Valuein — SEC EDGAR Fundamentals & Smart-Money Data

SEC Filing Links

get_sec_filing_links

Read-onlyIdempotent

Get direct links to original SEC EDGAR filings for any US public company. Returns four per-filing deep links: sec_url (the EDGAR filing-index page listing every document), viewer_url (the cgi-bin Financial-Report viewer for the specific accession), inline_viewer_url (the SEC Inline-XBRL viewer opened on the rendered primary document — the strongest provenance link, null when the filing is not Inline-XBRL), and document_url (a direct link to the rendered primary document itself — opens the actual filing, never the index page, null only when primary_document is unknown). Prefer inline_viewer_url ?? document_url ?? viewer_url ?? sec_url. Supported form_types (enum): 10-K, 10-Q, 8-K, 20-F, 40-F, 10-K/A, 10-Q/A, 20-F/A, 40-F/A. Other forms (6-K, DEF 14A, Form 4, 13F) are NOT yet exposed by this tool — use describe_schema to confirm the parquet has them, then read raw via the SDK. 8-K item codes are filterable via event_types (e.g. ['2.02'] for earnings, ['1.01'] for material agreements, ['5.02'] for officer changes). PIT-safe — filings are filtered by accepted_at, never by report_date alone. Use this instead of verify_fact_lineage when you want a list of filings; use verify_fact_lineage when you want one specific fact-to-filing trace. Available on all plans.

Input Schema

Name	Required	Description
`limit`	No	Maximum number of filings to return (1–50). Defaults to 10.
`ticker`	Yes	Stock ticker symbol, e.g. AAPL, MSFT — or a CIK (SEC identifier), e.g. '0000320193'.
`end_date`	No	Inclusive upper bound on filing_date (YYYY-MM-DD). E.g. '2023-12-31'.
`form_types`	No	Filing form types to include. Defaults to 10-K and 10-Q.
`start_date`	No	Inclusive lower bound on filing_date (YYYY-MM-DD). E.g. '2023-01-01'.
`event_types`	No	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'.

Output Schema

Name	Required	Description
`_meta`	Yes	Provenance envelope — data lineage for every MCP response
`ticker`	Yes
`filings`	Yes
`resolved_cik`	No
`filings_returned`	Yes
`other_ciks_for_ticker`	No

Schema Changelog

Changes observed during successful MCP inspections.

Changed2 schema fields changedNov 5, 2026

addedOutput schema / properties / other_ciks_for_ticker

Added value: +{
+  "items": {
+    "additionalProperties": false,
+    "properties": {
+      "cik": {
+        "type": "string"
+      },
+      "is_active": {
+        "type": "boolean"
+      },
+      "name": {
+        "type": [
+          "string",
+          "null"
+        ]
+      },
+      "valid_from": {
+        "type": [
+          "string",
+          "null"
+        ]
+      },
+      "valid_to": {
+        "type": [
+          "string",
+          "null"
+        ]
+      }
+    },
+    "required": [
+      "cik",
+      "name",
+      "valid_from",
+      "valid_to",
+      "is_active"
+    ],
+    "type": "object"
+  },
+  "type": "array"
+}

addedOutput schema / properties / resolved_cik
```
Added value: +{
+  "type": "string"
+}
```

Changed1 schema field changedOct 29, 2026

changedOutput schema / properties / _meta / properties / cost_usd / properties / basis / description

Previous value: -"payg_charge = real charge (agent-pay or your balance). payg_rate_card = indicative price, not billed."New value: +"payg_charge = real pay-per-call charge (a card or MPP payment through agent-pay). payg_rate_card = indicative price, not billed."

