Valuein — SEC EDGAR Fundamentals & Smart-Money Data

Search for US public companies by name, ticker symbol, CIK (SEC identifier), or SIC industry code. Returns ticker, company name, sector, industry, exchange, and current S&P 500 membership status. Use this tool to resolve a company name to ticker/CIK before calling `get_company_fundamentals`, `get_valuation_metrics`, or other tools that require a ticker — they do not fuzzy-match company names. **U

Retrieve standardized SEC EDGAR fundamental financial metrics for a US public company. Returns revenue, gross profit, operating income, net income, EPS (diluted), total assets, total liabilities, stockholders' equity, cash & equivalents, total debt, operating cash flow, and capital expenditures for one or more fiscal periods. Data sourced from 10-K (annual) and 10-Q (quarterly) filings. Point-in-t

Get what a US public company is TRADING AT, plus two parameter-free reference points. This is NOT an opinion of intrinsic worth — for that, call `compute_dcf` with assumptions you state explicitly, and present the result as a scenario, never as "the" fair value. Returns per-period data combining computed ratios (gross_margin, operating_margin, net_margin, ROE, ROA, ROIC, debt_to_equity, FCF, FCF m

Get pipeline-computed financial ratios from ratio.parquet. Served categories: profitability (margins, ROE, ROA, ROIC), liquidity (current ratio, quick ratio), leverage (D/E, interest coverage, net debt/EBITDA), efficiency (asset turnover, inventory days), per_share (EPS, BVPS, FCF/share), owner_earnings (Buffett FCF, owner yield), valuation (pe_ratio, pb_ratio, ev_ebitda, market_cap, dividend_yiel

Get direct links to original SEC EDGAR filings for any US public company. Returns four per-filing deep links: `sec_url` (the EDGAR filing-index page listing every document), `viewer_url` (the cgi-bin Financial-Report viewer for the specific accession), `inline_viewer_url` (the SEC Inline-XBRL viewer opened on the rendered primary document — the strongest provenance link, `null` when the filing is

Get a multi-year capital allocation breakdown for a US public company. Shows how management deploys cash across all six categories — capex, R&D, M&A, dividends, buybacks, and debt — plus pre-computed deployment ratios (% of operating cash flow) and over-distribution flags. Use this tool when the user asks: how does a company allocate capital, what's the buyback-vs-dividend mix, is the company over

Get ratio-based peer comparison for a company and its closest competitors. Peers are selected by matching 2-digit SIC industry code. Returns pipeline-computed ratios from up to 10 peers alongside the subject company for direct benchmarking. Ratio categories: profitability, liquidity, leverage, efficiency, per_share, owner_earnings, valuation. TTM (trailing twelve months) ratios are used when avail

Use this tool to answer questions about historical index membership — e.g. "Was Company X in the S&P 500 on date Y?" or "Which companies were in the Russell 2000 on 2010-01-01?" Use this INSTEAD OF `search_companies` when the question involves a specific historical date or whether a company was an index member in the past — `search_companies` only returns current membership and cannot answer histo

Returns a short-lived (15-min) download URL for a bulk Parquet object that can be piped directly into Python/DuckDB/Polars for high-throughput computation that exceeds the MCP context window. The URL streams the object straight from Valuein storage and supports HTTP range reads, so `duckdb.read_parquet(url)` / `pl.read_parquet(url)` work without downloading the whole file first. Datasets: fact (pe

Returns the Parquet schema for all tables in the Valuein SEC data warehouse. Includes table descriptions, column names, types, primary keys, and foreign-key references. Use this tool to understand the data model before querying with other tools. No data reads required — schema is embedded in the manifest. Available on all plans.

List Valuein's expert research playbooks — the step-by-step procedures a senior equity analyst follows, each encoding the exact tool sequence, parallel-wave grouping, and output structure for one task (research brief, screen and shortlist, forensic quality audit, capital-allocation review, survivorship-free backtest, smart-money brief, thesis lifecycle, and more). CALL THIS FIRST for any multi-st

Load one expert research playbook by name (discover names with `list_sops`). Returns the full procedure: the ordered tool sequence, which calls to group into parallel waves, the provenance and citation rules, and the exact output structure. Supply the playbook's arguments (e.g. `ticker`) to get a concrete, ready-to-execute plan. Omit them to read the generic template with `{{ARG}}` placeholders.

