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Valuein — SEC EDGAR Fundamentals & Smart-Money Data

by io.github.valuein
OverviewDiscussionsAdmin

Create Rule

create_rule

Persist a trigger -> action rule and register it with the evaluator. 7 trigger types accepted (alert_fired, schedule_tick, inbox_item, price_threshold, filing_event, manual, scheduled_task_wake) x five action types (run_team, send_alert, create_report, schedule_task, post_inbox); score_thesis is retired and refused. These trigger types have a live event source and DO dispatch today: alert_fired, schedule_tick, inbox_item, filing_event and scheduled_task_wake. price_threshold and manual are accepted and persisted (forward-compatible schema) but have NO live event source wired yet, so a rule created with one of them is saved as enabled:true and simply never fires. Always read the returned rule's trigger_wiring_status field ("live" vs "not_yet_wired") — it is computed from the dispatcher's own registry, so it is authoritative even if this description is stale. condition_expr is an OPTIONAL single comparison ("field op value", op one of gt/gte/lt/lte/eq, e.g. "price_change_pct gt 5") evaluated against the trigger event's payload — omit to fire on the trigger alone. Deliberately NOT a general expression language (no AND/OR, no loops) — this is both an anti-complexity and an anti-loop guard; compose multiple rules if you need more than one comparison. Use test_rule immediately after creating to verify it fires as expected WITHOUT spending a real dispatch. Tier: sp500+ (sample rejected).

Input Schema

NameRequiredDescriptionDefault
nameYesHuman-readable label.
actionYesDiscriminated union — what happens when the rule fires.
triggerYesDiscriminated union — which signal fires this rule.
condition_exprNoOptional single comparison against the trigger payload, e.g. "price_change_pct gt 5". Omit to fire on the trigger alone.
replaces_rule_idNoOptional. The id of a signal this call REPLACES — set it when saving an edit, which is stored as create-then-delete because neither engine has an update tool. A verified live record you own is discounted from the tier cap so an edit is cap-neutral; an unknown, deleted, or foreign id is ignored and the cap applies normally.

