Skip to main content
Glama

Valuein — SEC EDGAR Fundamentals & Smart-Money Data

List Saved Theses

list_theses
Read-onlyIdempotent

Return the caller's saved theses, newest-first. Filters: ticker (exact), view, status. Cursor-based pagination — pass next_cursor from the previous response to fetch the next page. Sample tier rejected (no per-user state).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
viewNoFilter to a single view.
limitNoPage size, 1–100. Defaults to 20.
cursorNoPagination cursor returned by the previous `list_theses` call's `next_cursor`.
statusNo'active' (default) hides archived theses; pass 'all' to include them.active
tickerNoFilter to theses on this ticker (case-insensitive).

Output Schema

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

TDQS

A4.3/5.0
Behavior4/5

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

Annotations already declare readOnlyHint=true, idempotentHint=true, destructiveHint=false, so the safety profile is clear. The description adds value by noting cursor-based pagination and the sample tier rejection, which are beyond what annotations provide.

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 four sentences, front-loaded with the main action, and each sentence adds unique value (filters, pagination, tier limitation). No wasted words.

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 tool has an output schema and annotations, the description adequately covers all key aspects: what it returns, ordering, filters, pagination, and a notable limitation (sample tier). Nothing essential is missing.

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?

Schema coverage is 100%, so the schema describes all parameters. The description adds context like case-insensitivity for ticker and details for status filter. It also explains cursor-based pagination, which enriches the parameter meaning.

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 it returns 'the caller's saved theses, newest-first' and lists specific filters (ticker, view, status). This distinguishes it from sibling tools like 'list_public_theses_by_user' (public vs own) and 'get_thesis' (single vs list).

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?

The description implies it should be used to list the user's own saved theses, with filtering and pagination. It mentions 'Sample tier rejected (no per-user state)', which is a constraint but does not explicitly compare to alternatives like 'list_public_theses_by_user' or when not to use it.

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

Try in Browser

Glama MCP Gateway

Add one secure layer between your agents and this server.

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.