Previous value: -"Inclusive upper bound on filing_date (YYYY-MM-DD). E.g. '2023-12-31'."New value: +"Latest filing date to include, YYYY-MM-DD, e.g. 2024-12-31."

Previous value: -"8-K item codes to filter by. E.g. ['1.01'] for material agreements, ['2.01'] for asset acquisitions, ['5.02'] for director/officer changes. Only relevant when form_types includes '8-K'."New value: +"8-K item numbers to match; filings without a matching item are left out, e.g. [\"2.02\"]."

Added value: +30

Previous value: -"Filing form types to include. Defaults to 10-K and 10-Q."New value: +"Forms to include: 10-K, 10-Q, 8-K, 20-F, 40-F or their /A amendments; defaults to 10-K and 10-Q, e.g. [\"8-K\"]."

Added value: +9

Previous value: -"Maximum number of filings to return (1–50). Defaults to 10."New value: +"Maximum number of filings, 1 to 50; defaults to 10, e.g. 20."

Previous value: -"Inclusive lower bound on filing_date (YYYY-MM-DD). E.g. '2023-01-01'."New value: +"Earliest filing date to include, YYYY-MM-DD, e.g. 2024-01-01."

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

Removed value: -{
-  "additionalProperties": false,
-  "description": "Per-call cost transparency. Omitted for subscription-only tools that have no PAYG-equivalent price.",
-  "properties": {
-    "amount_usd": {
-      "minimum": 0,
-      "type": "number"
-    },
-    "basis": {
-      "description": "payg_charge = real agent-pay charge. payg_rate_card = indicative price, not billed.",
-      "enum": [
-        "payg_charge",
-        "payg_rate_card"
-      ],
-      "type": "string"
-    },
-    "billed": {
-      "description": "true = this amount was actually charged via PAYG for this call. false = indicative PAYG-equivalent value; your plan already covers this call for free.",
-      "type": "boolean"
-    }
-  },
-  "required": [
-    "amount_usd",
-    "billed",
-    "basis"
-  ],
-  "type": "object"
-}

Removed value: -{
-  "description": "Access plan: sample | sp500 | pro | full",
-  "type": "string"
-}

Previous value: -"ISO timestamp when the FINANCIAL STATEMENTS were last rebuilt in bulk. Use THIS — not `last_updated` — when telling a user how current the cross-sectional fundamentals are. The snapshot is republished on every weekday price refresh while the statements are carried forward unchanged, so `last_updated` can be far more recent than the numbers it sits next to. It is a floor for a single filer, not a ceiling: a filer with a live partition receives its filing, facts and ratios intraday (minutes after EDGAR dissemination), so an entity-scoped read may carry a filing newer than this; cross-sectional ranks (factor scores, earnings signals) refresh with the weekly bulk export."New value: +"Use THIS — not `last_updated` — when telling a user how current the cross-sectional fundamentals are. The snapshot is republished on every weekday price refresh while the statements are carried forward unchanged, so `last_updated` can be far more recent than the numbers it sits next to. It is a floor for a single filer, not a ceiling: a filer with a live partition receives its filing, facts and ratios intraday (minutes after EDGAR dissemination), so an entity-scoped read may carry a filing newer than this; cross-sectional ranks (factor scores, earnings signals) refresh with the weekly bulk export."

Removed value: -{
-  "description": "ISO timestamp when the snapshot was exported",
-  "type": "string"
-}

Removed value: -{
-  "description": "Wall-clock milliseconds this tool call took, measured server-side around the handler.",
-  "minimum": 0,
-  "type": "integer"
-}

Removed value: -{
-  "description": "Soft-warning array for partial fulfillment. Each entry carries a stable subcode + remediation.options[]. AI agents pattern-match on subcode.",
-  "items": {
-    "additionalProperties": true,
-    "properties": {
-      "code": {
-        "const": "LIMIT_EXCEEDED",
-        "type": "string"
-      },
-      "current_plan": {
-        "type": "string"
-      },
-      "extensions": {
-        "additionalProperties": {},
-        "type": "object"
-      },
-      "limit_type": {
-        "type": "string"
-      },
-      "limit_value": {},
-      "remediation": {
-        "additionalProperties": true,
-        "properties": {
-          "contact_sales": {
-            "type": "string"
-          },
-          "default_action": {
-            "type": "string"
-          },
-          "options": {
-            "items": {
-              "additionalProperties": {},
-              "type": "object"
-            },
-            "type": "array"
-          },
-          "pricing_page": {
-            "type": "string"
-          }
-        },
-        "required": [
-          "options",
-          "default_action",
-          "pricing_page",
-          "contact_sales"
-        ],
-        "type": "object"
-      },
-      "requested_value": {},
-      "returned_value": {},
-      "subcode": {
-        "type": "string"
-      }
-    },
-    "required": [
-      "code",
-      "subcode",
-      "limit_type",
-      "current_plan",
-      "remediation"
-    ],
-    "type": "object"
-  },
-  "type": "array"
-}

