Valuein — SEC EDGAR Fundamentals & Smart-Money Data

List Report Versions

list_report_versions

Read-onlyIdempotent

Author-only newest-first listing of a report's archived version history. Each entry summarises what changed (sections edited, etc.) so the workspace UI can render a clickable history without loading every artifact. Pair with get_report_version to fetch a specific version's content for diffing against HEAD.

Input Schema

TableJSON Schema

Name	Required	Description
`limit`	No	Maximum number of archived versions to return (1–100). Defaults to 20.
`cursor`	No	Cursor from the previous response's `next_cursor` — the smallest version number on the previous page. Omit for the first page.
`report_id`	Yes	Identifier of the report whose version history to list, as returned by create_report or list_my_reports.

Output Schema

TableJSON Schema

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

Schema Changelog

Changes observed during successful MCP inspections.

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"
```

Changed2 schema fields changedJun 3, 2026

addedInput schema / properties / limit / description

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

addedInput schema / properties / report_id / description

Added value: +"Identifier of the report whose version history to list, as returned by create_report or list_my_reports."

AddedMay 15, 2026

TDQS

A4.3/5.0

Behavior4/5

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

Annotations already declare readOnlyHint, idempotentHint, and destructiveHint. The description adds meaningful behavioral context beyond annotations: author-only access, newest-first ordering, and that entries summarize changes rather than returning full artifacts. This helps an agent understand auth scope and output shape without relying solely on schema.

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, front-loads the core purpose and key constraints, and every sentence earns its place: scope/ordering, output granularity and rationale, and a pointer to the companion tool. No filler or redundancy.

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 annotations already covering safety profile and idempotency, and a full input schema plus output schema available, the description provides the missing context: author-only access, ordering, and the appropriate companion for content retrieval. An agent has everything needed to select and invoke the tool correctly.

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%, and the schema documents report_id, limit, and cursor with clear descriptions and defaults. The tool description itself does not add parameter-specific guidance, but the schema fully carries that burden; 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 opens with a specific verb-resource pair: 'listing of a report's archived version history', qualified by 'author-only' and 'newest-first'. It clearly distinguishes this tool from get_report_version by noting it returns summaries rather than full content, and the sibling context reinforces that distinction.

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 states the intended use case ('workspace UI can render a clickable history without loading every artifact') and explicitly pairs the tool with get_report_version for fetching full content. It does not spell out exclusions or alternative conditions, but the pairing gives clear contextual 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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