Use this tool when the user asks BOTH what a financial figure is AND which filing reported it — e.g. "What was Apple's most recently reported revenue, and which 10-Q filed it?" or "Show me the accession ID for Tesla's latest net income." Returns a single fact plus its complete filing provenance: entity, concept, period, value, accession ID, filing URL, and form type (10-K, 10-Q, etc.). Use this I

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

Compare a company's core financial metrics across two fiscal periods side-by-side. Shows absolute and percentage changes with significance classification (minor < 5%, notable 5–15%, significant > 15%). The response includes a `material_changes` count: this is the number of metrics whose `significance` ∈ {notable, significant} (i.e. absolute percentage change > 5%). Use it as a quick scalar to tri

Rank companies by cross-sectional factor scores from factor_scores.parquet. Returns the underlying factors (roe, gross_margin, operating_margin, net_profit_margin, revenue_growth_yoy, fcf_to_assets, debt_to_equity, asset_turnover, current_ratio, piotroski_f_score) plus their percentile ranks (1.0 = best in universe, 0.0 = worst). `composite_rank` (the default sort) is a one-number multi-factor sho

Reported earnings results and a model-derived earnings-trend signal for a company, by fiscal period: actual reported EPS, a trailing-trend EPS estimate (`eps_trend_est`), the deviation of actual vs that trend (`eps_surprise_pct`), reported revenue, and year-over-year revenue growth. IMPORTANT: `eps_trend_est` is NOT Wall Street analyst consensus — Valuein is sourced purely from SEC EDGAR and carri

List financial-statement restatements — facts a later SEC filing materially changed (>0.5% swing) from what was originally reported. Each event carries the as-reported value, the restated value, the signed delta, a severity bucket, the RAW XBRL tag both filings used (the diff is same-tag, so it is apples-to-apples and checkable), both filings' accession numbers for one-click lineage, an analyst-im

File product feedback to the Valuein team — a bug, feature request, experience note, or data-quality issue — directly from the agent surface. Available on EVERY tier including guest/sample (no token required), so an agent can report a rough edge in-band without the human leaving the conversation. Provide a `category` and a `message` (other fields optional — see params). Authenticated callers can p

File EXPLICIT, structured feedback about a specific artifact you (or the model) produced — a chat message, a report, a thesis, a claim, a tool call, or the schema. Use this (not `submit_feedback`) when you can name WHAT was judged and HOW: pass `target_type` + `target_id` + a `sentiment` (positive/negative/correction), and optionally a structured `reason` (e.g. wrong_number, bad_citation, hallucin

Form 3 / 4 / 5 / 144 line items for a US public company. Returns each transaction (or initial holding / proposed sale) with the insider's name, role, transaction code, share count, price, and notional. Filters by lookback window, transaction code (P=purchase, S=sale, A=grant, M=option exercise, F=tax withholding, etc.), insider role, and minimum share threshold. Institutional tier only — sample /

Returns top-N institutional holders of a US public company at a specific period_end (latest by default), with aggregate institutional shares, total market value, holder count, and HHI concentration (sum of squared share-of-total percentages). Sourced from Form 13F-HR via the by-issuer partition. Institutional tier only. 13F filings carry a ~45-day reporting lag — staleness_warning fires when la

Returns a 13F filer's full portfolio at a specific period_end (latest by default), with QoQ deltas vs the prior quarter (new / increased / decreased / exited / unchanged). Specify the filer either by filer_cik (preferred) or filer_name (fuzzy match against entity.name; multiple matches raise an ambiguity error so you can disambiguate by CIK). Institutional tier only.

Returns SC 13D / SC 13G blockholder disclosures (5%+ stakes) for a US public company. Each row carries percent_owned, sole/shared voting + dispositive split, schedule_type, and the first-class ``going_active`` flag — TRUE when the same filer flipped 13G → 13D within the lookback window (the single most actionable activist signal in this dataset). Use latest_only=true (default) to dedupe to the mos

Role-weighted insider sentiment score on a fixed [-100, +100] scale for a single issuer over a lookback window. Role weights: CEO/CFO = 3.0 (via officer_title pattern), other NEO Officer = 2.0, 10%-Owner = 1.5, Director = 1.0. P = +1, S = -1; option exercises, grants, and tax withholdings are neutralised. Cluster flag = TRUE when ≥3 distinct insiders transacted within any 30-day window inside t

Classification-aware UNION across insider transactions (latest post_transaction_shares per insider), 13F institutional holdings, and SC 13D / 13G blockholder filings for one issuer. Each row carries holder_class ∈ {insider, institutional, blockholder_13D, blockholder_13G}. Dedupes overlapping filers by precedence (13D > 13G > institutional > insider). One call, classified cap table — Bloomberg

Composite flow score on [-100, +100] aggregating insider transactions, 13F institutional Δ-shares vs the prior quarter, and SC 13D/13G blockholder changes over a lookback window. Each component normalised independently, then combined with configurable weights (default: institutional 0.4, blockholder 0.4, insider 0.2). Returns per-component attribution so an agent can see WHY the score is what it i

Persist a directional investment thesis (bull / bear / neutral) on a ticker. The thesis becomes part of the caller's private research diary; pair with `list_theses` + `score_thesis_outcome` to track conviction-vs-outcome over time. Pass `idempotency_key` for at-most-once semantics from a retrying agent. **Use this AFTER** the agent has finished its analysis, not before — the thesis records the co

Return the caller's saved theses, newest-first. Filters: ticker (exact), view, status. Cursor-based pagination — pass `next_cursor` from the previous response to fetch the next page. Sample tier rejected (no per-user state).