Changed2 schema fields changedOct 29, 2026

changedOutput schema / properties / _meta / properties / cost_usd / properties / basis / description

Previous value: -"payg_charge = real agent-pay charge. payg_rate_card = indicative price, not billed."New value: +"payg_charge = real charge (agent-pay or your balance). payg_rate_card = indicative price, not billed."

changedOutput schema / properties / _meta / properties / cost_usd / properties / billed / description

Previous value: -"true = this amount was actually charged via PAYG for this call. false = indicative PAYG-equivalent value; your plan already covers this call for free."New value: +"true = this amount was actually charged via PAYG for this call. false = indicative PAYG-equivalent value only: no charge was made for this call (it was within your plan)."

Changed21 schema fields changedOct 16, 2026

changedInput schema / properties / end_date / description

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

changedInput schema / properties / event_types / description

Previous value: -"8-K item numbers to match; filings without a matching item are left out, e.g. [\"2.02\"]."New 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'."

changedInput schema / properties / form_types / description

Previous 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\"]."New value: +"Filing form types to include. Defaults to 10-K and 10-Q."

changedInput schema / properties / limit / description

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

changedInput schema / properties / start_date / description

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

changedInput schema / properties / ticker / description

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

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 / data_plan

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

changedOutput schema / properties / _meta / properties / fundamentals_as_of / description

Previous 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."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."

addedOutput schema / properties / _meta / properties / last_updated

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

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"
+}

addedOutput schema / properties / _meta / properties / limit_warnings

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"
+}

addedOutput schema / properties / _meta / properties / payg_override

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"
+    },
+    "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"
+}

addedOutput schema / properties / _meta / properties / rate_limit

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"
+}

addedOutput schema / properties / _meta / properties / request_id

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

addedOutput schema / properties / _meta / properties / schema_version

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

addedOutput schema / properties / _meta / properties / snapshot

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

addedOutput schema / properties / _meta / properties / truncation / properties / current_plan
```
Added value: +{
+  "type": "string"
+}
```
addedOutput schema / properties / _meta / properties / truncation / properties / upgrade_required_for
```
Added value: +{
+  "type": "string"
+}
```
addedOutput schema / properties / _meta / properties / truncation / properties / upgrade_url
```
Added value: +{
+  "type": "string"
+}
```

changedOutput schema / properties / _meta / required

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

Changed23 schema fields changedSep 29, 2026

changedInput schema / properties / end_date / description

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."

changedInput schema / properties / event_types / description

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\"]."

addedInput schema / properties / event_types / maxItems
```
Added value: +30
```

changedInput schema / properties / form_types / description

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\"]."

addedInput schema / properties / form_types / maxItems
```
Added value: +9
```

changedInput schema / properties / limit / description

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."

changedInput schema / properties / start_date / description

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."

changedInput schema / properties / ticker / description

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."

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"
+]

Changed1 schema field changedSep 18, 2026

changedOutput schema / properties / _meta / properties / fundamentals_as_of / description

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

Changed2 schema fields changedSep 11, 2026

changedInput schema / properties / ticker / description

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'."

changedInput schema / properties / ticker / pattern

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

Changed2 schema fields changedJul 25, 2026

addedOutput schema / properties / _meta / properties / fundamentals_as_of

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

addedOutput schema / properties / _meta / properties / price_as_of

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

Changed2 schema fields changedJul 7, 2026

addedOutput schema / properties / _meta / properties / cost_usd

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

addedOutput schema / properties / _meta / properties / latency_ms

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

Changed3 schema fields changedJun 23, 2026

addedOutput schema / properties / filings / items / properties / document_url
```
Added value: +{
+  "type": [
+    "string",
+    "null"
+  ]
+}
```
addedOutput schema / properties / filings / items / properties / inline_viewer_url
```
Added value: +{
+  "type": [
+    "string",
+    "null"
+  ]
+}
```

changedOutput schema / properties / filings / items / required

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"
+]