Output Schema

NameRequiredDescriptionDefault
ruleYes
_metaYesProvenance envelope — data lineage for every MCP response
warningNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed2 schema fields changed
    • changedInput schema / properties / action / anyOf
      Previous value: -[
-  {
-    "additionalProperties": false,
-    "properties": {
-      "team_id": {
-        "description": "A standing_agent.id identifying which team to run — same identifier shape as a signal's agent_run channel target.",
-        "maxLength": 64,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "run_team",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "team_id"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "channel": {
-        "anyOf": [
-          {
-            "additionalProperties": false,
-            "properties": {
-              "hmac_secret": {
-                "type": "string"
-              },
-              "target": {
-                "format": "email",
-                "maxLength": 256,
-                "type": "string"
-              },
-              "type": {
-                "const": "email",
-                "type": "string"
-              }
-            },
-            "required": [
-              "type",
-              "target"
-            ],
-            "type": "object"
-          },
-          {
-            "additionalProperties": false,
-            "properties": {
-              "hmac_secret": {
-                "description": "HMAC secret (≥16 chars) for webhook signature verification. Recommended for production.",
-                "maxLength": 128,
-                "minLength": 16,
-                "type": "string"
-              },
-              "target": {
-                "format": "uri",
-                "maxLength": 512,
-                "type": "string"
-              },
-              "type": {
-                "const": "webhook",
-                "type": "string"
-              }
-            },
-            "required": [
-              "type",
-              "target"
-            ],
-            "type": "object"
-          },
-          {
-            "additionalProperties": false,
-            "properties": {
-              "target": {
-                "default": "@self",
-                "description": "Always '@self' for dashboard channels. Routes to the in-app inbox keyed by the signal's owning customer.",
-                "maxLength": 16,
-                "type": "string"
-              },
-              "type": {
-                "const": "dashboard",
-                "type": "string"
-              }
-            },
-            "required": [
-              "type"
-            ],
-            "type": "object"
-          },
-          {
-            "additionalProperties": false,
-            "properties": {
-              "target": {
-                "description": "Slack incoming-webhook URL — must be on host hooks.slack.com (e.g. https://hooks.slack.com/services/T0000/B0000/XXXX). The URL itself is the secret, so no HMAC is used.",
-                "format": "uri",
-                "maxLength": 512,
-                "type": "string"
-              },
-              "type": {
-                "const": "slack",
-                "type": "string"
-              }
-            },
-            "required": [
-              "type",
-              "target"
-            ],
-            "type": "object"
-          },
-          {
-            "additionalProperties": false,
-            "properties": {
-              "target": {
-                "description": "A standing_agent.id identifying which standing agent team to run when this signal fires. NOT a URL — no outbound-URL validation applies to this field.",
-                "maxLength": 64,
-                "minLength": 1,
-                "type": "string"
-              },
-              "type": {
-                "const": "agent_run",
-                "type": "string"
-              }
-            },
-            "required": [
-              "type",
-              "target"
-            ],
-            "type": "object"
-          }
-        ],
-        "description": "Delivery channel — same discriminated union create_signal accepts (email/webhook/dashboard/slack/agent_run)."
-      },
-      "message": {
-        "description": "Optional custom message; defaults to a summary of the trigger event.",
-        "maxLength": 2000,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "send_alert",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "channel"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "params": {
-        "additionalProperties": {},
-        "description": "reverse_dcf DCF params — see create_report's own schema.",
-        "type": "object"
-      },
-      "report_type": {
-        "enum": [
-          "reverse_dcf",
-          "thesis"
-        ],
-        "type": "string"
-      },
-      "thesis_id": {
-        "description": "Required when report_type=thesis.",
-        "maxLength": 64,
-        "minLength": 1,
-        "type": "string"
-      },
-      "ticker": {
-        "description": "Required when report_type=reverse_dcf.",
-        "maxLength": 10,
-        "minLength": 1,
-        "type": "string"
-      },
-      "title": {
-        "maxLength": 200,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "create_report",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "report_type"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "as_of": {
-        "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
-        "type": "string"
-      },
-      "thesis_id": {
-        "maxLength": 64,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "score_thesis",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "thesis_id"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "context": {
-        "additionalProperties": {},
-        "type": "object"
-      },
-      "task": {
-        "maxLength": 500,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "schedule_task",
-        "type": "string"
-      },
-      "wake_in_days": {
-        "exclusiveMinimum": 0,
-        "maximum": 90,
-        "type": "number"
-      }
-    },
-    "required": [
-      "type",
-      "task",
-      "wake_in_days"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "message": {
-        "maxLength": 2000,
-        "minLength": 1,
-        "type": "string"
-      },
-      "title": {
-        "maxLength": 120,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "post_inbox",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "title",
-      "message"
-    ],
-    "type": "object"
-  }
-]New value: +[
+  {
+    "additionalProperties": false,
+    "properties": {
+      "team_id": {
+        "description": "A standing_agent.id identifying which team to run — same identifier shape as a signal's agent_run channel target.",
+        "maxLength": 64,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "run_team",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "team_id"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "channel": {
+        "anyOf": [
+          {
+            "additionalProperties": false,
+            "properties": {
+              "hmac_secret": {
+                "type": "string"
+              },
+              "target": {
+                "format": "email",
+                "maxLength": 256,
+                "type": "string"
+              },
+              "type": {
+                "const": "email",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "target"
+            ],
+            "type": "object"
+          },
+          {
+            "additionalProperties": false,
+            "properties": {
+              "hmac_secret": {
+                "description": "HMAC secret (≥16 chars) for webhook signature verification. Recommended for production.",
+                "maxLength": 128,
+                "minLength": 16,
+                "type": "string"
+              },
+              "target": {
+                "format": "uri",
+                "maxLength": 512,
+                "type": "string"
+              },
+              "type": {
+                "const": "webhook",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "target"
+            ],
+            "type": "object"
+          },
+          {
+            "additionalProperties": false,
+            "properties": {
+              "target": {
+                "default": "@self",
+                "description": "Always '@self' for dashboard channels. Routes to the in-app inbox keyed by the signal's owning customer.",
+                "maxLength": 16,
+                "type": "string"
+              },
+              "type": {
+                "const": "dashboard",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type"
+            ],
+            "type": "object"
+          },
+          {
+            "additionalProperties": false,
+            "properties": {
+              "target": {
+                "description": "Slack incoming-webhook URL — must be on host hooks.slack.com (e.g. https://hooks.slack.com/services/T0000/B0000/XXXX). The URL itself is the secret, so no HMAC is used.",
+                "format": "uri",
+                "maxLength": 512,
+                "type": "string"
+              },
+              "type": {
+                "const": "slack",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "target"
+            ],
+            "type": "object"
+          },
+          {
+            "additionalProperties": false,
+            "properties": {
+              "target": {
+                "description": "A standing_agent.id identifying which standing agent team to run when this signal fires. NOT a URL — no outbound-URL validation applies to this field.",
+                "maxLength": 64,
+                "minLength": 1,
+                "type": "string"
+              },
+              "type": {
+                "const": "agent_run",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "target"
+            ],
+            "type": "object"
+          }
+        ],
