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Valuein — SEC EDGAR Fundamentals & Smart-Money Data

Company financial statements

get_company_fundamentals
Read-onlyIdempotent

Returns reported figures from a company's 10-K or 10-Q filings by period: revenue, gross profit, operating income, net income, diluted EPS, total assets, liabilities, equity, cash, short-term investments, debt, operating cash flow, capital expenditures and shares outstanding, each tied to its source filing. Use this when the user asks what a company reported. It covers current and former S&P 500 companies over the most recent five fiscal years; margins and multiples come from get_valuation_metrics.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNoMaximum number of periods, 1 to 40; defaults to 5, e.g. 8.
periodNoannual (10-K) or quarterly (10-Q); defaults to annual, e.g. quarterly.annual
tickerYesTicker symbol or SEC CIK of the company, e.g. AAPL.
as_of_dateNoPoint-in-time cutoff, YYYY-MM-DD: only figures filed with the SEC on or before this date, e.g. 2024-06-30.
fiscal_yearNoFiscal year to return, four digits; omit for the most recent years, e.g. 2024.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
dataYes
_metaYesProvenance envelope — data lineage for every MCP response
periodYes
tickerYes
as_of_dateYes
company_nameYes
years_returnedYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed4 schema fields changed
    • removedInput schema / properties / lineage_detail
      Removed value: -{
      -  "default": "compact",
      -  "description": "Source detail per period: compact (default, filing and links), full (adds filing timestamps and inputs) or off, e.g. full.",
      -  "enum": [
      -    "off",
      -    "compact",
      -    "full"
      -  ],
      -  "type": "string"
      -}
    • removedInput schema / properties / min_confidence
      Removed value: -{
      -  "description": "Withhold figures whose confidence score, 0 to 1, is below this; scores drop for failed accounting checks or later revisions, e.g. 0.95.",
      -  "maximum": 1,
      -  "minimum": 0,
      -  "type": "number"
      -}
    • removedInput schema / properties / response_format
      Removed value: -{
      -  "default": "flat",
      -  "description": "flat (default) or envelope, which adds one record per figure with value, unit, period and source, e.g. envelope.",
      -  "enum": [
      -    "flat",
      -    "envelope"
      -  ],
      -  "type": "string"
      -}
    • removedInput schema / properties / strict
      Removed value: -{
      -  "default": false,
      -  "description": "true returns an error instead of fewer periods when coverage cannot supply limit periods; defaults to false, e.g. true.",
      -  "type": "boolean"
      -}
  2. Changed26 schema fields changed
    • 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%, $6.11). QUOTE THESE VERBATIM. Do not re-render the raw number in `metrics` yourself: a figure you reformat no longer matches the string Valuein can bind to its filing, so it is reported to the reader as unverified even though the underlying fact was sound."
  3. Changed1 schema field changed
    • changedOutput schema / properties / _meta / properties / fundamentals_as_of / description
      Previous value: -"ISO timestamp when the FINANCIAL STATEMENTS were last rebuilt. Use THIS — not `last_updated` — when telling a user how current the fundamentals are. The snapshot is republished on every weekday price refresh while the statements are carried forward unchanged, so `last_updated` can be far more recent than the numbers it sits next to."New value: +"ISO timestamp when the FINANCIAL STATEMENTS were last rebuilt in bulk. Use THIS — not `last_updated` — when telling a user how current the cross-sectional fundamentals are. The snapshot is republished on every weekday price refresh while the statements are carried forward unchanged, so `last_updated` can be far more recent than the numbers it sits next to. It is a floor for a single filer, not a ceiling: a filer with a live partition receives its filing, facts and ratios intraday (minutes after EDGAR dissemination), so an entity-scoped read may carry a filing newer than this; cross-sectional ranks (factor scores, earnings signals) refresh with the weekly bulk export."
  4. Changed2 schema fields changed
    • changedInput schema / properties / ticker / description
      Previous value: -"Stock ticker symbol, e.g. AAPL, MSFT, BRK.B"New value: +"Stock ticker symbol, e.g. AAPL, MSFT, BRK.B — or a CIK (SEC identifier), e.g. '0000320193'."
    • changedInput schema / properties / ticker / pattern
      Previous value: -"^[A-Za-z.\\-]+$"New value: +"^[A-Za-z0-9.\\-]+$"
  5. Changed3 schema fields changed
    • changedInput schema / properties / response_format / description
      Previous value: -"Output shape. 'flat' (default) returns the legacy `metrics` object plus the additive `metrics_availability`/`metrics_provenance` sidecars. 'envelope' additionally attaches `metric_envelopes` — one canonical {metric,value,unit,scale,period,availability,provenance} object per metric."New 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."
