veris
veris provides provenance-first web and SEC finance access for AI agents, with change detection and MCP server deployment.
web_search: Search the web and get ranked JSON results via Brave or keyless DuckDuckGo.
web_read: Fetch a URL and get clean markdown plus provenance metadata (published/modified dates, author, canonical URL, content hash, license, fetch time).
web_research: Search, read top sources, and bundle their content with per-source citations.
finance_filings: List recent SEC EDGAR filings by ticker/name/CIK with form type, official dates, accession number, and document URL.
finance_filing_read: Read a specific SEC filing by URL or auto-read the latest matching form for a company.
finance_financials: Get key SEC XBRL financials (revenue, net income, assets, cash, diluted EPS) stamped with their source filing.
watch_manage: Add, remove, or list watches for SEC filings or URL content-hash changes.
watch_check: Check all watches and return only new filings or changed pages, rolling baselines forward for scheduled alerts.
Deployment: Run locally via
npx -y veris-mcpor as a remote HTTP MCP server with optional API keys and rate limiting.
Provides web search functionality using the Brave Search API.
Provides web search functionality via DuckDuckGo (keyless).
Click on "Deploy Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@verisGet the latest 10-K filing for Apple"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
veris
·
npx -y veris-mcp
Provenance-first web access for AI agents. Clean content plus verifiable source metadata, in one call.
Today an AI agent reading the web gets a wall of text. It does not get: when the page was published, whether the content changed since last time, who wrote it, the canonical source, or the license terms. veris attaches all of that to every read.
web_read("https://example.com/article")
→ clean markdown
+ { publishedAt, modifiedAt, author, canonicalUrl, contentHash, license, fetchedAt }That metadata is not a nice-to-have. It is the foundation the rest of the AI-web economy needs: freshness, change-detection, citation, and — eventually — paying the people who wrote the content.
Why this exists
The web is being scraped by AI with no attribution and no payment. Publishers are responding by blocking bots and locking content. AI gets worse; publishers lose. The fix is a layer between agents and publishers that reads cleanly, tracks provenance, and (later) settles payment.
veris is the agent-side of that layer — the SDK every agent imports to consume the web responsibly. Think "Plaid for the AI web": you don't own the publishers, you own the integration developers reach for.
Related MCP server: cleanfetch
Roadmap (one codebase, three stages)
Stage | What | Status |
1. Clean + provenance | search / read / research with verifiable source metadata | ✅ |
2. Finance vertical | SEC EDGAR filings with authoritative, official provenance | ✅ |
3. Settlement | license-aware access + attribution ledger + payment intents | ✅ v0.3.0 (payments stubbed, no money moves) |
3b. Live payments | plug a provider (RSL license server / x402 / Stripe) into | 🔜 |
Stage 3: what v0.3.0 does
Every content read passes a policy gate first: web_read, web_research, finance_filing_read, URL watches (watch_manage refuses to add a URL it may not read; watch_check reports it as withheld and keeps the old baseline), and filing reads in veris-mcp digest. EDGAR index lookups use the SEC JSON API and are not page reads.
robots.txt. Fetched per origin and matched for the
VerisBottoken (falls back to*), per RFC 9309: longest match wins,*and$wildcards, missing file = allow, 5xx = disallow. A disallowed URL returnsstatus: "blocked"with the exact rule (e.g.Disallow: /cgi-bin) and the page is never requested.RSL licenses. Discovered from robots.txt
License:lines,<link rel="license" type="application/rsl+xml">, or inline<script type="application/rsl+xml">. The gate picks the<content>scope covering the URL and the license that permitsai-inputuse.Price. If the license charges (
purchase,subscription,crawl,use), the tool returnsstatus: "payment_required"with the terms, price, and the RSL document URL instead of content. When the license is declared in robots.txt, the page is not fetched at all.priceHintis filled only from a declared<amount>, copied verbatim. A paid license with no amount reportsprice: null; veris never estimates one.Ledger. Every read, block, and payment requirement is appended to
~/.veris/ledger.jsonl(overrideVERIS_LEDGER_FILE) with URL, content hash, timestamp, tool, and the full license record. Entries are hash-chained, so edits or deletions are detectable:veris-mcp ledger --verify. List withveris-mcp ledger [--kind read|blocked|payment_required|payment_intent] [--url U] [--since ISO] [--limit N].Settlement stub. A paid license also records a
payment_intententry (declared price, terms, license server). The default provider isnone: statusrecorded, nothing charged, content withheld. A real provider implementsPaymentProvider.authorize()insrc/settlement.tsand registers withsetPaymentProvider().
