Valuein — SEC EDGAR Fundamentals & Smart-Money Data

Get Morning Brief

get_morning_brief

Read-onlyIdempotent

Read the caller's Morning Brief — a daily AI-generated market digest covering overnight moves across the customer's own watchlists and theses, produced by the Workspace. Omit day to get the most recent brief available (not necessarily today's); pass a specific day (YYYY-MM-DD) to fetch that day's brief. It is normal for no brief to exist yet if the customer hasn't set up or recently generated one — that returns found: false, not an error. Tier: sp500+ (sample rejected).

Input Schema

TableJSON Schema

Name	Required	Description	Default
`day`	No	Specific day to fetch (YYYY-MM-DD). Omit to get the most recent brief available for this customer.

Output Schema

TableJSON Schema

Name	Required	Description
`day`	Yes
`_meta`	Yes	Provenance envelope — data lineage for every MCP response
`found`	Yes
`model`	No
`status`	No
`provider`	No
`created_at`	No
`body_markdown`	No

Schema Changelog

Changes observed during successful MCP inspections.

Changed1 schema field changedSep 18, 2026

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."

Changed2 schema fields changedJul 25, 2026

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"
+}

Changed2 schema fields changedJul 7, 2026

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"
+}

AddedJul 4, 2026

TDQS

A4.7/5.0

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 valuable behavior beyond that: the returned brief may not be today's, absence of a brief is normal and returns `found: false` rather than an error, and access is restricted by tier. This gives an agent important expectations before invoking.

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 compact, well-organized, and front-loaded with the core purpose, then parameter behavior, then edge-case semantics, then access tier. Every sentence adds useful information and there is no repetition of schema or annotation content.

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?

For a simple tool with one optional parameter, an output schema, and read-only annotations, the description covers everything an agent needs: what the tool does, how to select the day, what absence means, and the tier restriction. Nothing essential is missing.

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% and the schema already documents `day` well. The description adds nuance beyond the schema, especially that omitting `day` yields the most recent brief 'not necessarily today's,' and that a missing brief is represented as `found: false`. This is helpful but not a radical improvement over an already-good schema.

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: 'Read the caller's Morning Brief,' and clarifies what the brief contains (daily AI-generated market digest across watchlists and theses). This clearly distinguishes it from the many sibling get_* tools, even without naming an alternative.

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 gives clear usage guidance for the optional `day` parameter: omit it to get the most recent brief, pass a specific YYYY-MM-DD to fetch that day. It also explains the not-an-error `found: false` case. It does not explicitly compare against alternative tools, but no sibling appears to serve the same purpose.

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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