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Glama
JerBouma

Finance Toolkit

market_data

Read-onlyIdempotent

Retrieve raw financial data such as historical prices, financial statements, quotes, company profiles, and transcripts for any ticker to power your own analysis.

Instructions

Raw financial data (historical prices, income statement, balance sheet, cash flow statement, company profile, quotes, analyst estimates, dividend/earnings calendars, statistics, market risk premium by country, CFTC Commitment of Traders report, executives and their compensation, company notes, employee count, share float, mergers and acquisitions, stock splits, insider trade statistics, analyst stock grades, earnings call transcripts). Use this ONLY for raw data needs — for pre-computed ratios, performance, risk, or model metrics use the dedicated tools instead. Requires tickers='AAPL' — use comma-separated values for multiple tickers. get_market_risk_premium (by country) and get_treasury_data (US Treasury rates) are market-wide and need no tickers. get_commitment_of_traders takes CFTC futures symbols, e.g. tickers='NG' (natural gas) or 'GC' (gold), not stocks. get_earnings_call_transcripts returns the full, never shortened text (often 40,000 to 60,000 characters) of one call of one ticker: the most recent, or the one of fiscal_period (e.g. '2025Q4', the company's own fiscal quarter); call it once per ticker and period. A period without a transcript is answered with the most recent periods that have one. Currency and crypto pairs may be written either way: EURUSD or EURUSD=X, BTCUSD or BTC-USD. To find which instruments exist, use the Finance Database server. The holdings, information and sector and country weightings of ETFs and funds are in the etf tool.

Input Schema

NameRequiredDescriptionDefault
lagNoNumber of periods to lag when computing growth rates.
limitNoThe rows to return, like head and tail: 5 for the first five, -5 for the last five (the most recent of a time series). A table with its periods as columns (financial statements, ratios) keeps its first or last periods instead. For ETF holdings the largest (or, negative, the smallest) by weight, and for a list (e.g. news or a screener) its length.
growthNoReturn period-over-period growth rates instead of absolute values.
latestNoWhether to only retrieve the most recent transcript. When False, every transcript between the start_date and end_date is retrieved.
periodNoObservation frequency, e.g. 'daily', 'weekly', 'monthly', 'quarterly', or 'annual' (supported values differ per method). Leave unset to use the default of the indicator you selected. Defaults are 'daily' for get_historical_data, get_treasury_data; '1hour' for get_intraday_data.
tickersNoComma-separated ticker symbols, e.g. 'AAPL,MSFT,GOOGL'.
end_dateNoEnd of the date range in YYYY-MM-DD format.2026-10-27
fill_nanNoFor get_historical_data, get_treasury_data: Defines whether to forward fill NaN values. This defaults to True to prevent holes in the dataset. This is especially relevant for technical indicators. For get_intraday_data: Defines whether to forward fill NaN values.
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.
indicatorYesName of the specific metric to calculate, one of the listed values. Required — search_metrics finds the indicator (and its tool) for a metric by name.
quarterlyNoReturn quarterly data instead of annual when True.
start_dateNoStart of the date range in YYYY-MM-DD format.2021-10-28
show_errorsNoWhether to report retrieval errors.
actual_datesNoDefines whether to return the actual dates or the corresponding quarters.
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.
fiscal_periodNoThe company's fiscal quarter, e.g. '2025Q4' (its own fiscal year, which differs from the calendar year for e.g. Apple and Microsoft). Leave unset for the most recent.
return_columnNoThe column to use for the return calculation. Leave unset to use the default of the indicator you selected. Defaults are 'Adj Close' for get_historical_data; 'Close' for get_intraday_data.
divide_ohlc_byNoA value to divide the yields by. Treasury yields are published in percent, so this defaults to 100 to return decimals.
enforce_sourceNoFor get_balance_sheet_statement, get_cash_flow_statement, get_income_statement, get_statistics_statement: Forces this specific call to use a given source, either "FinancialModelingPrep" or "YahooFinance". This takes precedence over the source set on the Toolkit itself, so one instance can pull historical data from the free Yahoo Finance source while still using a FinancialModelingPrep key for the... For get_historical_data: A string containing the historical source you wish to enforce. This can be either FinancialModelingPrep or YahooFinance. For get_treasury_data: Forces this specific call to use a given source, either "FinancialModelingPrep" or "YahooFinance". This takes precedence over the source set on the Toolkit itself.
risk_free_rateNoOne maturity to return ('13w', '5y', '10y' or '30y'). The Toolkit's own risk free rate stays the maturity set on the Toolkit either way.
benchmark_tickerNoTicker used as the market benchmark, e.g. 'SPY' or '^GSPC'.SPY
include_dividendsNoDefines whether to include dividends in the return calculation.
show_ticker_seperationNoA boolean representing whether to show which tickers acquired data from FinancialModelingPrep and which tickers acquired data from YahooFinance.

