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longbridge

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Financial Report Key Metrics (US)

financial_report_key_metrics
Read-onlyIdempotent

Obtain key financial metrics for US stocks by selecting annual, semi-annual, or quarterly report periods.

Instructions

Get key financial metrics (fin-keyfactor) for a US symbol. report: af (annual, default), saf, qf, q1/q2/q3. US accounts only; errors with DcRegionRestricted for HK/CN/SG accounts.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
reportNoReport period: "af" (annual, default), "saf" (semi-annual), "qf" (quarterly full), "q1"/"q2"/"q3".
symbolYesSecurity symbol, e.g. "AAPL.US"

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
listNo
reportNo
currencyNo
empty_fieldsNo
Behavior5/5

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

Annotations already indicate read-only, open-world, idempotent, non-destructive. Description adds US-specific constraint and error behavior (DcRegionRestricted for HK/CN/SG accounts), providing useful behavioral context beyond annotations.

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 sentences, each serving a clear purpose: first explains what and for whom, second adds usage constraints. No wasted words, front-loaded.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For a read-only tool with output schema, description explains core function, report options, and geographic restriction. Complete given complexity.

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 covers both parameters with descriptions. Description adds default report value ('af') and reinforces US-only constraint on symbol. Adds value beyond schema.

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

Purpose5/5

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

The description clearly states the tool retrieves key financial metrics for a US symbol, specifying the resource (fin-keyfactor) and action (get). It mentions report types and US-only restriction, distinguishing it from siblings like financial_report_latest.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Describes when to use: for US accounts, with report period options. Notes error condition for restricted accounts. Does not explicitly exclude alternatives but provides clear context.

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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