Valuein — SEC EDGAR Fundamentals & Smart-Money Data

Valuation Metrics

get_valuation_metrics

Read-onlyIdempotent

Get comprehensive valuation and profitability metrics for a US public company. Returns per-period data combining computed ratios (gross_margin, operating_margin, net_margin, ROE, ROA, ROIC, debt_to_equity, FCF, FCF margin), price-derived valuation_multiples (current_price, market_cap, pe_ratio, pb_ratio, ev_ebitda, dividend_yield), and optional pre-computed DCF model inputs (WACC, fcf_base_per_share, stage1_growth_rate, terminal_growth_rate, dcf_value_per_share, ddm_value_per_share). Profitability/cash-flow/leverage fields come from fact.parquet (PIT-safe via accepted_at). valuation_multiples are LIVE (schema 2.18.0): they come from ratio.parquet's valuation category + stock_price.parquet period-end close (per-period current_price for every fiscal year), derived from EOD prices period-end-aligned. Each multiple is a {value, unit} pair (unit varies: x / USD / percent); a null value carries a null_reasons[field] PRICE_NOT_AVAILABLE code (no period-end-aligned close). DCF/DDM fields come from valuation.parquet (pipeline-computed, recomputed each run — NOT strictly PIT-safe) and are commonly null (newer tickers, transition periods, or before the valuation pipeline runs). Each null carries a null_reasons[field] code — ALWAYS check it before assuming zero (null != 0). For strict-PIT DCF, use the SDK or compute from get_company_fundamentals. Use this instead of get_financial_ratios when DCF/intrinsic value or price multiples matter; use get_financial_ratios when you only need the raw ratio table. Available on all plans.

Input Schema

TableJSON Schema

Name	Required	Description	Default
`limit`	No	Maximum number of periods to return (1–40). Defaults to 5.
`period`	No	Filing period granularity. Annual uses 10-K; quarterly uses 10-Q.	annual
`ticker`	Yes	Stock ticker symbol, e.g. AAPL, MSFT
`as_of_date`	No	Point-in-time date (YYYY-MM-DD). Only returns data with accepted_at on or before this date. Eliminates look-ahead bias for backtesting.
`fiscal_year`	No	Fiscal year (YYYY). Omit to return most recent periods.

Output Schema

TableJSON Schema

Name	Required	Description
`data`	Yes
`_meta`	Yes	Provenance envelope — data lineage for every MCP response
`period`	Yes
`ticker`	Yes
`dcf_pit`	No	Present only when as_of_date is supplied. The DCF/DDM leg comes from valuation.parquet, which is filtered by created_at (the pipeline computation timestamp), NOT the SEC accepted_at — so even with an as_of_date cut the DCF figures are BEST-EFFORT point-in-time, not strictly look-ahead-free. The profitability/cash-flow/leverage legs ARE strictly PIT-safe (fact.parquet, accepted_at).
`as_of_date`	Yes
`periods_returned`	Yes

Schema Changelog

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

Changed1 schema field changedAug 2, 2026

addedOutput schema / properties / data / items / properties / metrics_display

Added value: +{
+  "additionalProperties": {
+    "type": [
+      "string",
+      "null"
+    ]
+  },
+  "description": "The figure rendered exactly as it should be quoted in prose ($402.83B, 59.65%, $6.11). QUOTE THESE VERBATIM. Do not re-render the raw number in `metrics` yourself: a figure you reformat no longer matches the string Valuein can bind to its filing, so it is reported to the reader as unverified even though the underlying fact was sound.",
+  "type": "object"
+}