+        "description": "Delivery channel — same discriminated union create_signal accepts (email/webhook/dashboard/slack/agent_run)."
+      },
+      "message": {
+        "description": "Optional custom message; defaults to a summary of the trigger event.",
+        "maxLength": 2000,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "send_alert",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "channel"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "params": {
+        "additionalProperties": {},
+        "description": "reverse_dcf DCF params — see create_report's own schema.",
+        "type": "object"
+      },
+      "report_type": {
+        "description": "Only reverse_dcf; `thesis` reports were retired in 3.14.0 (a stored rule with it is skipped).",
+        "enum": [
+          "reverse_dcf"
+        ],
+        "type": "string"
+      },
+      "ticker": {
+        "description": "Required for report_type=reverse_dcf.",
+        "maxLength": 10,
+        "minLength": 1,
+        "type": "string"
+      },
+      "title": {
+        "maxLength": 200,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "create_report",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "report_type"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "as_of": {
+        "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
+        "type": "string"
+      },
+      "thesis_id": {
+        "maxLength": 64,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "score_thesis",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "thesis_id"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "context": {
+        "additionalProperties": {},
+        "type": "object"
+      },
+      "task": {
+        "maxLength": 500,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "schedule_task",
+        "type": "string"
+      },
+      "wake_in_days": {
+        "exclusiveMinimum": 0,
+        "maximum": 90,
+        "type": "number"
+      }
+    },
+    "required": [
+      "type",
+      "task",
+      "wake_in_days"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "message": {
+        "maxLength": 2000,
+        "minLength": 1,
+        "type": "string"
+      },
+      "title": {
+        "maxLength": 120,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "post_inbox",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "title",
+      "message"
+    ],
+    "type": "object"
+  }
+]
    • changedOutput schema / properties / rule / properties / action_params / anyOf
      Previous value: -[
-  {
-    "additionalProperties": false,
-    "properties": {
-      "team_id": {
-        "description": "A standing_agent.id identifying which team to run — same identifier shape as a signal's agent_run channel target.",
-        "maxLength": 64,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "run_team",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "team_id"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "channel": {
-        "anyOf": [
-          {
-            "additionalProperties": false,
-            "properties": {
-              "hmac_secret": {
-                "type": "string"
-              },
-              "target": {
-                "format": "email",
-                "maxLength": 256,
-                "type": "string"
-              },
-              "type": {
-                "const": "email",
-                "type": "string"
-              }
-            },
-            "required": [
-              "type",
-              "target"
-            ],
-            "type": "object"
-          },
-          {
-            "additionalProperties": false,
-            "properties": {
-              "hmac_secret": {
-                "description": "HMAC secret (≥16 chars) for webhook signature verification. Recommended for production.",
-                "maxLength": 128,
-                "minLength": 16,
-                "type": "string"
-              },
-              "target": {
-                "format": "uri",
-                "maxLength": 512,
-                "type": "string"
-              },
-              "type": {
-                "const": "webhook",
-                "type": "string"
-              }
-            },
-            "required": [
-              "type",
-              "target"
-            ],
-            "type": "object"
-          },
-          {
-            "additionalProperties": false,
-            "properties": {
-              "target": {
-                "default": "@self",
-                "description": "Always '@self' for dashboard channels. Routes to the in-app inbox keyed by the signal's owning customer.",
-                "maxLength": 16,
-                "type": "string"
-              },
-              "type": {
-                "const": "dashboard",
-                "type": "string"
-              }
-            },
-            "required": [
-              "type"
-            ],
-            "type": "object"
-          },
-          {
-            "additionalProperties": false,
-            "properties": {
-              "target": {
-                "description": "Slack incoming-webhook URL — must be on host hooks.slack.com (e.g. https://hooks.slack.com/services/T0000/B0000/XXXX). The URL itself is the secret, so no HMAC is used.",
-                "format": "uri",
-                "maxLength": 512,
-                "type": "string"
-              },
-              "type": {
-                "const": "slack",
-                "type": "string"
-              }
-            },
-            "required": [
-              "type",
-              "target"
-            ],
-            "type": "object"
-          },
-          {
-            "additionalProperties": false,
-            "properties": {
-              "target": {
-                "description": "A standing_agent.id identifying which standing agent team to run when this signal fires. NOT a URL — no outbound-URL validation applies to this field.",
-                "maxLength": 64,
-                "minLength": 1,
-                "type": "string"
-              },
-              "type": {
-                "const": "agent_run",
-                "type": "string"
-              }
-            },
-            "required": [
-              "type",
-              "target"
-            ],
-            "type": "object"
-          }
-        ],
-        "description": "Delivery channel — same discriminated union create_signal accepts (email/webhook/dashboard/slack/agent_run)."
-      },
-      "message": {
-        "description": "Optional custom message; defaults to a summary of the trigger event.",
-        "maxLength": 2000,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "send_alert",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "channel"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "params": {
-        "additionalProperties": {},
-        "description": "reverse_dcf DCF params — see create_report's own schema.",
-        "type": "object"
-      },
-      "report_type": {
-        "enum": [
-          "reverse_dcf",
-          "thesis"
-        ],
-        "type": "string"
-      },
-      "thesis_id": {
-        "description": "Required when report_type=thesis.",
-        "maxLength": 64,
-        "minLength": 1,
-        "type": "string"
-      },
-      "ticker": {
-        "description": "Required when report_type=reverse_dcf.",
-        "maxLength": 10,
-        "minLength": 1,
-        "type": "string"
-      },
-      "title": {
-        "maxLength": 200,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "create_report",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "report_type"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "as_of": {
-        "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
-        "type": "string"
-      },
-      "thesis_id": {
-        "maxLength": 64,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "score_thesis",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "thesis_id"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "context": {
-        "additionalProperties": {},
-        "type": "object"
-      },
-      "task": {
-        "maxLength": 500,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "schedule_task",
-        "type": "string"
-      },
-      "wake_in_days": {
-        "exclusiveMinimum": 0,
-        "maximum": 90,
-        "type": "number"
-      }
-    },
-    "required": [
-      "type",
-      "task",
-      "wake_in_days"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "message": {
-        "maxLength": 2000,
-        "minLength": 1,
-        "type": "string"
-      },
-      "title": {
-        "maxLength": 120,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "post_inbox",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "title",
-      "message"
-    ],
-    "type": "object"
-  }
-]New value: +[
+  {
+    "additionalProperties": false,
+    "properties": {
+      "team_id": {
+        "description": "A standing_agent.id identifying which team to run — same identifier shape as a signal's agent_run channel target.",
+        "maxLength": 64,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "run_team",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "team_id"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "channel": {
+        "anyOf": [
+          {
+            "additionalProperties": false,
+            "properties": {
+              "hmac_secret": {
+                "type": "string"
+              },
+              "target": {
+                "format": "email",
+                "maxLength": 256,
+                "type": "string"
+              },
+              "type": {
+                "const": "email",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "target"
+            ],
+            "type": "object"
+          },
+          {
+            "additionalProperties": false,
+            "properties": {
+              "hmac_secret": {
+                "description": "HMAC secret (≥16 chars) for webhook signature verification. Recommended for production.",
+                "maxLength": 128,
+                "minLength": 16,
+                "type": "string"
