ToolRead

Get saved financial model

get_financial_model

Read one caller-owned financial model and its pending review state.

When to use it

Read one caller-owned financial model and its pending review state.

Typical workflow

Use company context first, then thesis, claims, reviews, and evidence gaps.

What it returns

User-scoped model data, workbook status, revisions, pending changes, and nextAction web URL.

Avoid using it when

Do not treat this read-only result or nextAction URL as authorization to write or apply updates.

Advanced input contract

Agent hosts use this JSON Schema to validate the exact input shape.

View full registry notes

Read one caller-owned Prism financial model, its SEC-backed data, workbook status, revision history, and any pending reviewed update. This tool never creates or applies a workbook change. Use when: Read one caller-owned financial model and its pending review state. Avoid when: Do not treat this read-only result or nextAction URL as authorization to write or apply updates.

View JSON Schema

{
  "type": "object",
  "properties": {
    "modelId": {
      "type": "string",
      "format": "uuid"
    }
  },
  "required": [
    "modelId"
  ],
  "additionalProperties": false
}