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Valuein — SEC EDGAR Fundamentals & Smart-Money Data

Trace a figure to its filing

verify_fact_lineage
Read-onlyIdempotent

Returns one reported figure with its source: company, concept, value, unit, period, form type, filing date, accession number and links to the filing on SEC EDGAR. Use this when the user asks which filing reported a number, by fact_id from an earlier result or by concept for the latest value. A figure from a specific period is traced by the fact_id get_company_fundamentals returns for it, and many fact_ids at once by verify_facts.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
tickerYesTicker symbol or SEC CIK of the company, e.g. AAPL.
conceptNoStandard concept whose latest reported value to trace, used when no fact_id is given, e.g. TotalRevenue.
fact_idNo64-character lowercase hex fact_id from an earlier result; give this or concept, e.g. 8a02707ced0d5a157ed2cdb28df035e52250daf4d0699952f7fc5420e1ce3afa.
as_of_dateNoCutoff used with concept, YYYY-MM-DD: the latest value filed on or before this date; a filing date, not a period end, e.g. 2024-06-30.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
_metaYesProvenance envelope — data lineage for every MCP response
lineageNoFull provenance for one fact. Identity: fact_id, entity_id, ticker, company_name, concept, standard_concept, accession_id. Filing: source_url, inline_viewer_url, document_url, filing_date, form_type, accepted_at. Duration: period_start, period_end, period_span_days, and period_type (instant | quarterly | half_year | nine_month | annual | duration) so a 3-month stub is never mistaken for the 12-month figure — a 10-K tags BOTH at the same period_end.
verifiedYesTrue when the fact was located and its provenance resolved
lookup_byYesHow the fact was located: 'fact_id' or 'concept'

