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Rust
Hybrid

Financial Report

financial_report
Read-onlyIdempotent

Retrieve income statements, balance sheets, and cash flow reports for any symbol. Choose annual, semi-annual, or quarterly periods to get the financial data you need.

Instructions

Get financial reports (income statement, balance sheet, cash flow). kind: IS/BS/CF/ALL. report_type: af (annual), saf (semi-annual), q1/q2/q3, qf (quarterly full).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
_jqNoOptional jq filter (jaq syntax) applied to this tool's JSON response before it is returned; it never changes the upstream request. One output is returned as-is, several as a JSON array, none as []. Module imports and the `env`/`debug`/`stderr` builtins are unavailable. Example: .data | map({symbol}). Omit for the full response.
kindNoStatement kind: "IS" (income statement), "BS" (balance sheet), "CF" (cash flow), "ALL" (default)
symbolYesSecurity symbol, e.g. "AAPL.US"
report_typeNoReport period: "af" (annual), "saf" (semi-annual), "q1"/"q2"/"q3" (quarterly), "qf" (quarterly full)

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed1 schema field changedv0.12.0
    • addedInput schema / properties / _jq / description
      Added value: +"Optional jq filter (jaq syntax) applied to this tool's JSON response before it is returned; it never changes the upstream request. One output is returned as-is, several as a JSON array, none as []. Module imports and the `env`/`debug`/`stderr` builtins are unavailable. Example: .data | map({symbol}). Omit for the full response."
  2. Changed2 schema fields changedv0.10.6
    • addedInput schema / properties / _jq
      Added value: +{
+  "type": "string"
+}
    • changedOutput schema / (root)
      Previous value: -{
-  "$defs": {
-    "FinancialReportBalancePeriod": {
-      "properties": {
-        "debt_assets_ratio": {
-          "type": [
-            "string",
-            "null"
-          ]
-        },
-        "report": {
-          "anyOf": [
-            {
-              "$ref": "#/$defs/FinancialReportPeriodMeta"
-            },
-            {
-              "type": "null"
-            }
-          ]
-        },
-        "total_assets": {
-          "type": [
-            "string",
-            "null"
-          ]
-        },
-        "total_liabilities": {
-          "type": [
-            "string",
-            "null"
-          ]
-        }
-      },
-      "type": "object"
-    },
-    "FinancialReportCashFlowPeriod": {
-      "properties": {
-        "financing": {
-          "type": [
-            "string",
-            "null"
-          ]
-        },
-        "investing": {
-          "type": [
-            "string",
-            "null"
-          ]
-        },
-        "operating": {
-          "type": [
-            "string",
-            "null"
-          ]
-        },
-        "report": {
-          "anyOf": [
-            {
-              "$ref": "#/$defs/FinancialReportPeriodMeta"
-            },
-            {
-              "type": "null"
-            }
-          ]
-        }
-      },
-      "type": "object"
-    },
-    "FinancialReportField": {
-      "properties": {
-        "display_order": {
-          "format": "int32",
-          "type": [
-            "integer",
-            "null"
-          ]
-        },
-        "field": {
-          "type": [
-            "string",
-            "null"
-          ]
-        },
-        "id": {
-          "type": [
-            "string",
-            "null"
-          ]
-        },
-        "level": {
-          "format": "int32",
-          "type": [
-            "integer",
-            "null"
-          ]
-        },
-        "name": {
-          "type": [
-            "string",
-            "null"
-          ]
-        },
-        "value": {
-          "type": [
-            "string",
-            "null"
-          ]
-        },
-        "value_type": {
-          "type": [
-            "string",
-            "null"
-          ]
-        },
-        "yoy": {
-          "type": [
-            "string",
-            "null"
-          ]
-        }
-      },
-      "type": "object"
-    },
-    "FinancialReportIncomePeriod": {
-      "properties": {
-        "net_income": {
-          "type": [
-            "string",
-            "null"
-          ]
-        },
-        "net_margin": {
-          "type": [
-            "string",
-            "null"
-          ]
-        },
-        "report": {
-          "anyOf": [
-            {
-              "$ref": "#/$defs/FinancialReportPeriodMeta"
-            },
-            {
-              "type": "null"
-            }
-          ]
-        },
-        "revenue": {
-          "type": [
-            "string",
-            "null"
-          ]
-        }
-      },
-      "type": "object"
-    },
-    "FinancialReportPeriodMeta": {
-      "properties": {
-        "end_date": {
-          "type": [
-            "string",
-            "null"
-          ]
-        },
-        "report_txt": {
-          "type": [
-            "string",
-            "null"
-          ]
-        },
-        "start_date": {
-          "type": [
-            "string",
-            "null"
-          ]
-        }
-      },
-      "type": "object"
-    },
-    "FinancialStatementPeriod": {
-      "properties": {
-        "ff_period": {
-          "type": [
-            "string",
-            "null"
-          ]
-        },
-        "ff_year": {
-          "format": "int32",
-          "type": [
-            "integer",
-            "null"
-          ]
-        },
-        "fields": {
-          "items": {
-            "$ref": "#/$defs/FinancialReportField"
-          },
-          "type": [
-            "array",
-            "null"
-          ]
-        },
-        "fp_end": {
-          "type": [
-            "string",
-            "null"
-          ]
-        },
-        "report_txt": {
-          "type": [
-            "string",
-            "null"
-          ]
-        },
-        "rpt_date": {
-          "type": [
-            "string",
-            "null"
-          ]
-        }
-      },
-      "type": "object"
-    }
-  },
-  "properties": {
-    "bs_list": {
-      "items": {
-        "$ref": "#/$defs/FinancialReportBalancePeriod"
-      },
-      "type": [
-        "array",
-        "null"
-      ]
-    },
-    "ccy_symbol": {
-      "type": [
-        "string",
-        "null"
-      ]
-    },
-    "cf_list": {
-      "items": {
-        "$ref": "#/$defs/FinancialReportCashFlowPeriod"
-      },
-      "type": [
-        "array",
-        "null"
-      ]
-    },
-    "currency": {
-      "type": [
-        "string",
