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Glama
datavidence

datavidence-financials

Official

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
FL_API_KEYYesYour API key. `sandbox_demo_key` = no-signup trial (sample data).
FL_API_TIMEOUTNoPer-request timeout, in seconds.30
FL_API_BASE_URLNoPoint at a marketplace gateway for metered BYOK access.https://api.financials.datavidence.ai
FL_API_KEY_HEADERNoHeader 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

CapabilityDetails
tools
{
  "listChanged": false
}
prompts
{
  "listChanged": false
}
resources
{
  "subscribe": false,
  "listChanged": false
}
experimental
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
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 ticker OR cik. Use as_of (ISO YYYY-MM-DD) to get the figures as originally reported on that date — no look-ahead bias — for backtests. Set include_provenance=true to attach, for every value, the SEC accession, filed date, and a direct EDGAR source URL for citation. Set include_ratios=true for margins, ROA/ROE, and leverage derived from the same statements. Returns the normalized data object.

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 ticker OR cik. Optionally filter by form (e.g. "10-K", prefix-matched so it includes amendments like "10-K/A") and cap the number of rows with limit (1-100). Use this to discover which fiscal years or filings are available before calling get_financials.

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 tickers (e.g. "AAPL,MSFT,GOOGL") and/or ciks; up to 25 symbols total, all for the same year. as_of, include_provenance, and include_ratios behave as in get_financials and apply to every symbol. Each company returns its own result — either data or an error with a recovery hint — so one bad symbol never fails the batch. The whole call counts as a SINGLE request against your monthly quota, so prefer it over many get_financials calls when you need several companies.

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

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

TDQS

A4.4/5.0

Scored across 4 tools

Disambiguation4/5

get_financials and get_financials_batch are related but clearly separated by single-company vs multi-company use; list_filings and get_usage serve distinct purposes. The only potential confusion is batch vs single financials, but the descriptions make the intended use explicit.

Naming Consistency4/5

Three tools follow a consistent get_* pattern, while list_filings uses list_ instead of get_. This is a minor deviation, but the naming remains predictable and readable overall.

Tool Count5/5

Four tools is well-scoped for a financial data server: usage monitoring, single-company financials, batch financials, and filing discovery each serve a necessary and distinct role. No tool feels redundant or missing as a core primitive.

Completeness4/5

The tool set covers the main workflow of discovering filings and retrieving normalized financial statements, plus a batch variant and quota monitoring. Minor gaps exist, such as no explicit company search or multi-year time-series retrieval, but these are workarounds rather than dead ends.

Maintenance

ActivityMaintained
ResponsivenessNo issues