Fetch a single saved thesis by its id. Returns the full record including outcome (if scored). Returns NOT_FOUND if the id is unknown or belongs to another user. For the claims composing a thesis use list_claims_for_thesis; for an individual claim use get_claim. Tier: paid + free (sample rejected).

Soft-delete a saved thesis: status flips to `archived` (the row stays for audit / re-scoring). Idempotent — archiving an already-archived thesis succeeds. Hard-delete is not supported by design; future versions may expire archived theses after N years. This does not delete the claims linked to the thesis — use delete_claim for those. Tier: paid + free (sample rejected).

Undo a delete: restores a thesis, watchlist, signal, claim or report that `delete_*` archived, a rule, citation override or uploaded document that `delete_*` removed, a memory entry removed by `delete_agent_memory` (id = its key), an inbox item hidden by `dismiss_inbox_item` (id = inbox_id), a task cancelled by `cancel_scheduled_task` (id = task_id), or a standing agent removed by `delete_agent` (

Grade a saved thesis against fundamental momentum since its creation. Pulls revenue / operating-margin / EPS / OCF deltas and aggregates into a score in [-1, +1]. Bull theses are graded by directional alignment, bear by inverse, neutral by closeness-to-flat. The grade is persisted back to the thesis row; re-call to refresh once new fundamentals land. **Note (PR 2)**: scoring is fundamental-only —

Find every thesis past its horizon with no outcome yet, and grade each via `score_thesis_outcome`. Operates on the caller's OWN theses — omit `customer_id`. Targeting another user's `customer_id` is reserved for Valuein's internal scoring service and is rejected for every plan, including Institutional. Returns a summary + per-thesis results. Idempotent — a re-call only re-grades anything not alrea

Resolve a saved workflow by id and return a structured execution plan for a single ticker. Each plan entry names a real MCP tool or SOP plus its ticker-substituted arguments; the calling agent invokes them in order, applying any `skip_if` predicate against the previous step's output. **This tool does NOT execute the steps server-side.** It plans; the agent runs. Iterate through `plan[]` in order,

Return the PUBLIC theses + reputation aggregate for a user identified by Stripe customer_id. Used by the /[handle] profile page to render an analyst's track record. Only entries with visibility='public' are surfaced — private theses never leak. Reputation is correct/(correct+wrong) over graded theses; null when n < 5 (sample too small). Sample tier rejected; sp500+ only.

Make a saved thesis discoverable by flipping its visibility: `public` (default) surfaces it on the author's /[handle] profile and counts toward their reputation aggregate; `unlisted` makes it reachable at a known direct link but keeps it off the profile. Use AFTER save_thesis to promote an existing thesis (save_thesis sets visibility only at creation). Idempotent. Pair with unpublish_thesis to rev

Revert a published thesis (public or unlisted) back to `private` — removes it from the author's /[handle] profile and excludes it from the public reputation aggregate. The inverse of publish_thesis. Owner-only, idempotent. Tier: sp500+ (sample rejected).

Persist a single falsifiable, evidence-backed CLAIM — the atomic unit of the research graph. Use this for each discrete assertion an analysis produces (e.g. 'NVDA gross margin stays above 70% through FY2026'), then compose claims into a thesis with `link_claim_to_thesis`. Claims are scored independently of theses, so claim accuracy is tracked as its own track record. Pick `claim_type` by HOW it's

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).

Fetch a single claim by id, plus the ids of theses it supports/refutes and its full append-only score history. Use this to inspect a claim's evidence, current status, and how its outcome has evolved. Tier: all paid + free tiers (sample rejected).

Soft-delete a claim by id. The row and its score history are preserved for audit (archived, not erased); the claim drops out of default list_claims results. Idempotent — deleting an already-archived claim succeeds. Tier: all paid + free tiers (sample rejected).

Attach a claim to a thesis with a role: 'supports' (the claim, if true, strengthens the thesis), 'refutes' (if true, weakens it — track disconfirming evidence first-class), or 'context' (relevant but not directional). Idempotent — re-linking updates the role. A claim can support one thesis and refute another. This composes theses from claims; it does NOT make the thesis score a function of claim

Remove the link between a claim and a thesis. Idempotent — succeeds whether or not the link existed. The claim and thesis themselves are untouched. Undoable: the response carries `prior_role` (supports/refutes/context, null when there was no link), so calling `link_claim_to_thesis` with the same thesis_id, claim_id and role re-creates the link exactly. Tier: paid + free (sample rejected).

