Previous value: -"Point-in-time cutoff (YYYY-MM-DD). When set, the screen is reconstructed as of this date via factor_scores.accepted_at — each entity ranked at its latest-knowable period, zero look-ahead, survivorship-free. Omit for the latest snapshot."New value: +"Point-in-time cutoff, YYYY-MM-DD: each company ranked on what it had filed by this date, e.g. 2024-06-30."

Previous value: -"Optional data-quality guard (default false). When true, additionally drops rows with implausible raw factor values (non-finite, or e.g. asset_turnover > 50x, |FCF/assets| > 10) from shell companies with near-zero denominators. Rows that do not join to a company (null symbol) are ALWAYS omitted in full-universe mode, regardless of this flag."New value: +"true also drops rows with implausible factor values, such as near-zero denominators; defaults to false, e.g. true."

Previous value: -"Number of results to return (1-100). Defaults to 25."New value: +"Number of companies to return, 1 to 100; defaults to 25, e.g. 10."

Previous value: -"Zero-based row offset for paging within the requested `limit` window. At most 250 rows are inlined per call; if the response carries a `truncation` envelope, pass its `next_offset` here. Defaults to 0."New value: +"Rows to skip from the top of the limit results; defaults to 0, e.g. 10."

Previous value: -"Filter to a specific sector (case-insensitive partial match). E.g. 'Technology', 'Healthcare'."New value: +"Sector name to match, case-insensitive partial match, e.g. Technology."

Added value: +64

Added value: +1

Previous value: -"Which factor rank to sort by (see the enum). Defaults to composite_rank. An unrecognized column is rejected with INVALID_ARGUMENT (no silent fallback)."New value: +"Rank to sort by, such as composite_rank (the default), roe_rank or piotroski_f_score_rank, e.g. roe_rank."

Previous value: -"If provided, show only this ticker's factor scores (single-entity mode). Omit to screen the full universe."New value: +"Ticker symbol or SEC CIK to show one company's scores; omit to rank all companies, e.g. AAPL."

Removed 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"
-}

Removed value: -{
-  "description": "Access plan: sample | sp500 | pro | full",
-  "type": "string"
-}

Previous 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."New value: +"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."

Removed value: -{
-  "description": "ISO timestamp when the snapshot was exported",
-  "type": "string"
-}

Removed value: -{
-  "description": "Wall-clock milliseconds this tool call took, measured server-side around the handler.",
-  "minimum": 0,
-  "type": "integer"
-}

Removed value: -{
-  "description": "Soft-warning array for partial fulfillment. Each entry carries a stable subcode + remediation.options[]. AI agents pattern-match on subcode.",
-  "items": {
-    "additionalProperties": true,
-    "properties": {
-      "code": {
-        "const": "LIMIT_EXCEEDED",
-        "type": "string"
-      },
-      "current_plan": {
-        "type": "string"
-      },
-      "extensions": {
-        "additionalProperties": {},
-        "type": "object"
-      },
-      "limit_type": {
-        "type": "string"
-      },
-      "limit_value": {},
-      "remediation": {
-        "additionalProperties": true,
-        "properties": {
-          "contact_sales": {
-            "type": "string"
-          },
-          "default_action": {
-            "type": "string"
-          },
-          "options": {
-            "items": {
-              "additionalProperties": {},
-              "type": "object"
-            },
-            "type": "array"
-          },
-          "pricing_page": {
-            "type": "string"
-          }
-        },
-        "required": [
-          "options",
-          "default_action",
-          "pricing_page",
-          "contact_sales"
-        ],
-        "type": "object"
-      },
-      "requested_value": {},
-      "returned_value": {},
-      "subcode": {
-        "type": "string"
-      }
-    },
-    "required": [
-      "code",
-      "subcode",
-      "limit_type",
-      "current_plan",
-      "remediation"
-    ],
-    "type": "object"
-  },
-  "type": "array"
-}