Changed33 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"
+}
```
- addedOutput schema / properties / data / items / properties / valuation_multiples / properties / current_price / description
```
Added value: +"Period-end close for THIS fiscal period — NOT the current market price. Aligned to this row's period_end, so on a historical row it is a historical price. For the latest quote call get_stock_price; for current multiples call get_pit_valuation_ratios with as_of_date omitted."
```
- removedOutput schema / properties / data / items / properties / valuation_multiples / properties / dividend_yield / $ref
```
Removed value: -"#/properties/data/items/properties/valuation_multiples/properties/current_price"
```
- addedOutput schema / properties / data / items / properties / valuation_multiples / properties / dividend_yield / additionalProperties
```
Added value: +false
```
- addedOutput schema / properties / data / items / properties / valuation_multiples / properties / dividend_yield / description
```
Added value: +"Dividend yield at this row's period_end — historical, not the current yield."
```
- addedOutput schema / properties / data / items / properties / valuation_multiples / properties / dividend_yield / properties
```
Added value: +{
+  "unit": {
+    "$ref": "#/properties/data/items/properties/valuation_multiples/properties/current_price/properties/unit"
+  },
+  "value": {
+    "$ref": "#/properties/data/items/properties/valuation_multiples/properties/current_price/properties/value"
+  }
+}
```
- addedOutput schema / properties / data / items / properties / valuation_multiples / properties / dividend_yield / required
```
Added value: +[
+  "value",
+  "unit"
+]
```
- addedOutput schema / properties / data / items / properties / valuation_multiples / properties / dividend_yield / type
```
Added value: +"object"
```
- removedOutput schema / properties / data / items / properties / valuation_multiples / properties / ev_ebitda / $ref
```
Removed value: -"#/properties/data/items/properties/valuation_multiples/properties/current_price"
```
- addedOutput schema / properties / data / items / properties / valuation_multiples / properties / ev_ebitda / additionalProperties
```
Added value: +false
```
- addedOutput schema / properties / data / items / properties / valuation_multiples / properties / ev_ebitda / description
```
Added value: +"EV/EBITDA at this row's period_end — a historical multiple, not the current one."
```
- addedOutput schema / properties / data / items / properties / valuation_multiples / properties / ev_ebitda / properties
```
Added value: +{
+  "unit": {
+    "$ref": "#/properties/data/items/properties/valuation_multiples/properties/current_price/properties/unit"
+  },
+  "value": {
+    "$ref": "#/properties/data/items/properties/valuation_multiples/properties/current_price/properties/value"
+  }
+}
```
- addedOutput schema / properties / data / items / properties / valuation_multiples / properties / ev_ebitda / required
```
Added value: +[
+  "value",
+  "unit"
+]
```
- addedOutput schema / properties / data / items / properties / valuation_multiples / properties / ev_ebitda / type
```
Added value: +"object"
```
- removedOutput schema / properties / data / items / properties / valuation_multiples / properties / market_cap / $ref
```
Removed value: -"#/properties/data/items/properties/valuation_multiples/properties/current_price"
```
- addedOutput schema / properties / data / items / properties / valuation_multiples / properties / market_cap / additionalProperties
```
Added value: +false
```
- addedOutput schema / properties / data / items / properties / valuation_multiples / properties / market_cap / description
```
Added value: +"Market cap at this row's period_end close — NOT the current market cap."
```
- addedOutput schema / properties / data / items / properties / valuation_multiples / properties / market_cap / properties
```
Added value: +{
+  "unit": {
+    "$ref": "#/properties/data/items/properties/valuation_multiples/properties/current_price/properties/unit"
+  },
+  "value": {
+    "$ref": "#/properties/data/items/properties/valuation_multiples/properties/current_price/properties/value"
