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imbenrabi

Financial Modeling Prep MCP Server

getFinancialReportXLSX

Read-onlyIdempotent

Download financial reports in XLSX format by providing a stock symbol, year, and period (Q1-Q4 or FY). Access detailed 10-K and quarterly data for analysis in a spreadsheet-friendly format.

Instructions

Download detailed 10-K reports in XLSX format with the Financial Reports Form 10-K XLSX API. Effortlessly access and analyze annual financial data for companies in a spreadsheet-friendly format.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
symbolYesStock symbol
yearYesYear of the report
periodYesPeriod (Q1, Q2, Q3, Q4, or FY)
Behavior3/5

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

Annotations already declare readOnly and idempotent behavior. The description adds that it downloads a file, but does not elaborate on response format, delivery method, or other behavioral traits.

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, mostly efficient. The second sentence contains some fluff ('Effortlessly access and analyze') but overall is concise.

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 exists, so the description should explain return format. It mentions XLSX but not how the file is delivered. Also, it omits that period includes quarters, which is relevant given the annual focus.

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%, so baseline is 3. The description does not add any additional meaning beyond what the schema already provides for the three parameters.

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 downloads 10-K reports in XLSX format, with a specific verb and resource. However, it focuses on 'annual financial data' while the schema includes quarterly periods (Q1-Q4), causing slight inconsistency.

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 is provided on when to use this tool versus alternatives like getFinancialReportJSON. There is no explicit context for selection among sibling 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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