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Valuein — SEC EDGAR Fundamentals & Smart-Money Data

List Rules

list_rules
Read-onlyIdempotent

Paginated newest-first listing of the caller's own rules. Tier: sp500+ (sample rejected).

Input Schema

NameRequiredDescriptionDefault
limitNo
cursorNoPagination cursor from a previous response's next_cursor.

Output Schema

NameRequiredDescriptionDefault
_metaYesProvenance envelope — data lineage for every MCP response
rulesYes
next_cursorYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed1 schema field changed
    • changedOutput schema / properties / rules / items / properties / action_params / anyOf
      Previous value: -[
      -  {
      -    "additionalProperties": false,
      -    "properties": {
      -      "team_id": {
      -        "description": "A standing_agent.id identifying which team to run — same identifier shape as a signal's agent_run channel target.",
      -        "maxLength": 64,
      -        "minLength": 1,
      -        "type": "string"
      -      },
      -      "type": {
      -        "const": "run_team",
      -        "type": "string"
      -      }
      -    },
      -    "required": [
      -      "type",
      -      "team_id"
      -    ],
      -    "type": "object"
      -  },
      -  {
      -    "additionalProperties": false,
      -    "properties": {
      -      "channel": {
      -        "anyOf": [
      -          {
      -            "additionalProperties": false,
      -            "properties": {
      -              "hmac_secret": {
      -                "type": "string"
      -              },
      -              "target": {
      -                "format": "email",
      -                "maxLength": 256,
      -                "type": "string"
      -              },
      -              "type": {
      -                "const": "email",
      -                "type": "string"
      -              }
      -            },
      -            "required": [
      -              "type",
      -              "target"
      -            ],
      -            "type": "object"
      -          },
      -          {
      -            "additionalProperties": false,
      -            "properties": {
      -              "hmac_secret": {
      -                "description": "HMAC secret (≥16 chars) for webhook signature verification. Recommended for production.",
      -                "maxLength": 128,
      -                "minLength": 16,
      -                "type": "string"
      -              },
      -              "target": {
      -                "format": "uri",
      -                "maxLength": 512,
      -                "type": "string"
      -              },
      -              "type": {
      -                "const": "webhook",
      -                "type": "string"
      -              }
      -            },
      -            "required": [
      -              "type",
      -              "target"
      -            ],
      -            "type": "object"
      -          },
      -          {
      -            "additionalProperties": false,
      -            "properties": {
      -              "target": {
      -                "default": "@self",
      -                "description": "Always '@self' for dashboard channels. Routes to the in-app inbox keyed by the signal's owning customer.",
      -                "maxLength": 16,
      -                "type": "string"
      -              },
      -              "type": {
      -                "const": "dashboard",
      -                "type": "string"
      -              }
      -            },
      -            "required": [
      -              "type"
      -            ],
      -            "type": "object"
      -          },
      -          {
      -            "additionalProperties": false,
      -            "properties": {
      -              "target": {
      -                "description": "Slack incoming-webhook URL — must be on host hooks.slack.com (e.g. https://hooks.slack.com/services/T0000/B0000/XXXX). The URL itself is the secret, so no HMAC is used.",
      -                "format": "uri",
      -                "maxLength": 512,
      -                "type": "string"
      -              },
      -              "type": {
      -                "const": "slack",
      -                "type": "string"
      -              }
      -            },
      -            "required": [
      -              "type",
      -              "target"
      -            ],
      -            "type": "object"
      -          },
      -          {
      -            "additionalProperties": false,
      -            "properties": {
      -              "target": {
      -                "description": "A standing_agent.id identifying which standing agent team to run when this signal fires. NOT a URL — no outbound-URL validation applies to this field.",
      -                "maxLength": 64,
      -                "minLength": 1,
      -                "type": "string"
      -              },
      -              "type": {
      -                "const": "agent_run",
      -                "type": "string"
      -              }
      -            },
      -            "required": [
      -              "type",
      -              "target"
      -            ],
      -            "type": "object"
      -          }
      -        ],
      -        "description": "Delivery channel — same discriminated union create_signal accepts (email/webhook/dashboard/slack/agent_run)."
      -      },
      -      "message": {
      -        "description": "Optional custom message; defaults to a summary of the trigger event.",
      -        "maxLength": 2000,
      -        "minLength": 1,
      -        "type": "string"
      -      },
      -      "type": {
      -        "const": "send_alert",
      -        "type": "string"
      -      }
      -    },
      -    "required": [
      -      "type",
      -      "channel"
      -    ],
      -    "type": "object"
      -  },
      -  {
      -    "additionalProperties": false,
      -    "properties": {
      -      "params": {
      -        "additionalProperties": {},
      -        "description": "reverse_dcf DCF params — see create_report's own schema.",
      -        "type": "object"
      -      },
      -      "report_type": {
      -        "enum": [
