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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

TableJSON Schema
NameRequiredDescriptionDefault
keyNoA specific key to fetch, or omit/null to recall all memory (newest-first).

Output Schema

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

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. 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"
      +}
  3. Added

TDQS

A4.5/5.0
Behavior5/5

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

Beyond the readOnlyHint/idempotentHint annotations, the description discloses ordering ('newest-first'), the empty-list-not-error behavior ('absence is a first-class answer'), and the access tier ('sp500+'). These are meaningful behavioral details an agent needs to interpret results correctly.

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?

Four short, information-dense sentences. The core behavior and usage instruction are front-loaded, and every sentence earns its place — including the empty-list caveat and access-tier note.

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 simple one-optional-parameter read tool with an output schema and safety annotations, the description covers all relevant behavior: how to request all memory, how to request a specific key, ordering, absence semantics, and access restrictions. Nothing an agent needs to decide whether to call this tool is missing.

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?

There is only one parameter and the schema already fully documents it: specific key or omit/null to recall all memory newest-first. The description largely repeats this and adds behavioral context rather than new parameter-level semantics, so the baseline of 3 applies.

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?

Description states a specific verb ('Recall') and resource ('this user's durable memory'), then distinguishes two invocation modes: omit key for everything versus pass a specific key for one entry. It is immediately clear what the tool does and how it differs from a generic get/list operation.

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

Usage Guidelines4/5

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

The description gives explicit when-to-use guidance: 'do this at the START of a task to re-ground yourself,' and explains the keyed versus unkeyed call pattern. It does not name alternatives or exclusions relative to sibling memory tools, but the read-only framing and practical instruction provide clear context.

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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