Valuein — SEC EDGAR Fundamentals & Smart-Money Data

Publish Thesis

publish_thesis

Idempotent

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

Input Schema

TableJSON Schema

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

Output Schema

TableJSON Schema

Name	Required	Description	Default
`_meta`	Yes	Provenance envelope — data lineage for every MCP response
`thesis`	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 / thesis / properties / outcome_components

Added value: +{
+  "anyOf": [
+    {
+      "additionalProperties": {},
+      "type": "object"
+    },
+    {
+      "type": "null"
+    }
+  ],
+  "description": "Phase C fundamentals × price breakdown (fundamentals_score, price_score, price_return_pct, legs_used, basis, …). Null when not yet scored or scored without a breakdown; absent entirely on records graded before Phase C shipped — both mean 'no components recorded'."
+}

AddedJun 21, 2026

TDQS

A5/5.0

Behavior5/5

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

Annotations already give idempotentHint=true and destructiveHint=false, and the description reinforces these with 'Idempotent.' It further discloses side effects beyond annotations: public surfaces on the author's profile and affects the reputation aggregate, while unlisted keeps it reachable only via direct link. This gives the agent a clear model of what changes.

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?

Four tightly packed sentences deliver scope, workflow ordering, idempotency, revert pairing, and access tier with no filler. The primary visibility semantics are front-loaded, and every sentence earns its place.

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?

The tool involves workflow ordering, two visibility modes with distinct side effects, idempotent behavior, and a tier restriction; the description covers all of these. An output schema exists, so the absence of explicit return-value text is acceptable. Nothing an agent needs to select and invoke the tool correctly is missing.

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

Parameters5/5

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

Although schema coverage is 100%, the description adds behavioral meaning beyond the raw parameter text: it explains that visibility controls profile exposure and reputation counting, ties thesis_id to values returned by save_thesis/list_theses, and clarifies the relationship between the visibility enum and unpublish_thesis. That is more than a restatement of 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 states a specific verb ('make ... discoverable') and resource ('saved thesis'), and immediately distinguishes the tool from save_thesis and unpublish_thesis. It also explains the two visibility modes and their concrete effects, so an agent can tell it apart from related siblings.

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?

Usage is explicitly scoped: 'Use AFTER save_thesis to promote an existing thesis (save_thesis sets visibility only at creation).' It names when to use it, what not to use it for relative to creation, and routes the revert path to unpublish_thesis. The tier note also gives an eligibility constraint.

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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