Valuein — SEC EDGAR Fundamentals & Smart-Money Data

Create Signal

create_signal

Persist a signal and register it with the firing pipeline. Five condition shapes:

filing_event — fire when a ticker files a chosen form type (8-K, 10-K, etc.).
ratio_threshold — fire when a ticker's financial ratio crosses a threshold (e.g. interest_coverage < 1.5).
watchlist_change — fire when any ticker in a named watchlist files; takes the same optional forms filter as filing_event.
price_move (Pro+) — fire when a ticker's close-to-close move over 1/5/21 trading days crosses a percent threshold in a given direction.
fundamental_change (Pro+) — fire when a standard_concept reports a brand-new period or gets restated.

Smart-money forms (insider Forms 3, 4, 5, 144; 13F-HR, SC 13D, SC 13G) and an empty forms list (= every form) need the Institutional plan; other plans get an ENTITLEMENT_DENIED with an upgrade_url.

Delivery channels: email (for filing_event / watchlist_change this is the MORNING DIGEST — every filing matched since the previous digest, each with its SEC link, in one email at the customer's local 7am; for the other conditions a transactional email at most ONE per signal per UTC day, further matches that day landing in the in-app inbox), webhook (HMAC-SHA256-signed POST), slack (hooks.slack.com incoming webhook), dashboard (in-app inbox), or agent_run (runs a standing agent and delivers the finished artifact to your inbox; the run itself bills to the owner's own AI key or prepaid balance). Pass ONE channel as channel, or several (up to 4, distinct) as channels — e.g. inbox AND email. The cron evaluator runs every 5 minutes. Use test_signal to verify your channels are wired correctly before relying on the cron.

Input Schema

Name	Required	Description
`name`	Yes	Human-readable label.
`channel`	No	ONE delivery channel for a match — `email` (filing conditions: the morning digest; other conditions: one transactional email per signal per UTC day, the rest go to the inbox), `webhook` (HMAC-SHA256-signed POST to your URL), `slack` (POST to a hooks.slack.com incoming-webhook URL), `dashboard` (in-app inbox, readable via list_signal_inbox), or `agent_run` (runs a standing agent identified by its id, delivering the finished artifact to your inbox). Use `channels` instead to deliver to several at once; one of the two is required.
`channels`	No	SEVERAL delivery channels for a match, in order (up to 4, each a distinct type+target) — e.g. `[{type:'dashboard'},{type:'email',target:'you@fund.com'}]` to get the inbox item AND the email. The first entry is what `channel` reports. Takes precedence over `channel` when both are given.
`condition`	Yes	Condition evaluated each cron tick — a discriminated union of `filing_event` (a watched ticker files a new form), `ratio_threshold` (a financial ratio crosses a comparator/threshold), `watchlist_change` (any ticker in a named watchlist files), `price_move` (Pro+ — a close-to-close move crosses a percent threshold), or `fundamental_change` (Pro+ — a standard_concept reports a new period or gets restated).
`replaces_signal_id`	No	Optional. The id of a signal this call REPLACES with a NEW one. Prefer `update_signal`, which edits in place and keeps the fire history; use this only when you deliberately want a fresh record. A verified live record you own is discounted from the tier cap so the swap is cap-neutral; an unknown, deleted, or foreign id is ignored and the cap applies normally.

Output Schema

Name	Required	Description
`_meta`	Yes	Provenance envelope — data lineage for every MCP response
`signal`	Yes
`cron_indexed`	Yes

Schema Changelog

Changes observed during successful MCP inspections.

Changed1 schema field changedOct 29, 2026

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."

Changed2 schema fields changedOct 29, 2026

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)."

AddedOct 16, 2026
RemovedSep 29, 2026

Changed1 schema field changedSep 18, 2026

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."

