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Alex2Yang97

yahoo-finance-mcp

by Alex2Yang97

get_financial_statement

Retrieve income statement, balance sheet, or cash flow for any stock ticker. Choose from annual or quarterly reports to analyze financial performance.

Instructions

Get financial statement for a given ticker symbol from yahoo finance. You can choose from the following financial statement types: income_stmt, quarterly_income_stmt, balance_sheet, quarterly_balance_sheet, cashflow, quarterly_cashflow.

Args: ticker: str The ticker symbol of the stock to get financial statement for, e.g. "AAPL" financial_type: str The type of financial statement to get. You can choose from the following financial statement types: income_stmt, quarterly_income_stmt, balance_sheet, quarterly_balance_sheet, cashflow, quarterly_cashflow.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
tickerYes
financial_typeYes
Behavior2/5

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

No annotations provided, so description carries full burden. Mentions data source but omits rate limits, data freshness, or any potential side effects—important for a web-scraping tool.

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?

Structured with Args but somewhat verbose, repeating full list of statement types twice. Could be trimmed without losing clarity.

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

Completeness2/5

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

No output schema, and description does not explain return format (e.g., dictionary structure, keys). Leaves agent uncertain about what data it will receive.

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?

Schema has 0% description coverage, but description compensates with clear examples for ticker (e.g., 'AAPL') and explicit list of valid financial_type values. Adds meaningful usage context.

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?

Clearly states it gets financial statements for a ticker from Yahoo Finance, listing all statement types. Distinct from siblings like get_historical_stock_prices and get_stock_info.

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?

Details arguments and options but lacks explicit guidance on when to use versus other tools (e.g., when to choose income_stmt vs balance_sheet). No when-not-to-use advice.

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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