companies_financials_retrieve
ChatGPTExperimental endpoint — the response schema may change without an API version bump. Returns standardized financial KPIs for a company as a structured document: a company envelope containing periods, each holding its Income Statement, Balance Sheet and Cash Flow statements, each holding line_items. When several filings report the same period, the most recently published filing is selected; every contributing filing is listed in the statement's sources array. source_filing and sources are returned only for accounts with source unmasking enabled (sources_masked reports which applies). Use as_of=YYYY-MM-DD for a point-in-time view. Use the depth and parent_code fields on each line item to render the Capital IQ-style statement hierarchy. When to use this tool: Use to get standardized financial line items (income statement, balance sheet, cash flow) for a company. Data is deduplicated across filings — the most recently published filing wins. SOURCING: attribute every figure to its fiscal period + period_end_date and reporting currency. GROUNDEDNESS (critical): report ONLY values present in the periods this call returns. If period_count is 0 or periods is empty, FinancialReports has no structured financials for this company yet (common for US/SEC issuers — structured data is currently ESEF/EU-derived and being expanded). Do NOT stop and do NOT estimate — FALL BACK to the filing: call filings_list for this id filtered to an annual-report filing_type_code (e.g. 10-K, 20-F, or the local annual type), take the most recently released one, retrieve it with filings_markdown_retrieve, and read the figures directly from the filing body — citing the filing type, date, and fiscal period. Never estimate, recall a figure from training knowledge, or attach a citation to a number you did not read from a tool result this session. When NOT to use this tool: Don't use for filing documents or markdown content — use filings_list + filings_markdown_retrieve. Don't use without resolving the company ID first via companies_list. Examples: - Munich Re 2024 income statement -> id=<id>, fiscal_year=2024, statement_type='IS' (Use depth + parent_code to render Capital IQ-style hierarchy) - Compare EBITDA across 3 companies -> id=<id>, statement_type='IS', line_items='ebitda' (Call in parallel for each company. Always show currency.) [Server current date: 2026-06-16 — treat this as today.]
companies_financials_retrieve
ChatGPTExperimental endpoint — the response schema may change without an API version bump. Returns standardized financial KPIs for a company as a structured document: a company envelope containing periods, each holding its Income Statement, Balance Sheet and Cash Flow statements, each holding line_items. When several filings report the same period, the most recently published filing is selected; every contributing filing is listed in the statement's sources array. source_filing and sources are returned only for accounts with source unmasking enabled (sources_masked reports which applies). Use as_of=YYYY-MM-DD for a point-in-time view. Use the depth and parent_code fields on each line item to render the Capital IQ-style statement hierarchy. When to use this tool: Use to get standardized financial line items (income statement, balance sheet, cash flow) for a company. Data is deduplicated across filings — the most recently published filing wins. SOURCING: attribute every figure to its fiscal period + period_end_date and reporting currency. GROUNDEDNESS (critical): report ONLY values present in the periods this call returns. If period_count is 0 or periods is empty, FinancialReports has no structured financials for this company yet (common for US/SEC issuers — structured data is currently ESEF/EU-derived and being expanded). Do NOT stop and do NOT estimate — FALL BACK to the filing: call filings_list for this id filtered to an annual-report filing_type_code (e.g. 10-K, 20-F, or the local annual type), take the most recently released one, retrieve it with filings_markdown_retrieve, and read the figures directly from the filing body — citing the filing type, date, and fiscal period. Never estimate, recall a figure from training knowledge, or attach a citation to a number you did not read from a tool result this session. When NOT to use this tool: Don't use for filing documents or markdown content — use filings_list + filings_markdown_retrieve. Don't use without resolving the company ID first via companies_list. Examples: - Munich Re 2024 income statement -> id=<id>, fiscal_year=2024, statement_type='IS' (Use depth + parent_code to render Capital IQ-style hierarchy) - Compare EBITDA across 3 companies -> id=<id>, statement_type='IS', line_items='ebitda' (Call in parallel for each company. Always show currency.) [Server current date: 2026-06-26 — treat this as today.]
