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Valuein — SEC EDGAR Fundamentals & Smart-Money Data

Trace many figures to filings

verify_facts
Read-onlyIdempotent

Returns, for up to 50 fact_ids in one call, each figure's source filing or a not-found code and message, plus counts of requested, found and missing. Use this when the user wants a list of cited figures checked against SEC filings. Duplicate pairs are checked once, and a lookup by concept rather than fact_id comes from verify_fact_lineage.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
factsYes1 to 50 pairs of ticker and fact_id to check, e.g. [{"ticker": "AAPL", "fact_id": "8a02707ced0d5a157ed2cdb28df035e52250daf4d0699952f7fc5420e1ce3afa"}].

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
_metaYesProvenance envelope — data lineage for every MCP response
resultsYesCheck `found` before reading `lineage`.
summaryYesCounts over `results`. Quote `missing` when reporting coverage — it is the number of figures you could NOT tie to a filing.

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed20 schema fields changed
    • changedInput schema / properties / facts / description
      Previous value: -"The facts to verify, 1–50 of them. Group a report's whole citation list here rather than calling once per figure. Duplicate (ticker, fact_id) pairs are resolved once and returned once, in first-seen order."New value: +"1 to 50 pairs of ticker and fact_id to check, e.g. [{\"ticker\": \"AAPL\", \"fact_id\": \"8a02707ced0d5a157ed2cdb28df035e52250daf4d0699952f7fc5420e1ce3afa\"}]."
    • changedInput schema / properties / facts / items / properties / fact_id / description
      Previous value: -"Deterministic fact identity hash: SHA-256(entity_id|accession_id|concept|period_end|unit), 64-char lowercase hex, exactly as a previous tool result gave it to you. Never invent one."New value: +"64-character lowercase hex fact_id as an earlier result gave it, e.g. 8a02707ced0d5a157ed2cdb28df035e52250daf4d0699952f7fc5420e1ce3afa."
    • changedInput schema / properties / facts / items / properties / ticker / description
      Previous value: -"Stock ticker symbol, e.g. AAPL, MSFT, BRK.B — or a CIK (SEC identifier), e.g. '0000320193'. The company the fact belongs to; a fact_id is only resolvable against its own filer."New value: +"Ticker symbol or SEC CIK of the company that reported the fact, 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 / results / description
      Previous value: -"One entry per UNIQUE requested pair, in first-seen order. Check `found` before reading `lineage`."New value: +"Check `found` before reading `lineage`."
    • changedOutput schema / properties / results / items / anyOf
      Previous value: -[
      -  {
      -    "additionalProperties": false,
      -    "properties": {
      -      "fact_id": {
      -        "description": "The fact_id this item asked about — echoed so a caller can key results without relying on order.",
      -        "type": "string"
      -      },
      -      "found": {
      -        "const": true,
      -        "description": "The fact resolved; `lineage` carries its full provenance chain.",
      -        "type": "boolean"
      -      },
      -      "lineage": {
      -        "additionalProperties": false,
      -        "description": "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.",
      -        "properties": {
      -          "accepted_at": {
      -            "description": "SEC acceptance timestamp (ISO 8601) — the moment this number became public. The PIT cut is taken on this.",
      -            "type": [
      -              "string",
      -              "null"
      -            ]
      -          },
      -          "accession_id": {
      -            "description": "SEC accession number of the filing that reported this value, e.g. 0000320193-24-000123.",
      -            "type": "string"
      -          },
      -          "company_name": {
      -            "description": "Registrant name as filed.",
      -            "type": "string"
      -          },
      -          "concept": {
      -            "description": "Raw XBRL tag as the filer used it, e.g. us-gaap:Revenues.",
      -            "type": "string"
      -          },
      -          "derived_quarterly_display": {
      -            "description": "`derived_quarterly_value` rendered the same way. Null when that value is null.",
      -            "type": [
      -              "string",
      -              "null"
      -            ]
      -          },
      -          "derived_quarterly_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"
      -            ]
      -          },
      -          "display": {
      -            "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"
      -            ]
      -          },
      -          "document_url": {
      -            "description": "Direct link to the rendered primary document (not the index page). Null when the primary document is unknown.",
      -            "type": [
      -              "string",
      -              "null"
      -            ]
      -          },
      -          "entity_id": {
      -            "description": "Zero-padded 10-digit SEC CIK of the filer. (The key is named entity_id — there is no `cik` field.)",
      -            "type": "string"
      -          },
      -          "fact_id": {
      -            "description": "Deterministic fact identity: SHA-256(entity_id|accession_id|concept|period_end|unit), 64-char lowercase hex.",
      -            "type": "string"
      -          },
      -          "filing_date": {
      -            "description": "Filing date (YYYY-MM-DD). Null when the filing join found nothing.",
      -            "type": [
      -              "string",
      -              "null"
      -            ]
      -          },
      -          "form_type": {
      -            "description": "Filing form type — 10-K, 10-Q, 8-K, 20-F. Null when the filing join found nothing.",
      -            "type": [
      -              "string",
      -              "null"
      -            ]
      -          },
