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Valuein — SEC EDGAR Fundamentals & Smart-Money Data

Compute-Ready Stream

get_compute_ready_stream
Read-onlyIdempotent

Returns a short-lived (15-min) download URL for a bulk Parquet object that can be piped directly into Python/DuckDB/Polars for high-throughput computation that exceeds the MCP context window. The URL streams the object straight from Valuein storage and supports HTTP range reads, so duckdb.read_parquet(url) / pl.read_parquet(url) work without downloading the whole file first. Datasets: fact (per-entity partition — requires ticker), ratio (all computed ratios, including the 'valuation' ratio category — price multiples, graham_number, ncav_per_share), filing (SEC filing metadata), references (company universe), index_membership (historical index composition). The standalone 'valuation' TABLE was removed (2026-09-14) — use compute_dcf for intrinsic value. Scoped to the caller's tier bucket; the link is signed and cannot be used to list the bucket or read other objects.

Input Schema

NameRequiredDescriptionDefault
tickerNoRequired when dataset_type is 'fact'. Resolves to the per-entity fact/{CIK}.parquet partition for that company.
dataset_typeYesDataset to access. 'fact' requires ticker (per-entity partition). All others are full-universe tables.

Output Schema

NameRequiredDescriptionDefault
urlNoSigned, time-limited (15-min) download URL for the Parquet object (Range-enabled)
_metaYesProvenance envelope — data lineage for every MCP response
scopeNoWhat the presigned URL is scoped to (method, object_key_only, etc.)
usageNoReady-to-run DuckDB / Polars snippets
bucketNo
formatNo
tickerNo
url_hashNo
expires_atNo
object_keyNo
dataset_typeYes
expires_in_secondsNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed1 schema field changed
    • changedOutput schema / properties / _meta / properties / cost_usd / properties / basis / description
      Previous value: -"payg_charge = real charge (agent-pay or your balance). payg_rate_card = indicative price, not billed."New value: +"payg_charge = real pay-per-call charge (a card or MPP payment through agent-pay). payg_rate_card = indicative price, not billed."
  2. Changed2 schema fields changed
    • changedOutput schema / properties / _meta / properties / cost_usd / properties / basis / description
      Previous value: -"payg_charge = real agent-pay charge. payg_rate_card = indicative price, not billed."New value: +"payg_charge = real charge (agent-pay or your balance). payg_rate_card = indicative price, not billed."
    • changedOutput schema / properties / _meta / properties / cost_usd / properties / billed / description
      Previous value: -"true = this amount was actually charged via PAYG for this call. false = indicative PAYG-equivalent value; your plan already covers this call for free."New value: +"true = this amount was actually charged via PAYG for this call. false = indicative PAYG-equivalent value only: no charge was made for this call (it was within your plan)."
  3. Added
  4. Removed
  5. Changed1 schema field changed
    • changedInput schema / properties / dataset_type / enum
      Previous value: -[
      -  "fact",
      -  "ratio",
      -  "valuation",
      -  "filing",
      -  "references",
      -  "index_membership"
      -]New value: +[
      +  "fact",
      +  "ratio",
      +  "filing",
      +  "references",
      +  "index_membership"
      +]
  6. 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."
  7. Changed1 schema field changed
    • changedInput schema / properties / ticker / pattern
      Previous value: -"^[A-Za-z][A-Za-z0-9.\\-]{0,9}$"New value: +"^([A-Za-z][A-Za-z0-9.\\-]{0,9}|\\d{1,10})$"
  8. Changed2 schema fields changed
    • addedOutput schema / properties / _meta / properties / fundamentals_as_of
      Added value: +{
      +  "description": "ISO timestamp when the FINANCIAL STATEMENTS were last rebuilt. Use THIS — not `last_updated` — when telling a user how current the fundamentals are. The snapshot is republished on every weekday price refresh while the statements are carried forward unchanged, so `last_updated` can be far more recent than the numbers it sits next to.",
      +  "type": "string"
      +}
    • addedOutput schema / properties / _meta / properties / price_as_of
      Added value: +{
      +  "description": "ISO timestamp when the price surfaces were last refreshed.",
      +  "type": "string"
      +}
  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
    • changedOutput schema / properties / url / description
      Previous value: -"Presigned, time-limited GET URL for the Parquet object"New value: +"Signed, time-limited (15-min) download URL for the Parquet object (Range-enabled)"
  11. Changed3 schema fields changed
    • addedInput schema / properties / ticker / maxLength
      Added value: +10
    • addedInput schema / properties / ticker / minLength
      Added value: +1
    • changedInput schema / properties / ticker / pattern
      Previous value: -"^[A-Za-z.\\-]{1,10}$"New value: +"^[A-Za-z][A-Za-z0-9.\\-]{0,9}$"
  12. 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"
  13. Changed1 schema field changed
    • changedOutput schema / (root)
      Previous value: -nullNew value: +{
      +  "$schema": "http://json-schema.org/draft-07/schema#",
      +  "additionalProperties": false,
      +  "properties": {
      +    "_meta": {
      +      "additionalProperties": false,
      +      "description": "Provenance envelope — data lineage for every MCP response",
      +      "properties": {
      +        "as_of_date": {
      +          "type": [
      +            "string",
      +            "null"
      +          ]
      +        },
      +        "data_plan": {
      +          "description": "Access plan: sample | sp500 | pro | full",
      +          "type": "string"
      +        },
      +        "data_quality": {
      +          "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"
      +        },
      +        "last_updated": {
      +          "description": "ISO timestamp when the snapshot was exported",
      +          "type": "string"
      +        },
      +        "limit_warnings": {
      +          "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"
      +        },
      +        "payg_override": {
      +          "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"
      +        },
      +        "pit_safe": {
      +          "type": "boolean"
      +        },
      +        "rate_limit": {
      +          "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"
      +        },
      +        "request_id": {
      +          "description": "Per-request correlation id (8-char)",
      +          "type": "string"
      +        },
      +        "result_count": {
      +          "type": "integer"
      +        },
      +        "schema_version": {
      +          "description": "Parquet schema version from manifest.json",
      +          "type": "string"
      +        },
      +        "snapshot": {
      +          "description": "Snapshot directory name (e.g. snapshot_20260420)",
      +          "type": "string"
      +        },
      +        "source": {
      +          "const": "SEC EDGAR",
      +          "type": "string"
      +        },
      +        "ticker": {
      +          "type": "string"
      +        },
      +        "truncation": {
      +          "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"
      +        }
      +      },
      +      "required": [
      +        "data_plan",
      +        "schema_version",
      +        "snapshot",
      +        "last_updated",
      +        "source",
      +        "pit_safe"
      +      ],
      +      "type": "object"
      +    },
      +    "bucket": {
      +      "type": "string"
      +    },
      +    "dataset_type": {
      +      "type": "string"
      +    },
      +    "expires_at": {
      +      "type": "string"
      +    },
      +    "expires_in_seconds": {
      +      "type": "integer"
      +    },
      +    "format": {
      +      "type": "string"
      +    },
      +    "object_key": {
      +      "type": "string"
      +    },
      +    "scope": {
      +      "additionalProperties": true,
      +      "description": "What the presigned URL is scoped to (method, object_key_only, etc.)",
      +      "properties": {},
      +      "type": "object"
      +    },
      +    "ticker": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "url": {
      +      "description": "Presigned, time-limited GET URL for the Parquet object",
      +      "type": "string"
      +    },
      +    "url_hash": {
      +      "type": "string"
      +    },
      +    "usage": {
      +      "additionalProperties": true,
      +      "description": "Ready-to-run DuckDB / Polars snippets",
      +      "properties": {},
      +      "type": "object"
      +    }
      +  },
      +  "required": [
      +    "_meta",
      +    "dataset_type"
      +  ],
      +  "type": "object"
      +}
  14. Changed1 schema field changed
    • changedInput schema / properties / dataset_type / enum
      Previous value: -[
      -  "fact",
      -  "ratio",
      -  "valuation",
      -  "filing",
      -  "references",
      -  "index_membership",
      -  "index_holding_daily"
      -]New value: +[
      +  "fact",
      +  "ratio",
      +  "valuation",
      +  "filing",
      +  "references",
      +  "index_membership"
      +]
  15. Changed1 schema field changed
    • changedInput schema / properties / dataset_type / enum
      Previous value: -[
      -  "fact",
      -  "ratio",
      -  "valuation",
      -  "filing",
      -  "references",
      -  "index_membership"
      -]New value: +[
      +  "fact",
      +  "ratio",
      +  "valuation",
      +  "filing",
      +  "references",
      +  "index_membership",
      +  "index_holding_daily"
      +]
  16. First observed

