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Valuein — SEC EDGAR Fundamentals & Smart-Money Data

Stage Action

stage_action

Propose an MCP tool call for human approval BEFORE running it. Call this — instead of calling the tool directly — whenever an autonomous or unattended caller (a scheduled standing agent, an unattended agent-runner run, or any MCP client operating without a human watching) is about to perform a write it knows or suspects is risky. The target tool's OWN registered risk hints (readOnlyHint/destructiveHint) decide the tier: GREEN (read-only) tools are never staged — this call is then a no-op passthrough (result: 'not_required') and the caller should just invoke the tool directly. AMBER (reversible write to the caller's own state) and RED (destructive or outward-facing) tools ARE staged: this call does NOT execute anything — it only records the proposal and returns a staged_action_id. A human (or any client acting on the human's behalf) later calls approve_staged_action or reject_staged_action to decide it. Tier: sp500+ (sample rejected — guest has no saved state).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
originYesFree-form label identifying who/what is proposing this action — e.g. 'agent-runner:managed', 'claude-connector', 'cursor', or any caller-supplied identifier. Lets a human distinguish which session/agent proposed a given write.
tool_argsNoThe exact arguments to replay through that tool if/when a human approves.
tool_nameYesThe MCP tool this action would call once approved (e.g. 'save_thesis', 'create_signal', 'publish_report').

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
_metaYesProvenance envelope — data lineage for every MCP response
resultYes
risk_tierYes
staged_actionYes
staged_action_idYes

TDQS

A4.2/5.0
Behavior4/5

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

The description goes well beyond annotations by explaining that the call does NOT execute anything, records a proposal, returns a staged_action_id, and acts as a no-op passthrough for read-only tools. However, the bizarre 'Tier: sp500+ (sample rejected — guest has no saved state)' line is confusing and detracts from otherwise strong transparency.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness3/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The first sentence is a strong front-loaded definition, and the tier explanation is useful. However, the trailing 'Tier: sp500+ (sample rejected — guest has no saved state)' is an obvious artifact that adds noise and should be removed, making the description longer and less focused than it should be.

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

Completeness4/5

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

Given that an output schema exists, the description covers the essential contingencies: when to stage vs. pass through, that no execution occurs, and that a human later approves/rejects via separate tools. It could name the actual approval tools (which are siblings) or mention persistence/permissions, but the description is reasonably complete for a tool with this complexity.

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 already provides 100% coverage with descriptions for all three parameters (origin, tool_args, tool_name). The description adds little parameter-level meaning beyond reiterating that tool_args will be replayed on approval, 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 opens with a clear verb+resource statement: 'Propose an MCP tool call for human approval BEFORE running it.' It also distinguishes itself from direct tool invocation and from sibling tools like approve_staged_action/reject_staged_action by stating it only records the proposal and does not execute anything.

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 text explicitly says when to use it: 'Call this — instead of calling the tool directly — whenever an autonomous or unattended caller... is about to perform a write it knows or suspects is risky.' It also covers the green/read-only case where staging is a no-op passthrough, and it names the follow-up approval/rejection tools.

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.