    • changedOutput schema / properties / data / items / properties / metric_envelopes / items / properties / scale / enum
      Previous value: -[
      -  "absolute",
      -  "thousands",
      -  "millions",
      -  "ratio",
      -  "percent",
      -  "shares"
      -]New value: +[
      +  "absolute",
      +  "thousands",
      +  "millions",
      +  "ratio",
      +  "percent",
      +  "fraction",
      +  "shares"
      +]
    • addedOutput schema / properties / data / items / properties / metrics_display
      Added value: +{
      +  "additionalProperties": {
      +    "type": [
      +      "string",
      +      "null"
      +    ]
      +  },
      +  "description": "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.",
      +  "type": "object"
      +}
  6. Changed4 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"
      +}
    • addedOutput schema / properties / data / items / properties / metric_envelopes / items / properties / display
      Added value: +{
      +  "description": "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.",
      +  "type": [
      +    "string",
      +    "null"
      +  ]
      +}
    • changedOutput schema / properties / data / items / properties / metric_envelopes / items / required
      Previous value: -[
      -  "metric",
      -  "value",
      -  "unit",
      -  "scale",
      -  "period",
      -  "availability",
      -  "provenance"
      -]New value: +[
      +  "metric",
      +  "value",
      +  "unit",
      +  "display",
      +  "scale",
      +  "period",
      +  "availability",
      +  "provenance"
      +]
  7. Changed5 schema fields changed
    • changedInput schema / properties / lineage_detail / description
      Previous value: -"Per-period provenance envelope + per-metric availability/provenance sidecars. 'compact' (default) returns source_filing + source_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: +"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."
    • addedOutput schema / properties / data / items / properties / lineage / properties / document_url
      Added value: +{
      +  "type": [
      +    "string",
      +    "null"
      +  ]
      +}
    • addedOutput schema / properties / data / items / properties / lineage / properties / inline_viewer_url
      Added value: +{
      +  "type": [
      +    "string",
      +    "null"
      +  ]
      +}
    • addedOutput schema / properties / data / items / properties / lineage / properties / sec_url
      Added value: +{
      +  "type": "string"
      +}
    • changedOutput schema / properties / data / items / properties / lineage / required
      Previous value: -[
      -  "source_filing",
      -  "source_url",
      -  "restated_in_warehouse"
      -]New value: +[
      +  "source_filing",
      +  "source_url",
      +  "sec_url",
      +  "document_url",
      +  "inline_viewer_url",
      +  "restated_in_warehouse"
      +]
  8. Changed1 schema field changed
    • addedInput schema / properties / min_confidence
      Added value: +{
      +  "description": "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).",
      +  "maximum": 1,
      +  "minimum": 0,
      +  "type": "number"
      +}
  9. Changed2 schema fields changed
    • addedOutput schema / properties / _meta / properties / cost_usd
      Added 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"
      +}
    • addedOutput schema / properties / _meta / properties / latency_ms
      Added value: +{
      +  "description": "Wall-clock milliseconds this tool call took, measured server-side around the handler.",
      +  "minimum": 0,
      +  "type": "integer"
      +}
  10. Changed1 schema field changed
    • addedOutput schema / properties / _meta / properties / pit_safe / description
      Added value: +"true iff a zero-look-ahead point-in-time cut was applied to every returned figure"
  11. Changed8 schema fields changed
    • changedInput schema / properties / lineage_detail / description
      Previous value: -"Per-period provenance envelope. 'compact' (default) returns source_filing + source_url + restated flag for one-click SEC verification. 'full' adds first_filed_at + accepted_at for Bloomberg-Option-C restatement reasoning. 'off' omits lineage entirely."New value: +"Per-period provenance envelope + per-metric availability/provenance sidecars. 'compact' (default) returns source_filing + source_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."
    • addedInput schema / properties / response_format
      Added value: +{
      +  "default": "flat",
      +  "description": "Output shape. 'flat' (default) returns the legacy `metrics` object plus the additive `metrics_availability`/`metrics_provenance` sidecars. 'envelope' additionally attaches `metric_envelopes` — one canonical {metric,value,unit,scale,period,availability,provenance} object per metric.",
      +  "enum": [
      +    "flat",
      +    "envelope"
      +  ],
      +  "type": "string"
      +}