+              },
+              "target": {
+                "format": "uri",
+                "maxLength": 512,
+                "type": "string"
+              },
+              "type": {
+                "const": "webhook",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "target"
+            ],
+            "type": "object"
+          },
+          {
+            "additionalProperties": false,
+            "properties": {
+              "target": {
+                "default": "@self",
+                "description": "Always '@self' for dashboard channels. Routes to the in-app inbox keyed by the signal's owning customer.",
+                "maxLength": 16,
+                "type": "string"
+              },
+              "type": {
+                "const": "dashboard",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type"
+            ],
+            "type": "object"
+          },
+          {
+            "additionalProperties": false,
+            "properties": {
+              "target": {
+                "description": "Slack incoming-webhook URL — must be on host hooks.slack.com (e.g. https://hooks.slack.com/services/T0000/B0000/XXXX). The URL itself is the secret, so no HMAC is used.",
+                "format": "uri",
+                "maxLength": 512,
+                "type": "string"
+              },
+              "type": {
+                "const": "slack",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "target"
+            ],
+            "type": "object"
+          },
+          {
+            "additionalProperties": false,
+            "properties": {
+              "target": {
+                "description": "A standing_agent.id identifying which standing agent team to run when this signal fires. NOT a URL — no outbound-URL validation applies to this field.",
+                "maxLength": 64,
+                "minLength": 1,
+                "type": "string"
+              },
+              "type": {
+                "const": "agent_run",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "target"
+            ],
+            "type": "object"
+          }
+        ],
+        "description": "Delivery channel — same discriminated union create_signal accepts (email/webhook/dashboard/slack/agent_run)."
+      },
+      "message": {
+        "description": "Optional custom message; defaults to a summary of the trigger event.",
+        "maxLength": 2000,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "send_alert",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "channel"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "params": {
+        "additionalProperties": {},
+        "description": "reverse_dcf DCF params — see create_report's own schema.",
+        "type": "object"
+      },
+      "report_type": {
+        "description": "Only reverse_dcf; `thesis` reports were retired in 3.14.0 (a stored rule with it is skipped).",
+        "enum": [
+          "reverse_dcf"
+        ],
+        "type": "string"
+      },
+      "ticker": {
+        "description": "Required for report_type=reverse_dcf.",
+        "maxLength": 10,
+        "minLength": 1,
+        "type": "string"
+      },
+      "title": {
+        "maxLength": 200,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "create_report",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "report_type"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "as_of": {
+        "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
+        "type": "string"
+      },
+      "thesis_id": {
+        "maxLength": 64,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "score_thesis",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "thesis_id"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "context": {
+        "additionalProperties": {},
+        "type": "object"
+      },
+      "task": {
+        "maxLength": 500,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "schedule_task",
+        "type": "string"
+      },
+      "wake_in_days": {
+        "exclusiveMinimum": 0,
+        "maximum": 90,
+        "type": "number"
+      }
+    },
+    "required": [
+      "type",
+      "task",
+      "wake_in_days"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "message": {
+        "maxLength": 2000,
+        "minLength": 1,
+        "type": "string"
+      },
+      "title": {
+        "maxLength": 120,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "post_inbox",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "title",
+      "message"
+    ],
+    "type": "object"
+  }
+]
  2. 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."
  3. 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)."
  4. Added
  5. Removed
  6. 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."
  7. Changed1 schema field changed
    • addedInput schema / properties / replaces_rule_id
      Added value: +{
+  "description": "Optional. The id of a signal this call REPLACES — set it when saving an edit, which is stored as create-then-delete because neither engine has an update tool. A verified live record you own is discounted from the tier cap so an edit is cap-neutral; an unknown, deleted, or foreign id is ignored and the cap applies normally.",
+  "maxLength": 64,
+  "minLength": 1,
+  "type": "string"
+}
  8. Changed2 schema fields changed
    • changedInput schema / properties / trigger / anyOf
      Previous value: -[
-  {
-    "additionalProperties": false,
-    "properties": {
-      "alert_id": {
-        "description": "Scope to one specific alert id. Omit to react to ANY of the rule owner's alerts firing.",
-        "maxLength": 64,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "alert_fired",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "interval_minutes": {
-        "description": "Minimum minutes between fires (5 min – 7 days). Rounded up to the nearest 5-minute cron tick.",
-        "maximum": 10080,
-        "minimum": 5,
-        "type": "integer"
-      },
-      "type": {
-        "const": "schedule_tick",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "interval_minutes"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "condition_type_filter": {
-        "description": "Only consider inbox items whose condition_type equals this value. Omit to react to any inbox item.",
-        "maxLength": 60,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "inbox_item",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "ticker": {
-        "maxLength": 10,
-        "minLength": 1,
-        "pattern": "^[A-Za-z][A-Za-z0-9.\\-]{0,9}$",
-        "type": "string"
-      },
-      "type": {
-        "const": "price_threshold",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "ticker"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "forms": {
-        "items": {
-          "maxLength": 10,
-          "minLength": 1,
-          "type": "string"
-        },
-        "maxItems": 10,
-        "type": "array"
-      },
-      "ticker": {
-        "$ref": "#/properties/trigger/anyOf/3/properties/ticker"
-      },
-      "type": {
-        "const": "filing_event",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "type": {
-        "const": "manual",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "task_id": {
-        "description": "Scope to one specific scheduled_task id. Omit to react to ANY of the owner's tasks waking.",
-        "maxLength": 64,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "scheduled_task_wake",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type"
-    ],
-    "type": "object"
-  }
-]New value: +[
+  {
+    "additionalProperties": false,
+    "properties": {
+      "alert_id": {
+        "description": "Scope to one specific alert id. Omit to react to ANY of the rule owner's alerts firing.",
+        "maxLength": 64,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "alert_fired",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "interval_minutes": {
+        "description": "Minimum minutes between fires (5 min – 7 days). Rounded up to the nearest 5-minute cron tick.",
+        "maximum": 10080,
+        "minimum": 5,
+        "type": "integer"
+      },
+      "type": {
+        "const": "schedule_tick",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "interval_minutes"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "condition_type_filter": {
+        "description": "Only consider inbox items whose condition_type equals this value. Omit to react to any inbox item.",
+        "maxLength": 60,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "inbox_item",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "ticker": {
+        "maxLength": 10,
+        "minLength": 1,
+        "pattern": "^[A-Za-z][A-Za-z0-9.\\-]{0,9}$",
+        "type": "string"
+      },
+      "type": {
+        "const": "price_threshold",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "ticker"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "forms": {
+        "items": {
+          "maxLength": 20,
+          "minLength": 1,
+          "type": "string"
+        },
+        "maxItems": 25,
+        "type": "array"
+      },
+      "ticker": {
+        "$ref": "#/properties/trigger/anyOf/3/properties/ticker"
+      },
+      "type": {
+        "const": "filing_event",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "type": {
+        "const": "manual",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "task_id": {
+        "description": "Scope to one specific scheduled_task id. Omit to react to ANY of the owner's tasks waking.",
+        "maxLength": 64,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "scheduled_task_wake",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type"
+    ],
+    "type": "object"
+  }
+]
    • changedOutput schema / properties / rule / properties / trigger_params / anyOf
      Previous value: -[
-  {
-    "additionalProperties": false,
-    "properties": {
-      "alert_id": {
-        "description": "Scope to one specific alert id. Omit to react to ANY of the rule owner's alerts firing.",
