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benethos-hub

Yahoo Finance MCP Server

by benethos-hub

get_financials

Retrieve income statements, balance sheets, or cash flow statements for a Yahoo Finance ticker symbol, with annual, quarterly, or trailing-twelve-month reporting periods.

Instructions

Get a financial statement for a Yahoo symbol.

symbol must be a native Yahoo Finance ticker (e.g. AAPL, SAP.DE), never an ISIN, WKN, or company name; resolve those via search first. statement is one of income (income statement), balance (balance sheet), or cashflow (cash flow statement). freq is annual, quarterly, or ttm (trailing twelve months, available for the income and cash-flow statements only). Each row is a line item; columns are reporting periods.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
freqNoReporting frequency: 'annual', 'quarterly', or 'ttm' (trailing twelve months; income and cashflow only).annual
symbolYesA native Yahoo Finance ticker symbol, e.g. 'AAPL', 'MSFT', 'SAP.DE', or 'BMW.DE'. This is NOT an ISIN, a WKN, or a company name, and must NOT be built by appending an exchange suffix to an ISIN (e.g. 'US0378331005.DE' is invalid). If you only have a name or ISIN, call the 'search' tool first and pass the 'symbol' value it returns.
statementNoWhich statement: 'income' (income statement), 'balance' (balance sheet), or 'cashflow' (cash flow).income

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior4/5

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

With no annotations provided, the description carries the full burden. It discloses the output shape ('Each row is a line item; columns are reporting periods') and the freq constraint for ttm. This is meaningful behavioral context beyond a simple 'get financials' statement.

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 compact and well-structured, using inline code formatting for parameters. It front-loads the main purpose, then efficiently covers constraints and output format. Every sentence adds value, with no filler.

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?

The tool has 3 parameters, all fully documented in the schema. The description adds crucial usage constraints (symbol resolution, freq availability) and return structure. An output schema exists, so return values don't need to be fully described. The description is sufficient for an agent to correctly invoke the 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?

The input schema already provides 100% coverage with detailed descriptions for all three parameters (symbol, statement, freq). The description largely restates this information and adds no new parameter-level semantics beyond what the schema already includes. 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 'Get a financial statement for a Yahoo symbol' and enumerates the specific statement types (income, balance, cashflow). This distinguishes it from sibling tools like get_quote or get_estimates, which serve different financial data purposes.

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?

Provides explicit guidance on symbol resolution: symbols must be native Yahoo tickers, and non-tickers should be resolved via the 'search' tool first. It also clarifies that 'ttm' is only valid for income and cash-flow statements, which helps avoid incorrect usage. However, it doesn't explicitly contrast with other financial tools like get_estimates.

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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