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longbridge

longbridge

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Financial Statements

financial_statement
Read-onlyIdempotent

Get income statements, balance sheets, or cash flow reports for securities by specifying symbol and report period.

Instructions

Get financial statements (income statement, balance sheet, or cash flow) for a security. kind: IS/BS/CF/ALL. report: af (annual), saf (semi-annual), qf (quarterly full), q1/q2/q3.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
symbolYesSecurity symbol, e.g. "AAPL.US"
kindNoStatement kind: "IS" (income statement), "BS" (balance sheet), "CF" (cash flow), "ALL" (default)
reportNoReport period: "af" (annual), "saf" (semi-annual), "qf" (quarterly full), "q1"/"q2"/"q3"
Behavior3/5

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

Annotations already declare readOnlyHint, idempotentHint, openWorldHint. Description adds no behavioral context beyond annotations, such as authentication requirements or rate limits.

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?

Description is two sentences, front-loaded with purpose, and efficiently conveys all key information without fluff.

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

Completeness4/5

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

Description adequately explains tool purpose and parameter options but could mention output format or typical use case to be fully self-contained.

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%, and description repeats parameter meanings already present in schema, adding minimal extra value.

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?

Description clearly states 'Get financial statements' with specific types (income statement, balance sheet, cash flow) and parameters, distinguishing this tool from siblings focused on other financial data.

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?

Description implies usage for retrieving financial statements by security but does not explicitly state when to use this tool vs alternatives like 'cash_flow' or 'financial_report'.

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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