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed2 schema fields changed
    • changedInput schema / properties / as_of_date / description
      Previous value: -"Cutoff used with concept, YYYY-MM-DD: the latest value filed on or before this date, e.g. 2024-06-30."New value: +"Cutoff used with concept, YYYY-MM-DD: the latest value filed on or before this date; a filing date, not a period end, e.g. 2024-06-30."
    • removedInput schema / properties / period_end
      Removed value: -{
      -  "description": "Older name for as_of_date, same format and meaning: a filing cutoff, not a period end, e.g. 2024-06-30.",
      -  "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      -  "type": "string"
      -}
  2. Changed23 schema fields changed
    • changedInput schema / properties / as_of_date / description
      Previous value: -"Point-in-time cutoff (YYYY-MM-DD) used with `concept` — returns the latest fact whose 10-K/10-Q was accepted by SEC on or before this date (true PIT, no lookahead; any calendar date works). Canonical name across the suite; supersedes the legacy `period_end`."New value: +"Cutoff used with concept, YYYY-MM-DD: the latest value filed on or before this date, e.g. 2024-06-30."
    • changedInput schema / properties / concept / description
      Previous value: -"Standard concept to look up the most recently known fact for (see the enum for the full fundamentals + capital-allocation set). Use this when you don't have a fact_id. Provide either concept OR fact_id."New value: +"Standard concept whose latest reported value to trace, used when no fact_id is given, e.g. TotalRevenue."
    • changedInput schema / properties / fact_id / description
      Previous value: -"Deterministic fact identity hash: SHA-256(entity_id|accession_id|concept|period_end|unit). 64-char lowercase hex. Use this when you already have the hash from a previous query. Provide either fact_id OR concept (not both required, but at least one must be set)."New value: +"64-character lowercase hex fact_id from an earlier result; give this or concept, e.g. 8a02707ced0d5a157ed2cdb28df035e52250daf4d0699952f7fc5420e1ce3afa."
    • changedInput schema / properties / period_end / description
      Previous value: -"[DEPRECATED — pass `as_of_date` instead.] Filing-acceptance cutoff (YYYY-MM-DD) used with `concept`; despite the name it filters on filing accepted_at, not the returned fact's period_end. Kept one release for back-compat."New value: +"Older name for as_of_date, same format and meaning: a filing cutoff, not a period end, e.g. 2024-06-30."
    • changedInput schema / properties / ticker / description
      Previous value: -"Stock ticker symbol, e.g. AAPL, MSFT, BRK.B — or a CIK (SEC identifier), e.g. '0000320193'."New value: +"Ticker symbol or SEC CIK of the company, e.g. AAPL."
    • removedOutput schema / properties / _meta / properties / cost_usd
      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"
      -}
    • removedOutput schema / properties / _meta / properties / data_plan
      Removed value: -{
      -  "description": "Access plan: sample | sp500 | pro | full",
      -  "type": "string"
      -}
    • changedOutput schema / properties / _meta / properties / fundamentals_as_of / description
      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."
    • removedOutput schema / properties / _meta / properties / last_updated
      Removed value: -{
      -  "description": "ISO timestamp when the snapshot was exported",
      -  "type": "string"
      -}
    • removedOutput schema / properties / _meta / properties / latency_ms
      Removed value: -{
      -  "description": "Wall-clock milliseconds this tool call took, measured server-side around the handler.",
      -  "minimum": 0,
      -  "type": "integer"
      -}
    • removedOutput schema / properties / _meta / properties / limit_warnings
      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"
      -}
    • removedOutput schema / properties / _meta / properties / payg_override
      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"
      -}
    • removedOutput schema / properties / _meta / properties / rate_limit
      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"
      -}
    • removedOutput schema / properties / _meta / properties / request_id
      Removed value: -{
      -  "description": "Per-request correlation id (8-char)",
      -  "type": "string"
      -}
    • removedOutput schema / properties / _meta / properties / schema_version
      Removed value: -{
      -  "description": "Parquet schema version from manifest.json",
      -  "type": "string"
      -}
    • removedOutput schema / properties / _meta / properties / snapshot
      Removed value: -{
      -  "description": "Snapshot directory name (e.g. snapshot_20260420)",
      -  "type": "string"
      -}
    • removedOutput schema / properties / _meta / properties / truncation / properties / current_plan
      Removed value: -{
      -  "type": "string"
      -}
    • removedOutput schema / properties / _meta / properties / truncation / properties / upgrade_required_for
      Removed value: -{
      -  "type": "string"
      -}
    • removedOutput schema / properties / _meta / properties / truncation / properties / upgrade_url
      Removed value: -{
      -  "type": "string"
      -}
    • changedOutput schema / properties / _meta / required
      Previous value: -[
      -  "data_plan",
      -  "schema_version",
      -  "snapshot",
      -  "last_updated",
      -  "source",
      -  "pit_safe"
      -]New value: +[
      +  "source",
      +  "pit_safe"
      +]
    • changedOutput schema / properties / lineage / description
