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Valuein — SEC EDGAR Fundamentals & Smart-Money Data

Sign Off Report

sign_off_report
Destructive

Request a Valuein compliance certificate for one of the caller's OWN reports — a signed, publicly verifiable attestation at valuein.biz/verify/{id} that every fact the report cited was knowable at the time it was used (absence of lookahead bias). It attests provenance ONLY: it says nothing about whether the report's conclusions are correct or profitable, and must never be presented as though it did. ⚠️ IRREVERSIBLE AND OUTWARD-FACING. A certificate can be revoked (loudly — the URL keeps resolving and says so) but its signature stays cryptographically valid forever; there is no undo. It is classified RED, so a governed client will stage this for a named human to authorize rather than executing it autonomously. Propose it; do not claim to have certified anything yourself. PRECONDITION: every figure in the report must already be reviewed via save_figure_review — check with list_figure_reviews first. Refusals are PERMANENT outcomes, not transport errors, and name what to fix: unreviewed_figures (review them, then retry), rejected_figures (fix the report), no_figures (a report with nothing to verify is refused, never trivially passed), unverifiable_citation, not_certifiable. Do not retry a refusal unchanged. Only the report's author may sign it off. Tier: sp500+ (sample rejected).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
report_idYesIdentifier of the report to certify, as returned by create_report / list_my_reports / save_freeform_report. Must be authored by the calling customer.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
okYes
codeNo
_metaYesProvenance envelope — data lineage for every MCP response
reasonNo
messageNo
verdictNo
coverageNo
certificateNo

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. Added

TDQS

A4.7/5.0
Behavior5/5

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

Annotations already flag destructiveHint=true and idempotentHint=false, and the description goes well beyond them. It discloses irreversibility, outward-facing permanent signatures, revocation semantics, RED classification, human authorization staging, and the fact that refusals are permanent outcomes rather than transient transport errors. No contradiction with annotations.

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 long but every sentence carries operational weight, arranged logically from definition to provenance boundary, irreversibility, classification, precondition, refusal semantics, authorization, and tier. The critical call guidance is front-loaded, and the dense formatting is justified for such a high-stakes, irreversible action.

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 destructive single-parameter operation with an output schema already present, the description covers every practical concern: prerequisites, side effects, failure modes, permission model, political/governance routing, and the exact verify URL format. An agent has enough information to propose this action correctly and to interpret refusals without consulting external documentation.

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?

There is only one parameter, report_id, and the schema description already covers its provenance and author constraint with 100% coverage, so a baseline of 3 is appropriate. The description restates the 'caller's OWN reports' requirement but adds no new formatting, value semantics, or parameter-specific guidance beyond what the schema already provides.

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 opens with a specific action ('Request a Valuein compliance certificate') on a specific resource ('one of the caller's OWN reports') and immediately clarifies what the certificate attests and what it does not. This meaningfully distinguishes the tool from publishing, verification, and figure-review siblings without merely restating the title.

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?

The description gives explicit preconditions: every figure must already be reviewed via save_figure_review, and the agent should check list_figure_reviews first. It also states author-only eligibility, tier restrictions, the governed-client staging instruction, and a firm 'do not retry a refusal unchanged' rule with each refusal code mapped to its corrective action.

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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