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Valuein — SEC EDGAR Fundamentals & Smart-Money Data

Index membership on a date

get_pit_universe
Read-onlyIdempotent

Returns the companies in the S&P 500, a Russell index or a sector on a given date, including members that later left or delisted, with CIK, ticker, name, sector, industry and a confidence label, plus the full member count. Use this when the user asks who was in an index on a past date or whether a company was a member then. It covers current and former S&P 500 companies, and a long list arrives in pages of at most 250 rows.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
indexNoIndex to list: sp500, russell1000, russell2000 or russell3000; omit for no index filter, e.g. sp500.
limitNoMaximum number of members to return, 1 to 3500; defaults to 100, e.g. 505.
offsetNoRows to skip when paging through a long list; defaults to 0, e.g. 250.
sectorNoSector name to match, case-insensitive partial match, e.g. Technology.
is_activeNotrue keeps only companies still trading today, which drops members that later delisted; omit to keep all, e.g. true.
as_of_dateNoDate the membership applies to, YYYY-MM-DD; omit for the current universe, e.g. 2022-12-30.
as_of_basisNoWhich dates decide membership: effective (default, when a change took effect) or announcement (when it was announced), e.g. announcement.effective
include_share_classesNotrue returns one row per share class instead of one per company; defaults to false, e.g. true.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
noteYes
_metaYesProvenance envelope — data lineage for every MCP response
indexYes
sectorYes
completeYes
coverageYes
companiesYes
as_of_dateYes
truncationNoPresent only when the inline-row cap withheld rows. Page with `next_offset` (keep the same `limit`) or pull the full set via get_compute_ready_stream.
as_of_basisYes
coverage_gapYes
returned_rowsYes
universe_sizeYes
limit_truncatedYes
survivorship_freeYes
confidence_summaryYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed23 schema fields changed
    • changedInput schema / properties / as_of_basis / description
      Previous value: -"Which date column drives historical construction. 'effective' (default) = effective_date/removal_date (first trading day; passive replication). 'announcement' = announcement_date/removal_announcement_date (S&P's public-announcement day; for inclusion-arb backtests) — rows with NULL announcement_date (mostly pre-2015) are skipped."New value: +"Which dates decide membership: effective (default, when a change took effect) or announcement (when it was announced), e.g. announcement."
    • changedInput schema / properties / as_of_date / description
      Previous value: -"Historical date (YYYY-MM-DD) for survivorship-free construction. Index queries use index_membership join/leave dates (entrants after the date excluded, later-removed members kept); sector queries use security valid_from/valid_to. Omit for the current universe."New value: +"Date the membership applies to, YYYY-MM-DD; omit for the current universe, e.g. 2022-12-30."
    • changedInput schema / properties / include_share_classes / description
      Previous value: -"false (default) collapses to one row per CIK (index-provider convention — BRK counts once, not BRK-A + BRK-B). true returns every share-class row (GOOG and GOOGL separately) — for security-level analysis only."New value: +"true returns one row per share class instead of one per company; defaults to false, e.g. true."
    • changedInput schema / properties / index / description
      Previous value: -"Index filter. 'sp500' (~500 large caps, curated history back to 1996), 'russell1000' (~1000 large/mid), 'russell2000' (~2000 small caps), 'russell3000' (~3000 broad market) — the three Russell indices carry fund-derived history back to 2000-09-30 at medium confidence, with observation spacing that widens before 2007. Omit for no index filter (sector-only or full universe queries)."New value: +"Index to list: sp500, russell1000, russell2000 or russell3000; omit for no index filter, e.g. sp500."
    • changedInput schema / properties / is_active / description
      Previous value: -"Filter to active (currently trading) companies only. Omit to include all. WARNING: setting this to true on a HISTORICAL query reintroduces survivorship bias — companies that were active on as_of_date but later went bankrupt or got acquired will be filtered out.  Leave unset for true PIT backtests."New value: +"true keeps only companies still trading today, which drops members that later delisted; omit to keep all, e.g. true."
    • changedInput schema / properties / limit / description
      Previous value: -"Maximum companies to return (1–3500). Defaults to 100 — which is SMALLER THAN EVERY INDEX, so the default call returns a slice, reports `limit_truncated: true` and withholds `survivorship_free`. `universe_size` always states the full matched count whatever you set here. Raising it is NOT sufficient on its own: at most 250 rows are inlined per call, so a large limit still returns a page (`complete: false`) until you walk it with `offset`. Universe is deduped to one row per CIK, so for a usable backtest universe set this near the index size (SP500 ~505, Russell 3000 ~3050) and page with `offset`."New value: +"Maximum number of members to return, 1 to 3500; defaults to 100, e.g. 505."