TDQS

A4.7/5.0
Behavior5/5

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

Adds meaningful behavior beyond the readOnly/idempotent annotations: 15-minute expiry, signed URL, tier-bucket scoping, no bucket listing or cross-object reads, and HTTP range-read support. This is exactly the operational context needed to use a pre-signed download URL safely.

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

Conciseness5/5

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

Front-loads the core return and use case, then spends the remaining words on dataset meanings, the removed valuation table, and security constraints—all decision-relevant. The description is long but dense rather than padded.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

An output schema exists, annotations cover safety, and the input schema covers parameters, yet the description still supplies operational and dataset context. For a two-parameter tool with five enum choices, it covers what the agent needs to select dataset_type correctly and understand the returned URL's limits.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, so the baseline is 3; the description goes further by explaining what each dataset_type contains, including ratio's valuation category, filing metadata, references universe, and index_membership history. It adds real semantic value, though ticker syntax remains schema-only.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

States a specific verb and resource: returns a short-lived download URL for a bulk Parquet object, and frames its purpose as high-throughput computation beyond the MCP context window. It names concrete destinations (Python/DuckDB/Polars) and distinguishes the removed valuation table path by pointing to compute_dcf.

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

Usage Guidelines4/5

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

Gives clear when-to-use context (bulk computation exceeding the context window) and a specific alternative for intrinsic valuation (compute_dcf). It also explains dataset selection via dataset_type and the ticker requirement, though it does not broadly contrast with all in-context retrieval siblings.

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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