Verify Fact Lineage

verify_fact_lineage

sample

sp500

full

Verify the provenance of a financial data point by its deterministic fact_id hash. Returns the full lineage chain: entity, concept, period, value, the SEC filing accession ID, and the source filing URL. Use this tool to confirm that a data point in a report traces back to a specific SEC EDGAR filing.

Example Call

# 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",
    "fact_id": "EXAMPLE"
}
)
print(result)

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

Inputs

Parameter	Type	Required	Description
`ticker`	string	required	Stock ticker symbol, e.g. AAPL, MSFT, BRK.B
`fact_id`	string	required	The deterministic fact identity hash: SHA-256(entity_id\|accession_id\|concept\|period_end\|unit). 64-character lowercase hex string.

Output Fields

tickercikconceptvalueunitperiod_endaccession_idfiling_dateform_typesource_urlknowledge_at

Example Response

{
  "ticker": "AAPL",
  "cik": "0000320193",
  "concept": null,
  "value": 394328000000,
  "unit": null,
  "period_end": "2024-03-15",
  "accession_id": "0000320193-24-000006",
  "filing_date": "2024-03-15"
}

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.