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: +{
+  "const": "recomputed_from_facts",
+  "description": "Present when the pipeline value was replaced by the Worker's own computation from the annual facts (net_debt, fcf_margin, debt_to_equity, *_cagr_Ny), so every tool quotes one definition. `detail` states it.",
+  "type": "string"
+}

Removed value: -false

Added value: +{
+  "description": "Citation id of this ratio (drv1:<cik>:pipeline:ratio.<name>@1:period_end=...): cite it like a fact_id; verify_facts re-reads the ratio row and reproduces `display`. Absent when the figure cannot be re-read as quoted (TTM or quarterly rows, a server-corrected sign).",
+  "type": "string"
+}

Previous value: -"Historical cutoff, YYYY-MM-DD: ratios filed by this date, or for periods ending by it when no filing date is held, e.g. 2024-06-30."New value: +"Historical cutoff (canonical cross-tool date param). PIT by SEC accepted_at when the ratio data carries it (latest value knowable on/before the date, zero look-ahead, _meta.pit_safe=true), else by ratio.period_end (pit_safe=false). For guaranteed accepted_at PIT use get_company_fundamentals."

Previous value: -"Groups to include: profitability, liquidity, leverage, efficiency, per_share, owner_earnings, forensic, growth, rank or valuation; omit for all, e.g. [\"profitability\"]."New value: +"Ratio categories to include (see the enum). Omit to return every category this ticker has. `valuation` (pe_ratio, pb_ratio, ev_ebitda, market_cap, dividend_yield) is LIVE since schema 2.18.0 — price-derived, period-end-aligned, not strictly PIT. Availability is per-ticker (the envelope lists this ticker's available_categories)."

Previous value: -"Period type: FY, TTM, Q1, Q2, Q3 or Q4; omit for FY and TTM rows, e.g. TTM."New value: +"Filter to a specific fiscal period type. Use 'TTM' for trailing twelve months. Omit to return both annual (FY) and TTM rows."

Previous value: -"Number of period-end dates to return, 1 to 20; defaults to 5, e.g. 3."New value: +"Number of distinct period_end dates to return (1–20). Defaults to 5. Within each period, all matching ratio_names are included."

Added value: +{
+  "description": "Alias of as_of_date (as_of_date preferred — the canonical name). Returns ratios with period_end on or before this date.",
+  "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
+  "type": "string"
+}

Previous value: -"Ticker symbol or SEC CIK of the company, e.g. AAPL."New value: +"Stock ticker symbol, e.g. AAPL, MSFT — 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 ratio rendered exactly as it should be quoted (31.20%, 1.45x, $6.11). QUOTE THIS VERBATIM instead of converting `value` yourself."

Previous value: -"Provenance for pipeline-derived values (the ratio table / the factor_scores table): source table + pipeline computed_at, plus a pointer to the tools that return filing-level lineage. NOT point-in-time (recomputed on each pipeline run)."New value: +"Provenance for pipeline-derived values (ratio.parquet / factor_scores.parquet): source table + pipeline computed_at, plus a pointer to the tools that return filing-level lineage. NOT point-in-time (recomputed on each pipeline run)."

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

Previous value: -[
-  "_meta",
-  "ticker",
-  "note",
-  "periods_returned",
-  "data"
-]New value: +[
+  "_meta",
+  "ticker",
+  "plan",
+  "note",
+  "periods_returned",
+  "data"
+]

Removed value: -{
-  "description": "Older name for as_of_date, same format and meaning; as_of_date wins when both are set, e.g. 2024-06-30.",
-  "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
-  "type": "string"
-}

Previous value: -"Historical cutoff (canonical cross-tool date param). PIT by SEC accepted_at when the ratio data carries it (latest value knowable on/before the date, zero look-ahead, _meta.pit_safe=true), else by ratio.period_end (pit_safe=false). For guaranteed accepted_at PIT use get_company_fundamentals."New value: +"Historical cutoff, YYYY-MM-DD: ratios filed by this date, or for periods ending by it when no filing date is held, e.g. 2024-06-30."

Previous value: -"Ratio categories to include (see the enum). Omit to return every category this ticker has. `valuation` (pe_ratio, pb_ratio, ev_ebitda, market_cap, dividend_yield) is LIVE since schema 2.18.0 — price-derived, period-end-aligned, not strictly PIT. Availability is per-ticker (the envelope lists this ticker's available_categories)."New value: +"Groups to include: profitability, liquidity, leverage, efficiency, per_share, owner_earnings, forensic, growth, rank or valuation; omit for all, e.g. [\"profitability\"]."

