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_fundamentals" and "get_fundamentals_batch"
⟨35 unchanged words⟩ a 10-Q is newer than the annual report. Pass quarters (1 to 12) or period "quarterly" for single fiscal quarters (income, cash flow and balances, each reported or the difference of two reported year-to-date figures, named in derivation); reporting says whether the quarter after the latest report has ended without a report yet. Each year also carries computed ratios (margins, ⟨87 unchanged words⟩
⟨67 unchanged words⟩ e.g. eps_diluted_growth.","type":"string"},"period":{"description":"quarterly returns the newest 8 fiscal quarters (or as many as fit) unless quarters is given; annual is the default.","enum":["annual","quarterly"],"type":"string"},"periods":{"description":"Newest annual period groups ⟨10 unchanged words⟩ fit in one result (selection.note says so). With quarters and no periods, the newest 1.","maximum":20,"minimum":1,"type":"integer"},"quarters":{"description":"Newest fiscal quarters to return in quarterly, newest first (up to 12).","maximum":12,"minimum":1,"type":"integer"}, ⟨13 unchanged words⟩
⟨67 unchanged words⟩ e.g. eps_diluted_growth.","type":"string"},"period":{"description":"quarterly returns the newest 8 fiscal quarters (or as many as fit) unless quarters is given; annual is the default.","enum":["annual","quarterly"],"type":"string"},"periods":{"description":"Newest annual period groups per issuer; default 1, maximum 20.","maximum":20,"minimum":1,"type":"integer"},"quarters":{"description":"Newest fiscal quarters to return in quarterly, newest first (up to 12).","maximum":12,"minimum":1,"type":"integer"}, ⟨24 unchanged words⟩
Added "send_feedback"; changed the definition of "screen_companies" (9 tools before, 10 now)
⟨16 unchanged words⟩ ,"type":"string"},"debt_to_equity_max":{"deprecated":true,"description":"MaximumDeprecated alias for liabilities_to_equity_max. Preserves the old total-liabilities/definitionyear-end-equityandratioreturns(legacyaparameterwarning;name)cannot be combined with the canonical parameter.","type":"number"},"exchange":{
Added "search_companies"; changed the definition of "get_cashflow_inputs", "get_company_evidence", "get_company_research" and 5 more (8 tools before, 9 now)
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Cash-flow inputsbefore
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{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"Cash-flow inputs"}before
—Changed the definition of "get_fundamentals", "get_fundamentals_batch" and "screen_companies"
⟨10 unchanged words⟩ for a US public company, by tickersymbol.symbol, plus trailing-twelve-month figures and the latest quarterly balances (latest_interim) when a 10-Q is newer than the annual report. Includes coverage gaps, metric definitions, requested/canonical identity ⟨41 unchanged words⟩
{"additionalProperties":false,"properties":{"metrics":{"description":"Comma-separatedcanonicalmetric keys, e.g. revenue,operating_income,capex;capex,free_cash_flow; omitted meansallall.curatedKeys:
Added "get_cashflow_inputs" and "get_county_context" (6 tools before, 8 now)
Dated per-period cash-flow inputs for a US public company: operating cash flow, capital expenditure, net income and shares outstanding, each with its own period start and end, unit, filing date, SEC accession number and source URL. Values sharing a period end are matched on duration and currency before being grouped. Returns observations only: no discount rate, no terminal assumption, no fair value and no price target. For research and education only; not financial advice or a recommendation to buy, sell or hold.
Census ACS resident characteristics (housing costs, income, education, occupation mix) with published 90% margins of error, plus BLS QCEW private-industry jobs, pay and year-over-year growth by NAICS code with a national reference row, for one US county by FIPS code or name. Resident and workplace populations are different and must not be combined into one rate; missing and suppressed values are unavailable, not zero. Describes a place, not any company's operating or revenue exposure. For research and education only; not financial advice.
