Skip to main content
Glama

Valuein — SEC EDGAR Fundamentals & Smart-Money Data

Compare Financial Periods

compare_periods
Read-onlyIdempotent

Compare a company's core financial metrics across two fiscal periods side-by-side. Shows absolute and percentage changes with significance classification (minor < 5%, notable 5–15%, significant > 15%). The response includes a material_changes count: this is the number of metrics whose significance ∈ {notable, significant} (i.e. absolute percentage change > 5%). Use it as a quick scalar to triage filings — anything > ~3 typically signals a material event worth deeper review. Use period format: 'FY2024' for annual, 'Q1-2024' for quarterly. Pass period_a as the EARLIER period and period_b as the LATER one — if you invert them the server auto-swaps and sets swapped: true in the response so deltas always carry the correct sign (rather than silently flipping). Point-in-time safe via as_of_date. Available on all plans.

Input Schema

NameRequiredDescriptionDefault
tickerYesStock ticker symbol, e.g. AAPL, MSFT, BRK.B — or a CIK (SEC identifier), e.g. '0000320193'.
period_aYesEarlier fiscal period. Format: 'FY2023' for annual or 'Q1-2023' for quarterly.
period_bYesLater fiscal period. Format: 'FY2024' for annual or 'Q1-2024' for quarterly.
as_of_dateNoPoint-in-time date (YYYY-MM-DD). Only returns facts with accepted_at on or before this date — eliminates look-ahead bias for backtesting.

Output Schema

NameRequiredDescriptionDefault
_metaYesProvenance envelope — data lineage for every MCP response
tickerYes
changesYesPer-metric deltas: metric, label, period_a, period_b, delta, delta_pct, significance
swappedYesTrue when inputs were reordered so period_b is the more recent period
period_aYesEarlier period descriptor: label, fiscal_year, fiscal_period, period_end, filing_date
period_bYesLater period descriptor, same shape as period_a
as_of_dateNo
company_nameNo
total_metricsYesCount of metrics compared across the two periods
material_changesYesCount of metrics flagged as a material change