Added value: +10

Previous value: -"Filter to a specific fiscal period type. Use 'TTM' for trailing twelve months. Omit to return both annual (FY) and TTM rows."New value: +"Period type: FY, TTM, Q1, Q2, Q3 or Q4; omit for FY and TTM rows, e.g. TTM."

Previous value: -"Number of distinct period_end dates to return (1–20). Defaults to 5. Within each period, all matching ratio_names are included."New value: +"Number of period-end dates to return, 1 to 20; defaults to 5, e.g. 3."

Previous value: -"Alias of as_of_date (as_of_date preferred — the canonical name). Returns ratios with period_end on or before this date."New value: +"Older name for as_of_date, same format and meaning; as_of_date wins when both are set, e.g. 2024-06-30."

Previous value: -"Stock ticker symbol, e.g. AAPL, MSFT — 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 ratio rendered exactly as it should be quoted (31.20%, 1.45x, $6.11). QUOTE THIS VERBATIM instead of converting `value` yourself."

Previous value: -"Provenance for pipeline-derived values (ratio.parquet / factor_scores.parquet): source table + pipeline computed_at, plus a pointer to the tools that return filing-level lineage. NOT point-in-time (recomputed on each pipeline run)."New value: +"Provenance for pipeline-derived values (the ratio table / the factor_scores table): source table + pipeline computed_at, plus a pointer to the tools that return filing-level lineage. NOT point-in-time (recomputed on each pipeline run)."

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

Previous value: -[
-  "_meta",
-  "ticker",
-  "plan",
-  "note",
-  "periods_returned",
-  "data"
-]New value: +[
+  "_meta",
+  "ticker",
+  "note",
+  "periods_returned",
+  "data"
+]

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"New value: +"Stock ticker symbol, e.g. AAPL, MSFT — or a CIK (SEC identifier), e.g. '0000320193'."

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

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 ratio rendered exactly as it should be quoted (31.20%, 1.45x, $6.11). QUOTE THIS VERBATIM instead of converting `value` yourself.",
+  "type": [
+    "string",
+    "null"
+  ]
+}

Previous value: -[
-  "value",
-  "unit",
-  "category"
-]New value: +[
+  "value",
+  "unit",
+  "display",
+  "category"
+]

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"
+}

Previous value: -"Ratio categories to include (see the enum). Omit to return every category this ticker has. `valuation` is accepted but NOT yet populated (price feed pending) → CATEGORY_NOT_AVAILABLE, not data. Availability is per-ticker (the envelope lists this ticker's available_categories)."New value: +"Ratio categories to include (see the enum). Omit to return every category this ticker has. `valuation` (pe_ratio, pb_ratio, ev_ebitda, market_cap, dividend_yield) is LIVE since schema 2.18.0 — price-derived, period-end-aligned, not strictly PIT. Availability is per-ticker (the envelope lists this ticker's available_categories)."

Previous value: -"Historical cutoff (canonical cross-tool date param — same name as get_company_fundamentals / get_valuation_metrics). When the ratio data carries an SEC accepted_at timestamp, this filters point-in-time by accepted_at (returns the latest value knowable on or before the date, zero look-ahead, _meta.pit_safe=true). When it does not (current data), it filters by ratio.period_end and is not strict point-in-time (_meta.pit_safe=false). For guaranteed accepted_at-based PIT, use get_company_fundamentals."New value: +"Historical cutoff (canonical cross-tool date param). PIT by SEC accepted_at when the ratio data carries it (latest value knowable on/before the date, zero look-ahead, _meta.pit_safe=true), else by ratio.period_end (pit_safe=false). For guaranteed accepted_at PIT use get_company_fundamentals."

Previous value: -"Ratio categories to include. Omit to return all categories this ticker has. Served: profitability, liquidity, leverage, efficiency, per_share, owner_earnings, forensic, growth, rank. valuation is accepted but NOT yet populated for any ticker (price feed pending) — it returns a CATEGORY_NOT_AVAILABLE envelope, not data. Availability is per-ticker; the envelope lists this ticker's available_categories."New value: +"Ratio categories to include (see the enum). Omit to return every category this ticker has. `valuation` is accepted but NOT yet populated (price feed pending) → CATEGORY_NOT_AVAILABLE, not data. Availability is per-ticker (the envelope lists this ticker's available_categories)."

