Docs/Sources/Earnings Grounding Data for AI Agents

Earnings Grounding Data for AI Agents

Get All Company Financial Statements in One Call

OperationalCredits 6 per callp50 438msFinance

Overview

Earnings Report works by aggregating and normalizing SEC EDGAR financial filings (10-Q and 10-K) for US public companies into one combined view. The data includes revenue, net income, EPS, assets, liabilities, cash flow and margins. Use this endpoint when you want the full picture in one request; use the dedicated Income Statement, Balance Sheet, Cash Flow or Financial Ratios APIs when you only need one statement. Data is refreshed continuously from official SEC filings.

Live Test Earnings Grounding Data for AI Agents Source →

The tool

Once your client is connected to the VerveContext server, this appears in its tool list as EarningsGroundingDataforAIAgents. It is read-only and open-world — it fetches and never mutates anything on your side — so most clients call it without asking you to confirm.

Tool call
{
  "name": "EarningsGroundingDataforAIAgents",
  "arguments": {
    "ticker": "ADBE"
  }
}

You do not name the tool yourself; the model picks it. Asking about ADBE in the terms this source covers is enough for it to reach for EarningsGroundingDataforAIAgents on its own — naming it explicitly also works, and is the way to force the call.

Connecting

One server URL covers every source in the catalog, including this one. Authorization is OAuth: the client opens a browser once, and there is no key to paste into a config file.

{
  "mcpServers": {
    "vervecontext": {
      "url": "https://api.vervecontext.com/v1/mcp"
    }
  }
}

Per-client setup — Claude, Cursor, VS Code, ChatGPT — is on the MCP setup page.

Arguments

These are the properties on the tool's inputSchema, so a well-behaved client validates them before the call is made. Premium arguments are accepted on every plan but only take effect on plans that include them.

ArgumentTypeDescription
tickerRequiredstringStock ticker symbol (e.g. AAPL, MSFT, ADBE)
length 1–5
yearOptionalPremiumintegerFiscal year to retrieve. Defaults to latest available.
range 2000–2030
quarterOptionalPremiumintegerFiscal quarter to retrieve. Defaults to latest available.
range 1–4

What the model gets back

The result carries a structuredContent object matching the tool's declared outputSchema, so a client reads fields without parsing prose. status is "ok" and error is null on success; a null field means the value was not available for that input, not that the call failed.

Result
{
  "status": "ok",
  "error": null,
  "data": {
    "ticker": "ADBE",
    "company": "ADOBE INC.",
    "cik": "0000796343",
    "fiscalYear": 2026,
    "fiscalQuarter": 2,
    "filingType": "10-Q",
    "filingDate": "2026-06-15",
    "periodEnd": "2026-05-29",
    "income": {
      "revenue": 6618000000,
      "costOfRevenue": 715000000,
      "grossProfit": 5903000000,
      "operatingIncome": 2238000000,
      "netIncome": 1712000000,
      "eps": 4.25,
      "epsBasic": 4.26,
      "sharesOutstanding": 402500000,
      "sharesOutstandingBasic": 402400000,
      "researchAndDevelopment": null,
      "sellingAndMarketing": 1884000000,
      "sellingGeneralAndAdmin": null,
      "generalAndAdmin": 546000000,
      "interestExpense": null,
      "incomeTax": 526000000,
      "depreciation": 367000000,
      "stockBasedCompensation": 1043000000
    },
    "balance": {
      "totalAssets": 29933000000,
      "currentAssets": 9068000000,
      "cash": 4919000000,
      "receivables": 1993000000,
      "inventory": null,
      "propertyAndEquipment": 1870000000,
      "goodwill": 14041000000,
      "intangibles": 1012000000,
      "totalLiabilities": 18415000000,
      "currentLiabilities": 12078000000,
      "accountsPayable": 499000000,
      "longTermDebt": 4802000000,
      "equity": 11518000000,
      "retainedEarnings": 48767000000
    },
    "cashFlow": {
      "operatingCashFlow": 5123000000,
      "capitalExpenditures": 95000000,
      "freeCashFlow": 5028000000,
      "investingCashFlow": -1240000000,
      "financingCashFlow": -4399000000,
      "dividendsPaid": null,
      "shareRepurchases": 4589000000
    },
    "dividends": null,
    "lastUpdated": "2026-07-17T23:01:47.364Z",
    "metrics": {
      "grossMargin": 89.2,
      "operatingMargin": 33.82,
      "netMargin": 25.87,
      "revenueFormatted": "$6.62B"
    }
  }
}

Response fields

Paths are relative to data. Premium fields are absent rather than zeroed on plans that do not include them, so check for presence instead of comparing to 0.