      -          "reverse_dcf",
      -          "thesis"
      -        ],
      -        "type": "string"
      -      },
      -      "thesis_id": {
      -        "description": "Required when report_type=thesis.",
      -        "maxLength": 64,
      -        "minLength": 1,
      -        "type": "string"
      -      },
      -      "ticker": {
      -        "description": "Required when report_type=reverse_dcf.",
      -        "maxLength": 10,
      -        "minLength": 1,
      -        "type": "string"
      -      },
      -      "title": {
      -        "maxLength": 200,
      -        "minLength": 1,
      -        "type": "string"
      -      },
      -      "type": {
      -        "const": "create_report",
      -        "type": "string"
      -      }
      -    },
      -    "required": [
      -      "type",
      -      "report_type"
      -    ],
      -    "type": "object"
      -  },
      -  {
      -    "additionalProperties": false,
      -    "properties": {
      -      "as_of": {
      -        "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      -        "type": "string"
      -      },
      -      "thesis_id": {
      -        "maxLength": 64,
      -        "minLength": 1,
      -        "type": "string"
      -      },
      -      "type": {
      -        "const": "score_thesis",
      -        "type": "string"
      -      }
      -    },
      -    "required": [
      -      "type",
      -      "thesis_id"
      -    ],
      -    "type": "object"
      -  },
      -  {
      -    "additionalProperties": false,
      -    "properties": {
      -      "context": {
      -        "additionalProperties": {},
      -        "type": "object"
      -      },
      -      "task": {
      -        "maxLength": 500,
      -        "minLength": 1,
      -        "type": "string"
      -      },
      -      "type": {
      -        "const": "schedule_task",
      -        "type": "string"
      -      },
      -      "wake_in_days": {
      -        "exclusiveMinimum": 0,
      -        "maximum": 90,
      -        "type": "number"
      -      }
      -    },
      -    "required": [
      -      "type",
      -      "task",
      -      "wake_in_days"
      -    ],
      -    "type": "object"
      -  },
      -  {
      -    "additionalProperties": false,
      -    "properties": {
      -      "message": {
      -        "maxLength": 2000,
      -        "minLength": 1,
      -        "type": "string"
      -      },
      -      "title": {
      -        "maxLength": 120,
      -        "minLength": 1,
      -        "type": "string"
      -      },
      -      "type": {
      -        "const": "post_inbox",
      -        "type": "string"
      -      }
      -    },
      -    "required": [
      -      "type",
      -      "title",
      -      "message"
      -    ],
      -    "type": "object"
      -  }
      -]New value: +[
      +  {
      +    "additionalProperties": false,
      +    "properties": {
      +      "team_id": {
      +        "description": "A standing_agent.id identifying which team to run — same identifier shape as a signal's agent_run channel target.",
      +        "maxLength": 64,
      +        "minLength": 1,
      +        "type": "string"
      +      },
      +      "type": {
      +        "const": "run_team",
      +        "type": "string"
      +      }
      +    },
      +    "required": [
      +      "type",
      +      "team_id"
      +    ],
      +    "type": "object"
      +  },
      +  {
      +    "additionalProperties": false,
      +    "properties": {
      +      "channel": {
      +        "anyOf": [
      +          {
      +            "additionalProperties": false,
      +            "properties": {
      +              "hmac_secret": {
      +                "type": "string"
      +              },
      +              "target": {
      +                "format": "email",
      +                "maxLength": 256,
      +                "type": "string"
      +              },
      +              "type": {
      +                "const": "email",
      +                "type": "string"
      +              }
      +            },
      +            "required": [
      +              "type",
      +              "target"
      +            ],
      +            "type": "object"
      +          },
      +          {
      +            "additionalProperties": false,
      +            "properties": {
      +              "hmac_secret": {
      +                "description": "HMAC secret (≥16 chars) for webhook signature verification. Recommended for production.",
      +                "maxLength": 128,
      +                "minLength": 16,
      +                "type": "string"
      +              },
      +              "target": {
      +                "format": "uri",
      +                "maxLength": 512,
      +                "type": "string"
      +              },
      +              "type": {
      +                "const": "webhook",
      +                "type": "string"
      +              }
      +            },
      +            "required": [
      +              "type",
      +              "target"
      +            ],
      +            "type": "object"
      +          },
      +          {
      +            "additionalProperties": false,
      +            "properties": {
      +              "target": {
      +                "default": "@self",
      +                "description": "Always '@self' for dashboard channels. Routes to the in-app inbox keyed by the signal's owning customer.",
      +                "maxLength": 16,
      +                "type": "string"
      +              },
      +              "type": {
      +                "const": "dashboard",
      +                "type": "string"
      +              }
      +            },
      +            "required": [
      +              "type"
      +            ],
      +            "type": "object"
      +          },
      +          {
      +            "additionalProperties": false,
      +            "properties": {
      +              "target": {
      +                "description": "Slack incoming-webhook URL — must be on host hooks.slack.com (e.g. https://hooks.slack.com/services/T0000/B0000/XXXX). The URL itself is the secret, so no HMAC is used.",
      +                "format": "uri",
      +                "maxLength": 512,
