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HonglingLei

MCP-Server-Financial-Analyzer

by HonglingLei

get_balance_sheet

Retrieve balance sheet data including assets, liabilities, equity, and debt for any stock ticker, with annual or quarterly reporting periods.

Instructions

Get balance sheet data (assets, liabilities, equity, debt).

Args: ticker: Stock ticker symbol, e.g. 'AAPL' period: 'annual' or 'quarterly'

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
periodNoannual
tickerYes

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior2/5

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

No annotations are present, so the description bears full responsibility for disclosing behavior. It only defines parameters and offers no insights into side effects, data scope, limitations, or operational characteristics beyond the literal 'Get' action.

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 extremely concise, front-loading the main purpose and following with a clean Args list. No redundant words or filler; 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?

Given the tool's simplicity and the presence of an output schema, the description covers essential invocation details. However, it lacks any situational context, such as when to prefer this over sibling tools, which slightly reduces completeness.

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 description coverage is 0%, so the description compensates by explaining both parameters: ticker with an example and period with allowed values. This is necessary and sufficient for correct invocation, though it could add a bit more context like default behavior.

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 the tool returns balance sheet data with enumerated components (assets, liabilities, equity, debt). It distinguishes the tool from siblings like get_income_statement and get_cash_flow by naming the specific financial statement.

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?

The description provides no guidance on when to use this tool versus alternatives. It does not mention exclusions, prerequisites, or situation-specific suitability, leaving the agent to infer usage solely from the tool name.

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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