list_rulesPaginated newest-first listing of the caller's own rules. Tier: sp500+ (sample rejected).
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | ||
| cursor | No | Pagination cursor from a previous response's next_cursor. |
| Name | Required | Description | Default |
|---|---|---|---|
| _meta | Yes | Provenance envelope — data lineage for every MCP response | |
| rules | Yes | ||
| next_cursor | Yes |
Changes observed during successful MCP inspections.
Output schema / properties / _meta / properties / fundamentals_as_of / descriptionPrevious 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."Output schema / properties / rules / items / properties / trigger_params / anyOfPrevious 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"
+ }
+]Output schema / properties / rules / items / properties / action_params / anyOfPrevious 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"
+ }
+]Output schema / properties / _meta / properties / fundamentals_as_ofAdded 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"
+}Output schema / properties / _meta / properties / price_as_ofAdded value: +{
+ "description": "ISO timestamp when the price surfaces were last refreshed.",
+ "type": "string"
+}Output schema / properties / _meta / properties / cost_usdAdded 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"
+}Output schema / properties / _meta / properties / latency_msAdded value: +{
+ "description": "Wall-clock milliseconds this tool call took, measured server-side around the handler.",
+ "minimum": 0,
+ "type": "integer"
+}Output schema / properties / rules / items / properties / trigger_wiring_statusAdded 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"
+}Output schema / properties / rules / items / requiredPrevious 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"
+]Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already declare readOnlyHint=true and idempotentHint=true, so safety is covered. Description adds pagination and newest-first ordering, which are behavioral traits not in annotations. No contradiction.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
One sentence with essential info, front-loaded, plus a brief access note. No waste.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a simple paginated list with output schema, the description covers scope, ordering, and access tier. Could mention empty results, but not critical.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 50% with cursor described but limit not. Description doesn't mention parameters or compensate for the missing limit description. It adds no meaning beyond the schema.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
States a specific verb (listing), resource (rules), and scope (caller's own), plus ordering and pagination. Differentiates from sibling tools like list_signals and create_rule.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Clear context: lists the caller's own rules, so an agent knows when to use it. Doesn't explicitly name alternatives or exclusions, but the scope is self-evident.
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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