Changed1 schema field changedSep 17, 2026

changedInput schema / properties / channel / description

Previous value: -"ONE delivery channel for a match — `email` (transactional email; one per signal per UTC day, the rest go to the inbox), `webhook` (HMAC-SHA256-signed POST to your URL), `slack` (POST to a hooks.slack.com incoming-webhook URL), `dashboard` (in-app inbox, readable via list_signal_inbox), or `agent_run` (runs a standing agent identified by its id, delivering the finished artifact to your inbox). Use `channels` instead to deliver to several at once; one of the two is required."New value: +"ONE delivery channel for a match — `email` (filing conditions: the morning digest; other conditions: one transactional email per signal per UTC day, the rest go to the inbox), `webhook` (HMAC-SHA256-signed POST to your URL), `slack` (POST to a hooks.slack.com incoming-webhook URL), `dashboard` (in-app inbox, readable via list_signal_inbox), or `agent_run` (runs a standing agent identified by its id, delivering the finished artifact to your inbox). Use `channels` instead to deliver to several at once; one of the two is required."

Changed1 schema field changedSep 17, 2026

changedInput schema / properties / replaces_signal_id / description

Previous value: -"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."New value: +"Optional. The id of a signal this call REPLACES with a NEW one. Prefer `update_signal`, which edits in place and keeps the fire history; use this only when you deliberately want a fresh record. A verified live record you own is discounted from the tier cap so the swap is cap-neutral; an unknown, deleted, or foreign id is ignored and the cap applies normally."

Changed5 schema fields changedSep 17, 2026

changedInput schema / properties / channel / description

Previous value: -"Delivery channel for a match — `email` (transactional email), `webhook` (HMAC-SHA256-signed POST to your URL), `slack` (POST to a hooks.slack.com incoming-webhook URL), `dashboard` (in-app inbox, readable via list_signal_inbox), or `agent_run` (runs a standing agent identified by its id, delivering the finished artifact to your inbox)."New value: +"ONE delivery channel for a match — `email` (transactional email; one per signal per UTC day, the rest go to the inbox), `webhook` (HMAC-SHA256-signed POST to your URL), `slack` (POST to a hooks.slack.com incoming-webhook URL), `dashboard` (in-app inbox, readable via list_signal_inbox), or `agent_run` (runs a standing agent identified by its id, delivering the finished artifact to your inbox). Use `channels` instead to deliver to several at once; one of the two is required."

addedInput schema / properties / channels

Added value: +{
+  "description": "SEVERAL delivery channels for a match, in order (up to 4, each a distinct type+target) — e.g. `[{type:'dashboard'},{type:'email',target:'you@fund.com'}]` to get the inbox item AND the email. The first entry is what `channel` reports. Takes precedence over `channel` when both are given.",
+  "items": {
+    "$ref": "#/properties/channel"
+  },
+  "maxItems": 4,
+  "minItems": 1,
+  "type": "array"
+}

changedInput schema / required

Previous value: -[
-  "name",
-  "condition",
-  "channel"
-]New value: +[
+  "name",
+  "condition"
+]

addedOutput schema / properties / signal / properties / channels

Added value: +{
+  "items": {
+    "$ref": "#/properties/signal/properties/channel"
+  },
+  "maxItems": 4,
+  "minItems": 1,
+  "type": "array"
+}

changedOutput schema / properties / signal / required

Previous value: -[
-  "id",
-  "name",
-  "condition",
-  "channel",
-  "status",
-  "last_triggered_at",
-  "trigger_count",
-  "created_at",
-  "updated_at"
-]New value: +[
+  "id",
+  "name",
+  "condition",
+  "channel",
+  "channels",
+  "status",
+  "last_triggered_at",
+  "trigger_count",
+  "created_at",
+  "updated_at"
+]

Changed1 schema field changedSep 14, 2026

addedInput schema / properties / replaces_signal_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"
+}

