What inputs does generate_research_brief_docx accept?

ticker (string, required): Stock ticker symbol the brief covers, e.g. AAPL, MSFT, BRK.B. company_name (string, optional): Optional display name shown in the masthead subtitle; falls back to the ticker if omitted. title (string, required): Document title rendered in the page-1 masthead (1–200 chars). abstract (string, optional): Optional executive-summary paragraph (≤2000 chars) shown after the masthead. snapshot (array, optional, default []): Optional at-a-glance metric rows (≤20) rendered as the snapshot table. sections (array, required): Ordered body sections of the brief (1–20); each has a heading and body text. citations (array, optional, default []): Optional source citations (≤60) rendered as a table with clickable SEC EDGAR hyperlinks. author_name (string, optional): Display name of the analyst producing this brief, shown as a named byline ('By {name}') on the masthead — the way a real research note credits an analyst. Omit to show just the date.

Which Valuein plans include generate_research_brief_docx?

Available on Pro and Institutional. Not point-in-time safe.

documents

Generate Research Brief (docx)

generate_research_brief_docx

Pro and above

Render a structured research brief into a professionally-styled Word document — a branded masthead-first page (Valuein letterhead: brand rule, wordmark, 'EQUITY RESEARCH' kicker + date, then the ticker eyebrow, the title as hero, and the named analyst's byline), the body (abst...

Example Call

example_call.pypython

# Using the Valuein MCP server from Python (via MCP SDK)# Or call directly from Claude / Cursor after setup result = await client.call_tool(    "generate_research_brief_docx",    arguments={    "ticker": "EXAMPLE",    "title": "EXAMPLE",    "sections": []})print(result)

Direct tool call:generate_research_brief_docx(...)

Inputs

Parameter	Type	Required	Description
`ticker`	string	required	Stock ticker symbol the brief covers, e.g. AAPL, MSFT, BRK.B.
`company_name`	string	optional	Optional display name shown in the masthead subtitle; falls back to the ticker if omitted.
`title`	string	required	Document title rendered in the page-1 masthead (1–200 chars).
`abstract`	string	optional	Optional executive-summary paragraph (≤2000 chars) shown after the masthead.
`snapshot`	array	optional	Optional at-a-glance metric rows (≤20) rendered as the snapshot table.Default: `[]`
`sections`	array	required	Ordered body sections of the brief (1–20); each has a heading and body text.
`citations`	array	optional	Optional source citations (≤60) rendered as a table with clickable SEC EDGAR hyperlinks.Default: `[]`
`author_name`	string	optional	Display name of the analyst producing this brief, shown as a named byline ('By {name}') on the masthead — the way a real research note credits an analyst. Omit to show just the date.

Output Fields

urlr2_keyfilenamecontent_typesize_bytesexpires_in_secondsexpires_atverification

Example Response

Illustrative

response.jsonjson

{  "url": "https://r2.valuein.biz/signed/fact.parquet?token=...",  "r2_key": null,  "filename": null,  "content_type": null,  "size_bytes": null,  "expires_in_seconds": null,  "expires_at": "2024-03-15",  "verification": null}