Removed value: -{
-  "additionalProperties": false,
-  "description": "Set when this single response was paid for via the agent-pay PAYG flow — the rate-limit / depth-limit checks were bypassed for this call only.",
-  "properties": {
-    "amount_cents": {
-      "type": "number"
-    },
-    "entity_scope_hash": {
-      "type": "string"
-    },
-    "meter": {
-      "type": "string"
-    },
-    "quote_id": {
-      "type": "string"
-    },
-    "retry_token_hash": {
-      "type": "string"
-    },
-    "ticker_count": {
-      "type": "number"
-    },
-    "tool": {
-      "type": "string"
-    }
-  },
-  "required": [
-    "quote_id",
-    "tool",
-    "meter",
-    "amount_cents",
-    "ticker_count",
-    "entity_scope_hash",
-    "retry_token_hash"
-  ],
-  "type": "object"
-}

Removed value: -{
-  "additionalProperties": false,
-  "description": "Caller's remaining budget",
-  "properties": {
-    "limit": {
-      "type": "integer"
-    },
-    "remaining": {
-      "type": "integer"
-    },
-    "reset_at": {
-      "description": "ISO 8601 timestamp when the window resets",
-      "type": "string"
-    },
-    "window": {
-      "enum": [
-        "minute",
-        "hour"
-      ],
-      "type": "string"
-    }
-  },
-  "required": [
-    "limit",
-    "remaining",
-    "reset_at",
-    "window"
-  ],
-  "type": "object"
-}

Removed value: -{
-  "description": "Per-request correlation id (8-char)",
-  "type": "string"
-}

Removed value: -{
-  "description": "Parquet schema version from manifest.json",
-  "type": "string"
-}

Removed value: -{
-  "description": "Snapshot directory name (e.g. snapshot_20260420)",
-  "type": "string"
-}

Removed value: -{
-  "type": "string"
-}

Removed value: -{
-  "type": "string"
-}

Removed value: -{
-  "type": "string"
-}

Previous value: -[
-  "data_plan",
-  "schema_version",
-  "snapshot",
-  "last_updated",
-  "source",
-  "pit_safe"
-]New value: +[
+  "source",
+  "pit_safe"
+]

Previous value: -"Provenance for pipeline-derived values (ratio.parquet / factor_scores.parquet): source table + pipeline computed_at, plus a pointer to the tools that return filing-level lineage. NOT point-in-time (recomputed on each pipeline run)."New value: +"Provenance for pipeline-derived values (the ratio table / the factor_scores table): source table + pipeline computed_at, plus a pointer to the tools that return filing-level lineage. NOT point-in-time (recomputed on each pipeline run)."

Removed value: -{
-  "description": "Caller's data plan used to scope the screen",
-  "type": "string"
-}

Previous value: -[
-  "_meta",
-  "plan",
-  "sort_by",
-  "results_returned",
-  "data"
-]New value: +[
+  "_meta",
+  "sort_by",
+  "results_returned",
+  "data"
+]

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."

Previous value: -"^[A-Za-z.\\-]+$"New value: +"^[A-Za-z0-9.\\-]+$"

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"
+}

Added value: +{
+  "description": "ISO timestamp when the price surfaces were last refreshed.",
+  "type": "string"
+}

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"
+}

Added value: +{
+  "description": "Wall-clock milliseconds this tool call took, measured server-side around the handler.",
+  "minimum": 0,
+  "type": "integer"
+}

Previous value: -"Point-in-time cutoff (YYYY-MM-DD). When supplied, the screen is reconstructed as of this date: factor scores are filtered to those whose underlying SEC filing had been accepted on or before the date (via factor_scores.accepted_at), and each entity is ranked at its latest-knowable period — zero look-ahead, survivorship-free. Omit for the latest available snapshot."New value: +"Point-in-time cutoff (YYYY-MM-DD). When set, the screen is reconstructed as of this date via factor_scores.accepted_at — each entity ranked at its latest-knowable period, zero look-ahead, survivorship-free. Omit for the latest snapshot."

