Skip to main content
Glama
JerBouma

Finance Toolkit

by JerBouma

environment

Read-onlyIdempotent

Retrieve environmental and ESG metrics: carbon footprint, renewable energy, and ESG scores (E, S, G). Use tickers for company ESG scores or countries for carbon and renewable data.

Instructions

Environmental and ESG data. For ESG scores (E, S, G ratings) use tickers='AAPL'. For carbon footprint and renewable energy data use countries='United States' (also supports rolling=N and trailing=N smoothing/summation). This is the only tool that accepts BOTH tickers= and countries= depending on the indicator.

Available indicators: get_carbon_footprint, get_renewable_energy, get_esg_scores.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
lagNoNumber of periods to lag when computing growth rates.
growthNoReturn period-over-period growth rates instead of absolute values.
rollingNoRolling window size in number of periods. When set, the metric is computed over a smoothly overlapping trailing window across the full history (e.g. period='monthly' and rolling=6 gives a rolling 6-month value) instead of one value per period, or (for economics indicators) a simple moving average used to smooth the raw series.
tickersNoComma-separated ticker symbols, e.g. 'AAPL,MSFT,GOOGL'.
end_dateNoEnd of the date range in YYYY-MM-DD format.2026-08-19
trailingNoTrailing window size in number of periods. Sums the raw values over the trailing N periods (e.g. trailing=4 on quarterly data gives a trailing-4-quarter / TTM-style sum) instead of returning one value per period.
countriesNoComma-separated country names, e.g. 'United States,Germany,Japan'.
indicatorYesName of the specific metric to calculate, e.g. 'get_asset_turnover_ratio'. Required — omitting it returns the list of available indicators.
quarterlyNoReturn quarterly data instead of annual when True.
start_dateNoStart of the date range in YYYY-MM-DD format.2021-08-20
standardizeNoReturn the Z-Score (standard score) instead of the raw values, i.e. how many standard deviations each value is from the mean of its own series. When combined with growth=True, the growth values are standardized instead of the raw values.
show_columnsNoComma-separated names to filter the output. For historical data use the key names visible in any response record (e.g. 'Close,Volume,Return'). For financial statements use the 'metric' field values from the response (e.g. 'Revenue,Net Income,EBITDA'). Call the tool once without this parameter to see all available names, then repeat with show_columns to reduce response size and token usage.
benchmark_tickerNoTicker used as the market benchmark, e.g. 'SPY' or '^GSPC'.SPY

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior4/5

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

With readOnlyHint=true, openWorldHint=true, and idempotentHint=true already declared, the safety profile is fully covered by annotations — the burden on the description is low. The description adds genuine value on top by disclosing the dual-query-style behavior (tickers vs countries) and characterizing rolling/trailing as 'smoothing/summation.' No contradiction with the read-only annotations; the description consistently implies pure data access.

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 dense sentences, each with a distinct job: state the domain, give usage patterns, differentiate from siblings. The 'Available indicators' enumeration replaces longer prose and mirrors the enum. For a 13-parameter dispatcher tool this is appropriately sized — nothing extraneous, nothing missing.

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?

For a complex dispatcher with 13 parameters, an output schema, and safe read-only annotations, the description covers the essential decision surface: domain, parameter-selection strategy, special smoothing behavior, and indicator list. The presence of an output schema relieves it of explaining return values. It could have more explicitly stated the dispatcher pattern (one call = one of three named endpoints) and acknowledged the annual/quarterly dimension, but nothing critical is missing.

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 coverage is 100% with rich per-parameter descriptions, so baseline is 3. The description elevates this by disambiguating the easily-confused rolling (smoothing) and trailing (summation) parameters, and by teaching which parameter family fits which indicator. A minor blemish: the schema's indicator enum example ('get_asset_turnover_ratio') is stale and inconsistent with the actual enum values, which the description partially papers over by listing the three real indicator names.

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?

Opens with a clear domain statement ('Environmental and ESG data') followed by specific, actionable examples mapping indicators to parameters ('For ESG scores... use tickers="AAPL"'). Closes with explicit sibling differentiation ('This is the only tool that accepts BOTH tickers= and countries=') which positions it squarely against the breadth/momentum/volatility family. The verb+resource is specific and the tool's dispatcher role is evident.

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?

Provides concrete when-to-use-which-parameter guidance (tickers for ESG scores, countries for carbon/renewable data) and flags the rolling/trailing behavior with examples. The 'only tool that accepts BOTH' phrasing helps rule out alternatives, though it never names a specific sibling to prefer instead. Loses a point for not addressing when NOT to use this tool (e.g., single-instrument financial metrics that belong to siblings like momentum or valuation).

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Install Server

Other Tools

Latest Blog Posts

MCP directory API

We provide all the information about MCP servers via our MCP API.

curl -X GET 'https://glama.ai/api/mcp/v1/servers/JerBouma/FinanceToolkit'

If you have feedback or need assistance with the MCP directory API, please join our Discord server