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Build historical disclosure lineage

filedproof.build_disclosure_lineage
Read-onlyIdempotent

Build or reuse a persisted issuer/topic disclosure history from bounded SEC filings. Returns deterministic per-filing disclosure fingerprints and same-form transition edges with exact SEC evidence, so an upstream agent can inspect how disclosure evolved without reconstructing prior comparisons itself. Structural change is not a materiality judgment.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
itemNoOptional SEC filing item such as 1A or 7.
formsNoSEC forms to include. Defaults to 10-K and 10-Q. Same-form transitions are linked independently.
limitNoMaximum topic-relevant change evidence records retained per transition.
topicYesPublic-company disclosure topic whose filing-to-filing history should be accumulated, such as AI regulation, cybersecurity, or supply-chain concentration.
filingsNoMaximum filings to inspect in this invocation. Previously persisted lineage can contain more accumulated history.
historyNoUse bounded historical SEC submission archives when the durable catalog does not already provide enough history.
sectionNoOptional exact normalized section heading.
identifierYesTicker, CIK, or exact SEC company name.
comparisonLimitNoMaximum changed blocks inspected in each same-form structural comparison.
fingerprintLimitNoMaximum relevant evidence records used to fingerprint one filing.

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A3.7/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already cover read-only, idempotent, open-world and non-destructive traits, but the description adds meaningful context: history persistence/reuse, deterministic fingerprints, exact SEC evidence, and the important caveat that "structural change is not a materiality judgment." That caveat and the persistence semantics go beyond the structured fields.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Three front-loaded sentences that move from action, to output, to caveat. Dense but each clause carries information; no filler or repetition.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

With no output schema, the description carries the return-value burden and does so by naming fingerprints and transition edges. Combined with the materiality caveat and bounded-inspection framing, it is sufficiently complete for calling the tool correctly, though it does not elaborate on the persistence lifecycle.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 100%, so the ten parameters are fully documented in the schema itself. The description adds only the general issuer/topic framing and does not enrich individual parameter meaning, making the baseline 3 appropriate.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description gives a specific verb+resource: "build or reuse a persisted issuer/topic disclosure history from bounded SEC filings," and clarifies the output as per-filing fingerprints plus same-form transition edges. It implicitly separates itself from comparison siblings ("without reconstructing prior comparisons itself") but never names a specific sibling, so it stops short of a 5.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Usage is implied by the stated goal (an upstream agent inspecting how disclosure evolved) and the hint that it avoids rebuilding comparisons. However, there is no explicit when-to-use vs when-not guidance or named alternative among siblings like compare_filings, check_disclosure_changes, or build_disclosure_matrix.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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