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Financial Modeling Prep MCP Server

getTipRanksFirmSummary

Read-onlyIdempotent

Get an aggregated rollup of all ratings issued by analysts at one firm over a date window with the FMP Ratings Summary by Firm API (TipRanks partner data). The firm name must match exactly (e.g. Morgan Stanley).

Instructions

Get an aggregated rollup of all ratings issued by analysts at one firm over a date window with the FMP Ratings Summary by Firm API (TipRanks partner data). The firm name must match exactly (e.g. Morgan Stanley). The window defaults to the trailing twelve months.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
toNoEnd of the date window (YYYY-MM-DD)
firmNameYesFirm name, exactly as published (e.g. Morgan Stanley)
from_dateNoStart of the date window (YYYY-MM-DD)

Schema Changelog

Changes observed during successful MCP inspections.

  1. Addedv2.8.0

TDQS

A3.9/5.0
Behavior4/5

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

Annotations already declare readOnlyHint, openWorldHint, and idempotentHint, so the safety profile is covered. The description adds genuinely useful behavioral context beyond that: the firm name must match exactly, and the date window defaults to the trailing twelve months when omitted.

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, zero waste, and the core purpose is front-loaded before the constraints. The exact-match caveat and default window follow naturally as supporting detail.

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?

For a read-only rollup tool with no output schema and full parameter coverage, the description supplies purpose, the key input constraint, and default behavior. It could say more about what the aggregated rollup contains (rating counts, buy/sell breakdown), but nothing essential for correct invocation is missing.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 100%, so the baseline is 3. The description goes further by disclosing the default behavior of the from/to window (trailing twelve months), which the schema does not state, and by reinforcing the exact-match requirement for firmName.

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 names a specific verb (get) and a precisely scoped resource: an aggregated rollup of all ratings issued by analysts at one firm. The 'by firm' granularity implicitly distinguishes it from the sibling symbol- and analyst-summary tools, but no sibling is named explicitly.

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 firm-level aggregation is implied by the resource description, so an agent can infer this is the firm-wide view rather than the per-symbol or per-analyst one. However, there is no explicit when-to-use statement, no mention of alternatives like getTipRanksSymbolSummary, and no exclusions.

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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