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Valuein — SEC EDGAR Fundamentals & Smart-Money Data

Verify Facts (batch)

verify_facts
Read-onlyIdempotent

Resolve MANY cited facts to their SEC filings in ONE call — the batch form of verify_fact_lineage. Use this whenever you are checking a LIST of figures rather than a single number: reviewing a report's citations, auditing a thesis's evidence, or confirming every figure in a draft before you sign it. A 30-figure report is one call here and 30 calls with verify_fact_lineage.

Use verify_fact_lineage INSTEAD when you have one figure, or when you do not have a fact_id and need the concept-name lookup (concept + as_of_date) — this tool resolves by fact_id only.

A MISS IS DATA, NOT A FAILURE: each item comes back found:true with its full lineage, or found:false with an error code and message. One unresolvable fact_id never costs you the other verdicts, so read every item — summary gives you requested / found / missing at a glance.

Duplicate (ticker, fact_id) pairs are collapsed before anything is read, so summary.requested counts UNIQUE pairs and may be lower than the number of entries you sent; results come back in first-seen order. Maximum 50 facts per call.

Never state a figure this tool returned found:false for, and never fabricate a lineage it did not return. Available on all plans; each fact is subject to the same tier reach as verify_fact_lineage.

DERIVED FIGURES: an item may be { derived_id } instead of { ticker, fact_id }. A figure a Valuein tool computed (a margin, a growth rate, free cash flow) carries a derived_id; this tool re-reads its input facts from the filings, re-runs the registered formula and returns the recomputed lineage.display plus a derived block listing the inputs. Compare lineage.display to the figure you stated. A derived item is found:false with UNKNOWN_FORMULA, INPUT_NOT_FOUND (incl. an input not yet accepted at as_of_date), INPUT_UNAVAILABLE, UNDEFINED_RESULT, INVALID_ARGUMENT or ENTITLEMENT_DENIED when it cannot be proven (permanent), or UPSTREAM_UNAVAILABLE / STALE_SNAPSHOT / RATE_LIMITED when the read failed (transient, retry). At most 5 distinct companies across derived items per call; chunk larger sets. as_of_date (YYYY-MM-DD) applies the point-in-time cut to every derived input.

Input Schema

NameRequiredDescriptionDefault
factsYesThe 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.
as_of_dateNoPoint-in-time cut (YYYY-MM-DD) for `derived_id` items: an input whose filing was accepted after this date is INPUT_NOT_FOUND. Fact items are unaffected.