Changed4 schema fields changedSep 14, 2026

changedInput schema / properties / channel / description

Previous value: -"Delivery channel for a match — `email` (transactional email), `webhook` (HMAC-SHA256-signed POST to your URL), `slack` (POST to a hooks.slack.com incoming-webhook URL), `dashboard` (in-app inbox, readable via list_signal_inbox), or `agent_run` (Pro+ — runs a standing agent team identified by its id, delivering the finished artifact to your inbox)."New value: +"Delivery channel for a match — `email` (transactional email), `webhook` (HMAC-SHA256-signed POST to your URL), `slack` (POST to a hooks.slack.com incoming-webhook URL), `dashboard` (in-app inbox, readable via list_signal_inbox), or `agent_run` (runs a standing agent identified by its id, delivering the finished artifact to your inbox)."

changedInput schema / properties / condition / anyOf

Previous value: -[
-  {
-    "additionalProperties": false,
-    "properties": {
-      "forms": {
-        "description": "SEC form types to listen for, e.g. ['8-K', '10-K'].",
-        "items": {
-          "maxLength": 10,
-          "minLength": 1,
-          "type": "string"
-        },
-        "maxItems": 10,
-        "minItems": 1,
-        "type": "array"
-      },
-      "tickers": {
-        "items": {
-          "maxLength": 10,
-          "minLength": 1,
-          "type": "string"
-        },
-        "maxItems": 50,
-        "minItems": 1,
-        "type": "array"
-      },
-      "type": {
-        "const": "filing_event",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "tickers",
-      "forms"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "comparator": {
-        "enum": [
-          "lt",
-          "gt",
-          "lte",
-          "gte"
-        ],
-        "type": "string"
-      },
-      "ratio": {
-        "description": "Ratio name (e.g. 'interest_coverage' or 'net_debt_to_ebitda').",
-        "maxLength": 60,
-        "minLength": 1,
-        "type": "string"
-      },
-      "threshold": {
-        "type": "number"
-      },
-      "ticker": {
-        "maxLength": 10,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "ratio_threshold",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "ticker",
-      "ratio",
-      "comparator",
-      "threshold"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "type": {
-        "const": "watchlist_change",
-        "type": "string"
-      },
-      "watchlist_name": {
-        "maxLength": 80,
-        "minLength": 1,
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "watchlist_name"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "direction": {
-        "description": "Which direction of move to fire on. 'any' fires on either direction.",
-        "enum": [
-          "up",
-          "down",
-          "any"
-        ],
-        "type": "string"
-      },
-      "threshold_pct": {
-        "description": "Minimum absolute close-to-close move, in percent (0.5–50), to fire.",
-        "maximum": 50,
-        "minimum": 0.5,
-        "type": "number"
-      },
-      "ticker": {
-        "maxLength": 10,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "price_move",
-        "type": "string"
-      },
-      "window_days": {
-        "description": "Trading-day lookback window: 1 (daily), 5 (weekly), or 21 (monthly).",
-        "enum": [
-          1,
-          5,
-          21
-        ],
-        "type": "number"
-      }
-    },
-    "required": [
-      "type",
-      "ticker",
-      "direction",
-      "threshold_pct",
-      "window_days"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "change": {
-        "description": "'new_period' fires only on a brand-new reporting period; 'restated' fires only when an already-reported period gets a new accepted_at vintage (an amendment); 'any' fires on either.",
-        "enum": [
-          "new_period",
-          "restated",
-          "any"
-        ],
-        "type": "string"
-      },
-      "concept": {
-        "description": "Standard concept name, e.g. 'TotalRevenue', 'NetIncome', 'OperatingCashFlow'.",
-        "maxLength": 80,
-        "minLength": 1,
-        "type": "string"
-      },
-      "ticker": {
-        "maxLength": 10,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "fundamental_change",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "ticker",
-      "concept",
-      "change"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "type": {
-        "const": "watchlist_restatement",
-        "type": "string"
-      },
-      "watchlist_name": {
-        "description": "Fire when ANY company in this watchlist has a fact materially restated (>0.5% swing) by a later SEC filing — the Restatement Radar, scoped to a watchlist. Distinct from fundamental_change (one ticker + one concept).",