List the claims composing a thesis, each with its role (supports/refutes/context). This is how you read a thesis as the structured argument it is — its supporting and disconfirming claims with their current statuses. Archived claims are omitted. Tier: paid + free (sample rejected).

Resolve a claim's outcome. By default auto-grades an `auto` claim by evaluating its verifiable_condition against SEC fundamentals (confirmed/refuted), or marks it `needs_review` when it can't be resolved deterministically (judgment, antecedent, or missing data). To record a human/agent judgment instead, pass `manual_status` (+ optional score/reason). Idempotent — re-scoring the same resolution is

Find every auto-gradable claim that is due (assertions in open/needs_review/stale; predictions whose horizon has passed) and resolve each against fundamentals. Operates on the caller's OWN claims — omit `customer_id`. Targeting another user's `customer_id` is reserved for Valuein's internal scoring service and is rejected for every plan, including Institutional. Returns a summary + per-claim resul

Return the PUBLIC claims + claim-accuracy reputation for a user identified by Stripe customer_id. Used by the /[handle] profile to render an analyst's claim-level track record — a separate signal from thesis-outcome accuracy. Only visibility='public' claims surface; private state never leaks. Accuracy is confirmed/(confirmed+refuted) over resolved claims; null when n < 5. Sample tier rejected; sp5

Make a saved claim discoverable by flipping its visibility: `public` (default) surfaces it on the author's /[handle] profile and counts toward their claim-accuracy reputation; `unlisted` makes it reachable at a known direct link but keeps it off the profile. Use AFTER save_claim to promote an existing claim. Idempotent. Pair with unpublish_claim to revert to private. Tier: sp500+ (sample rejected)

Revert a published claim (public or unlisted) back to `private` — removes it from the author's /[handle] profile and excludes it from the public claim-accuracy aggregate. The inverse of publish_claim. Owner-only, idempotent. Tier: sp500+ (sample rejected).

Persist a correction of a citation value. The correction is keyed on the canonical `fact_id` (a stable hash of CIK + accession + concept + period) so it applies to every report that references that same fact — including agent-regenerated reports. Re-saving the same fact_id replaces the prior correction in place (no duplicate row). The `fact_id` is VERIFIED against live SEC data (scoped to `ticker

Author-only newest-first listing of the caller's citation corrections. Filterable by ticker (e.g. all AAPL corrections) or by a single fact_id (returns 0 or 1 row). Pair with `save_citation_override` and `delete_citation_override`. Sample tier rejected. Agent use: call with `ticker` to introspect what corrections the user has previously applied on that ticker — useful for system prompts that resp

Remove a user-authored citation correction by fact_id. Idempotent — deleting a missing override returns deleted=false without error. UNDOABLE: restore_deleted with kind 'citation_override' brings it back (unless a new save for the same fact_id replaced it). Once deleted, reports that previously rendered the corrected value revert to the canonical fact value on next regeneration. Tier: paid + free

Record (or update) the review state of ONE figure inside a report — the durable answer to 'has a human traced this number back to its filing?' Upsert keyed on (report_id, figure_key): re-reviewing a figure REPLACES its prior mark, it never appends, so this is always the figure's current state, never a history. `figure_key` is an opaque id you mint yourself for one figure — for a dataset-backed fig

List every figure review recorded for one report, plus a state-count summary — the coverage view for 'which figures in this report still need a human?' A report with no reviews yet returns an empty list and an all-zero summary; that is a legitimate answer, not an error. Owner-scoped — only returns your own review marks. Tier: sp500+ (sample rejected).

Fetch the Auditable Research File behind one of the caller's own agent runs — the complete evidence chain an examiner asks for: the originating prompt, every tool the agent called in order, every `fact_id` it cited, every human approval, and which models were used. Assembled from the immutable audit ledger written as the run executed; nothing here is reconstructed or inferred. Name the subject EIT

Request a Valuein compliance certificate for one of the caller's OWN reports — a signed, publicly verifiable attestation at valuein.biz/verify/{id} that every fact the report cited was knowable at the time it was used (absence of lookahead bias). It attests provenance ONLY: it says nothing about whether the report's conclusions are correct or profitable, and must never be presented as though it di

Check EVERY number in one of your own reports against the filing it cites, in one call. Returns a verdict per figure: `matches` (the prose quotes the filing's own rendered string), `differs` (positive evidence the filing says something else — the report is wrong), or `not_checkable` (no comparison was possible). CALL THIS BEFORE `publish_report` OR `sign_off_report`. `publish_report` REFUSES a rep

Upsert a named watchlist with a list of tickers. Replace semantics — the full ticker list is the source of truth for that name. Use this for both creation AND modification (delete + recreate is not required for edits). 500-ticker cap per list. Names are case-insensitive uniqueness. Optional `weights` (ticker → relative number) marks a list the user HOLDS rather than merely follows; omit it entirel

Paginated newest-first listing of the caller's watchlists (id, name, tickers, status, counts). Filter by `status` (active/archived/all). Returns metadata only — use get_watchlist for one list's full ticker set, or watchlist_diff for new filings across a list. Tier: sp500+ (sample rejected).