Every license field names its source (robotsUrl + robotsRule, rslUrl, price.source), so any verdict can be re-fetched and checked. Tool input schemas are unchanged from v0.2.
Tools
Web
Tool | Does |
| Ranked results as structured JSON. Brave (with key) or keyless DuckDuckGo. |
| URL → clean markdown + provenance block. 24h cache. |
| Search + read top N + bundle with per-source citations. |
Finance — SEC EDGAR (free, official, no API key)
Tool | Does |
| Ticker / name / CIK → recent SEC filings: form, official filing & report dates, accession, direct document URL. |
| Read a filing by URL, or auto-read the latest matching form for a company. Clean text + provenance. |
| Revenue, net income, total assets, cash, diluted EPS from SEC XBRL — each figure stamped with the exact filing it came from. |
Why EDGAR first? Filings carry authoritative dates and identifiers straight from the SEC — provenance isn't guessed, it's official. Free, structured, no auth. One call gets an agent the latest 10-K with a verifiable source:
finance_filing_read({ query: "NVDA", formType: "10-K" }) → NVIDIA CORP — 10-K (filed 2026-02-25) clean text + { source, filed date, contentHash, wordCount }
Watch — change detection & alerts
Tool | Does |
| Add/remove/list watches: a company's SEC filings (ticker + optional form like |
| Check all watches; returns only what's NEW (new filings / changed pages) and rolls baselines forward. Run it on a schedule → alert feed. |
Filings watches default to material forms only — 8-K, 10-K, 10-Q, 20-F, SC 13D/G,
merger proxies, offerings, late-filing notices. Routine Form 4 / 13F-HR traffic is suppressed,
because an alert feed nobody reads is worse than none. Pass formType: "ALL" to see everything,
or a specific form to watch just that one.
Alerts by email (veris-mcp digest)
watch_check returns JSON to an MCP client. digest turns the same data into an email a
human actually reads: it checks every watch, reads each new material filing, summarizes what
changed, and delivers it.
veris-mcp digest --dry-run # print the digest, send nothing
veris-mcp digest # check, summarize, email
veris-mcp digest --to a@co.com # override recipients
veris-mcp mailtest # verify SMTP without sendingEvery summary carries verbatim quotes from the filing, and each quote is checked against the source text before sending — quotes that can't be matched are flagged in the email rather than presented as fact. Filings longer than the character budget are marked as partially read; they are never silently truncated.
Env | Does |
| Enables filing summaries. Without it, digests still send as raw filing notices. |
| Model for summaries (default |
| Chars of filing text summarized (default 250,000). |
| e.g. |
| e.g. |
| Comma-separated default recipients. |
Run it on a schedule for a live alert feed:
*/15 * * * * ANTHROPIC_API_KEY=... VERIS_SMTP_URL=... veris-mcp digestInstall
npx -y veris-mcp # zero-install, always latestOr from source:
git clone https://github.com/jakeyoung1/veris && cd veris
npm install && npm run buildOptional env:
export BRAVE_API_KEY=your_key # better search; https://search.brave.com/app/keys
export SEC_USER_AGENT="Your Name you@email.com" # SEC fair-access policy (recommended)Without a Brave key, search falls back to keyless DuckDuckGo automatically. SEC requires a
Name email@domain style User-Agent — veris ships a default, but set your own contact.
Use in Claude Code
Add to your MCP config (.mcp.json):
{
"mcpServers": {
"veris": {
"command": "npx",
"args": ["-y", "veris-mcp"],
"env": { "BRAVE_API_KEY": "optional", "SEC_USER_AGENT": "Your Name you@email.com" }
}
}
}Restart Claude Code, then ask it to web_research something.
