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Stewyboy1990

CompanyScope

get_financials

Retrieve key financial metrics for US public companies from SEC EDGAR filings, including revenue, net income, total assets, liabilities, and equity. Works for any SEC-filing company using name or ticker.

Instructions

Get financial data for US public companies from SEC EDGAR filings. Returns revenue, net income, total assets, total liabilities, stockholders' equity, stock exchange tickers, SIC industry code, and recent SEC filings (10-K, 10-Q, 8-K). Only works for companies that file with the SEC — private companies and non-US companies will return no results. Data is updated as companies file new reports.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
company_nameYesCompany name or stock ticker symbol (e.g. 'Apple', 'AAPL', 'Tesla', 'MSFT'). Both common names and ticker symbols are supported.
Behavior4/5

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

No annotations are provided, so the description carries the full burden. It discloses data sources (SEC EDGAR), scope (US public companies), and data freshness ('updated as companies file new reports'), which is adequate for a read-only data retrieval tool.

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 concise (three sentences), front-loaded with the core purpose, and every sentence adds value. No redundancy or fluff.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

With one simple parameter, no output schema, and clear scope, the description fully explains what the tool does, what data it returns, and its limitations. No additional information is needed.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters5/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

The single parameter 'company_name' is well-described in the schema (100% coverage). The description adds that both common names and ticker symbols are supported, which enhances semantic understanding 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 gets financial data for US public companies from SEC EDGAR, listing specific fields (revenue, net income, etc.). This distinguishes it from sibling tools like get_company_news (news) or get_corporate_registry (registry info).

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?

The description explicitly limits use to SEC-filing companies, stating private and non-US companies will return no results. It gives clear context but does not explicitly mention alternatives to this tool.

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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