-        "maxLength": 64,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "alert_fired",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "interval_minutes": {
-        "description": "Minimum minutes between fires (5 min – 7 days). Rounded up to the nearest 5-minute cron tick.",
-        "maximum": 10080,
-        "minimum": 5,
-        "type": "integer"
-      },
-      "type": {
-        "const": "schedule_tick",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "interval_minutes"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "condition_type_filter": {
-        "description": "Only consider inbox items whose condition_type equals this value. Omit to react to any inbox item.",
-        "maxLength": 60,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "inbox_item",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "ticker": {
-        "maxLength": 10,
-        "minLength": 1,
-        "pattern": "^[A-Za-z][A-Za-z0-9.\\-]{0,9}$",
-        "type": "string"
-      },
-      "type": {
-        "const": "price_threshold",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "ticker"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "forms": {
-        "items": {
-          "maxLength": 10,
-          "minLength": 1,
-          "type": "string"
-        },
-        "maxItems": 10,
-        "type": "array"
-      },
-      "ticker": {
-        "$ref": "#/properties/rule/properties/trigger_params/anyOf/3/properties/ticker"
-      },
-      "type": {
-        "const": "filing_event",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "type": {
-        "const": "manual",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "task_id": {
-        "description": "Scope to one specific scheduled_task id. Omit to react to ANY of the owner's tasks waking.",
-        "maxLength": 64,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "scheduled_task_wake",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type"
-    ],
-    "type": "object"
-  }
-]New value: +[
+  {
+    "additionalProperties": false,
+    "properties": {
+      "alert_id": {
+        "description": "Scope to one specific alert id. Omit to react to ANY of the rule owner's alerts firing.",
+        "maxLength": 64,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "alert_fired",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "interval_minutes": {
+        "description": "Minimum minutes between fires (5 min – 7 days). Rounded up to the nearest 5-minute cron tick.",
+        "maximum": 10080,
+        "minimum": 5,
+        "type": "integer"
+      },
+      "type": {
+        "const": "schedule_tick",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "interval_minutes"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "condition_type_filter": {
+        "description": "Only consider inbox items whose condition_type equals this value. Omit to react to any inbox item.",
+        "maxLength": 60,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "inbox_item",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "ticker": {
+        "maxLength": 10,
+        "minLength": 1,
+        "pattern": "^[A-Za-z][A-Za-z0-9.\\-]{0,9}$",
+        "type": "string"
+      },
+      "type": {
+        "const": "price_threshold",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "ticker"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "forms": {
+        "items": {
+          "maxLength": 20,
+          "minLength": 1,
+          "type": "string"
+        },
+        "maxItems": 25,
+        "type": "array"
+      },
+      "ticker": {
+        "$ref": "#/properties/rule/properties/trigger_params/anyOf/3/properties/ticker"
+      },
+      "type": {
+        "const": "filing_event",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "type": {
+        "const": "manual",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "task_id": {
+        "description": "Scope to one specific scheduled_task id. Omit to react to ANY of the owner's tasks waking.",
+        "maxLength": 64,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "scheduled_task_wake",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type"
+    ],
+    "type": "object"
+  }
+]
  9. Changed2 schema fields changed
    • changedInput schema / properties / action / anyOf
      Previous value: -[
-  {
-    "additionalProperties": false,
-    "properties": {
-      "team_id": {
-        "description": "A standing_agent.id identifying which team to run — same identifier shape as an alert's agent_run channel target.",
-        "maxLength": 64,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "run_team",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "team_id"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "channel": {
-        "anyOf": [
-          {
-            "additionalProperties": false,
-            "properties": {
-              "hmac_secret": {
-                "type": "string"
-              },
-              "target": {
-                "format": "email",
-                "maxLength": 256,
-                "type": "string"
-              },
-              "type": {
-                "const": "email",
-                "type": "string"
-              }
-            },
-            "required": [
-              "type",
-              "target"
-            ],
-            "type": "object"
-          },
-          {
-            "additionalProperties": false,
-            "properties": {
-              "hmac_secret": {
-                "description": "HMAC secret (≥16 chars) for webhook signature verification. Recommended for production.",
-                "maxLength": 128,
-                "minLength": 16,
-                "type": "string"
-              },
-              "target": {
-                "format": "uri",
-                "maxLength": 512,
-                "type": "string"
-              },
-              "type": {
-                "const": "webhook",
-                "type": "string"
-              }
-            },
-            "required": [
-              "type",
-              "target"
-            ],
-            "type": "object"
-          },
-          {
-            "additionalProperties": false,
-            "properties": {
-              "target": {
-                "default": "@self",
-                "description": "Always '@self' for dashboard channels. Routes to the in-app inbox keyed by the alert's owning customer.",
-                "maxLength": 16,
-                "type": "string"
-              },
-              "type": {
-                "const": "dashboard",
-                "type": "string"
-              }
-            },
-            "required": [
-              "type"
-            ],
-            "type": "object"
-          },
-          {
-            "additionalProperties": false,
-            "properties": {
-              "target": {
-                "description": "Slack incoming-webhook URL — must be on host hooks.slack.com (e.g. https://hooks.slack.com/services/T0000/B0000/XXXX). The URL itself is the secret, so no HMAC is used.",
-                "format": "uri",
-                "maxLength": 512,
-                "type": "string"
-              },
-              "type": {
-                "const": "slack",
-                "type": "string"
-              }
-            },
-            "required": [
-              "type",
-              "target"
-            ],
-            "type": "object"
-          },
-          {
-            "additionalProperties": false,
-            "properties": {
-              "target": {
-                "description": "A standing_agent.id identifying which standing agent team to run when this alert fires. NOT a URL — no outbound-URL validation applies to this field.",
-                "maxLength": 64,
-                "minLength": 1,
-                "type": "string"
-              },
-              "type": {
-                "const": "agent_run",
-                "type": "string"
-              }
-            },
-            "required": [
-              "type",
-              "target"
-            ],
-            "type": "object"
-          }
-        ],
-        "description": "Delivery channel — same discriminated union create_alert accepts (email/webhook/dashboard/slack/agent_run)."
-      },
-      "message": {
-        "description": "Optional custom message; defaults to a summary of the trigger event.",
-        "maxLength": 2000,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "send_alert",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "channel"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "params": {
-        "additionalProperties": {},
-        "description": "reverse_dcf DCF params — see create_report's own schema.",
-        "type": "object"
-      },
-      "report_type": {
-        "enum": [
-          "reverse_dcf",
-          "thesis"
-        ],
-        "type": "string"
-      },
-      "thesis_id": {
-        "description": "Required when report_type=thesis.",
-        "maxLength": 64,
-        "minLength": 1,
-        "type": "string"
-      },
-      "ticker": {
-        "description": "Required when report_type=reverse_dcf.",
-        "maxLength": 10,
-        "minLength": 1,
-        "type": "string"
-      },
-      "title": {
-        "maxLength": 200,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "create_report",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "report_type"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "as_of": {
-        "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
-        "type": "string"
-      },
-      "thesis_id": {
-        "maxLength": 64,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "score_thesis",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "thesis_id"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "context": {
-        "additionalProperties": {},
-        "type": "object"
-      },
-      "task": {
-        "maxLength": 500,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "schedule_task",
-        "type": "string"
-      },
-      "wake_in_days": {
-        "exclusiveMinimum": 0,
-        "maximum": 90,
-        "type": "number"