      +                "type": "string"
      +              },
      +              "type": {
      +                "const": "slack",
      +                "type": "string"
      +              }
      +            },
      +            "required": [
      +              "type",
      +              "target"
      +            ],
      +            "type": "object"
      +          },
      +          {
      +            "additionalProperties": false,
      +            "properties": {
      +              "target": {
      +                "description": "A standing_agent.id identifying which standing agent team to run when this signal fires. NOT a URL — no outbound-URL validation applies to this field.",
      +                "maxLength": 64,
      +                "minLength": 1,
      +                "type": "string"
      +              },
      +              "type": {
      +                "const": "agent_run",
      +                "type": "string"
      +              }
      +            },
      +            "required": [
      +              "type",
      +              "target"
      +            ],
      +            "type": "object"
      +          }
      +        ],
      +        "description": "Delivery channel — same discriminated union create_signal accepts (email/webhook/dashboard/slack/agent_run)."
      +      },
      +      "message": {
      +        "description": "Optional custom message; defaults to a summary of the trigger event.",
      +        "maxLength": 2000,
      +        "minLength": 1,
      +        "type": "string"
      +      },
      +      "type": {
      +        "const": "send_alert",
      +        "type": "string"
      +      }
      +    },
      +    "required": [
      +      "type",
      +      "channel"
      +    ],
      +    "type": "object"
      +  },
      +  {
      +    "additionalProperties": false,
      +    "properties": {
      +      "params": {
      +        "additionalProperties": {},
      +        "description": "reverse_dcf DCF params — see create_report's own schema.",
      +        "type": "object"
      +      },
      +      "report_type": {
      +        "description": "Only reverse_dcf; `thesis` reports were retired in 3.14.0 (a stored rule with it is skipped).",
      +        "enum": [
      +          "reverse_dcf"
      +        ],
      +        "type": "string"
      +      },
      +      "ticker": {
      +        "description": "Required for report_type=reverse_dcf.",
      +        "maxLength": 10,
      +        "minLength": 1,
      +        "type": "string"
      +      },
      +      "title": {
      +        "maxLength": 200,
      +        "minLength": 1,
      +        "type": "string"
      +      },
      +      "type": {
      +        "const": "create_report",
      +        "type": "string"
      +      }
      +    },
      +    "required": [
      +      "type",
      +      "report_type"
      +    ],
      +    "type": "object"
      +  },
      +  {
      +    "additionalProperties": false,
      +    "properties": {
      +      "as_of": {
      +        "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      +        "type": "string"
      +      },
      +      "thesis_id": {
      +        "maxLength": 64,
      +        "minLength": 1,
      +        "type": "string"
      +      },
      +      "type": {
      +        "const": "score_thesis",
      +        "type": "string"
      +      }
      +    },
      +    "required": [
      +      "type",
      +      "thesis_id"
      +    ],
      +    "type": "object"
      +  },
      +  {
      +    "additionalProperties": false,
      +    "properties": {
      +      "context": {
      +        "additionalProperties": {},
      +        "type": "object"
      +      },
      +      "task": {
      +        "maxLength": 500,
      +        "minLength": 1,
      +        "type": "string"
      +      },
      +      "type": {
      +        "const": "schedule_task",
      +        "type": "string"
      +      },
      +      "wake_in_days": {
      +        "exclusiveMinimum": 0,
      +        "maximum": 90,
      +        "type": "number"
      +      }
      +    },
      +    "required": [
      +      "type",
      +      "task",
      +      "wake_in_days"
      +    ],
      +    "type": "object"
      +  },
      +  {
      +    "additionalProperties": false,
      +    "properties": {
      +      "message": {
      +        "maxLength": 2000,
      +        "minLength": 1,
      +        "type": "string"
      +      },
      +      "title": {
      +        "maxLength": 120,
      +        "minLength": 1,
      +        "type": "string"
      +      },
      +      "type": {
      +        "const": "post_inbox",
      +        "type": "string"
      +      }
      +    },
      +    "required": [
      +      "type",
      +      "title",
      +      "message"
      +    ],
      +    "type": "object"
      +  }
      +]
  2. Changed1 schema field changed
    • 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."
  3. Changed2 schema fields changed
    • 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)."
  4. Added
  5. Removed
  6. 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."
  7. Changed1 schema field changed
    • changedOutput schema / properties / rules / items / properties / trigger_params / anyOf
      Previous value: -[
      -  {
      -    "additionalProperties": false,
      -    "properties": {
      -      "alert_id": {
      -        "description": "Scope to one specific alert id. Omit to react to ANY of the rule owner's alerts firing.",
      -        "maxLength": 64,
      -        "minLength": 1,
      -        "type": "string"
      -      },
      -      "type": {
      -        "const": "alert_fired",
      -        "type": "string"
      -      }
      -    },
      -    "required": [
      -      "type"
      -    ],
      -    "type": "object"
      -  },
      -  {
      -    "additionalProperties": false,
      -    "properties": {
      -      "interval_minutes": {
      -        "description": "Minimum minutes between fires (5 min – 7 days). Rounded up to the nearest 5-minute cron tick.",
      -        "maximum": 10080,
      -        "minimum": 5,
      -        "type": "integer"
      -      },
      -      "type": {
      -        "const": "schedule_tick",
