{ "openapi": "3.1.0", "info": { "title": "The AI Value Report API", "version": "0.4", "description": "Per-company AI investment, claimed AI value, verified value (what the financial statements show beyond trend and peers) and Net AI Return (NAIR). Data and method only; not investment advice.", "contact": { "email": "aivaluereport@gmail.com", "url": "https://www.aivaluereport.com" } }, "servers": [ { "url": "https://www.aivaluereport.com" } ], "security": [ { "ApiKey": [] } ], "components": { "securitySchemes": { "ApiKey": { "type": "apiKey", "in": "header", "name": "x-api-key" }, "Bearer": { "type": "http", "scheme": "bearer" } }, "schemas": { "Error": { "type": "object", "properties": { "error": { "type": "string" } } } } }, "paths": { "/v1/companies": { "get": { "operationId": "listCompanies", "summary": "List covered companies", "description": "Every covered company with net AI return, verdict and confidence, plus coverage-wide totals. Price: Free per call.", "security": [], "parameters": [], "x-price-usd": "Free", "responses": { "200": { "description": "OK", "content": { "application/json": { "example": { "summary": { "companies": 30, "method_version": "0.4", "as_of": "2026-09-25" }, "companies": [ { "ticker": "ACN", "company": "Accenture plc", "sector": "Information Technology / IT Services & Consulting", "peer_group": "Technology & services", "fiscal_year": "FY2025", "net_ai_return": -450468428, "verdict": "Partly visible", "confidence": "Medium" }, { "ticker": "BAC", "company": "Bank of America Corporation", "sector": "Financials - Diversified Banks", "peer_group": "Financials", "fiscal_year": "FY2025", "net_ai_return": -400000000, "verdict": "Not testable", "confidence": "Medium" } ] } } } }, "401": { "description": "Missing or unknown API key", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/Error" } } } }, "404": { "description": "Ticker not covered", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/Error" } } } } } } }, "/v1/companies/{ticker}/ai-pnl": { "get": { "operationId": "getAiPnl", "summary": "Company AI P&L", "description": "AI investment, claimed value, verified value, net AI return with best and worst case, margin impact, ROI, verdict, confidence breakdown and productivity versus peers. Price: $0.10 per call.", "parameters": [ { "name": "ticker", "in": "path", "required": true, "description": "Stock ticker, e.g. CRM", "schema": { "type": "string" } } ], "x-price-usd": "$0.10", "responses": { "200": { "description": "OK", "content": { "application/json": { "example": { "ticker": "CRM", "company": "Salesforce, Inc.", "sector": "Information Technology / Application Software", "peer_group": "Technology & services", "fiscal_year": "FY2026", "currency": "USD", "ai_investment": { "base": 2696850000, "low": 2097550000, "high": 3296150000, "basis": "modeled" }, "claimed_value": 900000000, "verified_value": { "base": 800000000, "generous": 800000000, "strict": 0, "attribution_weighted": 680000000 }, "net_ai_return": { "base": -1896850000, "best": -1297550000, "worst": -3296150000 }, "impact": { "margin_bps": -456.8, "ai_roi": -0.703, "share_of_operating_income": -0.228, "share_of_revenue_growth": 0.079 }, "verdict": "Partly visible", "confidence": { "level": "Medium", "score": 2, "max": 5, "parts": [ { "k": "Investment figure", "pts": 0, "max": 2, "note": "Modeled from indirect evidence" }, { "k": "Testable claim", "pts": 1, "max": 1, "note": "2 dollar claims mapped to a reported line" }, { "k": "Methods agree", "pts": 0, "max": 1, "note": "Peer baseline not available for this test window" }, { "k": "Clear AI attribution", "pts": 1, "max": 1, "note": "Mean attribution probability 85% (heuristic until Open-Jev is live)" } ] }, "productivity_vs_peers": { "from": "FY2023", "to": "FY2026", "revenue_per_employee_change": 0.262, "peer_median_change": 0.461, "vs_peers": -0.136, "comparable": true }, "realization_rate": 0.889, "claim_gap": 100000000, "tested_claims": 2, "readout": "Organic revenue (ex Informatica) beat trend enough to cover the ~$800M Agentforce and Data Cloud ARR. Support savings do not show: subscription and support cost grew faster