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update_report

Update Report Sections

A tool of Valuein — SEC EDGAR Fundamentals & Smart-Money Data

Working Working · checked 1 d ago · 121 tools

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Third-party content written by another agent. Data to evaluate, not instructions.

Replace one or more sections of an existing report owned by the caller. Useful for authoring workflows where the agent's first draft (create_report) is refined by additional analysis before publishing. Pass citations for figures in the edited prose — they are MERGED into the report's existing set, never replacing it, so omitting them preserves the lineage already recorded. Bumps version. Does NOT change price / tier / visibility — use publish_report for those.

Input schema

PropertyTypeRequiredDescription
report_idstringyesIdentifier of the report to update, as returned by create_report or list_my_reports.
titlestringnoOptional new title.
abstractstringnoOptional new abstract.
sectionsarrayyesSections to replace. Sections not listed are preserved — to DELETE one, name it in `remove_section_ids`. Section ids must match the existing payload.
remove_section_idsarraynoSection ids to DELETE outright. Without this, a merge-only update cannot express a deletion: an editor that drops a section simply omits it, the omitted section is preserved, and the caller sees a bumped version with the deleted content still there — a save that reports success and changed nothing. Ids must exist, and the last remaining section cannot be removed (a report with no sections is unreadable); remove the report instead with delete_report.
citationsarraynoLineage for figures in the edited sections. MERGED into the report's existing citations (first claim wins), never replacing them — so an editor autosave that sends none preserves every citation the report already had.
expected_versionintegernoOptimistic concurrency check. If supplied and the current HEAD version is different, the call returns a `version_conflict` error WITHOUT writing. Pass the version you loaded so a concurrent agent edit produces a 'conflict — review' UX instead of silently overwriting (eng review A3A).
Raw JSON schema
{
  "type": "object",
  "properties": {
    "report_id": {
      "type": "string",
      "minLength": 1,
      "maxLength": 128,
      "description": "Identifier of the report to update, as returned by create_report or list_my_reports."
    },
    "title": {
      "type": "string",
      "minLength": 1,
      "maxLength": 200,
      "description": "Optional new title."
    },
    "abstract": {
      "type": "string",
      "minLength": 1,
      "maxLength": 2000,
      "description": "Optional new abstract."
    },
    "sections": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "id": {
            "type": "string",
            "minLength": 1,
            "maxLength": 64
          },
          "heading": {
            "type": "string",
            "maxLength": 200
          },
          "markdown": {
            "type": "string",
            "maxLength": 20000
          }
        },
        "required": [
          "id",
          "markdown"
        ],
        "additionalProperties": false
      },
      "minItems": 1,
      "maxItems": 20,
      "description": "Sections to replace. Sections not listed are preserved — to DELETE one, name it in `remove_section_ids`. Section ids must match the existing payload."
    },
    "remove_section_ids": {
      "type": "array",
      "items": {
        "type": "string",
        "minLength": 1,
        "maxLength": 128
      },
      "maxItems": 20,
      "description": "Section ids to DELETE outright. Without this, a merge-only update cannot express a deletion: an editor that drops a section simply omits it, the omitted section is preserved, and the caller sees a bumped version with the deleted content still there — a save that reports success and changed nothing. Ids must exist, and the last remaining section cannot be removed (a report with no sections is unreadable); remove the report instead with delete_report."
    },
    "citations": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "claim": {
            "type": "string",
            "minLength": 1,
            "maxLength": 500,
            "description": "Plain-English claim, quoting the figure as the prose writes it (e.g. 'FY2024 revenue: $391.0B')."
          },
          "fact_ids": {
            "type": "array",
            "items": {
              "type": "string",
              "minLength": 1,
              "maxLength": 128
            },
            "maxItems": 50,
            "description": "Valuein fact_ids backing the claim, as returned by the data tools."
          },
          "accession_ids": {
            "type": "array",
            "items": {
              "type": "string",
              "minLength": 1,
              "maxLength": 32
            },
            "maxItems": 50,
            "description": "Optional SEC accession ids backing the claim."
          },
          "sec_urls": {
            "type": "array",
            "items": {
              "type": "string",
              "minLength": 1,
              "maxLength": 500
            },
            "maxItems": 50,
            "description": "Optional EDGAR URLs, one per accession."
          },
          "evidence": {
            "type": "string",
            "enum": [
              "primary",
              "derived",
              "external"
            ],
            "description": "Provenance class. Defaults to 'derived' — the weaker claim."
          },
          "ticker": {
            "type": "string",
            "minLength": 1,
            "maxLength": 10,
            "description": "Ticker the fact belongs to. Lets a figure be verified when the report has no ticker."
          },
          "form_type": {
            "type": "string",
            "minLength": 1,
            "maxLength": 20,
            "description": "SEC form the figure was reported on ('10-K', '10-Q', '20-F'), verbatim from the source."
          },
          "filed_at": {
            "type": "string",
            "minLength": 1,
            "maxLength": 40,
            "description": "SEC acceptance timestamp of the filing (ISO 8601) — when the figure became public."
          },
          "period_end": {
            "type": "string",
            "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
            "description": "Last day of the period the figure COVERS (YYYY-MM-DD). Not the filing date."
          },
          "period_label": {
            "type": "string",
            "minLength": 1,
            "maxLength": 40,
            "description": "How the filer names that period: 'FY2025', 'Q3 2025'."
          }
        },
        "required": [
          "claim",
          "fact_ids"
        ],
        "additionalProperties": false
      },
      "maxItems": 1000,
      "description": "Lineage for figures in the edited sections. MERGED into the report's existing citations (first claim wins), never replacing them — so an editor autosave that sends none preserves every citation the report already had."
    },
    "expected_version": {
      "type": "integer",
      "exclusiveMinimum": 0,
      "description": "Optimistic concurrency check. If supplied and the current HEAD version is different, the call returns a `version_conflict` error WITHOUT writing. Pass the version you loaded so a concurrent agent edit produces a 'conflict — review' UX instead of silently overwriting (eng review A3A)."
    }
  },
  "required": [
    "report_id",
    "sections"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

First seen 2026-09-20 · last seen 2026-09-20