      -        "type": "string"
      -      }
      -    },
      -    "required": [
      -      "type",
      -      "interval_minutes"
      -    ],
      -    "type": "object"
      -  },
      -  {
      -    "additionalProperties": false,
      -    "properties": {
      -      "condition_type_filter": {
      -        "description": "Only consider inbox items whose condition_type equals this value. Omit to react to any inbox item.",
      -        "maxLength": 60,
      -        "minLength": 1,
      -        "type": "string"
      -      },
      -      "type": {
      -        "const": "inbox_item",
      -        "type": "string"
      -      }
      -    },
      -    "required": [
      -      "type"
      -    ],
      -    "type": "object"
      -  },
      -  {
      -    "additionalProperties": false,
      -    "properties": {
      -      "ticker": {
      -        "maxLength": 10,
      -        "minLength": 1,
      -        "pattern": "^[A-Za-z][A-Za-z0-9.\\-]{0,9}$",
      -        "type": "string"
      -      },
      -      "type": {
      -        "const": "price_threshold",
      -        "type": "string"
      -      }
      -    },
      -    "required": [
      -      "type",
      -      "ticker"
      -    ],
      -    "type": "object"
      -  },
      -  {
      -    "additionalProperties": false,
      -    "properties": {
      -      "forms": {
      -        "items": {
      -          "maxLength": 10,
      -          "minLength": 1,
      -          "type": "string"
      -        },
      -        "maxItems": 10,
      -        "type": "array"
      -      },
      -      "ticker": {
      -        "$ref": "#/properties/rules/items/properties/trigger_params/anyOf/3/properties/ticker"
      -      },
      -      "type": {
      -        "const": "filing_event",
      -        "type": "string"
      -      }
      -    },
      -    "required": [
      -      "type"
      -    ],
      -    "type": "object"
      -  },
      -  {
      -    "additionalProperties": false,
      -    "properties": {
      -      "type": {
      -        "const": "manual",
      -        "type": "string"
      -      }
      -    },
      -    "required": [
      -      "type"
      -    ],
      -    "type": "object"
      -  },
      -  {
      -    "additionalProperties": false,
      -    "properties": {
      -      "task_id": {
      -        "description": "Scope to one specific scheduled_task id. Omit to react to ANY of the owner's tasks waking.",
      -        "maxLength": 64,
      -        "minLength": 1,
      -        "type": "string"
      -      },
      -      "type": {
      -        "const": "scheduled_task_wake",
      -        "type": "string"
      -      }
      -    },
      -    "required": [
      -      "type"
      -    ],
      -    "type": "object"
      -  }
      -]New value: +[
      +  {
      +    "additionalProperties": false,
      +    "properties": {
      +      "alert_id": {
      +        "description": "Scope to one specific alert id. Omit to react to ANY of the rule owner's alerts firing.",
      +        "maxLength": 64,
      +        "minLength": 1,
      +        "type": "string"
      +      },
      +      "type": {
      +        "const": "alert_fired",
      +        "type": "string"
      +      }
      +    },
      +    "required": [
      +      "type"
      +    ],
      +    "type": "object"
      +  },
      +  {
      +    "additionalProperties": false,
      +    "properties": {
      +      "interval_minutes": {
      +        "description": "Minimum minutes between fires (5 min – 7 days). Rounded up to the nearest 5-minute cron tick.",
      +        "maximum": 10080,
      +        "minimum": 5,
      +        "type": "integer"
      +      },
      +      "type": {
      +        "const": "schedule_tick",
      +        "type": "string"
      +      }
      +    },
      +    "required": [
      +      "type",
      +      "interval_minutes"
      +    ],
      +    "type": "object"
      +  },
      +  {
      +    "additionalProperties": false,
      +    "properties": {
      +      "condition_type_filter": {
      +        "description": "Only consider inbox items whose condition_type equals this value. Omit to react to any inbox item.",
      +        "maxLength": 60,
      +        "minLength": 1,
      +        "type": "string"
      +      },
      +      "type": {
      +        "const": "inbox_item",
      +        "type": "string"
      +      }
      +    },
      +    "required": [
      +      "type"
      +    ],
      +    "type": "object"
      +  },
      +  {
      +    "additionalProperties": false,
      +    "properties": {
      +      "ticker": {
      +        "maxLength": 10,
      +        "minLength": 1,
      +        "pattern": "^[A-Za-z][A-Za-z0-9.\\-]{0,9}$",
      +        "type": "string"
      +      },
      +      "type": {
      +        "const": "price_threshold",
      +        "type": "string"
      +      }
      +    },
      +    "required": [
      +      "type",
      +      "ticker"
      +    ],
      +    "type": "object"
      +  },
      +  {
      +    "additionalProperties": false,
      +    "properties": {
      +      "forms": {
      +        "items": {
      +          "maxLength": 20,
      +          "minLength": 1,
      +          "type": "string"
      +        },
      +        "maxItems": 25,
      +        "type": "array"
      +      },
      +      "ticker": {
      +        "$ref": "#/properties/rules/items/properties/trigger_params/anyOf/3/properties/ticker"
      +      },
      +      "type": {
      +        "const": "filing_event",
      +        "type": "string"
      +      }
      +    },
      +    "required": [
      +      "type"
      +    ],
      +    "type": "object"
      +  },
      +  {
      +    "additionalProperties": false,
      +    "properties": {
      +      "type": {
      +        "const": "manual",
      +        "type": "string"
      +      }
      +    },
      +    "required": [
      +      "type"
      +    ],
      +    "type": "object"
      +  },
      +  {
      +    "additionalProperties": false,
      +    "properties": {
      +      "task_id": {
      +        "description": "Scope to one specific scheduled_task id. Omit to react to ANY of the owner's tasks waking.",
      +        "maxLength": 64,
