What inputs does verify_fact_lineage accept?

ticker (string, required): Stock ticker symbol, e.g. AAPL, MSFT, BRK.B — or a CIK (SEC identifier), e.g. '0000320193'. fact_id (string, optional): Deterministic fact identity hash: SHA-256(entity_id|accession_id|concept|period_end|unit). 64-char lowercase hex. Use this when you already have the hash from a previous query. Provide either fact_id OR concept (not both required, but at least one must be set). concept ("TotalRevenue" | "CostOfRevenue" | "GrossProfit" | "OperatingIncome" | "OperatingExpenses" | "ResearchAndDevelopment" | "NetIncome" | "EPSDiluted" | "TotalAssets" | "TotalLiabilities" | "StockholdersEquity" | "StockholdersEquityIncludingNCI" | "CashAndEquivalents" | "TotalDebt" | "OperatingCashFlow" | "CAPEX" | "Dividends" | "ShareBuyback" | "DebtIssuance" | "DebtRepayment" | "Acquisitions" | "Divestitures", optional): Standard concept to look up the most recently known fact for (see the enum for the full fundamentals + capital-allocation set). Use this when you don't have a fact_id. Provide either concept OR fact_id. period_end (string, optional): [DEPRECATED — pass `as_of_date` instead.] Filing-acceptance cutoff (YYYY-MM-DD) used with `concept`; despite the name it filters on filing accepted_at, not the returned fact's period_end. Kept one release for back-compat. as_of_date (string, optional): Point-in-time cutoff (YYYY-MM-DD) used with `concept` — returns the latest fact whose 10-K/10-Q was accepted by SEC on or before this date (true PIT, no lookahead; any calendar date works). Canonical name across the suite; supersedes the legacy `period_end`. derived_id (string, optional): Citation id of a computed figure (`drv1:...`), exactly as a tool result gave it to you. Re-derived from its input facts; `as_of_date` applies the point-in-time cut to every input.

Which Valuein plans include verify_fact_lineage?

Available on every plan, including the free tier with no account. Point-in-time safe via as_of_date filtering.

Analysis

PIT-safe

Verify Fact Lineage

verify_fact_lineage

Sample and above

Use this tool when the user asks BOTH what a financial figure is AND which filing reported it — e.g. "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." Returns a single fact plus its complete...

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(    "verify_fact_lineage",    arguments={    "ticker": "EXAMPLE"})print(result)

Direct tool call:verify_fact_lineage(ticker="AAPL", fact_id="a7b3c9d2...64charsha256")

Try it now

No token required

Paste this in your terminal — the free tier returns real sample data without authentication.

try-it.shbash

# No auth required — the Sample tier covers a large-cap US benchmark universe with a 5-year window.# Add -H "Authorization: Bearer $VALUEIN_TOKEN" for the full universe and history.curl -X POST https://mcp.valuein.biz/mcp \    -H "Content-Type: application/json" \    -H "Accept: application/json, text/event-stream" \    -d '{        "jsonrpc": "2.0",        "id": 1,        "method": "tools/call",        "params": {          "name": "verify_fact_lineage",          "arguments": {            "ticker": "AAPL",            "concept": "TotalRevenue",            "period_end": "2024-09-28"          }        }      }'

Inputs

Parameter	Type	Required	Description
`ticker`	string	required	Stock ticker symbol, e.g. AAPL, MSFT, BRK.B — or a CIK (SEC identifier), e.g. '0000320193'.
`fact_id`	string	optional	Deterministic fact identity hash: SHA-256(entity_id\|accession_id\|concept\|period_end\|unit). 64-char lowercase hex. Use this when you already have the hash from a previous query. Provide either fact_id OR concept (not both required, but at least one must be set).
`concept`	"TotalRevenue" \| "CostOfRevenue" \| "GrossProfit" \| "OperatingIncome" \| "OperatingExpenses" \| "ResearchAndDevelopment" \| "NetIncome" \| "EPSDiluted" \| "TotalAssets" \| "TotalLiabilities" \| "StockholdersEquity" \| "StockholdersEquityIncludingNCI" \| "CashAndEquivalents" \| "TotalDebt" \| "OperatingCashFlow" \| "CAPEX" \| "Dividends" \| "ShareBuyback" \| "DebtIssuance" \| "DebtRepayment" \| "Acquisitions" \| "Divestitures"	optional	Standard concept to look up the most recently known fact for (see the enum for the full fundamentals + capital-allocation set). Use this when you don't have a fact_id. Provide either concept OR fact_id.
`period_end`	string	optional	[DEPRECATED — pass `as_of_date` instead.] Filing-acceptance cutoff (YYYY-MM-DD) used with `concept`; despite the name it filters on filing accepted_at, not the returned fact's period_end. Kept one release for back-compat.
`as_of_date`	string	optional	Point-in-time cutoff (YYYY-MM-DD) used with `concept` — returns the latest fact whose 10-K/10-Q was accepted by SEC on or before this date (true PIT, no lookahead; any calendar date works). Canonical name across the suite; supersedes the legacy `period_end`.
`derived_id`	string	optional	Citation id of a computed figure (`drv1:...`), exactly as a tool result gave it to you. Re-derived from its input facts; `as_of_date` applies the point-in-time cut to every input.

Output Fields

verifiedlookup_bylineagederivederror

Example Response

Illustrative

response.jsonjson

{  "verified": null,  "lookup_by": null,  "lineage": null,  "derived": null,  "error": null}

Shape only — field names match the live schema; values are placeholders, not real filings. Returns the entity, concept, value, filing accession, and source EDGAR URL for the fact identified by the hash.

Notes

fact_id is SHA-256(entity_id|accession_id|concept|period_end|unit). Enables auditors and agents to trace any number in a report back to its source filing.