Remote server (HTTP)
Run veris as a remote MCP server (Streamable HTTP) and connect from any MCP client by URL:
npx -y veris-mcp http # http://127.0.0.1:8787/mcp
VERIS_HTTP_HOST=0.0.0.0 npx -y veris-mcp http # expose it (put TLS in front)Env | Does |
| Port (default |
| Bind host (default |
| Comma-separated keys. If set, |
| Requests/min/IP (default |
Self-hosting is free, forever. VERIS_API_KEYS exists so a hosted instance can be metered.
Docker
docker build -t veris .
docker run -p 8787:8787 verisWorks as-is on Fly.io / Render / Railway — anything that runs a Dockerfile.
Design notes
Provenance from raw HTML. We fetch the page ourselves and pull dates/author/canonical from
<meta>, JSON-LD, and Open Graph before readability strips them.Content hash. sha256 of extracted text — detects whether a page changed and enables dedupe across agents (the basis for a shared web index).
Provider interface. Swap search backends without touching tool code.
Cache + ledger.
cache.tskeeps the keyed read cache and the append-only, hash-chained attribution ledger side by side.
License
MIT
Available Tools
8 toolsfinance_filing_readRead SEC FilingA
Fetch and clean a specific SEC filing. Pass a filing document URL, OR a company query plus formType to auto-read the most recent matching filing (e.g. latest 10-K for NVDA). Returns clean text plus provenance.
| Name | Required | Description | Default |
|---|---|---|---|
| url | No | EDGAR filing document URL | |
| query | No | Ticker/name/CIK (used when url is omitted) | |
| formType | No | Form to auto-pick with query, e.g. "10-K" |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations, the description carries the full burden. It discloses the 'clean' action, that it returns 'clean text plus provenance', and the auto-read behavior. However, it lacks disclosure about edge cases (e.g., when no matching filing is found, or if both url and query are provided) and does not mention any potential rate limits or authorization requirements.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is two sentences, front-loaded with the core function, and includes an illustrative example without any filler. Every clause contributes essential information, making it highly efficiently structured.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a tool with no output schema and no annotations, the description covers the two usage modes, the return value (clean text plus provenance), and gives an example. It could further elaborate on what 'clean' entails or what 'provenance' includes, but it is sufficiently complete for the tool's moderate complexity.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The schema already describes all three parameters at 100% coverage, so the baseline is 3. The description adds meaningful context by explaining the OR relationship between url and query+formType, and provides a concrete example, which goes beyond the schema's individual property descriptions.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the action ('Fetch and clean') and the resource ('a specific SEC filing'). It also distinguishes from siblings like finance_filings by focusing on specific filing retrieval and mentioning the auto-read mode and provenance, making the tool's purpose unambiguous.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description explicitly outlines two usage modes: pass a URL directly, or provide a company query plus formType to auto-read the most recent matching filing, with the example 'latest 10-K for NVDA'. This provides clear context on when to use each, but it does not explicitly mention alternatives or exclusions relative to sibling tools.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
finance_filingsSEC Filings (EDGAR)A
List a company's recent SEC filings from EDGAR by ticker, name, or CIK. Free, official, no API key. Returns form type, filing/report dates, accession number, and direct document URL — provenance is authoritative (straight from SEC).
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | Max filings (default 10) | |
| query | Yes | Ticker (e.g. NVDA), company name, or CIK | |
| formType | No | Filter by form, e.g. "10-K", "10-Q", "8-K" |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations provided, the description carries the full burden. It discloses that the tool is 'Free, official, no API key', lists the exact returned fields (form type, dates, accession number, URL), and establishes authoritative provenance. It omits details like rate limits or error behavior, but for a read-only listing tool this is sufficient disclosure.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is a single, front-loaded sentence that states the action, resource, query methods, and key value propositions (free, official, no API key) without wasted words. Every part contributes essential information.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a tool with no output schema and no annotations, the description is quite complete: it explains the purpose, input methods, output contents, and source reliability. It doesn't explicitly mention pagination or edge cases, but given the simplicity (3 params, one required) and the presence of a sibling read tool, coverage is adequate.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100%, with each parameter having a description. The tool description adds no new semantic information beyond the schema—it repeats the query types and implies recency, but the schema already documents ticker/name/CIK and limit. Baseline 3 is appropriate since the schema does the heavy lifting.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool 'List a company's recent SEC filings from EDGAR' with the query options (ticker, name, or CIK). This specific verb+resource combination distinguishes it from sibling tools like finance_filing_read (which reads a specific filing) and finance_financials (which likely fetches financial data).