-        "maxLength": 80,
-        "minLength": 1,
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "watchlist_name"
-    ],
-    "type": "object"
-  }
-]New value: +[
+  {
+    "additionalProperties": false,
+    "properties": {
+      "forms": {
+        "description": "SEC form types to listen for, e.g. ['8-K', '10-K'] or ['SC 13D']. An EMPTY list means any filing. Amendments match their base form (a 10-K/A fires a 10-K signal) and EDGAR's two spellings of the schedules are equivalent ('SC 13D' === 'SCHEDULE 13D').",
+        "items": {
+          "maxLength": 20,
+          "minLength": 1,
+          "type": "string"
+        },
+        "maxItems": 25,
+        "type": "array"
+      },
+      "tickers": {
+        "items": {
+          "maxLength": 10,
+          "minLength": 1,
+          "type": "string"
+        },
+        "maxItems": 50,
+        "minItems": 1,
+        "type": "array"
+      },
+      "type": {
+        "const": "filing_event",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "tickers",
+      "forms"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "comparator": {
+        "enum": [
+          "lt",
+          "gt",
+          "lte",
+          "gte"
+        ],
+        "type": "string"
+      },
+      "ratio": {
+        "description": "Ratio name (e.g. 'interest_coverage' or 'net_debt_to_ebitda').",
+        "maxLength": 60,
+        "minLength": 1,
+        "type": "string"
+      },
+      "threshold": {
+        "type": "number"
+      },
+      "ticker": {
+        "maxLength": 10,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "ratio_threshold",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "ticker",
+      "ratio",
+      "comparator",
+      "threshold"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "forms": {
+        "description": "SEC form types to fire on, e.g. ['10-K', '10-Q']. Omit to keep the historical default set (8-K, 10-K, 10-Q, 20-F, 6-K, SC 13D, SC 13G, S-1, S-3); an empty list means any filing.",
+        "items": {
+          "maxLength": 20,
+          "minLength": 1,
+          "type": "string"
+        },
+        "maxItems": 25,
+        "type": "array"
+      },
+      "type": {
+        "const": "watchlist_change",
+        "type": "string"
+      },
+      "watchlist_name": {
+        "maxLength": 80,
+        "minLength": 1,
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "watchlist_name"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "direction": {
+        "description": "Which direction of move to fire on. 'any' fires on either direction.",
+        "enum": [
+          "up",
+          "down",
+          "any"
+        ],
+        "type": "string"
+      },
+      "threshold_pct": {
+        "description": "Minimum absolute close-to-close move, in percent (0.5–50), to fire.",
+        "maximum": 50,
+        "minimum": 0.5,
+        "type": "number"
+      },
+      "ticker": {
+        "maxLength": 10,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "price_move",
+        "type": "string"
+      },
+      "window_days": {
+        "description": "Trading-day lookback window: 1 (daily), 5 (weekly), or 21 (monthly).",
+        "enum": [
+          1,
+          5,
+          21
+        ],
+        "type": "number"
+      }
+    },
+    "required": [
+      "type",
+      "ticker",
+      "direction",
+      "threshold_pct",
+      "window_days"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "change": {
+        "description": "'new_period' fires only on a brand-new reporting period; 'restated' fires only when an already-reported period gets a new accepted_at vintage (an amendment); 'any' fires on either.",
+        "enum": [
+          "new_period",
+          "restated",
+          "any"
+        ],
+        "type": "string"
+      },
+      "concept": {
+        "description": "Standard concept name, e.g. 'TotalRevenue', 'NetIncome', 'OperatingCashFlow'.",
+        "maxLength": 80,
+        "minLength": 1,
+        "type": "string"
+      },
+      "ticker": {
+        "maxLength": 10,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "fundamental_change",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "ticker",
+      "concept",
+      "change"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "type": {
+        "const": "watchlist_restatement",
+        "type": "string"
+      },
+      "watchlist_name": {
+        "description": "Fire when ANY company in this watchlist has a fact materially restated (>0.5% swing) by a later SEC filing — the Restatement Radar, scoped to a watchlist. Distinct from fundamental_change (one ticker + one concept).",
+        "maxLength": 80,
+        "minLength": 1,
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "watchlist_name"
+    ],
+    "type": "object"
+  }
+]

