Financial Research Skill

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

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---
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name: financial-research
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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.
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---
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# Financial research (You.com)
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## When this fires
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The question is about filings, fundamentals, or market data for a named
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company or ticker.
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## How to retrieve
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1. Call the standard You.com MCP server's `you-finance` tool. If it is not
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   visible, tell the user to enable it with the MCP server `?tools=` parameter
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   or `YDC_ALLOWED_TOOLS`.
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2. For narrative context around the numbers, supplement with `you-research`.
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3. Return figures with their reporting period and source. Flag anything stale.

Example Output

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

Next Steps