Fetch a single watchlist (full ticker set + criteria) by its name, not an id (case-insensitive). NOT_FOUND if the name is unknown to this user. Tier: sp500+ (sample rejected).

Soft-delete a watchlist by its name (not id): status flips to `archived` (still readable via list_watchlists status=all/archived). The name is freed for reuse by a new save_watchlist. Idempotent. Tier: sp500+ (sample rejected).

Store or update ONE durable memory entry (key → value) for this user so context survives across sessions — preferences, prior conclusions, working context. Replace semantics per key (reusing a key overwrites it). Do NOT store a number you would later cite as a fact: financial figures come from data tools and carry fact_ids; memory values are never treated as verified figures. Caps: 200 entries / 8

Recall this user's durable memory. Omit `key` (or pass null) to read EVERYTHING you have remembered, newest-first — do this at the START of a task to re-ground yourself. Pass a specific `key` to fetch one entry. An absent key returns an empty list, never an error (absence is a first-class answer). Tier: sp500+ (sample rejected).

Forget ONE durable memory entry by key — use it when a note you stored is now wrong, superseded, or was only ever scratch. Every entry is re-read into your context at the start of every future run, so leaving a stale one behind means re-grounding yourself in something false; deleting is the correction. Idempotent: deleting a key that is not there returns deleted:false, not an error. Also how you f

Return new SEC filings across a set of companies since a given date. Name the companies EITHER with `name` (a watchlist you have already saved) OR with `tickers` (a list you are holding right now) — pass exactly one. Use `tickers` for an ad-hoc question: there is no need to create a watchlist just to ask, and you should not, because a saved watchlist is a durable record in the user's account. Read

Persist a signal and register it with the firing pipeline. Five condition shapes: * `filing_event` — fire when a ticker files a chosen form type (8-K, 10-K, etc.). * `ratio_threshold` — fire when a ticker's financial ratio crosses a threshold (e.g. interest_coverage < 1.5). * `watchlist_change` — fire when any ticker in a named watchlist files; takes the same optional `forms` filter as `fili

Edit an existing signal IN PLACE — rename it, change what it watches, or change where it delivers — keeping its id, its fire history (`trigger_count`, `last_triggered_at`) and every inbox item and delivery already tied to it. Pass only the fields to change; omitted fields keep their stored value. `channels` REPLACES the whole delivery list (1–4, distinct type+target); a webhook entry that keeps it

Paginated newest-first listing of the caller's signals (id, condition, channel, status, trigger_count, evaluator health). Filter by `status` (active/paused/deleted/all). Use the returned signal id with delete_signal or test_signal. Tier: sp500+ (sample rejected).

Soft-delete a signal by its id (from create_signal/list_signals): status flips to `deleted` and it is removed from the cron evaluator index so it stops firing. Signals are immutable — to change one, delete then create_signal. Idempotent. Tier: sp500+ (sample rejected).

Fire a synthetic notification through EVERY channel the signal is configured with. Use this immediately after `create_signal` to verify the channels (email address valid / webhook URL reachable + HMAC verification on the receiver). The synthetic fire is logged with a `[TEST]` summary so it affects neither the real fire counter nor the one-email-per-day cap — the next genuine match still fires norm

Newest-first listing of the caller's in-app inbox. Items are signal FIRES with a `dashboard` channel — written by the cron evaluator (or `test_signal`) — plus platform notifications written by the edge-gateway (agent run completions, morning briefs, skipped runs); use list_signals instead for the signal definitions themselves. By default dismissed items are hidden and read items are included. Curs

Set `read_at` on a single inbox item by its id (from list_signal_inbox or the signals feed resource) — not a signal id. Idempotent — re-marking does NOT reset the first-read timestamp; there is no unmark. Returns the new unread_count so the agent/UI can update its badge without a follow-up call. Tier: sp500+ (sample rejected).

Soft-delete a single inbox item by its id (from list_signal_inbox) — not a signal id; sets `dismissed_at`. The row stays queryable via `list_signal_inbox(include_dismissed=true)` for audit. Undoable: `restore_deleted` with kind `inbox_item` and this inbox_id un-dismisses it. Idempotent. Tier: sp500+ (sample rejected).