companies_list
ChatGPTRetrieve a paginated list of companies. When to use this tool: Use as the first step to resolve a company name, ticker, or partial match to a FinancialReports internal ID. Required before calling any per-company tool (financials, filings, watchlist). CONFIRM the match — state the resolved company's full name and country before reporting data ("Apple" can surface "Apple Hospitality REIT"). PEER / SCREENING LISTS: include ONLY companies whose requested data you actually retrieved this session; if a candidate's data comes back empty, mark it "no data available" or drop it — never invent a figure to complete the list. A short honest list beats a long fabricated one. When NOT to use this tool: Don't use if you already have a company ID from a previous call. Don't use for ISIN lookups — use isins_retrieve instead. Examples: - Find Apple -> search="Apple" (Inspect results — 'Apple Inc.' vs 'Apple Hospitality REIT') - German automotive companies -> countries="DE", sector="C" (ISIC Section C = Manufacturing) [Server current date: 2026-06-16 — treat this as today.]
companies_list
ChatGPTRetrieve a paginated list of companies. When to use this tool: Use as the first step to resolve a company name, ticker, or partial match to a FinancialReports internal ID. Required before calling any per-company tool (financials, filings, watchlist). CONFIRM the match — state the resolved company's full name and country before reporting data ("Apple" can surface "Apple Hospitality REIT"). PEER / SCREENING LISTS: include ONLY companies whose requested data you actually retrieved this session; if a candidate's data comes back empty, mark it "no data available" or drop it — never invent a figure to complete the list. A short honest list beats a long fabricated one. When NOT to use this tool: Don't use if you already have a company ID from a previous call. Don't use for ISIN lookups — use isins_retrieve instead. Examples: - Find Apple -> search="Apple" (Inspect results — 'Apple Inc.' vs 'Apple Hospitality REIT') - German automotive companies -> countries="DE", sector="C" (ISIC Section C = Manufacturing) [Server current date: 2026-06-26 — treat this as today.]
companies_next_annual_report_retrieve
ChatGPTCalculates the expected release window for the next annual report based on historical filing patterns. [Server current date: 2026-06-16 — treat this as today.]
companies_next_annual_report_retrieve
ChatGPTCalculates the expected release window for the next annual report based on historical filing patterns. [Server current date: 2026-06-26 — treat this as today.]
companies_retrieve
ChatGPTRetrieve detailed information for a single company by its internal ID. When to use this tool: Use to get full company metadata (LEI, description, headquarters, social links, stock exchanges, indices) after resolving the ID via companies_list. When NOT to use this tool: Don't use for financial data — use companies_financials_retrieve. Don't use just to confirm a company exists — companies_list already returns enough for identification. Examples: - What's the LEI for ASML? -> id=<company_id from companies_list> (Returns lei field) [Server current date: 2026-06-16 — treat this as today.]
companies_retrieve
ChatGPTRetrieve detailed information for a single company by its internal ID. When to use this tool: Use to get full company metadata (LEI, description, headquarters, social links, stock exchanges, indices) after resolving the ID via companies_list. When NOT to use this tool: Don't use for financial data — use companies_financials_retrieve. Don't use just to confirm a company exists — companies_list already returns enough for identification. Examples: - What's the LEI for ASML? -> id=<company_id from companies_list> (Returns lei field) [Server current date: 2026-06-26 — treat this as today.]
filing_categories_list
ChatGPTRetrieve the 11 standardized disclosure types (categories) defined by the FRCF. [Server current date: 2026-06-16 — treat this as today.]
filing_categories_list
ChatGPTRetrieve the 11 standardized disclosure types (categories) defined by the FRCF. [Server current date: 2026-06-26 — treat this as today.]
filing_types_list
ChatGPTRetrieve a paginated list of all available filing types. [Server current date: 2026-06-16 — treat this as today.]
filing_types_list
ChatGPTRetrieve a paginated list of all available filing types. [Server current date: 2026-06-26 — treat this as today.]
