Skip to main content
Glama

Valuein — SEC EDGAR Fundamentals & Smart-Money Data

Score Due Theses (bulk auto-grader)

score_due_theses

Find every thesis past its horizon with no outcome yet, and grade each via score_thesis_outcome. Operates on the caller's OWN theses — omit customer_id. Targeting another user's customer_id is reserved for Valuein's internal scoring service and is rejected for every plan, including Institutional. Returns a summary + per-thesis results. Idempotent — a re-call only re-grades anything not already graded.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
maxNoSoft cap on theses scored per call. Defaults to 100. The frontend cron walks users serially so a low cap per user keeps each MCP request bounded.
as_ofNoSnapshot date for the 'current' fundamentals window. Defaults to today UTC.
customer_idNoStripe customer_id of the target user. Defaults to the caller's own — leave it unset. Supplying a DIFFERENT customer_id is restricted to Valuein's internal scoring service and is rejected on every plan, Institutional included.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
dueYesSubset that were past their horizon AND ungraded.
_metaYesProvenance envelope — data lineage for every MCP response
errorsYesPer-thesis errors caught + logged.
scoredYesSuccessfully scored + persisted.
resultsYes
scannedYesTotal active theses inspected.
skippedYesSkipped because already graded or not yet due.
target_customer_idYes

TDQS

A3.5/5.0
Behavior1/5

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

The description claims 'Idempotent — a re-call only re-grades anything not already graded,' which directly contradicts the annotation idempotentHint=false. This is a clear contradiction between the description and structured metadata, making the behavioral transparency unreliable.

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 concise and well-structured: first sentence gives primary purpose, second explains ownership/restriction, third describes return, fourth covers idempotency. No unnecessary words; each sentence adds value.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness3/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

The description covers the main aspects: what is graded, target scope, return format, and idempotency. However, it does not explicitly mention side effects (e.g., that grading writes outcomes), and the idempotency contradiction reduces overall reliability. Given the complexity of a bulk operation, the description is adequate but has gaps.

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?

The input schema provides comprehensive descriptions for all three parameters (max, as_of, customer_id) with 100% coverage. The description reinforces the customer_id restriction but does not add semantic meaning beyond the schema, 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 clearly states the tool's function: 'Find every thesis past its horizon with no outcome yet, and grade each via score_thesis_outcome.' This uses a specific verb ('find' and 'grade') and resource ('theses'), and distinguishes it from the single-thesis sibling score_thesis_outcome by describing bulk operation.

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?

The description provides explicit guidance on when to use the tool: 'Operates on the caller's OWN theses — omit customer_id.' It also explains the restriction on targeting other users, which clarifies a key usage boundary. However, it does not explicitly contrast with the alternative sibling score_thesis_outcome for single-thesis grading, though it references it.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Try in Browser

Glama MCP Gateway

Add one secure layer between your agents and this server.

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.