Valuein — SEC EDGAR Fundamentals & Smart-Money Data

Create Rule

create_rule

Persist a trigger -> action rule and register it with the evaluator. 7 trigger types accepted (alert_fired, schedule_tick, inbox_item, price_threshold, filing_event, manual, scheduled_task_wake) x six action types (run_team, send_alert, create_report, score_thesis, schedule_task, post_inbox). These trigger types have a live event source and DO dispatch today: alert_fired, schedule_tick, inbox_item, filing_event and scheduled_task_wake. price_threshold and manual are accepted and persisted (forward-compatible schema) but have NO live event source wired yet, so a rule created with one of them is saved as enabled:true and simply never fires. Always read the returned rule's trigger_wiring_status field ("live" vs "not_yet_wired") — it is computed from the dispatcher's own registry, so it is authoritative even if this description is stale. condition_expr is an OPTIONAL single comparison ("field op value", op one of gt/gte/lt/lte/eq, e.g. "price_change_pct gt 5") evaluated against the trigger event's payload — omit to fire on the trigger alone. Deliberately NOT a general expression language (no AND/OR, no loops) — this is both an anti-complexity and an anti-loop guard; compose multiple rules if you need more than one comparison. Use test_rule immediately after creating to verify it fires as expected WITHOUT spending a real dispatch. Tier: sp500+ (sample rejected).

Input Schema

TableJSON Schema

Name	Required	Description
`name`	Yes	Human-readable label.
`action`	Yes	Discriminated union — what happens when the rule fires.
`trigger`	Yes	Discriminated union — which signal fires this rule.
`condition_expr`	No	Optional single comparison against the trigger payload, e.g. "price_change_pct gt 5". Omit to fire on the trigger alone.

Output Schema

TableJSON Schema

Name	Required	Description
`rule`	Yes
`_meta`	Yes	Provenance envelope — data lineage for every MCP response
`warning`	No

Schema Changelog

Changes observed during successful MCP inspections. Dates show when Glama detected each change.