      -          "inline_viewer_url": {
      -            "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"
      -            ]
      -          },
      -          "numeric_value": {
      -            "description": "The raw reported value. Null when the fact carries no numeric value.",
      -            "type": [
      -              "number",
      -              "null"
      -            ]
      -          },
      -          "period_end": {
      -            "description": "End of the reporting window (YYYY-MM-DD), or the instant date for balance-sheet facts.",
      -            "type": [
      -              "string",
      -              "null"
      -            ]
      -          },
      -          "period_span_days": {
      -            "description": "Length of the reporting window in days. Null when not derivable.",
      -            "type": [
      -              "number",
      -              "null"
      -            ]
      -          },
      -          "period_start": {
      -            "description": "Start of the reporting window (YYYY-MM-DD). Null for instant (balance-sheet) facts.",
      -            "type": [
      -              "string",
      -              "null"
      -            ]
      -          },
      -          "period_type": {
      -            "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"
      -          },
      -          "source_url": {
      -            "description": "SEC filing-index URL. Null when the filing join found nothing.",
      -            "type": [
      -              "string",
      -              "null"
      -            ]
      -          },
      -          "standard_concept": {
      -            "description": "Valuein's standardized concept name (TotalRevenue, NetIncome, …); null when the raw tag is unmapped.",
      -            "type": [
      -              "string",
      -              "null"
      -            ]
      -          },
      -          "ticker": {
      -            "description": "Uppercase ticker the lookup resolved through.",
      -            "type": "string"
      -          },
      -          "unit": {
      -            "description": "Unit of the value, e.g. USD, USD/share, shares.",
      -            "type": "string"
      -          }
      -        },
      -        "required": [
      -          "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"
      -        ],
      -        "type": "object"
      -      },
      -      "ticker": {
      -        "description": "The uppercased ticker (or CIK) this item asked about.",
      -        "type": "string"
      -      }
      -    },
      -    "required": [
      -      "ticker",
      -      "fact_id",
      -      "found",
      -      "lineage"
      -    ],
      -    "type": "object"
      -  },
      -  {
      -    "additionalProperties": false,
      -    "properties": {
      -      "error": {
      -        "additionalProperties": false,
      -        "description": "Why this item could not be resolved. Never fabricate a lineage for an item that carries this.",
      -        "properties": {
      -          "code": {
      -            "description": "Machine-readable reason: TICKER_NOT_FOUND (the company is outside the bucket your plan reads), DATA_NOT_AVAILABLE_FOR_PERIOD (the period is outside your history window), DATA_NOT_FOUND / FACT_NOT_FOUND (no fact carries that fact_id for that company), or any other code the lookup raised — the original code is preserved, never flattened.",
      -            "type": "string"
      -          },
      -          "message": {
      -            "description": "Human-readable detail for this item.",
      -            "type": "string"
      -          }
      -        },
      -        "required": [
      -          "code",
      -          "message"
      -        ],
      -        "type": "object"
      -      },
      -      "fact_id": {
      -        "description": "The fact_id this item asked about.",
      -        "type": "string"
      -      },
      -      "found": {
      -        "const": false,
      -        "description": "This one fact could not be resolved. The other items in the call are unaffected — read them.",
      -        "type": "boolean"
      -      },
      -      "ticker": {
      -        "description": "The uppercased ticker (or CIK) this item asked about.",
      -        "type": "string"
      -      }
      -    },
      -    "required": [
      -      "ticker",
      -      "fact_id",
      -      "found",
      -      "error"
      -    ],
      -    "type": "object"
      -  }
      -]New value: +[
      +  {
      +    "additionalProperties": false,
      +    "properties": {
      +      "fact_id": {
      +        "description": "The fact_id this item asked about — echoed so a caller can key results without relying on order.",
      +        "type": "string"
      +      },
      +      "found": {
      +        "const": true,
      +        "description": "The fact resolved; `lineage` carries its full provenance chain.",
      +        "type": "boolean"
      +      },
      +      "lineage": {
      +        "additionalProperties": false,
      +        "description": "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.",
      +        "properties": {
      +          "accepted_at": {
      +            "description": "SEC acceptance timestamp (ISO 8601) — the moment this number became public. The PIT cut is taken on this.",
      +            "type": [
      +              "string",
      +              "null"
      +            ]
      +          },
      +          "accession_id": {
      +            "description": "SEC accession number of the filing that reported this value, e.g. 0000320193-24-000123.",
      +            "type": "string"
      +          },
      +          "company_name": {
      +            "description": "Registrant name as filed.",
      +            "type": "string"
      +          },
      +          "concept": {
      +            "description": "Raw XBRL tag as the filer used it, e.g. us-gaap:Revenues.",
      +            "type": "string"
