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Measure history

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Read-onlyIdempotent

Retrieve a financial measure across periods or as known on a past filing date, including filing details, other versions, and yearly change; supports one or several concepts.

Instructions

Get a measure (or several, with concepts) over time, newest first: latest (default), first reported, or as known on a filing date, with its filing, other version and yearly change. Use it for one measure across periods or as known on a past date; financial_statements for whole statements. Long answers come in pages.

Input Schema

NameRequiredDescriptionDefault
unitNoDefault: the unit with most periods.
as_ofNoA filing date, not a period end: only filings made by then count.
basisNolatest (default), first_reported, or as_of (default with as_of).
limitNoDefault 20, newest first.
companyYesTicker (AAPL), CIK or company name.
conceptNoPlain name (revenue, eps_diluted, assets; follows tag changes) or XBRL tag (Revenues).
periodsNoannual (default), quarterly, or all (adds year-to-date).
conceptsNoInstead of concept: 2-6 measures.

Output Schema

NameRequiredDescriptionDefault

No arguments

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv0.1.0

TDQS

A4.3/5.0
Behavior4/5

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

Annotations already declare readOnlyHint/idempotentHint, so safety is covered. The description adds non-obvious traits: results are newest-first and long answers are paginated, plus the semantics of the as-of basis. It doesn't state page size defaults or how to fetch subsequent pages, which keeps it from a 5.

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?

Front-loads the core action and scope, then the alternative, then pagination. Dense and zero filler, though the phrasing around basis is a compressed list that reads slightly telegraphically.

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 a full output schema and rich param descriptions, the description carries the routing and paging burden well. The main omission is guidance on pagination mechanics, but that is minor for a read-only listing tool.

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 coverage is 100%, so baseline is 3. The description clarifies the basis concept (latest/first reported/as known on a filing date) and that concepts takes multiple measures, but these largely restate enum values already documented in 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?

States a specific verb+resource (get a measure over time), the scope (one or several measures via concepts), ordering (newest first), and the three basis variants. It also explicitly names financial_statements as the sibling it is not, so an agent can discriminate without opening schemas.

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?

Gives an explicit when-to-use clause ('one measure across periods or as known on a past date') and an explicit redirect ('financial_statements for whole statements'). The condition that selects the alternative is spelled out.

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