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iabraham23

Finviz + SEC EDGAR MCP Server

by iabraham23

get_financial_snapshot

Retrieve a complete financial snapshot from the latest SEC filing, including income statement, balance sheet, cash flow, and key metrics across periods using verified XBRL data.

Instructions

Get a complete financial snapshot from the latest SEC filing: income statement, balance sheet, and cash flow statement with multi-period comparison. Also includes quick-access metrics (revenue, net income, FCF, etc.).

This is the best starting point for company financial analysis. Returns actual XBRL-tagged data from SEC filings — not estimates. Powered by edgartools' Financials API.

Args: ticker: Stock ticker symbol.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
tickerYes

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv1.2.0

TDQS

A3.8/5.0
Behavior3/5

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

With no annotations, the description carries the full behavioral disclosure burden. It states the data is actual XBRL-tagged data from SEC filings (not estimates) and mentions the underlying edgartools Financials API. It does not disclose any potential side effects, rate limits, or data freshness limitations, though as a read-only retrieval tool these are less critical.

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 structured with a direct first sentence, then a promotional sentence ('best starting point'), an implementation detail, and an Args section. The promotional and API-powered sentences add moderate noise but the overall length is acceptable.

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?

Given the simple single-parameter input, the presence of an output schema, and a description that covers content and data source, the tool is adequately specified for an agent. It doesn't cover edge cases like invalid tickers or filing availability, but those are unlikely to be fully specified in any tool description.

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 input schema only provides a 'Ticker' title with no property description (0% coverage). The description adds 'Stock ticker symbol,' which clarifies the parameter type but provides no format examples or exchange details. For a single simple parameter, this is minimally sufficient.

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 states a specific verb ('Get') and a specific resource ('complete financial snapshot from the latest SEC filing') and enumerates the content (income statement, balance sheet, cash flow statement, quick-access metrics). It also clarifies the data source as actual XBRL-tagged data, not estimates, which helps distinguish it from estimation-based tools. Although it doesn't name sibling tools explicitly, the description itself is unambiguous.

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

Usage Guidelines4/5

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

It provides a clear usage context: 'This is the best starting point for company financial analysis.' This tells an agent when to choose it. However, it doesn't mention when not to use it or name alternative tools for more specific historical or TTM data, so it lacks explicit exclusions.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.