      Previous value: -"Full provenance for one fact. Identity: fact_id, entity_id, ticker, company_name, concept, standard_concept, accession_id. Value: numeric_value (raw), `display` (the SAME number already rendered — \"$391.04B\" — QUOTE THIS rather than re-rounding numeric_value yourself), unit, plus derived_quarterly_value/derived_quarterly_display (a Q2/Q3 10-Q states year-to-date, so the quarter and the filing are different numbers). Filing: source_url, inline_viewer_url, document_url, filing_date, form_type, accepted_at. Duration: period_start, period_end, period_span_days, and period_type (instant | quarterly | half_year | nine_month | annual | duration) so a 3-month stub is never mistaken for the 12-month figure — a 10-K tags BOTH at the same period_end. ⚠️ There is no `value` key and no `cik` key; the fields are named exactly as emitted."New value: +"Full provenance for one fact. Identity: fact_id, entity_id, ticker, company_name, concept, standard_concept, accession_id. Filing: source_url, inline_viewer_url, document_url, filing_date, form_type, accepted_at. Duration: period_start, period_end, period_span_days, and period_type (instant | quarterly | half_year | nine_month | annual | duration) so a 3-month stub is never mistaken for the 12-month figure — a 10-K tags BOTH at the same period_end."
    • changedOutput schema / properties / lineage / properties / display / description
      Previous value: -"`numeric_value` ALREADY RENDERED — \"$391.04B\", \"$6.11\". QUOTE THIS character-for-character rather than re-rounding `numeric_value` yourself: the rendering also needs a scale, and `unit` alone cannot tell a fraction (0.5965 → \"59.65%\") from a percent (0.5965 → \"0.60%\"). Null when `numeric_value` is null."New value: +"Null when `numeric_value` is null."
    • removedOutput schema / properties / lineage / properties / standard_concept / description
      Removed value: -"Valuein's standardized concept name (TotalRevenue, NetIncome, …); null when the raw tag is unmapped."
  3. 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."
  4. Changed25 schema fields changed
    • changedOutput schema / properties / lineage / additionalProperties
      Previous value: -trueNew value: +false
    • changedOutput schema / properties / lineage / description
      Previous value: -"Full provenance: fact_id, concept, value, unit, period_end, source accession, SEC EDGAR URL, form_type, accepted_at, plus duration context — period_start, period_span_days, and period_type (instant | quarterly | half_year | nine_month | annual | duration) so a 3-month stub is never mistaken for the 12-month figure."New value: +"Full provenance for one fact. Identity: fact_id, entity_id, ticker, company_name, concept, standard_concept, accession_id. Value: numeric_value (raw), `display` (the SAME number already rendered — \"$391.04B\" — QUOTE THIS rather than re-rounding numeric_value yourself), unit, plus derived_quarterly_value/derived_quarterly_display (a Q2/Q3 10-Q states year-to-date, so the quarter and the filing are different numbers). Filing: source_url, inline_viewer_url, document_url, filing_date, form_type, accepted_at. Duration: period_start, period_end, period_span_days, and period_type (instant | quarterly | half_year | nine_month | annual | duration) so a 3-month stub is never mistaken for the 12-month figure — a 10-K tags BOTH at the same period_end. ⚠️ There is no `value` key and no `cik` key; the fields are named exactly as emitted."
    • addedOutput schema / properties / lineage / properties / accepted_at
      Added value: +{
      +  "description": "SEC acceptance timestamp (ISO 8601) — the moment this number became public. The PIT cut is taken on this.",
      +  "type": [
      +    "string",
      +    "null"
      +  ]
      +}
    • addedOutput schema / properties / lineage / properties / accession_id
      Added value: +{
      +  "description": "SEC accession number of the filing that reported this value, e.g. 0000320193-24-000123.",
      +  "type": "string"
      +}
    • addedOutput schema / properties / lineage / properties / company_name
      Added value: +{
      +  "description": "Registrant name as filed.",
      +  "type": "string"
      +}
    • addedOutput schema / properties / lineage / properties / concept
      Added value: +{
      +  "description": "Raw XBRL tag as the filer used it, e.g. us-gaap:Revenues.",
      +  "type": "string"
      +}
    • addedOutput schema / properties / lineage / properties / derived_quarterly_display
      Added value: +{
      +  "description": "`derived_quarterly_value` rendered the same way. Null when that value is null.",
      +  "type": [
      +    "string",
      +    "null"
      +  ]
      +}
    • addedOutput schema / properties / lineage / properties / derived_quarterly_value
      Added value: +{
      +  "description": "The three-month figure derived from a year-to-date filing. A Q2/Q3 10-Q states YTD, so THIS and `numeric_value` are different numbers for the same fact — a verifier comparing against whichever one it happened to read passes wrong numbers half the time. Null when no derivation applies.",
      +  "type": [
      +    "number",
      +    "null"
      +  ]
      +}
    • addedOutput schema / properties / lineage / properties / display
      Added value: +{
      +  "description": "`numeric_value` ALREADY RENDERED — \"$391.04B\", \"$6.11\". QUOTE THIS character-for-character rather than re-rounding `numeric_value` yourself: the rendering also needs a scale, and `unit` alone cannot tell a fraction (0.5965 → \"59.65%\") from a percent (0.5965 → \"0.60%\"). Null when `numeric_value` is null.",
      +  "type": [
