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imbenrabi

Financial Modeling Prep MCP Server

getBalanceSheetStatementTTM

Read-onlyIdempotent

Retrieve trailing twelve months balance sheet statements for publicly traded companies. Analyze assets, liabilities, and shareholder equity to assess financial health.

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)
Behavior3/5

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

Annotations already declare readOnlyHint=true, idempotentHint=true, and openWorldHint=true. The description adds no new behavioral traits (e.g., data freshness, rate limits) beyond confirming it's a data access tool. Thus, it does not enhance transparency beyond the annotations.

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, with purpose front-loaded. However, the first sentence includes promotional phrasing ('with the Balance Sheet Data API') that is unnecessary and could be trimmed for conciseness.

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

Completeness3/5

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

No output schema, so return structure is undocumented. The description omits clarification of 'TTM' (trailing twelve months) and how 'limit' affects results. For a simple tool, it is adequate but not fully complete given sibling differentiation needs.

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 coverage is 100% with descriptions for both 'symbol' and 'limit'. The description does not add any additional meaning or context for these parameters beyond what the schema already provides. Baseline 3 is appropriate.

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 the tool provides balance sheet statements for publicly traded companies, with a verb 'access' and resource 'balance sheet statements'. However, it does not differentiate from sibling tools like getBalanceSheetStatement (non-TTM) or getBalanceSheetStatementGrowth, missing the 'TTM' nuance in the name.

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 versus alternatives (e.g., getBalanceSheetStatement or getBalanceSheetStatementGrowth). The description lacks any mention of suitable contexts, prerequisites, or scenarios where this tool is preferred.

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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