Output Schema

NameRequiredDescriptionDefault
resultYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed5 schema fields changedv2.3.0
    • changedInput schema / properties / end_date / default
      Previous value: -"2026-10-14"New value: +"2026-10-27"
    • changedInput schema / properties / indicator / enum
      Previous value: -[
      -  "get_analyst_estimates",
      -  "get_balance_sheet_statement",
      -  "get_cash_flow_statement",
      -  "get_commitment_of_traders",
      -  "get_company_notes",
      -  "get_dividend_calendar",
      -  "get_earnings_calendar",
      -  "get_earnings_call_transcripts",
      -  "get_employee_count",
      -  "get_etf_country_weightings",
      -  "get_etf_holdings",
      -  "get_etf_information",
      -  "get_etf_sector_weightings",
      -  "get_executive_compensation",
      -  "get_executives",
      -  "get_historical_data",
      -  "get_historical_statistics",
      -  "get_income_statement",
      -  "get_insider_trade_statistics",
      -  "get_intraday_data",
      -  "get_market_risk_premium",
      -  "get_mergers_acquisitions",
      -  "get_profile",
      -  "get_quote",
      -  "get_rating",
      -  "get_revenue_geographic_segmentation",
      -  "get_revenue_product_segmentation",
      -  "get_shares_float",
      -  "get_statistics_statement",
      -  "get_stock_grades",
      -  "get_stock_splits",
      -  "get_treasury_data"
      -]New value: +[
      +  "get_analyst_estimates",
      +  "get_balance_sheet_statement",
      +  "get_cash_flow_statement",
      +  "get_commitment_of_traders",
      +  "get_company_notes",
      +  "get_dividend_calendar",
      +  "get_earnings_calendar",
      +  "get_earnings_call_transcripts",
      +  "get_employee_count",
      +  "get_executive_compensation",
      +  "get_executives",
      +  "get_historical_data",
      +  "get_historical_statistics",
      +  "get_income_statement",
      +  "get_insider_trade_statistics",
      +  "get_intraday_data",
      +  "get_market_risk_premium",
      +  "get_mergers_acquisitions",
      +  "get_profile",
      +  "get_quote",
      +  "get_rating",
      +  "get_revenue_geographic_segmentation",
      +  "get_revenue_product_segmentation",
      +  "get_shares_float",
      +  "get_statistics_statement",
      +  "get_stock_grades",
      +  "get_stock_splits",
      +  "get_treasury_data"
      +]
    • changedInput schema / properties / limit / description
      Previous value: -"The rows to return, like head and tail: 5 for the first five, -5 for the last five (the most recent of a time series). A table with its periods as columns (financial statements, ratios) keeps its first or last periods instead. For ETF holdings the largest (or, negative, the smallest) by weight, and for a list (e.g. news or a screener) its length. Leave unset to use the default of the indicator you selected. Defaults are 25 for get_etf_holdings."New value: +"The rows to return, like head and tail: 5 for the first five, -5 for the last five (the most recent of a time series). A table with its periods as columns (financial statements, ratios) keeps its first or last periods instead. For ETF holdings the largest (or, negative, the smallest) by weight, and for a list (e.g. news or a screener) its length."
    • changedInput schema / properties / risk_free_rate / description
      Previous value: -"The maturity to return as the risk free rate ('13w', '5y', '10y' or '30y')."New value: +"One maturity to return ('13w', '5y', '10y' or '30y'). The Toolkit's own risk free rate stays the maturity set on the Toolkit either way."
    • changedInput schema / properties / start_date / default
      Previous value: -"2021-10-15"New value: +"2021-10-28"
  2. Changed42 schema fields changedv2.2.3
    • changedInput schema / properties / actual_dates / description
      Previous value: -"Value for actual_dates."New value: +"Defines whether to return the actual dates or the corresponding quarters."
    • removedInput schema / properties / actual_dates / title
      Removed value: -"Actual Dates"
    • removedInput schema / properties / benchmark_ticker / title
      Removed value: -"Benchmark Ticker"
    • changedInput schema / properties / divide_ohlc_by / description
      Previous value: -"Value for divide_ohlc_by."New value: +"A value to divide the yields by. Treasury yields are published in percent, so this defaults to 100 to return decimals."
    • removedInput schema / properties / divide_ohlc_by / title
      Removed value: -"Divide Ohlc By"
    • changedInput schema / properties / end_date / default
      Previous value: -"2026-10-02"New value: +"2026-10-14"
    • removedInput schema / properties / end_date / title
      Removed value: -"End Date"
    • changedInput schema / properties / enforce_source / description