Changed2 schema fields changedAug 7, 2026

changedInput schema / properties / action / anyOf

Previous value: -[
-  {
-    "additionalProperties": false,
-    "properties": {
-      "team_id": {
-        "description": "A standing_agent.id identifying which team to run — same identifier shape as an alert's agent_run channel target.",
-        "maxLength": 64,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "run_team",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "team_id"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "channel": {
-        "anyOf": [
-          {
-            "additionalProperties": false,
-            "properties": {
-              "hmac_secret": {
-                "type": "string"
-              },
-              "target": {
-                "format": "email",
-                "maxLength": 256,
-                "type": "string"
-              },
-              "type": {
-                "const": "email",
-                "type": "string"
-              }
-            },
-            "required": [
-              "type",
-              "target"
-            ],
-            "type": "object"
-          },
-          {
-            "additionalProperties": false,
-            "properties": {
-              "hmac_secret": {
-                "description": "HMAC secret (≥16 chars) for webhook signature verification. Recommended for production.",
-                "maxLength": 128,
-                "minLength": 16,
-                "type": "string"
-              },
-              "target": {
-                "format": "uri",
-                "maxLength": 512,
-                "type": "string"
-              },
-              "type": {
-                "const": "webhook",
-                "type": "string"
-              }
-            },
-            "required": [
-              "type",
-              "target"
-            ],
-            "type": "object"
-          },
-          {
-            "additionalProperties": false,
-            "properties": {
-              "target": {
-                "default": "@self",
-                "description": "Always '@self' for dashboard channels. Routes to the in-app inbox keyed by the alert's owning customer.",
-                "maxLength": 16,
-                "type": "string"
-              },
-              "type": {
-                "const": "dashboard",
-                "type": "string"
-              }
-            },
-            "required": [
-              "type"
-            ],
-            "type": "object"
-          },
-          {
-            "additionalProperties": false,
-            "properties": {
-              "target": {
-                "description": "Slack incoming-webhook URL — must be on host hooks.slack.com (e.g. https://hooks.slack.com/services/T0000/B0000/XXXX). The URL itself is the secret, so no HMAC is used.",
-                "format": "uri",
-                "maxLength": 512,
-                "type": "string"
-              },
-              "type": {
-                "const": "slack",
-                "type": "string"
-              }
-            },
-            "required": [
-              "type",
-              "target"
-            ],
-            "type": "object"
-          },
-          {
-            "additionalProperties": false,
-            "properties": {
-              "target": {
-                "description": "A standing_agent.id identifying which standing agent team to run when this alert fires. NOT a URL — no outbound-URL validation applies to this field.",
-                "maxLength": 64,
-                "minLength": 1,
-                "type": "string"
-              },
-              "type": {
-                "const": "agent_run",
-                "type": "string"
-              }
-            },
-            "required": [
-              "type",
-              "target"
-            ],
-            "type": "object"
-          }
-        ],
-        "description": "Delivery channel — same discriminated union create_alert accepts (email/webhook/dashboard/slack/agent_run)."
-      },
-      "message": {
-        "description": "Optional custom message; defaults to a summary of the trigger event.",
-        "maxLength": 2000,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "send_alert",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "channel"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "params": {
-        "additionalProperties": {},
-        "description": "reverse_dcf DCF params — see create_report's own schema.",
-        "type": "object"
-      },
-      "report_type": {
-        "enum": [
-          "reverse_dcf",
-          "thesis"
-        ],
-        "type": "string"
-      },
-      "thesis_id": {
-        "description": "Required when report_type=thesis.",
-        "maxLength": 64,
-        "minLength": 1,
-        "type": "string"
-      },
-      "ticker": {
-        "description": "Required when report_type=reverse_dcf.",
-        "maxLength": 10,
-        "minLength": 1,
-        "type": "string"
-      },
-      "title": {
-        "maxLength": 200,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "create_report",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "report_type"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "as_of": {
-        "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
-        "type": "string"
-      },
-      "thesis_id": {
-        "maxLength": 64,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "score_thesis",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "thesis_id"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "context": {
-        "additionalProperties": {},
-        "type": "object"
-      },
-      "task": {
-        "maxLength": 500,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "schedule_task",
-        "type": "string"
-      },
-      "wake_in_days": {
-        "exclusiveMinimum": 0,
-        "maximum": 90,
-        "type": "number"
-      }
-    },
-    "required": [
-      "type",
-      "task",
-      "wake_in_days"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "message": {
-        "maxLength": 2000,
-        "minLength": 1,
-        "type": "string"
-      },
-      "title": {
-        "maxLength": 120,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "post_inbox",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "title",
-      "message"
-    ],
-    "type": "object"
-  }
-]New value: +[
+  {
+    "additionalProperties": false,
+    "properties": {
+      "team_id": {
+        "description": "A standing_agent.id identifying which team to run — same identifier shape as a signal's agent_run channel target.",
+        "maxLength": 64,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "run_team",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "team_id"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "channel": {
+        "anyOf": [
+          {
+            "additionalProperties": false,
+            "properties": {
+              "hmac_secret": {
+                "type": "string"
+              },
+              "target": {
+                "format": "email",
+                "maxLength": 256,
+                "type": "string"
+              },
+              "type": {
+                "const": "email",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "target"
+            ],
+            "type": "object"
+          },
+          {
+            "additionalProperties": false,
+            "properties": {
+              "hmac_secret": {
+                "description": "HMAC secret (≥16 chars) for webhook signature verification. Recommended for production.",
+                "maxLength": 128,
+                "minLength": 16,
+                "type": "string"
+              },
+              "target": {
+                "format": "uri",
+                "maxLength": 512,
+                "type": "string"
+              },
+              "type": {
+                "const": "webhook",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "target"
+            ],
+            "type": "object"
+          },
+          {
+            "additionalProperties": false,
+            "properties": {
+              "target": {
+                "default": "@self",
+                "description": "Always '@self' for dashboard channels. Routes to the in-app inbox keyed by the signal's owning customer.",
+                "maxLength": 16,
+                "type": "string"
+              },
+              "type": {
+                "const": "dashboard",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type"
+            ],
+            "type": "object"
+          },
+          {
+            "additionalProperties": false,
+            "properties": {
+              "target": {
+                "description": "Slack incoming-webhook URL — must be on host hooks.slack.com (e.g. https://hooks.slack.com/services/T0000/B0000/XXXX). The URL itself is the secret, so no HMAC is used.",
+                "format": "uri",
+                "maxLength": 512,
+                "type": "string"
+              },
+              "type": {
+                "const": "slack",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "target"
+            ],
+            "type": "object"
+          },
+          {
+            "additionalProperties": false,
+            "properties": {
+              "target": {
+                "description": "A standing_agent.id identifying which standing agent team to run when this signal fires. NOT a URL — no outbound-URL validation applies to this field.",
+                "maxLength": 64,
+                "minLength": 1,
+                "type": "string"
+              },
+              "type": {
+                "const": "agent_run",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "target"
+            ],
+            "type": "object"
+          }
+        ],
+        "description": "Delivery channel — same discriminated union create_signal accepts (email/webhook/dashboard/slack/agent_run)."
+      },
+      "message": {
+        "description": "Optional custom message; defaults to a summary of the trigger event.",
+        "maxLength": 2000,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "send_alert",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "channel"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "params": {
+        "additionalProperties": {},
+        "description": "reverse_dcf DCF params — see create_report's own schema.",
+        "type": "object"
+      },
+      "report_type": {
+        "enum": [
+          "reverse_dcf",
+          "thesis"
+        ],
+        "type": "string"
+      },
+      "thesis_id": {
+        "description": "Required when report_type=thesis.",
+        "maxLength": 64,
+        "minLength": 1,
+        "type": "string"
+      },
+      "ticker": {
+        "description": "Required when report_type=reverse_dcf.",
+        "maxLength": 10,
+        "minLength": 1,
+        "type": "string"
+      },
+      "title": {
+        "maxLength": 200,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "create_report",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "report_type"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "as_of": {
+        "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
+        "type": "string"
+      },
+      "thesis_id": {
+        "maxLength": 64,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "score_thesis",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "thesis_id"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "context": {
+        "additionalProperties": {},
+        "type": "object"
+      },
+      "task": {
+        "maxLength": 500,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "schedule_task",
+        "type": "string"
+      },
+      "wake_in_days": {
+        "exclusiveMinimum": 0,
+        "maximum": 90,
+        "type": "number"
+      }
+    },
+    "required": [
+      "type",
+      "task",
+      "wake_in_days"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "message": {
+        "maxLength": 2000,
+        "minLength": 1,
+        "type": "string"
+      },
+      "title": {
+        "maxLength": 120,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "post_inbox",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "title",
+      "message"
+    ],
+    "type": "object"
+  }
+]