Propose an MCP tool call for human approval BEFORE running it. Call this — instead of calling the tool directly — whenever an autonomous or unattended caller (a scheduled standing agent, an unattended agent-runner run, or any MCP client operating without a human watching) is about to perform a write it knows or suspects is risky. The target tool's OWN registered risk hints (readOnlyHint/destructiv

List the caller's own staged actions still awaiting a human decision (status='proposed'), newest-first. Use this to check what an autonomous run has queued up before you approve or reject it with `approve_staged_action` / `reject_staged_action`. Tier: sp500+ (sample rejected).

Approve a staged action by id and RUN the underlying tool call it proposed, using the caller's own current credentials — never the original proposer's. Idempotent and race-safe: an action already decided (approved by a concurrent call, rejected, executed, or failed) is NEVER re-executed — this returns the action's current state with `executed_now: false` instead. On a fresh approval, `executed_now

Reject a staged action by id. Terminal — the underlying tool is NEVER called, and a rejected (or otherwise already-decided) action can never be flipped back by a later approve/reject call; `transitioned` tells you whether THIS call is what moved it to 'rejected' or whether it was already decided. An id belonging to a different customer's token is indistinguishable from an unknown id (returns NOT_F

Defer a follow-up task ("re-check AAPL margin compression in 30 days") for up to 90 days. This is an AGENT-facing primitive — call it mid-conversation/mid-run when you decide something is worth re-checking later; it is NOT a human-authorable "new task" form (use the Workspace's standing-agent scheduler for recurring, human-configured monitoring instead). On wake, an inbox item ALWAYS lands for the

Paginated newest-first listing of the caller's own scheduled (deferred) tasks — transparency into what an agent has queued for the future. Filter by `status` (pending/completed/cancelled/cancelled_owner_inactive/all). Tier: sp500+ (sample rejected).

Cancel a pending scheduled task by id (from schedule_task or list_scheduled_tasks). Only a `pending` task can be cancelled — one that already woke (completed) cannot be un-woken. Idempotent: cancelling an already-cancelled task is a no-op. Undoable: `restore_deleted` with kind `scheduled_task` and this task_id re-queues it while its wake time is still in the future and the tier cap has room. Tier:

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

Paginated newest-first listing of the caller's own rules. Tier: sp500+ (sample rejected).

Delete a rule by id (from create_rule/list_rules) — hides it from the catalog and removes it from the evaluator's scan index, so it stops firing immediately. UNDOABLE: restore_deleted with kind 'rule' brings it back and resumes evaluation (subject to the signal cap). Rules are immutable — to change one, delete then create_rule. Idempotent. Tier: sp500+ (sample rejected).

Dry-run a rule's condition_expr against a SYNTHETIC trigger payload — reports whether it WOULD have fired, but NEVER dispatches the action (no report generated, no team run, no message sent, no inbox write). Use this immediately after create_rule to sanity-check the condition before it starts evaluating against real events. Pass `sample_payload_override` to test against specific field values (e.g.

Read the caller's Morning Brief — a daily AI-generated market digest covering overnight moves across the customer's own watchlists and theses, produced by the Workspace. Omit `day` to get the most recent brief available (not necessarily today's); pass a specific `day` (YYYY-MM-DD) to fetch that day's brief. It is normal for no brief to exist yet if the customer hasn't set up or recently generated

List the caller's own standing-agent runs, newest first — status, goal, cost, and timing for each. A run may have been kicked off by this same agent (e.g. via create_rule's run_team action, a schedule_task wake, or run_agent) OR by the customer's own Workspace UI; this tool lets any MCP client check on ANY run belonging to the authenticated customer regardless of what triggered it. Filter by an ex

Fetch full detail for one of the caller's own standing-agent runs by id (from list_agent_runs) — status, goal, tickers, cost, artifact ids, role breakdown, and any error. A run may have been triggered by this same agent or by the customer's own Workspace; this tool works either way. Returns `found: false` (not an error) for an unknown id OR an id belonging to another customer — there is no disting

Create or update a standing agent — a saved {goal + tickers + schedule} that fires either a fixed step recipe (agent_type="workflow", free/deterministic) or an AI-directed team (agent_type="autonomous", charged — settles against the owner's BYO key first, falling back to the managed wallet only if funded). Upsert semantics: omit `agent_id` to CREATE a new agent; pass an existing `agent_id` to UPDA

List the caller's own standing agents (id, name, goal, tickers, agent_type, trigger config, schedule, enabled state, last/next run). Optionally filter by `agent_type` ("workflow" or "autonomous"). Use get_agent for one agent's full detail, list_agent_runs for run history, or run_agent to fire one now. Tier: sp500+ (sample rejected).

Fetch full detail for one of the caller's own standing agents by id (from save_agent/list_agents). Returns `found: false` (not an error) for an unknown id OR an id belonging to another customer — there is no distinguishing signal, by design, matching get_agent_run's posture. Tier: sp500+ (sample rejected).

