Valuein — SEC EDGAR Fundamentals & Smart-Money Data

Get Agent Memory

get_agent_memory

Read-onlyIdempotent

Recall this user's durable memory. Omit key (or pass null) to read EVERYTHING you have remembered, newest-first — do this at the START of a task to re-ground yourself. Pass a specific key to fetch one entry. An absent key returns an empty list, never an error (absence is a first-class answer). Tier: sp500+ (sample rejected).

Input Schema

Name	Required	Description	Default
`key`	No	A specific key to fetch, or omit/null to recall all memory (newest-first).

Output Schema

Name	Required	Description	Default
`_meta`	Yes	Provenance envelope — data lineage for every MCP response
`memories`	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."

Changed2 schema fields changedJul 25, 2026

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"
+}

AddedJul 10, 2026

TDQS

A4.7/5.0

Behavior5/5

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

Annotations already cover readOnly/idempotent/non-destructive, but the description adds materially new behavior: results are newest-first, an absent key yields an empty list rather than an error ('absence is a first-class answer'), and there is an access-tier gate ('sp500+, sample rejected'). That empty-result-not-error contract is exactly the kind of detail that prevents an agent from treating a miss as a failure.

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

Conciseness5/5

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

Front-loaded with the core action, then the two modes, then the error contract, then the access tier. No sentence is filler and no restatement of the title.

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 single-optional-parameter read tool with an output schema, all an agent needs is present: what it reads, how to scope it, ordering, empty-result behavior, and the tier requirement. Return-shape detail is correctly left to the output schema.

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% and the schema already explains that null/omit means recall-all, so the description is largely restating it. It still adds the outcome semantics of a non-matching key (empty list, not an error), which is meaning beyond the schema's type constraints.

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?

States a specific verb and resource ('Recall this user's durable memory') and immediately defines the two operating modes: omit key for everything, pass key for one entry. Against siblings named set_agent_memory and delete_agent_memory, the read-only scope is unmistakable.

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?

Gives a strong positive trigger ('do this at the START of a task to re-ground yourself') and explains how to choose between the two call modes. It does not explicitly name the write/delete siblings as alternatives or state when not to call, so it falls just short of full routing guidance.

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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