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show_financials

Obtain SEC-reported financial data for any ticker. Access income statement, cash flow, and balance sheet metrics from XBRL filings.

Instructions

Fetch SEC-reported financials for a ticker. Returns key income statement, cash flow, and balance sheet metrics extracted from XBRL filings.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
tickerYesStock ticker symbol (e.g. AAPL)
freqNoquarterly
limitNoNumber of periods to return (default: 4)
Behavior3/5

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

With no annotations, the description correctly indicates it is a read operation ('Returns key metrics'), but does not disclose details like rate limits, error handling, or data freshness, which would be helpful.

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 two sentences long, front-loads the purpose, and every word contributes value without redundancy.

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?

For a tool with no output schema or annotations, the description adequately explains the data source (SEC, XBRL) and metric categories. It could briefly mention return format or period coverage, but overall is sufficient.

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 schema already covers two parameters with descriptions; the tool description adds no additional parameter semantics. The 'freq' parameter lacks a description but its enum values are self-explanatory.

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 uses a specific verb ('Fetch') and identifies the resource ('SEC-reported financials for a ticker'), clearly differentiating it from sibling tools like 'show_balance' or 'show_flow' which return narrower subsets.

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

Usage Guidelines3/5

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

The description implies it is used for comprehensive financial data but does not explicitly state when to use it over alternatives like 'show_balance' or 'show_earnings', nor does it provide any exclusion criteria.

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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