datavidence-financials
OfficialServer Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| FL_API_KEY | Yes | Your API key. `sandbox_demo_key` = no-signup trial (sample data). | |
| FL_API_TIMEOUT | No | Per-request timeout, in seconds. | 30 |
| FL_API_BASE_URL | No | Point at a marketplace gateway for metered BYOK access. | https://api.financials.datavidence.ai |
| FL_API_KEY_HEADER | No | Header to send the key in (e.g. `X-RapidAPI-Key` for the RapidAPI gateway). | X-API-Key |
Instructions
Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.
This server publishes no instructions, or was last inspected before Glama recorded them.
Capabilities
Features and capabilities supported by this server
Protocol revision2025-11-25
| Capability | Details |
|---|---|
| tools | {
"listChanged": false
} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| get_financialsA | Retrieve normalized US-GAAP financial statements (income statement, balance sheet, cash flow) for one company and fiscal year, from SEC EDGAR XBRL. Identify the company by |
| list_filingsA | List a company's recent SEC filings (newest first) from the EDGAR submissions index — a lean company header plus filing rows. Identify the company by |
| get_financials_batchA | Retrieve normalized US-GAAP financials for MANY companies in one call — use this to compare peers or scan a set for a single fiscal year. Pass companies as comma-separated |
| get_revisionsA | Show how a company's reported figures for a fiscal year CHANGED across filings — as originally reported, then each restatement. A company re-reports every fiscal year as a comparative in later filings, and when a number changes, that is a restatement. This returns the full series for each metric: every reported value with the date it was filed, the form (10-K/10-Q), the SEC accession and a direct EDGAR link, plus whether it was restated and by how much. Use it to answer "has this been restated?", to show a figure's history, or to
explain why a backtest on today's data would not match what an investor could
have known at the time. Identify the company by |
| search_companiesA | Find a company's ticker and CIK by ticker or company name. Use this FIRST whenever you have a company name but not its ticker or CIK — every other tool needs one of those. Searches SEC's master list: "berkshire" returns BRK-B with its CIK, "mobil" returns XOM. Ranked so the obvious answer wins (an exact ticker beats a company whose name
merely contains the text). |
| get_usageA | Report the calling API key's current monthly quota: tier, monthly limit, requests used and remaining this billing month, and when it resets. Free to call — it does NOT consume quota. Check it before a large batch or a long run so you can pace requests and avoid a hard rate-limit (429). |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
TDQS
Scored across 6 tools
Each tool has a clearly distinct purpose: company lookup, filing discovery, single financials, batch financials, restatement history, and quota monitoring. The descriptions explicitly disambiguate the most similar tools, such as get_financials versus get_revisions.
All tool names follow a consistent verb_noun snake_case pattern: get_financials, list_filings, get_financials_batch, get_revisions, search_companies, get_usage. The batch variant is clearly a modifier of get_financials rather than a breaking convention.
Six tools is well-scoped for a financial data server. Each tool earns its place: lookup, filing discovery, single retrieval, batch retrieval, revision history, and usage monitoring, with no meaningful redundancy.
The toolset covers the full natural workflow: resolve identifiers with search_companies, discover available filings with list_filings, retrieve financials individually or in batch, inspect restatements with get_revisions, and track quota with get_usage. No critical dead ends exist within the stated SEC EDGAR normalized-financials domain.