Output Schema

NameRequiredDescriptionDefault
_metaYesProvenance envelope — data lineage for every MCP response
resultsYesOne entry per UNIQUE requested pair, in first-seen order. Check `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. Changed1 schema field changed
    • changedOutput schema / properties / _meta / properties / cost_usd / properties / basis / description
      Previous value: -"payg_charge = real charge (agent-pay or your balance). payg_rate_card = indicative price, not billed."New value: +"payg_charge = real pay-per-call charge (a card or MPP payment through agent-pay). payg_rate_card = indicative price, not billed."
  2. Changed2 schema fields changed
    • changedOutput schema / properties / _meta / properties / cost_usd / properties / basis / description
      Previous value: -"payg_charge = real agent-pay charge. payg_rate_card = indicative price, not billed."New value: +"payg_charge = real charge (agent-pay or your balance). payg_rate_card = indicative price, not billed."
    • changedOutput schema / properties / _meta / properties / cost_usd / properties / billed / description
      Previous value: -"true = this amount was actually charged via PAYG for this call. false = indicative PAYG-equivalent value; your plan already covers this call for free."New value: +"true = this amount was actually charged via PAYG for this call. false = indicative PAYG-equivalent value only: no charge was made for this call (it was within your plan)."
  3. Changed1 schema field changed
    • changedOutput schema / properties / results / items / anyOf
      Previous value: -[
      -  {
      -    "additionalProperties": false,
      -    "properties": {
      -      "derived": {
      -        "additionalProperties": false,
      -        "description": "Present on a re-derived (`drv1:`) item: the formula and the input facts the engine re-read. `lineage.display` is the engine's recomputed figure.",
      -        "properties": {
      -          "formula_id": {
      -            "description": "The registered formula that was re-run, e.g. margin.gross@1.",
      -            "type": "string"
      -          },
      -          "inputs": {
      -            "description": "The facts the figure was recomputed from; empty for a pipeline-computed ratio.",
      -            "items": {
      -              "additionalProperties": false,
      -              "properties": {
      -                "concept": {
      -                  "description": "That input's standard concept.",
      -                  "type": [
      -                    "string",
      -                    "null"
      -                  ]
      -                },
      -                "display": {
      -                  "description": "That input fact, rendered.",
      -                  "type": [
      -                    "string",
      -                    "null"
      -                  ]
      -                },
      -                "fact_id": {
      -                  "description": "The source fact that filled the role.",
      -                  "type": "string"
      -                },
      -                "period_end": {
      -                  "description": "That input's period end (YYYY-MM-DD).",
      -                  "type": [
      -                    "string",
      -                    "null"
      -                  ]
      -                },
      -                "role": {
      -                  "description": "The role this input plays in the formula.",
      -                  "type": "string"
      -                }
      -              },
      -              "required": [
      -                "role",
      -                "fact_id",
      -                "display",
      -                "period_end",
      -                "concept"
      -              ],
      -              "type": "object"
      -            },
      -            "type": "array"
      -          }
      -        },
      -        "required": [
      -          "formula_id",
      -          "inputs"
      -        ],
      -        "type": "object"
      -      },
      -      "derived_id": {
      -        "description": "Set when this item was a `drv1:` derived id (echoed).",
      -        "type": "string"
      -      },
      -      "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": {
      -      "derived_id": {
      -        "$ref": "#/properties/results/items/anyOf/0/properties/derived_id"
      -      },
      -      "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. Derived items add INVALID_ARGUMENT, UNKNOWN_FORMULA, INPUT_NOT_FOUND, INPUT_UNAVAILABLE, UNDEFINED_RESULT and ENTITLEMENT_DENIED (permanent: a human must act) and pass the data layer's transient codes through unchanged (UPSTREAM_UNAVAILABLE, STALE_SNAPSHOT, RATE_LIMITED, R2_CONCURRENCY, INTERNAL_ERROR: retry).",
      -            "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": {
      +      "derived": {
      +        "additionalProperties": false,
      +        "description": "Present on a re-derived (`drv1:`) item: the formula and the input facts the engine re-read. `lineage.display` is the engine's recomputed figure.",
      +        "properties": {
      +          "formula_id": {
      +            "description": "The registered formula that was re-run, e.g. margin.gross@1.",
      +            "type": "string"
      +          },
      +          "inputs": {
      +            "description": "The facts the figure was recomputed from; empty for a pipeline-computed ratio.",
      +            "items": {
      +              "additionalProperties": false,
      +              "properties": {
      +                "concept": {
      +                  "description": "That input's standard concept.",
      +                  "type": [
      +                    "string",
      +                    "null"
      +                  ]
      +                },
      +                "display": {
      +                  "description": "That input fact, rendered.",
      +                  "type": [
      +                    "string",
      +                    "null"
      +                  ]
      +                },
      +                "fact_id": {
      +                  "description": "The source fact that filled the role.",
      +                  "type": "string"
      +                },
      +                "period_end": {
      +                  "description": "That input's period end (YYYY-MM-DD).",
      +                  "type": [
      +                    "string",
      +                    "null"
      +                  ]
      +                },
      +                "role": {
      +                  "description": "The role this input plays in the formula.",
      +                  "type": "string"
      +                }
      +              },
      +              "required": [
      +                "role",
      +                "fact_id",
      +                "display",
      +                "period_end",
      +                "concept"
      +              ],
      +              "type": "object"
      +            },
      +            "type": "array"
      +          }
      +        },
      +        "required": [
      +          "formula_id",
      +          "inputs"
      +        ],
      +        "type": "object"
      +      },
      +      "derived_id": {
      +        "description": "Set when this item was a `drv1:` derived id (echoed).",
      +        "type": "string"
      +      },
      +      "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": {
      +      "derived_id": {
      +        "$ref": "#/properties/results/items/anyOf/0/properties/derived_id"
      +      },
      +      "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, or no fact carries that fact_id for that company), or any other code the lookup raised — the original code is preserved, never flattened. Derived items add INVALID_ARGUMENT, UNKNOWN_FORMULA, INPUT_NOT_FOUND, INPUT_UNAVAILABLE, UNDEFINED_RESULT and ENTITLEMENT_DENIED (permanent: a human must act) and pass the data layer's transient codes through unchanged (UPSTREAM_UNAVAILABLE, STALE_SNAPSHOT, RATE_LIMITED, INTERNAL_ERROR: retry).",
      +            "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"
      +  }
      +]
  4. Changed7 schema fields changed
    • addedInput schema / properties / as_of_date
      Added value: +{
      +  "description": "Point-in-time cut (YYYY-MM-DD) for `derived_id` items: an input whose filing was accepted after this date is INPUT_NOT_FOUND. Fact items are unaffected.",
      +  "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      +  "type": "string"
      +}
    • removedInput schema / properties / facts / items / additionalProperties
      Removed value: -false
    • addedInput schema / properties / facts / items / anyOf
      Added value: +[
      +  {
      +    "additionalProperties": false,
      +    "properties": {
      +      "fact_id": {
      +        "description": "Deterministic fact identity hash: SHA-256(entity_id|accession_id|concept|period_end|unit), 64-char lowercase hex, exactly as a previous tool result gave it to you. Never invent one.",
      +        "pattern": "^[0-9a-f]{64}$",