Added value: +{
+  "default": 0,
+  "description": "Zero-based row offset for paging within the requested `limit` window. At most 250 rows are inlined per call; if the response carries a `truncation` envelope, pass its `next_offset` here. Defaults to 0.",
+  "minimum": 0,
+  "type": "integer"
+}

Previous value: -"Which factor rank to sort by. Options: roe_rank, gross_margin_rank, operating_margin_rank, net_profit_margin_rank, revenue_growth_yoy_rank, fcf_to_assets_rank, debt_to_equity_rank, asset_turnover_rank, current_ratio_rank, piotroski_f_score_rank, composite_rank. Defaults to composite_rank. An unrecognized column is rejected with INVALID_ARGUMENT (no silent fallback)."New value: +"Which factor rank to sort by (see the enum). Defaults to composite_rank. An unrecognized column is rejected with INVALID_ARGUMENT (no silent fallback)."

Added value: +{
+  "additionalProperties": false,
+  "description": "Present only when the inline-row cap withheld rows. Page with `next_offset` (keep the same `limit`) or pull the full set via get_compute_ready_stream.",
+  "properties": {
+    "hint": {
+      "type": "string"
+    },
+    "next_offset": {
+      "minimum": 0,
+      "type": "integer"
+    },
+    "returned": {
+      "minimum": 0,
+      "type": "integer"
+    },
+    "total_available": {
+      "minimum": 0,
+      "type": "integer"
+    },
+    "truncated": {
+      "const": true,
+      "type": "boolean"
+    }
+  },
+  "required": [
+    "truncated",
+    "returned",
+    "total_available",
+    "next_offset",
+    "hint"
+  ],
+  "type": "object"
+}

Added value: +{
+  "default": false,
+  "description": "Optional data-quality guard (default false). When true, additionally drops rows with implausible raw factor values (non-finite, or e.g. asset_turnover > 50x, |FCF/assets| > 10) from shell companies with near-zero denominators. Rows that do not join to a company (null symbol) are ALWAYS omitted in full-universe mode, regardless of this flag.",
+  "type": "boolean"
+}

Previous value: -"Which factor rank to sort by. Options: roe_rank, gross_margin_rank, operating_margin_rank, net_profit_margin_rank, revenue_growth_yoy_rank, fcf_to_assets_rank, debt_to_equity_rank, asset_turnover_rank, current_ratio_rank, piotroski_f_score_rank, composite_rank. Defaults to composite_rank."New value: +"Which factor rank to sort by. Options: roe_rank, gross_margin_rank, operating_margin_rank, net_profit_margin_rank, revenue_growth_yoy_rank, fcf_to_assets_rank, debt_to_equity_rank, asset_turnover_rank, current_ratio_rank, piotroski_f_score_rank, composite_rank. Defaults to composite_rank. An unrecognized column is rejected with INVALID_ARGUMENT (no silent fallback)."

Added value: +[
+  "roe_rank",
+  "gross_margin_rank",
+  "operating_margin_rank",
+  "net_profit_margin_rank",
+  "revenue_growth_yoy_rank",
+  "fcf_to_assets_rank",
+  "debt_to_equity_rank",
+  "asset_turnover_rank",
+  "current_ratio_rank",
+  "piotroski_f_score_rank",
+  "composite_rank"
+]

Added value: +"true iff a zero-look-ahead point-in-time cut was applied to every returned figure"

Added value: +{
+  "description": "Point-in-time cutoff (YYYY-MM-DD). When supplied, the screen is reconstructed as of this date: factor scores are filtered to those whose underlying SEC filing had been accepted on or before the date (via factor_scores.accepted_at), and each entity is ranked at its latest-knowable period — zero look-ahead, survivorship-free. Omit for the latest available snapshot.",
+  "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
+  "type": "string"
+}

Added value: +{
+  "description": "Present only when a point-in-time as_of_date was supplied",
+  "type": "string"
+}