    • addedOutput schema / properties / data / items / properties / metric_envelopes
      Added value: +{
      +  "items": {
      +    "additionalProperties": false,
      +    "properties": {
      +      "availability": {
      +        "$ref": "#/properties/data/items/properties/metrics_availability/additionalProperties"
      +      },
      +      "metric": {
      +        "type": "string"
      +      },
      +      "period": {
      +        "additionalProperties": false,
      +        "properties": {
      +          "fiscal_period": {
      +            "type": "string"
      +          },
      +          "fiscal_year": {
      +            "type": "integer"
      +          },
      +          "period_end": {
      +            "type": "string"
      +          }
      +        },
      +        "required": [
      +          "fiscal_year",
      +          "fiscal_period",
      +          "period_end"
      +        ],
      +        "type": "object"
      +      },
      +      "provenance": {
      +        "$ref": "#/properties/data/items/properties/metrics_provenance/additionalProperties"
      +      },
      +      "scale": {
      +        "enum": [
      +          "absolute",
      +          "thousands",
      +          "millions",
      +          "ratio",
      +          "percent",
      +          "shares"
      +        ],
      +        "type": "string"
      +      },
      +      "unit": {
      +        "type": "string"
      +      },
      +      "value": {
      +        "type": [
      +          "number",
      +          "null"
      +        ]
      +      }
      +    },
      +    "required": [
      +      "metric",
      +      "value",
      +      "unit",
      +      "scale",
      +      "period",
      +      "availability",
      +      "provenance"
      +    ],
      +    "type": "object"
      +  },
      +  "type": "array"
      +}
    • addedOutput schema / properties / data / items / properties / metrics / properties / shares_outstanding
      Added value: +{
      +  "description": "Common shares outstanding (CommonSharesOutstanding) — equity-value→per-share divisor.",
      +  "type": [
      +    "number",
      +    "null"
      +  ]
      +}
    • addedOutput schema / properties / data / items / properties / metrics / properties / short_term_investments
      Added value: +{
      +  "description": "Short-term / marketable investments (ShortTermInvestments). Non-overlapping with `cash`; Wall-Street net_debt subtracts (cash + short_term_investments).",
      +  "type": [
      +    "number",
      +    "null"
      +  ]
      +}
    • changedOutput schema / properties / data / items / properties / metrics / required
      Previous value: -[
      -  "revenue",
      -  "gross_profit",
      -  "operating_income",
      -  "net_income",
      -  "eps_diluted",
      -  "total_assets",
      -  "total_liabilities",
      -  "stockholders_equity",
      -  "cash",
      -  "total_debt",
      -  "operating_cash_flow",
      -  "capex"
      -]New value: +[
      +  "revenue",
      +  "gross_profit",
      +  "operating_income",
      +  "net_income",
      +  "eps_diluted",
      +  "total_assets",
      +  "total_liabilities",
      +  "stockholders_equity",
      +  "cash",
      +  "short_term_investments",
      +  "total_debt",
      +  "operating_cash_flow",
      +  "capex",
      +  "shares_outstanding"
      +]
    • addedOutput schema / properties / data / items / properties / metrics_availability
      Added value: +{
      +  "additionalProperties": {
      +    "description": "Explicit availability status. A real reported zero is 'available' with value 0 — never null. 'not_reported' = filing omitted it; 'not_mapped' = XBRL mapping uncertain; 'suppressed' = below confidence; 'error' = compute/retrieval failed.",
      +    "enum": [
      +      "available",
      +      "not_reported",
      +      "not_mapped",
      +      "suppressed",
      +      "error"
      +    ],
      +    "type": "string"
      +  },
      +  "type": "object"
      +}
    • addedOutput schema / properties / data / items / properties / metrics_provenance
      Added value: +{
      +  "additionalProperties": {
      +    "additionalProperties": false,
      +    "description": "Provenance pointer: origin 'dataset' carries the SHA-256 fact_id + source filing; origin 'computed' carries the formula + the input fact_ids (verify with verify_fact_lineage).",
      +    "properties": {
      +      "accepted_at": {
      +        "type": "string"
      +      },
      +      "fact_id": {
      +        "type": "string"
      +      },
      +      "formula": {
      +        "type": "string"
      +      },
      +      "inputs": {
      +        "items": {
      +          "additionalProperties": false,
      +          "properties": {
      +            "fact_id": {
      +              "type": "string"
      +            },
      +            "role": {
      +              "type": "string"
      +            },
      +            "value": {