changedInput schema / properties / condition / description

Previous value: -"Condition evaluated each cron tick — a discriminated union of `filing_event` (a watched ticker files a new form), `ratio_threshold` (a financial ratio crosses a comparator/threshold), `watchlist_change` (a named watchlist's membership changes), `price_move` (Pro+ — a close-to-close move crosses a percent threshold), or `fundamental_change` (Pro+ — a standard_concept reports a new period or gets restated)."New value: +"Condition evaluated each cron tick — a discriminated union of `filing_event` (a watched ticker files a new form), `ratio_threshold` (a financial ratio crosses a comparator/threshold), `watchlist_change` (any ticker in a named watchlist files), `price_move` (Pro+ — a close-to-close move crosses a percent threshold), or `fundamental_change` (Pro+ — a standard_concept reports a new period or gets restated)."

changedOutput schema / properties / signal / properties / condition / anyOf

Previous value: -[
-  {
-    "additionalProperties": false,
-    "properties": {
-      "forms": {
-        "description": "SEC form types to listen for, e.g. ['8-K', '10-K'].",
-        "items": {
-          "maxLength": 10,
-          "minLength": 1,
-          "type": "string"
-        },
-        "maxItems": 10,
-        "minItems": 1,
-        "type": "array"
-      },
-      "tickers": {
-        "items": {
-          "maxLength": 10,
-          "minLength": 1,
-          "type": "string"
-        },
-        "maxItems": 50,
-        "minItems": 1,
-        "type": "array"
-      },
-      "type": {
-        "const": "filing_event",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "tickers",
-      "forms"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "comparator": {
-        "enum": [
-          "lt",
-          "gt",
-          "lte",
-          "gte"
-        ],
-        "type": "string"
-      },
-      "ratio": {
-        "description": "Ratio name (e.g. 'interest_coverage' or 'net_debt_to_ebitda').",
-        "maxLength": 60,
-        "minLength": 1,
-        "type": "string"
-      },
-      "threshold": {
-        "type": "number"
-      },
-      "ticker": {
-        "maxLength": 10,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "ratio_threshold",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "ticker",
-      "ratio",
-      "comparator",
-      "threshold"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "type": {
-        "const": "watchlist_change",
-        "type": "string"
-      },
-      "watchlist_name": {
-        "maxLength": 80,
-        "minLength": 1,
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "watchlist_name"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "direction": {
-        "description": "Which direction of move to fire on. 'any' fires on either direction.",
-        "enum": [
-          "up",
-          "down",
-          "any"
-        ],
-        "type": "string"
-      },
-      "threshold_pct": {
-        "description": "Minimum absolute close-to-close move, in percent (0.5–50), to fire.",
-        "maximum": 50,
-        "minimum": 0.5,
-        "type": "number"
-      },
-      "ticker": {
-        "maxLength": 10,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "price_move",
-        "type": "string"
-      },
-      "window_days": {
-        "description": "Trading-day lookback window: 1 (daily), 5 (weekly), or 21 (monthly).",
-        "enum": [
-          1,
-          5,
-          21
-        ],
-        "type": "number"
-      }
-    },
-    "required": [
-      "type",
-      "ticker",
-      "direction",
-      "threshold_pct",
-      "window_days"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "change": {
-        "description": "'new_period' fires only on a brand-new reporting period; 'restated' fires only when an already-reported period gets a new accepted_at vintage (an amendment); 'any' fires on either.",
-        "enum": [
-          "new_period",
-          "restated",
-          "any"
-        ],
-        "type": "string"
-      },
-      "concept": {
-        "description": "Standard concept name, e.g. 'TotalRevenue', 'NetIncome', 'OperatingCashFlow'.",
-        "maxLength": 80,
-        "minLength": 1,
-        "type": "string"
-      },
-      "ticker": {
-        "maxLength": 10,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "fundamental_change",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "ticker",
-      "concept",
-      "change"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "type": {
-        "const": "watchlist_restatement",
-        "type": "string"
-      },
-      "watchlist_name": {
-        "description": "Fire when ANY company in this watchlist has a fact materially restated (>0.5% swing) by a later SEC filing — the Restatement Radar, scoped to a watchlist. Distinct from fundamental_change (one ticker + one concept).",
