Financial Research Example

A portable Agent Skill for company financials and market data. It routes finance-specific questions to the standard You.com MCP server’s you-finance tool, supplements narrative context with you-research when needed, and reports figures with periods and sources so stale data is visible.

What You’ll Build

A SKILL.md package for finance-specific research. The skill sends filings, fundamentals, market data, and ticker comparison requests to you-finance, supplements narrative context with you-research, and reports every figure with its period and source so stale numbers are visible.

When It Fires

The question is about filings, fundamentals, or market data for a named company or ticker.

Prerequisites

Install the Skill

1. Connect your agent harness to the You.com MCP server—see the MCP server guide.
2. Save the skill below as SKILL.md in your harness’s skills directory (or download it).
3. The agent invokes you-finance (and you-research for context) whenever the trigger fires.

The Skill

---
name: financial-research
description: Use when the user asks about company financials, filings, or market data - "pull X's fundamentals", "what did Y report", "compare these tickers". For finance topics specifically.
---
# Financial research (You.com)
## When This Fires
The question is about filings, fundamentals, or market data for a named
company or ticker.
## How to Retrieve
1. Call the standard You.com MCP server's `you-finance` tool. If it is not
   visible, tell the user to enable it with the MCP server `?tools=` parameter
   or `YDC_ALLOWED_TOOLS`.
2. For narrative context around the numbers, supplement with `you-research`.
3. Return figures with their reporting period and source. Flag anything stale.

Example Output

# Financial research: ACME
## Latest Reported Period
Fiscal Q2 2026.
## Key Figures
- Revenue: $1.42B, up 18% year over year.
- Gross margin: 64.1%, down 90 bps year over year.
Staleness check: figures are from the latest reported quarter available in the
retrieval results.
Sources:
[1] Company filing
[2] Earnings release

Next Steps