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed1 schema field changed
    • changedOutput schema / properties / _meta / properties / cost_usd / properties / basis / description
      Previous value: -"payg_charge = real charge (agent-pay or your balance). payg_rate_card = indicative price, not billed."New value: +"payg_charge = real pay-per-call charge (a card or MPP payment through agent-pay). payg_rate_card = indicative price, not billed."
  2. Changed2 schema fields changed
    • changedOutput schema / properties / _meta / properties / cost_usd / properties / basis / description
      Previous value: -"payg_charge = real agent-pay charge. payg_rate_card = indicative price, not billed."New value: +"payg_charge = real charge (agent-pay or your balance). payg_rate_card = indicative price, not billed."
    • changedOutput schema / properties / _meta / properties / cost_usd / properties / billed / description
      Previous value: -"true = this amount was actually charged via PAYG for this call. false = indicative PAYG-equivalent value; your plan already covers this call for free."New value: +"true = this amount was actually charged via PAYG for this call. false = indicative PAYG-equivalent value only: no charge was made for this call (it was within your plan)."
  3. Changed19 schema fields changed
    • changedInput schema / properties / as_of_date / description
      Previous value: -"Point-in-time cutoff, YYYY-MM-DD: only figures filed with the SEC on or before this date, e.g. 2024-06-30."New value: +"Point-in-time date (YYYY-MM-DD). Only returns facts with accepted_at on or before this date — eliminates look-ahead bias for backtesting."
    • changedInput schema / properties / period_a / description
      Previous value: -"Earlier period: FY and the year, or Q1 to Q4, a hyphen and the year, e.g. FY2023."New value: +"Earlier fiscal period. Format: 'FY2023' for annual or 'Q1-2023' for quarterly."
    • changedInput schema / properties / period_b / description
      Previous value: -"Later period, in the same format as period_a, e.g. FY2024."New value: +"Later fiscal period. Format: 'FY2024' for annual or 'Q1-2024' for quarterly."
    • changedInput schema / properties / ticker / description
      Previous value: -"Ticker symbol or SEC CIK of the company, e.g. AAPL."New value: +"Stock ticker symbol, e.g. AAPL, MSFT, BRK.B — or a CIK (SEC identifier), e.g. '0000320193'."
    • addedOutput schema / properties / _meta / properties / cost_usd
      Added value: +{
      +  "additionalProperties": false,
      +  "description": "Per-call cost transparency. Omitted for subscription-only tools that have no PAYG-equivalent price.",
      +  "properties": {
      +    "amount_usd": {
      +      "minimum": 0,
      +      "type": "number"
      +    },
      +    "basis": {
      +      "description": "payg_charge = real agent-pay charge. payg_rate_card = indicative price, not billed.",
      +      "enum": [
      +        "payg_charge",
      +        "payg_rate_card"
      +      ],
      +      "type": "string"
      +    },
      +    "billed": {
      +      "description": "true = this amount was actually charged via PAYG for this call. false = indicative PAYG-equivalent value; your plan already covers this call for free.",
      +      "type": "boolean"
      +    }
      +  },
      +  "required": [
      +    "amount_usd",
      +    "billed",
      +    "basis"
      +  ],
      +  "type": "object"
      +}
    • addedOutput schema / properties / _meta / properties / data_plan
      Added value: +{
      +  "description": "Access plan: sample | sp500 | pro | full",
      +  "type": "string"
      +}
    • changedOutput schema / properties / _meta / properties / fundamentals_as_of / description
      Previous value: -"Use THIS — not `last_updated` — when telling a user how current the cross-sectional fundamentals are. The snapshot is republished on every weekday price refresh while the statements are carried forward unchanged, so `last_updated` can be far more recent than the numbers it sits next to. It is a floor for a single filer, not a ceiling: a filer with a live partition receives its filing, facts and ratios intraday (minutes after EDGAR dissemination), so an entity-scoped read may carry a filing newer than this; cross-sectional ranks (factor scores, earnings signals) refresh with the weekly bulk export."New value: +"ISO timestamp when the FINANCIAL STATEMENTS were last rebuilt in bulk. Use THIS — not `last_updated` — when telling a user how current the cross-sectional fundamentals are. The snapshot is republished on every weekday price refresh while the statements are carried forward unchanged, so `last_updated` can be far more recent than the numbers it sits next to. It is a floor for a single filer, not a ceiling: a filer with a live partition receives its filing, facts and ratios intraday (minutes after EDGAR dissemination), so an entity-scoped read may carry a filing newer than this; cross-sectional ranks (factor scores, earnings signals) refresh with the weekly bulk export."
    • addedOutput schema / properties / _meta / properties / last_updated
      Added value: +{
      +  "description": "ISO timestamp when the snapshot was exported",
      +  "type": "string"
      +}
    • addedOutput schema / properties / _meta / properties / latency_ms
      Added value: +{
      +  "description": "Wall-clock milliseconds this tool call took, measured server-side around the handler.",
      +  "minimum": 0,
      +  "type": "integer"
      +}
    • addedOutput schema / properties / _meta / properties / limit_warnings
      Added value: +{
      +  "description": "Soft-warning array for partial fulfillment. Each entry carries a stable subcode + remediation.options[]. AI agents pattern-match on subcode.",
      +  "items": {
      +    "additionalProperties": true,
      +    "properties": {
      +      "code": {
      +        "const": "LIMIT_EXCEEDED",
      +        "type": "string"
      +      },
      +      "current_plan": {
