changedInput schema / properties / as_of_date / description
Previous value: -"Point-in-time date (YYYY-MM-DD). Only returns facts with accepted_at on or before this date — eliminates look-ahead bias for backtesting. Omit for the full dataset."New value: +"Point-in-time cutoff, YYYY-MM-DD: only figures filed with the SEC on or before this date, e.g. 2024-06-30."
changedInput schema / properties / fiscal_year / description
Previous value: -"Fiscal year (YYYY). Omit to return the most recent available years."New value: +"Fiscal year to return, four digits; omit for the most recent years, e.g. 2024."
changedInput schema / properties / limit / description
Previous value: -"Maximum number of periods to return (1–40). Defaults to 5."New value: +"Maximum number of periods, 1 to 40; defaults to 5, e.g. 8."
changedInput schema / properties / lineage_detail / description
Previous value: -"Per-period provenance envelope + per-metric availability/provenance sidecars. 'compact' (default) returns source_filing + source_url (the SEC Inline-XBRL viewer with every tagged fact highlighted when the filing is iXBRL, else the rendered document, else the filing index) + sec_url/document_url/inline_viewer_url + restated flag, plus lean per-metric availability + fact_id + source_filing. 'full' adds first_filed_at + accepted_at + per-metric source_url + computed inputs[]. 'off' omits all provenance."New value: +"Source detail per period: compact (default, filing and links), full (adds filing timestamps and inputs) or off, e.g. full."
changedInput schema / properties / min_confidence / description
Previous value: -"Withhold any metric whose backing fact scores below this confidence [0, 1]. The score is a PENALTY FROM EVIDENCE — every fact starts at 1.0 and is docked only for something checkable: a failed accounting identity (-0.40), a later filing that revised the number (-0.20), an unaudited filing (-0.05). It is NOT a function of age: a clean 1995 fact scores the same as a clean 2026 one. Guide: 0.95 = 'no evidence against this number' (the normal case — ~99.9% of facts, every year); 0.80 = tolerate a fact a later filing revised; 0.60 = tolerate a filing whose accounting identities failed. A withheld metric is reported as availability:'suppressed' — never dropped silently, and never as 'not_reported', which would claim the company did not file it. Facts with no confidence score are withheld too (fail closed)."New value: +"Withhold figures whose confidence score, 0 to 1, is below this; scores drop for failed accounting checks or later revisions, e.g. 0.95."
changedInput schema / properties / period / description
Previous value: -"Filing period granularity. Annual uses 10-K; quarterly uses 10-Q."New value: +"annual (10-K) or quarterly (10-Q); defaults to annual, e.g. quarterly."
changedInput schema / properties / response_format / description
Previous value: -"Output shape. 'flat' (default) returns the legacy `metrics` object plus the additive `metrics_availability`/`metrics_provenance`/`metrics_display` sidecars — `metrics_display` holds each figure already rendered for prose (\"$402.83B\"), and you should quote it verbatim rather than reformatting `metrics` yourself. 'envelope' additionally attaches `metric_envelopes` — one canonical {metric,value,unit,scale,period,availability,provenance,display} object per metric. Both shapes carry the same display strings."New value: +"flat (default) or envelope, which adds one record per figure with value, unit, period and source, e.g. envelope."
changedInput schema / properties / strict / description
Previous value: -"When true, fail with PLAN_LIMIT_EXCEEDED if the plan cannot satisfy the requested limit. Default false: return what's available and explain the gap in _meta.truncation."New value: +"true returns an error instead of fewer periods when coverage cannot supply limit periods; defaults to false, e.g. true."
changedInput schema / properties / ticker / description
Previous value: -"Stock ticker symbol, e.g. AAPL, MSFT, BRK.B — or a CIK (SEC identifier), e.g. '0000320193'."New value: +"Ticker symbol or SEC CIK of the company, e.g. AAPL."
removedOutput schema / properties / _meta / properties / cost_usd
Removed 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"
-}
removedOutput schema / properties / _meta / properties / data_plan
Removed value: -{
- "description": "Access plan: sample | sp500 | pro | full",
- "type": "string"
-}
changedOutput schema / properties / _meta / properties / fundamentals_as_of / description
Previous 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."New value: +"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."
