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axionquant

AxionQuant MCP Server

Official
by axionquant

financials_balance_sheet

Fetch balance sheet statements for any stock ticker, with optional year and quarter filters for precise financial analysis.

Instructions

Get balance sheet statement for a ticker (optionally by year/quarter)

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
yearNoYear (e.g., 2024)
tickerYesStock ticker
quarterNoQuarter (1-4)
Behavior2/5

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

No annotations are provided, so the description must carry behavioral disclosure. It fails to mention return format, default period when year/quarter are omitted, or any limits on data history. 'Get balance sheet statement' is read-only by implication but doesn't clarify behavior beyond that. This is a significant gap for a tool with no annotation coverage.

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?

A single concise sentence that front-loads the primary purpose and efficiently notes optional filters. No unnecessary words or repetition.

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

Completeness3/5

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

The tool is simple and the name suggests what it returns, but with no output schema, the description should clarify what happens when year/quarter are omitted (e.g., latest period) and what fields are included. This is not addressed, leaving moderate ambiguity for an agent that must decide to call this vs. specific financial metrics.

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 description coverage is 100%, and each parameter is already well documented. The description adds value by explicitly noting that year and quarter are 'optionally' used, clarifying they are not required even though they are not in the required list. This reinforces parameter semantics 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 states a specific verb ('Get'), a specific resource ('balance sheet statement'), and a target ('ticker') with optional filters. This clearly distinguishes it from sibling financial tools like income statement or cash flow statement, despite not naming them explicitly.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description implies usage for retrieving balance sheet data, but gives no explicit guidance on when to choose this over alternatives (e.g., financials_income_statement). The 'optionally by year/quarter' hints at parameter usage but not at selecting this tool vs. others. No exclusions or alternatives are mentioned.

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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