      +        "type": "string"
      +      },
      +      "extensions": {
      +        "additionalProperties": {},
      +        "type": "object"
      +      },
      +      "limit_type": {
      +        "type": "string"
      +      },
      +      "limit_value": {},
      +      "remediation": {
      +        "additionalProperties": true,
      +        "properties": {
      +          "contact_sales": {
      +            "type": "string"
      +          },
      +          "default_action": {
      +            "type": "string"
      +          },
      +          "options": {
      +            "items": {
      +              "additionalProperties": {},
      +              "type": "object"
      +            },
      +            "type": "array"
      +          },
      +          "pricing_page": {
      +            "type": "string"
      +          }
      +        },
      +        "required": [
      +          "options",
      +          "default_action",
      +          "pricing_page",
      +          "contact_sales"
      +        ],
      +        "type": "object"
      +      },
      +      "requested_value": {},
      +      "returned_value": {},
      +      "subcode": {
      +        "type": "string"
      +      }
      +    },
      +    "required": [
      +      "code",
      +      "subcode",
      +      "limit_type",
      +      "current_plan",
      +      "remediation"
      +    ],
      +    "type": "object"
      +  },
      +  "type": "array"
      +}
    • addedOutput schema / properties / _meta / properties / payg_override
      Added value: +{
      +  "additionalProperties": false,
      +  "description": "Set when this single response was paid for via the agent-pay PAYG flow — the rate-limit / depth-limit checks were bypassed for this call only.",
      +  "properties": {
      +    "amount_cents": {
      +      "type": "number"
      +    },
      +    "entity_scope_hash": {
      +      "type": "string"
      +    },
      +    "meter": {
      +      "type": "string"
      +    },
      +    "quote_id": {
      +      "type": "string"
      +    },
      +    "retry_token_hash": {
      +      "type": "string"
      +    },
      +    "ticker_count": {
      +      "type": "number"
      +    },
      +    "tool": {
      +      "type": "string"
      +    }
      +  },
      +  "required": [
      +    "quote_id",
      +    "tool",
      +    "meter",
      +    "amount_cents",
      +    "ticker_count",
      +    "entity_scope_hash",
      +    "retry_token_hash"
      +  ],
      +  "type": "object"
      +}
    • addedOutput schema / properties / _meta / properties / rate_limit
      Added value: +{
      +  "additionalProperties": false,
      +  "description": "Caller's remaining budget",
      +  "properties": {
      +    "limit": {
      +      "type": "integer"
      +    },
      +    "remaining": {
      +      "type": "integer"
      +    },
      +    "reset_at": {
      +      "description": "ISO 8601 timestamp when the window resets",
      +      "type": "string"
      +    },
      +    "window": {
      +      "enum": [
      +        "minute",
      +        "hour"
      +      ],
      +      "type": "string"
      +    }
      +  },
      +  "required": [
      +    "limit",
      +    "remaining",
      +    "reset_at",
      +    "window"
      +  ],
      +  "type": "object"
      +}
    • addedOutput schema / properties / _meta / properties / request_id
      Added value: +{
      +  "description": "Per-request correlation id (8-char)",
      +  "type": "string"
      +}
    • addedOutput schema / properties / _meta / properties / schema_version
      Added value: +{
      +  "description": "Parquet schema version from manifest.json",
      +  "type": "string"
      +}
    • addedOutput schema / properties / _meta / properties / snapshot
      Added value: +{
      +  "description": "Snapshot directory name (e.g. snapshot_20260420)",
      +  "type": "string"
      +}
    • addedOutput schema / properties / _meta / properties / truncation / properties / current_plan
      Added value: +{
      +  "type": "string"
      +}
    • addedOutput schema / properties / _meta / properties / truncation / properties / upgrade_required_for
      Added value: +{
      +  "type": "string"
      +}
    • addedOutput schema / properties / _meta / properties / truncation / properties / upgrade_url
      Added value: +{
      +  "type": "string"
      +}
    • changedOutput schema / properties / _meta / required
      Previous value: -[
      -  "source",
      -  "pit_safe"
      -]New value: +[
      +  "data_plan",
      +  "schema_version",
      +  "snapshot",
      +  "last_updated",
      +  "source",
      +  "pit_safe"
      +]
  4. Changed19 schema fields changed
    • changedInput schema / properties / as_of_date / description
      Previous value: -"Point-in-time date (YYYY-MM-DD). Only returns facts with accepted_at on or before this date — eliminates look-ahead bias for backtesting."New value: +"Point-in-time cutoff, YYYY-MM-DD: only figures filed with the SEC on or before this date, e.g. 2024-06-30."
    • changedInput schema / properties / period_a / description
      Previous value: -"Earlier fiscal period. Format: 'FY2023' for annual or 'Q1-2023' for quarterly."New value: +"Earlier period: FY and the year, or Q1 to Q4, a hyphen and the year, e.g. FY2023."
    • changedInput schema / properties / period_b / description
      Previous value: -"Later fiscal period. Format: 'FY2024' for annual or 'Q1-2024' for quarterly."New value: +"Later period, in the same format as period_a, e.g. FY2024."
    • changedInput schema / properties / ticker / description
      Previous value: -"Stock ticker symbol, e.g. AAPL, MSFT, BRK.B — or a CIK (SEC identifier), e.g. '0000320193'."New value: +"Ticker symbol or SEC CIK of the company, e.g. AAPL."
    • removedOutput schema / properties / _meta / properties / cost_usd
      Removed value: -{
      -  "additionalProperties": false,
