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Valuein — SEC EDGAR Fundamentals & Smart-Money Data

List Public Claims by User

list_public_claims_by_user
Read-onlyIdempotent

Return the PUBLIC claims + claim-accuracy reputation for a user identified by Stripe customer_id. Used by the /[handle] profile to render an analyst's claim-level track record — a separate signal from thesis-outcome accuracy. Only visibility='public' claims surface; private state never leaks. Accuracy is confirmed/(confirmed+refuted) over resolved claims; null when n < 5. Sample tier rejected; sp500+ only.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNoMax public claims to return. Defaults to 20.
customer_idYesTarget user's Stripe customer_id (resolved by the frontend from the handle).

Output Schema

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

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed1 schema field changed
    • 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."
  2. Changed2 schema fields changed
    • 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"
      +}
  3. Changed2 schema fields changed
    • 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"
      +}
  4. Changed1 schema field changed
    • addedOutput schema / properties / claims / items / properties / outcome_components
      Added value: +{
      +  "anyOf": [
      +    {
      +      "additionalProperties": {},
      +      "type": "object"
      +    },
      +    {
      +      "type": "null"
      +    }
      +  ],
      +  "description": "Phase C resolved-metric breakdown ({evaluated, basis} from gradeClaim). Null when not yet resolved or resolved without a breakdown (manual); absent entirely on claims resolved before Phase C shipped — both mean 'no components recorded'."
      +}
  5. Changed1 schema field changed
    • addedOutput schema / properties / claims / items / properties / evidence / properties / source_links
      Added value: +{
      +  "description": "On-read enrichment of source_urls with interactive SEC viewer links.",
      +  "items": {
      +    "additionalProperties": false,
      +    "properties": {
      +      "document_url": {
      +        "description": "Direct link to the rendered primary document, or null.",
      +        "type": [
      +          "string",
      +          "null"
      +        ]
      +      },
      +      "inline_viewer_url": {
      +        "description": "SEC Inline-XBRL viewer on the rendered filing, or null when not iXBRL.",
      +        "type": [
      +          "string",
      +          "null"
      +        ]
      +      },
      +      "sec_url": {
      +        "description": "EDGAR filing-index page — always resolves.",
      +        "type": "string"
      +      },
      +      "url": {
      +        "description": "The original stored source_url (verbatim).",
      +        "type": "string"
      +      }
      +    },
      +    "required": [
      +      "url",
      +      "sec_url",
      +      "document_url",
      +      "inline_viewer_url"
      +    ],
      +    "type": "object"
      +  },
      +  "type": "array"
      +}
  6. Changed1 schema field changed
    • 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"
  7. Changed1 schema field changed
    • changedOutput schema / properties / claims / items / properties / evidence / properties / fact_ids / description
      Previous value: -"fact_ids backing the claim. Cross-checked against lineage at grade time."New value: +"fact_ids backing the claim. Verified against live SEC data at save time (rejected if unresolvable)."
  8. Added

TDQS

A4.5/5.0
Behavior5/5

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

Beyond the readOnly/idempotent annotations, the description discloses important behavior: only visibility='public' claims are returned, private state never leaks, accuracy is computed as confirmed/(confirmed+refuted) over resolved claims, becomes null when n < 5, and sample-tier users are rejected. These are substantive, non-obvious behavioral details.

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?

Every sentence in the description earns its place: purpose, use case, filtering rule, accuracy definition, edge case, and access restriction. The core action is front-loaded, and the density is appropriate for the complexity.

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, return-value documentation is already handled. The description covers the main purpose, privacy semantics, reputation formula, null condition, and authorization restriction, so nothing needed for correct invocation 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%, with both customer_id and limit already explained in the schema. The description adds context about the customer_id being a Stripe identifier and the limit's role, but does not carry significant meaning beyond what the schema already provides, so the baseline of 3 applies.

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 opens with a specific verb and resource: "Return the PUBLIC claims + claim-accuracy reputation for a user identified by Stripe customer_id." It distinguishes itself from siblings like list_claims and list_public_theses_by_user by emphasizing public status, user-level scope, and the reputation component.

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 gives clear usage context: it is used by the /[handle] profile to render an analyst's claim-level track record, explicitly separate from thesis-outcome accuracy. It does not name alternative sibling tools or state when not to use them, but the intended call-site context is specific enough to guide selection.

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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