Use this tool when the user asks BOTH what a financial figure is AND which filing reported it — for example "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" or "Which filing form reported Amazon's Q3 operating ...
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AI agents call verify_fact_lineage 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 verify_fact_lineage 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": {
"verify_fact_lineage": {}
}
}See the full Valuein — SEC EDGAR Fundamentals & Smart-Money Data policy for all 68 tools.
These attack patterns abuse exactly the kind of access verify_fact_lineage 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 when the user asks BOTH what a financial figure is AND which filing reported it — for example "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" or "Which filing form reported Amazon's Q3 operating cash flow?" This tool 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 INSTEAD OF search_companies when the user already names a company and wants a financial figure with its source filing — search_companies only resolves company identifiers and returns no financial data. Use this INSTEAD OF get_company_fundamentals when the user explicitly wants to know which filing or form type reported a number, or needs the accession ID — get_company_fundamentals returns metrics across multiple periods but omits filing provenance. Two lookup modes: (1) by fact_id (SHA-256 hash of entity_id|accession_id|concept|period_end|unit) for deterministic identity; or (2) by concept name (e.g., TotalRevenue, NetIncome, EPSDiluted, TotalAssets, OperatingCashFlow) plus a ticker to retrieve the most recently reported fact. Optionally pin a point-in-time cutoff via as_of_date (YYYY-MM-DD) — returns the latest filing accepted by SEC on or before that date, eliminating look-ahead bias. Check _meta.pit_safe in the response to confirm PIT correctness. DURATION: income-statement flow concepts (NetIncome, TotalRevenue, etc.) are reported over a window, and a single 10-K tags BOTH a 12-month figure and a 3-month Q4 stub at the same fiscal-year-end period_end. On a tie this tool returns the longer (headline) window, and every result carries period_type (instant | quarterly | half_year | nine_month | annual | duration) and period_span_days so you always know whether a number is a quarter or a full year — never present a 3-month stub as the annual figure. Provide either fact_id or concept (required). Returns empty result with error_code FACT_NOT_FOUND if no matching fact exists for the given concept and ticker. Available on all plans.. 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 verify_fact_lineage: 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.
verify_fact_lineage 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 verify_fact_lineage 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 verify_fact_lineage. 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.
verify_fact_lineage 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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