      +        "minLength": 1,
      +        "type": "string"
      +      },
      +      "type": {
      +        "const": "scheduled_task_wake",
      +        "type": "string"
      +      }
      +    },
      +    "required": [
      +      "type"
      +    ],
      +    "type": "object"
      +  }
      +]
  8. Changed1 schema field changed
    • changedOutput schema / properties / rules / items / properties / action_params / anyOf
      Previous value: -[
      -  {
      -    "additionalProperties": false,
      -    "properties": {
      -      "team_id": {
      -        "description": "A standing_agent.id identifying which team to run — same identifier shape as an alert's agent_run channel target.",
      -        "maxLength": 64,
      -        "minLength": 1,
      -        "type": "string"
      -      },
      -      "type": {
      -        "const": "run_team",
      -        "type": "string"
      -      }
      -    },
      -    "required": [
      -      "type",
      -      "team_id"
      -    ],
      -    "type": "object"
      -  },
      -  {
      -    "additionalProperties": false,
      -    "properties": {
      -      "channel": {
      -        "anyOf": [
      -          {
      -            "additionalProperties": false,
      -            "properties": {
      -              "hmac_secret": {
      -                "type": "string"
      -              },
      -              "target": {
      -                "format": "email",
      -                "maxLength": 256,
      -                "type": "string"
      -              },
      -              "type": {
      -                "const": "email",
      -                "type": "string"
      -              }
      -            },
      -            "required": [
      -              "type",
      -              "target"
      -            ],
      -            "type": "object"
      -          },
      -          {
      -            "additionalProperties": false,
      -            "properties": {
      -              "hmac_secret": {
      -                "description": "HMAC secret (≥16 chars) for webhook signature verification. Recommended for production.",
      -                "maxLength": 128,
      -                "minLength": 16,
      -                "type": "string"
      -              },
      -              "target": {
      -                "format": "uri",
      -                "maxLength": 512,
      -                "type": "string"
      -              },
      -              "type": {
      -                "const": "webhook",
      -                "type": "string"
      -              }
      -            },
      -            "required": [
      -              "type",
      -              "target"
      -            ],
      -            "type": "object"
      -          },
      -          {
      -            "additionalProperties": false,
      -            "properties": {
      -              "target": {
      -                "default": "@self",
      -                "description": "Always '@self' for dashboard channels. Routes to the in-app inbox keyed by the alert's owning customer.",
      -                "maxLength": 16,
      -                "type": "string"
      -              },
      -              "type": {
      -                "const": "dashboard",
      -                "type": "string"
      -              }
      -            },
      -            "required": [
      -              "type"
      -            ],
      -            "type": "object"
      -          },
      -          {
      -            "additionalProperties": false,
      -            "properties": {
      -              "target": {
      -                "description": "Slack incoming-webhook URL — must be on host hooks.slack.com (e.g. https://hooks.slack.com/services/T0000/B0000/XXXX). The URL itself is the secret, so no HMAC is used.",
      -                "format": "uri",
      -                "maxLength": 512,
      -                "type": "string"
      -              },
      -              "type": {
      -                "const": "slack",
      -                "type": "string"
      -              }
      -            },
      -            "required": [
      -              "type",
      -              "target"
      -            ],
      -            "type": "object"
      -          },
      -          {
      -            "additionalProperties": false,
      -            "properties": {
      -              "target": {
      -                "description": "A standing_agent.id identifying which standing agent team to run when this alert fires. NOT a URL — no outbound-URL validation applies to this field.",
      -                "maxLength": 64,
      -                "minLength": 1,
      -                "type": "string"
      -              },
      -              "type": {
      -                "const": "agent_run",
      -                "type": "string"
      -              }
      -            },
      -            "required": [
      -              "type",
      -              "target"
      -            ],
      -            "type": "object"
      -          }
      -        ],
      -        "description": "Delivery channel — same discriminated union create_alert accepts (email/webhook/dashboard/slack/agent_run)."
      -      },
      -      "message": {
      -        "description": "Optional custom message; defaults to a summary of the trigger event.",
      -        "maxLength": 2000,
      -        "minLength": 1,
      -        "type": "string"
      -      },
      -      "type": {
      -        "const": "send_alert",
      -        "type": "string"
      -      }
      -    },
      -    "required": [
      -      "type",
      -      "channel"
      -    ],
      -    "type": "object"
      -  },
      -  {
      -    "additionalProperties": false,
      -    "properties": {
      -      "params": {
      -        "additionalProperties": {},
      -        "description": "reverse_dcf DCF params — see create_report's own schema.",
      -        "type": "object"
      -      },
      -      "report_type": {
      -        "enum": [
      -          "reverse_dcf",
      -          "thesis"
      -        ],
      -        "type": "string"
      -      },
      -      "thesis_id": {
      -        "description": "Required when report_type=thesis.",
      -        "maxLength": 64,
