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Valuein — SEC EDGAR Fundamentals & Smart-Money Data

List Watchlists

list_watchlists
Read-onlyIdempotent

Paginated newest-first listing of the caller's watchlists (id, name, tickers, status, counts). Filter by status (active/archived/all). Returns metadata only — use get_watchlist for one list's full ticker set, or watchlist_diff for new filings across a list. Tier: sp500+ (sample rejected).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNoMaximum number of watchlists to return (1–100). Defaults to 20.
cursorNoOpaque pagination cursor from a previous response; omit for the first page.
statusNoFilter by state; defaults to `active`. Use `all` to include archived watchlists.active

Output Schema

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

Schema Changelog

Changes observed during successful MCP inspections.

  1. 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."
  2. Changed1 schema field changed
    • addedOutput schema / properties / watchlists / items / properties / weights
      Added value: +{
      +  "anyOf": [
      +    {
      +      "additionalProperties": {
      +        "type": "number"
      +      },
      +      "type": "object"
      +    },
      +    {
      +      "type": "null"
      +    }
      +  ]
      +}
  3. 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"
      +}
  4. 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"
      +}
  5. Changed1 schema field changed
    • addedOutput schema / properties / _meta / properties / pit_safe / description
      Added value: +"true iff a zero-look-ahead point-in-time cut was applied to every returned figure"
  6. Changed3 schema fields changed
    • addedInput schema / properties / cursor / description
      Added value: +"Opaque pagination cursor from a previous response; omit for the first page."
    • addedInput schema / properties / limit / description
      Added value: +"Maximum number of watchlists to return (1–100). Defaults to 20."
    • addedInput schema / properties / status / description
      Added value: +"Filter by state; defaults to `active`. Use `all` to include archived watchlists."
  7. Added

TDQS

A4.7/5.0
Behavior5/5

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

Annotations already declare readOnlyHint, idempotentHint, and destructiveHint, and the description adds valuable behavioral context beyond those: newest-first ordering, pagination, scoping to the caller's watchlists, metadata-only return, and the access-tier restriction. This gives the agent a clear idea of what the tool does and what it deliberately does not do.

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 compact and front-loaded with the purpose, followed by useful alternatives and an access note. Every sentence earns its place, and there is no redundant information or filler.

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?

For a listing tool with rich annotations, full schema coverage, and an output schema, the description covers purpose, ordering, filtering, scope, exclusions, alternatives, and access limits. Nothing important is missing, and the output schema handles return-value details.

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 description coverage is 100%, so the schema already fully documents limit, cursor, and status. The description does not add much parameter-level meaning beyond restating the status filter options, which are already in the enum and schema descriptions.

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 names a specific verb and resource: a paginated, newest-first listing of the caller's watchlists with specific fields. It also explicitly distinguishes itself from get_watchlist and watchlist_diff, so an agent can select it without opening the schema.

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

Usage Guidelines5/5

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

The description gives clear when-to-use context and names the two relevant alternatives: use get_watchlist for a full ticker set and watchlist_diff for new filings. It also states an access restriction ('Tier: sp500+ (sample rejected)'), which helps the agent avoid invalid calls.

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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