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Glama

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 six action types (run_team, send_alert, create_report, score_thesis, schedule_task, post_inbox). 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

TableJSON 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

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

Schema Changelog

Changes observed during successful MCP inspections.

  1. 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."
  2. 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"
+}
  3. 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"
+  }
+]
  4. 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"
+  }
+]
  5. 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"
+}
  6. 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"
+}
  7. 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"
+}
  8. Added

TDQS

A4.6/5.0
Behavior5/5

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

With only non-informative boolean hints in annotations, the description carries the full burden and delivers rich behavioral detail: accepted triggers that have no live event source are persisted but never fire, trigger_wiring_status is authoritative from the dispatcher registry, test_rule verifies without spending a real dispatch, and condition_expr is intentionally restricted to prevent looping. This is unusually candid.

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 long but front-loaded and logically organized: purpose first, then wiring caveats, expression semantics, verification workflow, and access tier. Some content, such as the full trigger/action type lists, duplicates schema information, but each sentence earns its place because it adds context or warns about non-obvious behavior.

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?

Given the tool's complexity — multiple trigger types, a discriminated action union, an optional expression, replacement semantics, and an output schema — the description covers the critical operational knowledge an agent needs: which triggers actually dispatch, how to check wiring status, how to test safely, and the access tier. replaces_rule_id is not in prose, but the schema documents it thoroughly and an output schema exists.

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 adds value beyond the schema by identifying which trigger types are live vs not_yet_wired, explaining condition_expr's grammar and limitations, and recommending composing multiple rules for multi-condition logic. Remaining parameters like name, action, and replaces_rule_id are already fully documented in the schema.

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 first sentence states a specific, unambiguous operation: 'Persist a trigger -> action rule and register it with the evaluator.' The description then enumerates the accepted trigger and action types, making the tool's scope immediately clear and distinguishing it from signal-creation and rule-testing siblings.

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

Usage Guidelines4/5

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

The description gives strong usage direction: use test_rule immediately after creation to verify behavior, avoid relying on price_threshold/manual triggers because they will never fire, and compose multiple rules when more than one condition comparison is needed. It does not explicitly contrast this tool with create_signal or update_signal, but the provided scenarios are specific and actionable.

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

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