      +    "string",
      +    "null"
      +  ]
      +}
    • addedOutput schema / properties / lineage / properties / document_url
      Added value: +{
      +  "description": "Direct link to the rendered primary document (not the index page). Null when the primary document is unknown.",
      +  "type": [
      +    "string",
      +    "null"
      +  ]
      +}
    • addedOutput schema / properties / lineage / properties / entity_id
      Added value: +{
      +  "description": "Zero-padded 10-digit SEC CIK of the filer. (The key is named entity_id — there is no `cik` field.)",
      +  "type": "string"
      +}
    • addedOutput schema / properties / lineage / properties / fact_id
      Added value: +{
      +  "description": "Deterministic fact identity: SHA-256(entity_id|accession_id|concept|period_end|unit), 64-char lowercase hex.",
      +  "type": "string"
      +}
    • addedOutput schema / properties / lineage / properties / filing_date
      Added value: +{
      +  "description": "Filing date (YYYY-MM-DD). Null when the filing join found nothing.",
      +  "type": [
      +    "string",
      +    "null"
      +  ]
      +}
    • addedOutput schema / properties / lineage / properties / form_type
      Added value: +{
      +  "description": "Filing form type — 10-K, 10-Q, 8-K, 20-F. Null when the filing join found nothing.",
      +  "type": [
      +    "string",
      +    "null"
      +  ]
      +}
    • addedOutput schema / properties / lineage / properties / inline_viewer_url
      Added value: +{
      +  "description": "SEC Inline-XBRL viewer opened on the rendered primary document — the strongest one-click verification link. Null when the filing is not Inline-XBRL or the primary document is unknown.",
      +  "type": [
      +    "string",
      +    "null"
      +  ]
      +}
    • addedOutput schema / properties / lineage / properties / numeric_value
      Added value: +{
      +  "description": "The raw reported value. Null when the fact carries no numeric value.",
      +  "type": [
      +    "number",
      +    "null"
      +  ]
      +}
    • addedOutput schema / properties / lineage / properties / period_end
      Added value: +{
      +  "description": "End of the reporting window (YYYY-MM-DD), or the instant date for balance-sheet facts.",
      +  "type": [
      +    "string",
      +    "null"
      +  ]
      +}
    • addedOutput schema / properties / lineage / properties / period_span_days
      Added value: +{
      +  "description": "Length of the reporting window in days. Null when not derivable.",
      +  "type": [
      +    "number",
      +    "null"
      +  ]
      +}
    • addedOutput schema / properties / lineage / properties / period_start
      Added value: +{
      +  "description": "Start of the reporting window (YYYY-MM-DD). Null for instant (balance-sheet) facts.",
      +  "type": [
      +    "string",
      +    "null"
      +  ]
      +}
    • addedOutput schema / properties / lineage / properties / period_type
      Added value: +{
      +  "description": "Coarse duration class: instant | quarterly | half_year | nine_month | annual | duration. A single 10-K tags BOTH a 12-month figure and a 3-month Q4 stub at the same period_end, so this is what stops a stub being quoted as the annual number.",
      +  "type": "string"
      +}
    • addedOutput schema / properties / lineage / properties / source_url
      Added value: +{
      +  "description": "SEC filing-index URL. Null when the filing join found nothing.",
      +  "type": [
      +    "string",
      +    "null"
      +  ]
      +}
    • addedOutput schema / properties / lineage / properties / standard_concept
      Added value: +{
      +  "description": "Valuein's standardized concept name (TotalRevenue, NetIncome, …); null when the raw tag is unmapped.",
      +  "type": [
      +    "string",
      +    "null"
      +  ]
      +}
    • addedOutput schema / properties / lineage / properties / ticker
      Added value: +{
      +  "description": "Uppercase ticker the lookup resolved through.",
      +  "type": "string"
      +}
    • addedOutput schema / properties / lineage / properties / unit
      Added value: +{
      +  "description": "Unit of the value, e.g. USD, USD/share, shares.",
      +  "type": "string"
      +}
    • addedOutput schema / properties / lineage / required
      Added value: +[
      +  "fact_id",
      +  "entity_id",
      +  "ticker",
      +  "company_name",
      +  "accession_id",
      +  "concept",
      +  "standard_concept",
      +  "unit",
      +  "numeric_value",
      +  "derived_quarterly_value",
      +  "display",
      +  "derived_quarterly_display",
      +  "accepted_at",
      +  "source_url",
      +  "inline_viewer_url",
      +  "document_url",
      +  "filing_date",
      +  "form_type",
      +  "period_start",
      +  "period_end",
      +  "period_span_days",
      +  "period_type"
      +]
  5. Changed2 schema fields changed
    • changedInput schema / properties / ticker / description
      Previous value: -"Stock ticker symbol, e.g. AAPL, MSFT, BRK.B"New value: +"Stock ticker symbol, e.g. AAPL, MSFT, BRK.B — or a CIK (SEC identifier), e.g. '0000320193'."
    • changedInput schema / properties / ticker / pattern
      Previous value: -"^[A-Za-z.\\-]+$"New value: +"^[A-Za-z0-9.\\-]+$"
  6. 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"
      +}
  7. 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"
      +}
  8. Changed3 schema fields changed
    • changedInput schema / properties / as_of_date / description
