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sec_financials

Retrieve normalized financial statements from SEC EDGAR data using a stable schema. Provide a CIK or ticker to get income, balance sheet, or cash flow statements.

Instructions

Normalized income statement, balance sheet, or cash flow. Returns a company's normalized financial statements across recent periods, resolving EDGAR's inconsistent XBRL tags to a stable schema. Provide cik or ticker. Credential-free public SEC data.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
cikNoSEC CIK (numeric or zero-padded)
limitNoNumber of periods, default 5, max 20
periodNoPeriod basis, default annual
tickerNoTicker symbol (alternative to cik)
statementNoStatement, default income
Behavior3/5

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

No annotations provided, so description carries full burden. It mentions normalization and credential-free access but does not disclose limitations, output format, or data freshness beyond the schema parameters.

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?

Three concise sentences that front-load the purpose and add value about normalization, XBRL resolution, and credential-free access. No wasted words.

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?

With no output schema and no annotations, the description lacks details on return format, structure of normalized statements, or behavior for multiple periods. Missing information that would help an agent understand the output.

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 coverage is 100% with good parameter descriptions. The description adds minor emphasis on cik/ticker requirement but no significant new meaning 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?

The description clearly states it returns normalized financial statements (income, balance sheet, cash flow) and resolves XBRL tags to a stable schema, distinguishing it from siblings like yahoo_finance_ticker_financials and other SEC tools.

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

Usage Guidelines4/5

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

Description specifies providing cik or ticker and notes credential-free access, but lacks explicit guidance on when to use this tool over alternatives like yahoo_finance_financials or other SEC tools.

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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