-        "maxLength": 80,
-        "minLength": 1,
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "watchlist_name"
-    ],
-    "type": "object"
-  }
-]New value: +[
+  {
+    "additionalProperties": false,
+    "properties": {
+      "forms": {
+        "description": "SEC form types to listen for, e.g. ['8-K', '10-K'] or ['SC 13D']. An EMPTY list means any filing. Amendments match their base form (a 10-K/A fires a 10-K signal) and EDGAR's two spellings of the schedules are equivalent ('SC 13D' === 'SCHEDULE 13D').",
+        "items": {
+          "maxLength": 20,
+          "minLength": 1,
+          "type": "string"
+        },
+        "maxItems": 25,
+        "type": "array"
+      },
+      "tickers": {
+        "items": {
+          "maxLength": 10,
+          "minLength": 1,
+          "type": "string"
+        },
+        "maxItems": 50,
+        "minItems": 1,
+        "type": "array"
+      },
+      "type": {
+        "const": "filing_event",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "tickers",
+      "forms"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "comparator": {
+        "enum": [
+          "lt",
+          "gt",
+          "lte",
+          "gte"
+        ],
+        "type": "string"
+      },
+      "ratio": {
+        "description": "Ratio name (e.g. 'interest_coverage' or 'net_debt_to_ebitda').",
+        "maxLength": 60,
+        "minLength": 1,
+        "type": "string"
+      },
+      "threshold": {
+        "type": "number"
+      },
+      "ticker": {
+        "maxLength": 10,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "ratio_threshold",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "ticker",
+      "ratio",
+      "comparator",
+      "threshold"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "forms": {
+        "description": "SEC form types to fire on, e.g. ['10-K', '10-Q']. Omit to keep the historical default set (8-K, 10-K, 10-Q, 20-F, 6-K, SC 13D, SC 13G, S-1, S-3); an empty list means any filing.",
+        "items": {
+          "maxLength": 20,
+          "minLength": 1,
+          "type": "string"
+        },
+        "maxItems": 25,
+        "type": "array"
+      },
+      "type": {
+        "const": "watchlist_change",
+        "type": "string"
+      },
+      "watchlist_name": {
+        "maxLength": 80,
+        "minLength": 1,
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "watchlist_name"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "direction": {
+        "description": "Which direction of move to fire on. 'any' fires on either direction.",
+        "enum": [
+          "up",
+          "down",
+          "any"
+        ],
+        "type": "string"
+      },
+      "threshold_pct": {
+        "description": "Minimum absolute close-to-close move, in percent (0.5–50), to fire.",
+        "maximum": 50,
+        "minimum": 0.5,
+        "type": "number"
+      },
+      "ticker": {
+        "maxLength": 10,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "price_move",
+        "type": "string"
+      },
+      "window_days": {
+        "description": "Trading-day lookback window: 1 (daily), 5 (weekly), or 21 (monthly).",
+        "enum": [
+          1,
+          5,
+          21
+        ],
+        "type": "number"
+      }
+    },
+    "required": [
+      "type",
+      "ticker",
+      "direction",
+      "threshold_pct",
+      "window_days"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "change": {
+        "description": "'new_period' fires only on a brand-new reporting period; 'restated' fires only when an already-reported period gets a new accepted_at vintage (an amendment); 'any' fires on either.",
+        "enum": [
+          "new_period",
+          "restated",
+          "any"
+        ],
+        "type": "string"
+      },
+      "concept": {
+        "description": "Standard concept name, e.g. 'TotalRevenue', 'NetIncome', 'OperatingCashFlow'.",
+        "maxLength": 80,
+        "minLength": 1,
+        "type": "string"
+      },
+      "ticker": {
+        "maxLength": 10,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "fundamental_change",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "ticker",
+      "concept",
+      "change"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "type": {
+        "const": "watchlist_restatement",
+        "type": "string"
+      },
+      "watchlist_name": {
+        "description": "Fire when ANY company in this watchlist has a fact materially restated (>0.5% swing) by a later SEC filing — the Restatement Radar, scoped to a watchlist. Distinct from fundamental_change (one ticker + one concept).",
+        "maxLength": 80,
+        "minLength": 1,
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "watchlist_name"
+    ],
+    "type": "object"
+  }
+]

