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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

TableJSON 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

TableJSON 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
    • changedInput schema / properties / dataset_type / enum
      Previous value: -[
      -  "fact",
      -  "ratio",
      -  "valuation",
      -  "filing",
      -  "references",
      -  "index_membership"
      -]New value: +[
      +  "fact",
      +  "ratio",
      +  "filing",
      +  "references",
      +  "index_membership"
      +]
  2. 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."
  3. Changed1 schema field changed
    • changedInput schema / properties / ticker / pattern
      Previous value: -"^[A-Za-z][A-Za-z0-9.\\-]{0,9}$"New value: +"^([A-Za-z][A-Za-z0-9.\\-]{0,9}|\\d{1,10})$"
  4. 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"
      +}
  5. 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"
      +}
  6. 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)"
  7. 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}$"New value: +"^[A-Za-z][A-Za-z0-9.\\-]{0,9}$"
  8. 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"
  9. 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"
      +}
  10. 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"
      +]
  11. 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"
      +]
  12. First observed

TDQS

A4.8/5.0
Behavior5/5

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

Annotations already mark the tool read-only and idempotent, and the description adds substantial behavioral detail beyond that: the URL expires in 15 minutes, the stream supports HTTP range reads, access is scoped to the caller's tier bucket, and the signed link cannot list or read other objects. This gives an agent a clear and honest safety model.

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?

The description is dense but front-loaded: the first sentence captures the core purpose and usage, followed by practical streaming details, dataset semantics, a deprecation note, and security constraints. Every sentence contributes actionable information, and the structure makes it easy to scan.

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?

Given the output schema already covers return shape, the description fills all operational gaps: URL lifetime, range-read support, dataset variations, the deleted valuation table, and access scoping. An agent has enough to invoke the tool correctly and safely without additional research.

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

Parameters5/5

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

Schema coverage is already 100%, but the description goes well beyond it by unpacking each dataset enum value: fact is per-entity and requires ticker, ratio includes the valuation category with concrete examples, and the remaining datasets are full-universe. It also clarifies that the standalone valuation table no longer exists, which prevents a likely misuse.

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 opens with a specific verb and resource: returns a 15-minute download URL for a bulk Parquet object for high-throughput compute. It enumerates the exact datasets and distinguishes the tool's streaming/range-read behavior from ordinary file downloads, making its purpose unmistakable even among many siblings.

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?

It clearly frames when to use the tool: for computation that exceeds the MCP context window and when piping into Python/DuckDB/Polars. It also explicitly routes the removed 'valuation' table use case to compute_dcf, providing one concrete alternative. It stops short of naming each sibling it competes with, leaving a small gap in exclusionary guidance.

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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