Removed value: -{
-  "additionalProperties": false,
-  "description": "Set when this single response was paid for via the agent-pay PAYG flow — the rate-limit / depth-limit checks were bypassed for this call only.",
-  "properties": {
-    "amount_cents": {
-      "type": "number"
-    },
-    "entity_scope_hash": {
-      "type": "string"
-    },
-    "meter": {
-      "type": "string"
-    },
-    "quote_id": {
-      "type": "string"
-    },
-    "retry_token_hash": {
-      "type": "string"
-    },
-    "ticker_count": {
-      "type": "number"
-    },
-    "tool": {
-      "type": "string"
-    }
-  },
-  "required": [
-    "quote_id",
-    "tool",
-    "meter",
-    "amount_cents",
-    "ticker_count",
-    "entity_scope_hash",
-    "retry_token_hash"
-  ],
-  "type": "object"
-}

Removed value: -{
-  "additionalProperties": false,
-  "description": "Caller's remaining budget",
-  "properties": {
-    "limit": {
-      "type": "integer"
-    },
-    "remaining": {
-      "type": "integer"
-    },
-    "reset_at": {
-      "description": "ISO 8601 timestamp when the window resets",
-      "type": "string"
-    },
-    "window": {
-      "enum": [
-        "minute",
-        "hour"
-      ],
-      "type": "string"
-    }
-  },
-  "required": [
-    "limit",
-    "remaining",
-    "reset_at",
-    "window"
-  ],
-  "type": "object"
-}

Removed value: -{
-  "description": "Per-request correlation id (8-char)",
-  "type": "string"
-}

Removed value: -{
-  "description": "Parquet schema version from manifest.json",
-  "type": "string"
-}

Removed value: -{
-  "description": "Snapshot directory name (e.g. snapshot_20260420)",
-  "type": "string"
-}

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

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

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

Previous value: -[
-  "data_plan",
-  "schema_version",
-  "snapshot",
-  "last_updated",
-  "source",
-  "pit_safe"
-]New value: +[
+  "source",
+  "pit_safe"
+]

Previous value: -"ISO timestamp when the FINANCIAL STATEMENTS were last rebuilt. Use THIS — not `last_updated` — when telling a user how current the fundamentals are. The snapshot is republished on every weekday price refresh while the statements are carried forward unchanged, so `last_updated` can be far more recent than the numbers it sits next to."New value: +"ISO timestamp when the FINANCIAL STATEMENTS were last rebuilt in bulk. Use THIS — not `last_updated` — when telling a user how current the cross-sectional fundamentals are. The snapshot is republished on every weekday price refresh while the statements are carried forward unchanged, so `last_updated` can be far more recent than the numbers it sits next to. It is a floor for a single filer, not a ceiling: a filer with a live partition receives its filing, facts and ratios intraday (minutes after EDGAR dissemination), so an entity-scoped read may carry a filing newer than this; cross-sectional ranks (factor scores, earnings signals) refresh with the weekly bulk export."

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

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

Added value: +{
+  "description": "ISO timestamp when the FINANCIAL STATEMENTS were last rebuilt. Use THIS — not `last_updated` — when telling a user how current the fundamentals are. The snapshot is republished on every weekday price refresh while the statements are carried forward unchanged, so `last_updated` can be far more recent than the numbers it sits next to.",
+  "type": "string"
+}

Added value: +{
+  "description": "ISO timestamp when the price surfaces were last refreshed.",
+  "type": "string"
+}

Added value: +{
+  "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"
+}

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

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

Previous value: -[
-  "accession_id",
-  "form_type",
-  "filing_date",
-  "report_date",
-  "accepted_at",
-  "fiscal_year",
-  "fiscal_period",
-  "is_amendment",
-  "sec_url",
-  "viewer_url"
-]New value: +[
+  "accession_id",
+  "form_type",
+  "filing_date",
+  "report_date",
+  "accepted_at",
+  "fiscal_year",
+  "fiscal_period",
+  "is_amendment",
+  "sec_url",
+  "viewer_url",
+  "inline_viewer_url",
+  "document_url"
+]

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

Previous value: -[
-  "10-K",
-  "10-Q",
-  "8-K",
-  "20-F",
-  "10-K/A",
-  "10-Q/A"
-]New value: +[
+  "10-K",
+  "10-Q",
+  "8-K",
+  "20-F",
+  "40-F",
+  "10-K/A",
+  "10-Q/A",
+  "20-F/A",
+  "40-F/A"
+]

Previous value: -"string"New value: +[
+  "string",
+  "null"
+]

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

Removed value: -"integer"

Previous value: -"string"New value: +[
+  "string",
+  "null"
+]

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

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

Previous value: -[
-  "quote_id",
-  "tool",
-  "meter",
-  "amount_cents",
-  "retry_token_hash"
-]New value: +[
+  "quote_id",
+  "tool",
+  "meter",
+  "amount_cents",
+  "ticker_count",
+  "entity_scope_hash",
+  "retry_token_hash"
+]