      Previous value: -"Value for enforce_source."New value: +"For get_balance_sheet_statement, get_cash_flow_statement, get_income_statement, get_statistics_statement: Forces this specific call to use a given source, either \"FinancialModelingPrep\" or \"YahooFinance\". This takes precedence over the source set on the Toolkit itself, so one instance can pull historical data from the free Yahoo Finance source while still using a FinancialModelingPrep key for the... For get_historical_data: A string containing the historical source you wish to enforce. This can be either FinancialModelingPrep or YahooFinance. For get_treasury_data: Forces this specific call to use a given source, either \"FinancialModelingPrep\" or \"YahooFinance\". This takes precedence over the source set on the Toolkit itself."
    • removedInput schema / properties / enforce_source / title
      Removed value: -"Enforce Source"
    • changedInput schema / properties / fill_nan / description
      Previous value: -"Value for fill_nan."New value: +"For get_historical_data, get_treasury_data: Defines whether to forward fill NaN values. This defaults to True to prevent holes in the dataset. This is especially relevant for technical indicators. For get_intraday_data: Defines whether to forward fill NaN values."
    • removedInput schema / properties / fill_nan / title
      Removed value: -"Fill Nan"
    • addedInput schema / properties / fiscal_period
      Added value: +{
      +  "anyOf": [
      +    {
      +      "type": "string"
      +    },
      +    {
      +      "type": "null"
      +    }
      +  ],
      +  "default": null,
      +  "description": "The company's fiscal quarter, e.g. '2025Q4' (its own fiscal year, which differs from the calendar year for e.g. Apple and Microsoft). Leave unset for the most recent."
      +}
    • removedInput schema / properties / growth / title
      Removed value: -"Growth"
    • changedInput schema / properties / include_dividends / description
      Previous value: -"Value for include_dividends."New value: +"Defines whether to include dividends in the return calculation."
    • removedInput schema / properties / include_dividends / title
      Removed value: -"Include Dividends"
    • changedInput schema / properties / indicator / description
      Previous value: -"Name of the specific metric to calculate, e.g. 'get_asset_turnover_ratio'. Required — omitting it returns the list of available indicators."New value: +"Name of the specific metric to calculate, one of the listed values. Required — search_metrics finds the indicator (and its tool) for a metric by name."
    • changedInput schema / properties / indicator / enum
      Previous value: -[
      -  "get_analyst_estimates",
      -  "get_balance_sheet_statement",
      -  "get_cash_flow_statement",
      -  "get_commitment_of_traders",
      -  "get_dividend_calendar",
      -  "get_earnings_calendar",
      -  "get_historical_data",
      -  "get_historical_statistics",
      -  "get_income_statement",
      -  "get_intraday_data",
      -  "get_market_risk_premium",
      -  "get_profile",
      -  "get_quote",
      -  "get_rating",
      -  "get_revenue_geographic_segmentation",
      -  "get_revenue_product_segmentation",
      -  "get_statistics_statement",
      -  "get_treasury_data"
      -]New value: +[
      +  "get_analyst_estimates",
      +  "get_balance_sheet_statement",
      +  "get_cash_flow_statement",
      +  "get_commitment_of_traders",
      +  "get_company_notes",
      +  "get_dividend_calendar",
      +  "get_earnings_calendar",
      +  "get_earnings_call_transcripts",
      +  "get_employee_count",
      +  "get_etf_country_weightings",
      +  "get_etf_holdings",
      +  "get_etf_information",
      +  "get_etf_sector_weightings",
      +  "get_executive_compensation",
      +  "get_executives",
      +  "get_historical_data",
      +  "get_historical_statistics",
      +  "get_income_statement",
      +  "get_insider_trade_statistics",
      +  "get_intraday_data",
      +  "get_market_risk_premium",
      +  "get_mergers_acquisitions",
      +  "get_profile",
      +  "get_quote",
      +  "get_rating",
      +  "get_revenue_geographic_segmentation",
      +  "get_revenue_product_segmentation",
      +  "get_shares_float",
      +  "get_statistics_statement",
      +  "get_stock_grades",
      +  "get_stock_splits",
      +  "get_treasury_data"
      +]
    • removedInput schema / properties / indicator / title
      Removed value: -"Indicator"
    • addedInput schema / properties / lag / anyOf
      Added value: +[
      +  {
      +    "type": "integer"
      +  },
      +  {
      +    "items": {
      +      "type": "integer"
      +    },
      +    "type": "array"
      +  }
      +]
    • removedInput schema / properties / lag / title
      Removed value: -"Lag"
    • removedInput schema / properties / lag / type
      Removed value: -"integer"
    • addedInput schema / properties / latest
      Added value: +{
      +  "default": true,
