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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.

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

TableJSON Schema
NameRequiredDescriptionDefault
nameYesHuman-readable label.
channelNoONE 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.
channelsNoSEVERAL 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.
conditionYesCondition 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_idNoOptional. 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

TableJSON Schema
NameRequiredDescriptionDefault
_metaYesProvenance envelope — data lineage for every MCP response
signalYes
cron_indexedYes

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
    • 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."
  3. Changed1 schema field changed
    • 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."
  4. Changed5 schema fields changed
    • 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"
      +]
  5. Changed1 schema field changed
    • 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"
      +}
  6. Changed4 schema fields changed
    • 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"
      +  }
      +]
  7. Changed1 schema field changed
    • 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)."
  8. Added

TDQS

A4.6/5.0
Behavior5/5

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

Beyond the annotations, the description richly discloses behavior: the 5-minute cron evaluator, channel-specific delivery semantics (morning digest at local 7am, one transactional email per UTC day), webhook HMAC signing, and agent_run billing implications. This adds substantial context about side effects and recurring behavior.

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 efficiently structured with bullet-like condition shapes and channel explanations. It is front-loaded with the core action and every section conveys usable semantics. Some detail repeats schema descriptions, which keeps it from a 5, but it is appropriately sized for a complex tool.

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

Completeness5/5

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

For a tool with five parameters, a discriminated union of conditions, multiple channel types, and plan gating (Pro+), the description covers the operational behavior, delivery semantics, cron schedule, verification path, and cost implications. An output schema exists, so return-value documentation is not required.

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 real meaning with concrete examples ('interest_coverage < 1.5', '1/5/21 trading days') and clarifies channel behavior beyond the schema, such as the morning digest contents and agent_run billing. It does not fully enumerate every parameter, but it enhances conceptual understanding.

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 opens with 'Persist a signal and register it with the firing pipeline,' which is a specific verb+resource statement. It goes on to enumerate the five condition shapes and delivery channels, making it easy to distinguish from sibling tools like test_signal, update_signal, and delete_signal.

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 clear context on when to use the tool, such as the condition types, channel selection, and the explicit pointer 'Use test_signal to verify your channels are wired correctly before relying on the cron.' It does not explicitly contrast with update_signal or delete_signal, though the schema's replaces_signal_id mentions update_signal.

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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