-      }
-    },
-    "required": [
-      "type",
-      "task",
-      "wake_in_days"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "message": {
-        "maxLength": 2000,
-        "minLength": 1,
-        "type": "string"
-      },
-      "title": {
-        "maxLength": 120,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "post_inbox",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "title",
-      "message"
-    ],
-    "type": "object"
-  }
-]New value: +[
+  {
+    "additionalProperties": false,
+    "properties": {
+      "team_id": {
+        "description": "A standing_agent.id identifying which team to run — same identifier shape as a signal's agent_run channel target.",
+        "maxLength": 64,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "run_team",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "team_id"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "channel": {
+        "anyOf": [
+          {
+            "additionalProperties": false,
+            "properties": {
+              "hmac_secret": {
+                "type": "string"
+              },
+              "target": {
+                "format": "email",
+                "maxLength": 256,
+                "type": "string"
+              },
+              "type": {
+                "const": "email",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "target"
+            ],
+            "type": "object"
+          },
+          {
+            "additionalProperties": false,
+            "properties": {
+              "hmac_secret": {
+                "description": "HMAC secret (≥16 chars) for webhook signature verification. Recommended for production.",
+                "maxLength": 128,
+                "minLength": 16,
+                "type": "string"
+              },
+              "target": {
+                "format": "uri",
+                "maxLength": 512,
+                "type": "string"
+              },
+              "type": {
+                "const": "webhook",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "target"
+            ],
+            "type": "object"
+          },
+          {
+            "additionalProperties": false,
+            "properties": {
+              "target": {
+                "default": "@self",
+                "description": "Always '@self' for dashboard channels. Routes to the in-app inbox keyed by the signal's owning customer.",
+                "maxLength": 16,
+                "type": "string"
+              },
+              "type": {
+                "const": "dashboard",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type"
+            ],
+            "type": "object"
+          },
+          {
+            "additionalProperties": false,
+            "properties": {
+              "target": {
+                "description": "Slack incoming-webhook URL — must be on host hooks.slack.com (e.g. https://hooks.slack.com/services/T0000/B0000/XXXX). The URL itself is the secret, so no HMAC is used.",
+                "format": "uri",
+                "maxLength": 512,
+                "type": "string"
+              },
+              "type": {
+                "const": "slack",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "target"
+            ],
+            "type": "object"
+          },
+          {
+            "additionalProperties": false,
+            "properties": {
+              "target": {
+                "description": "A standing_agent.id identifying which standing agent team to run when this signal fires. NOT a URL — no outbound-URL validation applies to this field.",
+                "maxLength": 64,
+                "minLength": 1,
+                "type": "string"
+              },
+              "type": {
+                "const": "agent_run",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "target"
+            ],
+            "type": "object"
+          }
+        ],
+        "description": "Delivery channel — same discriminated union create_signal accepts (email/webhook/dashboard/slack/agent_run)."
+      },
+      "message": {
+        "description": "Optional custom message; defaults to a summary of the trigger event.",
+        "maxLength": 2000,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "send_alert",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "channel"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "params": {
+        "additionalProperties": {},
+        "description": "reverse_dcf DCF params — see create_report's own schema.",
+        "type": "object"
+      },
+      "report_type": {
+        "enum": [
+          "reverse_dcf",
+          "thesis"
+        ],
+        "type": "string"
+      },
+      "thesis_id": {
+        "description": "Required when report_type=thesis.",
+        "maxLength": 64,
+        "minLength": 1,
+        "type": "string"
+      },
+      "ticker": {
+        "description": "Required when report_type=reverse_dcf.",
+        "maxLength": 10,
+        "minLength": 1,
+        "type": "string"
+      },
+      "title": {
+        "maxLength": 200,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "create_report",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "report_type"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "as_of": {
+        "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
+        "type": "string"
+      },
+      "thesis_id": {
+        "maxLength": 64,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "score_thesis",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "thesis_id"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "context": {
+        "additionalProperties": {},
+        "type": "object"
+      },
+      "task": {
+        "maxLength": 500,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "schedule_task",
+        "type": "string"
+      },
+      "wake_in_days": {
+        "exclusiveMinimum": 0,
+        "maximum": 90,
+        "type": "number"
+      }
+    },
+    "required": [
+      "type",
+      "task",
+      "wake_in_days"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "message": {
+        "maxLength": 2000,
+        "minLength": 1,
+        "type": "string"
+      },
+      "title": {
+        "maxLength": 120,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "post_inbox",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "title",
+      "message"
+    ],
+    "type": "object"
+  }
+]
    • changedOutput schema / properties / rule / properties / action_params / anyOf
      Previous value: -[
-  {
-    "additionalProperties": false,
-    "properties": {
-      "team_id": {
-        "description": "A standing_agent.id identifying which team to run — same identifier shape as an alert's agent_run channel target.",
-        "maxLength": 64,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "run_team",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "team_id"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "channel": {
-        "anyOf": [
-          {
-            "additionalProperties": false,
-            "properties": {
-              "hmac_secret": {
-                "type": "string"
-              },
-              "target": {
-                "format": "email",
-                "maxLength": 256,
-                "type": "string"
-              },
-              "type": {
-                "const": "email",
-                "type": "string"
-              }
-            },
-            "required": [
-              "type",
-              "target"
-            ],
-            "type": "object"
-          },
-          {
-            "additionalProperties": false,
-            "properties": {
-              "hmac_secret": {
-                "description": "HMAC secret (≥16 chars) for webhook signature verification. Recommended for production.",
-                "maxLength": 128,
-                "minLength": 16,
-                "type": "string"
-              },
-              "target": {
-                "format": "uri",
-                "maxLength": 512,
-                "type": "string"
-              },
-              "type": {
-                "const": "webhook",
-                "type": "string"
-              }
-            },
-            "required": [
-              "type",
-              "target"
-            ],
-            "type": "object"
-          },
-          {
-            "additionalProperties": false,
-            "properties": {
-              "target": {
-                "default": "@self",
-                "description": "Always '@self' for dashboard channels. Routes to the in-app inbox keyed by the alert's owning customer.",
-                "maxLength": 16,
-                "type": "string"
-              },
-              "type": {
-                "const": "dashboard",
-                "type": "string"
-              }
-            },
-            "required": [
-              "type"
-            ],
-            "type": "object"
-          },
-          {
-            "additionalProperties": false,
-            "properties": {
-              "target": {
-                "description": "Slack incoming-webhook URL — must be on host hooks.slack.com (e.g. https://hooks.slack.com/services/T0000/B0000/XXXX). The URL itself is the secret, so no HMAC is used.",
-                "format": "uri",
-                "maxLength": 512,
-                "type": "string"
-              },
-              "type": {
-                "const": "slack",
-                "type": "string"
-              }
-            },
-            "required": [
-              "type",
-              "target"
-            ],
-            "type": "object"
-          },
-          {
-            "additionalProperties": false,
-            "properties": {
-              "target": {
-                "description": "A standing_agent.id identifying which standing agent team to run when this alert fires. NOT a URL — no outbound-URL validation applies to this field.",
-                "maxLength": 64,
-                "minLength": 1,
-                "type": "string"
-              },
-              "type": {