      +  "description": "Whether to only retrieve the most recent transcript. When False, every transcript between the start_date and end_date is retrieved.",
      +  "type": "boolean"
      +}
    • addedInput schema / properties / limit
      Added value: +{
      +  "anyOf": [
      +    {
      +      "type": "integer"
      +    },
      +    {
      +      "type": "null"
      +    }
      +  ],
      +  "default": null,
      +  "description": "The rows to return, like head and tail: 5 for the first five, -5 for the last five (the most recent of a time series). A table with its periods as columns (financial statements, ratios) keeps its first or last periods instead. For ETF holdings the largest (or, negative, the smallest) by weight, and for a list (e.g. news or a screener) its length. Leave unset to use the default of the indicator you selected. Defaults are 25 for get_etf_holdings."
      +}
    • changedInput schema / properties / period / description
      Previous value: -"Observation frequency, e.g. 'monthly', 'quarterly', or 'annual'. Leave unset to use the default of the indicator you selected. Defaults are 'daily' for get_historical_data, get_treasury_data; '1hour' for get_intraday_data."New value: +"Observation frequency, e.g. 'daily', 'weekly', 'monthly', 'quarterly', or 'annual' (supported values differ per method). Leave unset to use the default of the indicator you selected. Defaults are 'daily' for get_historical_data, get_treasury_data; '1hour' for get_intraday_data."
    • removedInput schema / properties / period / title
      Removed value: -"Period"
    • removedInput schema / properties / quarterly / title
      Removed value: -"Quarterly"
    • changedInput schema / properties / return_column / description
      Previous value: -"Value for return_column. Leave unset to use the default of the indicator you selected. Defaults are 'Adj Close' for get_historical_data; 'Close' for get_intraday_data."New value: +"The column to use for the return calculation. Leave unset to use the default of the indicator you selected. Defaults are 'Adj Close' for get_historical_data; 'Close' for get_intraday_data."
    • removedInput schema / properties / return_column / title
      Removed value: -"Return Column"
    • changedInput schema / properties / risk_free_rate / description
      Previous value: -"Value for risk_free_rate."New value: +"The maturity to return as the risk free rate ('13w', '5y', '10y' or '30y')."
    • removedInput schema / properties / risk_free_rate / title
      Removed value: -"Risk Free Rate"
    • removedInput schema / properties / show_columns / title
      Removed value: -"Show Columns"
    • changedInput schema / properties / show_errors / description
      Previous value: -"Value for show_errors."New value: +"Whether to report retrieval errors."
    • removedInput schema / properties / show_errors / title
      Removed value: -"Show Errors"
    • changedInput schema / properties / show_ticker_seperation / description
      Previous value: -"Value for show_ticker_seperation."New value: +"A boolean representing whether to show which tickers acquired data from FinancialModelingPrep and which tickers acquired data from YahooFinance."
    • removedInput schema / properties / show_ticker_seperation / title
      Removed value: -"Show Ticker Seperation"
    • changedInput schema / properties / start_date / default
      Previous value: -"2021-10-03"New value: +"2021-10-15"
    • removedInput schema / properties / start_date / title
      Removed value: -"Start Date"
    • addedInput schema / properties / tickers / anyOf
      Added value: +[
      +  {
      +    "type": "string"
      +  },
      +  {
      +    "items": {
      +      "type": "string"
      +    },
      +    "type": "array"
      +  }
      +]
    • removedInput schema / properties / tickers / title
      Removed value: -"Tickers"
    • removedInput schema / properties / tickers / type
      Removed value: -"string"
    • removedInput schema / properties / trailing / title
      Removed value: -"Trailing"
    • removedInput schema / title
      Removed value: -"market_dataArguments"
  3. Changed2 schema fields changedv2.2.1
    • changedInput schema / properties / end_date / default
      Previous value: -"2026-08-19"New value: +"2026-10-02"
    • changedInput schema / properties / start_date / default
      Previous value: -"2021-08-20"New value: +"2021-10-03"
  4. Changed11 schema fields changedv2.2.0
    • changedInput schema / properties / end_date / default
      Previous value: -"2026-07-14"New value: +"2026-08-19"
    • changedInput schema / properties / indicator / enum
      Previous value: -[
      -  "get_analyst_estimates",
      -  "get_balance_sheet_statement",
      -  "get_cash_flow_statement",
      -  "get_dividend_calendar",
      -  "get_earnings_calendar",
      -  "get_historical_data",
      -  "get_historical_statistics",
