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."

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."

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)."

Added value: +{
+  "description": "ISO currency of every monetary figure in `metrics` and `metrics_display`, read from the facts' own units (JPY for a Japanese 20-F filer). EPS is per share of the same currency.",
+  "type": "string"
+}

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 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, in 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)."

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: +"When true, fail with LIMIT_EXCEEDED (subcode DEPTH_LIMIT_EXCEEDED) if the plan cannot satisfy the requested limit. Default false: return what's available and explain the gap in _meta.truncation."

Added value: +{
+  "additionalProperties": false,
+  "description": "The receipt behind derived_id: the registered formula, the rendered figure, and the input facts.",
+  "properties": {
+    "display": {
+      "type": "string"
+    },
+    "formula_id": {
+      "type": "string"
+    },
+    "inputs": {
+      "items": {
+        "additionalProperties": false,
+        "properties": {
+          "fact_id": {
+            "type": "string"
+          },
+          "role": {
+            "type": "string"
+          }
+        },
+        "required": [
+          "role",
+          "fact_id"
+        ],
+        "type": "object"
+      },
+      "type": "array"
+    }
+  },
+  "required": [
+    "formula_id",
+    "inputs"
+  ],
+  "type": "object"
+}

Added value: +{
+  "description": "Citation id of a figure the server computed (drv1:...). Cite it exactly like a fact_id; verify_facts re-derives it from its input facts. Absent when no input fact could be resolved.",
+  "type": "string"
+}

Added value: +{
+  "type": [
+    "string",
+    "null"
+  ]
+}

Added value: +{
+  "description": "Standard concept of the reported fallback fact that supplied the value, present only when it is not the metric's primary concept (e.g. NetIncomeToCommon, OperatingCashFlowContinuing)",
+  "type": "string"
+}

Added value: +{
+  "type": [
+    "string",
+    "null"
+  ]
+}

Previous value: -[
-  "_meta",
-  "ticker",
-  "company_name",
-  "period",
-  "as_of_date",
-  "years_returned",
-  "data"
-]New value: +[
+  "_meta",
+  "ticker",
+  "company_name",
+  "cik",
+  "period",
+  "as_of_date",
+  "years_returned",
+  "data"
+]

Added value: +{
+  "description": "Weighted-average diluted shares (WeightedAvgSharesDiluted), absolute share count.",
+  "type": [
+    "number",
+    "null"
+  ]
+}

Previous 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"
-]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",
+  "shares_diluted"
+]

Previous value: -"Point-in-time cutoff, YYYY-MM-DD: only figures filed with the SEC on or before this date, e.g. 2024-06-30."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."

Previous value: -"Fiscal year to return, four digits; omit for the most recent years, e.g. 2024."New value: +"Fiscal year (YYYY). Omit to return the most recent available years."

Previous value: -"Maximum number of periods, 1 to 40; defaults to 5, e.g. 8."New value: +"Maximum number of periods to return (1–40). Defaults to 5."

Added value: +{
+  "default": "compact",
+  "description": "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.",
+  "enum": [
+    "off",
+    "compact",
+    "full"
+  ],
+  "type": "string"
+}

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"
+}

Previous value: -"annual (10-K) or quarterly (10-Q); defaults to annual, e.g. quarterly."New value: +"Filing period granularity. Annual uses 10-K; quarterly uses 10-Q."

Added value: +{
+  "default": "flat",
+  "description": "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.",
+  "enum": [
+    "flat",
+    "envelope"
+  ],
+  "type": "string"
+}

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"
+}

Previous value: -"Ticker symbol or SEC CIK of the company, e.g. AAPL."New value: +"Stock ticker symbol, e.g. AAPL, MSFT, BRK.B — or a CIK (SEC identifier), e.g. '0000320193'."

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"
+}

Added value: +{
+  "description": "Access plan: sample | sp500 | pro | full",
+  "type": "string"
+}

Previous 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."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."

Added value: +{
+  "description": "ISO timestamp when the snapshot was exported",
+  "type": "string"
+}

Added value: +{
+  "description": "Wall-clock milliseconds this tool call took, measured server-side around the handler.",
+  "minimum": 0,
+  "type": "integer"
+}

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"
+}

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"
+    },
+    "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"
+}

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"
+}

Added value: +{
+  "description": "Per-request correlation id (8-char)",
+  "type": "string"
+}

Added value: +{
+  "description": "Parquet schema version from manifest.json",
+  "type": "string"
+}

Added value: +{
+  "description": "Snapshot directory name (e.g. snapshot_20260420)",
+  "type": "string"
+}

Added value: +{
+  "type": "string"
+}

Added value: +{
+  "type": "string"
+}

Added value: +{
+  "type": "string"
+}

Previous value: -[
-  "source",
-  "pit_safe"
-]New value: +[
+  "data_plan",
+  "schema_version",
+  "snapshot",
+  "last_updated",
+  "source",
+  "pit_safe"
+]

Added 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."