Added "get_company_evidence" and "get_fundamentals_batch"; changed the definition of "get_fundamentals" (4 tools before, 6 now)
{"additionalProperties":false,"properties":{"metrics":{"description":"Comma-separated canonical metric keys, e.g. revenue,operating_income,capex; omitted means all curated metrics.","type":"string"},"periods":{"description":"Newest annual period groups to return; omitted means all available.","maximum":20,"minimum":1,"type":"integer"},"ticker":{"description":"US ticker symbol, ⟨8 unchanged words⟩
Read short, verified primary-source passages for reviewed company events, with source URLs, section labels, dates, hashes and predecessor links where reviewed. Selective coverage only: no passages means unreviewed, not no events. Quotes normalize whitespace; financial histories are not automatically reconciled across events.
Changed the definition of "get_fundamentals"
⟨11 unchanged words⟩ a US public company, by ticker symbol. Includes coverage gaps, metric definitions, requested/canonical identity, dataset SHA-256 and research links. Empty annual history is unavailable, not zero; current-CIK history is not reconciled across reorganizations. Data traces to SEC EDGAR filings. For research ⟨14 unchanged words⟩
Certificate recorded, valid to 2026-11-24
Authorization not required
First tool surface recorded: 4 tools (server version 0.1.0)
Showing the latest 10 events. The API returns up to 500 and filters by kind: ?kind=tool_surface_changed
Tell TickerFacts what you needed — Report what you needed from TickerFacts and did not get, what looked wrong, what was confusing, or what worked. Call this whenever a tool call fails or a result lacks a figure, period, company or filter your user's task needed; say what the user was trying to accomplish and exactly which fields, periods, companies or filters would have solved it. Also call it once at the end of a session that went well, naming what was useful. Reports are read by the maintainers and drive what gets added; there is no reply channel unless you give a contact. Free-text fields are bounded; nothing is published.
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Reviewed filing passagesbefore
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{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"Reviewed filing passages"}before
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Company filings and insidersbefore
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{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"Company filings and insiders"}before
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County economybefore
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{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"County economy"}before
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Treasury and BLS seriesSelected government Treasury yields (daily) and BLS inflation, employment and wage series (monthly), with observation dates, units and reuse provenance. Returns the last year of observations unless since is given. For research and education only; not financial advice.
{"additionalProperties":false,"properties":{"series":{"description":"Comma-separated series ids, e.g. treasury_10y,CUUR0000SA0 (CPI-U); omitted means all. An unknown id returns the list of ids.","type":"string"},"since":{"description":"First observation date: YYYY, YYYY-MM or YYYY-MM-DD; default one year before the newest observation","type":"string"}},"type":"object"}
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{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"Treasury and BLS series"}before
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Company fundamentals⟨10 unchanged words⟩ for a US public company, by ticker symbol (use search_companies to find one by name), plus trailing-twelve-month figures and the latest quarterly balances (latest_interim) when a 10-Q is newer than the annual report. Each year also carries computed ratios (margins, return on equity, leverage, revenue_growth; any metric's change as <metric>_growth) and notes on figures that are not comparable with the year before (a restatement or a stock split between them): do not compute a change across a noted year. Includes coverage gaps, metric definitions, requested/canonical identity ⟨41 unchanged words⟩
