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roicai

ROIC.ai Financial Data MCP Server

Official
by roicai

Get Income Statement

get_income_statement
Read-only

Retrieve a company's income statement data—revenue, gross profit, operating income, net income, EPS, EBITDA, and margins—with annual or quarterly reporting periods and optional date filters.

Instructions

Get income statement data: revenue, gross profit, operating income, net income, EPS, EBITDA, and margins.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNoNumber of periods to return
orderNoSort order by dateDESC
periodNoReporting periodannual
date_endNoEnd date filter (YYYY-MM-DD)
date_startNoStart date filter (YYYY-MM-DD)
identifierYesCompany identifier: ticker symbol (e.g. AAPL), CIK, CUSIP, or ISIN
fiscal_year_endNoLatest fiscal year to include
fiscal_year_startNoEarliest fiscal year to include
Behavior3/5

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

Annotations already declare readOnlyHint=true and destructiveHint=false, establishing a safe read operation. The description adds the list of returned items but does not disclose pagination behavior, ordering defaults, or any other behavioral nuances beyond what annotations provide.

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?

A single, focused sentence that immediately states the purpose and enumerates key outputs. No redundancy, no filler—every word contributes.

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 data-retrieval tool with no output schema, the description covers the key return fields. All parameters are fully specified in the schema. The description doesn't mention defaults like period/limit, but those are already in the schema, so the tool is sufficiently complete.

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 all 8 parameters fully documented in the input schema. The description adds no parameter-specific semantics, relying entirely on the schema's existing explanations.

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 uses a specific verb ('Get') and clearly identifies the resource ('income statement data') while enumerating the exact data fields (revenue, gross profit, operating income, net income, EPS, EBITDA, margins). This distinguishes it from sibling tools like get_balance_sheet or get_cash_flow.

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 explains what data is returned but provides no explicit guidance on when to choose this tool over alternatives, lacks exclusions, and doesn't reference sibling tools. Usage must be inferred from the tool name and field list.

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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