Balance Sheet Grounding Data
The tool
Ground enterprise agents in verifiable SEC balance sheet data — assets, liabilities, equity and solvency ratios — so financial-position answers cite real 10-K numbers.
Once your client is connected to the VerveContext MCP server, this appears in its tool list as BalanceSheetGroundingData. It is read-only and open-world: it fetches, it never mutates anything on your side, so most clients will call it without asking you to confirm.
{
"name": "BalanceSheetGroundingData",
"arguments": {
"ticker": "AAPL"
}
}What that looks like in a conversation
You don't name the tool — the model picks it. Asking about AAPL in the terms this source covers is enough for it to reach for BalanceSheetGroundingData on its own.
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"
}
}
}https://api.vervecontext.com/v1/mcpPer-client setup — Claude Desktop, 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.
| Argument | Type | Example | Description |
|---|---|---|---|
tickerRequired | string | AAPL | Stock ticker symbol (e.g. AAPL, MSFT, ADBE) |
yearPremium | integer | — | Fiscal year to retrieve. Defaults to latest available. |
quarterPremium | integer | — | Fiscal quarter to retrieve. Defaults to latest available. |
What the model gets back
The result carries a structuredContent object matching the tool's declared outputSchema, so a client can read fields without parsing prose. status is "ok" on success and error is null; a null field means the value wasn't available for that input, not that the call failed.
{
"status": "ok",
"error": null,
"data": {
"ticker": "AAPL",
"company": "Apple Inc.",
"cik": "0000320193",
"fiscalYear": 2025,
"fiscalQuarter": 4,
"filingType": "10-K",
"filingDate": "2025-10-31",
"periodEnd": "2025-09-27",
"balance": {
"totalAssets": 359241000000,
"currentAssets": 147957000000,
"cash": 35934000000,
"receivables": 39777000000,
"inventory": 5718000000,
"propertyAndEquipment": 49834000000,
"goodwill": null,
"intangibles": null,
"totalLiabilities": 285508000000,
"currentLiabilities": 165631000000,
"accountsPayable": 69860000000,
"longTermDebt": 78328000000,
"equity": 73733000000,
"retainedEarnings": -14264000000
},
"ratios": {
"currentRatio": 0.89,
"quickRatio": 0.86,
"cashRatio": 0.22,
"workingCapital": -17674000000,
"debtToEquity": 3.87,
"debtToAssets": 0.79,
"longTermDebtToEquity": 1.06,
"equityMultiplier": 4.87
},
"formatted": {
"totalAssets": "$359.24B",
"totalLiabilities": "$285.51B",
"equity": "$73.73B",
"workingCapital": "-$17.67B"
}
}
}Fields
| Field | Type | Example | Description |
|---|---|---|---|
ticker | string | Stock ticker symbol for the company | |
company | string | Official registered name of the company | |
cik | string | SEC Central Index Key unique identifier | |
fiscalYear | number | Fiscal year of the reporting period | |
fiscalQuarter | number | Fiscal quarter number (1-4) | |
filingTypePremium | string | SEC filing type (10-Q, 10-K) | |
filingDate | string | Date the SEC filing was submitted | |
periodEnd | string | End date of the reporting period | |
balance | object | ||
└ balance.totalAssetsPremium | number | All assets owned by the company | |
└ balance.currentAssets | number | Assets convertible to cash within a year | |
└ balance.cash | number | Cash and cash equivalents balance | |
└ balance.receivables | number | Amounts customers owe the company | |
└ balance.inventory | number | Unsold goods available for sale | |
└ balance.propertyAndEquipment | number | Net property, plant and equipment | |
└ balance.goodwillPremium | object | Intangible value from acquisitions | |
└ balance.intangibles | object | Intangible assets excluding goodwill | |
└ balance.totalLiabilitiesPremium | number | All obligations owed by the company | |
└ balance.currentLiabilities | number | Liabilities due within twelve months | |
└ balance.accountsPayable | number | Amounts the company owes suppliers | |
└ balance.longTermDebtPremium | number | Debt obligations due after one year | |
└ balance.equity | number | Total shareholders' equity | |
└ balance.retainedEarnings | number | Cumulative profits retained in the business | |
ratios | object | ||
└ ratios.currentRatioPremium | number | Current assets divided by current liabilities | |
└ ratios.quickRatioPremium | number | Current assets less inventory over current liabilities | |
└ ratios.cashRatioPremium | number | Cash over current liabilities | |
└ ratios.workingCapitalPremium | number | Current assets minus current liabilities | |
└ ratios.debtToEquityPremium | number | Total liabilities over shareholders' equity | |
└ ratios.debtToAssetsPremium | number | Total liabilities over total assets | |
└ ratios.longTermDebtToEquityPremium | number | Long-term debt over shareholders' equity | |
└ ratios.equityMultiplierPremium | number | Total assets over shareholders' equity | |
formatted | object | ||
└ formatted.totalAssetsPremium | string | Total assets formatted with a T/B/M suffix | |
└ formatted.totalLiabilitiesPremium | string | Total liabilities formatted with a T/B/M suffix | |
└ formatted.equityPremium | string | Equity formatted with a T/B/M suffix | |
└ formatted.workingCapitalPremium | string | Working capital formatted with a T/B/M suffix |
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 with 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 with a sentence the model can act on, not a bare status code.
| Status | What it means |
|---|---|
400 / 422 | The arguments didn't validate. The message names the offending one. |
401 | The OAuth session is invalid or expired — reconnect the server. |
403 | Out of credits. Not a bad key — the month's allowance is spent. |
404 | This source isn't part of VerveContext. Check the catalog. |
429 | Brief rate limit. Retrying after a moment succeeds. |
Other ways to use Balance Sheet Grounding Data
Set up Balance Sheet Grounding Data on VerveContext, or reach the same source a different way. Your VerveContext account and credits work on all of them — one key, one balance.
Frequently asked questions
Do I have to tell the agent to use BalanceSheetGroundingData?
No. The tool's name and description are in the model's context once the server is connected, so it selects the tool when the question calls for it. Naming it explicitly works too and is useful when you want to force the call.
Does connecting the server expose every tool at once?
Yes — one connection lists the whole VerveContext catalog. Clients with a tool budget can usually filter the list; the credit cost is per call, so an unused tool costs nothing.
What does a call cost?
1 credit each time the tool actually runs. A model that reasons about the tool without calling it costs nothing.
Is there a REST version of this?
Yes — the same source is available as a plain HTTPS endpoint on APIVerve, linked above. Same data, same credits, same account.