      -  "description": "Per-call cost transparency. Omitted for subscription-only tools that have no PAYG-equivalent price.",
      -  "properties": {
      -    "amount_usd": {
      -      "minimum": 0,
      -      "type": "number"
      -    },
      -    "basis": {
      -      "description": "payg_charge = real agent-pay charge. payg_rate_card = indicative price, not billed.",
      -      "enum": [
      -        "payg_charge",
      -        "payg_rate_card"
      -      ],
      -      "type": "string"
      -    },
      -    "billed": {
      -      "description": "true = this amount was actually charged via PAYG for this call. false = indicative PAYG-equivalent value; your plan already covers this call for free.",
      -      "type": "boolean"
      -    }
      -  },
      -  "required": [
      -    "amount_usd",
      -    "billed",
      -    "basis"
      -  ],
      -  "type": "object"
      -}
    • removedOutput schema / properties / _meta / properties / data_plan
      Removed value: -{
      -  "description": "Access plan: sample | sp500 | pro | full",
      -  "type": "string"
      -}
    • changedOutput schema / properties / _meta / properties / fundamentals_as_of / description
      Previous value: -"ISO timestamp when the FINANCIAL STATEMENTS were last rebuilt in bulk. Use THIS — not `last_updated` — when telling a user how current the cross-sectional fundamentals are. The snapshot is republished on every weekday price refresh while the statements are carried forward unchanged, so `last_updated` can be far more recent than the numbers it sits next to. It is a floor for a single filer, not a ceiling: a filer with a live partition receives its filing, facts and ratios intraday (minutes after EDGAR dissemination), so an entity-scoped read may carry a filing newer than this; cross-sectional ranks (factor scores, earnings signals) refresh with the weekly bulk export."New value: +"Use THIS — not `last_updated` — when telling a user how current the cross-sectional fundamentals are. The snapshot is republished on every weekday price refresh while the statements are carried forward unchanged, so `last_updated` can be far more recent than the numbers it sits next to. It is a floor for a single filer, not a ceiling: a filer with a live partition receives its filing, facts and ratios intraday (minutes after EDGAR dissemination), so an entity-scoped read may carry a filing newer than this; cross-sectional ranks (factor scores, earnings signals) refresh with the weekly bulk export."
    • removedOutput schema / properties / _meta / properties / last_updated
      Removed value: -{
      -  "description": "ISO timestamp when the snapshot was exported",
      -  "type": "string"
      -}
    • removedOutput schema / properties / _meta / properties / latency_ms
      Removed value: -{
      -  "description": "Wall-clock milliseconds this tool call took, measured server-side around the handler.",
      -  "minimum": 0,
      -  "type": "integer"
      -}
    • removedOutput schema / properties / _meta / properties / limit_warnings
      Removed value: -{
      -  "description": "Soft-warning array for partial fulfillment. Each entry carries a stable subcode + remediation.options[]. AI agents pattern-match on subcode.",
      -  "items": {
      -    "additionalProperties": true,
      -    "properties": {
      -      "code": {
      -        "const": "LIMIT_EXCEEDED",
      -        "type": "string"
      -      },
      -      "current_plan": {
      -        "type": "string"
      -      },
      -      "extensions": {
      -        "additionalProperties": {},
      -        "type": "object"
      -      },
      -      "limit_type": {
      -        "type": "string"
      -      },
      -      "limit_value": {},
      -      "remediation": {
      -        "additionalProperties": true,
      -        "properties": {
      -          "contact_sales": {
      -            "type": "string"
      -          },
      -          "default_action": {
      -            "type": "string"
      -          },
      -          "options": {
      -            "items": {
      -              "additionalProperties": {},
      -              "type": "object"
      -            },
      -            "type": "array"
      -          },
      -          "pricing_page": {
      -            "type": "string"
      -          }
      -        },
      -        "required": [
      -          "options",
      -          "default_action",
      -          "pricing_page",
      -          "contact_sales"
      -        ],
      -        "type": "object"
      -      },
      -      "requested_value": {},
      -      "returned_value": {},
      -      "subcode": {
      -        "type": "string"
      -      }
      -    },
      -    "required": [
      -      "code",
      -      "subcode",
      -      "limit_type",
      -      "current_plan",
      -      "remediation"
      -    ],
      -    "type": "object"
      -  },
      -  "type": "array"
      -}
    • removedOutput schema / properties / _meta / properties / payg_override
      Removed value: -{
      -  "additionalProperties": false,
      -  "description": "Set when this single response was paid for via the agent-pay PAYG flow — the rate-limit / depth-limit checks were bypassed for this call only.",
      -  "properties": {
      -    "amount_cents": {
      -      "type": "number"
      -    },
      -    "entity_scope_hash": {
      -      "type": "string"
      -    },
      -    "meter": {
      -      "type": "string"
      -    },
      -    "quote_id": {
      -      "type": "string"
      -    },
      -    "retry_token_hash": {
      -      "type": "string"
      -    },
      -    "ticker_count": {
      -      "type": "number"
      -    },
      -    "tool": {
      -      "type": "string"
      -    }
      -  },
      -  "required": [
      -    "quote_id",
      -    "tool",
      -    "meter",
      -    "amount_cents",
      -    "ticker_count",
