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longbridge

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Financial Report Snapshot

financial_report_snapshot
Read-onlyIdempotent

Get financial report snapshot: summary, revenue, EPS with forecasts, and key ratios. Choose quarterly, semi-annual, or annual reports.

Instructions

Get financial report snapshot: report_desc (text summary), fo_revenue/fo_ebit/fo_eps (actual vs forecast with yoy/cmp), fr_* financial ratios (ROE, margins, assets, cash flow). report: qf/saf/af.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
reportNoReport type: "qf" (quarterly), "saf" (semi-annual), "af" (annual)
symbolYesSecurity symbol, e.g. "AAPL.US"
fiscal_yearNoFiscal year, e.g. 2024
fiscal_periodNoFiscal period, e.g. "1" "2" "3" "4"

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
fo_epsNo
fo_ebitNo
fo_revenueNo
report_descNo
Behavior2/5

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

Annotations already declare readOnlyHint=true, openWorldHint=true, idempotentHint=true, and destructiveHint=false, covering safety and idempotency. The description does not add behavioral context beyond this, such as data freshness, rate limits, or potential side effects, which would add value.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness3/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is short but uses abbreviations (fo_, fr_, yoy, cmp) that may be unclear. It front-loads the action but lacks structure. It is not overly verbose but could be better organized.

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?

Given the presence of an output schema and 100% parameter coverage, the description adequately conveys the tool's purpose. However, it omits any mention of prerequisites, error conditions, or usage constraints, which would be helpful for a complete picture.

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 input schema already documents all parameters well. The description adds some context by explaining output field semantics (e.g., fo_revenue shows actual vs forecast), but does not improve understanding of the parameters beyond what the schema provides.

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 clearly states it retrieves a financial report snapshot and lists specific fields (report_desc, fo_revenue, etc.) and report types (qf/saf/af). However, it does not differentiate from sibling tools like financial_report, financial_report_latest, or financial_statement, which likely overlap in functionality.

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?

The description provides no guidance on when to use this tool versus alternatives, nor does it mention any prerequisites or limitations. The agent receives no context about when not to use it or what distinguishes it from similar tools.

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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