Valuein — SEC EDGAR Fundamentals & Smart-Money Data

Publish Claim

publish_claim

Idempotent

Make a saved claim discoverable by flipping its visibility: public (default) surfaces it on the author's /[handle] profile and counts toward their claim-accuracy reputation; unlisted makes it reachable at a known direct link but keeps it off the profile. Use AFTER save_claim to promote an existing claim. Idempotent. Pair with unpublish_claim to revert to private. Tier: sp500+ (sample rejected).

Input Schema

TableJSON Schema

Name	Required	Description	Default
`claim_id`	Yes	Id returned by `save_claim` or `list_claims`.
`visibility`	No	`public` (default) → profile + reputation; `unlisted` → direct-link-only, off the profile. To revert to private, use unpublish_claim.	public

Output Schema

TableJSON Schema

Name	Required	Description	Default
`_meta`	Yes	Provenance envelope — data lineage for every MCP response
`claim`	Yes

Schema Changelog

Changes observed during successful MCP inspections.

Changed1 schema field changedSep 18, 2026

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."

Changed2 schema fields changedJul 25, 2026

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"
+}

Changed2 schema fields changedJul 7, 2026

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"
+}

Changed1 schema field changedJul 3, 2026

addedOutput schema / properties / claim / properties / outcome_components

Added value: +{
+  "anyOf": [
+    {
+      "additionalProperties": {},
+      "type": "object"
+    },
+    {
+      "type": "null"
+    }
+  ],
+  "description": "Phase C resolved-metric breakdown ({evaluated, basis} from gradeClaim). Null when not yet resolved or resolved without a breakdown (manual); absent entirely on claims resolved before Phase C shipped — both mean 'no components recorded'."
+}

Changed1 schema field changedJun 23, 2026

addedOutput schema / properties / claim / properties / evidence / properties / source_links

Added value: +{
+  "description": "On-read enrichment of source_urls with interactive SEC viewer links.",
+  "items": {
+    "additionalProperties": false,
+    "properties": {
+      "document_url": {
+        "description": "Direct link to the rendered primary document, or null.",
+        "type": [
+          "string",
+          "null"
+        ]
+      },
+      "inline_viewer_url": {
+        "description": "SEC Inline-XBRL viewer on the rendered filing, or null when not iXBRL.",
+        "type": [
+          "string",
+          "null"
+        ]
+      },
+      "sec_url": {
+        "description": "EDGAR filing-index page — always resolves.",
+        "type": "string"
+      },
+      "url": {
+        "description": "The original stored source_url (verbatim).",
+        "type": "string"
+      }
+    },
+    "required": [
+      "url",
+      "sec_url",
+      "document_url",
+      "inline_viewer_url"
+    ],
+    "type": "object"
+  },
+  "type": "array"
+}

AddedJun 21, 2026

TDQS

A4.7/5.0

Behavior5/5

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

Beyond the annotations, the description discloses real behavioral outcomes: public visibility affects the author's profile and claim-accuracy reputation, while unlisted keeps it off the profile but reachable by direct link. It also states idempotency and a tier/access restriction, giving the agent practical execution context. No contradiction with 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?

The description is dense but efficient: every sentence contributes scope, sequencing, side effects, or access context. The most important behavior is front-loaded, and there is no filler or 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 has only two parameters, an output schema, and annotations, the description covers everything needed to invoke it correctly: prerequisites, visibility behavior, idempotency, rollback pairing, and access tier. No critical operational gap remains.

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% and the schema already explains the visibility enum, the default value, and the claim_id source. The description mostly restates the visibility semantics rather than adding new parameter-level meaning, so the baseline of 3 is appropriate.

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 states a specific action and resource: making a saved claim discoverable by flipping its visibility. It clearly distinguishes the behavior of 'public' versus 'unlisted' and frames it as promoting an already-saved claim, separating it from save_claim, unpublish_claim, and publish_report/publish_thesis.

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?

It explicitly says to use AFTER save_claim, defines the two visibility modes with distinct outcomes, and routes the revert case to unpublish_claim. This gives an agent clear sequencing, a when-not-to-use signal, and a named alternative.

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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