      +              "type": [
      +                "number",
      +                "null"
      +              ]
      +            }
      +          },
      +          "required": [
      +            "role"
      +          ],
      +          "type": "object"
      +        },
      +        "type": "array"
      +      },
      +      "origin": {
      +        "enum": [
      +          "dataset",
      +          "computed"
      +        ],
      +        "type": "string"
      +      },
      +      "source_filing": {
      +        "type": "string"
      +      },
      +      "source_url": {
      +        "type": "string"
      +      }
      +    },
      +    "required": [
      +      "origin"
      +    ],
      +    "type": "object"
      +  },
      +  "type": "object"
      +}
  12. Changed4 schema fields changed
    • addedOutput schema / properties / data / items / properties / lineage / properties / latest_accepted_at
      Added value: +{
      +  "type": "string"
      +}
    • removedOutput schema / properties / data / items / properties / lineage / properties / restated
      Removed value: -{
      -  "type": "boolean"
      -}
    • addedOutput schema / properties / data / items / properties / lineage / properties / restated_in_warehouse
      Added value: +{
      +  "type": "boolean"
      +}
    • changedOutput schema / properties / data / items / properties / lineage / required
      Previous value: -[
      -  "source_filing",
      -  "source_url",
      -  "restated"
      -]New value: +[
      +  "source_filing",
      +  "source_url",
      +  "restated_in_warehouse"
      +]
  13. Changed3 schema fields changed
    • addedOutput schema / properties / _meta / properties / payg_override / properties / entity_scope_hash
      Added value: +{
      +  "type": "string"
      +}
    • addedOutput schema / properties / _meta / properties / payg_override / properties / ticker_count
      Added value: +{
      +  "type": "number"
      +}
    • changedOutput schema / properties / _meta / properties / payg_override / required
      Previous value: -[
      -  "quote_id",
      -  "tool",
      -  "meter",
      -  "amount_cents",
      -  "retry_token_hash"
      -]New value: +[
      +  "quote_id",
      +  "tool",
      +  "meter",
      +  "amount_cents",
      +  "ticker_count",
      +  "entity_scope_hash",
      +  "retry_token_hash"
      +]
  14. Changed1 schema field changed
    • addedOutput schema / properties / _meta / properties / payg_override
      Added 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"
      +    },
      +    "meter": {
      +      "type": "string"
      +    },
      +    "quote_id": {
      +      "type": "string"
      +    },
      +    "retry_token_hash": {
      +      "type": "string"
      +    },
      +    "tool": {
      +      "type": "string"
      +    }
      +  },
      +  "required": [
      +    "quote_id",
      +    "tool",
      +    "meter",
      +    "amount_cents",
      +    "retry_token_hash"
      +  ],
      +  "type": "object"
      +}
  15. Changed1 schema field changed
    • addedOutput schema / properties / _meta / properties / limit_warnings
      Added 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"
      +}
  16. Changed4 schema fields changed
    • addedInput schema / properties / lineage_detail
      Added value: +{
      +  "default": "compact",
      +  "description": "Per-period provenance envelope. 'compact' (default) returns source_filing + source_url + restated flag for one-click SEC verification. 'full' adds first_filed_at + accepted_at for Bloomberg-Option-C restatement reasoning. 'off' omits lineage entirely.",
      +  "enum": [
      +    "off",
      +    "compact",
      +    "full"
      +  ],
      +  "type": "string"
      +}
    • addedInput schema / properties / strict
      Added value: +{
      +  "default": false,
      +  "description": "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.",
      +  "type": "boolean"
      +}
    • addedOutput schema / properties / _meta / properties / truncation
      Added value: +{
      +  "additionalProperties": false,
      +  "description": "Set when fewer rows were returned than requested — explains why and points to a remedy",
      +  "properties": {
      +    "current_plan": {
      +      "type": "string"
      +    },
      +    "plan_limit": {
      +      "minimum": 0,
      +      "type": "integer"
      +    },
      +    "reason": {
      +      "enum": [
      +        "PLAN_LIMIT",
      +        "DATA_NOT_AVAILABLE",
      +        "FISCAL_YEAR_BOUNDARY_FILTER",
      +        "OTHER"
      +      ],
      +      "type": "string"
      +    },
      +    "requested": {
      +      "minimum": 0,
      +      "type": "integer"
      +    },
      +    "returned": {
      +      "minimum": 0,
      +      "type": "integer"
      +    },
      +    "upgrade_required_for": {
      +      "type": "string"
      +    },
      +    "upgrade_url": {
      +      "type": "string"
      +    }
      +  },
      +  "required": [