removedOutput schema / properties / _meta / properties / last_updated
Removed value: -{
- "description": "ISO timestamp when the snapshot was exported",
- "type": "string"
-}
removedOutput schema / properties / _meta / properties / latency_ms
Removed value: -{
- "description": "Wall-clock milliseconds this tool call took, measured server-side around the handler.",
- "minimum": 0,
- "type": "integer"
-}
removedOutput schema / properties / _meta / properties / limit_warnings
Removed value: -{
- "description": "Soft-warning array for partial fulfillment. Each entry carries a stable subcode + remediation.options[]. AI agents pattern-match on subcode.",
- "items": {
- "additionalProperties": true,
- "properties": {
- "code": {
- "const": "LIMIT_EXCEEDED",
- "type": "string"
- },
- "current_plan": {
- "type": "string"
- },
- "extensions": {
- "additionalProperties": {},
- "type": "object"
- },
- "limit_type": {
- "type": "string"
- },
- "limit_value": {},
- "remediation": {
- "additionalProperties": true,
- "properties": {
- "contact_sales": {
- "type": "string"
- },
- "default_action": {
- "type": "string"
- },
- "options": {
- "items": {
- "additionalProperties": {},
- "type": "object"
- },
- "type": "array"
- },
- "pricing_page": {
- "type": "string"
- }
- },
- "required": [
- "options",
- "default_action",
- "pricing_page",
- "contact_sales"
- ],
- "type": "object"
- },
- "requested_value": {},
- "returned_value": {},
- "subcode": {
- "type": "string"
- }
- },
- "required": [
- "code",
- "subcode",
- "limit_type",
- "current_plan",
- "remediation"
- ],
- "type": "object"
- },
- "type": "array"
-}
removedOutput schema / properties / _meta / properties / payg_override
Removed value: -{
- "additionalProperties": false,
- "description": "Set when this single response was paid for via the agent-pay PAYG flow — the rate-limit / depth-limit checks were bypassed for this call only.",
- "properties": {
- "amount_cents": {
- "type": "number"
- },
- "entity_scope_hash": {
- "type": "string"
- },
- "meter": {
- "type": "string"
- },
- "quote_id": {
- "type": "string"
- },
- "retry_token_hash": {
- "type": "string"
- },
- "ticker_count": {
- "type": "number"
- },
- "tool": {
- "type": "string"
- }
- },
- "required": [
- "quote_id",
- "tool",
- "meter",
- "amount_cents",
- "ticker_count",
- "entity_scope_hash",
- "retry_token_hash"
- ],
- "type": "object"
-}
removedOutput schema / properties / _meta / properties / rate_limit
Removed value: -{
- "additionalProperties": false,
- "description": "Caller's remaining budget",
- "properties": {
- "limit": {
- "type": "integer"
- },
- "remaining": {
- "type": "integer"
- },
- "reset_at": {
- "description": "ISO 8601 timestamp when the window resets",
- "type": "string"
- },
- "window": {
- "enum": [
- "minute",
- "hour"
- ],
- "type": "string"
- }
- },
- "required": [
- "limit",
- "remaining",
- "reset_at",
- "window"
- ],
- "type": "object"
-}
removedOutput schema / properties / _meta / properties / request_id
Removed value: -{
- "description": "Per-request correlation id (8-char)",
- "type": "string"
-}
removedOutput schema / properties / _meta / properties / schema_version
Removed value: -{
- "description": "Parquet schema version from manifest.json",
- "type": "string"
-}
removedOutput schema / properties / _meta / properties / snapshot
Removed value: -{
- "description": "Snapshot directory name (e.g. snapshot_20260420)",
- "type": "string"
-}
removedOutput schema / properties / _meta / properties / truncation / properties / current_plan
Removed value: -{
- "type": "string"
-}
removedOutput schema / properties / _meta / properties / truncation / properties / upgrade_required_for
Removed value: -{
- "type": "string"
-}
removedOutput schema / properties / _meta / properties / truncation / properties / upgrade_url
Removed value: -{
- "type": "string"
-}
changedOutput schema / properties / _meta / required
Previous value: -[
- "data_plan",
- "schema_version",
- "snapshot",
- "last_updated",
- "source",
- "pit_safe"
-]New value: +[
+ "source",
+ "pit_safe"
+]
removedOutput schema / properties / data / items / properties / metric_envelopes / items / properties / display / description
Removed value: -"The figure rendered exactly as it should be quoted in prose ($391.04B, 23.7%, $6.11). QUOTE THIS VERBATIM rather than re-rounding `value` yourself — re-rendering a raw number is how a stated figure drifts away from the filing it came from."
removedOutput schema / properties / data / items / properties / metrics_display / description
Removed value: -"The figure rendered exactly as it should be quoted in prose ($402.83B, 59.65%, $6.11). QUOTE THESE VERBATIM. Do not re-render the raw number in `metrics` yourself: a figure you reformat no longer matches the string Valuein can bind to its filing, so it is reported to the reader as unverified even though the underlying fact was sound."