      +          },
      +          "derived_quarterly_display": {
      +            "description": "`derived_quarterly_value` rendered the same way. Null when that value is null.",
      +            "type": [
      +              "string",
      +              "null"
      +            ]
      +          },
      +          "derived_quarterly_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"
      +            ]
      +          },
      +          "display": {
      +            "description": "Null when `numeric_value` is null.",
      +            "type": [
      +              "string",
      +              "null"
      +            ]
      +          },
      +          "document_url": {
      +            "description": "Direct link to the rendered primary document (not the index page). Null when the primary document is unknown.",
      +            "type": [
      +              "string",
      +              "null"
      +            ]
      +          },
      +          "entity_id": {
      +            "description": "Zero-padded 10-digit SEC CIK of the filer. (The key is named entity_id — there is no `cik` field.)",
      +            "type": "string"
      +          },
      +          "fact_id": {
      +            "description": "Deterministic fact identity: SHA-256(entity_id|accession_id|concept|period_end|unit), 64-char lowercase hex.",
      +            "type": "string"
      +          },
      +          "filing_date": {
      +            "description": "Filing date (YYYY-MM-DD). Null when the filing join found nothing.",
      +            "type": [
      +              "string",
      +              "null"
      +            ]
      +          },
      +          "form_type": {
      +            "description": "Filing form type — 10-K, 10-Q, 8-K, 20-F. Null when the filing join found nothing.",
      +            "type": [
      +              "string",
      +              "null"
      +            ]
      +          },
      +          "inline_viewer_url": {
      +            "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"
      +            ]
      +          },
      +          "numeric_value": {
      +            "description": "The raw reported value. Null when the fact carries no numeric value.",
      +            "type": [
      +              "number",
      +              "null"
      +            ]
      +          },
      +          "period_end": {
      +            "description": "End of the reporting window (YYYY-MM-DD), or the instant date for balance-sheet facts.",
      +            "type": [
      +              "string",
      +              "null"
      +            ]
      +          },
      +          "period_span_days": {
      +            "description": "Length of the reporting window in days. Null when not derivable.",
      +            "type": [
      +              "number",
      +              "null"
      +            ]
      +          },
      +          "period_start": {
      +            "description": "Start of the reporting window (YYYY-MM-DD). Null for instant (balance-sheet) facts.",
      +            "type": [
      +              "string",
      +              "null"
      +            ]
      +          },
      +          "period_type": {
      +            "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"
      +          },
      +          "source_url": {
      +            "description": "SEC filing-index URL. Null when the filing join found nothing.",
      +            "type": [
      +              "string",
      +              "null"
      +            ]
      +          },
      +          "standard_concept": {
      +            "type": [
      +              "string",
      +              "null"
      +            ]
      +          },
      +          "ticker": {
      +            "description": "Uppercase ticker the lookup resolved through.",
      +            "type": "string"
      +          },
      +          "unit": {
      +            "description": "Unit of the value, e.g. USD, USD/share, shares.",
      +            "type": "string"
      +          }
      +        },
      +        "required": [
      +          "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"
      +        ],
      +        "type": "object"
      +      },
      +      "ticker": {
      +        "description": "The uppercased ticker (or CIK) this item asked about.",
      +        "type": "string"
      +      }
      +    },
      +    "required": [
      +      "ticker",
      +      "fact_id",
      +      "found",
      +      "lineage"
      +    ],
      +    "type": "object"
      +  },
      +  {
      +    "additionalProperties": false,
      +    "properties": {
      +      "error": {
      +        "additionalProperties": false,
      +        "description": "Why this item could not be resolved.",
      +        "properties": {
      +          "code": {
      +            "type": "string"
      +          },
      +          "message": {
      +            "description": "Human-readable detail for this item.",
      +            "type": "string"
      +          }
      +        },
      +        "required": [
      +          "code",
      +          "message"
      +        ],
      +        "type": "object"
      +      },
      +      "fact_id": {
      +        "description": "The fact_id this item asked about.",
      +        "type": "string"
      +      },
      +      "found": {
      +        "const": false,
      +        "description": "This one fact could not be resolved. The other items in the call are unaffected — read them.",
      +        "type": "boolean"
      +      },
      +      "ticker": {
      +        "description": "The uppercased ticker (or CIK) this item asked about.",
      +        "type": "string"
      +      }
      +    },
      +    "required": [
      +      "ticker",
      +      "fact_id",
      +      "found",
      +      "error"
      +    ],
      +    "type": "object"
      +  }
      +]
  2. 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."
  3. Added