filings_list
ChatGPTRetrieve a paginated list of regulatory filings. When to use this tool: Use to search and filter regulatory filings across companies. Supports filtering by company, filing type, category, country, date range. Returns metadata — not filing content. When NOT to use this tool: Don't use to get filing content — use filings_markdown_retrieve after getting the filing ID. Don't use for financial KPIs — use companies_financials_retrieve. Examples: - Apple's most recent 10-K -> company=<id>, filing_type='10-K', ordering='-release_datetime', page_size=1 (filing_type is jurisdiction-specific. Use filing_category for cross-jurisdiction queries.) - All insider transactions at Tesla in the last 30 days -> company=<id>, filing_category='insider_transaction', from_date='2026-04-16' [Server current date: 2026-06-16 — treat this as today.]
filings_list
ChatGPTRetrieve a paginated list of regulatory filings. When to use this tool: Use to search and filter regulatory filings across companies. Supports filtering by company, filing type, category, country, date range. Returns metadata — not filing content. When NOT to use this tool: Don't use to get filing content — use filings_markdown_retrieve after getting the filing ID. Don't use for financial KPIs — use companies_financials_retrieve. Examples: - Apple's most recent 10-K -> company=<id>, filing_type='10-K', ordering='-release_datetime', page_size=1 (filing_type is jurisdiction-specific. Use filing_category for cross-jurisdiction queries.) - All insider transactions at Tesla in the last 30 days -> company=<id>, filing_category='insider_transaction', from_date='2026-04-16' [Server current date: 2026-06-26 — treat this as today.]
filings_markdown_retrieve
ChatGPTRetrieve the raw processed content of a single filing in Markdown format. When to use this tool: Use to get the full text of a filing as Markdown. Supports pagination via offset/limit for long documents. Start with offset=0 and repeat with increasing offsets until no truncation marker appears. When NOT to use this tool: Don't use to search for filings — use filings_list first. Not every filing has Markdown content; check filings_retrieve for the markdown_url field first. Examples: - Show me Apple's 10-K risk factors -> filing_id=<id>, offset=0, limit=50000 (Summarize specific sections — don't dump the whole document) Returns the full processed Markdown content of a filing in pageable chunks. For long filings, call this tool repeatedly with increasing offset values until the response no longer contains the truncation marker. Use a limit of 50000 chars (default) for most LLM context windows; the per-call cap is 150000 chars (Claude.ai's documented tool-result ceiling). [Server current date: 2026-06-16 — treat this as today.]
filings_markdown_retrieve
ChatGPTRetrieve the raw processed content of a single filing in Markdown format. When to use this tool: Use to get the full text of a filing as Markdown. Supports pagination via offset/limit for long documents. Start with offset=0 and repeat with increasing offsets until no truncation marker appears. When NOT to use this tool: Don't use to search for filings — use filings_list first. Not every filing has Markdown content; check filings_retrieve for the markdown_url field first. Examples: - Show me Apple's 10-K risk factors -> filing_id=<id>, offset=0, limit=50000 (Summarize specific sections — don't dump the whole document) Returns the full processed Markdown content of a filing in pageable chunks. For long filings, call this tool repeatedly with increasing offset values until the response no longer contains the truncation marker. Use a limit of 50000 chars (default) for most LLM context windows; the per-call cap is 150000 chars (Claude.ai's documented tool-result ceiling). [Server current date: 2026-06-26 — treat this as today.]
filings_markdown_search
ChatGPTSearch a filing's processed Markdown for query and return ONLY the matching passages with their character offsets — use this INSTEAD of paging a long filing to find a specific figure, line item, or section (e.g. query='total revenue'). Case-insensitive. Each hit shows ~440 chars of context and an offset you can pass to filings_markdown_retrieve to read more around it. [Server current date: 2026-06-16 — treat this as today.]
filings_markdown_search
ChatGPTSearch a filing's processed Markdown for query and return ONLY the matching passages with their character offsets — use this INSTEAD of paging a long filing to find a specific figure, line item, or section (e.g. query='total revenue'). Case-insensitive. Each hit shows ~440 chars of context and an offset you can pass to filings_markdown_retrieve to read more around it. [Server current date: 2026-06-26 — treat this as today.]
