Income Statement Grounding DataIncome Statement Grounding Data

OnlineCredit Usage:1 per callTool:IncomeStatementGroundingData

The tool

Ground enterprise agents in verifiable SEC income statement data — revenue, operating income, net income and margins — so P&L answers cite real 10-K numbers.

Once your client is connected to the VerveContext MCP server, this appears in its tool list as IncomeStatementGroundingData. 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.

Tool call
{
  "name": "IncomeStatementGroundingData",
  "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 IncomeStatementGroundingData 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.

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

Per-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.

ArgumentTypeExampleDescription
tickerRequiredstringAAPLStock ticker symbol (e.g. AAPL, MSFT, ADBE)
yearPremiumintegerFiscal year to retrieve. Defaults to latest available.
quarterPremiumintegerFiscal 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.

Result
{
  "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",
    "income": {
      "revenue": 416161000000,
      "costOfRevenue": 220960000000,
      "grossProfit": 195201000000,
      "operatingIncome": 133050000000,
      "netIncome": 112010000000,
      "eps": 7.46,
      "epsBasic": 7.49,
      "sharesOutstanding": 15004697000,
      "sharesOutstandingBasic": 14948500000,
      "researchAndDevelopment": 34550000000,
      "sellingGeneralAndAdmin": 27601000000,
      "interestExpense": null,
      "incomeTax": 20719000000,
      "depreciation": 11698000000,
      "stockBasedCompensation": 12863000000
    },
    "margins": {
      "grossMargin": 46.91,
      "operatingMargin": 31.97,
      "netMargin": 26.92,
      "effectiveTaxRate": 15.57
    },
    "growth": {
      "revenueYoY": 6.43,
      "netIncomeYoY": 19.5,
      "epsYoY": 22.7
    },
    "formatted": {
      "revenue": "$416.16B",
      "grossProfit": "$195.20B",
      "operatingIncome": "$133.05B",
      "netIncome": "$112.01B"
    }
  }
}

Fields

Fields marked Premium need a paid plan. On a plan without them the key is absent rather than wrong, so a model never reasons over a substituted value.
FieldTypeExampleDescription
tickerstringAAPLStock ticker symbol for the company
companystringApple Inc.Official registered name of the company
cikstring0000320193SEC Central Index Key unique identifier
fiscalYearnumber2025Fiscal year of the reporting period
fiscalQuarternumber4Fiscal quarter number (1-4)
filingTypePremiumstring10-KSEC filing type (10-Q, 10-K)
filingDatestring2025-10-31Date the SEC filing was submitted
periodEndstring2025-09-27End date of the reporting period
incomeobject{…}
income.revenuePremiumnumber416161000000Total revenue for the period
income.costOfRevenuenumber220960000000Direct costs of producing goods sold
income.grossProfitnumber195201000000Revenue minus cost of revenue
income.operatingIncomenumber133050000000Income from normal business operations
income.netIncomePremiumnumber112010000000Bottom-line profit after all expenses
income.epsPremiumnumber7.46Diluted earnings per share
income.epsBasicnumber7.49Basic earnings per share
income.sharesOutstandingPremiumnumber15004697000Diluted weighted-average shares outstanding
income.sharesOutstandingBasicnumber14948500000Basic weighted-average shares outstanding
income.researchAndDevelopmentnumber34550000000Research and development expenses
income.sellingGeneralAndAdminnumber27601000000Selling, general and administrative expenses
income.interestExpenseobjectnullInterest expense on debt obligations
income.incomeTaxnumber20719000000Income tax expense for the period
income.depreciationnumber11698000000Depreciation and amortization
income.stockBasedCompensationnumber12863000000Stock-based employee compensation expense
marginsobject{…}
margins.grossMarginPremiumnumber46.91Gross profit as a percentage of revenue
margins.operatingMarginPremiumnumber31.97Operating income as a percentage of revenue
margins.netMarginPremiumnumber26.92Net income as a percentage of revenue
margins.effectiveTaxRatePremiumnumber15.57Income tax as a percentage of pre-tax income
growthobject{…}
growth.revenueYoYPremiumnumber6.43Revenue growth versus the same period last year (percent)
growth.netIncomeYoYPremiumnumber19.5Net income growth versus the same period last year (percent)
growth.epsYoYPremiumnumber22.7EPS growth versus the same period last year (percent)
formattedobject{…}
formatted.revenuePremiumstring$416.16BRevenue formatted with a T/B/M suffix
formatted.grossProfitPremiumstring$195.20BGross profit formatted with a T/B/M suffix
formatted.operatingIncomePremiumstring$133.05BOperating income formatted with a T/B/M suffix
formatted.netIncomePremiumstring$112.01BNet income 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.

StatusWhat it means
400 / 422The arguments didn't validate. The message names the offending one.
401The OAuth session is invalid or expired — reconnect the server.
403Out of credits. Not a bad key — the month's allowance is spent.
404This source isn't part of VerveContext. Check the catalog.
429Brief rate limit. Retrying after a moment succeeds.

Other ways to use Income Statement Grounding Data

Set up Income Statement 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.

Call it as a REST APIOne HTTPS endpoint and an X-API-Key header, with SDKs for Node, Python and .NET.APIVerveReference →
Give it to an AI agentConnect over MCP and your agent calls it as a native tool — Claude, Cursor, ChatGPT.VerveKitReference →
Use it in Google Sheets or ExcelA =VERVE() formula fills a column — no script, no export, recalculates in place.VerveSheetsReference →

Frequently asked questions

Do I have to tell the agent to use IncomeStatementGroundingData?

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.

What's Next?

Continue your journey with these recommended resources

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