Every change Wellknown observed on this MCP server, newest first, with what it was before and what it became. Tool-surface changes carry the definition diff. Nothing here is edited after the fact.
Changed the definition of "get_fund_holdings" and "get_stock_holders"
⟨117 unchanged words⟩ items":{"additionalProperties":false,"properties":{"basis_note":{"anyOf":[{"additionalProperties":false,"properties":{"detail":{"type":"string"},"label":{"type":"string"},"source_url":{"anyOf":[{"format":"uri","type":"string"},{"type":"null"}]},"state":{"enum":["carried_estimate","independent_estimate","historical_estimate","unavailable"],"type":"string"}},"required":["state","label","detail","source_url"],"type":"object"},{"type":"null"}],"description":"Explanation published with this estimate. A 1:1 exchange may carry estimated cost; unavailable is not zero. This is not verified trade history or tax basis."},"change_type":{"type":["string","null" ⟨331 unchanged words⟩
⟨99 unchanged words⟩ items":{"additionalProperties":false,"properties":{"basis_note":{"anyOf":[{"additionalProperties":false,"properties":{"detail":{"type":"string"},"label":{"type":"string"},"source_url":{"anyOf":[{"format":"uri","type":"string"},{"type":"null"}]},"state":{"enum":["carried_estimate","independent_estimate","historical_estimate","unavailable"],"type":"string"}},"required":["state","label","detail","source_url"],"type":"object"},{"type":"null"}],"description":"Explanation published with this estimate. A 1:1 exchange may carry estimated cost; unavailable is not zero. This is not verified trade history or tax basis."},"change_type":{"description":"The holder's change from ⟨381 unchanged words⟩
Changed the definition of "get_13f_activity", "get_fund_holdings" and "get_stock_holders"
⟨60 unchanged words⟩ unique subset of new, increased, decreased, exited, initial (default: the four changes) - instrument_type: stocks, options, bonds, or ⟨44 unchanged words⟩ filing-derived NEW/INCREASED/DECREASED/SOLD changes; unchanged positions are never included. Initial (only when requested) returns positions from a fund's first quarter on file: holdings with nothing earlier to compare, never buys. WHEN NOT TO USE: - Use get_stock_holders ⟨59 unchanged words⟩
⟨23 unchanged words⟩ ,"decreased","exited"],"items":{"description":"'initial' (requested explicitly, never a default): the fund's first quarter on file, a holding with no previous quarter to compare (never a buy).","enum":["new","increased","decreased","exited","initial"
Changed the definition of "get_fund_holdings" and "get_stock_holders"
⟨197 unchanged words⟩ "type":["string","null"]},"price_is_final":{"description":"True when the security no longer trades and current_price is its last close; current_price_date is the date of that last close.","type":"boolean"},"price_source":{"type":["string","null" ⟨46 unchanged words⟩ ","issuer","instrument_type","listing_status","listing_status_detail","price_is_final","put_call","shares","value_usd","weight_pct ⟨90 unchanged words⟩
⟨310 unchanged words⟩ ,"cusip"],"type":"string"},"price_is_final":{"description":"True when the security no longer trades and valuation_price_usd is its last close; price_through is the date of that last close.","type":"boolean"},"
Certificate changed, valid to 2026-12-27
Changed the definition of "create_saved_list", "get_saved_list", "list_saved_lists" and 1 more
⟨58 unchanged words⟩ additionalProperties":false,"properties":{"allowed_item_types":{"anyOf":[{"items":[{"const":"stock","type" ⟨6 unchanged words⟩ :2,"minItems":2,"type":"array"},{"items":[{"const":"stock","type":"string"},{"const":"fund","type":"string"},{"const":"politician","type":"string"}],"maxItems":3,"minItems":3,"type":"array"}]},"created_at":{"type":"null"}, ⟨130 unchanged words⟩
⟨7 unchanged words⟩ type-discriminated items. The protected default Watchlist supports stocks,
Changed the definition of "get_insider_trades"
⟨300 unchanged words⟩ return cusip null and data_status identifies the limitation. When a stock or insider filter is present, unavailable_filings lists any filing in that scope and date range whose share quantity the SEC document does not make readable, each with its filing date, a one-sentence detail, and its SEC source link; it is empty for the global feed and never a blanket coverage warning. VERIFICATION: Cite record-level `source_url` filing or disclosure links when present.
