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imbenrabi

Financial Modeling Prep MCP Server

getBalanceSheetStatementsBulk

Retrieve balance sheet data for multiple companies to analyze financial positions, compare assets, liabilities, and equity across organizations.

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)
Behavior2/5

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

No annotations are provided, so the description carries the full burden of behavioral disclosure. It mentions 'comprehensive access' and 'analyze financial positions,' but lacks details on permissions, rate limits, pagination, error handling, or response format. For a bulk data retrieval tool with zero annotation coverage, this is a significant gap in transparency.

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?

The description is appropriately sized with three sentences: it states the tool's purpose, specifies key data retrieved, and provides usage context. It's front-loaded with the core functionality and avoids redundancy, though the third sentence could be more direct about when to use versus siblings.

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?

Given the tool's complexity (bulk financial data retrieval), lack of annotations, and no output schema, the description is incomplete. It doesn't explain the return structure, pagination, error cases, or how 'multiple companies' are specified (e.g., via a separate parameter not in the schema). For a tool with two required parameters and no annotations, more behavioral and output context is needed.

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 has 100% description coverage, with parameters 'year' and 'period' clearly documented. The description adds no specific parameter semantics beyond implying temporal filtering for bulk retrieval. Since the schema does the heavy lifting, the baseline score of 3 is appropriate, as the description doesn't compensate with additional details like format constraints or examples.

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's purpose: 'provides comprehensive access to balance sheet data across multiple companies' and 'retrieving key figures such as total assets, liabilities, and equity.' It specifies the verb ('retrieve'), resource ('balance sheet data'), and scope ('multiple companies'), though it doesn't explicitly differentiate from sibling tools like getBalanceSheetStatement (single company) or getBalanceSheetStatementTTM (trailing twelve months).

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 context with 'Ideal for comparing the financial health and stability of different companies on a large scale,' suggesting it's for bulk analysis. However, it doesn't explicitly state when to use this tool versus alternatives like getBalanceSheetStatement (single company) or getBalanceSheetStatementsBulk (no growth/trend focus), and provides no exclusions or prerequisites.

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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