FieldTypeExampleDescription
tickerstringADBEStock ticker symbol for the company
companystringADOBE INC.Official registered name of the company
cikstring0000796343SEC Central Index Key unique identifier
fiscalYearnumber2026Fiscal year of the reporting period
fiscalQuarternumber2Fiscal quarter number (1-4)
filingTypePremiumstring10-QSEC filing type (10-Q, 10-K, etc.)
filingDatestring2026-06-15Date when SEC filing was submitted
periodEndstring2026-05-29End date of the reporting period
incomeobject{…}Income statement figures for the period
income.revenuePremiumnumber6618000000Total revenue in dollars (derived total)
income.costOfRevenuenumber715000000Direct costs of producing goods sold
income.grossProfitnumber5903000000Gross profit calculated from revenue
income.operatingIncomenumber2238000000Income from normal business operations
income.netIncomePremiumnumber1712000000Bottom-line profit after all expenses
income.epsPremiumnumber4.25Earnings per share (diluted)
income.epsBasicnumber4.26Basic earnings per share calculation
income.sharesOutstandingPremiumnumber402500000Diluted shares outstanding (in millions)
income.sharesOutstandingBasicnumber402400000Basic shares outstanding (in millions)
income.researchAndDevelopmentobjectnullResearch and development expenses
income.sellingAndMarketingnumber1884000000Sales and marketing operational expenses
income.sellingGeneralAndAdminobjectnullSelling, general administrative expenses
income.generalAndAdminnumber546000000General and administrative expenses
income.interestExpenseobjectnullInterest expense on debt obligations
income.incomeTaxnumber526000000Income tax expense for the period
income.depreciationnumber367000000Depreciation of fixed assets
income.stockBasedCompensationnumber1043000000Stock-based employee compensation expense
balanceobject{…}Balance sheet figures for the period
balance.totalAssetsPremiumnumber29933000000All assets owned by the company
balance.currentAssetsnumber9068000000Assets convertible to cash within year
balance.cashnumber4919000000Cash and cash equivalents balance
balance.receivablesnumber1993000000Amounts customers owe the company
balance.inventoryobjectnullUnsold goods available for sale
balance.propertyAndEquipmentnumber1870000000Fixed assets and equipment value
balance.goodwillPremiumnumber14041000000Intangible value from acquisitions
balance.intangiblesnumber1012000000Intangible assets like patents
balance.totalLiabilitiesPremiumnumber18415000000All obligations owed by company
balance.currentLiabilitiesnumber12078000000Liabilities due within twelve months
balance.accountsPayablenumber499000000Amounts company owes to suppliers
balance.longTermDebtPremiumnumber4802000000Debt obligations due after one year
balance.equitynumber11518000000Shareholders equity total value
balance.retainedEarningsnumber48767000000Cumulative profits retained in business
cashFlowobject{…}Cash flow statement figures for the period
cashFlow.operatingCashFlowPremiumnumber5123000000Cash generated from operations
cashFlow.capitalExpendituresnumber95000000Spending on long-term assets purchase
cashFlow.freeCashFlowPremiumnumber5028000000Cash available after capital expenses
cashFlow.investingCashFlownumber-1240000000Cash flow from investment activities
cashFlow.financingCashFlownumber-4399000000Cash flow from financing activities
cashFlow.dividendsPaidobjectnullDividends paid to shareholders
cashFlow.shareRepurchasesnumber4589000000Cash spent buying back company shares
dividendsobjectnullDividends declared for the period; null when none were
lastUpdatedstring2026-07-17T23:01:47.364ZISO timestamp of data last update
metricsobject{…}Margins and ratios derived from the statements
metrics.grossMarginPremiumnumber89.2Gross profit margin percentage
metrics.operatingMarginPremiumnumber33.82Operating income margin percentage
metrics.netMarginPremiumnumber25.87Net income margin percentage
metrics.revenueFormattedPremiumstring$6.62BRevenue formatted with suffix (M/B)

Why ground on it

A model can produce something that looks like this answer from its training data, and be confidently out of date or simply wrong. This source returns the current value in a shape you can check, which is the difference between an answer you can cite and one you have to hedge.

Point an evaluation at company: it is the field most worth pinning a claim to, and it is either present and current or absent — never plausibly invented.

Failure modes

Errors come back as tool errors carrying a sentence the model can act on, not a bare status code. Error handling covers the full list.

StatusWhat it means
400 / 422The arguments did not validate. The message names the offending one.
401The OAuth session is invalid or expired — reconnect the server.
403Blocked by a key restriction or an IP allow-list. Never a bad identity.
404This source is not part of VerveContext. Check the catalog.
429Out of credits, or a brief rate limit. The message tells them apart.

A call costs 6 credits each time the tool actually runs; a model that reasons about the tool without calling it costs nothing.

Use cases

Equity Research Portals
Equity research portals screen public stocks by pairing basic earnings per share, gross profit, and operating income to highlight firms with rising operational profitability.
Corporate Loan Underwriting
When evaluating commercial borrowers, underwriters inspect cash balances, current liabilities, and accounts payable to verify short-term liquidity before approving revolving credit lines.
Quarterly News Alerts
To publish quarterly market roundups, news desks extract cost of revenue, research spending, and share repurchase totals as soon as corporate filings clear.
Vendor Solvency Audits
Audit critical suppliers by checking inventory holdings, capital expenditure commitments, and dividend declarations before negotiating multi-year procurement deals.

Other ways to use Earnings Grounding Data for AI Agents

Set up Earnings Grounding Data for AI Agents on VerveContext, or reach the same source a different way. Your VerveContext account and credits work on all of them — one key, one balance.

Call it as a REST APIOne HTTPS endpoint and an x-api-key header, with SDKs for Node, Python and .NET.APIVerve →Reference →
Give it to an AI agentConnect over MCP and your agent calls it as a native tool — Claude, Cursor, ChatGPT.VerveKit →Reference →
Google Sheets or ExcelA =VERVE() formula fills a column — no script, no export, recalculates in place.VerveSheets →Reference →

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