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 asks whether a company wa...
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AI agents call get_pit_universe to retrieve information from Valuein — SEC EDGAR Fundamentals & Smart-Money Data without modifying any data. This is common in research, monitoring, and reporting workflows where the agent needs context before taking action. Because read operations don't change state, they are generally safe to allow without restrictions -- but you may still want rate limits to control API costs.
Even though get_pit_universe only reads data, uncontrolled read access can leak sensitive information or rack up API costs. An agent caught in a retry loop could make thousands of calls per minute. A rate limit gives you a safety net without blocking legitimate use.
Read-only tools are safe to allow by default. No rate limit needed unless you want to control costs.
{
"version": "1",
"default": "deny",
"tools": {
"get_pit_universe": {}
}
}See the full Valuein — SEC EDGAR Fundamentals & Smart-Money Data policy for all 68 tools.
These attack patterns abuse exactly the kind of access get_pit_universe gives an agent. Each links to the full case and the policy that stops it:
Other read tools across the catalogue. The same approach applies to each: allow, with a rate cap to control cost.
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 asks whether a company was an index member at a point in the past. search_companies only returns current membership snapshots and cannot answer historical membership questions. Returns a survivorship-free universe of companies valid on a specific as_of_date: only companies that existed and were index members on that exact date — no hindsight contamination. Supports SP500, RUSSELL1000, RUSSELL2000, RUSSELL3000 via index_membership.parquet (accurate join/leave dates with [) interval semantics). To check a single company's membership, pass its ticker and the target date; if the company appears in the response it was a member, if absent it was not. Returns per company: CIK, ticker, name, sector, industry, SIC code, plus per-row membership confidence (high/medium/low). Check _meta.pit_safe: true only when every matched row is high-confidence; medium/low rows downgrade it to false — treat low-confidence rows with caution for backtest use. NOTE: sector is SIC-derived (GICS-aligned labels via sic_to_sector.csv), not licensed GICS — industrial conglomerates may map differently. Treat as a screening bucket, not an authoritative GICS label. Use as the first step of a quantitative backtest before calling get_compute_ready_stream to pull Parquet data for the universe. Returns empty array (with error detail) if the date is out of range or the index_membership data has no coverage for that date. Available on every plan — sample tier returns the subset covered by the sample bucket.. It is categorised as a Read tool in the Valuein — SEC EDGAR Fundamentals & Smart-Money Data MCP Server, which means it retrieves data without modifying state.
Register the Valuein — SEC EDGAR Fundamentals & Smart-Money Data MCP server in PolicyLayer and add a rule for get_pit_universe: allow, deny, rate-limit, or require approval. Point your MCP client at the PolicyLayer proxy URL and the rule is enforced on every call, before it reaches Valuein — SEC EDGAR Fundamentals & Smart-Money Data. Nothing to install.
get_pit_universe is a Read tool with low risk. Read-only tools are generally safe to allow by default.
Yes. Add a rate_limit block to the get_pit_universe rule in your PolicyLayer policy. For example, setting max: 10 and window: 60 limits the tool to 10 calls per minute. Rate limits are tracked per agent session and reset automatically.
Set action: deny in the PolicyLayer policy for get_pit_universe. The AI agent will receive a policy violation error and cannot call the tool. You can also include a reason field to explain why the tool is blocked.
get_pit_universe is provided by the Valuein — SEC EDGAR Fundamentals & Smart-Money Data MCP server (https://mcp.valuein.biz/mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
Deterministic rules across all 68 Valuein — SEC EDGAR Fundamentals & Smart-Money Data tools. Per-identity grants. Full audit log. Live in minutes. Nothing to install.
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