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description implies usage by specifying the listing function and output, but it does not explicitly state when to use this tool versus alternatives or mention exclusions. The mention of returning a 'direct document URL' hints at pairing with a read tool, but this is not made explicit.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
finance_financialsCompany Financials (SEC XBRL)A
Key structured financials (revenue, net income, total assets, cash, diluted EPS) from SEC XBRL data. Each figure is stamped with the exact filing it came from (form, filed date, accession, fiscal period) — authoritative provenance. Ticker / name / CIK. No API key.
| Name | Required | Description | Default |
|---|---|---|---|
| query | Yes | Ticker (e.g. NVDA), company name, or CIK |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations, the description carries the full burden of behavioral disclosure. It adds valuable context by noting each figure is stamped with exact filing provenance and that no API key is required. It does not disclose potential limitations such as coverage gaps for non-XBRL filers or how recent the data is, but the provenance detail provides meaningful transparency.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is two sentences, front-loaded with the key financial outputs, followed by provenance and input details. Every sentence contributes essential information with no wasted words.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a simple one-parameter tool with no output schema, the description covers the core aspects: what data is returned, provenance, accepted input types, and access requirements. It does not explicitly mention whether the result covers a single fiscal period or a range, but the essentials are sufficient for an agent to know what to expect.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The input schema fully documents the single 'query' parameter with a description covering ticker, company name, or CIK. The description repeats this information without adding further nuance, so it neither enhances nor detracts from the schema's already high coverage.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly identifies the tool as returning key structured financial metrics (revenue, net income, total assets, cash, diluted EPS) from SEC XBRL data, with authoritative provenance. It does not use an explicit verb like 'get' or 'retrieve', but the resource and scope are specific and distinguish it from sibling tools dealing with filings.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description gives helpful usage context by stating accepted input types (ticker, name, CIK) and that no API key is needed. However, it does not explicitly compare this tool to siblings like finance_filings or finance_filing_read, so when to choose this over alternatives is implied rather than stated.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
watch_checkCheck Watches (alerts)A
Check every watch for changes since the last check: new SEC filings, changed page content. Returns only what's new and rolls baselines forward. Routine forms (Form 4, 13F, etc.) are suppressed unless the watch asked for them. Run it on a schedule (cron / scheduled agent) to turn veris into an alert feed. Note: the SEC filing index may lag up to ~1h (cache).
| Name | Required | Description | Default |
|---|---|---|---|
No parameters | |||
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations, the description carries the full burden and does so well: it discloses that output is delta-only ('returns only what's new'), that calling it has a stateful side effect ('rolls baselines forward'), that routine forms such as Form 4/13F are suppressed by default, and that the SEC index may lag ~1h due to caching. These are the exact traits an agent needs to avoid double-counting alerts or misreading missing filings.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Four tight sentences, front-loaded with what it does and what it returns, followed by the suppression rule, the scheduling guidance, and the latency caveat. Nothing is redundant with the name or title.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
With no output schema and no annotations, the description still conveys return semantics (delta-only), state mutation, filtering behavior, and a latency caveat — everything an agent needs to schedule and interpret this tool correctly.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The tool takes zero parameters, so there is nothing for the description to disambiguate; the baseline for a no-param tool applies. The description correctly implies scope ('every watch') without implying hidden selector arguments.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
States a precise verb ('Check') and resource ('every watch'), then names exactly what counts as a change: new SEC filings and changed page content. An agent can tell instantly this is the polling/alert-feed counterpart to the sibling watch_manage tool.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Explicitly prescribes the usage pattern: 'Run it on a schedule (cron / scheduled agent) to turn veris into an alert feed,' which tells the agent this is not an ad-hoc call. It does not, however, name watch_manage as the alternative for creating/editing watches, leaving that routing to inference.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
watch_manageManage Watches (change-detection)A
Add, remove, or list watches. Watch a company's SEC filings (target = ticker/name/CIK, optional formType like 8-K) or any URL (target = https://…, watched by content hash). Adding baselines current state; use watch_check later to see only what's new. By default only MATERIAL forms alert (8-K, 10-K/Q, 13D/G, mergers, offerings, late filings) — routine Form 4 / 13F noise is suppressed. Pass formType="ALL" to alert on every form.
