Get Financials

Pull the latest annual accounts and extract headline numbers.

When to use

• "What was Microsoft Ltd's revenue last year?"
• "How profitable is Acme Trading?"
• "Pull Tesla Limited's most recent annual report."
• "EBITDA or total assets of company SIREN 552081317?"

When NOT to use

• User wants ALL filings (not just accounts) → get-filings
• User wants a non-accounts filing (officer change, charge, resolution) → get-filings then fetch the specific doc
• User wants directors / shareholders → those have dedicated skills

Example

What was Microsoft Ltd's revenue last year? Company is GB 01624297.
Pull the last 3 years of Samsung Electronics accounts (KR).

Workflow

1. If user only gave a name, run find-company first.

2. list_filings({ jurisdiction, company_id, category: "accounts", limit: 3 })
     → capture document_id of the most recent (or top N for multi-year)

3. get_document_metadata({ jurisdiction, document_id })
     → check size + available_formats before fetching

4. fetch_document({ jurisdiction, document_id })
     - kind='embedded': bytes_base64 is the full doc; read directly
     - kind='resource_link': oversized PDF. Use get_document_navigation to find
       the relevant section, then re-call fetch_document(pages='N-M', format='pdf')

5. EXTRACT from the bytes (record the XBRL concept URI for each figure when present):
     - Revenue / Turnover
     - Operating profit, PBT, Net income
     - Total assets, Equity, Cash
     - Average employees, Dividends declared
     - Going-concern note, qualified audit opinion flag

6. REPORT (tabular):
     - Concept | Value | Currency | Year | document_id | page
     - Cite document_id + page number on every figure.

Edge cases

• Paywalled body (has_document: false or empty available_formats): surface the upstream's purchase link, do not fabricate numbers.
• Scanned PDF (text_layer='none'): OCR may be poor. Prefer format='png' per page; warn the user that figures need manual verification.
• Micro-entity exemption (GB): small companies file abridged accounts with no P&L. Surface this scope honestly.
• Currency / scale: record currency code and whether amounts are in thousands / millions.
• No memory fallback: if fetch_document fails (rate-limit / 5xx / timeout), do NOT fill in numbers from training data. Tell the user what failed and offer retry or source_url_official.
• iXBRL navigation aids are not citations: never cite a snippet from get_document_navigation; always quote from the actual fetched page bytes.