    • changedInput schema / properties / offset / description
      Previous value: -"Zero-based row offset for paging a large universe. At most 250 rows are inlined per call; when more match, the response carries a `truncation` envelope — pass its `next_offset` here (keeping the same `limit`) to fetch the next page. Defaults to 0."New value: +"Rows to skip when paging through a long list; defaults to 0, e.g. 250."
    • changedInput schema / properties / sector / description
      Previous value: -"Sector filter (case-insensitive substring) over the SIC-derived, GICS-aligned label (not licensed GICS — see tool description). E.g. 'Technology', 'Energy'."New value: +"Sector name to match, case-insensitive partial match, e.g. Technology."
    • 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"
      +]
  2. Changed1 schema field changed
    • changedOutput schema / properties / _meta / properties / fundamentals_as_of / description
      Previous value: -"ISO timestamp when the FINANCIAL STATEMENTS were last rebuilt. Use THIS — not `last_updated` — when telling a user how current the fundamentals are. The snapshot is republished on every weekday price refresh while the statements are carried forward unchanged, so `last_updated` can be far more recent than the numbers it sits next to."New value: +"ISO timestamp when the FINANCIAL STATEMENTS were last rebuilt in bulk. Use THIS — not `last_updated` — when telling a user how current the cross-sectional fundamentals are. The snapshot is republished on every weekday price refresh while the statements are carried forward unchanged, so `last_updated` can be far more recent than the numbers it sits next to. It is a floor for a single filer, not a ceiling: a filer with a live partition receives its filing, facts and ratios intraday (minutes after EDGAR dissemination), so an entity-scoped read may carry a filing newer than this; cross-sectional ranks (factor scores, earnings signals) refresh with the weekly bulk export."
  3. Changed1 schema field changed
    • changedInput schema / properties / index / description
      Previous value: -"Index filter. 'sp500' (~500 large caps, curated history back to 1996), 'russell1000' (~1000 large/mid), 'russell2000' (~2000 small caps), 'russell3000' (~3000 broad market) — the three Russell indices carry ETF-derived monthly history back to 2007 at medium confidence. Omit for no index filter (sector-only or full universe queries)."New value: +"Index filter. 'sp500' (~500 large caps, curated history back to 1996), 'russell1000' (~1000 large/mid), 'russell2000' (~2000 small caps), 'russell3000' (~3000 broad market) — the three Russell indices carry fund-derived history back to 2000-09-30 at medium confidence, with observation spacing that widens before 2007. Omit for no index filter (sector-only or full universe queries)."
  4. Changed3 schema fields changed
    • changedInput schema / properties / limit / description
      Previous value: -"Maximum companies to return (1–3500). Defaults to 100 — which is SMALLER THAN EVERY INDEX, so the default call returns a slice, reports `limit_truncated: true` and withholds `survivorship_free`. `universe_size` always states the full matched count whatever you set here. Universe is deduped to one row per CIK, so for a usable backtest universe set this near the index size (SP500 ~505, Russell 3000 ~3050) and page the response with `offset`."New value: +"Maximum companies to return (1–3500). Defaults to 100 — which is SMALLER THAN EVERY INDEX, so the default call returns a slice, reports `limit_truncated: true` and withholds `survivorship_free`. `universe_size` always states the full matched count whatever you set here. Raising it is NOT sufficient on its own: at most 250 rows are inlined per call, so a large limit still returns a page (`complete: false`) until you walk it with `offset`. Universe is deduped to one row per CIK, so for a usable backtest universe set this near the index size (SP500 ~505, Russell 3000 ~3050) and page with `offset`."
    • addedOutput schema / properties / complete
      Added value: +{
      +  "type": "boolean"
      +}
    • changedOutput schema / required
      Previous value: -[
      -  "_meta",
      -  "as_of_date",
      -  "as_of_basis",
      -  "index",
      -  "sector",
      -  "universe_size",
      -  "returned_rows",
      -  "limit_truncated",
      -  "survivorship_free",
      -  "coverage_gap",
      -  "coverage",
      -  "confidence_summary",
      -  "note",
      -  "companies"
      -]New value: +[
      +  "_meta",
      +  "as_of_date",
      +  "as_of_basis",
      +  "index",
      +  "sector",
      +  "universe_size",
      +  "returned_rows",
      +  "complete",
      +  "limit_truncated",
      +  "survivorship_free",
      +  "coverage_gap",
      +  "coverage",
