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imbenrabi

Financial Modeling Prep MCP Server

getBalanceSheetStatementsBulk

Read-onlyIdempotent

Retrieve balance sheet data for multiple companies to compare financial positions. Input year and period to get key figures like assets, liabilities, and equity for bulk analysis.

Instructions

The Bulk Balance Sheet Statement API provides comprehensive access to balance sheet data across multiple companies. It enables users to analyze financial positions by retrieving key figures such as total assets, liabilities, and equity. Ideal for comparing the financial health and stability of different companies on a large scale.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
yearYesYear (e.g., 2023)
periodYesPeriod (Q1, Q2, Q3, Q4, FY)
Behavior3/5

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

Annotations already indicate read-only, idempotent, open-world. Description adds context about multiple companies and key figures, but doesn't disclose any behavioral traits beyond what annotations provide.

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

Conciseness5/5

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

Three sentences, front-loaded with purpose, then usage, then ideal use case. No redundancy or fluff.

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 schema and rich annotations, the description covers purpose and typical use cases. It mentions key figures, but lacks output schema info. Still adequate for a bulk data endpoint.

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?

Input schema covers both parameters with descriptions. The description does not add extra meaning beyond schema coverage (100%). It mentions 'across multiple companies' but doesn't explain how companies are selected, which is a gap.

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 it provides balance sheet data across multiple companies, explicitly mentioning key figures and the bulk nature. It distinguishes from single-company balance sheet tools like getBalanceSheetStatement.

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 usage for comparing financial health on a large scale, but lacks explicit when-to-use vs alternatives (e.g., getBalanceSheetStatement). No direct mention of when not to use it.

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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