Delete one of the caller's own standing agents by id. Undoable: `restore_deleted` with kind `agent` and this agent_id brings it back as it was (enabled or paused). System agents (is_system:true on get_agent/list_agents — built-in agents the platform provisions) cannot be deleted and are rejected with a clear message. Idempotent in effect: deleting an already-deleted or unknown id returns NOT_FOUND

Fire one of the caller's own standing agents now, out of band from its schedule. For agent_type="autonomous" this costs money — it settles against the owner's own BYO LLM key first, falling back to the managed wallet only if funded; agent_type="workflow" runs are free/deterministic. This call can be a legitimate NO-OP: it may report a run was SKIPPED for a real business reason (no usable compute l

Synchronously generate a research report and persist it under the caller's authorship. Two subtypes: • `reverse_dcf` — solves the stage-1 free-cash-flow growth rate the market price implies, with a 5×5 sensitivity grid across WACC × terminal-growth assumptions. Returns full markdown + structured JSON + every numerical claim's citation chain to the originating SEC accession. • `thesis` — snapshot

Fetch the current HEAD of a report by id. `format=markdown` returns the rendered body, `format=json` returns the full structured payload (sections + citations + report-type-specific data), `format=preview` returns abstract-only. Authors see any of their own reports; non-authors only get `preview` of listed reports and need the report's required tier for full bodies. Sample-tier non-authors are dow

Cursor-paginated newest-first listing of the caller's own reports (owner-scoped). Filters compose with AND; `status` defaults to 'ready' so pass status='draft' or 'all' to see drafts. Use `cursor` from the previous response's `next_cursor` to fetch the next page (limit max 100). Sample tier rejected (no per-author state).

Soft-delete a report owned by the caller: status flips to `delisted`, visibility to `private` — not a hard delete, the row and R2 artifact are preserved (90-day audit window). Idempotent (deleting an already-delisted report succeeds). Sample tier rejected.

Publish a report for FREE at `listed` or `unlisted` visibility to build your public author profile. `listed` makes it discoverable via `search_reports` (keyword catalog search); `unlisted` keeps it out of the catalog but accessible by direct id (shareable link). Author can set a `tier_required` no higher than their own plan. All listings are free today (omit `price_cents` or set it to 0); paid lis

Revert a published report (listed or unlisted) back to `private` visibility, removing it from the public catalog. Author-only. Idempotent.

Search the catalog of published research reports. All listings are free to read. Filters: free-text (matches title + abstract), ticker, report_type. Sort: `newest` (default) or `oldest`. Tier-gated: callers only see reports their plan tier can read.

Forward discounted-cash-flow valuation (two-stage Gordon-growth model): caller provides growth + WACC + terminal assumptions, returns per-share intrinsic value (`value_per_share_cents`, cents USD) + 5×5 sensitivity grid. Pulls FCF base + net debt + shares from R2; caller can override any field. Definitions (consistent with `get_financial_ratios` / `get_capital_allocation_profile`): FCF base = oper

Deterministic forensic-accounting scores for a single ticker: partial Beneish M-Score, Sloan accruals, and a solvency snapshot. Returns a red-flag narrative ranked by severity, with citations to source filings. Used by the `forensic_earnings_brief` SOP. Note: full Beneish needs AR / current assets / PPE / SGA / current liabilities, which aren't in our fundamentals model. We compute the recoverabl

End-of-day closing price for a company AS OF any calendar date. Pass `date` to get the close on that day; if the date falls on a weekend or market holiday, it resolves backward to the most recent prior trading day's close (the `price_date` field tells you which day was actually used, and `resolved_backward` flags when it stepped back). Omit `date` for the latest available close. Closes are RAW (no

Daily EOD bar series (OHLCV) for a company over a date range. Returns up to 252 trading-day bars oldest-first — one bar per trading day. Each bar carries: open / high / low / close (raw, unadjusted), total_return_index (dividends reinvested and splits neutralized, forward-compounded from an arbitrary base so only RATIOS of it are meaningful — TOTAL RETURN BETWEEN TWO DATES IS tri_b / tri_a - 1; it

Current and historical valuation multiples for a company. Omit `as_of_date` and it returns today's P/E, P/S, P/B, EV/EBITDA, EV/Revenue and FCF yield, computed from the latest EOD close and the latest TTM financials. Use it for any "what is X's P/E " / "how is X valued right now" question — never derive a multiple yourself by dividing a price by an earnings figure; that is exactly the arithmetic t

A SMALL, BOUNDED, in-Worker sanity-check backtest — NOT a full-universe backtesting engine. Answers a quick question like 'does this factor actually work on these 5 names over the last year' inline, mid-conversation, without leaving MCP. Composes two existing tools (`get_pit_universe` + `get_pit_valuation_ratios`) across up to 10 tickers x 12 rebalance dates (120 cells): for each rebalance date, c