      Previous value: -"Point-in-time cutoff (YYYY-MM-DD) used with `concept`. Returns the most recently known fact whose 10-K / 10-Q filing was accepted by SEC on or before this date — true PIT, no lookahead bias.  Any calendar date works (not limited to fiscal-period closes); the latest preceding filing is returned.  This is the canonical name shared by every other PIT tool in the suite; supersedes the legacy `period_end` parameter on this tool."New value: +"Point-in-time cutoff (YYYY-MM-DD) used with `concept` — returns the latest fact whose 10-K/10-Q was accepted by SEC on or before this date (true PIT, no lookahead; any calendar date works). Canonical name across the suite; supersedes the legacy `period_end`."
    • changedInput schema / properties / concept / description
      Previous value: -"Standard concept name to look up the most recently known fact for. Use this when you don't have a fact_id. Covers the full fundamentals + capital-allocation set: income statement (TotalRevenue, CostOfRevenue, GrossProfit, OperatingIncome, OperatingExpenses, ResearchAndDevelopment, NetIncome, EPSDiluted), balance sheet (TotalAssets, TotalLiabilities, StockholdersEquity, StockholdersEquityIncludingNCI, CashAndEquivalents, TotalDebt), and cash flow (OperatingCashFlow, CAPEX, Dividends, ShareBuyback, DebtIssuance, DebtRepayment, Acquisitions, Divestitures). Provide either concept OR fact_id."New value: +"Standard concept to look up the most recently known fact for (see the enum for the full fundamentals + capital-allocation set). Use this when you don't have a fact_id. Provide either concept OR fact_id."
    • changedInput schema / properties / period_end / description
      Previous value: -"[DEPRECATED — pass `as_of_date` instead.] Filing-acceptance cutoff (YYYY-MM-DD) used with `concept`. The name is misleading — it actually filters on filing accepted_at, not on the period_end of the returned fact (the returned fact's period_end is whatever the SEC filed, e.g. a Q3 cumulative figure). Kept for one release for backwards compat; new callers MUST use `as_of_date`."New value: +"[DEPRECATED — pass `as_of_date` instead.] Filing-acceptance cutoff (YYYY-MM-DD) used with `concept`; despite the name it filters on filing accepted_at, not the returned fact's period_end. Kept one release for back-compat."
  9. Changed1 schema field changed
    • addedOutput schema / properties / _meta / properties / pit_safe / description
      Added value: +"true iff a zero-look-ahead point-in-time cut was applied to every returned figure"
  10. Changed1 schema field changed
    • changedOutput schema / properties / lineage / description
      Previous value: -"Full provenance: fact_id, concept, value, source accession, SEC EDGAR URL, form_type, first_filed_at, latest_accepted_at, restated flag"New value: +"Full provenance: fact_id, concept, value, unit, period_end, source accession, SEC EDGAR URL, form_type, accepted_at, plus duration context — period_start, period_span_days, and period_type (instant | quarterly | half_year | nine_month | annual | duration) so a 3-month stub is never mistaken for the 12-month figure."
  11. Changed2 schema fields changed
    • changedInput schema / properties / concept / description
      Previous value: -"Standard concept name to look up the most recently known fact for. Use this when you don't have a fact_id. Allowed: TotalRevenue, NetIncome, EPSDiluted, TotalAssets, TotalLiabilities, OperatingCashFlow, CAPEX. Provide either concept OR fact_id."New value: +"Standard concept name to look up the most recently known fact for. Use this when you don't have a fact_id. Covers the full fundamentals + capital-allocation set: income statement (TotalRevenue, CostOfRevenue, GrossProfit, OperatingIncome, OperatingExpenses, ResearchAndDevelopment, NetIncome, EPSDiluted), balance sheet (TotalAssets, TotalLiabilities, StockholdersEquity, StockholdersEquityIncludingNCI, CashAndEquivalents, TotalDebt), and cash flow (OperatingCashFlow, CAPEX, Dividends, ShareBuyback, DebtIssuance, DebtRepayment, Acquisitions, Divestitures). Provide either concept OR fact_id."
    • changedInput schema / properties / concept / enum
      Previous value: -[
      -  "TotalRevenue",
      -  "NetIncome",
      -  "EPSDiluted",
      -  "TotalAssets",
      -  "TotalLiabilities",
      -  "OperatingCashFlow",
      -  "CAPEX"
      -]New value: +[
      +  "TotalRevenue",
      +  "CostOfRevenue",
      +  "GrossProfit",
      +  "OperatingIncome",
      +  "OperatingExpenses",
      +  "ResearchAndDevelopment",
      +  "NetIncome",
      +  "EPSDiluted",
      +  "TotalAssets",
      +  "TotalLiabilities",
      +  "StockholdersEquity",
      +  "StockholdersEquityIncludingNCI",
      +  "CashAndEquivalents",
      +  "TotalDebt",
      +  "OperatingCashFlow",
      +  "CAPEX",
      +  "Dividends",
      +  "ShareBuyback",
      +  "DebtIssuance",
      +  "DebtRepayment",
      +  "Acquisitions",
      +  "Divestitures"
      +]
  12. Changed1 schema field changed
    • changedOutput schema / (root)
      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"
      +    },
      +    "lineage": {
      +      "additionalProperties": true,
      +      "description": "Full provenance: fact_id, concept, value, source accession, SEC EDGAR URL, form_type, first_filed_at, latest_accepted_at, restated flag",
      +      "properties": {},
      +      "type": "object"
      +    },
      +    "lookup_by": {
      +      "description": "How the fact was located: 'fact_id' or 'concept'",
      +      "type": "string"
      +    },
      +    "verified": {
      +      "description": "True when the fact was located and its provenance resolved",
      +      "type": "boolean"
      +    }
      +  },
      +  "required": [
      +    "_meta",