filings_retrieve
ChatGPTRetrieve detailed information for a single filing by its ID. When to use this tool: Use to get full metadata for a single filing — source URL, PDF link, viewer URL, classification confidence, fiscal period. Call after filings_list when you need details beyond the list view. When NOT to use this tool: Don't use for the actual filing content — use filings_markdown_retrieve. Don't use to search for filings — use filings_list. Examples: - Show me the source PDF for this filing -> id=<filing_id> (Returns document (raw PDF/ZIP URL) and proxy_url (rendered)) [Server current date: 2026-06-16 — treat this as today.]
filings_retrieve
ChatGPTRetrieve detailed information for a single filing by its ID. When to use this tool: Use to get full metadata for a single filing — source URL, PDF link, viewer URL, classification confidence, fiscal period. Call after filings_list when you need details beyond the list view. When NOT to use this tool: Don't use for the actual filing content — use filings_markdown_retrieve. Don't use to search for filings — use filings_list. Examples: - Show me the source PDF for this filing -> id=<filing_id> (Returns document (raw PDF/ZIP URL) and proxy_url (rendered)) [Server current date: 2026-06-26 — treat this as today.]
get_fr_filing_type_taxonomy
ChatGPTThe full 31-code filing-type taxonomy (codes + categories). Read before filtering filings by type — especially for ESG, governance, M&A, dividends, transcripts, or any type beyond 10-K / IR / ER / MDA / DIRS. [Server current date: 2026-06-16 — treat this as today.]
get_fr_filing_type_taxonomy
ChatGPTThe full 31-code filing-type taxonomy (codes + categories). Read before filtering filings by type — especially for ESG, governance, M&A, dividends, transcripts, or any type beyond 10-K / IR / ER / MDA / DIRS. [Server current date: 2026-06-26 — treat this as today.]
get_fr_industry_classification_isic
ChatGPTThe ISIC industry hierarchy (sections/divisions/groups/classes) and how to screen peers. Read for any sector, industry, or peer-comparison query, then screen with companies_list(sector=...). [Server current date: 2026-06-16 — treat this as today.]
get_fr_industry_classification_isic
ChatGPTThe ISIC industry hierarchy (sections/divisions/groups/classes) and how to screen peers. Read for any sector, industry, or peer-comparison query, then screen with companies_list(sector=...). [Server current date: 2026-06-26 — treat this as today.]
get_fr_markdown_fetch_strategy
ChatGPTWhen and how to fall back to filings_markdown_retrieve for values the normalized financials dataset doesn't carry, including processing_status gating and pagination. [Server current date: 2026-06-16 — treat this as today.]
get_fr_markdown_fetch_strategy
ChatGPTWhen and how to fall back to filings_markdown_retrieve for values the normalized financials dataset doesn't carry, including processing_status gating and pagination. [Server current date: 2026-06-26 — treat this as today.]
isins_list
ChatGPTSearch and resolve ISINs (International Securities Identification Numbers) to companies. [Server current date: 2026-06-16 — treat this as today.]
isins_list
ChatGPTSearch and resolve ISINs (International Securities Identification Numbers) to companies. [Server current date: 2026-06-26 — treat this as today.]
isins_retrieve
ChatGPTRetrieve details for a specific ISIN. When to use this tool: Use to resolve an ISIN (12-character code like US0378331005) to a company. Fastest path when the user provides an ISIN directly. When NOT to use this tool: Don't use for name or ticker lookups — use companies_list with the search parameter instead. Examples: - Look up US0378331005 -> id='US0378331005' (Returns the company associated with this ISIN) [Server current date: 2026-06-16 — treat this as today.]
isins_retrieve
ChatGPTRetrieve details for a specific ISIN. When to use this tool: Use to resolve an ISIN (12-character code like US0378331005) to a company. Fastest path when the user provides an ISIN directly. When NOT to use this tool: Don't use for name or ticker lookups — use companies_list with the search parameter instead. Examples: - Look up US0378331005 -> id='US0378331005' (Returns the company associated with this ISIN) [Server current date: 2026-06-26 — treat this as today.]