changedOutput schema / properties / rule / properties / action_params / anyOf

Previous value: -[
-  {
-    "additionalProperties": false,
-    "properties": {
-      "team_id": {
-        "description": "A standing_agent.id identifying which team to run — same identifier shape as an alert's agent_run channel target.",
-        "maxLength": 64,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "run_team",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "team_id"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "channel": {
-        "anyOf": [
-          {
-            "additionalProperties": false,
-            "properties": {
-              "hmac_secret": {
-                "type": "string"
-              },
-              "target": {
-                "format": "email",
-                "maxLength": 256,
-                "type": "string"
-              },
-              "type": {
-                "const": "email",
-                "type": "string"
-              }
-            },
-            "required": [
-              "type",
-              "target"
-            ],
-            "type": "object"
-          },
-          {
-            "additionalProperties": false,
-            "properties": {
-              "hmac_secret": {
-                "description": "HMAC secret (≥16 chars) for webhook signature verification. Recommended for production.",
-                "maxLength": 128,
-                "minLength": 16,
-                "type": "string"
-              },
-              "target": {
-                "format": "uri",
-                "maxLength": 512,
-                "type": "string"
-              },
-              "type": {
-                "const": "webhook",
-                "type": "string"
-              }
-            },
-            "required": [
-              "type",
-              "target"
-            ],
-            "type": "object"
-          },
-          {
-            "additionalProperties": false,
-            "properties": {
-              "target": {
-                "default": "@self",
-                "description": "Always '@self' for dashboard channels. Routes to the in-app inbox keyed by the alert's owning customer.",
-                "maxLength": 16,
-                "type": "string"
-              },
-              "type": {
-                "const": "dashboard",
-                "type": "string"
-              }
-            },
-            "required": [
-              "type"
-            ],
-            "type": "object"
-          },
-          {
-            "additionalProperties": false,
-            "properties": {
-              "target": {
-                "description": "Slack incoming-webhook URL — must be on host hooks.slack.com (e.g. https://hooks.slack.com/services/T0000/B0000/XXXX). The URL itself is the secret, so no HMAC is used.",
-                "format": "uri",
-                "maxLength": 512,
-                "type": "string"
-              },
-              "type": {
-                "const": "slack",
-                "type": "string"
-              }
-            },
-            "required": [
-              "type",
-              "target"
-            ],
-            "type": "object"
-          },
-          {
-            "additionalProperties": false,
-            "properties": {
-              "target": {
-                "description": "A standing_agent.id identifying which standing agent team to run when this alert fires. NOT a URL — no outbound-URL validation applies to this field.",
-                "maxLength": 64,
-                "minLength": 1,
-                "type": "string"
-              },
-              "type": {
-                "const": "agent_run",
-                "type": "string"
-              }
-            },
-            "required": [
-              "type",
-              "target"
-            ],
-            "type": "object"
-          }
-        ],
-        "description": "Delivery channel — same discriminated union create_alert accepts (email/webhook/dashboard/slack/agent_run)."
-      },
-      "message": {
-        "description": "Optional custom message; defaults to a summary of the trigger event.",
-        "maxLength": 2000,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "send_alert",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "channel"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "params": {
-        "additionalProperties": {},
-        "description": "reverse_dcf DCF params — see create_report's own schema.",
-        "type": "object"
-      },
-      "report_type": {
-        "enum": [
-          "reverse_dcf",
-          "thesis"
-        ],
-        "type": "string"
-      },
-      "thesis_id": {
-        "description": "Required when report_type=thesis.",
-        "maxLength": 64,
-        "minLength": 1,
-        "type": "string"
-      },
-      "ticker": {
-        "description": "Required when report_type=reverse_dcf.",
-        "maxLength": 10,
-        "minLength": 1,
-        "type": "string"
-      },
-      "title": {
-        "maxLength": 200,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "create_report",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "report_type"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "as_of": {
-        "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
-        "type": "string"
-      },
-      "thesis_id": {
-        "maxLength": 64,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "score_thesis",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "thesis_id"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "context": {
-        "additionalProperties": {},
-        "type": "object"
-      },
-      "task": {
-        "maxLength": 500,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "schedule_task",
-        "type": "string"
-      },
-      "wake_in_days": {
-        "exclusiveMinimum": 0,
-        "maximum": 90,
-        "type": "number"
-      }
-    },
-    "required": [
-      "type",
-      "task",
-      "wake_in_days"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "message": {
-        "maxLength": 2000,
-        "minLength": 1,
-        "type": "string"
-      },
-      "title": {
-        "maxLength": 120,
-        "minLength": 1,
-        "type": "string"
-      },
