAPL", "BMW" (not "BMW.DE"), "ABBN" (not "ABBN.SW"), "NESN", or a numeric code like "005930". Do not append Yahoo-style country suffixes; if a lookup returns nothing, use screen_stocks to find the exact symbol.
periodTypeNoReturn annual rows, quarterly rows, or both. Annual rows use fiscalQuarter=0.both
includeEmptyRowsNoInclude sparse rows that have no major income statement, balance sheet, cash-flow, or EPS values.

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed1 schema field changed
    • changedInput schema / properties / ticker / description
      Previous value: -"The ticker exactly as listed on Bullrun, e.g. \"AAPL\", \"ABBN.SW\", \"BMW.DE\"."New value: +"The ticker exactly as listed on Bullrun - the native local-exchange symbol, e.g. \"AAPL\", \"BMW\" (not \"BMW.DE\"), \"ABBN\" (not \"ABBN.SW\"), \"NESN\", or a numeric code like \"005930\". Do not append Yahoo-style country suffixes; if a lookup returns nothing, use screen_stocks to find the exact symbol."
  2. First observed

TDQS

A4.4/5.0
Behavior4/5

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

Annotations already declare readOnlyHint=true; description adds details on return structure (grouped rows, consistency checks) and ticker format warnings, but does not contradict annotations.

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?

Four sentences with no redundancy; front-loaded with purpose, then return details, then usage guidance. Every sentence adds value.

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?

Describes output components (income statement, balance sheet, etc.) comprehensively despite no output schema. Covers key input aspects. Minor lack of details on pagination or limits beyond year range.

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 has 100% parameter description coverage; description adds high-level context (e.g., '1-15 years' for years) but does not significantly enhance parameter understanding beyond the schema.

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?

Description uses specific verb 'Fetch' and resource 'historical financial statements' for one ticker, clearly distinguishing from siblings like get_forward_estimates and get_earnings_call_transcript.

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?

Explicitly states when to use: 'Use this when evaluating multi-year revenue/net-income growth, margin trajectories, leverage, cash flow quality, or whether a stock passed a rule such as 10% revenue and net-income growth every year.' Provides clear context.

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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