-                "const": "agent_run",
-                "type": "string"
-              }
-            },
-            "required": [
-              "type",
-              "target"
-            ],
-            "type": "object"
-          }
-        ],
-        "description": "Delivery channel — same discriminated union create_alert accepts (email/webhook/dashboard/slack/agent_run)."
-      },
-      "message": {
-        "description": "Optional custom message; defaults to a summary of the trigger event.",
-        "maxLength": 2000,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "send_alert",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "channel"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "params": {
-        "additionalProperties": {},
-        "description": "reverse_dcf DCF params — see create_report's own schema.",
-        "type": "object"
-      },
-      "report_type": {
-        "enum": [
-          "reverse_dcf",
-          "thesis"
-        ],
-        "type": "string"
-      },
-      "thesis_id": {
-        "description": "Required when report_type=thesis.",
-        "maxLength": 64,
-        "minLength": 1,
-        "type": "string"
-      },
-      "ticker": {
-        "description": "Required when report_type=reverse_dcf.",
-        "maxLength": 10,
-        "minLength": 1,
-        "type": "string"
-      },
-      "title": {
-        "maxLength": 200,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "create_report",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "report_type"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "as_of": {
-        "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
-        "type": "string"
-      },
-      "thesis_id": {
-        "maxLength": 64,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "score_thesis",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "thesis_id"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "context": {
-        "additionalProperties": {},
-        "type": "object"
-      },
-      "task": {
-        "maxLength": 500,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "schedule_task",
-        "type": "string"
-      },
-      "wake_in_days": {
-        "exclusiveMinimum": 0,
-        "maximum": 90,
-        "type": "number"
-      }
-    },
-    "required": [
-      "type",
-      "task",
-      "wake_in_days"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "message": {
-        "maxLength": 2000,
-        "minLength": 1,
-        "type": "string"
-      },
-      "title": {
-        "maxLength": 120,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "post_inbox",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "title",
-      "message"
-    ],
-    "type": "object"
-  }
-]New value: +[
+  {
+    "additionalProperties": false,
+    "properties": {
+      "team_id": {
+        "description": "A standing_agent.id identifying which team to run — same identifier shape as a signal's agent_run channel target.",
+        "maxLength": 64,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "run_team",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "team_id"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "channel": {
+        "anyOf": [
+          {
+            "additionalProperties": false,
+            "properties": {
+              "hmac_secret": {
+                "type": "string"
+              },
+              "target": {
+                "format": "email",
+                "maxLength": 256,
+                "type": "string"
+              },
+              "type": {
+                "const": "email",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "target"
+            ],
+            "type": "object"
+          },
+          {
+            "additionalProperties": false,
+            "properties": {
+              "hmac_secret": {
+                "description": "HMAC secret (≥16 chars) for webhook signature verification. Recommended for production.",
+                "maxLength": 128,
+                "minLength": 16,
+                "type": "string"
+              },
+              "target": {
+                "format": "uri",
+                "maxLength": 512,
+                "type": "string"
+              },
+              "type": {
+                "const": "webhook",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "target"
+            ],
+            "type": "object"
+          },
+          {
+            "additionalProperties": false,
+            "properties": {
+              "target": {
+                "default": "@self",
+                "description": "Always '@self' for dashboard channels. Routes to the in-app inbox keyed by the signal's owning customer.",
+                "maxLength": 16,
+                "type": "string"
+              },
+              "type": {
+                "const": "dashboard",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type"
+            ],
+            "type": "object"
+          },
+          {
+            "additionalProperties": false,
+            "properties": {
+              "target": {
+                "description": "Slack incoming-webhook URL — must be on host hooks.slack.com (e.g. https://hooks.slack.com/services/T0000/B0000/XXXX). The URL itself is the secret, so no HMAC is used.",
+                "format": "uri",
+                "maxLength": 512,
+                "type": "string"
+              },
+              "type": {
+                "const": "slack",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "target"
+            ],
+            "type": "object"
+          },
+          {
+            "additionalProperties": false,
+            "properties": {
+              "target": {
+                "description": "A standing_agent.id identifying which standing agent team to run when this signal fires. NOT a URL — no outbound-URL validation applies to this field.",
+                "maxLength": 64,
+                "minLength": 1,
+                "type": "string"
+              },
+              "type": {
+                "const": "agent_run",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "target"
+            ],
+            "type": "object"
+          }
+        ],
+        "description": "Delivery channel — same discriminated union create_signal accepts (email/webhook/dashboard/slack/agent_run)."
+      },
+      "message": {
+        "description": "Optional custom message; defaults to a summary of the trigger event.",
+        "maxLength": 2000,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "send_alert",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "channel"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "params": {
+        "additionalProperties": {},
+        "description": "reverse_dcf DCF params — see create_report's own schema.",
+        "type": "object"
+      },
+      "report_type": {
+        "enum": [
+          "reverse_dcf",
+          "thesis"
+        ],
+        "type": "string"
+      },
+      "thesis_id": {
+        "description": "Required when report_type=thesis.",
+        "maxLength": 64,
+        "minLength": 1,
+        "type": "string"
+      },
+      "ticker": {
+        "description": "Required when report_type=reverse_dcf.",
+        "maxLength": 10,
+        "minLength": 1,
+        "type": "string"
+      },
+      "title": {
+        "maxLength": 200,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "create_report",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "report_type"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "as_of": {
+        "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
+        "type": "string"
+      },
+      "thesis_id": {
+        "maxLength": 64,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "score_thesis",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "thesis_id"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "context": {
+        "additionalProperties": {},
+        "type": "object"
+      },
+      "task": {
+        "maxLength": 500,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "schedule_task",
+        "type": "string"
+      },
+      "wake_in_days": {
+        "exclusiveMinimum": 0,
+        "maximum": 90,
+        "type": "number"
+      }
+    },
+    "required": [
+      "type",
+      "task",
+      "wake_in_days"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "message": {
+        "maxLength": 2000,
+        "minLength": 1,
+        "type": "string"
+      },
+      "title": {
+        "maxLength": 120,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "post_inbox",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "title",
+      "message"
+    ],
+    "type": "object"
+  }
+]
  10. 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"
+}
  11. 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"
+}
  12. Changed3 schema fields changed
    • addedOutput schema / properties / rule / properties / trigger_wiring_status
      Added value: +{
+  "description": "'live' means a real event source calls evaluateRulesForEvent() for this trigger_type today — this rule CAN fire. 'not_yet_wired' means the trigger_type is accepted and persisted for forward-compatibility but no code path dispatches it yet — this rule will never fire until Valuein wires that trigger source. Check this before relying on a rule; use alert_fired/inbox_item/scheduled_task_wake/schedule_tick for a rule that fires today.",
+  "enum": [
+    "live",
+    "not_yet_wired"
+  ],
+  "type": "string"
+}
    • changedOutput schema / properties / rule / required
      Previous value: -[
-  "id",
-  "name",
-  "trigger_type",
-  "trigger_params",
-  "condition_expr",
-  "action_type",
-  "action_params",
-  "enabled",
-  "last_fired_at",
-  "fire_count",
-  "created_at"
-]New value: +[
+  "id",
+  "name",
+  "trigger_type",
+  "trigger_params",
+  "condition_expr",
+  "action_type",
+  "action_params",
+  "enabled",
+  "last_fired_at",
+  "fire_count",
+  "created_at",
+  "trigger_wiring_status"
+]
    • addedOutput schema / properties / warning
      Added value: +{
+  "type": "string"
+}
  13. Added

