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fritzprix

yfin-mcp

by fritzprix

get_financial_statement

Retrieve annual or quarterly financial statements—income statement, balance sheet, cash flow—for any stock ticker from Yahoo Finance.

Instructions

Get financial statement for a given ticker symbol from yahoo finance. You can choose from the following financial statement types: income_stmt, quarterly_income_stmt, balance_sheet, quarterly_balance_sheet, cashflow, quarterly_cashflow.

Args: ticker: str The ticker symbol of the stock to get financial statement for, e.g. "AAPL" financial_type: str The type of financial statement to get. You can choose from the following financial statement types: income_stmt, quarterly_income_stmt, balance_sheet, quarterly_balance_sheet, cashflow, quarterly_cashflow.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
tickerYes
financial_typeYes
export_pathNo
Behavior2/5

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

With no annotations, the description should disclose behavioral traits like read-only nature, rate limits, or error handling. It only states it gets data from yahoo finance, omitting return format, pagination, or potential failures.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness3/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is moderately concise but repeats the financial type list twice (once in the text and again in the Args section), which is redundant. It could be streamlined.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness2/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given 3 parameters, no output schema, and no annotations, the description should explain return values or data format. It does not, leaving the agent uncertain about what the tool returns.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters2/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 0%, so the description must compensate. It explains ticker and financial_type but repeats the same list of types. It does not describe export_path at all, despite it being an optional parameter.

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 clearly states the tool gets a financial statement for a ticker from Yahoo Finance, lists the available statement types, and is distinct from sibling tools like get_stock_info or get_historical_stock_prices.

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 use for retrieving financial statements but does not explicitly guide when to choose this tool over siblings. It lacks exclusions or alternative recommendations.

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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