      -  "get_income_statement",
      -  "get_intraday_data",
      -  "get_profile",
      -  "get_quote",
      -  "get_rating",
      -  "get_revenue_geographic_segmentation",
      -  "get_revenue_product_segmentation",
      -  "get_statistics_statement",
      -  "get_treasury_data"
      -]New value: +[
      +  "get_analyst_estimates",
      +  "get_balance_sheet_statement",
      +  "get_cash_flow_statement",
      +  "get_commitment_of_traders",
      +  "get_dividend_calendar",
      +  "get_earnings_calendar",
      +  "get_historical_data",
      +  "get_historical_statistics",
      +  "get_income_statement",
      +  "get_intraday_data",
      +  "get_market_risk_premium",
      +  "get_profile",
      +  "get_quote",
      +  "get_rating",
      +  "get_revenue_geographic_segmentation",
      +  "get_revenue_product_segmentation",
      +  "get_statistics_statement",
      +  "get_treasury_data"
      +]
    • addedInput schema / properties / period / anyOf
      Added value: +[
      +  {
      +    "type": "string"
      +  },
      +  {
      +    "type": "null"
      +  }
      +]
    • changedInput schema / properties / period / default
      Previous value: -"daily"New value: +null
    • changedInput schema / properties / period / description
      Previous value: -"Observation frequency, e.g. 'monthly', 'quarterly', or 'annual'."New value: +"Observation frequency, e.g. 'monthly', 'quarterly', or 'annual'. Leave unset to use the default of the indicator you selected. Defaults are 'daily' for get_historical_data, get_treasury_data; '1hour' for get_intraday_data."
    • removedInput schema / properties / period / type
      Removed value: -"string"
    • addedInput schema / properties / return_column / anyOf
      Added value: +[
      +  {
      +    "type": "string"
      +  },
      +  {
      +    "type": "null"
      +  }
      +]
    • changedInput schema / properties / return_column / default
      Previous value: -"Adj Close"New value: +null
    • changedInput schema / properties / return_column / description
      Previous value: -"Value for return_column."New value: +"Value for return_column. Leave unset to use the default of the indicator you selected. Defaults are 'Adj Close' for get_historical_data; 'Close' for get_intraday_data."
    • removedInput schema / properties / return_column / type
      Removed value: -"string"
    • changedInput schema / properties / start_date / default
      Previous value: -"2021-07-15"New value: +"2021-08-20"
  5. Changed3 schema fields changed
    • changedInput schema / properties / end_date / default
      Previous value: -"2026-07-09"New value: +"2026-07-14"
    • changedInput schema / properties / start_date / default
      Previous value: -"2021-07-10"New value: +"2021-07-15"
    • changedInput schema / properties / trailing / description
      Previous value: -"Number of trailing periods for rolling-window calculations."New value: +"Trailing 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."
  6. Changed2 schema fields changedv2.1.4
    • changedInput schema / properties / end_date / default
      Previous value: -"2026-06-27"New value: +"2026-07-09"
    • changedInput schema / properties / start_date / default
      Previous value: -"2021-06-28"New value: +"2021-07-10"
  7. Changed2 schema fields changedv2.1.3
    • changedInput schema / properties / end_date / default
      Previous value: -"2026-06-23"New value: +"2026-06-27"
    • changedInput schema / properties / start_date / default
      Previous value: -"2021-06-24"New value: +"2021-06-28"
  8. Changed4 schema fields changedv0.1.2
    • changedInput schema / properties / end_date / default
      Previous value: -"2026-06-22"New value: +"2026-06-23"
    • removedInput schema / properties / rounding
      Removed value: -{
      -  "anyOf": [
      -    {
      -      "type": "integer"
      -    },
      -    {
      -      "type": "null"
      -    }
      -  ],
      -  "default": null,
      -  "description": "Number of decimal places to round results to.",
      -  "title": "Rounding"
      -}
    • addedInput schema / properties / show_columns
      Added value: +{
      +  "anyOf": [
      +    {
      +      "type": "string"
      +    },
      +    {
      +      "type": "null"
      +    }
      +  ],
      +  "default": null,
      +  "description": "Comma-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.",
      +  "title": "Show Columns"
      +}
    • changedInput schema / properties / start_date / default
      Previous value: -"2021-06-23"New value: +"2021-06-24"
  9. Changed2 schema fields changedv0.1.1
    • changedInput schema / properties / end_date / default
      Previous value: -"2026-06-21"New value: +"2026-06-22"
    • changedInput schema / properties / start_date / default
      Previous value: -"2021-06-22"New value: +"2021-06-23"
  10. First observedv0.1.0

