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ROIC.ai Financial Data MCP Server

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by roicai

Get Earnings Call Transcript

get_earnings_call_transcript
Read-only

Retrieve a specific earnings call transcript by providing a company identifier (ticker, CIK, CUSIP, or ISIN), fiscal year, and quarter. Check available calls with list_earnings_calls.

Instructions

Get a specific earnings call transcript by year and quarter. Use list_earnings_calls to find available calls first.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
yearYesFiscal year of the earnings call
quarterYesQuarter (1-4)
identifierYesCompany identifier: ticker symbol (e.g. AAPL), CIK, CUSIP, or ISIN
Behavior4/5

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

Annotations already declare readOnlyHint=true and destructiveHint=false. The description adds the useful context that not all calls may be available (via the hint to list first), which is beyond the 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, front-loaded with the primary action and followed by a practical usage hint. No redundant words or filler.

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?

For a simple read-only retrieval tool with strong annotations and clear purpose, the description is sufficient. The absence of an output schema is mitigated by the straightforward nature of the operation, and the list-first hint provides necessary context.

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% with clear definitions for year, quarter, and identifier. The description adds minimal extra meaning beyond reinforcing 'by year and quarter', so the baseline of 3 is appropriate.

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 a specific earnings call transcript, scoped by year and quarter. It distinguishes from siblings like get_latest_earnings_call by emphasizing 'specific' and the year/quarter qualifiers.

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?

Explicitly instructs to use list_earnings_calls first to find available calls, providing a clear prerequisite. It does not explicitly state when not to use the tool, but the guidance strongly implies the intended workflow.

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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