-      "type": {
-        "const": "post_inbox",
-        "type": "string"
-      }
-    },
-    "required": [
-      "type",
-      "title",
-      "message"
-    ],
-    "type": "object"
-  }
-]New value: +[
+  {
+    "additionalProperties": false,
+    "properties": {
+      "team_id": {
+        "description": "A standing_agent.id identifying which team to run — same identifier shape as a signal's agent_run channel target.",
+        "maxLength": 64,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "run_team",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "team_id"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "channel": {
+        "anyOf": [
+          {
+            "additionalProperties": false,
+            "properties": {
+              "hmac_secret": {
+                "type": "string"
+              },
+              "target": {
+                "format": "email",
+                "maxLength": 256,
+                "type": "string"
+              },
+              "type": {
+                "const": "email",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "target"
+            ],
+            "type": "object"
+          },
+          {
+            "additionalProperties": false,
+            "properties": {
+              "hmac_secret": {
+                "description": "HMAC secret (≥16 chars) for webhook signature verification. Recommended for production.",
+                "maxLength": 128,
+                "minLength": 16,
+                "type": "string"
+              },
+              "target": {
+                "format": "uri",
+                "maxLength": 512,
+                "type": "string"
+              },
+              "type": {
+                "const": "webhook",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "target"
+            ],
+            "type": "object"
+          },
+          {
+            "additionalProperties": false,
+            "properties": {
+              "target": {
+                "default": "@self",
+                "description": "Always '@self' for dashboard channels. Routes to the in-app inbox keyed by the signal's owning customer.",
+                "maxLength": 16,
+                "type": "string"
+              },
+              "type": {
+                "const": "dashboard",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type"
+            ],
+            "type": "object"
+          },
+          {
+            "additionalProperties": false,
+            "properties": {
+              "target": {
+                "description": "Slack incoming-webhook URL — must be on host hooks.slack.com (e.g. https://hooks.slack.com/services/T0000/B0000/XXXX). The URL itself is the secret, so no HMAC is used.",
+                "format": "uri",
+                "maxLength": 512,
+                "type": "string"
+              },
+              "type": {
+                "const": "slack",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "target"
+            ],
+            "type": "object"
+          },
+          {
+            "additionalProperties": false,
+            "properties": {
+              "target": {
+                "description": "A standing_agent.id identifying which standing agent team to run when this signal fires. NOT a URL — no outbound-URL validation applies to this field.",
+                "maxLength": 64,
+                "minLength": 1,
+                "type": "string"
+              },
+              "type": {
+                "const": "agent_run",
+                "type": "string"
+              }
+            },
+            "required": [
+              "type",
+              "target"
+            ],
+            "type": "object"
+          }
+        ],
+        "description": "Delivery channel — same discriminated union create_signal accepts (email/webhook/dashboard/slack/agent_run)."
+      },
+      "message": {
+        "description": "Optional custom message; defaults to a summary of the trigger event.",
+        "maxLength": 2000,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "send_alert",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "channel"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "params": {
+        "additionalProperties": {},
+        "description": "reverse_dcf DCF params — see create_report's own schema.",
+        "type": "object"
+      },
+      "report_type": {
+        "enum": [
+          "reverse_dcf",
+          "thesis"
+        ],
+        "type": "string"
+      },
+      "thesis_id": {
+        "description": "Required when report_type=thesis.",
+        "maxLength": 64,
+        "minLength": 1,
+        "type": "string"
+      },
+      "ticker": {
+        "description": "Required when report_type=reverse_dcf.",
+        "maxLength": 10,
+        "minLength": 1,
+        "type": "string"
+      },
+      "title": {
+        "maxLength": 200,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "create_report",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "report_type"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "as_of": {
+        "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
+        "type": "string"
+      },
+      "thesis_id": {
+        "maxLength": 64,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "score_thesis",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "thesis_id"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "context": {
+        "additionalProperties": {},
+        "type": "object"
+      },
+      "task": {
+        "maxLength": 500,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "schedule_task",
+        "type": "string"
+      },
+      "wake_in_days": {
+        "exclusiveMinimum": 0,
+        "maximum": 90,
+        "type": "number"
+      }
+    },
+    "required": [
+      "type",
+      "task",
+      "wake_in_days"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "message": {
+        "maxLength": 2000,
+        "minLength": 1,
+        "type": "string"
+      },
+      "title": {
+        "maxLength": 120,
+        "minLength": 1,
+        "type": "string"
+      },
+      "type": {
+        "const": "post_inbox",
+        "type": "string"
+      }
+    },
+    "required": [
+      "type",
+      "title",
+      "message"
+    ],
+    "type": "object"
+  }
+]