⟨3 unchanged words⟩ :{"metrics":{"description":"Comma-separated metric or ratio keys, e.g. revenue,operating_income,capexoperating_margin,free_cash_flow; omitted meansall.allKeysmetrics and ratios. A ratio brings its inputs with it. Metrics: revenue, cost_of_revenue, gross_profit, research_and_development, operating_income, ⟨14 unchanged words⟩ share_repurchases, dividends_paid, shares_outstanding, dividends_per_share, weighted_average_diluted_shares, eps_basic. Ratios: gross_margin, operating_margin, net_margin, return_on_equity, liabilities_to_equity, long_term_debt_to_equity, revenue_growth; any metric's year-over-year change as <metric>_growth, e.g. eps_diluted_growth.","type":"string"},"periods":{"description":"Newest annual period groups to return; omitted means allavailable.available, or the newest that fit in one result (selection.note says so).","maximum":20,"minimum":1,"type ⟨14 unchanged words⟩
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{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"Company fundamentals"}before
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Fundamentals for several companies⟨3 unchanged words⟩ :{"metrics":{"description":"Comma-separated metric or ratio keys, e.g. revenue,operating_income,capexoperating_margin,free_cash_flow; omitted meansall.allKeysmetrics and ratios. A ratio brings its inputs with it. Metrics: revenue, cost_of_revenue, gross_profit, research_and_development, operating_income, ⟨14 unchanged words⟩ share_repurchases, dividends_paid, shares_outstanding, dividends_per_share, weighted_average_diluted_shares, eps_basic. Ratios: gross_margin, operating_margin, net_margin, return_on_equity, liabilities_to_equity, long_term_debt_to_equity, revenue_growth; any metric's year-over-year change as <metric>_growth, e.g. eps_diluted_growth.","type":"string"},"periods":{ ⟨20 unchanged words⟩ to 20 comma-separated tickers, e.g. MSFT,GOOGL,AMZN (a list of strings is also accepted)","type":"string"}},"required": ⟨3 unchanged words⟩
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{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"Fundamentals for several companies"}before
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Screen companies{"additionalProperties":false,"properties":{"currency":{"description":"Reporting ⟨161 unchanged words⟩ {"description":"Minimum year-over-year revenue growth, percent","type":"number"},"revenue_max":{"description":"Maximum annual revenue in the selected reporting currency","type":"number"},"revenue_min":{ ⟨77 unchanged words⟩
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{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"Screen companies"}Find a company — Find US public companies by name or ticker, forgiving typos, best match first: ticker, SEC CIK, readable name, exchange, SEC sector and industry, and the end of the latest annual period on file. Includes companies that have left the ticker directory (listing_status former). Use it to turn a company name into the ticker the other tools take.
Read annual fundamentals for1–201 to 20 comma-separated ticker symbols in one request. Defaults to ⟨25 unchanged words⟩
{"additionalProperties":false,"properties":{"metrics":{"description":"Comma-separatedcanonicalmetric keys, e.g. revenue,operating_income,capex;capex,free_cash_flow; omitted meansallall.curatedKeys:metrics.revenue, cost_of_revenue, gross_profit, research_and_development, operating_income, depreciation_and_amortization, ebitda (derived), net_income, eps_diluted, total_assets, total_liabilities, long_term_debt, stockholders_equity, cash_and_equivalents, operating_cash_flow, capex, free_cash_flow (derived), share_repurchases, dividends_paid, shares_outstanding, dividends_per_share, weighted_average_diluted_shares, eps_basic.","type":"string"},"periods":{ ⟨16 unchanged words⟩ :"integer"},"tickers":{"description":"1–201 to 20 comma-separated tickers, e.g. MSFT,GOOGL,AMZN"," ⟨6 unchanged words⟩
⟨44 unchanged words⟩ e.g. 40)","type":"number"},"include_stale":{"description":"Include companies whose latest annual report ended more than about 18 months ago (default false: they stopped filing US GAAP annual reports, or are late)","type":"boolean"},"industry":{"description":"Industry substring, e.g. ⟨3 unchanged words⟩ ,"limit":{"description":"Max results,1-1001 to 100 (default2525; larger values return 100)","type":"integer"},"net_income_min": ⟨14 unchanged words⟩ Minimum net margin, percent","type":"number"},"offset":{"description":"Rows to skip, for paging through total (default 0)","type":"integer"},"operating_margin_min":{"description":"Minimum operating ⟨113 unchanged words⟩
Read annual fundamentals for 1–20 comma-separated ticker symbols in one request. Defaults to one newest period per issuer; optional metrics projection. Each result keeps requested/canonical identity and source lineage; unknown tickers produce per-entry errors. No historical point-in-time filtering.