| Name | Required | Description | Default |
|---|---|---|---|
| action | Yes | What to do | |
| target | No | Ticker/name/CIK, URL, or watch id (for remove) | |
| formType | No | Form filter for filings watches. Omit for the material-forms default, "ALL" for every form, or a specific form like "8-K". |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations, the description carries the full burden and does substantial work: adding baselines rather than backfilling alerts, content-hash watching for URLs, and a documented materiality filter that suppresses routine Form 4/13F noise unless formType="ALL". It omits auth/permission requirements, watch-count limits, and what happens on duplicate watches, keeping it short of a 5.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Operations are front-loaded in the first four words, followed by watch-kind semantics, the add/check workflow, and the default filter. Every sentence earns its place; the material-forms parenthetical is long but is the tool's key behavioral fact.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a 3-parameter, no-output-schema tool, the description covers the action set, target formats, the default filter and its override, and the hand-off to watch_check. Missing only ancillary facts — permissions, persistence/limits on stored watches, and remove-by-id behavior beyond the schema note.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is already 100%, so the baseline is 3; the description earns a bump by enumerating the material forms (8-K, 10-K/Q, 13D/G, mergers, offerings, late filings) that the schema only gestures at with 'the material-forms default', and by restating target's accepted formats (ticker/name/CIK, https://, watch id).
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
Starts with a specific triple-verb (Add, remove, list) over a named resource (watches), then narrows to the two watch kinds: SEC filings and URLs. An agent can immediately tell this is the watch-creation/management tool and not the checking tool.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Explicitly routes the agent: add baselines the current state and 'use watch_check later to see only what's new' — naming the sibling and the condition that selects it. The formType default/ALL switch is also framed as a usage decision, leaving nothing to inference.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
web_readWeb Read (provenance-tracked)A
Fetch a URL and return clean markdown PLUS provenance: published date, author, canonical URL, content hash, fetch time, and license signals. The provenance is the point — verifiable source metadata an AI normally cannot get.
| Name | Required | Description | Default |
|---|---|---|---|
| url | Yes | URL to read | |
| fresh | No | Bypass cache and refetch (default false) |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations available, the description carries the burden. It discloses the output (clean markdown plus provenance details) and the core value, but does not address error behavior, redirects, rate limits, or limitations. It is adequate but not deeply transparent.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Two sentences, front-loaded with the main action, and each word adds value. No fluff.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a tool with two parameters, no output schema, and no annotations, the description covers the core functionality and unique value proposition well. It could be slightly more complete by noting error scenarios or typical use cases, but it is largely sufficient.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100% for both parameters (url and fresh). The description adds no new parameter-specific meaning beyond the schema, so the baseline of 3 is appropriate.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description uses the specific verb 'Fetch' with a clear resource ('a URL') and emphasizes the provenance-tracking distinction, which sets it apart from siblings like web_search and web_research.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The context is clear: use when you have a URL and want clean markdown with verifiable provenance. It doesn't explicitly mention alternatives, but the purpose is unambiguous. No exclusions are stated.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
web_researchWeb Research (search + read + cite)A
One-shot research: search the web, fetch the top results, and return their clean content bundled with full provenance per source. Ideal for grounding an answer with citations.