-        "null"
-      ]
-    },
-    "empty_fields": {
-      "items": {
-        "type": "string"
-      },
-      "type": [
-        "array",
-        "null"
-      ]
-    },
-    "is_list": {
-      "items": {
-        "$ref": "#/$defs/FinancialReportIncomePeriod"
-      },
-      "type": [
-        "array",
-        "null"
-      ]
-    },
-    "list": {
-      "items": {
-        "$ref": "#/$defs/FinancialStatementPeriod"
-      },
-      "type": [
-        "array",
-        "null"
-      ]
-    },
-    "report": {
-      "type": [
-        "string",
-        "null"
-      ]
-    },
-    "report_type": {
-      "type": [
-        "string",
-        "null"
-      ]
-    }
-  },
-  "type": "object"
-}New value: +null
  3. Changed1 schema field changedv0.8.4
    • changedOutput schema / (root)
      Previous value: -nullNew value: +{
+  "$defs": {
+    "FinancialReportBalancePeriod": {
+      "properties": {
+        "debt_assets_ratio": {
+          "type": [
+            "string",
+            "null"
+          ]
+        },
+        "report": {
+          "anyOf": [
+            {
+              "$ref": "#/$defs/FinancialReportPeriodMeta"
+            },
+            {
+              "type": "null"
+            }
+          ]
+        },
+        "total_assets": {
+          "type": [
+            "string",
+            "null"
+          ]
+        },
+        "total_liabilities": {
+          "type": [
+            "string",
+            "null"
+          ]
+        }
+      },
+      "type": "object"
+    },
+    "FinancialReportCashFlowPeriod": {
+      "properties": {
+        "financing": {
+          "type": [
+            "string",
+            "null"
+          ]
+        },
+        "investing": {
+          "type": [
+            "string",
+            "null"
+          ]
+        },
+        "operating": {
+          "type": [
+            "string",
+            "null"
+          ]
+        },
+        "report": {
+          "anyOf": [
+            {
+              "$ref": "#/$defs/FinancialReportPeriodMeta"
+            },
+            {
+              "type": "null"
+            }
+          ]
+        }
+      },
+      "type": "object"
+    },
+    "FinancialReportField": {
+      "properties": {
+        "display_order": {
+          "format": "int32",
+          "type": [
+            "integer",
+            "null"
+          ]
+        },
+        "field": {
+          "type": [
+            "string",
+            "null"
+          ]
+        },
+        "id": {
+          "type": [
+            "string",
+            "null"
+          ]
+        },
+        "level": {
+          "format": "int32",
+          "type": [
+            "integer",
+            "null"
+          ]
+        },
+        "name": {
+          "type": [
+            "string",
+            "null"
+          ]
+        },
+        "value": {
+          "type": [
+            "string",
+            "null"
+          ]
+        },
+        "value_type": {
+          "type": [
+            "string",
+            "null"
+          ]
+        },
+        "yoy": {
+          "type": [
+            "string",
+            "null"
+          ]
+        }
+      },
+      "type": "object"
+    },
+    "FinancialReportIncomePeriod": {
+      "properties": {
+        "net_income": {
+          "type": [
+            "string",
+            "null"
+          ]
+        },
+        "net_margin": {
+          "type": [
+            "string",
+            "null"
+          ]
+        },
+        "report": {
+          "anyOf": [
+            {
+              "$ref": "#/$defs/FinancialReportPeriodMeta"
+            },
+            {
+              "type": "null"
+            }
+          ]
+        },
+        "revenue": {
+          "type": [
+            "string",
+            "null"
+          ]
+        }
+      },
+      "type": "object"
+    },
+    "FinancialReportPeriodMeta": {
+      "properties": {
+        "end_date": {
+          "type": [
+            "string",
+            "null"
+          ]
+        },
+        "report_txt": {
+          "type": [
+            "string",
+            "null"
+          ]
+        },
+        "start_date": {
+          "type": [
+            "string",
+            "null"
+          ]
+        }
+      },
+      "type": "object"
+    },
+    "FinancialStatementPeriod": {
+      "properties": {
+        "ff_period": {
+          "type": [
+            "string",
+            "null"
+          ]
+        },
+        "ff_year": {
+          "format": "int32",
+          "type": [
+            "integer",
+            "null"
+          ]
+        },
+        "fields": {
+          "items": {
+            "$ref": "#/$defs/FinancialReportField"
+          },
+          "type": [
+            "array",
+            "null"
+          ]
+        },
+        "fp_end": {
+          "type": [
+            "string",
+            "null"
+          ]
+        },
+        "report_txt": {
+          "type": [
+            "string",
+            "null"
+          ]
+        },
+        "rpt_date": {
+          "type": [
+            "string",
+            "null"
+          ]
+        }
+      },
+      "type": "object"
+    }
+  },
+  "properties": {
+    "bs_list": {
+      "items": {
+        "$ref": "#/$defs/FinancialReportBalancePeriod"
+      },
+      "type": [
+        "array",
+        "null"
+      ]
+    },
+    "ccy_symbol": {
+      "type": [
+        "string",
+        "null"
+      ]
+    },
+    "cf_list": {
+      "items": {
+        "$ref": "#/$defs/FinancialReportCashFlowPeriod"
+      },
+      "type": [
+        "array",
+        "null"
+      ]
+    },
+    "currency": {
+      "type": [
+        "string",
+        "null"
+      ]
+    },
+    "empty_fields": {
+      "items": {
+        "type": "string"
+      },
+      "type": [
+        "array",
+        "null"
+      ]
+    },
+    "is_list": {
+      "items": {
+        "$ref": "#/$defs/FinancialReportIncomePeriod"
+      },
+      "type": [
+        "array",
+        "null"
+      ]
+    },
+    "list": {
+      "items": {
+        "$ref": "#/$defs/FinancialStatementPeriod"
+      },
+      "type": [
+        "array",
+        "null"
+      ]
+    },
+    "report": {
+      "type": [
+        "string",
+        "null"
+      ]
+    },
+    "report_type": {
+      "type": [
+        "string",
+        "null"
+      ]
+    }
+  },
+  "type": "object"
+}
  4. Changed1 schema field changedv0.7.1
    • removedInput schema / title
      Removed value: -"FinancialReportParam"
  5. Addedv0.4.5
  6. Removedv0.4.0
  7. Addedv0.3.2
  8. Removedv0.3.1
  9. First observedv0.1.12