+  }
+}
```
- addedOutput schema / properties / data / items / properties / valuation_multiples / properties / market_cap / required
```
Added value: +[
+  "value",
+  "unit"
+]
```
- addedOutput schema / properties / data / items / properties / valuation_multiples / properties / market_cap / type
```
Added value: +"object"
```
- removedOutput schema / properties / data / items / properties / valuation_multiples / properties / pb_ratio / $ref
```
Removed value: -"#/properties/data/items/properties/valuation_multiples/properties/current_price"
```
- addedOutput schema / properties / data / items / properties / valuation_multiples / properties / pb_ratio / additionalProperties
```
Added value: +false
```
- addedOutput schema / properties / data / items / properties / valuation_multiples / properties / pb_ratio / description
```
Added value: +"P/B at this row's period_end — a historical multiple, not the current one."
```
- addedOutput schema / properties / data / items / properties / valuation_multiples / properties / pb_ratio / properties
```
Added value: +{
+  "unit": {
+    "$ref": "#/properties/data/items/properties/valuation_multiples/properties/current_price/properties/unit"
+  },
+  "value": {
+    "$ref": "#/properties/data/items/properties/valuation_multiples/properties/current_price/properties/value"
+  }
+}
```
- addedOutput schema / properties / data / items / properties / valuation_multiples / properties / pb_ratio / required
```
Added value: +[
+  "value",
+  "unit"
+]
```
- addedOutput schema / properties / data / items / properties / valuation_multiples / properties / pb_ratio / type
```
Added value: +"object"
```
- removedOutput schema / properties / data / items / properties / valuation_multiples / properties / pe_ratio / $ref
```
Removed value: -"#/properties/data/items/properties/valuation_multiples/properties/current_price"
```
- addedOutput schema / properties / data / items / properties / valuation_multiples / properties / pe_ratio / additionalProperties
```
Added value: +false
```
- addedOutput schema / properties / data / items / properties / valuation_multiples / properties / pe_ratio / description
```
Added value: +"P/E at this row's period_end — a historical multiple, not the current one."
```
- addedOutput schema / properties / data / items / properties / valuation_multiples / properties / pe_ratio / properties
```
Added value: +{
+  "unit": {
+    "$ref": "#/properties/data/items/properties/valuation_multiples/properties/current_price/properties/unit"
+  },
+  "value": {
+    "$ref": "#/properties/data/items/properties/valuation_multiples/properties/current_price/properties/value"
+  }
+}
```
- addedOutput schema / properties / data / items / properties / valuation_multiples / properties / pe_ratio / required
```
Added value: +[
+  "value",
+  "unit"
+]
```
- addedOutput schema / properties / data / items / properties / valuation_multiples / properties / pe_ratio / type
```
Added value: +"object"
```

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 changedJun 28, 2026

changedOutput schema / properties / data / items / properties / dcf_model / properties / status / properties / reason / enum

Previous value: -[
-  "INPUT_MISSING",
-  "DENOMINATOR_NEGATIVE",
-  "VALUATION_NOT_COMPUTED",
-  "PIPELINE_NOT_AVAILABLE"
-]New value: +[
+  "INPUT_MISSING",
+  "DENOMINATOR_NEGATIVE",
+  "VALUATION_NOT_COMPUTED",
+  "PIPELINE_NOT_AVAILABLE",
+  "PRICE_NOT_AVAILABLE"
+]

addedOutput schema / properties / data / items / properties / valuation_multiples

Added value: +{
+  "additionalProperties": false,
+  "properties": {
+    "current_price": {
+      "additionalProperties": false,
+      "properties": {
+        "unit": {
+          "type": [
+            "string",
+            "null"
+          ]
+        },
+        "value": {
+          "type": [
+            "number",
+            "null"
+          ]
+        }
+      },
+      "required": [
+        "value",
+        "unit"
+      ],
+      "type": "object"
+    },
+    "dividend_yield": {
+      "$ref": "#/properties/data/items/properties/valuation_multiples/properties/current_price"
+    },
+    "ev_ebitda": {
