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imbenrabi

Financial Modeling Prep MCP Server

getFundDisclosure

Read-onlyIdempotent

Retrieve mutual fund disclosure data including filings, balance sheets, and financial reports by specifying fund symbol, year, and quarter.

Instructions

Access comprehensive disclosure data for mutual funds with the FMP Mutual Fund Disclosures API. Analyze recent filings, balance sheets, and financial reports to gain insights into mutual fund portfolios.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
symbolYesFund symbol
yearYesYear
quarterYesQuarter
cikNoOptional CIK number
Behavior3/5

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

Annotations already declare readOnlyHint, idempotentHint, openWorldHint. The description adds that it provides filings, balance sheets, and reports, but does not disclose additional behavioral traits like pagination or rate limits.

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?

Two concise sentences with no wasted words. The first sentence states the purpose clearly, and the second adds context. Front-loaded and efficient.

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?

The tool has 3 required parameters and no output schema. The description mentions filings and reports but does not specify output format or fields. Adequately covers purpose but lacks full completeness for a data retrieval tool.

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 brief descriptions for each parameter. The description adds no further meaning beyond what the schema provides, acting as a baseline 3.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose3/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description uses vague verbs like 'access' and 'analyze' and does not distinguish from siblings like getFundHoldings or searchFundDisclosures. It mentions 'comprehensive disclosure data' but lacks specificity.

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. With many sibling tools (e.g., getFundInfo, searchFundDisclosures), the description fails to provide context for selection.

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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