Changed2 schema fields changedJul 25, 2026

addedOutput schema / properties / _meta / properties / fundamentals_as_of

Added value: +{
+  "description": "ISO timestamp when the FINANCIAL STATEMENTS were last rebuilt. Use THIS — not `last_updated` — when telling a user how current the fundamentals are. The snapshot is republished on every weekday price refresh while the statements are carried forward unchanged, so `last_updated` can be far more recent than the numbers it sits next to.",
+  "type": "string"
+}

addedOutput schema / properties / _meta / properties / price_as_of

Added value: +{
+  "description": "ISO timestamp when the price surfaces were last refreshed.",
+  "type": "string"
+}

Changed2 schema fields changedJul 7, 2026

addedOutput schema / properties / _meta / properties / cost_usd

Added value: +{
+  "additionalProperties": false,
+  "description": "Per-call cost transparency. Omitted for subscription-only tools that have no PAYG-equivalent price.",
+  "properties": {
+    "amount_usd": {
+      "minimum": 0,
+      "type": "number"
+    },
+    "basis": {
+      "description": "payg_charge = real agent-pay charge. payg_rate_card = indicative price, not billed.",
+      "enum": [
+        "payg_charge",
+        "payg_rate_card"
+      ],
+      "type": "string"
+    },
+    "billed": {
+      "description": "true = this amount was actually charged via PAYG for this call. false = indicative PAYG-equivalent value; your plan already covers this call for free.",
+      "type": "boolean"
+    }
+  },
+  "required": [
+    "amount_usd",
+    "billed",
+    "basis"
+  ],
+  "type": "object"
+}

addedOutput schema / properties / _meta / properties / latency_ms

Added value: +{
+  "description": "Wall-clock milliseconds this tool call took, measured server-side around the handler.",
+  "minimum": 0,
+  "type": "integer"
+}

