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Valuein — SEC EDGAR Fundamentals & Smart-Money Data

List Uploaded Documents

list_uploaded_documents
Read-onlyIdempotent

List the caller's currently-active uploaded documents (filename, size, char count — no full text; call get_uploaded_document for that). Uploads expire 24h after upload.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNoMax uploads to return (default 20, the same cap as MAX_ACTIVE_UPLOADS_PER_CUSTOMER).

Output Schema

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

TDQS

A4.3/5.0
Behavior4/5

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

Annotations already indicate read-only, idempotent, and non-destructive. The description adds that documents are filtered to active (not expired) and clarifies the data subset, which goes beyond annotations.

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 sentences efficiently convey purpose, fields, alternative, and expiry. Every sentence adds value without 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?

Given the tool's simplicity, the description covers all necessary context: what is listed, what is omitted, the alternative tool, and expiry. The presence of an output schema reduces the need to explain return format.

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?

The schema covers the limit parameter completely with description and constraints. The tool description adds no additional parameter semantics beyond that, so it meets the baseline for full schema coverage.

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 tool lists the caller's currently-active uploaded documents with specific fields (filename, size, char count) and excludes full text. The name and title match the purpose exactly.

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 explicitly directs agents to use get_uploaded_document for full text, providing a clear alternative. It also notes 24-hour expiry, which is important context for when results may be incomplete.

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.