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Calera FINSEC — Certified SEC Memory

Get Certified SEC Valuation Pack

valuation_inputs
Read-only

Certified SEC/EDGAR valuation inputs pack (12 packs including dcf_valuation_inputs historical FCF). Not market EV, P/E, trading DCF, or macro gauges (Buffett Indicator / CAPE).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
packYesCertified SEC valuation pack ID (equity_screen, ev_bridge, quality_of_earnings, segment_mix, returns_screen, leverage_screen, piotroski_f, altman_z_prime, beneish_m_score, dupont_5step, working_capital_efficiency, dcf_valuation_inputs)
periodNoOptional reporting period, e.g. FY2023, Q3 FY2023. Defaults to FY2023 if omitted.
companyYesCompany ticker or name, e.g. AAPL, TSLA, MSFT
low_tokensNoOptional. When true, returns compact JSON schema.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
stNoCompact status indicator (OK | REFUSE)
perNoCompact period string
valNoCompact numeric value
hashNoCryptographic filing audit hash
cellsNoValuation pack verified cells dictionary
valueNoVerified financial metric numeric value or computed arithmetic result
periodNoFiscal reporting period
reasonNoExplanation when SAFE_REFUSAL is returned
statusNoVerification status: VERIFIED_SUCCESS | SAFE_REFUSAL | COMPLETE | OK
companyNoCompany name or ticker symbol
conceptNoUS-GAAP / XBRL financial concept
operandsNoUnderlying verified metric operands with accessions
formattedNoFormatted monetary or percentage string
provenanceNoSEC EDGAR filing provenance details

TDQS

A4/5.0
Behavior3/5

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

The 'readOnlyHint' annotation already tells the agent this is a read-only operation, so the description doesn't need to restate that. The description adds useful context about the scope (SEC data, not market data) and the 12-pack structure. No contradictions with annotations are present.

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

Conciseness5/5

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

The description is two concise sentences with no fluff. The first sentence establishes the core value (certified packs, with an example), and the second sentence clarifies exclusions. Every word earns its place.

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?

The tool has 4 parameters (all described in schema), an output schema, and strong annotations. The description adequately covers the domain and exclusions. It doesn't explain the return format, but that's covered by the output schema. Minor gap: it doesn't clarify that 'period' is optional, but the schema does.

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 coverage is 100%, and all parameters are described clearly in the schema. The description doesn't add new meaning beyond stating the packs are 'certified' and listing 'dcf_valuation_inputs historical FCF' as an example. Baseline 3 is appropriate since the schema already does the heavy lifting.

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

Purpose5/5

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

The description clearly states the tool retrieves certified SEC/EDGAR valuation input packs and explicitly lists 12 packs including 'dcf_valuation_inputs historical FCF'. It distinguishes itself from siblings by specifying what it does NOT provide ('Not market EV, P/E...'), helping an agent differentiate it from nearby tools like 'query_sec_metric_exact' or 'lattice_arith_evaluate'.

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

Usage Guidelines4/5

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

The description tells the agent when to use this tool—for certified SEC valuation packs—and crucially, what not to use it for (market EV, P/E, trading DCF, macro gauges). This is strong guidance. However, it doesn't mention alternatives explicitly (e.g., 'use query_sec_metric_exact for single metrics'), so it falls just short of a 5.

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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TDQS

A3.9/5.0
Disambiguation4/5

Most tools have distinct purposes: CAGR calculation, general algebraic solving, metric querying, sector peer retrieval, and valuation inputs. However, `query_financial_sec` and `query_sec_metric_exact` overlap significantly in returning verified SEC facts, potentially causing confusion about which to use for a given retrieval need.

Naming Consistency3/5

Tool names use mixed prefixes: `query_` for three tools, but `compute_`, `lattice_arith_`, `valuation_`, and `vln_` for others. No single verb-noun pattern is maintained across the set, though names are still readable and descriptive.

Tool Count5/5

Seven tools is a well-scoped number for a specialized financial data server. Each tool serves a clear function without redundancy, and the count is neither too thin nor too heavy for the domain of certified SEC metrics and arithmetic.

Completeness5/5

The tool surface covers the full lifecycle of querying certified SEC data, performing deterministic calculations, retrieving sector peers, and obtaining valuation inputs. An overview tool helps agents understand capabilities. No obvious gaps are present for the stated purpose.