Added 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."

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"
-}

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"
-}

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"
-}

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"
-}

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."

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."

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."

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."

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."

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."

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."

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."

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."

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"
-}

Removed value: -{
-  "description": "Access plan: sample | sp500 | pro | full",
-  "type": "string"
-}

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."

Removed value: -{
-  "description": "ISO timestamp when the snapshot was exported",
-  "type": "string"
-}

Removed value: -{
-  "description": "Wall-clock milliseconds this tool call took, measured server-side around the handler.",
-  "minimum": 0,
-  "type": "integer"
-}

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"
-}

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"
-}

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"
-}

Removed value: -{
-  "description": "Per-request correlation id (8-char)",
-  "type": "string"
-}

Removed value: -{
-  "description": "Parquet schema version from manifest.json",
-  "type": "string"
-}

Removed value: -{
-  "description": "Snapshot directory name (e.g. snapshot_20260420)",
-  "type": "string"
-}

Removed value: -{
-  "type": "string"
-}

Removed value: -{
-  "type": "string"
-}

Removed value: -{
-  "type": "string"
-}

Previous value: -[
-  "data_plan",
-  "schema_version",
-  "snapshot",
-  "last_updated",
-  "source",
-  "pit_safe"
-]New value: +[
+  "source",
+  "pit_safe"
+]

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."

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."

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."

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'."

Previous value: -"^[A-Za-z.\\-]+$"New value: +"^[A-Za-z0-9.\\-]+$"

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."

Previous value: -[
-  "absolute",
-  "thousands",
-  "millions",
-  "ratio",
-  "percent",
-  "shares"
-]New value: +[
+  "absolute",
+  "thousands",
+  "millions",
+  "ratio",
+  "percent",
+  "fraction",
+  "shares"
+]

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"
+}

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"
+}

Added value: +{
+  "description": "ISO timestamp when the price surfaces were last refreshed.",
+  "type": "string"
+}

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"
+  ]
+}

Previous value: -[
-  "metric",
-  "value",
-  "unit",
-  "scale",
-  "period",
-  "availability",
-  "provenance"
-]New value: +[
+  "metric",
+  "value",
+  "unit",
+  "display",
+  "scale",
+  "period",
+  "availability",
+  "provenance"
+]

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."

Added value: +{
+  "type": [
+    "string",
+    "null"
+  ]
+}

Added value: +{
+  "type": [
+    "string",
+    "null"
+  ]
+}

Added value: +{
+  "type": "string"
+}

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"
+]

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"
+}

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"
+}

Added value: +{
+  "description": "Wall-clock milliseconds this tool call took, measured server-side around the handler.",
+  "minimum": 0,
+  "type": "integer"
+}

Added value: +"true iff a zero-look-ahead point-in-time cut was applied to every returned figure"

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."

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"
+}

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"
+}

Added value: +{
+  "description": "Common shares outstanding (CommonSharesOutstanding) — equity-value→per-share divisor.",
+  "type": [
+    "number",
+    "null"
+  ]
+}

Added value: +{
+  "description": "Short-term / marketable investments (ShortTermInvestments). Non-overlapping with `cash`; Wall-Street net_debt subtracts (cash + short_term_investments).",
+  "type": [
+    "number",
+    "null"
+  ]
+}

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"
+]

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"
+}

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"
+}

Added value: +{
+  "type": "string"
+}

Removed value: -{
-  "type": "boolean"
-}

Added value: +{
+  "type": "boolean"
+}

Previous value: -[
-  "source_filing",
-  "source_url",
-  "restated"
-]New value: +[
+  "source_filing",
+  "source_url",
+  "restated_in_warehouse"
+]

Added value: +{
+  "type": "string"
+}

Added value: +{
+  "type": "number"
+}

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"
+]

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"
+}

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"
+}

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"
+}

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"
+}

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"
+}

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"
+}

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"
+}

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"
+}

Added value: +{
+  "description": "Per-request correlation id (8-char)",
+  "type": "string"
+}

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."

Added value: +{
+  "type": "string"
+}

Removed value: -{
-  "type": "string"
-}

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"
+]

Added value: +{
+  "type": [
+    "number",
+    "null"
+  ]
+}

Added value: +{
+  "type": [
+    "number",
+    "null"
+  ]
+}

Added value: +{
+  "type": [
+    "number",
+    "null"
+  ]
+}

Added value: +{
+  "type": [
+    "number",
+    "null"
+  ]
+}

Added value: +{
+  "type": [
+    "number",
+    "null"
+  ]
+}

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"
+]