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longbridge

longbridge

Official

Financial Statements

financial_statement
Read-onlyIdempotent

Retrieve income statements, balance sheets, or cash flow reports for any security. Choose from annual, semi-annual, or quarterly periods.

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"
Behavior2/5

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

Annotations already declare readOnlyHint=true, destructiveHint=false, idempotentHint=true. The description adds no behavioral context beyond what is obvious (e.g., it reads data). It does not mention rate limits, prerequisites, or response characteristics.

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 sentences, no wasted words. The first sentence states the purpose, the second lists parameter values. Efficient and front-loaded.

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 3 parameters and no output schema, the description covers the inputs adequately but does not describe what the output contains (e.g., JSON structure, fields). Annotations cover safety, so completeness is moderate.

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 100%, and the description mostly repeats the schema's parameter explanations. It adds no new meaning beyond clarifying the abbreviations (e.g., 'IS' for income statement) which are already in the 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 states 'Get financial statements (income statement, balance sheet, or cash flow) for a security.' It uses a specific verb ('Get') and resource, and distinguishes the tool from siblings by listing the statement kinds and report periods clearly.

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 provides parameter value explanations for 'kind' and 'report', but does not explicitly state when to use this tool over similar siblings like financial_report or statement_list. No alternative tool names or exclusion criteria are mentioned.

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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