      -    "entity_scope_hash",
      -    "retry_token_hash"
      -  ],
      -  "type": "object"
      -}
    • removedOutput schema / properties / _meta / properties / rate_limit
      Removed value: -{
      -  "additionalProperties": false,
      -  "description": "Caller's remaining budget",
      -  "properties": {
      -    "limit": {
      -      "type": "integer"
      -    },
      -    "remaining": {
      -      "type": "integer"
      -    },
      -    "reset_at": {
      -      "description": "ISO 8601 timestamp when the window resets",
      -      "type": "string"
      -    },
      -    "window": {
      -      "enum": [
      -        "minute",
      -        "hour"
      -      ],
      -      "type": "string"
      -    }
      -  },
      -  "required": [
      -    "limit",
      -    "remaining",
      -    "reset_at",
      -    "window"
      -  ],
      -  "type": "object"
      -}
    • removedOutput schema / properties / _meta / properties / request_id
      Removed value: -{
      -  "description": "Per-request correlation id (8-char)",
      -  "type": "string"
      -}
    • removedOutput schema / properties / _meta / properties / schema_version
      Removed value: -{
      -  "description": "Parquet schema version from manifest.json",
      -  "type": "string"
      -}
    • removedOutput schema / properties / _meta / properties / snapshot
      Removed value: -{
      -  "description": "Snapshot directory name (e.g. snapshot_20260420)",
      -  "type": "string"
      -}
    • removedOutput schema / properties / _meta / properties / truncation / properties / current_plan
      Removed value: -{
      -  "type": "string"
      -}
    • removedOutput schema / properties / _meta / properties / truncation / properties / upgrade_required_for
      Removed value: -{
      -  "type": "string"
      -}
    • removedOutput schema / properties / _meta / properties / truncation / properties / upgrade_url
      Removed value: -{
      -  "type": "string"
      -}
    • changedOutput schema / properties / _meta / required
      Previous value: -[
      -  "data_plan",
      -  "schema_version",
      -  "snapshot",
      -  "last_updated",
      -  "source",
      -  "pit_safe"
      -]New value: +[
      +  "source",
      +  "pit_safe"
      +]
  5. Changed1 schema field changed
    • changedOutput schema / properties / _meta / properties / fundamentals_as_of / description
      Previous value: -"ISO timestamp when the FINANCIAL STATEMENTS were last rebuilt. Use THIS — not `last_updated` — when telling a user how current the fundamentals are. The snapshot is republished on every weekday price refresh while the statements are carried forward unchanged, so `last_updated` can be far more recent than the numbers it sits next to."New value: +"ISO timestamp when the FINANCIAL STATEMENTS were last rebuilt in bulk. Use THIS — not `last_updated` — when telling a user how current the cross-sectional fundamentals are. The snapshot is republished on every weekday price refresh while the statements are carried forward unchanged, so `last_updated` can be far more recent than the numbers it sits next to. It is a floor for a single filer, not a ceiling: a filer with a live partition receives its filing, facts and ratios intraday (minutes after EDGAR dissemination), so an entity-scoped read may carry a filing newer than this; cross-sectional ranks (factor scores, earnings signals) refresh with the weekly bulk export."
  6. Changed2 schema fields changed
    • changedInput schema / properties / ticker / description
      Previous value: -"Stock ticker symbol, e.g. AAPL, MSFT, BRK.B"New value: +"Stock ticker symbol, e.g. AAPL, MSFT, BRK.B — or a CIK (SEC identifier), e.g. '0000320193'."
    • changedInput schema / properties / ticker / pattern
      Previous value: -"^[A-Za-z.\\-]+$"New value: +"^[A-Za-z0-9.\\-]+$"
  7. Changed2 schema fields changed
    • addedOutput schema / properties / _meta / properties / fundamentals_as_of
      Added value: +{
      +  "description": "ISO timestamp when the FINANCIAL STATEMENTS were last rebuilt. Use THIS — not `last_updated` — when telling a user how current the fundamentals are. The snapshot is republished on every weekday price refresh while the statements are carried forward unchanged, so `last_updated` can be far more recent than the numbers it sits next to.",
      +  "type": "string"
      +}
    • addedOutput schema / properties / _meta / properties / price_as_of
      Added value: +{
      +  "description": "ISO timestamp when the price surfaces were last refreshed.",
      +  "type": "string"
      +}
  8. Changed2 schema fields changed
    • addedOutput schema / properties / _meta / properties / cost_usd
      Added value: +{
      +  "additionalProperties": false,
      +  "description": "Per-call cost transparency. Omitted for subscription-only tools that have no PAYG-equivalent price.",
      +  "properties": {
      +    "amount_usd": {
      +      "minimum": 0,
      +      "type": "number"
      +    },
      +    "basis": {
      +      "description": "payg_charge = real agent-pay charge. payg_rate_card = indicative price, not billed.",
      +      "enum": [
      +        "payg_charge",
      +        "payg_rate_card"
      +      ],
      +      "type": "string"
      +    },
      +    "billed": {
      +      "description": "true = this amount was actually charged via PAYG for this call. false = indicative PAYG-equivalent value; your plan already covers this call for free.",
      +      "type": "boolean"
      +    }
      +  },
      +  "required": [
      +    "amount_usd",
      +    "billed",
      +    "basis"
      +  ],
      +  "type": "object"
      +}
    • addedOutput schema / properties / _meta / properties / latency_ms
      Added value: +{
      +  "description": "Wall-clock milliseconds this tool call took, measured server-side around the handler.",
      +  "minimum": 0,
      +  "type": "integer"
      +}
  9. Changed1 schema field changed
