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JerBouma

Finance Toolkit

by JerBouma

valuation

Read-onlyIdempotent

Retrieve pre-computed financial ratios like P/E, EPS, and EV/EBITDA for multiple tickers to assess company value without parsing raw statements.

Instructions

Pre-computed valuation ratios (P/E, EPS, EV/EBITDA, EV/EBIT, P/B, P/S, PEG, dividend yield, FCF yield, market cap, forward P/E, forward PEG). Requires tickers='AAPL' — use comma-separated values for multiple tickers. Use instead of raw financial statements. Supports quarterly=true and start_date/end_date. get_forward_price_earnings_ratio and get_forward_price_earnings_growth_ratio additionally require a Premium FMP subscription and are fetched on first use only.

Available indicators: get_earnings_per_share, get_revenue_per_share, get_price_to_earnings_ratio, get_price_to_earnings_growth_ratio, get_forward_price_earnings_ratio, get_forward_price_earnings_growth_ratio, get_book_value_per_share, get_price_to_book_ratio, get_interest_debt_per_share, get_capex_per_share, get_earnings_yield, get_dividend_payout_ratio, get_dividend_yield, get_weighted_dividend_yield, get_price_to_cash_flow_ratio, get_price_to_free_cash_flow_ratio, get_market_cap, get_enterprise_value, get_ev_to_sales_ratio, get_ev_to_ebit, get_ev_to_ebitda_ratio, get_ev_to_operating_cashflow_ratio, get_tangible_asset_value, get_net_current_asset_value, get_ev_to_free_cash_flow_ratio, get_buyback_yield, get_shareholder_yield, get_sbc_adjusted_free_cash_flow, get_price_to_sales_ratio, get_reinvestment_rate.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
lagNoNumber of periods to lag when computing growth rates.
growthNoReturn period-over-period growth rates instead of absolute values.
dilutedNoValue for diluted.
tickersNoComma-separated ticker symbols, e.g. 'AAPL,MSFT,GOOGL'.
end_dateNoEnd of the date range in YYYY-MM-DD format.2026-10-02
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, e.g. 'get_asset_turnover_ratio'. Required — omitting it returns the list of available indicators.
quarterlyNoReturn quarterly data instead of annual when True.
show_dailyNoValue for show_daily.
start_dateNoStart of the date range in YYYY-MM-DD format.2021-10-03
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
include_dividendsNoValue for include_dividends.
use_ebitda_growth_rateNoValue for use_ebitda_growth_rate.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. 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"
  2. Changed3 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_earnings_per_share",
      -  "get_revenue_per_share",
      -  "get_price_to_earnings_ratio",
      -  "get_price_to_earnings_growth_ratio",
      -  "get_forward_price_earnings_ratio",
      -  "get_forward_price_earnings_growth_ratio",
      -  "get_book_value_per_share",
      -  "get_price_to_book_ratio",
      -  "get_interest_debt_per_share",
      -  "get_capex_per_share",
      -  "get_earnings_yield",
      -  "get_dividend_payout_ratio",
      -  "get_dividend_yield",
      -  "get_weighted_dividend_yield",
      -  "get_price_to_cash_flow_ratio",
      -  "get_price_to_free_cash_flow_ratio",
      -  "get_market_cap",
      -  "get_enterprise_value",
      -  "get_ev_to_sales_ratio",
      -  "get_ev_to_ebit",
      -  "get_ev_to_ebitda_ratio",
      -  "get_ev_to_operating_cashflow_ratio",
      -  "get_tangible_asset_value",
      -  "get_net_current_asset_value",
      -  "get_ev_to_free_cash_flow_ratio",
      -  "get_buyback_yield",
      -  "get_shareholder_yield",
      -  "get_sbc_adjusted_free_cash_flow"
      -]New value: +[
      +  "get_earnings_per_share",
      +  "get_revenue_per_share",
      +  "get_price_to_earnings_ratio",
      +  "get_price_to_earnings_growth_ratio",
      +  "get_forward_price_earnings_ratio",
      +  "get_forward_price_earnings_growth_ratio",
      +  "get_book_value_per_share",
      +  "get_price_to_book_ratio",
      +  "get_interest_debt_per_share",
      +  "get_capex_per_share",
      +  "get_earnings_yield",
      +  "get_dividend_payout_ratio",
      +  "get_dividend_yield",
      +  "get_weighted_dividend_yield",
      +  "get_price_to_cash_flow_ratio",
      +  "get_price_to_free_cash_flow_ratio",
      +  "get_market_cap",
      +  "get_enterprise_value",
      +  "get_ev_to_sales_ratio",
      +  "get_ev_to_ebit",
      +  "get_ev_to_ebitda_ratio",
      +  "get_ev_to_operating_cashflow_ratio",
      +  "get_tangible_asset_value",
      +  "get_net_current_asset_value",
      +  "get_ev_to_free_cash_flow_ratio",
      +  "get_buyback_yield",
      +  "get_shareholder_yield",
      +  "get_sbc_adjusted_free_cash_flow",
      +  "get_price_to_sales_ratio",
      +  "get_reinvestment_rate"
      +]
    • changedInput schema / properties / start_date / default
      Previous value: -"2021-07-15"New value: +"2021-08-20"
  3. Changed5 schema fields changed
    • changedInput schema / properties / end_date / default
      Previous value: -"2026-07-09"New value: +"2026-07-14"
    • changedInput schema / properties / indicator / enum
      Previous value: -[
      -  "get_earnings_per_share",
      -  "get_revenue_per_share",
      -  "get_price_to_earnings_ratio",
      -  "get_price_to_earnings_growth_ratio",
      -  "get_book_value_per_share",
      -  "get_price_to_book_ratio",
      -  "get_interest_debt_per_share",
      -  "get_capex_per_share",
      -  "get_earnings_yield",
      -  "get_dividend_payout_ratio",
      -  "get_dividend_yield",
      -  "get_weighted_dividend_yield",
      -  "get_price_to_cash_flow_ratio",
      -  "get_price_to_free_cash_flow_ratio",
      -  "get_market_cap",
      -  "get_enterprise_value",
      -  "get_ev_to_sales_ratio",
      -  "get_ev_to_ebit",
      -  "get_ev_to_ebitda_ratio",
      -  "get_ev_to_operating_cashflow_ratio",
      -  "get_tangible_asset_value",
      -  "get_net_current_asset_value"
      -]New value: +[
      +  "get_earnings_per_share",
      +  "get_revenue_per_share",
      +  "get_price_to_earnings_ratio",
      +  "get_price_to_earnings_growth_ratio",
      +  "get_forward_price_earnings_ratio",
      +  "get_forward_price_earnings_growth_ratio",
      +  "get_book_value_per_share",
      +  "get_price_to_book_ratio",
      +  "get_interest_debt_per_share",
      +  "get_capex_per_share",
      +  "get_earnings_yield",
      +  "get_dividend_payout_ratio",
      +  "get_dividend_yield",
      +  "get_weighted_dividend_yield",
      +  "get_price_to_cash_flow_ratio",
      +  "get_price_to_free_cash_flow_ratio",
      +  "get_market_cap",
      +  "get_enterprise_value",
      +  "get_ev_to_sales_ratio",
      +  "get_ev_to_ebit",
      +  "get_ev_to_ebitda_ratio",
      +  "get_ev_to_operating_cashflow_ratio",
      +  "get_tangible_asset_value",
      +  "get_net_current_asset_value",
      +  "get_ev_to_free_cash_flow_ratio",
      +  "get_buyback_yield",
      +  "get_shareholder_yield",
      +  "get_sbc_adjusted_free_cash_flow"
      +]
    • addedInput schema / properties / standardize
      Added value: +{
      +  "default": false,
      +  "description": "Return 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.",
      +  "title": "Standardize",
      +  "type": "boolean"
      +}
    • 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."
  4. 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"
  5. 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"
  6. 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"
  7. Addedv0.1.1

