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secapi-dev

secapi-mcp

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by secapi-dev

company_financials

Retrieve standardized income, balance, or cash flow statements for a company using its ticker or CIK. Optionally specify a filing accession number.

Instructions

Retrieve standardized financial statements for a company — income statement, balance sheet, or cash flow. Uses the latest available filing when no accession number is provided.

Examples:

  • company_financials({ identifier: "MSFT", statement: "income" })

  • company_financials({ identifier: "AAPL", statement: "balance" })

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
statementNoFinancial statement type: income, balance, or cash_flowincome
identifierYesCompany ticker or CIK
accessionNumberNoOptional specific filing accession number
Behavior4/5

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

With no annotations, description clarifies it's a read operation and uses latest filing by default. Does not discuss potential errors or data freshness.

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 plus examples, all essential. Front-loaded with primary action.

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?

Adequate given no output schema; mentions standardized statements. Could be more specific about return structure but sufficient for typical use.

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%, so description adds minimal parameter-level value beyond restating the enum values and identifier type.

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?

Clear verb 'Retrieve' with specific resource 'standardized financial statements' and types enumerated. Distinct from siblings like 'analyze_filing' which is broader.

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?

States when no accession number is provided uses latest filing. Examples illustrate usage but does not explicitly contrast with alternative tools for different needs.

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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