      +  "confidence_summary",
      +  "note",
      +  "companies"
      +]
  5. Changed4 schema fields changed
    • changedInput schema / properties / limit / description
      Previous value: -"Maximum companies to return (1–3500). Defaults to 100. Universe is deduped to one row per CIK, so set near the index size (SP500 ~505, Russell 3000 ~3050)."New value: +"Maximum companies to return (1–3500). Defaults to 100 — which is SMALLER THAN EVERY INDEX, so the default call returns a slice, reports `limit_truncated: true` and withholds `survivorship_free`. `universe_size` always states the full matched count whatever you set here. Universe is deduped to one row per CIK, so for a usable backtest universe set this near the index size (SP500 ~505, Russell 3000 ~3050) and page the response with `offset`."
    • addedOutput schema / properties / limit_truncated
      Added value: +{
      +  "type": "boolean"
      +}
    • addedOutput schema / properties / returned_rows
      Added value: +{
      +  "minimum": 0,
      +  "type": "integer"
      +}
    • changedOutput schema / required
      Previous value: -[
      -  "_meta",
      -  "as_of_date",
      -  "as_of_basis",
      -  "index",
      -  "sector",
      -  "universe_size",
      -  "survivorship_free",
      -  "coverage_gap",
      -  "coverage",
      -  "confidence_summary",
      -  "note",
      -  "companies"
      -]New value: +[
      +  "_meta",
      +  "as_of_date",
      +  "as_of_basis",
      +  "index",
      +  "sector",
      +  "universe_size",
      +  "returned_rows",
      +  "limit_truncated",
      +  "survivorship_free",
      +  "coverage_gap",
      +  "coverage",
      +  "confidence_summary",
      +  "note",
      +  "companies"
      +]
  6. Changed1 schema field changed
    • changedInput schema / properties / index / description
      Previous value: -"Index filter. 'sp500' (~500 large caps), 'russell1000' (~1000 large/mid), 'russell2000' (~2000 small caps), 'russell3000' (~3000 broad market). Omit for no index filter (sector-only or full universe queries)."New value: +"Index filter. 'sp500' (~500 large caps, curated history back to 1996), 'russell1000' (~1000 large/mid), 'russell2000' (~2000 small caps), 'russell3000' (~3000 broad market) — the three Russell indices carry ETF-derived monthly history back to 2007 at medium confidence. Omit for no index filter (sector-only or full universe queries)."
  7. 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"
      +}
  8. 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"
      +}
  9. Changed7 schema fields changed
    • changedInput schema / properties / as_of_basis / description
      Previous value: -"Which date column to filter on for historical universe construction. 'effective' (default) — match against effective_date / removal_date (first trading day as a member; passive index replication). 'announcement' — match against announcement_date / removal_announcement_date (the day S&P publicly announced the change; use for inclusion-arb backtests). 'announcement' rows with NULL announcement_date are silently skipped — pre-2015 changes generally lack press-release coverage."New value: +"Which date column drives historical construction. 'effective' (default) = effective_date/removal_date (first trading day; passive replication). 'announcement' = announcement_date/removal_announcement_date (S&P's public-announcement day; for inclusion-arb backtests) — rows with NULL announcement_date (mostly pre-2015) are skipped."
    • changedInput schema / properties / as_of_date / description
      Previous value: -"Historical date (YYYY-MM-DD) for survivorship-free universe construction. For an index: uses index_membership join/leave dates — companies that entered after this date are excluded; companies later removed are kept. For sector: uses security valid_from/valid_to. Omit for the current universe."New value: +"Historical date (YYYY-MM-DD) for survivorship-free construction. Index queries use index_membership join/leave dates (entrants after the date excluded, later-removed members kept); sector queries use security valid_from/valid_to. Omit for the current universe."
    • changedInput schema / properties / include_share_classes / description
      Previous value: -"When false (default), the universe is collapsed to one row per CIK — matches how index providers count constituents (BRK is one S&P 500 member, not two for BRK-A + BRK-B).  When true, every share-class row is returned (GOOG and GOOGL emit separate rows, etc.).  Use only for security-level (not company-level) analysis."New value: +"false (default) collapses to one row per CIK (index-provider convention — BRK counts once, not BRK-A + BRK-B). true returns every share-class row (GOOG and GOOGL separately) — for security-level analysis only."
    • changedInput schema / properties / limit / description