TDQS

A3.9/5.0
Behavior1/5

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

The description is unusually rich about wiring status, retired `score_thesis`, tier limits, and the limited `condition_expr` grammar. However, it states that `replaces_rule_id` is implemented as 'create-then-delete,' which is a destructive side effect, while annotations declare `destructiveHint: false`. Under the rules, that contradiction requires a score of 1.

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?

The description is front-loaded with the core purpose and the most important operational caveats. It is dense but mostly earns its length; minor improvement would come from structuring the trigger/action matrix and wiring caveats into separate lines rather than one long paragraph.

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?

An output schema exists, so return-value documentation is not required. The description nevertheless covers the critical behavioral context an agent needs, including trigger wiring status, accepted/refused types, condition expression limits, tier restrictions, and replacement semantics.

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

Parameters5/5

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

Although schema coverage is 100%, the description adds substantial meaning beyond the schema: it explains live vs not-yet-wired triggers, why `price_threshold` and `manual` are accepted but never fire, that `score_thesis` is refused, the exact shape and anti-loop purpose of `condition_expr`, and the cap-neutral behavior of `replaces_rule_id`.

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 states a specific verb and resource: 'Persist a trigger -> action rule and register it with the evaluator.' It also immediately identifies the trigger and action model, making clear this is the rule-creation tool rather than a test, list, or delete operation.

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 strong operational guidance: use `test_rule` immediately after creation, omit `condition_expr` to fire on the trigger alone, and set `replaces_rule_id` when saving an edit. It does not explicitly compare `create_rule` to sibling tools such as `create_signal` or `update_signal`, so it falls short of a full when/when-not/alternatives treatment.

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

All Valuein — SEC EDGAR Fundamentals & Smart-Money Data toolsInspect
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