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sahmk-sa

sahmk-mcp

by sahmk-sa

get_financials

Retrieve financial statements and key data for a listed company. Requires exact exchange symbol for income, balance sheet, and cash flow.

Instructions

Get company financial statements and key financial data. Use this for income statement, balance sheet, and cash flow requests. Requires exact exchange symbol.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
symbolYesRequires exact exchange symbol. If the user provides a company name, first use companies_list. If a previous tool result included resolved_instrument.symbol, reuse that symbol. Example: '1120'.
typeNoOptional financial view selector (e.g. statement family/profile returned by backend).
periodNoOptional period selector. If both period and statement_period are provided, period takes precedence.
statement_periodNoOptional explicit statement period selector. Ignored when period is provided.
historyNoOptional history window selector.
metricsNoOptional metrics profile selector.
resultNoOptional result shaping selector.
include_qualityNoOptionally include quality indicators in response payload.
include_partialNoOptionally include partial/incomplete statement periods when available.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior3/5

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

No annotations are provided, and the description only mentions the prerequisite for exact exchange symbol. It does not disclose other behavioral traits such as safety (read-only), rate limits, or response structure, which is adequate but not thorough.

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 extremely concise, with three short sentences that front-load the purpose and key usage instruction, containing no extraneous information.

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 description is complete enough given the presence of an output schema and detailed input schema. It could elaborate on what 'key financial data' includes, but the purpose is clear.

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% with detailed parameter descriptions. The tool description adds no new meaning beyond the schema, so a 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 verb 'Get' and the resource 'company financial statements and key financial data', and distinguishes from siblings by specifying income statement, balance sheet, and cash flow requests.

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 says 'Use this for income statement, balance sheet, and cash flow requests' and mentions 'Requires exact exchange symbol' with further guidance in schema, but does not explicitly exclude other uses.

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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