    • addedOutput schema / properties / _meta / properties / pit_safe / description
      Added value: +"true iff a zero-look-ahead point-in-time cut was applied to every returned figure"
  10. Changed1 schema field changed
    • changedOutput schema / (root)
      Previous value: -nullNew value: +{
      +  "$schema": "http://json-schema.org/draft-07/schema#",
      +  "additionalProperties": false,
      +  "properties": {
      +    "_meta": {
      +      "additionalProperties": false,
      +      "description": "Provenance envelope — data lineage for every MCP response",
      +      "properties": {
      +        "as_of_date": {
      +          "type": [
      +            "string",
      +            "null"
      +          ]
      +        },
      +        "data_plan": {
      +          "description": "Access plan: sample | sp500 | pro | full",
      +          "type": "string"
      +        },
      +        "data_quality": {
      +          "additionalProperties": false,
      +          "description": "Server-side invariants run on this response",
      +          "properties": {
      +            "notes": {
      +              "items": {
      +                "type": "string"
      +              },
      +              "type": "array"
      +            },
      +            "validation_failed": {
      +              "items": {
      +                "additionalProperties": false,
      +                "properties": {
      +                  "detail": {
      +                    "type": "string"
      +                  },
      +                  "rule": {
      +                    "type": "string"
      +                  }
      +                },
      +                "required": [
      +                  "rule",
      +                  "detail"
      +                ],
      +                "type": "object"
      +              },
      +              "type": "array"
      +            },
      +            "validation_passed": {
      +              "items": {
      +                "type": "string"
      +              },
      +              "type": "array"
      +            }
      +          },
      +          "required": [
      +            "validation_passed",
      +            "validation_failed",
      +            "notes"
      +          ],
      +          "type": "object"
      +        },
      +        "last_updated": {
      +          "description": "ISO timestamp when the snapshot was exported",
      +          "type": "string"
      +        },
      +        "limit_warnings": {
      +          "description": "Soft-warning array for partial fulfillment. Each entry carries a stable subcode + remediation.options[]. AI agents pattern-match on subcode.",
      +          "items": {
      +            "additionalProperties": true,
      +            "properties": {
      +              "code": {
      +                "const": "LIMIT_EXCEEDED",
      +                "type": "string"
      +              },
      +              "current_plan": {
      +                "type": "string"
      +              },
      +              "extensions": {
      +                "additionalProperties": {},
      +                "type": "object"
      +              },
      +              "limit_type": {
      +                "type": "string"
      +              },
      +              "limit_value": {},
      +              "remediation": {
      +                "additionalProperties": true,
      +                "properties": {
      +                  "contact_sales": {
      +                    "type": "string"
      +                  },
      +                  "default_action": {
      +                    "type": "string"
      +                  },
      +                  "options": {
      +                    "items": {
      +                      "additionalProperties": {},
      +                      "type": "object"
      +                    },
      +                    "type": "array"
      +                  },
      +                  "pricing_page": {
      +                    "type": "string"
      +                  }
      +                },
      +                "required": [
      +                  "options",
      +                  "default_action",
      +                  "pricing_page",
      +                  "contact_sales"
      +                ],
      +                "type": "object"
      +              },
      +              "requested_value": {},
      +              "returned_value": {},
      +              "subcode": {
      +                "type": "string"
      +              }
      +            },
      +            "required": [
      +              "code",
      +              "subcode",
      +              "limit_type",
      +              "current_plan",
      +              "remediation"
      +            ],
      +            "type": "object"
      +          },
      +          "type": "array"
      +        },
      +        "payg_override": {
      +          "additionalProperties": false,
      +          "description": "Set when this single response was paid for via the agent-pay PAYG flow — the rate-limit / depth-limit checks were bypassed for this call only.",
      +          "properties": {
      +            "amount_cents": {
      +              "type": "number"
      +            },
      +            "entity_scope_hash": {
      +              "type": "string"
      +            },
      +            "meter": {
      +              "type": "string"
      +            },
      +            "quote_id": {
      +              "type": "string"
      +            },
      +            "retry_token_hash": {
      +              "type": "string"
      +            },
      +            "ticker_count": {
      +              "type": "number"
      +            },
      +            "tool": {
      +              "type": "string"
      +            }
      +          },
      +          "required": [
      +            "quote_id",