      +        "type": "string"
      +      },
      +      "ticker": {
      +        "description": "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.",
      +        "maxLength": 10,
      +        "minLength": 1,
      +        "pattern": "^[A-Za-z0-9.\\-]+$",
      +        "type": "string"
      +      }
      +    },
      +    "required": [
      +      "ticker",
      +      "fact_id"
      +    ],
      +    "type": "object"
      +  },
      +  {
      +    "additionalProperties": false,
      +    "properties": {
      +      "derived_id": {
      +        "description": "Citation id of a figure the server computed (`drv1:<cik>:<formula>@<v>:<role>=<fact_id>,...`), exactly as a tool result gave it to you. It is re-derived from its input facts. Never invent one.",
      +        "maxLength": 1024,
      +        "minLength": 1,
      +        "type": "string"
      +      }
      +    },
      +    "required": [
      +      "derived_id"
      +    ],
      +    "type": "object"
      +  }
      +]
    • removedInput schema / properties / facts / items / properties
      Removed value: -{
      -  "fact_id": {
      -    "description": "Deterministic fact identity hash: SHA-256(entity_id|accession_id|concept|period_end|unit), 64-char lowercase hex, exactly as a previous tool result gave it to you. Never invent one.",
      -    "pattern": "^[0-9a-f]{64}$",
      -    "type": "string"
      -  },
      -  "ticker": {
      -    "description": "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.",
      -    "maxLength": 10,
      -    "minLength": 1,
      -    "pattern": "^[A-Za-z0-9.\\-]+$",
      -    "type": "string"
      -  }
      -}
    • removedInput schema / properties / facts / items / required
      Removed value: -[
      -  "ticker",
      -  "fact_id"
      -]
    • removedInput schema / properties / facts / items / type
      Removed value: -"object"
    • 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": {
      +      "derived": {
      +        "additionalProperties": false,
      +        "description": "Present on a re-derived (`drv1:`) item: the formula and the input facts the engine re-read. `lineage.display` is the engine's recomputed figure.",
      +        "properties": {
      +          "formula_id": {
      +            "description": "The registered formula that was re-run, e.g. margin.gross@1.",
      +            "type": "string"
      +          },
      +          "inputs": {
      +            "description": "The facts the figure was recomputed from; empty for a pipeline-computed ratio.",
      +            "items": {
      +              "additionalProperties": false,
      +              "properties": {
      +                "concept": {
      +                  "description": "That input's standard concept.",
      +                  "type": [
      +                    "string",
      +                    "null"
      +                  ]
      +                },
      +                "display": {
      +                  "description": "That input fact, rendered.",
      +                  "type": [
      +                    "string",
      +                    "null"
      +                  ]
      +                },
      +                "fact_id": {
      +                  "description": "The source fact that filled the role.",
      +                  "type": "string"
      +                },
      +                "period_end": {
      +                  "description": "That input's period end (YYYY-MM-DD).",
      +                  "type": [
      +                    "string",
      +                    "null"
      +                  ]
      +                },
      +                "role": {
      +                  "description": "The role this input plays in the formula.",
      +                  "type": "string"
      +                }
      +              },
      +              "required": [
      +                "role",
      +                "fact_id",
      +                "display",
      +                "period_end",
      +                "concept"
      +              ],
      +              "type": "object"
      +            },
      +            "type": "array"
      +          }
      +        },
      +        "required": [
      +          "formula_id",
      +          "inputs"
      +        ],
      +        "type": "object"
      +      },
      +      "derived_id": {
      +        "description": "Set when this item was a `drv1:` derived id (echoed).",
      +        "type": "string"
      +      },
      +      "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": {
      +      "derived_id": {
      +        "$ref": "#/properties/results/items/anyOf/0/properties/derived_id"
      +      },
      +      "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. Derived items add INVALID_ARGUMENT, UNKNOWN_FORMULA, INPUT_NOT_FOUND, INPUT_UNAVAILABLE, UNDEFINED_RESULT and ENTITLEMENT_DENIED (permanent: a human must act) and pass the data layer's transient codes through unchanged (UPSTREAM_UNAVAILABLE, STALE_SNAPSHOT, RATE_LIMITED, R2_CONCURRENCY, INTERNAL_ERROR: retry).",
      +            "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"
      +  }
      +]
  5. Changed20 schema fields changed
    • changedInput schema / properties / facts / description
      Previous value: -"1 to 50 pairs of ticker and fact_id to check, e.g. [{\"ticker\": \"AAPL\", \"fact_id\": \"8a02707ced0d5a157ed2cdb28df035e52250daf4d0699952f7fc5420e1ce3afa\"}]."New 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."
    • changedInput schema / properties / facts / items / properties / fact_id / description
      Previous value: -"64-character lowercase hex fact_id as an earlier result gave it, e.g. 8a02707ced0d5a157ed2cdb28df035e52250daf4d0699952f7fc5420e1ce3afa."New 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."
    • changedInput schema / properties / facts / items / properties / ticker / description
      Previous value: -"Ticker symbol or SEC CIK of the company that reported the fact, e.g. AAPL."New 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."
    • 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 / data_plan
      Added value: +{
      +  "description": "Access plan: sample | sp500 | pro | full",
      +  "type": "string"
      +}
    • changedOutput schema / properties / _meta / properties / fundamentals_as_of / description
      Previous 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."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."
    • addedOutput schema / properties / _meta / properties / last_updated
      Added value: +{
      +  "description": "ISO timestamp when the snapshot was exported",
      +  "type": "string"
      +}
    • 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"
      +}
    • addedOutput schema / properties / _meta / properties / limit_warnings
      Added 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"
      +}
    • addedOutput schema / properties / _meta / properties / payg_override
      Added 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"
      +}
    • addedOutput schema / properties / _meta / properties / rate_limit
      Added 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"
      +}
    • addedOutput schema / properties / _meta / properties / request_id
      Added value: +{
      +  "description": "Per-request correlation id (8-char)",
      +  "type": "string"
      +}
    • addedOutput schema / properties / _meta / properties / schema_version
      Added value: +{
      +  "description": "Parquet schema version from manifest.json",
      +  "type": "string"
      +}
    • addedOutput schema / properties / _meta / properties / snapshot
      Added value: +{
      +  "description": "Snapshot directory name (e.g. snapshot_20260420)",
      +  "type": "string"
      +}
    • addedOutput schema / properties / _meta / properties / truncation / properties / current_plan
      Added value: +{
      +  "type": "string"
      +}
    • addedOutput schema / properties / _meta / properties / truncation / properties / upgrade_required_for
      Added value: +{
      +  "type": "string"
      +}
    • addedOutput schema / properties / _meta / properties / truncation / properties / upgrade_url
      Added value: +{
      +  "type": "string"
      +}
    • changedOutput schema / properties / _meta / required
      Previous value: -[
      -  "source",
      -  "pit_safe"
      -]New value: +[
      +  "data_plan",
      +  "schema_version",
      +  "snapshot",
      +  "last_updated",
      +  "source",
      +  "pit_safe"
      +]
    • changedOutput schema / properties / results / description
      Previous value: -"Check `found` before reading `lineage`."New value: +"One entry per UNIQUE requested pair, in first-seen order. 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. 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"
      -  }
      -]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. 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"
      +  }
      +]
  6. 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"
      +  }
      +]
  7. 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."
  8. Added

