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: -"Subject company ticker, e.g. AAPL. Peers are auto-selected by SIC code."New value: +"Subject company ticker or CIK, e.g. AAPL or '0000320193'. Peers are auto-selected by SIC code."

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: +{
+  "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: -"Historical cutoff (canonical cross-tool date param — same name as get_company_fundamentals / get_valuation_metrics) for the figure leg. When the ratio data carries an SEC accepted_at timestamp, this filters the figures point-in-time by accepted_at (latest-knowable per ratio, zero look-ahead, _meta.pit_safe=true). When it does not (current data), it filters by ratio.period_end (_meta.pit_safe=false). Peer SELECTION still uses current S&P 500 membership as a ranking proxy regardless of as_of_date (W3-G2)."New value: +"Historical cutoff (canonical cross-tool date param) for the FIGURE leg: PIT by ratio accepted_at when present (latest-knowable, zero look-ahead, _meta.pit_safe=true), else by ratio.period_end (pit_safe=false). Peer SELECTION still uses current S&P 500 membership as a ranking proxy regardless of as_of_date (W3-G2)."

Previous value: -"Alias of as_of_date — either works; as_of_date is preferred (canonical name used across every time-series tool). Only include ratios with period_end on or before this date."New value: +"Alias of as_of_date (as_of_date preferred — the canonical name). Only include 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: -"Historical cutoff (canonical cross-tool date param — same name as get_company_fundamentals / get_valuation_metrics). Only include ratios whose period_end is on or before this date, for historical peer-benchmarking snapshots. Ratios are period_end-keyed (pipeline-derived), not accepted_at PIT."New value: +"Historical cutoff (canonical cross-tool date param — same name as get_company_fundamentals / get_valuation_metrics) for the figure leg. When the ratio data carries an SEC accepted_at timestamp, this filters the figures point-in-time by accepted_at (latest-knowable per ratio, zero look-ahead, _meta.pit_safe=true). When it does not (current data), it filters by ratio.period_end (_meta.pit_safe=false). Peer SELECTION still uses current S&P 500 membership as a ranking proxy regardless of as_of_date (W3-G2)."

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"
+}

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"
+    },
+    "as_of_date": {
+      "type": [
+        "string",
+        "null"
+      ]
+    },
+    "categories": {
+      "description": "Ratio categories included in each peer panel",
+      "items": {
+        "type": "string"
+      },
+      "type": "array"
+    },
+    "data": {
+      "description": "One row per company (subject + peers): ticker, cik, name, sector, industry, is_subject, ratios",
+      "items": {
+        "additionalProperties": true,
+        "properties": {},
+        "type": "object"
+      },
+      "type": "array"
+    },
+    "note": {
+      "type": "string"
+    },
+    "peers_returned": {
+      "type": "integer"
+    },
+    "period_end_before": {
+      "type": [
+        "string",
+        "null"
+      ]
+    },
+    "subject": {
+      "description": "Subject ticker the peer set is built around",
+      "type": "string"
+    },
+    "subject_ratios": {
+      "additionalProperties": true,
+      "description": "The subject company's ratio panel",
+      "properties": {},
+      "type": "object"
+    }
+  },
+  "required": [
+    "_meta",
+    "subject",
+    "categories",
+    "peers_returned",
+    "data"
+  ],
+  "type": "object"
+}

Added value: +{
+  "description": "Historical cutoff (canonical cross-tool date param — same name as get_company_fundamentals / get_valuation_metrics). Only include ratios whose period_end is on or before this date, for historical peer-benchmarking snapshots. Ratios are period_end-keyed (pipeline-derived), not accepted_at PIT.",
+  "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
+  "type": "string"
+}

Previous value: -"Historical cutoff: only include ratios with period_end on or before this date. Use this for historical peer benchmarking snapshots."New value: +"Alias of as_of_date — either works; as_of_date is preferred (canonical name used across every time-series tool). Only include ratios with period_end on or before this date."