TDQS

A3.8/5.0
Behavior4/5

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

Annotations already declare readOnlyHint, idempotentHint and openWorldHint, so the safety profile is covered. The description adds real value beyond them: the Premium FMP gate on two forward indicators and the 'fetched on first use only' caching behavior, plus the fact that omitting indicator returns the indicator list. It does not discuss pagination or rate limits.

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?

Key constraints (tickers requirement, substitution guidance) are front-loaded, which is good. However, the 30-item indicator list is pure duplication of the enum already present in the schema, consuming a large block of text without adding information, which dilutes conciseness.

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?

With an output schema present, return values need no explanation, and the description covers the required input, subscription gating, and the empty-indicator fallback. For a 15-parameter tool it is adequate, with the minor gap that the large optional-surface parameters (trailing, standardize, benchmark_ticker, show_columns) are left entirely to the schema.

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 description coverage is 100%, and every parameter carries a description, so the baseline is 3. The description restates tickers usage, quarterly and start_date/end_date, which the schema already documents, and adds no syntax or interaction detail (e.g. how trailing interacts with growth or show_daily) beyond what is in the schema.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

States a specific resource (pre-computed valuation ratios) and enumerates the metrics covered, so the agent knows it returns derived ratios rather than raw statements. It contrasts with 'raw financial statements' but never names or distinguishes the actual siblings that overlap heavily (profitability, efficiency, solvency), so vs-sibling routing is left to inference.

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?

Gives concrete usage context: 'Requires tickers=AAPL', comma-separated for multiples, supports quarterly/start_date/end_date, and the when-to-use hint 'Use instead of raw financial statements'. It also flags the premium-subscription precondition for two forward indicators. No explicit when-not-to-use or sibling alternative is given, so it stops short of a 5.

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