Previous value: -"Alias of as_of_date — either works; as_of_date is preferred (it is the canonical name used across every time-series tool). Returns only ratios with period_end on or before this date."New value: +"Alias of as_of_date (as_of_date preferred — the canonical name). Returns ratios with period_end on or before this date."

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

Previous value: -"Ratio categories to include. Omit to return all categories. Options: profitability, liquidity, leverage, efficiency, per_share, owner_earnings, valuation."New value: +"Ratio categories to include. Omit to return all categories this ticker has. Served: profitability, liquidity, leverage, efficiency, per_share, owner_earnings, forensic, growth, rank. valuation is accepted but NOT yet populated for any ticker (price feed pending) — it returns a CATEGORY_NOT_AVAILABLE envelope, not data. Availability is per-ticker; the envelope lists this ticker's available_categories."

Previous value: -[
-  "profitability",
-  "liquidity",
-  "leverage",
-  "efficiency",
-  "per_share",
-  "owner_earnings",
-  "valuation"
-]New value: +[
+  "profitability",
+  "liquidity",
+  "leverage",
+  "efficiency",
+  "per_share",
+  "owner_earnings",
+  "forensic",
+  "growth",
+  "rank",
+  "valuation"
+]

Previous value: -"Historical cutoff (canonical cross-tool date param — same name as get_company_fundamentals / get_valuation_metrics). Returns only ratios whose period_end is on or before this date. NOTE: ratios are pipeline-derived and filtered by period_end, NOT by filing accepted_at, so they are not strict point-in-time (_meta.pit_safe=false). For accepted_at-based PIT, use get_company_fundamentals."New value: +"Historical cutoff (canonical cross-tool date param — same name as get_company_fundamentals / get_valuation_metrics). When the ratio data carries an SEC accepted_at timestamp, this filters point-in-time by accepted_at (returns the latest value knowable on or before the date, zero look-ahead, _meta.pit_safe=true). When it does not (current data), it filters by ratio.period_end and is not strict point-in-time (_meta.pit_safe=false). For guaranteed accepted_at-based PIT, use get_company_fundamentals."

Added value: +{
+  "additionalProperties": false,
+  "description": "Provenance for pipeline-derived values (ratio.parquet / factor_scores.parquet): source table + pipeline computed_at, plus a pointer to the tools that return filing-level lineage. NOT point-in-time (recomputed on each pipeline run).",
+  "properties": {
+    "computed_at": {
+      "type": "string"
+    },
+    "derivation": {
+      "const": "pipeline_computed",
+      "type": "string"
+    },
+    "note": {
+      "type": "string"
+    },
+    "pit_safe": {
+      "const": false,
+      "type": "boolean"
+    },
+    "source_table": {
+      "type": "string"
+    },
+    "verify_with": {
+      "items": {
+        "type": "string"
+      },
+      "type": "array"
+    }
+  },
+  "required": [
+    "source_table",
+    "derivation",
+    "pit_safe",
+    "note",
+    "verify_with"
+  ],
+  "type": "object"
+}

Added value: +{
+  "description": "Historical cutoff (canonical cross-tool date param — same name as get_company_fundamentals / get_valuation_metrics). Returns only ratios whose period_end is on or before this date. NOTE: ratios are pipeline-derived and filtered by period_end, NOT by filing accepted_at, so they are not strict point-in-time (_meta.pit_safe=false). For accepted_at-based PIT, use get_company_fundamentals.",
+  "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
+  "type": "string"
+}

Previous value: -"Historical cutoff: only return ratios with period_end on or before this date. Use this instead of as_of_date — ratio data has no PIT accepted_at."New value: +"Alias of as_of_date — either works; as_of_date is preferred (it is the canonical name used across every time-series tool). Returns only ratios with period_end on or before this date."

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

Previous value: -[
-  "period_end",
-  "fiscal_year",
-  "fiscal_period",
-  "is_ttm",
-  "computed_at",
-  "ratios"
-]New value: +[
+  "period_end",
+  "fiscal_year",
+  "fiscal_period",
+  "is_ttm",
+  "is_calendar_aligned",
+  "computed_at",
+  "ratios"
+]

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: +{
+  "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: +{
+  "type": "string"
+}

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

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: -"Historical cutoff: only return ratios with period_end on or before this date. Use this instead of as_of_date — ratio data has no PIT knowledge_at."New value: +"Historical cutoff: only return ratios with period_end on or before this date. Use this instead of as_of_date — ratio data has no PIT accepted_at."