Added value: +{
+  "additionalProperties": false,
+  "description": "Set when this single response was paid for via the agent-pay PAYG flow — the rate-limit / depth-limit checks were bypassed for this call only.",
+  "properties": {
+    "amount_cents": {
+      "type": "number"
+    },
+    "meter": {
+      "type": "string"
+    },
+    "quote_id": {
+      "type": "string"
+    },
+    "retry_token_hash": {
+      "type": "string"
+    },
+    "tool": {
+      "type": "string"
+    }
+  },
+  "required": [
+    "quote_id",
+    "tool",
+    "meter",
+    "amount_cents",
+    "retry_token_hash"
+  ],
+  "type": "object"
+}

Added value: +{
+  "description": "Soft-warning array for partial fulfillment. Each entry carries a stable subcode + remediation.options[]. AI agents pattern-match on subcode.",
+  "items": {
+    "additionalProperties": true,
+    "properties": {
+      "code": {
+        "const": "LIMIT_EXCEEDED",
+        "type": "string"
+      },
+      "current_plan": {
+        "type": "string"
+      },
+      "extensions": {
+        "additionalProperties": {},
+        "type": "object"
+      },
+      "limit_type": {
+        "type": "string"
+      },
+      "limit_value": {},
+      "remediation": {
+        "additionalProperties": true,
+        "properties": {
+          "contact_sales": {
+            "type": "string"
+          },
+          "default_action": {
+            "type": "string"
+          },
+          "options": {
+            "items": {
+              "additionalProperties": {},
+              "type": "object"
+            },
+            "type": "array"
+          },
+          "pricing_page": {
+            "type": "string"
+          }
+        },
+        "required": [
+          "options",
+          "default_action",
+          "pricing_page",
+          "contact_sales"
+        ],
+        "type": "object"
+      },
+      "requested_value": {},
+      "returned_value": {},
+      "subcode": {
+        "type": "string"
+      }
+    },
+    "required": [
+      "code",
+      "subcode",
+      "limit_type",
+      "current_plan",
+      "remediation"
+    ],
+    "type": "object"
+  },
+  "type": "array"
+}

Added value: +{
+  "additionalProperties": false,
+  "description": "Set when fewer rows were returned than requested — explains why and points to a remedy",
+  "properties": {
+    "current_plan": {
+      "type": "string"
+    },
+    "plan_limit": {
+      "minimum": 0,
+      "type": "integer"
+    },
+    "reason": {
+      "enum": [
+        "PLAN_LIMIT",
+        "DATA_NOT_AVAILABLE",
+        "FISCAL_YEAR_BOUNDARY_FILTER",
+        "OTHER"
+      ],
+      "type": "string"
+    },
+    "requested": {
+      "minimum": 0,
+      "type": "integer"
+    },
+    "returned": {
+      "minimum": 0,
+      "type": "integer"
+    },
+    "upgrade_required_for": {
+      "type": "string"
+    },
+    "upgrade_url": {
+      "type": "string"
+    }
+  },
+  "required": [
+    "requested",
+    "returned",
+    "reason"
+  ],
+  "type": "object"
+}

Added value: +{
+  "additionalProperties": false,
+  "description": "Server-side invariants run on this response",
+  "properties": {
+    "notes": {
+      "items": {
+        "type": "string"
+      },
+      "type": "array"
+    },
+    "validation_failed": {
+      "items": {
+        "additionalProperties": false,
+        "properties": {
+          "detail": {
+            "type": "string"
+          },
+          "rule": {
+            "type": "string"
+          }
+        },
+        "required": [
+          "rule",
+          "detail"
+        ],
+        "type": "object"
+      },
+      "type": "array"
+    },
+    "validation_passed": {
+      "items": {
+        "type": "string"
+      },
+      "type": "array"
+    }
+  },
+  "required": [
+    "validation_passed",
+    "validation_failed",
+    "notes"
+  ],
+  "type": "object"
+}

Added value: +{
+  "additionalProperties": false,
+  "description": "Caller's remaining budget",
+  "properties": {
+    "limit": {
+      "type": "integer"
+    },
+    "remaining": {
+      "type": "integer"
+    },
+    "reset_at": {
+      "description": "ISO 8601 timestamp when the window resets",
+      "type": "string"
+    },
+    "window": {
+      "enum": [
+        "minute",
+        "hour"
+      ],
+      "type": "string"
+    }
+  },
+  "required": [
+    "limit",
+    "remaining",
+    "reset_at",
+    "window"
+  ],
+  "type": "object"
+}

Added value: +{
+  "description": "Per-request correlation id (8-char)",
+  "type": "string"
+}

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

Previous value: -[
-  "accession_id",
-  "form_type",
-  "filing_date",
-  "report_date",
-  "fiscal_year",
-  "fiscal_period",
-  "is_amendment",
-  "sec_url",
-  "viewer_url"
-]New value: +[
+  "accession_id",
+  "form_type",
+  "filing_date",
+  "report_date",
+  "accepted_at",
+  "fiscal_year",
+  "fiscal_period",
+  "is_amendment",
+  "sec_url",
+  "viewer_url"
+]