Added value: +{
+  "additionalProperties": false,
+  "description": "Provenance for pipeline-derived values (ratio.parquet / factor_scores.parquet): source table + pipeline computed_at, plus a pointer to the tools that return filing-level lineage. NOT point-in-time (recomputed on each pipeline run).",
+  "properties": {
+    "computed_at": {
+      "type": "string"
+    },
+    "derivation": {
+      "const": "pipeline_computed",
+      "type": "string"
+    },
+    "note": {
+      "type": "string"
+    },
+    "pit_safe": {
+      "const": false,
+      "type": "boolean"
+    },
+    "source_table": {
+      "type": "string"
+    },
+    "verify_with": {
+      "items": {
+        "type": "string"
+      },
+      "type": "array"
+    }
+  },
+  "required": [
+    "source_table",
+    "derivation",
+    "pit_safe",
+    "note",
+    "verify_with"
+  ],
+  "type": "object"
+}

Added value: +{
+  "description": "Present (and true) only when as_of_date was supplied — the screen was filtered by factor_scores.accepted_at with zero look-ahead",
+  "type": "boolean"
+}

Previous value: -nullNew value: +{
+  "$schema": "http://json-schema.org/draft-07/schema#",
+  "additionalProperties": false,
+  "properties": {
+    "_meta": {
+      "additionalProperties": false,
+      "description": "Provenance envelope — data lineage for every MCP response",
+      "properties": {
+        "as_of_date": {
+          "type": [
+            "string",
+            "null"
+          ]
+        },
+        "data_plan": {
+          "description": "Access plan: sample | sp500 | pro | full",
+          "type": "string"
+        },
+        "data_quality": {
+          "additionalProperties": false,
+          "description": "Server-side invariants run on this response",
+          "properties": {
+            "notes": {
+              "items": {
+                "type": "string"
+              },
+              "type": "array"
+            },
+            "validation_failed": {
+              "items": {
+                "additionalProperties": false,
+                "properties": {
+                  "detail": {
+                    "type": "string"
+                  },
+                  "rule": {
+                    "type": "string"
+                  }
+                },
+                "required": [
+                  "rule",
+                  "detail"
+                ],
+                "type": "object"
+              },
+              "type": "array"
+            },
+            "validation_passed": {
+              "items": {
+                "type": "string"
+              },
+              "type": "array"
+            }
+          },
+          "required": [
+            "validation_passed",
+            "validation_failed",
+            "notes"
+          ],
+          "type": "object"
+        },
+        "last_updated": {
+          "description": "ISO timestamp when the snapshot was exported",
+          "type": "string"
+        },
+        "limit_warnings": {
+          "description": "Soft-warning array for partial fulfillment. Each entry carries a stable subcode + remediation.options[]. AI agents pattern-match on subcode.",
+          "items": {
+            "additionalProperties": true,
+            "properties": {
+              "code": {
+                "const": "LIMIT_EXCEEDED",
+                "type": "string"
+              },
+              "current_plan": {
+                "type": "string"
+              },
+              "extensions": {
+                "additionalProperties": {},
+                "type": "object"
+              },
+              "limit_type": {
+                "type": "string"
+              },
+              "limit_value": {},
+              "remediation": {
+                "additionalProperties": true,
+                "properties": {
+                  "contact_sales": {
+                    "type": "string"
+                  },
+                  "default_action": {
+                    "type": "string"
+                  },
+                  "options": {
+                    "items": {
+                      "additionalProperties": {},
+                      "type": "object"
+                    },
+                    "type": "array"
+                  },
+                  "pricing_page": {
+                    "type": "string"
+                  }
+                },
+                "required": [
+                  "options",
+                  "default_action",
+                  "pricing_page",
+                  "contact_sales"
+                ],
+                "type": "object"
+              },
+              "requested_value": {},
+              "returned_value": {},
+              "subcode": {
+                "type": "string"
+              }
+            },
+            "required": [
+              "code",
+              "subcode",
+              "limit_type",
+              "current_plan",
+              "remediation"
+            ],