+      "$ref": "#/properties/data/items/properties/valuation_multiples/properties/current_price"
+    },
+    "market_cap": {
+      "$ref": "#/properties/data/items/properties/valuation_multiples/properties/current_price"
+    },
+    "pb_ratio": {
+      "$ref": "#/properties/data/items/properties/valuation_multiples/properties/current_price"
+    },
+    "pe_ratio": {
+      "$ref": "#/properties/data/items/properties/valuation_multiples/properties/current_price"
+    }
+  },
+  "required": [
+    "current_price",
+    "market_cap",
+    "pe_ratio",
+    "pb_ratio",
+    "ev_ebitda",
+    "dividend_yield"
+  ],
+  "type": "object"
+}

changedOutput schema / properties / data / items / required

Previous value: -[
-  "fiscal_year",
-  "fiscal_period",
-  "period_end",
-  "accepted_at",
-  "profitability",
-  "cash_flow",
-  "leverage",
-  "dcf_model"
-]New value: +[
+  "fiscal_year",
+  "fiscal_period",
+  "period_end",
+  "accepted_at",
+  "profitability",
+  "cash_flow",
+  "leverage",
+  "valuation_multiples",
+  "dcf_model"
+]

Changed2 schema fields changedJun 18, 2026

addedOutput schema / properties / _meta / properties / pit_safe / description

Added value: +"true iff a zero-look-ahead point-in-time cut was applied to every returned figure"

addedOutput schema / properties / dcf_pit

Added value: +{
+  "description": "Present only when as_of_date is supplied. The DCF/DDM leg comes from valuation.parquet, which is filtered by created_at (the pipeline computation timestamp), NOT the SEC accepted_at — so even with an as_of_date cut the DCF figures are BEST-EFFORT point-in-time, not strictly look-ahead-free. The profitability/cash-flow/leverage legs ARE strictly PIT-safe (fact.parquet, accepted_at).",
+  "enum": [
+    "best_effort"
+  ],
+  "type": "string"
+}

Changed5 schema fields changedJun 5, 2026

removedOutput schema / properties / data / items / properties / dcf_model / properties / fcf_base
```
Removed value: -{
-  "type": [
-    "number",
-    "null"
-  ]
-}
```

addedOutput schema / properties / data / items / properties / dcf_model / properties / fcf_base_per_share

Added value: +{
+  "description": "Pipeline DCF base earnings, PER-SHARE USD (from valuation.base_earnings). NOT the absolute total-company FCF base compute_dcf reports as `fcf_base_total_usd`.",
+  "type": [
+    "number",
+    "null"
+  ]
+}

changedOutput schema / properties / data / items / properties / dcf_model / required

Previous value: -[
-  "wacc",
-  "fcf_base",
-  "stage1_growth_rate",
-  "terminal_growth_rate",
-  "dcf_value_per_share",
-  "ddm_value_per_share"
-]New value: +[
+  "wacc",
+  "fcf_base_per_share",
+  "stage1_growth_rate",
+  "terminal_growth_rate",
+  "dcf_value_per_share",
+  "ddm_value_per_share"
+]

addedOutput schema / properties / data / items / properties / metrics_availability

Added value: +{
+  "additionalProperties": {
+    "description": "Explicit availability status. A real reported zero is 'available' with value 0 — never null. 'not_reported' = filing omitted it; 'not_mapped' = XBRL mapping uncertain; 'suppressed' = below confidence; 'error' = compute/retrieval failed.",
+    "enum": [
+      "available",
+      "not_reported",
+      "not_mapped",
+      "suppressed",
+      "error"
+    ],
+    "type": "string"
+  },
+  "type": "object"
+}

addedOutput schema / properties / data / items / properties / metrics_provenance

Added value: +{
+  "additionalProperties": {
+    "additionalProperties": false,
+    "description": "Provenance pointer: origin 'dataset' carries the SHA-256 fact_id + source filing; origin 'computed' carries the formula + the input fact_ids (verify with verify_fact_lineage).",
+    "properties": {
+      "accepted_at": {
+        "type": "string"
+      },
+      "fact_id": {
+        "type": "string"
+      },
+      "formula": {
+        "type": "string"
+      },
+      "inputs": {
+        "items": {
+          "additionalProperties": false,
+          "properties": {
+            "fact_id": {
+              "type": "string"
+            },
+            "role": {
+              "type": "string"
+            },
+            "value": {
+              "type": [
+                "number",
+                "null"
