Skip to main content
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_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 ticker OR cik; narrow with metrics (comma-separated, e.g. "total_revenue,net_income") or omit for all. get_financials returns the LATEST reported figure; its as_of parameter returns the value as known on a date; this shows the whole series at once.

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). limit caps the number of matches (1-25).

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

A4.7/5.0

Scored across 6 tools

Disambiguation5/5

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.

Naming Consistency5/5

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.

Tool Count5/5

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.

Completeness5/5

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.

Maintenance

ActivityMaintained
ResponsivenessNo issues