+            "type": "object"
+          },
+          "type": "array"
+        },
+        "payg_override": {
+          "additionalProperties": false,
+          "description": "Set when this single response was paid for via the agent-pay PAYG flow — the rate-limit / depth-limit checks were bypassed for this call only.",
+          "properties": {
+            "amount_cents": {
+              "type": "number"
+            },
+            "entity_scope_hash": {
+              "type": "string"
+            },
+            "meter": {
+              "type": "string"
+            },
+            "quote_id": {
+              "type": "string"
+            },
+            "retry_token_hash": {
+              "type": "string"
+            },
+            "ticker_count": {
+              "type": "number"
+            },
+            "tool": {
+              "type": "string"
+            }
+          },
+          "required": [
+            "quote_id",
+            "tool",
+            "meter",
+            "amount_cents",
+            "ticker_count",
+            "entity_scope_hash",
+            "retry_token_hash"
+          ],
+          "type": "object"
+        },
+        "pit_safe": {
+          "type": "boolean"
+        },
+        "rate_limit": {
+          "additionalProperties": false,
+          "description": "Caller's remaining budget",
+          "properties": {
+            "limit": {
+              "type": "integer"
+            },
+            "remaining": {
+              "type": "integer"
+            },
+            "reset_at": {
+              "description": "ISO 8601 timestamp when the window resets",
+              "type": "string"
+            },
+            "window": {
+              "enum": [
+                "minute",
+                "hour"
+              ],
+              "type": "string"
+            }
+          },
+          "required": [
+            "limit",
+            "remaining",
+            "reset_at",
+            "window"
+          ],
+          "type": "object"
+        },
+        "request_id": {
+          "description": "Per-request correlation id (8-char)",
+          "type": "string"
+        },
+        "result_count": {
+          "type": "integer"
+        },
+        "schema_version": {
+          "description": "Parquet schema version from manifest.json",
+          "type": "string"
+        },
+        "snapshot": {
+          "description": "Snapshot directory name (e.g. snapshot_20260420)",
+          "type": "string"
+        },
+        "source": {
+          "const": "SEC EDGAR",
+          "type": "string"
+        },
+        "ticker": {
+          "type": "string"
+        },
+        "truncation": {
+          "additionalProperties": false,
+          "description": "Set when fewer rows were returned than requested — explains why and points to a remedy",
+          "properties": {
+            "current_plan": {
+              "type": "string"
+            },
+            "plan_limit": {
+              "minimum": 0,
+              "type": "integer"
+            },
+            "reason": {
+              "enum": [
+                "PLAN_LIMIT",
+                "DATA_NOT_AVAILABLE",
+                "FISCAL_YEAR_BOUNDARY_FILTER",
+                "OTHER"
+              ],
+              "type": "string"
+            },
+            "requested": {
+              "minimum": 0,
+              "type": "integer"
+            },
+            "returned": {
+              "minimum": 0,
+              "type": "integer"
+            },
+            "upgrade_required_for": {
+              "type": "string"
+            },
+            "upgrade_url": {
+              "type": "string"
+            }
+          },
+          "required": [
+            "requested",
+            "returned",
+            "reason"
+          ],
+          "type": "object"
+        }
+      },
+      "required": [
+        "data_plan",
+        "schema_version",
+        "snapshot",
+        "last_updated",
+        "source",
+        "pit_safe"
+      ],
+      "type": "object"
+    },
+    "data": {
+      "description": "Ranked factor-score rows for the screened universe",
+      "items": {
+        "additionalProperties": true,
+        "properties": {},
+        "type": "object"
+      },
+      "type": "array"
+    },
+    "note": {
+      "type": "string"
+    },
+    "plan": {
+      "description": "Caller's data plan used to scope the screen",
+      "type": "string"
+    },
+    "results_returned": {
+      "type": "integer"
+    },
+    "sector_filter": {
+      "description": "Present only when a sector filter was applied",
+      "type": "string"
+    },
+    "sort_by": {
+      "type": "string"
+    },
+    "ticker": {
+      "description": "Present only when a single-ticker lookup was requested",
+      "type": "string"
+    }
+  },
+  "required": [
+    "_meta",
+    "plan",
+    "sort_by",
+    "results_returned",
+    "data"
+  ],
+  "type": "object"
+}