      +    "requested",
      +    "returned",
      +    "reason"
      +  ],
      +  "type": "object"
      +}
    • addedOutput schema / properties / data / items / properties / lineage
      Added value: +{
      +  "additionalProperties": false,
      +  "properties": {
      +    "accepted_at": {
      +      "type": "string"
      +    },
      +    "first_filed_at": {
      +      "type": "string"
      +    },
      +    "restated": {
      +      "type": "boolean"
      +    },
      +    "source_filing": {
      +      "type": "string"
      +    },
      +    "source_url": {
      +      "type": "string"
      +    }
      +  },
      +  "required": [
      +    "source_filing",
      +    "source_url",
      +    "restated"
      +  ],
      +  "type": "object"
      +}
  17. Changed3 schema fields changed
    • addedOutput schema / properties / _meta / properties / data_quality
      Added value: +{
      +  "additionalProperties": false,
      +  "description": "Server-side invariants run on this response",
      +  "properties": {
      +    "notes": {
      +      "items": {
      +        "type": "string"
      +      },
      +      "type": "array"
      +    },
      +    "validation_failed": {
      +      "items": {
      +        "additionalProperties": false,
      +        "properties": {
      +          "detail": {
      +            "type": "string"
      +          },
      +          "rule": {
      +            "type": "string"
      +          }
      +        },
      +        "required": [
      +          "rule",
      +          "detail"
      +        ],
      +        "type": "object"
      +      },
      +      "type": "array"
      +    },
      +    "validation_passed": {
      +      "items": {
      +        "type": "string"
      +      },
      +      "type": "array"
      +    }
      +  },
      +  "required": [
      +    "validation_passed",
      +    "validation_failed",
      +    "notes"
      +  ],
      +  "type": "object"
      +}
    • addedOutput schema / properties / _meta / properties / rate_limit
      Added 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"
      +}
    • addedOutput schema / properties / _meta / properties / request_id
      Added value: +{
      +  "description": "Per-request correlation id (8-char)",
      +  "type": "string"
      +}
  18. Changed4 schema fields changed
    • changedInput schema / properties / as_of_date / description
      Previous value: -"Point-in-time date (YYYY-MM-DD). Only returns facts with knowledge_at on or before this date — eliminates look-ahead bias for backtesting. Omit for the full dataset."New 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."
    • addedOutput schema / properties / data / items / properties / accepted_at
      Added value: +{
      +  "type": "string"
      +}
    • removedOutput schema / properties / data / items / properties / knowledge_at
      Removed value: -{
      -  "type": "string"
      -}
    • changedOutput schema / properties / data / items / required
      Previous value: -[
      -  "fiscal_year",
      -  "fiscal_period",
      -  "period_end",
      -  "filing_date",
      -  "knowledge_at",
      -  "metrics"
      -]New value: +[
      +  "fiscal_year",
      +  "fiscal_period",
      +  "period_end",
      +  "filing_date",
      +  "accepted_at",
      +  "metrics"
      +]
  19. Changed6 schema fields changed
    • addedOutput schema / properties / data / items / properties / metrics / properties / cash
      Added value: +{
      +  "type": [
      +    "number",
      +    "null"
      +  ]
      +}
    • addedOutput schema / properties / data / items / properties / metrics / properties / gross_profit
      Added value: +{
      +  "type": [
      +    "number",
      +    "null"
      +  ]
      +}
    • addedOutput schema / properties / data / items / properties / metrics / properties / operating_income
      Added value: +{
      +  "type": [
      +    "number",
      +    "null"
      +  ]
      +}
    • addedOutput schema / properties / data / items / properties / metrics / properties / stockholders_equity
      Added value: +{
      +  "type": [
      +    "number",
      +    "null"
      +  ]
      +}
    • addedOutput schema / properties / data / items / properties / metrics / properties / total_debt
      Added value: +{
      +  "type": [
      +    "number",
      +    "null"
      +  ]
      +}
    • changedOutput schema / properties / data / items / properties / metrics / required
      Previous value: -[
      -  "revenue",
      -  "net_income",
      -  "eps_diluted",
      -  "total_assets",
      -  "total_liabilities",
      -  "operating_cash_flow",
      -  "capex"
      -]New value: +[
      +  "revenue",
      +  "gross_profit",
      +  "operating_income",
      +  "net_income",
      +  "eps_diluted",
      +  "total_assets",
      +  "total_liabilities",
      +  "stockholders_equity",
      +  "cash",
      +  "total_debt",
      +  "operating_cash_flow",
      +  "capex"
      +]
  20. First observed

