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roicai

ROIC.ai Financial Data MCP Server

Official
by roicai

Get Profitability Ratios

get_profitability_ratios
Read-only

Retrieve profitability ratios—ROE, ROA, ROIC, gross/operating/EBITDA margins, effective tax rate, and payout ratio—for a company using its ticker, CIK, CUSIP, or ISIN.

Instructions

Get profitability ratios: ROE, ROA, ROIC, gross/operating/EBITDA/profit margins, effective tax rate, and payout ratio.

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, so the safety profile is clear. The description adds a listing of the specific ratios returned, which is useful scope information, but does not disclose additional behavioral traits such as historical time-series behavior or calculation nuances.

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?

The description is a single sentence that front-loads the core purpose and lists all key output enums. Every word earns its place with no redundancy 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?

The tool has 8 parameters and no output schema, yet the description plus schema cover the essential intent and filters. The description could explicitly mention that results are returned over multiple periods, but the period/limit/date parameters implicitly convey this. Overall, it is adequate for a financial ratios lookup tool.

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% for all 8 parameters, so the schema already documents parameter meanings thoroughly. The description adds no extra parameter semantics beyond the schema, which is acceptable but not enriching.

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' with the resource 'profitability ratios' and enumerates exact ratio types (ROE, ROA, ROIC, margins, etc.). This clearly distinguishes it from sibling tools like get_credit_ratios and get_liquidity_ratios.

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 implies usage when profitability ratios are needed, but does not explicitly state when to use this over alternatives or provide exclusions. There is no mention of related tools for other ratio categories, leaving the agent to infer from naming and context.

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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