      -        "minLength": 1,
      -        "type": "string"
      -      },
      -      "ticker": {
      -        "description": "Required when report_type=reverse_dcf.",
      -        "maxLength": 10,
      -        "minLength": 1,
      -        "type": "string"
      -      },
      -      "title": {
      -        "maxLength": 200,
      -        "minLength": 1,
      -        "type": "string"
      -      },
      -      "type": {
      -        "const": "create_report",
      -        "type": "string"
      -      }
      -    },
      -    "required": [
      -      "type",
      -      "report_type"
      -    ],
      -    "type": "object"
      -  },
      -  {
      -    "additionalProperties": false,
      -    "properties": {
      -      "as_of": {
      -        "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      -        "type": "string"
      -      },
      -      "thesis_id": {
      -        "maxLength": 64,
      -        "minLength": 1,
      -        "type": "string"
      -      },
      -      "type": {
      -        "const": "score_thesis",
      -        "type": "string"
      -      }
      -    },
      -    "required": [
      -      "type",
      -      "thesis_id"
      -    ],
      -    "type": "object"
      -  },
      -  {
      -    "additionalProperties": false,
      -    "properties": {
      -      "context": {
      -        "additionalProperties": {},
      -        "type": "object"
      -      },
      -      "task": {
      -        "maxLength": 500,
      -        "minLength": 1,
      -        "type": "string"
      -      },
      -      "type": {
      -        "const": "schedule_task",
      -        "type": "string"
      -      },
      -      "wake_in_days": {
      -        "exclusiveMinimum": 0,
      -        "maximum": 90,
      -        "type": "number"
      -      }
      -    },
      -    "required": [
      -      "type",
      -      "task",
      -      "wake_in_days"
      -    ],
      -    "type": "object"
      -  },
      -  {
      -    "additionalProperties": false,
      -    "properties": {
      -      "message": {
      -        "maxLength": 2000,
      -        "minLength": 1,
      -        "type": "string"
      -      },
      -      "title": {
      -        "maxLength": 120,
      -        "minLength": 1,
      -        "type": "string"
      -      },
      -      "type": {
      -        "const": "post_inbox",
      -        "type": "string"
      -      }
      -    },
      -    "required": [
      -      "type",
      -      "title",
      -      "message"
      -    ],
      -    "type": "object"
      -  }
      -]New value: +[
      +  {
      +    "additionalProperties": false,
      +    "properties": {
      +      "team_id": {
      +        "description": "A standing_agent.id identifying which team to run — same identifier shape as a signal's agent_run channel target.",
      +        "maxLength": 64,
      +        "minLength": 1,
      +        "type": "string"
      +      },
      +      "type": {
      +        "const": "run_team",
      +        "type": "string"
      +      }
      +    },
      +    "required": [
      +      "type",
      +      "team_id"
      +    ],
      +    "type": "object"
      +  },
      +  {
      +    "additionalProperties": false,
      +    "properties": {
      +      "channel": {
      +        "anyOf": [
      +          {
      +            "additionalProperties": false,
      +            "properties": {
      +              "hmac_secret": {
      +                "type": "string"
      +              },
      +              "target": {
      +                "format": "email",
      +                "maxLength": 256,
      +                "type": "string"
      +              },
      +              "type": {
      +                "const": "email",
      +                "type": "string"
      +              }
      +            },
      +            "required": [
      +              "type",
      +              "target"
      +            ],
      +            "type": "object"
      +          },
      +          {
      +            "additionalProperties": false,
      +            "properties": {
      +              "hmac_secret": {
      +                "description": "HMAC secret (≥16 chars) for webhook signature verification. Recommended for production.",
      +                "maxLength": 128,
      +                "minLength": 16,
      +                "type": "string"
      +              },
      +              "target": {
      +                "format": "uri",
      +                "maxLength": 512,
      +                "type": "string"
      +              },
      +              "type": {
      +                "const": "webhook",
      +                "type": "string"
      +              }
      +            },
      +            "required": [
      +              "type",
      +              "target"
      +            ],
      +            "type": "object"
      +          },
      +          {
      +            "additionalProperties": false,
      +            "properties": {
      +              "target": {
      +                "default": "@self",
      +                "description": "Always '@self' for dashboard channels. Routes to the in-app inbox keyed by the signal's owning customer.",
      +                "maxLength": 16,
      +                "type": "string"
      +              },
      +              "type": {
      +                "const": "dashboard",
      +                "type": "string"
      +              }
      +            },
      +            "required": [
      +              "type"
      +            ],
      +            "type": "object"
      +          },
      +          {
      +            "additionalProperties": false,
      +            "properties": {
      +              "target": {
      +                "description": "Slack incoming-webhook URL — must be on host hooks.slack.com (e.g. https://hooks.slack.com/services/T0000/B0000/XXXX). The URL itself is the secret, so no HMAC is used.",
      +                "format": "uri",
      +                "maxLength": 512,
      +                "type": "string"
      +              },
      +              "type": {
      +                "const": "slack",
      +                "type": "string"
      +              }
      +            },