Changed3 schema fields changedJul 5, 2026

addedOutput schema / properties / rule / properties / trigger_wiring_status

Added value: +{
+  "description": "'live' means a real event source calls evaluateRulesForEvent() for this trigger_type today — this rule CAN fire. 'not_yet_wired' means the trigger_type is accepted and persisted for forward-compatibility but no code path dispatches it yet — this rule will never fire until Valuein wires that trigger source. Check this before relying on a rule; use alert_fired/inbox_item/scheduled_task_wake/schedule_tick for a rule that fires today.",
+  "enum": [
+    "live",
+    "not_yet_wired"
+  ],
+  "type": "string"
+}

changedOutput schema / properties / rule / required

Previous value: -[
-  "id",
-  "name",
-  "trigger_type",
-  "trigger_params",
-  "condition_expr",
-  "action_type",
-  "action_params",
-  "enabled",
-  "last_fired_at",
-  "fire_count",
-  "created_at"
-]New value: +[
+  "id",
+  "name",
+  "trigger_type",
+  "trigger_params",
+  "condition_expr",
+  "action_type",
+  "action_params",
+  "enabled",
+  "last_fired_at",
+  "fire_count",
+  "created_at",
+  "trigger_wiring_status"
+]

addedOutput schema / properties / warning
```
Added value: +{
+  "type": "string"
+}
```

AddedJul 3, 2026

TDQS

A4.8/5.0

Behavior5/5

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

With only neutral annotation flags (readOnlyHint=false, destructiveHint=false), the description carries the full burden and excels. It discloses that non-live trigger types are 'saved as enabled:true and simply never fires', introduces the authoritative `trigger_wiring_status` field, and clarifies the anti-loop/anti-complexity rationale behind condition_expr limitations. It even acknowledges its own potential staleness, which is a high degree of transparency.

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?

The description is a dense single paragraph, but every sentence earns its place: it covers purpose, type inventories, live-status caveats, condition_expr syntax, a testing pointer, and tier restriction. It is front-loaded with the core action. Slightly less organized than a bulleted structure, but given the complexity, the length is justified and there is no fluff.

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?

For a tool with a complex discriminated-union schema, the description covers all critical operational caveats: the non-wired triggers, the need to check trigger_wiring_status, the condition_expr limitation, the test_rule recommendation, and the tier gate. Since an output schema exists, the description wisely points to the returned rule's trigger_wiring_status field rather than explaining all return fields. No important context is missing for an agent to invoke this tool correctly.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, so the baseline is 3, but the description adds meaningful value beyond the schema. It specifies the exact operators for condition_expr (gt/gte/lt/lte/eq), explicitly forbids AND/OR/loops, and highlights which trigger types are live versus not_yet_wired, which is critical for choosing among trigger variants. While the schema already documents each variant well, the description's high-level synthesis earns extra points.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description opens with a specific verb and resource: 'Persist a trigger -> action rule and register it with the evaluator.' It then enumerates the 7 trigger types and 6 action types, making the tool's scope unambiguous and clearly distinguishing it from sibling tools like create_signal and test_rule.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description gives explicit when-to-use and when-not-to-use guidance. It warns that price_threshold and manual triggers have no live event source and 'simply never fires', and it explicitly directs the agent to 'Use test_rule immediately after creating to verify it fires as expected WITHOUT spending a real dispatch.' It also provides a tier restriction ('Tier: sp500+') and a fallback for complex conditions ('compose multiple rules').

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

All Valuein — SEC EDGAR Fundamentals & Smart-Money Data tools Inspect

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TDQS

A4/5.0

Disambiguation5/5

Each tool has a distinct purpose with detailed descriptions that clarify differences. Overlaps like get_peer_comparables vs screen_universe are well-differentiated by scope (single company vs cross-sectional). Similarly, get_insider_sentiment vs get_smart_money_flow are clearly distinguished by data sources and methodology.

Naming Consistency5/5

All tool names follow a consistent verb_noun snake_case pattern (e.g., create_report, get_financial_ratios, delete_alert). No mixing of conventions or inconsistent verbs.

Tool Count2/5

With 69 tools, the count far exceeds the 25+ threshold for 'too many'. While the domain is broad, the sheer volume likely overwhelms agents and increases selection complexity.

Completeness4/5

The tool set covers a wide range of SEC filings, ratios, smart-money data, alerts, reports, and more. Minor gaps exist (e.g., no options or detailed debt data), but most analyst workflows are supported.

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