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Valuein — SEC EDGAR Fundamentals & Smart-Money Data

List Pending Approvals

list_pending_approvals
Read-onlyIdempotent

List the caller's own staged actions still awaiting a human decision (status='proposed'), newest-first. Use this to check what an autonomous run has queued up before you approve or reject it with approve_staged_action / reject_staged_action. Tier: sp500+ (sample rejected).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNoPage size (max 100).
cursorNoPagination cursor from a previous page's next_cursor.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
_metaYesProvenance envelope — data lineage for every MCP response
next_cursorYes
total_countYes
staged_actionsYes

TDQS

A4.4/5.0
Behavior4/5

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

Annotations already declare readOnlyHint=true, idempotentHint=true, destructiveHint=false. Description adds that it returns the caller's own staged actions, newest-first, and mentions a tier restriction. This adds useful context beyond what annotations provide.

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?

Two sentences, front-loaded with the main purpose, and zero wasted words. Efficient and clear.

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?

Given output schema exists (not shown) and annotations cover safety, the description is fairly complete. It explains what it does, when to use it, and links to related tools. Minor gap: could mention pagination more explicitly, but overall sufficient.

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 coverage is 100%, so the description does not need to elaborate on parameters. It does not add meaning beyond the schema; baseline 3 is appropriate.

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 it lists the caller's own staged actions awaiting human decision with status 'proposed', newest-first. This is specific and distinguishes it from siblings like approve_staged_action or reject_staged_action.

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?

Explicitly instructs to use this tool to check what an autonomous run has queued before using approve_staged_action or reject_staged_action. Also notes the tier restriction (sp500+ sample rejected), providing clear usage guidance.

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.