Valuein — SEC EDGAR Fundamentals & Smart-Money Data

List Claims

list_claims

Read-onlyIdempotent

List the caller's saved claims, most-recent-first, with AND-composed filters and cursor pagination. Filter by ticker, claim_type (assertion/prediction/judgment), tag, or lifecycle status (open/confirmed/refuted/expired/stale/needs_review). Archived claims are excluded unless include_archived is set.

Tier: all paid + free tiers (sample rejected).

Input Schema

TableJSON Schema

Name	Required	Description	Default
`tag`	No	Filter to claims carrying this topical tag.
`limit`	No	Page size (max 100).
`cursor`	No	Pagination cursor from a previous page's next_cursor.
`status`	No	Filter by lifecycle status, or 'all'.	all
`ticker`	No	Filter to claims referencing this ticker.
`claim_type`	No	Filter by epistemic type.
`include_archived`	No	Include soft-deleted claims.

Output Schema

TableJSON Schema

Name	Required	Description
`_meta`	Yes	Provenance envelope — data lineage for every MCP response
`claims`	Yes
`next_cursor`	Yes
`total_count`	Yes

Schema Changelog

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

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"
+}

Changed1 schema field changedJul 8, 2026

changedInput schema / properties / tag / enum

Previous value: -[
-  "financial",
-  "valuation",
-  "operational",
-  "competitive",
-  "structural",
-  "strategic",
-  "macro",
-  "behavioral",
-  "catalyst",
-  "risk",
-  "trend",
-  "comparison",
-  "liquidity",
-  "governance",
-  "guidance"
-]New value: +[
+  "financial",
+  "valuation",
+  "operational",
+  "competitive",
+  "structural",
+  "strategic",
+  "macro",
+  "behavioral",
+  "catalyst",
+  "risk",
+  "trend",
+  "comparison",
+  "causation",
+  "liquidity",
+  "governance",
+  "guidance"
+]

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"
+}

Changed1 schema field changedJul 3, 2026

addedOutput schema / properties / claims / items / properties / outcome_components

Added value: +{
+  "anyOf": [
+    {
+      "additionalProperties": {},
+      "type": "object"
+    },
+    {
+      "type": "null"
+    }
+  ],
+  "description": "Phase C resolved-metric breakdown ({evaluated, basis} from gradeClaim). Null when not yet resolved or resolved without a breakdown (manual); absent entirely on claims resolved before Phase C shipped — both mean 'no components recorded'."
+}

Changed1 schema field changedJun 23, 2026

addedOutput schema / properties / claims / items / properties / evidence / properties / source_links

Added value: +{
+  "description": "On-read enrichment of source_urls with interactive SEC viewer links.",
+  "items": {
+    "additionalProperties": false,
+    "properties": {
+      "document_url": {
+        "description": "Direct link to the rendered primary document, or null.",
+        "type": [
+          "string",
+          "null"
+        ]
+      },
+      "inline_viewer_url": {
+        "description": "SEC Inline-XBRL viewer on the rendered filing, or null when not iXBRL.",
+        "type": [
+          "string",
+          "null"
+        ]
+      },
+      "sec_url": {
+        "description": "EDGAR filing-index page — always resolves.",
+        "type": "string"
+      },
+      "url": {
+        "description": "The original stored source_url (verbatim).",
+        "type": "string"
+      }
+    },
+    "required": [
+      "url",
+      "sec_url",
+      "document_url",
+      "inline_viewer_url"
+    ],
+    "type": "object"
+  },
+  "type": "array"
+}

Changed1 schema field 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"
```

Changed1 schema field changedJun 5, 2026

changedOutput schema / properties / claims / items / properties / evidence / properties / fact_ids / description

Previous value: -"fact_ids backing the claim. Cross-checked against lineage at grade time."New value: +"fact_ids backing the claim. Verified against live SEC data at save time (rejected if unresolvable)."

AddedMay 28, 2026

TDQS

A4.3/5.0

Behavior4/5

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

Annotations confirm read-only, idempotent, non-destructive behavior. Description adds value by explaining archived claims exclusion, AND-composed filters, cursor pagination, and tier restrictions. No contradiction with annotations.

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?

Extremely concise: two sentences plus a tier note. Front-loaded with core action, no redundant information. Every sentence serves a purpose.

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 presence of an output schema and annotations, the description fully covers purpose, filtering, ordering, pagination, and access constraints. No gaps for a list tool.

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 coverage is 100% with detailed descriptions. The description adds context (AND-composed filters, cursor pagination) but mostly reiterates filter capabilities already in schema. Baseline 3 is appropriate.

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?

Description clearly states it lists the caller's saved claims with specific ordering (most-recent-first), filtering options, and pagination. It distinguishes from siblings like list_claims_for_thesis and list_public_claims_by_user by specifying 'caller's saved claims' and explicit filtering.

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

Usage Guidelines4/5

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

Description tells when to use (list own claims) but does not explicitly state when not to use or suggest alternatives. However, the context from sibling tools implies differentiation, and the description is clear enough.

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.

List Claims

Input Schema

Output Schema

Schema Changelog

TDQS

Glama MCP Gateway

TDQS

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