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imbenrabi

Financial Modeling Prep MCP Server

getBalanceSheetStatement

Read-onlyIdempotent

Access balance sheet statements for public companies. Analyze assets, liabilities, and equity to evaluate financial health. Specify stock symbol, period (Q1-Q4 or FY), and result limit.

Instructions

Access detailed balance sheet statements for publicly traded companies with the Balance Sheet Data API. Analyze assets, liabilities, and shareholder equity to gain insights into a company's financial health.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
symbolYesStock symbol
limitNoLimit on number of results (default: 100, max: 1000)
periodNoPeriod (Q1, Q2, Q3, Q4, or FY)
Behavior2/5

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

Annotations already declare readOnlyHint, idempotentHint, and openWorldHint. The description adds no behavioral details beyond 'detailed' – no mention of pagination, rate limits, or return format. This adds minimal value for an agent.

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

Conciseness4/5

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

Two sentences, clear and concise. Slightly marketing-flavored ('gain insights') but not excessively verbose. Effective for a quick read.

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?

No output schema exists, yet the description fails to explain what the returned balance sheet contains (e.g., fields like total assets, liabilities items). Sibling tools are not distinguished. The description is incomplete for full usability.

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?

All three parameters have descriptions in the input schema (100% coverage). The description does not add any new meaning or usage hints beyond the schema, meeting the baseline expectation.

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?

The description clearly states it accesses balance sheet statements, specifying assets, liabilities, and equity. However, it does not differentiate from sibling tools like getBalanceSheetStatementAsReported or getBalanceSheetStatementGrowth, which share the same resource.

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

Usage Guidelines2/5

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

No guidance on when to use this tool vs. siblings such as getBalanceSheetStatementGrowth or TTM variants. The description omits context about typical use cases or alternatives among the many similar tools.

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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