TDQS

A4.7/5.0
Behavior4/5

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

Annotations already cover safety (readOnly, idempotent, non-destructive, closed-world), so the description earns credit for adding per-item failure handling (not-found code and message), batch-size cap, and dedup semantics ("Duplicate pairs are checked once") — behavior an agent cannot read off the annotations. It stops short of noting rate limits or what a partial-failure response looks like in detail.

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?

Two dense sentences with zero filler; the return shape and batch limit are front-loaded, followed by the usage trigger and the sibling disambiguation. Every clause carries information.

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?

An output schema exists, so return values need no elaboration, yet the description still flags the not-found code path and counts. All an agent needs to call this correctly — input shape, batch cap, dedup behavior, and the alternative for concept-based lookups — is present.

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% and the schema already documents `facts`, ticker format, fact_id hex pattern, and maxItems 50, so baseline is 3. The description adds the dedup rule for duplicate ticker/fact_id pairs, which is genuinely new semantic information not expressible in the schema, lifting this above baseline.

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?

States a specific verb and resource: returns each figure's source filing or a not-found code, plus found/missing counts, for up to 50 fact_ids. It explicitly distinguishes itself from the sibling `verify_fact_lineage` by input type (fact_id vs concept), so an agent can route without opening either schema.

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?

Gives an explicit when-to-use trigger ("when the user wants a list of cited figures checked against SEC filings") and names the alternative tool with the condition that selects it ("a lookup by concept rather than fact_id comes from `verify_fact_lineage`"). No inference required.

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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