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Yahoo Finance MCP Server

by benethos-hub

get_financials

Read-only

Retrieve financial statements—income, balance, or cash flow—for a Yahoo symbol, with annual, quarterly, or TTM frequency.

Instructions

Get a financial statement for a Yahoo symbol.

Each row is a line item and each column a reporting period, most recent first.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
freqNoReporting frequency: 'annual', 'quarterly', or 'ttm' (trailing twelve months, income and cashflow only).annual
symbolYesA Yahoo ticker or an ISIN, e.g. 'AAPL', 'SAP.DE' or 'US0378331005'. For a company name, use 'search' first.
statementNoWhich statement: 'income' (income statement), 'balance' (balance sheet), or 'cashflow' (cash flow).income

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed1 schema field changedv0.7.0
    • addedInput schema / properties / symbol / maxLength
      Added value: +32
  2. Changed2 schema fields changedv0.4.0
    • changedInput schema / properties / freq / description
      Previous value: -"Reporting frequency: 'annual', 'quarterly', or 'ttm' (trailing twelve months; income and cashflow only)."New value: +"Reporting frequency: 'annual', 'quarterly', or 'ttm' (trailing twelve months, income and cashflow only)."
    • changedInput schema / properties / symbol / description
      Previous value: -"A 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."New value: +"A Yahoo ticker or an ISIN, e.g. 'AAPL', 'SAP.DE' or 'US0378331005'. For a company name, use 'search' first."
  3. First observedv0.2.2

TDQS

B3.2/5.0
Behavior3/5

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

Annotations already declare readOnlyHint=true and openWorldHint=true, so the safety profile is covered. The description usefully adds the result orientation (rows are line items, columns are periods, most recent first), but says nothing about pagination, statement availability limits, or error behavior for invalid symbols.

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?

Two short sentences, front-loaded with the purpose before the result-shape note, and no filler. Slightly terse at the cost of routing information, but every sentence earns its place.

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 an output schema present and annotations covering read-only/open-world behavior, the description only needs to frame purpose and result orientation, which it does. Missing guidance on choosing between this and the many sibling financial-data tools is the only real gap.

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 description coverage is 100%, so freq, symbol, and statement are each fully documented in the schema, including the 'ttm is income and cashflow only' caveat. The description adds no parameter-level detail beyond that, which is the expected baseline when the schema does the work.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

States a specific verb (Get) and resource (a financial statement) scoped to a Yahoo symbol, which distinguishes it from siblings like get_earnings or get_estimates. It does not explicitly name those alternatives, so it stops short of a 5.

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

Usage Guidelines2/5

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

There is no when-to-use guidance in the description: no mention of when to prefer this over get_earnings, get_estimates, or get_fund_data, and no stated prerequisites. The only routing hint ('For a company name, use search first') lives in the symbol parameter schema, not the description.

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