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Valuein — SEC EDGAR Fundamentals & Smart-Money Data

List Scheduled Tasks

list_scheduled_tasks
Read-onlyIdempotent

Paginated newest-first listing of the caller's own scheduled (deferred) tasks — transparency into what an agent has queued for the future. Filter by status (pending/completed/cancelled/cancelled_owner_inactive/all). Tier: sp500+ (sample rejected).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNo
cursorNoPagination cursor from a previous response's next_cursor.
statusNoFilter by lifecycle state; defaults to `pending`.pending

Output Schema

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

TDQS

A4.7/5.0
Behavior5/5

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

The description adds value beyond the annotations by specifying pagination order (newest-first), scoping to the caller's own tasks, and listing the exact filter statuses. It aligns with annotations (readOnlyHint, idempotentHint, destructiveHint) and provides concrete 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?

The description is two sentences with no wasted words. The first sentence captures the core purpose and scope, the second adds filtering details—perfectly front-loaded and efficient.

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?

Given the simple nature of the tool (list with filtering and pagination), the description covers all critical aspects: purpose, scope, ordering, filtering, and tier information. Combined with the comprehensive annotations and output schema, it is fully sufficient for an agent to use correctly.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

The description explicitly lists the status enum values pending/completed/cancelled/cancelled_owner_inactive/all, which adds clarity beyond the schema description that only mentions 'lifecycle state'. For limit and cursor, the description implies pagination but does not detail cursor usage. Overall, it enriches the schema.

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

Purpose5/5

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

The description clearly states the verb ('list'), the resource ('scheduled tasks'), and adds important scope ('the caller's own') and ordering ('newest-first'). It distinguishes itself from siblings like schedule_task and cancel_scheduled_task by focusing on listing existing tasks.

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 explains the tool provides transparency into queued future tasks, implying it should be used when an agent needs to review its own pending/completed tasks. It does not explicitly state when not to use it or mention alternatives, but the purpose is clear enough for an agent to decide.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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TDQS

A4/5.0
Disambiguation5/5

Each tool has a distinct purpose with detailed descriptions that clarify differences. Overlaps like get_peer_comparables vs screen_universe are well-differentiated by scope (single company vs cross-sectional). Similarly, get_insider_sentiment vs get_smart_money_flow are clearly distinguished by data sources and methodology.

Naming Consistency5/5

All tool names follow a consistent verb_noun snake_case pattern (e.g., create_report, get_financial_ratios, delete_alert). No mixing of conventions or inconsistent verbs.

Tool Count2/5

With 69 tools, the count far exceeds the 25+ threshold for 'too many'. While the domain is broad, the sheer volume likely overwhelms agents and increases selection complexity.

Completeness4/5

The tool set covers a wide range of SEC filings, ratios, smart-money data, alerts, reports, and more. Minor gaps exist (e.g., no options or detailed debt data), but most analyst workflows are supported.