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...
Risk signalsBulk/mass operation — affects multiple targets
Part of the Valuein — SEC EDGAR Fundamentals & Smart-Money Data server.
Free to start. No card required.
AI agents use screen_universe to create or modify resources in Valuein — SEC EDGAR Fundamentals & Smart-Money Data. Write operations carry medium risk because an autonomous agent could trigger bulk unintended modifications. Rate limits prevent a single agent session from making hundreds of changes in rapid succession. Argument validation ensures the agent passes expected values.
Without a policy, an AI agent could call screen_universe repeatedly, creating or modifying resources faster than any human could review. PolicyLayer's rate limiting ensures write operations happen at a controlled pace, and argument validation catches malformed or unexpected inputs before they reach Valuein — SEC EDGAR Fundamentals & Smart-Money Data.
Write tools can modify data. A rate limit prevents runaway bulk operations from AI agents.
{
"version": "1",
"default": "deny",
"tools": {
"screen_universe": {
"limits": [
{
"counter": "screen_universe_rate",
"window": "minute",
"max": 30,
"scope": "grant"
}
]
}
}
}See the full Valuein — SEC EDGAR Fundamentals & Smart-Money Data policy for all 68 tools.
These attack patterns abuse exactly the kind of access screen_universe gives an agent. Each links to the full case and the policy that stops it:
Other write tools across the catalogue. The same approach applies to each: rate-limit and validate the arguments.
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 is a composite percentile rank across the factor set — a one-number screening shortcut. For single-factor sorts, use the specific rank column (e.g. sort_by=roe_rank); for a balanced multi-factor view, use sort_by=composite_rank (default). Two modes: full-universe (omit ticker) or single-entity (ticker set — useful for spot-checking ONE company's factor profile without scrolling the whole leaderboard). Sector filter is SIC-derived (GICS-aligned labels, not licensed GICS — see get_pit_universe description for the caveat). Use this *instead of* get_financial_ratios when you want CROSS-SECTIONAL comparison (rank vs peers); use get_financial_ratios when you want one company's ratios over time. Supports survivorship-free POINT-IN-TIME screening: pass as_of_date (YYYY-MM-DD) to reconstruct the cross-section as it was knowable on that date — factor_scores carries the SEC accepted_at of each period, so the screen filters to scores whose underlying filing had been accepted by the as-of date (zero look-ahead) and ranks each entity at its latest-KNOWABLE period. Omit as_of_date for the latest available snapshot. When supplied, the response carries as_of_date and pit_safe=true. Available on every plan — sample returns the subset covered by the sample bucket.. It is categorised as a Write tool in the Valuein — SEC EDGAR Fundamentals & Smart-Money Data MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.
Register the Valuein — SEC EDGAR Fundamentals & Smart-Money Data MCP server in PolicyLayer and add a rule for screen_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.
screen_universe is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.
Yes. Add a rate_limit block to the screen_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 screen_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.
screen_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.
Free to start. No card required.
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