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Glama

Valuein — SEC EDGAR Fundamentals & Smart-Money Data

Peer comparison

get_peer_comparables
Read-onlyIdempotent

Returns a company's latest ratios beside those of up to 10 peers from the same SIC industry, closest code match first and S&P 500 members preferred, using trailing twelve months where available. Use this when the user asks how a company compares with its competitors. It covers current and former S&P 500 companies, so peers come from that set.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNoNumber of peers besides the company, 1 to 10; defaults to 5, e.g. 8.
tickerYesTicker symbol or SEC CIK of the company to compare, e.g. AAPL.
as_of_dateNoHistorical cutoff, YYYY-MM-DD: ratios known by this date, with peers ranked by index membership on it, e.g. 2024-06-30.
categoriesNoGroups to include: profitability, liquidity, leverage, efficiency, per_share, owner_earnings or valuation; defaults to profitability, valuation and leverage, e.g. ["valuation"].

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
dataYesOne row per company (subject + peers): ticker, cik, name, sector, industry, is_subject, ratios
noteNo
_metaYesProvenance envelope — data lineage for every MCP response
lineageNoProvenance 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).
subjectYesSubject ticker the peer set is built around
as_of_dateNo
categoriesYesRatio categories included in each peer panel
peers_returnedYes
subject_ratiosNoThe subject company's ratio panel
period_end_beforeNo
peers_omitted_no_dataNoCandidate peers left out because they had no ratio figures for the period; each was replaced by the next-closest candidate

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed1 schema field changed
    • removedInput schema / properties / period_end_before
      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"
      -}
  2. Changed23 schema fields changed
    • changedInput schema / properties / as_of_date / description
      Previous 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)."New value: +"Historical cutoff, YYYY-MM-DD: ratios known by this date, with peers ranked by index membership on it, e.g. 2024-06-30."
    • changedInput schema / properties / categories / description
      Previous value: -"Ratio categories to include in the comparison. Defaults to profitability, valuation, and leverage."New value: +"Groups to include: profitability, liquidity, leverage, efficiency, per_share, owner_earnings or valuation; defaults to profitability, valuation and leverage, e.g. [\"valuation\"]."
    • addedInput schema / properties / categories / maxItems
      Added value: +7
    • changedInput schema / properties / limit / description
      Previous value: -"Maximum number of peers to return alongside the subject company (1–10). Defaults to 5."New value: +"Number of peers besides the company, 1 to 10; defaults to 5, e.g. 8."
    • changedInput schema / properties / period_end_before / description
      Previous value: -"Alias of as_of_date (as_of_date preferred — the canonical name). Only include 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."
    • changedInput schema / properties / ticker / description
      Previous value: -"Subject company ticker or CIK, e.g. AAPL or '0000320193'. Peers are auto-selected by SIC code."New value: +"Ticker symbol or SEC CIK of the company to compare, e.g. AAPL."
    • removedOutput schema / properties / _meta / properties / cost_usd
      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"
      -}
    • removedOutput schema / properties / _meta / properties / data_plan
      Removed value: -{
      -  "description": "Access plan: sample | sp500 | pro | full",
      -  "type": "string"
      -}
    • changedOutput schema / properties / _meta / properties / fundamentals_as_of / description
      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."
    • removedOutput schema / properties / _meta / properties / last_updated
      Removed value: -{
      -  "description": "ISO timestamp when the snapshot was exported",
      -  "type": "string"
      -}
    • removedOutput schema / properties / _meta / properties / latency_ms
      Removed value: -{
      -  "description": "Wall-clock milliseconds this tool call took, measured server-side around the handler.",
      -  "minimum": 0,
      -  "type": "integer"
      -}
    • removedOutput schema / properties / _meta / properties / limit_warnings
      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"
      -}
    • removedOutput schema / properties / _meta / properties / payg_override
      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"
      -}
    • removedOutput schema / properties / _meta / properties / rate_limit
      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"
      -}
    • removedOutput schema / properties / _meta / properties / request_id
      Removed value: -{
      -  "description": "Per-request correlation id (8-char)",
      -  "type": "string"
      -}
    • removedOutput schema / properties / _meta / properties / schema_version
      Removed value: -{
      -  "description": "Parquet schema version from manifest.json",
      -  "type": "string"
      -}
    • removedOutput schema / properties / _meta / properties / snapshot
      Removed value: -{
      -  "description": "Snapshot directory name (e.g. snapshot_20260420)",
      -  "type": "string"
      -}
    • removedOutput schema / properties / _meta / properties / truncation / properties / current_plan
      Removed value: -{
      -  "type": "string"
      -}
    • removedOutput schema / properties / _meta / properties / truncation / properties / upgrade_required_for
      Removed value: -{
      -  "type": "string"
      -}
    • removedOutput schema / properties / _meta / properties / truncation / properties / upgrade_url
      Removed value: -{
      -  "type": "string"
      -}
    • changedOutput schema / properties / _meta / required
      Previous value: -[
      -  "data_plan",
      -  "schema_version",
      -  "snapshot",
      -  "last_updated",
      -  "source",
      -  "pit_safe"
      -]New value: +[
      +  "source",
      +  "pit_safe"
      +]
    • changedOutput schema / properties / lineage / description
      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)."
    • addedOutput schema / properties / peers_omitted_no_data
      Added value: +{
      +  "description": "Candidate peers left out because they had no ratio figures for the period; each was replaced by the next-closest candidate",
      +  "type": "integer"
      +}
  3. 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."
  4. Changed2 schema fields changed
    • changedInput schema / properties / ticker / description
      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."
    • changedInput schema / properties / ticker / pattern
      Previous value: -"^[A-Za-z.\\-]+$"New value: +"^[A-Za-z0-9.\\-]+$"
  5. 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"
      +}
  6. 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"
      +}
  7. Changed2 schema fields changed
    • changedInput schema / properties / as_of_date / description
      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)."
    • changedInput schema / properties / period_end_before / description
      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."
  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. Changed2 schema fields changed
    • changedInput schema / properties / as_of_date / description
      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)."
    • addedOutput schema / properties / lineage
      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"
      +}
  10. 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"
      +    },
      +    "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"
      +}
  11. Changed2 schema fields changed
    • addedInput schema / properties / as_of_date
      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"
      +}
    • changedInput schema / properties / period_end_before / description
      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."
  12. First observed

TDQS

A4.5/5.0
Behavior4/5

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

Annotations already declare readOnlyHint/idempotentHint/non-destructive, so safety is covered. The description adds genuinely non-obvious behavior: peer ranking by closest SIC code match, S&P 500 preference, TTM data where available, and the universe limitation to current and former S&P 500 members.

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?

Three sentences, front-loaded with what is returned, then when to use it, then the universe constraint. No filler and every clause carries information.

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, so return-format detail is unnecessary. Between the description, full schema coverage, and annotations, an agent has everything needed to decide when to call this and how peers are chosen and ordered.

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 description coverage is 100%, so the baseline is 3. The description layers on semantics the schema lacks: the ordering rule affecting the 'limit' selection (closest code first) and the TTM/'where available' caveat that qualifies the ratios returned relative to as_of_date.

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 states a specific verb and resource ('returns a company's latest ratios beside those of up to 10 peers') plus the peer-selection scope (same SIC industry, S&P 500 preferred, TTM basis). This is clearly distinguishable from sibling ratio tools like get_financial_ratios, which cover a single company without peer context.

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?

'Use this when the user asks how a company compares with its competitors' gives clear triggering context. It does not name an alternative for the single-company case (e.g. get_financial_ratios) or state exclusions, so it stops short of full when/when-not 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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