===> `situate(symbols=[symbol])` already returns this web (newest 12 nodes) PLUS
the ontology cards, cache state and an ordered plan — start there. Call this
tool directly for the FULL graph or a wider `window_days`, and pair every node
you chain off with get_event_ontology(event_type=node.type): the web says WHICH
event, the ontology says what it entails and what to do about it.
===> A FIRST-LINE TOOL FOR SINGLE-COMPANY QUESTIONS, not a specialist one. Reach
for it whenever the user asks what has been going on with a name ("catch me up on
WM", "what happened at NVDA this week", "anything I should know before
earnings?"), asks WHY the company looks the way it does ("why is the thesis
negative?", "what drove the downgrade?", "what changed?"), or whenever you are
about to aim a targeted `explore_data_catalogue`, `generate_report_for_stock`, or
`list_realtime_events` request at ONE symbol. Synchronous, cheap, and public —
one call turns "I'll guess which event types and dates matter" into "here are
the exact events, their timestamps, the tables that were written, and the call
that returns each full payload".
*** THE STANDARD PAIR: `get_company_snapshot` + THIS. *** They answer the two
halves of almost every company question and are usually called TOGETHER:
- `get_company_snapshot(symbol)` -> the WHAT. Where the company stands now:
thesis, fundamentals, technicals, ownership, grades. A settled position with
no account of how it got there.
- `get_company_event_web(symbol)` -> the WHY. The episode behind that position:
the earnings print, the 8-K, the transcript update, the rating action, the
13F refresh — in order, with edges saying how each relates.
Read them together: the snapshot for the current position, the web for the
sequence that explains it. A snapshot delivered alone reads as a verdict with no
evidence; this tool is the evidence. Conversely, do NOT use this tool to state
the company's current position — it carries headlines and pointers, not values.
When the two disagree, say so plainly rather than smoothing it over: the blocks
in a snapshot carry independent as-of dates, so an ownership or grade block can
predate anything in the window (widen `window_days` before concluding a snapshot
move is unexplained).
Returns:
{"symbol": ..., "as_of": ISO8601, "window_days": N,
"nodes": [...], "edges": [...], "market_context": [...]}
NODES — two kinds, newest first, each with a short id ("n1", "n2", ...):
- kind="event" — a published realtime event. Carries `type` (the event
type, e.g. "8k_release"), `family`, and a `fetch` hint
— the exact call that returns its FULL payload, e.g.
{"tool": "list_realtime_events", "event_type": "8k_release",
"related_endpoints": [...]}.
- kind="data_update" — a write to a backing table for activity that publishes
NO event at all (insider filings, 13F refreshes, IPO
calendar entries, Companies House events, transcript and
fundamentals analysis). Carries `relation` (the table
written); most also carry a `fetch` hint (a ready-made
`explore_data_catalogue` query for the underlying rows),
and on some relations the hint additionally carries
`signed_query_url` — see step 2 below.
Every node carries `at` (when the write/publish happened) and `headline` (ONE
line, truncated at 200 chars).
EDGES — {"from": "n3", "to": "n1", "via": <relation>, "cause": ...}, pointing
from the EARLIER node to the LATER one. `cause` is a confidence grade — respect it:
- "same_chain_run" — OBSERVED. One backend chain run produced both nodes.
- "lineage" — DECLARED. One wrote the table the other's event derives from.
- "co_occurrence" — TEMPORAL ONLY. Same company, same window, no known causal
path. Report these as "happened alongside", NEVER as caused-by.
HOW TO CHAIN (the point of this tool):
1. Walk the edges back from the newest node to reconstruct the episode, then
follow each event node's `fetch` to get the detail — e.g.
`list_realtime_events(event_type="8k_release", tickers=["WM"])`. Always narrow
by `tickers=[symbol]`; an unfiltered call re-pulls the entire cache.
2. When a `data_update` node's `fetch` carries `signed_query_url`, call
`get_signed_sql_drilldown` with it FIRST — zero planning, and it returns the
new record (`is_new_record: true`) plus the context rows to read it against.
That follow-up needs the user SIGNED IN (this tool does not); if it comes back
not-authenticated, the link is fine — say sign-in is needed for the rows and
fall back to an `explore_data_catalogue` query on the node's `relation`.
Otherwise use the node's `fetch` query if it has one, or its `relation` and
`at` to write a PRECISE `explore_data_catalogue` query ("insider filings for
WM since 2026-08-09", "13F position changes for WM in the last week")
instead of a vague one.
3. Feed the concrete events and dates into `explore_data_catalogue` /
`generate_research_report` so the analysis is scoped to what actually
happened; for the company's own report, `get_latest_report` renders the plan
saved from that event.
4. Nothing here is a full payload — a headline is a pointer, never the content.
Do not quote a headline as if it were the event.
`window_days` and `max_nodes` widen the look-back. Beyond the node cap, edges are capped per node (~3 same_chain_run, ~3
co_occurrence) and `market_context` — market-wide macro/economic-calendar nodes
that carry no ticker and so attach to no symbol — is capped at 5. A MISSING edge
is therefore not evidence that two things are unrelated.
Traps:
- `at` is a WRITE/PUBLISH time, not a business date. An earnings call date or
fiscal period end can be well before the node's timestamp — never report `at`
as the date the underlying event occurred.
- A "<table> refreshed for N symbols" node is universe-wide scheduled
maintenance rolled up, not company-specific signal.
- An empty web (`"degraded": true`, empty lists) means the graph has no rows for
that symbol in the window — NOT that nothing happened and NOT that the symbol
is uncovered. Say so, and fall back to `list_realtime_events` /
`explore_data_catalogue` rather than concluding it was a quiet week.
PUBLIC at the backend — no account, plan, or entitlement is needed, the same
posture as `get_company_snapshot`. (The MCP connection itself still carries the
client's OAuth session; that gate is transport-wide, not this tool's.)
Rate-limited 60/min.
Every node's `type`, `relation` and `family` are join keys into get_event_ontology:
call get_event_ontology(event_type=node.type) to learn what that node ENTAILS (the
tables now fresh, the events that should follow and how soon, where the payload
lives after the 12h cache, whether downstream tables have refreshed yet) before
chaining further calls off it. Web = what happened to THIS company; ontology = what
that KIND of thing means. Read them together.