      Previous value: -"Maximum number of companies to return (1–3500).  Defaults to 100. Sized to fit Russell 3000 (~3000 members) plus headroom for delisted/historical members.  Universe is deduped to one row per CIK by default, so set near the index size (SP500 ~505, Russell 1000 ~1010, Russell 3000 ~3050) — no need for share-class headroom."New value: +"Maximum companies to return (1–3500). Defaults to 100. Universe is deduped to one row per CIK, so set near the index size (SP500 ~505, Russell 3000 ~3050)."
    • addedInput schema / properties / offset
      Added value: +{
      +  "default": 0,
      +  "description": "Zero-based row offset for paging a large universe. At most 250 rows are inlined per call; when more match, the response carries a `truncation` envelope — pass its `next_offset` here (keeping the same `limit`) to fetch the next page. Defaults to 0.",
      +  "minimum": 0,
      +  "type": "integer"
      +}
    • changedInput schema / properties / sector / description
      Previous value: -"Sector filter (case-insensitive substring match) over the SIC-derived, GICS-aligned sector label.  E.g. 'Technology', 'Health Care', 'Energy'. Not licensed GICS — see tool description for caveat."New value: +"Sector filter (case-insensitive substring) over the SIC-derived, GICS-aligned label (not licensed GICS — see tool description). E.g. 'Technology', 'Energy'."
    • addedOutput schema / properties / truncation
      Added value: +{
      +  "additionalProperties": false,
      +  "description": "Present only when the inline-row cap withheld rows. Page with `next_offset` (keep the same `limit`) or pull the full set via get_compute_ready_stream.",
      +  "properties": {
      +    "hint": {
      +      "type": "string"
      +    },
      +    "next_offset": {
      +      "minimum": 0,
      +      "type": "integer"
      +    },
      +    "returned": {
      +      "minimum": 0,
      +      "type": "integer"
      +    },
      +    "total_available": {
      +      "minimum": 0,
      +      "type": "integer"
      +    },
      +    "truncated": {
      +      "const": true,
      +      "type": "boolean"
      +    }
      +  },
      +  "required": [
      +    "truncated",
      +    "returned",
      +    "total_available",
      +    "next_offset",
      +    "hint"
      +  ],
      +  "type": "object"
      +}
  10. Changed2 schema fields changed
    • addedOutput schema / properties / coverage
      Added value: +{
      +  "anyOf": [
      +    {
      +      "additionalProperties": false,
      +      "properties": {
      +        "assessed": {
      +          "type": "boolean"
      +        },
      +        "completeness_pct": {
      +          "type": "number"
      +        },
      +        "expected_size": {
      +          "type": "integer"
      +        },
      +        "returned": {
      +          "type": "integer"
      +        },
      +        "undercount": {
      +          "type": "boolean"
      +        }
      +      },
      +      "required": [
      +        "expected_size",
      +        "returned",
      +        "completeness_pct",
      +        "assessed",
      +        "undercount"
      +      ],
      +      "type": "object"
      +    },
      +    {
      +      "type": "null"
      +    }
      +  ]
      +}
    • changedOutput schema / required
      Previous value: -[
      -  "_meta",
      -  "as_of_date",
      -  "as_of_basis",
      -  "index",
      -  "sector",
      -  "universe_size",
      -  "survivorship_free",
      -  "coverage_gap",
      -  "confidence_summary",
      -  "note",
      -  "companies"
      -]New value: +[
      +  "_meta",
      +  "as_of_date",
      +  "as_of_basis",
      +  "index",
      +  "sector",
      +  "universe_size",
      +  "survivorship_free",
      +  "coverage_gap",
      +  "coverage",
      +  "confidence_summary",
      +  "note",
      +  "companies"
      +]
  11. 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"
  12. 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_basis": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "as_of_date": {
      +      "type": "string"
      +    },
      +    "companies": {
      +      "items": {
      +        "additionalProperties": true,
      +        "properties": {},
      +        "type": "object"
      +      },
      +      "type": "array"
      +    },
      +    "confidence_summary": {
      +      "anyOf": [
      +        {
      +          "additionalProperties": {
      +            "type": "number"
      +          },
      +          "type": "object"
      +        },
      +        {
      +          "type": "null"
      +        }
      +      ]
      +    },
      +    "coverage_gap": {
      +      "type": "boolean"
      +    },
      +    "index": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "note": {
      +      "type": "string"
      +    },
      +    "sector": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "survivorship_free": {
      +      "type": "boolean"
      +    },
      +    "universe_size": {
      +      "minimum": 0,
      +      "type": "integer"
      +    }
      +  },
      +  "required": [
      +    "_meta",
      +    "as_of_date",
      +    "as_of_basis",
      +    "index",
      +    "sector",