      +            "required": [
      +              "type",
      +              "target"
      +            ],
      +            "type": "object"
      +          },
      +          {
      +            "additionalProperties": false,
      +            "properties": {
      +              "target": {
      +                "description": "A standing_agent.id identifying which standing agent team to run when this signal fires. NOT a URL — no outbound-URL validation applies to this field.",
      +                "maxLength": 64,
      +                "minLength": 1,
      +                "type": "string"
      +              },
      +              "type": {
      +                "const": "agent_run",
      +                "type": "string"
      +              }
      +            },
      +            "required": [
      +              "type",
      +              "target"
      +            ],
      +            "type": "object"
      +          }
      +        ],
      +        "description": "Delivery channel — same discriminated union create_signal accepts (email/webhook/dashboard/slack/agent_run)."
      +      },
      +      "message": {
      +        "description": "Optional custom message; defaults to a summary of the trigger event.",
      +        "maxLength": 2000,
      +        "minLength": 1,
      +        "type": "string"
      +      },
      +      "type": {
      +        "const": "send_alert",
      +        "type": "string"
      +      }
      +    },
      +    "required": [
      +      "type",
      +      "channel"
      +    ],
      +    "type": "object"
      +  },
      +  {
      +    "additionalProperties": false,
      +    "properties": {
      +      "params": {
      +        "additionalProperties": {},
      +        "description": "reverse_dcf DCF params — see create_report's own schema.",
      +        "type": "object"
      +      },
      +      "report_type": {
      +        "enum": [
      +          "reverse_dcf",
      +          "thesis"
      +        ],
      +        "type": "string"
      +      },
      +      "thesis_id": {
      +        "description": "Required when report_type=thesis.",
      +        "maxLength": 64,
      +        "minLength": 1,
      +        "type": "string"
      +      },
      +      "ticker": {
      +        "description": "Required when report_type=reverse_dcf.",
      +        "maxLength": 10,
      +        "minLength": 1,
      +        "type": "string"
      +      },
      +      "title": {
      +        "maxLength": 200,
      +        "minLength": 1,
      +        "type": "string"
      +      },
      +      "type": {
      +        "const": "create_report",
      +        "type": "string"
      +      }
      +    },
      +    "required": [
      +      "type",
      +      "report_type"
      +    ],
      +    "type": "object"
      +  },
      +  {
      +    "additionalProperties": false,
      +    "properties": {
      +      "as_of": {
      +        "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      +        "type": "string"
      +      },
      +      "thesis_id": {
      +        "maxLength": 64,
      +        "minLength": 1,
      +        "type": "string"
      +      },
      +      "type": {
      +        "const": "score_thesis",
      +        "type": "string"
      +      }
      +    },
      +    "required": [
      +      "type",
      +      "thesis_id"
      +    ],
      +    "type": "object"
      +  },
      +  {
      +    "additionalProperties": false,
      +    "properties": {
      +      "context": {
      +        "additionalProperties": {},
      +        "type": "object"
      +      },
      +      "task": {
      +        "maxLength": 500,
      +        "minLength": 1,
      +        "type": "string"
      +      },
      +      "type": {
      +        "const": "schedule_task",
      +        "type": "string"
      +      },
      +      "wake_in_days": {
      +        "exclusiveMinimum": 0,
      +        "maximum": 90,
      +        "type": "number"
      +      }
      +    },
      +    "required": [
      +      "type",
      +      "task",
      +      "wake_in_days"
      +    ],
      +    "type": "object"
      +  },
      +  {
      +    "additionalProperties": false,
      +    "properties": {
      +      "message": {
      +        "maxLength": 2000,
      +        "minLength": 1,
      +        "type": "string"
      +      },
      +      "title": {
      +        "maxLength": 120,
      +        "minLength": 1,
      +        "type": "string"
      +      },
      +      "type": {
      +        "const": "post_inbox",
      +        "type": "string"
      +      }
      +    },
      +    "required": [
      +      "type",
      +      "title",
      +      "message"
      +    ],
      +    "type": "object"
      +  }
      +]
  9. 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"
      +}
  10. 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"
      +}
  11. Changed2 schema fields changed
    • addedOutput schema / properties / rules / items / properties / trigger_wiring_status
      Added value: +{
      +  "description": "'live' means a real event source calls evaluateRulesForEvent() for this trigger_type today — this rule CAN fire. 'not_yet_wired' means the trigger_type is accepted and persisted for forward-compatibility but no code path dispatches it yet — this rule will never fire until Valuein wires that trigger source. Check this before relying on a rule; use alert_fired/inbox_item/scheduled_task_wake/schedule_tick for a rule that fires today.",
      +  "enum": [
      +    "live",
      +    "not_yet_wired"
      +  ],
      +  "type": "string"
      +}
    • changedOutput schema / properties / rules / items / required
      Previous value: -[
      -  "id",
      -  "name",
      -  "trigger_type",
      -  "trigger_params",
      -  "condition_expr",
      -  "action_type",
      -  "action_params",
      -  "enabled",
      -  "last_fired_at",
      -  "fire_count",
      -  "created_at"
      -]New value: +[
      +  "id",
      +  "name",
      +  "trigger_type",
      +  "trigger_params",
      +  "condition_expr",
      +  "action_type",
      +  "action_params",
      +  "enabled",
      +  "last_fired_at",
      +  "fire_count",
      +  "created_at",
      +  "trigger_wiring_status"
      +]
  12. Added