      +    "verified",
      +    "lookup_by"
      +  ],
      +  "type": "object"
      +}
  13. Changed2 schema fields changed
    • changedInput schema / properties / concept / description
      Previous value: -"Standard concept name to look up the most recently known fact for. Use this when you don't have a fact_id. Allowed: TotalRevenue, NetIncome, EPS_Diluted, TotalAssets, TotalLiabilities, OperatingCashFlow, CAPEX. Provide either concept OR fact_id."New value: +"Standard concept name to look up the most recently known fact for. Use this when you don't have a fact_id. Allowed: TotalRevenue, NetIncome, EPSDiluted, TotalAssets, TotalLiabilities, OperatingCashFlow, CAPEX. Provide either concept OR fact_id."
    • changedInput schema / properties / concept / enum
      Previous value: -[
      -  "TotalRevenue",
      -  "NetIncome",
      -  "EPS_Diluted",
      -  "TotalAssets",
      -  "TotalLiabilities",
      -  "OperatingCashFlow",
      -  "CAPEX"
      -]New value: +[
      +  "TotalRevenue",
      +  "NetIncome",
      +  "EPSDiluted",
      +  "TotalAssets",
      +  "TotalLiabilities",
      +  "OperatingCashFlow",
      +  "CAPEX"
      +]
  14. Changed2 schema fields changed
    • addedInput schema / properties / as_of_date
      Added value: +{
      +  "description": "Point-in-time cutoff (YYYY-MM-DD) used with `concept`. Returns the most recently known fact whose 10-K / 10-Q filing was accepted by SEC on or before this date — true PIT, no lookahead bias.  Any calendar date works (not limited to fiscal-period closes); the latest preceding filing is returned.  This is the canonical name shared by every other PIT tool in the suite; supersedes the legacy `period_end` parameter on this tool.",
      +  "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      +  "type": "string"
      +}
    • changedInput schema / properties / period_end / description
      Previous value: -"Optional point-in-time cutoff (YYYY-MM-DD) used with `concept`. Returns the most recently known fact whose 10-K / 10-Q filing was accepted by SEC on or before this date — true PIT, no lookahead bias. Any calendar date works (not limited to fiscal-period closes); the latest preceding filing is returned. Ignored when `fact_id` is supplied."New value: +"[DEPRECATED — pass `as_of_date` instead.] Filing-acceptance cutoff (YYYY-MM-DD) used with `concept`. The name is misleading — it actually filters on filing accepted_at, not on the period_end of the returned fact (the returned fact's period_end is whatever the SEC filed, e.g. a Q3 cumulative figure). Kept for one release for backwards compat; new callers MUST use `as_of_date`."
  15. Changed7 schema fields changed
    • addedInput schema / $schema
      Added value: +"http://json-schema.org/draft-07/schema#"
    • addedInput schema / additionalProperties
      Added value: +false
    • addedInput schema / properties / concept
      Added value: +{
      +  "description": "Standard concept name to look up the most recently known fact for. Use this when you don't have a fact_id. Allowed: TotalRevenue, NetIncome, EPS_Diluted, TotalAssets, TotalLiabilities, OperatingCashFlow, CAPEX. Provide either concept OR fact_id.",
      +  "enum": [
      +    "TotalRevenue",
      +    "NetIncome",
      +    "EPS_Diluted",
      +    "TotalAssets",
      +    "TotalLiabilities",
      +    "OperatingCashFlow",
      +    "CAPEX"
      +  ],
      +  "type": "string"
      +}
    • addedInput schema / properties / fact_id
      Added value: +{
      +  "description": "Deterministic fact identity hash: SHA-256(entity_id|accession_id|concept|period_end|unit). 64-char lowercase hex. Use this when you already have the hash from a previous query. Provide either fact_id OR concept (not both required, but at least one must be set).",
      +  "pattern": "^[0-9a-f]{64}$",
      +  "type": "string"
      +}
    • addedInput schema / properties / period_end
      Added value: +{
      +  "description": "Optional point-in-time cutoff (YYYY-MM-DD) used with `concept`. Returns the most recently known fact whose 10-K / 10-Q filing was accepted by SEC on or before this date — true PIT, no lookahead bias. Any calendar date works (not limited to fiscal-period closes); the latest preceding filing is returned. Ignored when `fact_id` is supplied.",
      +  "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      +  "type": "string"
      +}
    • addedInput schema / properties / ticker
      Added value: +{
      +  "description": "Stock ticker symbol, e.g. AAPL, MSFT, BRK.B",
      +  "maxLength": 10,
      +  "minLength": 1,
      +  "pattern": "^[A-Za-z.\\-]+$",
      +  "type": "string"
      +}
    • addedInput schema / required
      Added value: +[
      +  "ticker"
      +]
  16. Changed5 schema fields changed
    • removedInput schema / $schema
      Removed value: -"http://json-schema.org/draft-07/schema#"
    • removedInput schema / additionalProperties
      Removed value: -false
    • removedInput schema / properties / fact_id
      Removed value: -{
      -  "description": "The deterministic fact identity hash: SHA-256(entity_id|accession_id|concept|period_end|unit). 64-character lowercase hex string.",
      -  "pattern": "^[0-9a-f]{64}$",
      -  "type": "string"
      -}
    • removedInput schema / properties / ticker
      Removed value: -{
      -  "description": "Stock ticker symbol, e.g. AAPL, MSFT, BRK.B",
      -  "maxLength": 10,
      -  "minLength": 1,
      -  "pattern": "^[A-Za-z.\\-]+$",
      -  "type": "string"
      -}
    • removedInput schema / required
      Removed value: -[
      -  "ticker",
      -  "fact_id"
      -]
  17. First observed