TDQS

A4.8/5.0
Behavior5/5

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

Far exceeds the annotations: discloses that misses are per-item data (`found:false` with code/message), that partial failure never invalidates other verdicts, duplicate (ticker, fact_id) collapsing with first-seen ordering and its effect on `summary.requested`, the 50-fact cap, the 5-company cap for derived items, and a permanent-vs-transient error taxonomy. Also states plan/tier reach and a hard usage prohibition ('never state a figure this tool returned found:false for').

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?

Long but purposeful and front-loaded: batching rationale first, alternative routing second, then miss semantics, limits, and the derived-figure section. Heavy caps and section labels aid scanning. Some redundancy between the description and the schema on dedup/limits keeps it from a 5.

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 not be explained, yet the description still conveys what an agent must act on: per-item found/lineage shape, summary counts, and which error codes warrant retry. Given a 50-item batch with a two-shape union input, nothing needed for correct invocation or result interpretation is missing.

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 already documents both parameters well, so the baseline is 3. The description adds non-obvious semantics the schema does not: the derived_id path re-reads inputs, re-runs the registered formula, and returns recomputed lineage for comparison, and as_of_date applies only to derived inputs. Slightly above baseline, though the anyOf union shape itself is already in the schema.

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?

Names a specific verb and resource ('Resolve MANY cited facts to their SEC filings in ONE call') and frames itself explicitly as 'the batch form of verify_fact_lineage'. An agent can distinguish it from verify_fact_lineage, verify_report_figures, and find_in_filing without opening any 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 concrete use cases (report citation review, thesis evidence audit, pre-sign draft checks) and states the exact switch condition: use verify_fact_lineage for a single figure or when you lack a fact_id and need concept-name lookup. Adds a quantified cost comparison (1 call vs 30).

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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