TDQS

A3.8/5.0
Behavior4/5

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

Annotations already declare readOnlyHint, idempotentHint, destructiveHint=false and closed-world, so the safety profile is covered. The description adds genuinely new behavioral facts beyond that: results are paginated and returned newest-first, are scoped to the caller, and are gated by plan tier with sample-tier callers rejected.

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 short sentences, front-loaded with the resource and ordering, then the access gate. Nothing is padded and the tier constraint is stated in parentheses without burying it.

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 needn't be described, and the tier gating is disclosed. What remains unstated is edge-case behavior on the tier failure (error vs empty list) and whether other users' shared rules are visible, which is a minor gap for a two-parameter read tool.

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 50%: only 'cursor' is documented (as a next_cursor token), while 'limit' has constraints but no prose. The description's mention of 'paginated' and 'newest-first' hints at the cursor/ordering semantics but never explains limit's default, cap, or its effect on page size, so the coverage gap is not compensated.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

States a specific verb and resource (list rules) plus two distinguishing scopes: caller-owned only and newest-first ordering. It does not explicitly name a sibling to contrast with, but the phrase 'the caller's own rules' implicitly separates it from organization-wide or deleted-rule views.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Gives a hard access prerequisite ('Tier: sp500+ (sample rejected)') which tells the agent when the call will fail, but never mentions create_rule, delete_rule, test_rule or any other rule-related sibling, nor when to prefer one over the other. Usage is implied rather than guided.

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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