TDQS

A4.1/5.0
Behavior3/5

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

Annotations already declare readOnlyHint=true, idempotentHint=true, destructiveHint=false and closed-world behavior, so the safety profile is covered. The description adds little beyond the schema about behavior — no rate limits, auth notes, or edge cases (e.g. what happens when neither concept nor fact_id resolves).

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

Conciseness4/5

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

Three sentences, front-loaded with the return contents and then the usage rule. The field enumeration partly duplicates the output schema, but the routing guidance earns its space.

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?

With an output schema present, the description need not explain return values in detail, and annotations plus full schema coverage carry the rest. It is complete enough to call correctly, missing only edge-case behavior for unresolved inputs.

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 the baseline is 3, but the description adds real meaning: fact_id comes from an earlier get_company_fundamentals result, concept traces the latest value, and the fact_id/concept alternative is framed as a selection rule. That is useful beyond the schema's field-level text.

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 verb+resource ('Returns one reported figure with its source') and enumerates the returned fields, so an agent knows exactly what comes back. It is clearly differentiated from verify_facts (many figures) and get_company_fundamentals (the source of fact_ids).

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?

It gives an explicit trigger ('when the user asks which filing reported a number') and routes to the two relevant alternatives for the single-figure and bulk cases. It does not state exclusions or when-not-to-use, so it falls short of the top tier.

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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