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xbrl_compare_filings

Read-onlyIdempotent

Compare two XBRL filings to detect added, removed, and changed facts. Analyze differences between quarterly or annual reports to identify financial statement changes.

Instructions

Compare two loaded XBRL filings.

Identifies added, removed, and changed facts between two filings. Useful for analyzing changes between quarterly or annual reports. Both filings must be loaded first with xbrl_load_filing.

Args: params (CompareFilingsInput): Two filing IDs to compare.

Returns: str: JSON with added/removed/changed facts and counts.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
paramsYes

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior4/5

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

Annotations already indicate readOnlyHint=true and idempotentHint=true. Description adds that the tool returns JSON with added/removed/changed facts and counts, which is consistent and adds value beyond annotations.

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?

Very concise: a one-line summary, followed by clear bullet points explaining behavior, use case, prerequisite, args, and return. No redundant information.

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?

Given the presence of a detailed input schema and an output schema (as indicated by context signals), the description covers all essential aspects: purpose, prerequisite, input, and return format.

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?

The input schema provides full descriptions for the two filing IDs. The description only rephrases 'Two filing IDs to compare.' With 100% schema coverage, the baseline of 3 is appropriate.

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 compares two loaded XBRL filings and identifies added, removed, and changed facts. It distinguishes from sibling tools like xbrl_dts_comparison by focusing on fact differences in filings.

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?

Explicitly states prerequisite (filings must be loaded via xbrl_load_filing) and typical use case (analyzing quarterly/annual changes). Does not explicitly list when not to use, but the context is clear.

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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