What inputs does save_freeform_report accept?

title (string, required): Report title. markdown (string, required): Free-form markdown body (≤100k chars). Headings become sections. ticker (string, optional): Optional ticker for context/catalog. Case-insensitive. abstract (string, optional): Optional 1–2 sentence summary. idempotency_key (string, optional): Optional key for at-most-once semantics. Same key from the same user always yields the same report id. citations (array, optional): Lineage you already hold for the figures in `markdown` — pass it rather than dropping it. Each claim should quote the figure exactly as the prose writes it, so figure review can link the two. Every `fact_ids` entry must be a whole id copied exactly as a tool returned it (a 64-hex fact_id or a `drv1:` derived id): a truncated or annotated id rejects the call and nothing is saved. Ids are shape-checked only, NOT resolved here; sign-off re-resolves every fact_id before certifying.

Which Valuein plans include save_freeform_report?

Available on the free tier (token required) and on Pro and Institutional. Not point-in-time safe.

reports

Save Markdown as a Draft Report

save_freeform_report

Benchmark and above

Save free-form markdown (e.g. a chat synthesis) as a DRAFT report you can refine in the editor and export to Word/PDF. Unlike `create_report` (which computes a structured reverse_dcf or thesis report), this accepts raw markdown and splits it into sections. PASS `citations` wit...

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(    "save_freeform_report",    arguments={    "title": "EXAMPLE",    "markdown": "EXAMPLE"})print(result)

Direct tool call:save_freeform_report(...)

Inputs

Parameter	Type	Required	Description
`title`	string	required	Report title.
`markdown`	string	required	Free-form markdown body (≤100k chars). Headings become sections.
`ticker`	string	optional	Optional ticker for context/catalog. Case-insensitive.
`abstract`	string	optional	Optional 1–2 sentence summary.
`idempotency_key`	string	optional	Optional key for at-most-once semantics. Same key from the same user always yields the same report id.
`citations`	array	optional	Lineage you already hold for the figures in `markdown` — pass it rather than dropping it. Each claim should quote the figure exactly as the prose writes it, so figure review can link the two. Every `fact_ids` entry must be a whole id copied exactly as a tool returned it (a 64-hex fact_id or a `drv1:` derived id): a truncated or annotated id rejects the call and nothing is saved. Ids are shape-checked only, NOT resolved here; sign-off re-resolves every fact_id before certifying.

Output Fields

reportreport_idstatusversion

Example Response

Illustrative

response.jsonjson

{  "report": null,  "report_id": null,  "status": "ACTIVE",  "version": null}

Shape only — field names match the live schema; values are placeholders, not real filings. See MCP server for the structured response shape.

Notes

Available from the Benchmark plan and above.

Try this tool

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Categoryreports

PIT-safeNo

Min planBenchmark

Inputs6 (2 required)

Plan Access

Sample (guest)

Not included

Benchmark (token)

Available

Pro

Available

Institutional

Available

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Point-in-Time methodology →Parquet schema reference →Bulk Data API reference →Python SDK guide →

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