Changed1 schema field changedAug 9, 2026

changedInput schema / properties / channel / description

Previous value: -"Delivery channel for a match — `email` (Resend transactional email), `webhook` (HMAC-SHA256-signed POST to your URL), `slack` (POST to a hooks.slack.com incoming-webhook URL), `dashboard` (in-app inbox, readable via list_signal_inbox), or `agent_run` (Pro+ — runs a standing agent team identified by its id, delivering the finished artifact to your inbox)."New value: +"Delivery channel for a match — `email` (transactional email), `webhook` (HMAC-SHA256-signed POST to your URL), `slack` (POST to a hooks.slack.com incoming-webhook URL), `dashboard` (in-app inbox, readable via list_signal_inbox), or `agent_run` (Pro+ — runs a standing agent team identified by its id, delivering the finished artifact to your inbox)."

AddedAug 7, 2026

TDQS

A4.3/5.0

Behavior5/5

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

Annotations only declare the write/non-idempotent/non-destructive profile; the description goes far beyond, disclosing entitlement failure behavior (ENTITLEMENT_DENIED with upgrade_url), delivery semantics (morning digest at local 7am vs. one transactional email per UTC day, overflow to inbox), webhook HMAC-SHA256 signing, the 5-minute cron cadence, and that agent_run bills the owner's own AI key. That is exactly the operational context an agent needs before creating a live recurring artifact.

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

Conciseness4/5

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

Front-loaded with the core action in sentence one, then a well-structured bulleted enumeration of condition shapes and a dense but purposeful delivery-channel paragraph. It is long, and the delivery paragraph could be tightened, but nearly every clause carries decision-relevant detail.

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

Completeness4/5

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

Output schema exists so return values need no explanation, and the description covers the hard parts (entitlements, channel mechanics, cron, test_signal). The notable gap: it announces 'Five condition shapes' while the schema accepts six — `watchlist_restatement` (Restatement Radar) is never mentioned in the description, so an agent skimming only the prose would miss a supported mode. There is also no warning about the non-idempotent duplicate-creation risk on retry.

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

Parameters3/5

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

Schema description coverage is 100% and the channel/condition unions are already richly documented inline, so the baseline of 3 applies. The description adds a little beyond the schema — the 7am local digest timing and 'each with its SEC link' — but on the key parameters it largely restates what the schema already says.

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?

A specific verb+resource ('Persist a signal and register it with the firing pipeline') followed by an enumerated taxonomy of condition shapes with concrete examples (interest_coverage < 1.5, 8-K/10-K). It reads nothing like the neighboring delete_signal, list_signals, update_signal, or test_signal tools, so an agent can pick it out immediately.

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 states plan prerequisites (Institutional for smart-money forms and empty `forms`; Pro+ for price_move and fundamental_change) and names the right pre-flight alternative: 'Use `test_signal` to verify your channels are wired correctly before relying on the cron.' It does not, however, tell the agent when to prefer update_signal over this tool — that routing advice lives only in the `replaces_signal_id` schema field, not the description.

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 tools Inspect

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