+              ]
+            }
+          },
+          "required": [
+            "role"
+          ],
+          "type": "object"
+        },
+        "type": "array"
+      },
+      "origin": {
+        "enum": [
+          "dataset",
+          "computed"
+        ],
+        "type": "string"
+      },
+      "source_filing": {
+        "type": "string"
+      },
+      "source_url": {
+        "type": "string"
+      }
+    },
+    "required": [
+      "origin"
+    ],
+    "type": "object"
+  },
+  "type": "object"
+}

Changed2 schema fields changedApr 28, 2026

addedOutput schema / properties / data / items / properties / dcf_model / properties / status

Added value: +{
+  "additionalProperties": false,
+  "properties": {
+    "detail": {
+      "type": "string"
+    },
+    "reason": {
+      "enum": [
+        "INPUT_MISSING",
+        "DENOMINATOR_NEGATIVE",
+        "VALUATION_NOT_COMPUTED",
+        "PIPELINE_NOT_AVAILABLE"
+      ],
+      "type": "string"
+    }
+  },
+  "required": [
+    "reason",
+    "detail"
+  ],
+  "type": "object"
+}

addedOutput schema / properties / data / items / properties / null_reasons

Added value: +{
+  "additionalProperties": {
+    "$ref": "#/properties/data/items/properties/dcf_model/properties/status"
+  },
+  "type": "object"
+}

Changed3 schema fields changedApr 28, 2026

addedOutput schema / properties / _meta / properties / payg_override / properties / entity_scope_hash
```
Added value: +{
+  "type": "string"
+}
```
addedOutput schema / properties / _meta / properties / payg_override / properties / ticker_count
```
Added value: +{
+  "type": "number"
+}
```

changedOutput schema / properties / _meta / properties / payg_override / required

Previous value: -[
-  "quote_id",
-  "tool",
-  "meter",
-  "amount_cents",
-  "retry_token_hash"
-]New value: +[
+  "quote_id",
+  "tool",
+  "meter",
+  "amount_cents",
+  "ticker_count",
+  "entity_scope_hash",
+  "retry_token_hash"
+]

Changed1 schema field changedApr 28, 2026

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"
+    },
+    "meter": {
+      "type": "string"
+    },
+    "quote_id": {
+      "type": "string"
+    },
+    "retry_token_hash": {
+      "type": "string"
+    },
+    "tool": {
+      "type": "string"
+    }
+  },
+  "required": [
+    "quote_id",
+    "tool",
+    "meter",
+    "amount_cents",
+    "retry_token_hash"
+  ],
+  "type": "object"
+}

Changed1 schema field changedApr 27, 2026

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"
+}

Changed1 schema field changedApr 27, 2026

addedOutput schema / properties / _meta / properties / truncation

Added value: +{
+  "additionalProperties": false,
+  "description": "Set when fewer rows were returned than requested — explains why and points to a remedy",
+  "properties": {
+    "current_plan": {
+      "type": "string"
+    },
+    "plan_limit": {
+      "minimum": 0,
+      "type": "integer"
+    },
+    "reason": {
+      "enum": [
+        "PLAN_LIMIT",
+        "DATA_NOT_AVAILABLE",
+        "FISCAL_YEAR_BOUNDARY_FILTER",
+        "OTHER"
+      ],
+      "type": "string"
+    },
+    "requested": {
+      "minimum": 0,
+      "type": "integer"
+    },
+    "returned": {
+      "minimum": 0,
+      "type": "integer"
+    },
+    "upgrade_required_for": {
+      "type": "string"
+    },
+    "upgrade_url": {
+      "type": "string"
+    }
+  },
+  "required": [
+    "requested",
+    "returned",
+    "reason"
+  ],
+  "type": "object"
+}

Changed3 schema fields changedApr 27, 2026

addedOutput schema / properties / _meta / properties / data_quality

Added value: +{
+  "additionalProperties": false,
+  "description": "Server-side invariants run on this response",
+  "properties": {
+    "notes": {
+      "items": {
+        "type": "string"
+      },
+      "type": "array"
+    },
+    "validation_failed": {
+      "items": {
+        "additionalProperties": false,
+        "properties": {
+          "detail": {
+            "type": "string"
+          },
+          "rule": {
+            "type": "string"
+          }
+        },
+        "required": [
+          "rule",
+          "detail"
+        ],
+        "type": "object"
