get_income_statement

Retrieve company income statements for financial analysis. Specify stock symbol and period (annual/quarterly) to access revenue, expenses, and profitability data.

Instructions

Get company income statement (annual or quarterly)

Input Schema

TableJSON Schema

Name	Required	Description
`symbol`	Yes	Stock ticker symbol
`period`	No	Period type (annual or quarter)
`limit`	No	Number of periods to return (default: 5)

Implementation Reference

src/tools/financials.ts:51-69 (handler)

The handler implementation for get_income_statement, which fetches income statement data from the FMP API using the provided symbol, period, and limit.

server.registerTool(
  'get_income_statement',
  {
    description: 'Get company income statement (annual or quarterly)',
    inputSchema: FinancialStatementSchema,
  },
  async (args: z.infer<typeof FinancialStatementSchema>) => {
    try {
      const period = args.period || 'annual';
      const limit = args.limit || 5;
      const data = await fetchFMP<IncomeStatement[]>(
        `/income-statement?symbol=${args.symbol.toUpperCase()}&period=${period}&limit=${limit}`
      );
      return jsonResponse(data);
    } catch (error) {
      return errorResponse(error);
    }
  }
);

src/tools/financials.ts:14-18 (schema)

The input schema definition used by get_income_statement.

const FinancialStatementSchema = z.object({
  symbol: SymbolSchema.describe('Stock ticker symbol'),
  period: PeriodSchema.describe('Period type (annual or quarter)'),
  limit: LimitSchema.describe('Number of periods to return (default: 5)'),
});

src/tools/financials.ts:32-172 (registration)

The registration function that defines the get_income_statement tool within the MCP server.

export function registerFinancialsTools(server: any) {
  // Company Profile
  server.registerTool(
    'get_company_profile',
    {
      description: 'Get detailed company profile information including description, industry, sector, CEO, and more',
      inputSchema: CompanyProfileSchema,
    },
    async (args: z.infer<typeof CompanyProfileSchema>) => {
      try {
        const data = await fetchFMP<CompanyProfile[]>(`/profile?symbol=${args.symbol.toUpperCase()}`);
        return jsonResponse(data);
      } catch (error) {
        return errorResponse(error);
      }
    }
  );

  // Income Statement
  server.registerTool(
    'get_income_statement',
    {
      description: 'Get company income statement (annual or quarterly)',
      inputSchema: FinancialStatementSchema,
    },
    async (args: z.infer<typeof FinancialStatementSchema>) => {
      try {
        const period = args.period || 'annual';
        const limit = args.limit || 5;
        const data = await fetchFMP<IncomeStatement[]>(
          `/income-statement?symbol=${args.symbol.toUpperCase()}&period=${period}&limit=${limit}`
        );
        return jsonResponse(data);
      } catch (error) {
        return errorResponse(error);
      }
    }
  );

  // Balance Sheet
  server.registerTool(
    'get_balance_sheet',
    {
      description: 'Get company balance sheet statement (annual or quarterly)',
      inputSchema: FinancialStatementSchema,
    },
    async (args: z.infer<typeof FinancialStatementSchema>) => {
      try {
        const period = args.period || 'annual';
        const limit = args.limit || 5;
        const data = await fetchFMP<BalanceSheet[]>(
          `/balance-sheet-statement?symbol=${args.symbol.toUpperCase()}&period=${period}&limit=${limit}`
        );
        return jsonResponse(data);
      } catch (error) {
        return errorResponse(error);
      }
    }
  );

  // Cash Flow
  server.registerTool(
    'get_cash_flow',
    {
      description: 'Get company cash flow statement (annual or quarterly)',
      inputSchema: FinancialStatementSchema,
    },
    async (args: z.infer<typeof FinancialStatementSchema>) => {
      try {
        const period = args.period || 'annual';
        const limit = args.limit || 5;
        const data = await fetchFMP<CashFlow[]>(
          `/cash-flow-statement?symbol=${args.symbol.toUpperCase()}&period=${period}&limit=${limit}`
        );
        return jsonResponse(data);
      } catch (error) {
        return errorResponse(error);
      }
    }
  );

  // Stock News
  server.registerTool(
    'get_stock_news',
    {
      description: 'Get latest news articles for a stock symbol',
      inputSchema: StockNewsSchema,
    },
    async (args: z.infer<typeof StockNewsSchema>) => {
      try {
        const limit = args.limit || 10;
        const data = await fetchFMP(`/news/stock?symbols=${args.symbol.toUpperCase()}&limit=${limit}`);
        return jsonResponse(data);
      } catch (error) {
        return errorResponse(error);
      }
    }
  );

  // Key Metrics
  server.registerTool(
    'get_key_metrics',
    {
      description: 'Get key financial metrics (P/E, ROE, debt ratios, etc.)',
      inputSchema: FinancialStatementSchema,
    },
    async (args: z.infer<typeof FinancialStatementSchema>) => {
      try {
        const period = args.period || 'annual';
        const limit = args.limit || 5;
        const data = await fetchFMP(
          `/key-metrics?symbol=${args.symbol.toUpperCase()}&period=${period}&limit=${limit}`
        );
        return jsonResponse(data);
      } catch (error) {
        return errorResponse(error);
      }
    }
  );

  // Financial Ratios
  server.registerTool(
    'get_financial_ratios',
    {
      description: 'Get detailed financial ratios (profitability, liquidity, efficiency)',
      inputSchema: FinancialStatementSchema,
    },
    async (args: z.infer<typeof FinancialStatementSchema>) => {
      try {
        const period = args.period || 'annual';
        const limit = args.limit || 5;
        const data = await fetchFMP(
          `/ratios?symbol=${args.symbol.toUpperCase()}&period=${period}&limit=${limit}`
        );
        return jsonResponse(data);
      } catch (error) {
        return errorResponse(error);
      }
    }
  );
}

Financial Modeling Prep (FMP) MCP Server