| Name | Required | Description | Default |
|---|---|---|---|
| n | No | Sources to read (default 3) | |
| query | Yes | Research question or topic |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, so the description must convey behavioral traits. It discloses the pipeline (search, fetch, clean, provide provenance) and output nature. However, it leaves 'top results' ambiguous and does not mention potential latency, failure modes, or what 'clean content' entails.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Two sentences deliver all key information: the action, the output, and the ideal use case. No redundant filler or restatement of the title.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a tool with no output schema, the description sufficiently explains the return value (clean content with provenance) and when to use it. It does not over-explain; the schema covers parameter details. Minor omissions about practical limitations are acceptable given the concise scope.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Both parameters are fully described in the schema (query and n with default 3). The description adds no parameter-specific meaning beyond the schema, so it only meets the baseline for high schema coverage.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states a specific multi-step action: 'search the web, fetch the top results, and return their clean content bundled with full provenance per source.' It distinguishes the tool from siblings (web_search, web_read) by emphasizing the one-shot combined operation and citation-ready output.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description gives a clear use case: 'Ideal for grounding an answer with citations.' It implies when to use this tool over web_search/web_read (when both search and read are needed together), though it does not explicitly name alternatives or exclusions.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
web_searchWeb SearchA
Search the web. Returns ranked results (title, url, snippet) as structured JSON. Uses Brave Search when BRAVE_API_KEY is set, otherwise keyless DuckDuckGo.
| Name | Required | Description | Default |
|---|---|---|---|
| n | No | Max results (default 5) | |
| query | Yes | Search query |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations, the description discloses meaningful behavioral details: it returns structured JSON with a result shape, and it explains the dynamic backend selection (Brave vs DuckDuckGo) based on BRAVE_API_KEY. It does not mention rate limits, ordering nuances, or error behavior, but for a simple search tool this is useful transparency.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is three short, front-loaded sentences with no filler. Each sentence contributes distinct value: purpose, output format, and backend behavior.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
The tool is simple, and the schema covers parameters; the description supplies output structure and environment-dependent behavior, which is enough to invoke the tool. Minor omissions like pagination or rate limits are not critical, but the absence of annotations and an output schema means return semantics rely on this description.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The schema already fully documents both parameters (query required, n optional with constraints and default). The description does not add extra parameter-level detail beyond the schema, though it hints at the result count controlled by n. Baseline 3 is appropriate when schema coverage is complete.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states 'Search the web' and specifies the output as ranked results with title, url, snippet, establishing a distinct search-engine function. It does not explicitly contrast with sibling tools like web_read or web_research, but the return format makes the purpose unambiguous.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description provides no guidance on when to use this tool versus alternatives such as web_read or web_research. It focuses on operational behavior (engine selection) rather than suggesting context for use, leaving the agent to infer applicability from the tool's name.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
Tool Schema Changelog
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
1 tool update
v0.3.1- Changed
watch_manage1 field changed- changed
Input schema / properties / formType / descriptionPrevious value: -"Optional form filter for filings watches, e.g. \"8-K\""New value: +"Form filter for filings watches. Omit for the material-forms default, \"ALL\" for every form, or a specific form like \"8-K\"."
8 tool updates
v0.2.0- First observed
finance_filing_read - First observed
finance_filings - First observed
finance_financials - First observed
watch_check - First observed
watch_manage - First observed
web_read - First observed
web_research - First observed
web_search
TDQS
Scored across 8 tools
Most tools target a clearly distinct action: watch_manage (mutate watches) vs watch_check (poll changes), and finance_filings (list) vs finance_filing_read (read one filing) are well separated. The main overlap is web_research, which is essentially web_search + web_read bundled, so an agent may wonder when to use it versus the two primitives.
A clean domain-prefix scheme (watch_, finance_, web_) is applied throughout, which aids grouping. However the action portion is inconsistent: watch_manage and web_read are prefix+verb, while finance_filings and finance_financials are prefix+noun and finance_filing_read is prefix+noun+verb, so the finance cluster breaks the pattern.
Eight tools is a tight, well-scoped set for a filings-monitoring plus web-research server. Each tool earns its place and none feels redundant or padded.
The watch lifecycle (add/remove/list + check) and the SEC surface (list filings, read filing, structured financials) plus web search/read/research give solid coverage. Minor gap: there's no explicit way to inspect or clear accumulated alert history beyond watch_check's rolling output.
Maintenance
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