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get_ticker_research

Read-only

Get issuer facts, SEC financials and insider data, Yahoo metrics and bars, and explainable technical factors for one US ticker; refresh on demand without account access or orders.

Instructions

Issuer facts and explainable factors for one US ticker; explicit refresh; no account access or orders. Returns {ok, data, error, meta} as structuredContent and the same compact JSON as text; ok=false is a tool error naming the problem. data.snapshot.sections: sec_financials and sec_insider (SEC EDGAR), yfinance_metrics and yfinance_bars (Yahoo Finance via yfinance, unofficial), and factors calculated from the bars (RSI/MACD/ATR, moving averages, levels, risk), each section with as_of, as_of_basis and source; data.freshness gives the last confirmed close and the latest trade (session, time, status). For prices now/today/intraday use freshness, not the factors' bar dates. detail: standard (default) gives values with provenance once per section and rounded numbers, summary headline values only, full every field with per-value provenance; meta.detail_note says how to read same_as, _each and {columns, rows} tables. standard keeps the last 20 daily bars as columns {t,o,h,l,c,v} with the full bar_range, and the markdown report only in full.

Input Schema

NameRequiredDescriptionDefault
detailNosummary | standard (default) | full. full: every field, per-value provenance, every bar and the markdown report. standard: values with provenance once per section, the last 20 bars, the latest 4 quarters and 3 rows of other collections (TTM kept), rounded numbers; method and rule text only in full. summary: headline values only, no bars, collections or inputsstandard
symbolYes
refreshNo
confirmed_onlyNo

Output Schema

NameRequiredDescriptionDefault

No arguments

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv0.1.0

TDQS

A3.6/5.0
Behavior4/5

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

Annotations already cover read-only/no-destroy safety, and the description adds genuinely new behavioral context: data comes from SEC EDGAR and unofficial yfinance, refresh is explicit, and ok=false is surfaced as a tool error naming the problem. It stops short of disclosing rate limits, caching/staleness windows for refresh, or the cost of 'full' detail, which keeps it below 5.

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 first sentence is well front-loaded and information-dense, but the remainder is a long run-on block that duplicates the detail-level rules already present in the schema and buries the freshness rule mid-paragraph. No outright waste, but structure and layering could be sharper.

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?

An output schema exists and the description still helpfully maps the top-level envelope and section names (sec_financials, yfinance_metrics, factors, freshness), which is appropriate for a multi-source aggregation tool. The gaps are the undocumented 'confirmed_only' and 'refresh' semantics rather than return-value 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?

Schema description coverage is only 25%, so the description should compensate, yet it elaborates mainly on 'detail' levels that the schema already documents in comparable detail, and mentions 'refresh' only in passing ('explicit refresh'). 'confirmed_only' is never explained anywhere, and 'symbol' is left implicit.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

States a concrete resource ('Issuer facts and explainable factors for one US ticker') and scope boundaries ('no account access or orders'), which helps separate it from portfolio/order siblings. It does not, however, distinguish itself from overlapping siblings like get_stock_snapshot, get_sec_financials or get_technical_indicators, which appear to return portions of the same data.

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?

There is one useful usage rule: 'For prices now/today/intraday use freshness, not the factors' bar dates', which governs interpreting output. But there is no guidance on when to choose this tool over the many sibling tools that expose quotes, candles, SEC financials or indicators, and no routing to get_ticker_research_status.

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