TDQS

A4.3/5.0
Behavior4/5

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

Annotations already establish read-only, idempotent, non-destructive, closed-world behavior, so the description is freed to add value - and it does by disclosing data lineage ('each tied to its source filing') and the coverage universe. It does not mention result ordering or how multiple periods are shaped, which keeps it short of a 5.

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 content of the return, then usage and scope in two short sentences; nothing is wasted. The long comma list of line items is dense but earns its place by telling the agent exactly what is retrievable.

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?

With rich annotations, a fully documented five-parameter schema, and an output schema, the description needs only to establish scope and lineage - which it does, including the five-year history limit and the S&P 500 universe. Only a note on multi-period result shape 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?

Schema description coverage is 100%, including period enum semantics (annual = 10-K, quarterly = 10-Q), the as_of_date point-in-time cutoff, and limit bounds. The description adds only 'by period', which duplicates the schema, so baseline 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?

The description states a specific verb (returns) and resource (reported figures from 10-K/10-Q filings), enumerates the returned line items, and explicitly contrasts itself with the sibling get_valuation_metrics. An agent can distinguish it from get_financial_ratios or get_valuation_metrics without opening a schema.

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

Usage Guidelines5/5

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

It gives an explicit trigger ('Use this when the user asks what a company reported'), names the alternative for margin/multiple questions, and states coverage bounds (current and former S&P 500, five fiscal years). That is when-to-use plus routing to a sibling, which is the top bar.

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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