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Valuein — SEC EDGAR Fundamentals & Smart-Money Data

Schedule Task

schedule_task

Defer a follow-up task ("re-check AAPL margin compression in 30 days") for up to 90 days. This is an AGENT-facing primitive — call it mid-conversation/mid-run when you decide something is worth re-checking later; it is NOT a human-authorable "new task" form (use the Workspace's standing-agent scheduler for recurring, human-configured monitoring instead). On wake, an inbox item ALWAYS lands for the owner ("scheduled task due: …"). Optionally pass context: {managed: true, team_id: "<standing_agent id>"} to ALSO kick off a managed agent re-run at wake time — this is LIVE: it fires a real run of that standing-agent team, grounded in the saved context. It degrades to the inbox notice alone only if this deploy can't reach the run endpoint (report the actual outcome, never assume). Persisted durably in D1 — never lost on a Worker recycle. Tier: sp500+ (sample rejected).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
taskYesHuman-readable description of the deferred work.
contextNoSaved thesis/claim/report ids and any other state needed to reconstitute a fresh prompt at wake time. Set `managed: true` + `team_id: "<standing_agent id>"` to also kick off a live managed re-run of that team at wake time (see description).
wake_in_daysYesHow many days from now this task becomes due (0 < n <= 90).

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
_metaYesProvenance envelope — data lineage for every MCP response
statusYes
task_idYes
wake_atYesISO 8601 timestamp when this task becomes due.

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. 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"
      +}
  3. 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"
      +}
  4. Changed1 schema field changed
    • changedInput schema / properties / context / description
      Previous value: -"Saved thesis/claim/report ids and any other state needed to reconstitute a fresh prompt at wake time. Set `managed: true` + `team_id: \"<standing_agent id>\"` to also attempt a managed re-run (best-effort — see description)."New value: +"Saved thesis/claim/report ids and any other state needed to reconstitute a fresh prompt at wake time. Set `managed: true` + `team_id: \"<standing_agent id>\"` to also kick off a live managed re-run of that team at wake time (see description)."
  5. Added

TDQS

A4.9/5.0
Behavior5/5

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

Annotations only signal readOnlyHint/openWorldHint/idempotentHint/destructiveHint all false, so the description carries the behavioral burden — and it delivers richly: guaranteed inbox item on wake, the live managed-agent re-run semantics ('this is LIVE: it fires a real run'), the graceful degradation to inbox-only when the run endpoint is unreachable plus the 'report the actual outcome, never assume' instruction, D1 durability across Worker recycles, and the sp500+ tier gate. These are all beyond what annotations provide.

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?

All seven sentences are front-loaded and information-dense with zero filler or redundancy: core action with example, agent-facing positioning with exclusion, wake guarantee, optional managed behavior, fallback+reporting instruction, durability, and tier gate. Each sentence earns its place; the length is justified by the tool's complexity.

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 moderately complex tool with an output schema, this description covers everything an agent needs to decide, invoke, and set expectations: purpose, usage routing, exclusions, wake behavior, live-run side effects, failure fallback, persistence, and entitlement. The output schema exists so return-value documentation is unnecessary, and the continuation path (cancel_scheduled_task) is discoverable via siblings.

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%, so baseline is 3, but the description adds genuine value beyond the schema: it explains the behavioral consequences of context.managed=true (fires a real standing-agent run grounded in saved context) — detail the schema itself punts on ('see description') — and gives a concrete task example that clarifies expected phrasing. The wake_in_days semantics and the durable persistence framing add interpretive context the bare schema lacks.

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?

States a specific verb+resource ('Defer a follow-up task... for up to 90 days') with a concrete example, and immediately differentiates itself from siblings: it is explicitly NOT a human-authorable new-task form, and the standing-agent scheduler is named as the alternative for recurring human-configured monitoring. An agent can distinguish it from cancel_scheduled_task/list_scheduled_tasks and the standing-agent scheduler without opening schemas.

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?

Gives explicit when-to-use guidance ('call it mid-conversation/mid-run when you decide something is worth re-checking later') and explicit when-not-to-use guidance ('NOT a human-authorable new task form', use the standing-agent scheduler for recurring/human-configured monitoring). It also clarifies the optional managed-mode path so the agent knows when to include context. Nothing is left to inference.

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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