      +            "tool",
      +            "meter",
      +            "amount_cents",
      +            "ticker_count",
      +            "entity_scope_hash",
      +            "retry_token_hash"
      +          ],
      +          "type": "object"
      +        },
      +        "pit_safe": {
      +          "type": "boolean"
      +        },
      +        "rate_limit": {
      +          "additionalProperties": false,
      +          "description": "Caller's remaining budget",
      +          "properties": {
      +            "limit": {
      +              "type": "integer"
      +            },
      +            "remaining": {
      +              "type": "integer"
      +            },
      +            "reset_at": {
      +              "description": "ISO 8601 timestamp when the window resets",
      +              "type": "string"
      +            },
      +            "window": {
      +              "enum": [
      +                "minute",
      +                "hour"
      +              ],
      +              "type": "string"
      +            }
      +          },
      +          "required": [
      +            "limit",
      +            "remaining",
      +            "reset_at",
      +            "window"
      +          ],
      +          "type": "object"
      +        },
      +        "request_id": {
      +          "description": "Per-request correlation id (8-char)",
      +          "type": "string"
      +        },
      +        "result_count": {
      +          "type": "integer"
      +        },
      +        "schema_version": {
      +          "description": "Parquet schema version from manifest.json",
      +          "type": "string"
      +        },
      +        "snapshot": {
      +          "description": "Snapshot directory name (e.g. snapshot_20260420)",
      +          "type": "string"
      +        },
      +        "source": {
      +          "const": "SEC EDGAR",
      +          "type": "string"
      +        },
      +        "ticker": {
      +          "type": "string"
      +        },
      +        "truncation": {
      +          "additionalProperties": false,
      +          "description": "Set when fewer rows were returned than requested — explains why and points to a remedy",
      +          "properties": {
      +            "current_plan": {
      +              "type": "string"
      +            },
      +            "plan_limit": {
      +              "minimum": 0,
      +              "type": "integer"
      +            },
      +            "reason": {
      +              "enum": [
      +                "PLAN_LIMIT",
      +                "DATA_NOT_AVAILABLE",
      +                "FISCAL_YEAR_BOUNDARY_FILTER",
      +                "OTHER"
      +              ],
      +              "type": "string"
      +            },
      +            "requested": {
      +              "minimum": 0,
      +              "type": "integer"
      +            },
      +            "returned": {
      +              "minimum": 0,
      +              "type": "integer"
      +            },
      +            "upgrade_required_for": {
      +              "type": "string"
      +            },
      +            "upgrade_url": {
      +              "type": "string"
      +            }
      +          },
      +          "required": [
      +            "requested",
      +            "returned",
      +            "reason"
      +          ],
      +          "type": "object"
      +        }
      +      },
      +      "required": [
      +        "data_plan",
      +        "schema_version",
      +        "snapshot",
      +        "last_updated",
      +        "source",
      +        "pit_safe"
      +      ],
      +      "type": "object"
      +    },
      +    "as_of_date": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "changes": {
      +      "description": "Per-metric deltas: metric, label, period_a, period_b, delta, delta_pct, significance",
      +      "items": {
      +        "additionalProperties": true,
      +        "properties": {},
      +        "type": "object"
      +      },
      +      "type": "array"
      +    },
      +    "company_name": {
      +      "type": "string"
      +    },
      +    "material_changes": {
      +      "description": "Count of metrics flagged as a material change",
      +      "type": "integer"
      +    },
      +    "period_a": {
      +      "additionalProperties": true,
      +      "description": "Earlier period descriptor: label, fiscal_year, fiscal_period, period_end, filing_date",
      +      "properties": {},
      +      "type": "object"
      +    },
      +    "period_b": {
      +      "additionalProperties": true,
      +      "description": "Later period descriptor, same shape as period_a",
      +      "properties": {},
      +      "type": "object"
      +    },
      +    "swapped": {
      +      "description": "True when inputs were reordered so period_b is the more recent period",
      +      "type": "boolean"
      +    },
      +    "ticker": {
      +      "type": "string"
      +    },
      +    "total_metrics": {
      +      "description": "Count of metrics compared across the two periods",
      +      "type": "integer"
      +    }
      +  },
      +  "required": [
      +    "_meta",
      +    "ticker",
      +    "period_a",
      +    "period_b",
      +    "swapped",
      +    "total_metrics",
      +    "material_changes",
      +    "changes"
      +  ],
      +  "type": "object"
      +}
  11. Changed1 schema field changed
    • changedInput schema / properties / as_of_date / description
      Previous value: -"Point-in-time date (YYYY-MM-DD). Only returns facts with knowledge_at on or before this date — eliminates look-ahead bias for backtesting."New value: +"Point-in-time date (YYYY-MM-DD). Only returns facts with accepted_at on or before this date — eliminates look-ahead bias for backtesting."
  12. First observed