      +    "universe_size",
      +    "survivorship_free",
      +    "coverage_gap",
      +    "confidence_summary",
      +    "note",
      +    "companies"
      +  ],
      +  "type": "object"
      +}
  13. Changed2 schema fields changed
    • addedInput schema / properties / include_share_classes
      Added value: +{
      +  "default": false,
      +  "description": "When false (default), the universe is collapsed to one row per CIK — matches how index providers count constituents (BRK is one S&P 500 member, not two for BRK-A + BRK-B).  When true, every share-class row is returned (GOOG and GOOGL emit separate rows, etc.).  Use only for security-level (not company-level) analysis.",
      +  "type": "boolean"
      +}
    • changedInput schema / properties / limit / description
      Previous value: -"Maximum number of companies to return (1–3500).  Defaults to 100. Sized to fit Russell 3000 (~3000 members) plus headroom for delisted/historical members. For SP500 set ~510, for Russell 1000 set ~1100."New value: +"Maximum number of companies to return (1–3500).  Defaults to 100. Sized to fit Russell 3000 (~3000 members) plus headroom for delisted/historical members.  Universe is deduped to one row per CIK by default, so set near the index size (SP500 ~505, Russell 1000 ~1010, Russell 3000 ~3050) — no need for share-class headroom."
  14. Changed7 schema fields changed
    • changedInput schema / properties / as_of_date / description
      Previous value: -"Historical date (YYYY-MM-DD) for survivorship-free universe construction. For S&P 500: uses index join/leave dates — companies that entered after this date are excluded. For sector: uses security valid_from/valid_to. Omit for the current universe."New value: +"Historical date (YYYY-MM-DD) for survivorship-free universe construction. For an index: uses index_membership join/leave dates — companies that entered after this date are excluded; companies later removed are kept. For sector: uses security valid_from/valid_to. Omit for the current universe."
    • changedInput schema / properties / index / description
      Previous value: -"Index filter. 'sp500' returns S&P 500 constituents. Omit for no index filter."New value: +"Index filter. 'sp500' (~500 large caps), 'russell1000' (~1000 large/mid), 'russell2000' (~2000 small caps), 'russell3000' (~3000 broad market). Omit for no index filter (sector-only or full universe queries)."
    • changedInput schema / properties / index / enum
      Previous value: -[
      -  "sp500"
      -]New value: +[
      +  "sp500",
      +  "russell1000",
      +  "russell2000",
      +  "russell3000"
      +]
    • changedInput schema / properties / is_active / description
      Previous value: -"Filter to active (currently trading) companies only. Omit to include all."New value: +"Filter to active (currently trading) companies only. Omit to include all. WARNING: setting this to true on a HISTORICAL query reintroduces survivorship bias — companies that were active on as_of_date but later went bankrupt or got acquired will be filtered out.  Leave unset for true PIT backtests."
    • changedInput schema / properties / limit / description
      Previous value: -"Maximum number of companies to return (1–510). Defaults to 100."New value: +"Maximum number of companies to return (1–3500).  Defaults to 100. Sized to fit Russell 3000 (~3000 members) plus headroom for delisted/historical members. For SP500 set ~510, for Russell 1000 set ~1100."
    • changedInput schema / properties / limit / maximum
      Previous value: -510New value: +3500
    • changedInput schema / properties / sector / description
      Previous value: -"Sector filter (case-insensitive substring match). E.g. 'Technology', 'Health Care', 'Energy'."New value: +"Sector filter (case-insensitive substring match) over the SIC-derived, GICS-aligned sector label.  E.g. 'Technology', 'Health Care', 'Energy'. Not licensed GICS — see tool description for caveat."
  15. Changed2 schema fields changed
    • changedInput schema / properties / limit / description
      Previous value: -"Maximum number of companies to return (1–500). Defaults to 100."New value: +"Maximum number of companies to return (1–510). Defaults to 100."
    • changedInput schema / properties / limit / maximum
      Previous value: -500New value: +510
  16. Changed1 schema field changed
    • addedInput schema / properties / as_of_basis
      Added value: +{
      +  "default": "effective",
      +  "description": "Which date column to filter on for historical universe construction. 'effective' (default) — match against effective_date / removal_date (first trading day as a member; passive index replication). 'announcement' — match against announcement_date / removal_announcement_date (the day S&P publicly announced the change; use for inclusion-arb backtests). 'announcement' rows with NULL announcement_date are silently skipped — pre-2015 changes generally lack press-release coverage.",
      +  "enum": [
      +    "effective",
      +    "announcement"
      +  ],
      +  "type": "string"
      +}
  17. First observed