+      },
+      "type": "array"
+    },
+    "validation_passed": {
+      "items": {
+        "type": "string"
+      },
+      "type": "array"
+    }
+  },
+  "required": [
+    "validation_passed",
+    "validation_failed",
+    "notes"
+  ],
+  "type": "object"
+}

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"
+}

Changed4 schema fields changedApr 25, 2026

changedInput schema / properties / as_of_date / description

Previous value: -"Point-in-time date (YYYY-MM-DD). Only returns data with knowledge_at on or before this date. Eliminates look-ahead bias for backtesting."New value: +"Point-in-time date (YYYY-MM-DD). Only returns data with accepted_at on or before this date. Eliminates look-ahead bias for backtesting."

addedOutput schema / properties / data / items / properties / accepted_at
```
Added value: +{
+  "type": "string"
+}
```
removedOutput schema / properties / data / items / properties / knowledge_at
```
Removed value: -{
-  "type": "string"
-}
```

changedOutput schema / properties / data / items / required

Previous value: -[
-  "fiscal_year",
-  "fiscal_period",
-  "period_end",
-  "knowledge_at",
-  "profitability",
-  "cash_flow",
-  "leverage",
-  "dcf_model"
-]New value: +[
+  "fiscal_year",
+  "fiscal_period",
+  "period_end",
+  "accepted_at",
+  "profitability",
+  "cash_flow",
+  "leverage",
+  "dcf_model"
+]

First observedApr 22, 2026

TDQS

A4.7/5.0

Behavior5/5

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

Annotations already declare readOnlyHint=true and idempotentHint=true. The description adds substantial behavioral context beyond annotations: PIT-safety of fact.parquet fields, live nature of valuation_multiples, null_reasons handling (null != 0), DCF recomputation caveats, and guidance for strict-PIT DCF. This is far beyond the structured fields and is critical for correct interpretation.

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

Conciseness5/5

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

Though lengthy, the description is information-dense and logically structured: purpose, returns, data sources, null handling, alternatives, availability. Every sentence adds value; there is no redundancy or filler. The front-loaded purpose ensures immediate understanding.

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?

Given the tool's complexity (mixed PIT-safe and live fields, optional DCF inputs, null semantics) and rich output schema, the description is complete. It explains return value shapes, null reporting, PIT caveats, and recommends alternatives. No critical aspect is left unaddressed.

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

Parameters3/5

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

Schema description coverage is 100% and each parameter already has clear documentation. The description does not add new parameter-level semantics; it focuses on return fields and data lineage. Baseline 3 is appropriate because the schema carries the burden.

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

Purpose5/5

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

The description opens with a specific verb+resource: 'Get comprehensive valuation and profitability metrics for a US public company.' It then enumerates exact returned field groups, clearly distinguishing this from sibling tools like get_financial_ratios.

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?

Explicit usage guidance is provided: 'Use this *instead of* `get_financial_ratios` when DCF/intrinsic value or price multiples matter; use `get_financial_ratios` when you only need the raw ratio table.' This names the alternative and states when to prefer each. Additional context about PIT-safety and DCF availability further guides appropriate use.

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

Try in Browser

RayrunBuild, deploy, and operate MCP servers without becoming an infrastructure team.ray.runAd

Glama MCP Gateway

Add one secure layer between your agents and this server.

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.

Valuation Metrics

Input Schema

Output Schema

Schema Changelog

TDQS

Glama MCP Gateway

TDQS

Resources