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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
NameRequiredDescriptionDefault
thesis_idYesId returned by `save_thesis` or `list_theses`.
visibilityNo`public` (default) → profile + reputation; `unlisted` → direct-link-only, off the profile. To revert to private, use unpublish_thesis.public

Output Schema

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

TDQS

A4.5/5.0
Behavior4/5

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

Annotations already provide idempotentHint, destructiveHint, readOnlyHint. The description adds valuable context: visibility effects on profile and reputation, that save_thesis sets visibility at creation (so this tool is for updates), and the tier restriction. It confirms idempotent. No contradictions.

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 sentences, front-loaded with the main action, no redundant information. Every sentence adds value: main purpose, visibility effects, usage context, idempotency, pairing, and tier restriction.

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 high schema coverage and existence of output schema, the description covers all needed aspects: when to use, what it does, side effects (visibility and reputation), idempotency, and relationship to sibling tools. It's complete for the tool's complexity.

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% with parameter descriptions. The description adds meaning: explains that public counts toward reputation, unlisted keeps off profile, and idempotent nature. This goes beyond the schema's enum 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 clearly states it makes a saved thesis discoverable by flipping visibility, and distinguishes between public (profile + reputation) and unlisted (direct link only). It explicitly contrasts with save_thesis (which sets visibility at creation) and unpublish_thesis (revert to private), making its unique purpose very clear.

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?

It explicitly says to use AFTER save_thesis to promote an existing thesis, and pairs with unpublish_thesis to revert. It also mentions a tier restriction (sp500+ sample rejected). This provides strong guidance on when to use, though it doesn't explicitly list negative cases (but idempotent nature reduces risk).

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.