TDQS

A4.3/5.0
Behavior5/5

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

Annotations already cover the safety profile (readOnly, idempotent, non-destructive), yet the description adds genuinely new behavior: inverted periods are auto-swapped with a `swapped: true` flag so delta signs stay correct, significance bands are defined numerically, and as_of_date is described as look-ahead-bias elimination. These are non-obvious server-side behaviors an agent could not infer from the schema or annotations.

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?

Front-loaded with the core action and the response interpretation, then parameter rules last; structure is logical and nearly every sentence carries information. Minor waste in the parenthetical restatement of the 5% threshold and the trailing 'Available on all plans', which adds little for an agent.

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

Completeness5/5

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

For a 4-parameter, read-only comparison tool with annotations and an output schema, the description supplies everything needed: purpose, period format, ordering edge case, point-in-time semantics, and how to read the material_changes scalar. Nothing an agent needs to call it correctly or interpret results is missing.

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

Parameters4/5

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

Schema coverage is 100%, so the baseline is 3; the description earns an extra point by defining the ordering contract (period_a must be earlier, period_b later) and the consequence of violating it — auto-swap plus `swapped: true`. The format strings largely restate the schema, but the swap/sign semantics are new information.

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 names a specific verb and resource: compare a company's core financial metrics across two fiscal periods side-by-side, with deltas and a significance classification. An agent can distinguish it from single-period siblings like get_company_fundamentals or get_financial_ratios by the two-period framing. It stops short of explicitly naming those siblings as alternatives.

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?

It gives concrete usage context ('use it as a quick scalar to triage filings — anything > ~3 typically signals a material event') and parameter-format guidance for both annual and quarterly periods. It does not say when to prefer this over a fundamentals or ratios tool, nor does it state exclusions, so it falls 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.

Try in Browser

Glama MCP Gateway

Add one secure layer between your agents and this server.