Changed1 schema field changedJun 18, 2026
- 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"
```

Changed1 schema field changedMay 12, 2026

changedInput schema / properties / form_types / items / enum

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"
+]

Changed4 schema fields changedMay 1, 2026
- changedOutput schema / properties / filings / items / properties / fiscal_period / type
```
Previous value: -"string"New value: +[
+  "string",
+  "null"
+]
```
- addedOutput schema / properties / filings / items / properties / fiscal_year / anyOf
```
Added value: +[
+  {
+    "type": "integer"
+  },
+  {
+    "type": "null"
+  }
+]
```
- removedOutput schema / properties / filings / items / properties / fiscal_year / type
```
Removed value: -"integer"
```
- changedOutput schema / properties / filings / items / properties / report_date / type
```
Previous value: -"string"New value: +[
+  "string",
+  "null"
+]
```

Changed3 schema fields changedApr 28, 2026

addedOutput schema / properties / _meta / properties / payg_override / properties / entity_scope_hash
```
Added value: +{
+  "type": "string"
+}
```
addedOutput schema / properties / _meta / properties / payg_override / properties / ticker_count
```
Added value: +{
+  "type": "number"
+}
```

changedOutput schema / properties / _meta / properties / payg_override / required

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"
+]

Changed1 schema field changedApr 28, 2026

addedOutput schema / properties / _meta / properties / payg_override

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"
+}

Changed1 schema field changedApr 27, 2026

addedOutput schema / properties / _meta / properties / limit_warnings

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"
+}

Changed1 schema field changedApr 27, 2026

addedOutput schema / properties / _meta / properties / truncation

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"
+}

Changed3 schema fields changedApr 27, 2026

addedOutput schema / properties / _meta / properties / data_quality

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"
+}

addedOutput schema / properties / _meta / properties / rate_limit

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"
+}

addedOutput schema / properties / _meta / properties / request_id

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

Changed2 schema fields changedApr 25, 2026

addedOutput schema / properties / filings / items / properties / accepted_at
```
Added value: +{
+  "type": "string"
+}
```

changedOutput schema / properties / filings / items / required

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"
+]

First observedApr 22, 2026

TDQS

A4.6/5.0

Behavior5/5

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

Annotations only declare read-only/idempotent/non-destructive; the description adds genuinely non-obvious behavior: null-return conditions for inline_viewer_url (non-Inline-XBRL filings) and document_url (unknown primary_document), a preference ordering for choosing among the four links, and the PIT guarantee that filtering is by accepted_at rather than report_date. That is exactly the context annotations cannot convey.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

It is front-loaded with the return payload before routing rules, and each sentence carries information. It is somewhat long, and re-listing the nine supported form_type values duplicates the schema enum verbatim, which is the main wasted space.

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?

With an output schema present, the description needn't document return values, yet it usefully explains the null semantics of the trickiest fields; annotations cover safety, and the description covers scope, supported/unsupported forms, PIT filtering, and sibling routing. Nothing an agent needs to call this correctly is missing.

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

Parameters3/5

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

Schema description coverage is 100%, so the schema already explains ticker (including CIK), limit bounds, date formats, and the event_types/8-K coupling. The description restates the form_types enum and adds business meaning for event codes ('2.02' earnings, '5.02' officer changes) but never mentions start_date, end_date, or limit, so it adds only marginal meaning beyond structured data.

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 — 'Get direct links to original SEC EDGAR filings for any US public company' — and immediately enumerates the four returned link fields, so the agent knows exactly what artifact it gets. It also separates itself from the similarly-named siblings (latest_filings, list_filing_forms) by describing the per-filing deep-link payload rather than a filing list or form inventory.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Explicit routing is given: 'Use this *instead of* verify_fact_lineage when you want a list of filings; use verify_fact_lineage when you want one specific fact-to-filing trace.' It also states the supported form_types, tells the agent that 6-K/DEF 14A/Form 4/13F are not exposed and prescribes the fallback path (describe_schema then SDK), and notes the tool is available on all plans.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

All Valuein — SEC EDGAR Fundamentals & Smart-Money Data tools Inspect

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