TDQS

A3.8/5.0
Behavior4/5

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

Annotations already cover read-only, idempotent, non-destructive, and closed-world behavior. The description adds useful context beyond that: it includes former/delisted members, lists returned fields, mentions a confidence label and full member count, and discloses pagination behavior, though the page-size claim is potentially inconsistent with the schema.

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 are front-loaded with purpose, then usage, then pagination. Each sentence adds a distinct piece of information with no filler.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

An output schema exists, so return values need not be detailed, and annotations cover safety. The description covers purpose, usage condition, and pagination for an eight-parameter optional-filter query, though it does not explain how filters combine.

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

Parameters2/5

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

Schema description coverage is 100%, so the schema already documents all eight parameters with defaults, ranges, and examples. The description's only parameter-adjacent addition is 'a long list arrives in pages of at most 250 rows', which conflicts with the schema's limit maximum of 3500, and it adds no other meaningful parameter guidance.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

States a specific verb ('Returns') and resource ('companies in the S&P 500, a Russell index or a sector on a given date'), with explicit temporal and former-member scope. It is clearly distinct from a current-universe screen, but it does not name a sibling alternative like screen_universe to fully differentiate.

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?

The second sentence gives a clear trigger: 'Use this when the user asks who was in an index on a past date or whether a company was a member then.' It does not name alternatives or state when not to use it, so it stops short of a 5.

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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