TDQS

C2.9/5.0
Behavior2/5

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

Annotations already convey the safety profile (readOnlyHint, idempotentHint, openWorldHint, non-destructive), so the bar for added behavioral disclosure is lower. The description adds no behavioral traits beyond them — nothing about result size, the default kind when omitted, or any quirks of the data returned. It mostly restates the parameter options rather than disclosing runtime behavior.

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 compact sentences, with the core purpose front-loaded and the parameter reference following. The format is efficient and scannable, though the second sentence's parameter list partially duplicates schema content. Overall it earns its place as a tight, well-structured summary.

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 read-only tool with strong annotation coverage and full schema documentation, the core essentials are present. However, there is no output schema and the description does not say what shape the returned report takes, nor does it address the five-plus overlapping financial_report_* siblings. An agent choosing between financial_report, financial_report_latest, and financial_report_snapshot would still face ambiguity.

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 the schema already documents all four parameters, which sets a baseline of 3. The description restates the kind and report_type value lists and expands the abbreviations (af=annual, saf=semi-annual), adding modest convenience. However, most of this is redundant with the schema's own parameter descriptions, so the description does not meaningfully surpass the baseline.

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 states a specific verb ('Get') and resource ('financial reports') and enumerates exactly which statements are covered (income statement, balance sheet, cash flow). It is clear in its own right but does not explicitly differentiate itself from the many financial_report_* siblings (financial_report_latest, financial_report_snapshot, financial_report_key_metrics, financial_statement), so an agent must rely on naming to pick it.

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 given on when to use this tool versus its alternatives. It never mentions financial_report_latest, financial_report_snapshot, financial_report_key_metrics, or financial_statement, nor any condition that would select one over another. With such a large sibling cluster, this omission leaves the agent without routing direction.

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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