⟨328 unchanged words⟩ type":"object"},"type":"array"},"unavailable_filings":{"items":{"additionalProperties":false,"properties":{"accession_number":{"type":"string"},"detail":{"type":"string"},"filing_date":{"type":"string"},"issuer":{"type":["string","null"]},"source_url":{"type":"string"},"ticker":{"type":["string","null"]}},"required":["accession_number","ticker","issuer","filing_date","detail","source_url"],"type":"object"},"type":"array"}},"required":["
Certificate recorded, valid to 2026-10-25
Authorization not required
First tool surface recorded: 24 tools (server version 2.0.0)
Showing the latest 9 events. The API returns up to 500 and filters by kind: ?kind=tool_surface_changed
⟨219 unchanged words⟩ "properties":{"change_types":{"items":{"description":"'initial' (requested explicitly, never a default): the fund's first quarter on file, a holding with no previous quarter to compare (never a buy).","enum":["new","increased","decreased","exited","initial"],"type":"string"},"minItems": ⟨148 unchanged words⟩
⟨226 unchanged words⟩ "type":["string","null"]},"price_status":{"anyOf":[{"enum":["current","stale","final"],"type":"string"},{"type":"null"}],"description":"How current the price behind the valuation and estimated P&L is. 'current': a recent close. 'stale': the last price we have is from the fifth trading session before the latest completed one or older; its date is the row's price date. 'final': the security no longer trades and the price is its last close. null when the row has no valuation price or the market calendar could not be read."},"put_call":{"type":["string","null" ⟨62 unchanged words⟩ ","price_source","estimated_average_price","current_price","current_price_date","price_status","price_confidence","estimated_pnl_usd","estimated_pnl_pct","quarters_held ⟨71 unchanged words⟩
⟨100 unchanged words⟩ additionalProperties":false,"properties":{"change_type":{"description":"The holder's change from its previous quarter. 'initial': the first quarter on file for that fund, so there is no previous quarter to compare (a holding, not a buy).","enum":["new","initial","increased","decreased","unchanged"],"type": ⟨53 unchanged words⟩ "type":["string","null"]},"price_status":{"anyOf":[{"enum":["current","stale","final"],"type":"string"},{"type":"null"}],"description":"How current the price behind the valuation and estimated P&L is. 'current': a recent close. 'stale': the last price we have is from the fifth trading session before the latest completed one or older; its date is the row's price date. 'final': the security no longer trades and the price is its last close. null when the row has no valuation price or the market calendar could not be read."},"price_through":{"type":["string","null" ⟨65 unchanged words⟩ ","shares_change_pct","value_change_usd","valuation_price_usd","price_through","price_status","estimated_average_price_usd","estimated_cost_basis_usd","estimated_pnl_usd","estimated_pnl_pct ⟨133 unchanged words⟩
⟨197 unchanged words⟩ additionalProperties":false,"properties":{"allowed_item_types":{"anyOf":[{"items":[{"const":"stock","type" ⟨6 unchanged words⟩ :2,"minItems":2,"type":"array"},{"items":[{"const":"stock","type":"string"},{"const":"fund","type":"string"},{"const":"politician","type":"string"}],"maxItems":3,"minItems":3,"type":"array"}]},"created_at":{"type":"null"}, ⟨130 unchanged words⟩
⟨59 unchanged words⟩ additionalProperties":false,"properties":{"allowed_item_types":{"anyOf":[{"items":[{"const":"stock","type" ⟨6 unchanged words⟩ :2,"minItems":2,"type":"array"},{"items":[{"const":"stock","type":"string"},{"const":"fund","type":"string"},{"const":"politician","type":"string"}],"maxItems":3,"minItems":3,"type":"array"}]},"created_at":{"type":"null"}, ⟨131 unchanged words⟩
⟨58 unchanged words⟩ additionalProperties":false,"properties":{"allowed_item_types":{"anyOf":[{"items":[{"const":"stock","type" ⟨6 unchanged words⟩ :2,"minItems":2,"type":"array"},{"items":[{"const":"stock","type":"string"},{"const":"fund","type":"string"},{"const":"politician","type":"string"}],"maxItems":3,"minItems":3,"type":"array"}]},"created_at":{"type":"null"}, ⟨130 unchanged words⟩