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vertical-mcp

dart-mcp

by vertical-mcp

get_financial_summary

Retrieve financial statement line items for a company by year and report, covering consolidated or separate statements for annual, semi-annual, and quarterly disclosures.

Instructions

Get full financial statement line items (BS/IS/CIS/CF/SCE) for a company for a given year and report. Supports consolidated (CFS) or separate (OFS) statements. Report codes: 11011=annual, 11012=half-year, 11013=Q1, 11014=Q3.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
fs_divNoCFS
bsns_yearYes
corp_codeYes
reprt_codeNo11011
Behavior3/5

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

With no annotations provided, the description carries the burden of behavioral disclosure. It does add context about CFS/OFS and report codes, which helps understand the data scope. However, it does not disclose the response format, pagination, authentication requirements, or any potential limitations. This is a moderate gap for a read-only tool.

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 two concise sentences, front-loaded with the core purpose. It packs essential information (statement types, report codes) without redundancy or filler. Every word earns its place.

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?

Despite having no annotations or output schema, the description covers the essential context: what the tool does, the scope, and the meaning of key parameters. It lacks details on return values and error behavior, but for a straightforward data retrieval tool with moderate schema complexity, it is reasonably complete.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 0%, so the description must compensate. It explains the meaning of fs_div (CFS/OFS) and reprt_code (11011=annual, 11012=half-year, 11013=Q1, 11014=Q3), which are the most ambiguous parameters. It also clarifies that corp_code and bsns_year refer to company and year, though formats are already in the schema. This adds significant value beyond the schema.

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's function: 'Get full financial statement line items (BS/IS/CIS/CF/SCE) for a company for a given year and report.' The verb 'Get' and resource 'financial statement line items' are specific, and the mention of CFS/OFS and report codes distinguishes it from sibling tools like search_disclosures and get_company_info.

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?

The description provides clear context on when to use the tool: for a specific company, year, and report type, with consolidated or separate statements. It implicitly guides the user to choose this tool when financial statement line items are needed, but it does not explicitly exclude alternatives or mention when not to use it. The context is sufficient for most use cases.

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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