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Valuein — SEC EDGAR Fundamentals & Smart-Money Data

Link Claim to Thesis

link_claim_to_thesis
Idempotent

Attach a claim to a thesis with a role: 'supports' (the claim, if true, strengthens the thesis), 'refutes' (if true, weakens it — track disconfirming evidence first-class), or 'context' (relevant but not directional). Idempotent — re-linking updates the role. A claim can support one thesis and refute another.

This composes theses from claims; it does NOT make the thesis score a function of claim scores (they're scored independently). Tier: paid + free (sample rejected).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
roleYesRelational role of the claim toward the thesis.
claim_idYesId of the claim (from save_claim/list_claims).
thesis_idYesId of the thesis (from save_thesis/list_theses).

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
linkYes
_metaYesProvenance envelope — data lineage for every MCP response

TDQS

A4.4/5.0
Behavior4/5

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

Annotations already indicate idempotent and non-destructive. The description adds that the link does not affect scoring ('does NOT make the thesis score a function of claim scores'), which is a key behavioral trait beyond annotations. No contradictions.

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?

The description is three sentences, each serving a distinct purpose: stating the action, explaining idempotency and independence, and noting pricing tier. No redundant phrases.

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?

For a simple linking tool with 3 required params and an output schema, the description covers the main behavior, roles, idempotency, scoring independence, and tier. It lacks explicit mention of the output structure, but the output schema is present. Overall adequate.

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

Parameters4/5

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

Schema coverage is 100% and each parameter has a description. The description reinforces the role enum and explains idempotent update behavior, adding value beyond the schema. No additional param details are missing.

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 clearly states the action: 'Attach a claim to a thesis with a role'. It specifies the three roles and distinguishes the tool from siblings like `unlink_claim_from_thesis`. The purpose is precise and unambiguous.

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 description provides context on when to use: it mentions idempotency (re-linking updates the role) and clarifies that thesis score is independent of claim scores. However, it does not explicitly contrast with alternatives like `unlink_claim_from_thesis` or `score_claim`, leaving some inference needed.

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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TDQS

A4/5.0
Disambiguation5/5

Each tool has a distinct purpose with detailed descriptions that clarify differences. Overlaps like get_peer_comparables vs screen_universe are well-differentiated by scope (single company vs cross-sectional). Similarly, get_insider_sentiment vs get_smart_money_flow are clearly distinguished by data sources and methodology.

Naming Consistency5/5

All tool names follow a consistent verb_noun snake_case pattern (e.g., create_report, get_financial_ratios, delete_alert). No mixing of conventions or inconsistent verbs.

Tool Count2/5

With 69 tools, the count far exceeds the 25+ threshold for 'too many'. While the domain is broad, the sheer volume likely overwhelms agents and increases selection complexity.

Completeness4/5

The tool set covers a wide range of SEC filings, ratios, smart-money data, alerts, reports, and more. Minor gaps exist (e.g., no options or detailed debt data), but most analyst workflows are supported.