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get_financials

Retrieve income statements, balance sheets, or cash flow reports for any stock ticker. Choose statement type and period to get the financial data you need.

Instructions

Get financial statements (income statement, balance sheet, cash flow) from the database.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
periodNo
symbolYesTicker, e.g. NVDA
statementNo
Behavior2/5

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

There are no annotations, so the description carries the full behavioral disclosure burden. It only says data comes 'from the database' and does not clarify that a single statement is selected via the statement parameter, whether data is historical or delayed, or what the response shape is.

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?

A single sentence states the action, resource, and supported statement types with no filler. The key information is delivered up front and every word earns its place.

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?

For a simple read tool with no output schema, this is adequate but incomplete. It leaves ambiguity about whether all three statements are returned at once or exactly one is selected via the statement parameter, and it does not mention period selection or response format. Given the absence of annotations, more context would be valuable.

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 description coverage is only 33% (just symbol is documented). The description adds meaning by mapping the statement enum values to 'income statement, balance sheet, cash flow', but it does not explain the period parameter, though ANNUAL/QUARTERLY are fairly self-explanatory.

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 uses a specific verb and resource: 'Get financial statements' and names the three statement types, which makes it clear what this tool retrieves. It is distinguishable from siblings like get_ratios or get_quote, though it does not explicitly name alternatives.

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 the tool should be used when financial statements are needed, but provides no explicit guidance on when to prefer it over sibling tools such as get_ratios or get_earnings. No exclusions, prerequisites, or alternative conditions are stated.

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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