Valuein — SEC EDGAR Fundamentals & Smart-Money Data

List Citation Overrides

list_citation_overrides

Read-onlyIdempotent

Author-only newest-first listing of the caller's citation corrections. Filterable by ticker (e.g. all AAPL corrections) or by a single fact_id (returns 0 or 1 row). Pair with save_citation_override and delete_citation_override. Sample tier rejected.

Agent use: call with ticker to introspect what corrections the user has previously applied on that ticker — useful for system prompts that respect prior corrections during regeneration.

Input Schema

Name	Required	Description
`limit`	No	Maximum number of citation overrides to return (1–100). Defaults to 20.
`cursor`	No	Cursor from the previous response's `next_cursor` — the updated_at of the last row on that page. Omit for first page.
`ticker`	No	Optional ticker filter, case-insensitive. Uppercased internally.
`fact_id`	No	Optional fact_id filter — returns at most one row.

Output Schema

Name	Required	Description
`_meta`	Yes	Provenance envelope — data lineage for every MCP response
`overrides`	Yes
`next_cursor`	Yes
`total_count`	Yes

Schema Changelog

Changes observed during successful MCP inspections.

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)."

AddedOct 16, 2026
RemovedSep 29, 2026

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 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"
+}

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 changedJun 3, 2026

addedInput schema / properties / limit / description

Added value: +"Maximum number of citation overrides to return (1–100). Defaults to 20."

AddedMay 15, 2026

TDQS

A4.1/5.0

Behavior4/5

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

Annotations already cover readOnly/idempotent/non-destructive/closed-world, so the description correctly spends its budget elsewhere: author-only ownership scoping, newest-first ordering, and the fact that `fact_id` yields 0 or 1 row. "Sample tier rejected" hints at a tier-gating behavior that is genuinely non-obvious from annotations, though it is left unexplained.

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?

Front-loaded with the defining traits (author-only, newest-first, record type) before optional filters and pairing guidance. Two short blocks, no filler; the only wart is the unexplained fragment "Sample tier rejected."

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 shape need not be described, and pagination is handled by the cursor parameter doc. Ownership, ordering, filter semantics, and companion mutations are all covered; the one gap is the unexplained tier restriction, which an agent cannot act on.

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 all four parameters (including cursor pagination and limit bounds) are already fully documented; baseline is 3. The description adds only marginal semantic value beyond that — the AAPL example for `ticker` and the cardinality note for `fact_id`.

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?

States a specific verb and resource ("listing of the caller's citation corrections") plus ordering ("newest-first") and scope ("author-only"), which no sibling name conveys. The sibling set is full of generic list_* tools, and this description makes clear exactly which record type is enumerated.

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?

Explicitly pairs the tool with `save_citation_override` and `delete_citation_override` and gives a concrete call pattern ("call with `ticker` to introspect what corrections the user has previously applied... during regeneration"). It does not state when *not* to use it or what to do instead of `fact_id` vs `ticker`, so it stops short of a full 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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