| name | gatedata-fundamentals-earnings |
| version | 2026.8.25 |
| updated | 2026-08-25 |
| description | GateData fundamentals & earnings via MCP fundamentals_query and estimates_earnings_query: company profiles, statements, metrics, segments, corporate actions, crypto tokenomics/supply, earnings calendar/results/consensus. Triggers on 'earnings', 'EPS', 'revenue', 'consensus', 'balance sheet', 'tokenomics', '财报', '业绩', '营收', '代币经济'. |
GateData Fundamentals & Earnings
General Rules
⚠️ STOP — Read gatedata-runtime-rules.md first.
- MCP server:
GateData (production)
- Scopes required:
fundamentals (for fundamentals_query) and earnings (for estimates_earnings_query)
- Also useful:
assets only when calling assets_resolve first — install path /mcp/assets ≠ scope assets
- Plan: fundamentals/earnings need Pro or Enterprise
- Tools:
fundamentals_query and estimates_earnings_query. Use gatedata-assets-resolve first when the entity is ambiguous.
Which tool
| User intent | Tool | Call |
|---|
| Company profile / business overview | fundamentals_query | task: profile (alias: company_profile) |
| Income statement / balance sheet / cash flow | fundamentals_query | task: statements + statement_type (alias: financial_statements) |
| Financial metrics | fundamentals_query | task: metrics + metric_set (alias: financial_metrics) |
| Revenue segments | fundamentals_query | task: segments + segment_type |
| Dividends, splits, buybacks, mergers, redemptions | fundamentals_query | task: corporate_actions + action_type |
| Crypto tokenomics | fundamentals_query | task: tokenomics |
| Crypto supply metrics | fundamentals_query | task: supply |
| Fundamentals overview | fundamentals_query | task: summary |
| Earnings dates / calendar | estimates_earnings_query | task: calendar + window |
| Reported results & surprises | estimates_earnings_query | task: results |
| Analyst consensus (EPS, revenue…) | estimates_earnings_query | task: consensus + estimate_metric |
Earnings public tasks only: auto | calendar | results | consensus.
Do not call (rejected / not in this release):
| Tool | Task | Why |
|---|
estimates_earnings_query | ratings, summary, transcript, guidance | Rejected — not advertised on tools/list; invoke returns unsupported |
fundamentals_query | valuation_metrics | Out of crawl MVP / weak |
fundamentals_query | signals | Not ready — avoid; use metrics |
Do not use task: auto when the user asks for company guidance or earnings-call transcripts. Those tasks are not public — call explicit live tasks: results or consensus, and tell the user full guidance/transcript payloads are unavailable.
estimate_metric: guidance ≠ task: guidance — the former is only a consensus metric filter on task: consensus. Never call task: guidance.
Do not use for live prices / klines → gatedata-market-research.
Do not use for news headlines / sentiment → gatedata-signals-news.
Do not use for analyst ratings / target prices — not in this release; tell the user clearly.
Equity company profile / background language belongs on fundamentals_query task: profile, not assets_resolve profile (assets profile = object metadata only).
Key parameters
fundamentals_query:
query or entity_id / asset_id (preferred for company data)statement_type: income_statement | balance_sheet | cash_flowperiod_type: annual | quarterly | ttmwindow: latest | 30d | 90d | latest_fiscal_year | last_3y | custom (+ from/to)metric_set: valuation | profitability | growth | leverage | liquidity | dividendsegment_type: business | product | industry | geography | …action_type: dividend | split | buyback | merger | listing_change | redemption- Prefer
market / context.market as StandardMarket (us_equity, hk_equity, crypto, …)
estimates_earnings_query:
query; entity_id preferred for calendar / results / consensuswindow: latest | next_30d | next_90d | previous_quarter | fy_current | customperiod_type: quarterly | annual | ttm; fiscal_period for a specific quarterestimate_metric: eps | revenue | forward_eps | ebitda | gross_margin | guidance — use with task: consensus only when filtering metrics
object_refs chaining
- Resolve the company once (via
query or assets_resolve), then reuse metadata.object_refs / entity_id.
- If
assets_resolve returns HTTP 200 with resolution_status=ambiguous and data[] candidates — ask the user to pick; do not treat as a tool error.
- Typical chain:
estimates_earnings_query (task: calendar) → (task: results) → market_data_query (task: kline) for price reaction; or → fundamentals_query (task: statements) for deeper financials.
- Fundamentals + earnings for the same company can share
entity_id.
Coverage & caveats
- Equity coverage focuses on US (MVP), with HK expanding.
- Crypto
tokenomics / supply come from Tokenomist DWS — state gaps when thin.
- Scope denied → need
fundamentals and/or earnings on the API key (not assets).
- Plan entitlement denied → upgrade to Pro/Enterprise.
Response presentation
- Always cite the fiscal period (e.g. FY2026 Q2) and report date.
- For surprises, show actual vs consensus and the delta.
- If results include company-reported guidance fields, distinguish them from analyst consensus; do not invent transcript text.
References