TDQS

A4.5/5.0
Behavior4/5

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

Annotations already declare readOnly, idempotent, and openWorld behavior. The description adds non-obvious behavioral details: transcript results are full-length (40k-60k characters), transcripts are returned once per ticker and period, a missing period falls back to recent available periods, and some indicators are market-wide without tickers. It does not discuss rate limits or authentication, but the added context is substantial.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is front-loaded with the raw-data scope, then immediately gives the usage boundary and special-case notes. It is long, but the length is largely justified by the 28-indicator surface. The large parenthetical inventory is bulky, but it is useful for matching user requests to the right indicator.

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?

An output schema exists, so return values need not be described. The description covers the major routing decisions and several indicator-specific behaviors. A minor gap is that it does not itself point to search_metrics for discovering an indicator, though that pointer appears in the indicator schema description.

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%, so the schema carries most parameter documentation. The description still adds meaningful semantics for key parameters: tickers is required and supports comma separation, CFTC indicators use futures symbols rather than stock tickers, fiscal_period uses the company's own fiscal quarter, and currency/crypto pairs accept alternate notations.

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 explicitly states it returns raw financial data and enumerates the categories (historical prices, statements, profile, calendars, etc.). It clearly distinguishes itself from sibling tools by saying to use dedicated tools for pre-computed ratios, performance, risk, or model metrics. An agent can tell exactly what class of operation this tool covers.

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?

It gives explicit when-to-use guidance: 'Use this ONLY for raw data needs' and names the alternatives for ratios, performance, risk, and model metrics. It also provides concrete routing rules for special indicators (market-wide endpoints need no tickers, CFTC symbols differ, ETF holdings belong in the etf tool).

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