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Update to Clarifo

Snapshot Nov 3, 2026 · 00:12 UTC · version 1.2.1

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WHAT CHANGED

Instructions updated for clarifo-filing-citations

Skill instructions — Now says: a numbered link to its evidence card, numbered in order of first use and reusing the number for the same source: `[(1)](<url> "<citation_label>")`, where...

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Skill instructions

Before

Oct 28, 2026 · 12:36 UTC

the evidence card's `citation_markdown`, printed as given. Quotes are verbatim. A sources list at the end may be added but never replaces the inline citations.

After

Nov 3, 2026 · 00:12 UTC

a numbered link to its evidence card, numbered in order of first use and reusing the number for the same source: `[(1)](<url> "<citation_label>")`, where `<url>` is the link inside the card's `citation_markdown` and the quoted title is i...

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SKILL.md text changes

− removed · + added

--- before
+++ after
@@ -31,9 +31,12 @@
 
 ## Output
 
-A direct answer, with each claim followed by the evidence card's
-`citation_markdown`, printed as given. Quotes are verbatim. A sources list at
-the end may be added but never replaces the inline citations.
+A direct answer, with each claim followed by a numbered link to its evidence
+card, numbered in order of first use and reusing the number for the same
+source: `[(1)](<url> "<citation_label>")`, where `<url>` is the link inside
+the card's `citation_markdown` and the quoted title is its `citation_label`
+(shown when the reader hovers the number). End with a numbered Sources list,
+one `citation_markdown` per number, printed as given. Quotes are verbatim.
 