Linked forward Income Statement / Balance Sheet / Cash Flow projection, seeded from the company's latest historical annual period. The balance sheet ties out (assets == liabilities + equity) EVERY projected year by algebraic construction — each year's `tie_out_ok` field is a live correctness check, not decoration. Interest is computed on beginning-of-period debt balances (no circular cash-sweep/re

Leveraged buyout returns analysis: caller provides entry/exit multiples, leverage, and a hold period; the tool builds a Day-1 pro-forma opening balance sheet from the deal's own sources & uses (cash-free, debt-free convention — entry_debt = leverage_multiple x EBITDA, sponsor_equity = entry_enterprise_value + minimum_cash - entry_debt), then runs it through the same linked three-statement engine a

M&A accretion/dilution: the standard sell-side/banker quick-screen for whether a proposed acquisition adds to (accretive) or subtracts from (dilutive) the acquirer's EPS in the first pro-forma year. Pulls net income + shares outstanding for both companies, and each side's latest EOD close (acquirer's price converts stock consideration into new shares issued; target's price is used only to disclose

Replace one or more sections of an existing report owned by the caller. Useful for authoring workflows where the agent's first draft (`create_report`) is refined by additional analysis before publishing. Pass `citations` for figures in the edited prose — they are MERGED into the report's existing set, never replacing it, so omitting them preserves the lineage already recorded. Bumps `version`. Doe

Author-only newest-first listing of a report's archived version history. Each entry summarises what changed (sections edited, etc.) so the workspace UI can render a clickable history without loading every artifact. Pair with `get_report_version` to fetch a specific version's content for diffing against HEAD.

Author-only fetch of a specific archived version of one of your reports, by positive-integer `version`. Returns metadata + the full payload (sections, citations, structured, markdown) — enough to render a diff against the current HEAD in the workspace editor. Use after `list_report_versions` identifies the version number you want; for the current HEAD use `get_report` instead.

Return a 15-minute presigned download URL for a report in the requested binary format. `format=md` presigns the cached markdown — instant, no compute. `format=docx` and `format=pdf` return the SAME branded research-note design in the two media: a masthead-first page 1 (Valuein letterhead — brand rule, wordmark, 'EQUITY RESEARCH' kicker + date), the ticker eyebrow and title, the named analyst's by

Save free-form markdown (e.g. a chat synthesis) as a DRAFT report you can refine in the editor and export to Word/PDF. Unlike `create_report` (which computes a structured reverse_dcf or thesis report), this accepts raw markdown and splits it into sections. PASS `citations` with the fact_ids behind the figures you wrote — without them every number in the report reads as unsourced and the report can

Read the extracted text of a file uploaded via POST /v1/uploads (a plain REST route, not this JSON-RPC endpoint). Use this to pull a user-attached document's content into context by its upload_id. Uploads are ephemeral (24h) and owner-scoped — an expired or missing id both read back as not-found.

List the caller's currently-active uploaded documents (filename, size, char count — no full text; call get_uploaded_document for that). Uploads expire 24h after upload.

Delete an uploaded document before its 24h TTL. UNDOABLE: restore_deleted with kind 'uploaded_document' brings it back while it is still within its 24h TTL and its file exists. Deleting a missing/already-expired/foreign id returns deleted:false rather than an error.

Render a forward DCF result into a professional Excel workbook (Summary + 5×5 Sensitivity heatmap + Inputs sheet). Native conditional formatting — no chart images needed. Returns a 15-minute presigned R2 download URL. SERVER-TRUST: the DCF is re-derived in-Worker from the supplied `inputs_echo` (the math is pure + deterministic) and the workbook renders Valuein's recomputed figures — never the ca

Render a structured research brief into a professionally-styled Word document — a branded masthead-first page (Valuein letterhead: brand rule, wordmark, 'EQUITY RESEARCH' kicker + date, then the ticker eyebrow, the title as hero, and the named analyst's byline), the body (abstract, optional snapshot table with figures in mono, markdown sections incl. GFM tables, and a citations table with clickabl

Render a peer comparables table into an Excel workbook. The Comps sheet is formatted as a named Excel Table (`ValueinPeerComps`) so the user gets one-click Insert Chart on any column — the cleanest workaround for not embedding chart objects server-side. Subject-row highlight makes side-by-side comparison instant. A Summary sheet adds subject vs peer-median deltas. SERVER-TRUST: the ratios you pas

Render an LBO result into a professional Excel workbook (Summary + year-by-year Projection table + Inputs sheet). Returns a 15-minute presigned R2 download URL. SERVER-TRUST: the deal is re-derived in-Worker from the supplied `lbo_result.inputs_echo` (the math is pure + deterministic) and the workbook renders Valuein's recomputed figures — never the caller's claimed values. If the claimed figures