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List saved financial models

list_financial_models

List caller-owned saved Google Sheets financial models before selecting one for human review.

When to use it

List caller-owned saved Google Sheets financial models before selecting one for human review.

Typical workflow

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

What it returns

User-scoped model summaries with status, pending review state, and nextAction web URLs.

Avoid using it when

Use get_sec_financial_model for public SEC history without saved workbook state.

Advanced input contract

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

View full registry notes

List the caller's Prism-saved financial models for a ticker. Results are user-scoped and include workbook status plus a human-facing nextAction URL for creating or reviewing updates. Use when: List caller-owned saved Google Sheets financial models before selecting one for human review. Avoid when: Use get_sec_financial_model for public SEC history without saved workbook state.

View JSON Schema
{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "minLength": 1,
      "maxLength": 24,
      "pattern": "^[A-Za-z0-9.-]+$"
    }
  },
  "required": [
    "ticker"
  ],
  "additionalProperties": false
}

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