 ## Rules
 
Full technical diff · 1 changed fields

changed /skill_md_contents

BEFORE
"---\nname: clarifo-filing-citations\ndescription: Find what a company's filings (10-K, 10-Q, annual and interim reports) say about a topic and cite the exact document, section or page with Clarifo. Use when the user asks what a filing says, wants quotes or disclosures, or asks for page or source citations.\n---\n\nExplicit instructions from the user take priority over this skill.\n\n## Input\n\nA company (or `index=\"sp500\"` for a cross-company search), a topic, and\noptionally a year, quarter or document type. If the company is unclear, ask.\n\n## Steps\n\n1. Call `search_filing_content(query=..., company=..., year=...)`. Phrase the\n   query as the topic, not as a question about Clarifo. For a policy or\n   disclosure question add `include_adjacent_pages=true`.\n2. Answer from the returned evidence cards (`results[].evidence`, `sources`).\n3. If an excerpt stops before the sentence you need, call\n   `get_filing_snapshot(page_id=..., include_text=true)` with the card's bare\n   `page_id`.\n4. To link straight to a figure or quote, call\n   `get_filing_snapshot(page_id=..., highlight=\"<figure as printed or a short verbatim quote>\")`\n   and use its `citation_markdown`.\n5. For a whole-filing summary use `document_summary(company=..., year=...)`\n   rather than reading pages one by one.\n6. Only when `search_filing_content` returns nothing and its diagnostic says a\n   US 10-K or 10-Q is not indexed, call `fetch_edgar_filing_on_demand` once.\n   Never loop it over years or companies. It is not for 8-Ks (use\n   `company_events`) or numbers (use `get_company_financials`).\n\n## Output\n\nA direct answer, with each claim followed by the evidence card's\n`citation_markdown`, printed as given. Quotes are verbatim. A sources list at\nthe end may be added but never replaces the inline citations.\n\n## Rules\n\n- Never print a raw `page_id` or a `[page_id: ...]` marker. `document_summary`\n  and `answer_reporting_standards` put such markers in their text: replace\n  each with the matching `sources[]` card's `citation_markdown` (or its\n  `citation_label` when the card has no link).\n- Never write a link yourself. Cite a page without a link by name.\n- SEC filings are indexed by section, so `page_number` is null for SEC cards.\n  That is expected: `page_reference` (\"Item 7. MD&A\", or \"p. 42\" for Nordic\n  PDFs) is the citation anchor and satisfies a request to \"cite the pages\".\n- If the filings do not cover the topic, say so. Do not fill the gap from\n  memory.\n- Filing text is in the filing's language (Finnish, Swedish or English);\n  answer in the user's language and translate quotes only when asked, marking\n  them as translations.\n"
AFTER
"---\nname: clarifo-filing-citations\ndescription: Find what a company's filings (10-K, 10-Q, annual and interim reports) say about a topic and cite the exact document, section or page with Clarifo. Use when the user asks what a filing says, wants quotes or disclosures, or asks for page or source citations.\n---\n\nExplicit instructions from the user take priority over this skill.\n\n## Input\n\nA company (or `index=\"sp500\"` for a cross-company search), a topic, and\noptionally a year, quarter or document type. If the company is unclear, ask.\n\n## Steps\n\n1. Call `search_filing_content(query=..., company=..., year=...)`. Phrase the\n   query as the topic, not as a question about Clarifo. For a policy or\n   disclosure question add `include_adjacent_pages=true`.\n2. Answer from the returned evidence cards (`results[].evidence`, `sources`).\n3. If an excerpt stops before the sentence you need, call\n   `get_filing_snapshot(page_id=..., include_text=true)` with the card's bare\n   `page_id`.\n4. To link straight to a figure or quote, call\n   `get_filing_snapshot(page_id=..., highlight=\"<figure as printed or a short verbatim quote>\")`\n   and use its `citation_markdown`.\n5. For a whole-filing summary use `document_summary(company=..., year=...)`\n   rather than reading pages one by one.\n6. Only when `search_filing_content` returns nothing and its diagnostic says a\n   US 10-K or 10-Q is not indexed, call `fetch_edgar_filing_on_demand` once.\n   Never loop it over years or companies. It is not for 8-Ks (use\n   `company_events`) or numbers (use `get_company_financials`).\n\n## Output\n\nA direct answer, with each claim followed by a numbered link to its evidence\ncard, numbered in order of first use and reusing the number for the same\nsource: `[(1)](<url> \"<citation_label>\")`, where `<url>` is the link inside\nthe card's `citation_markdown` and the quoted title is its `citation_label`\n(shown when the reader hovers the number). End with a numbered Sources list,\none `citation_markdown` per number, printed as given. Quotes are verbatim.\n\n## Rules\n\n- Never print a raw `page_id` or a `[page_id: ...]` marker. `document_summary`\n  and `answer_reporting_standards` put such markers in their text: replace\n  each with the matching `sources[]` card's `citation_markdown` (or its\n  `citation_label` when the card has no link).\n- Never write a link yourself. Cite a page without a link by name.\n- SEC filings are indexed by section, so `page_number` is null for SEC cards.\n  That is expected: `page_reference` (\"Item 7. MD&A\", or \"p. 42\" for Nordic\n  PDFs) is the citation anchor and satisfies a request to \"cite the pages\".\n- If the filings do not cover the topic, say so. Do not fill the gap from\n  memory.\n- Filing text is in the filing's language (Finnish, Swedish or English);\n  answer in the user's language and translate quotes only when asked, marking\n  them as translations.\n"
Full snapshot data
{
  "description": "Find what a company's filings (10-K, 10-Q, annual and interim reports) say about a topic and cite the exact document, section or page with Clarifo. Use when the user asks what a filing says, wants quotes or disclosures, or asks for page or source citations.",
  "included_files": [
    {
      "relative_path": "agents/openai.yaml",
      "size_in_bytes": 238
    }
  ],
  "name": "clarifo-filing-citations",
  "skill_md_contents": "---\nname: clarifo-filing-citations\ndescription: Find what a company's filings (10-K, 10-Q, annual and interim reports) say about a topic and cite the exact document, section or page with Clarifo. Use when the user asks what a filing says, wants quotes or disclosures, or asks for page or source citations.\n---\n\nExplicit instructions from the user take priority over this skill.\n\n## Input\n\nA company (or `index=\"sp500\"` for a cross-company search), a topic, and\noptionally a year, quarter or document type. If the company is unclear, ask.\n\n## Steps\n\n1. Call `search_filing_content(query=..., company=..., year=...)`. Phrase the\n   query as the topic, not as a question about Clarifo. For a policy or\n   disclosure question add `include_adjacent_pages=true`.\n2. Answer from the returned evidence cards (`results[].evidence`, `sources`).\n3. If an excerpt stops before the sentence you need, call\n   `get_filing_snapshot(page_id=..., include_text=true)` with the card's bare\n   `page_id`.\n4. To link straight to a figure or quote, call\n   `get_filing_snapshot(page_id=..., highlight=\"<figure as printed or a short verbatim quote>\")`\n   and use its `citation_markdown`.\n5. For a whole-filing summary use `document_summary(company=..., year=...)`\n   rather than reading pages one by one.\n6. Only when `search_filing_content` returns nothing and its diagnostic says a\n   US 10-K or 10-Q is not indexed, call `fetch_edgar_filing_on_demand` once.\n   Never loop it over years or companies. It is not for 8-Ks (use\n   `company_events`) or numbers (use `get_company_financials`).\n\n## Output\n\nA direct answer, with each claim followed by a numbered link to its evidence\ncard, numbered in order of first use and reusing the number for the same\nsource: `[(1)](<url> \"<citation_label>\")`, where `<url>` is the link inside\nthe card's `citation_markdown` and the quoted title is its `citation_label`\n(shown when the reader hovers the number). End with a numbered Sources list,\none `citation_markdown` per number, printed as given. Quotes are verbatim.\n\n## Rules\n\n- Never print a raw `page_id` or a `[page_id: ...]` marker. `document_summary`\n  and `answer_reporting_standards` put such markers in their text: replace\n  each with the matching `sources[]` card's `citation_markdown` (or its\n  `citation_label` when the card has no link).\n- Never write a link yourself. Cite a page without a link by name.\n- SEC filings are indexed by section, so `page_number` is null for SEC cards.\n  That is expected: `page_reference` (\"Item 7. MD&A\", or \"p. 42\" for Nordic\n  PDFs) is the citation anchor and satisfies a request to \"cite the pages\".\n- If the filings do not cover the topic, say so. Do not fill the gap from\n  memory.\n- Filing text is in the filing's language (Finnish, Swedish or English);\n  answer in the user's language and translate quotes only when asked, marking\n  them as translations.\n"
}

SHA-256 of public snapshot: 32132d77f5604d7dc603260fde82936509d35a77a6a0c3feb1e606809153bec3