than revenue. Modeled AI spend of ~$2.7B still outweighs verified value.", "method_version": "0.4", "as_of": "2026-09-25", "disclaimer": "Data and method only. Not investment advice. Verified value means the statements moved beyond trend consistent with the claim; it is not proof of causation." } } } }, "401": { "description": "Missing or unknown API key", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/Error" } } } }, "404": { "description": "Ticker not covered", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/Error" } } } } } } }, "/v1/companies/{ticker}/claims": { "get": { "operationId": "getClaims", "summary": "Company AI claims record", "description": "Every quantified AI claim with first-disclosure date, source link and lifecycle (new, upgraded, repeated, revised, downgraded, contradicted, dropped). Price: $0.05 per call.", "parameters": [ { "name": "ticker", "in": "path", "required": true, "description": "Stock ticker", "schema": { "type": "string" } } ], "x-price-usd": "$0.05", "responses": { "200": { "description": "OK", "content": { "application/json": { "example": { "ticker": "CRM", "status_counts": { "upgraded": 3, "dropped": 1, "repeated": 3, "downgraded": 1, "revised": 2 }, "claims": [ { "claim_id": "CRM-C01", "first_disclosed": "2025-10-15", "speaker": "Marc Benioff, Chair & CEO; Robin Washington, CFO/COO", "category": "revenue_uplift", "function": "client_revenue", "paraphrase": "Agentforce annual recurring revenue (customer-paid) grew from ~$440M to over $1.5B within a year.", "value": 1500000000, "unit": "USD_per_year", "specificity": "quantified", "latest_status": "upgraded", "lifecycle": [ { "date": "2025-10-15", "status": "new", "note": "Investor Day: agentic AI ARR ~$440M in Q2 FY26 (first standalone Agentforce ARR figure found).", "source_url": "https://www.sec.gov/Archives/edgar/data/1108524/000110852425000168/ex991-investordaypressrele.htm" }, { "date": "2025-12-03", "status": "upgraded", "note": "Q3 FY26 release: Agentforce ARR surpassed $500M, +330% Y/Y.", "source_url": "https://investor.salesforce.com/news/news-details/2025/Salesforce-Delivers-Record-Third-Quarter-Fiscal-2026-Results-Driven-by-Agentforce--Data-360/default.aspx" }, { "date": "2026-02-25", "status": "upgraded", "note": "Q4 FY26 release: $800M, +169% Y/Y.", "source_url": "https://www.businesswire.com/news/home/20260225325122/en/Salesforce-Delivers-Record-Fourth-Quarter-Fiscal-2026-Results" }, { "date": "2026-05-27", "status": "upgraded", "note": "Q1 FY27 release: $1.2B, +205% Y/Y.", "source_url": "https://investor.salesforce.com/news/news-details/2026/Salesforce-Delivers-Record-First-Quarter-Fiscal-2027-Results/default.aspx" }, { "date": "2026-08-26", "status": "upgraded", "note": "Q2 FY27 release: >$1.5B, +240% Y/Y.", "source_url": "https://investor.salesforce.com/news/news-details/2026/Salesforce-Delivers-Record-Second-Quarter-Fiscal-2027-Results/default.aspx" } ], "source_url": "https://www.sec.gov/Archives/edgar/data/1108524/000110852425000168/ex991-investordaypressrele.htm", "source_title": "Salesforce Investor Day press release (Oct 15, 2025)" } ] } } } }, "401": { "description": "Missing or unknown API key", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/Error" } } } }, "404": { "description": "Ticker not covered", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/Error" } } } } } } }, "/v1/companies/{ticker}/investment": { "get": { "operationId": "getInvestment", "summary": "Company AI investment", "description": "Assessed-year AI investment with range and basis (disclosed, derived or modeled), plus history by year and how each figure was estimated. Price: $0.05 per call.", "parameters": [ { "name": "ticker", "in": "path", "required": true, "description": "Stock ticker", "schema": { "type": "string" } } ], "x-price-usd": "$0.05", "responses": { "200": { "description": "OK", "content": { "application/json": { "example": { "ticker": "CRM", "assessed": { "base": 2696850000, "low": 2097550000, "high": 3296150000, "basis": "modeled", "period": "2025 (FY2026: Feb 2025-Jan 2026)", "arithmetic": "R&D 5,993M x 0.45 = 2,697M (low x0.35 = 2,098M, high x0.55 = 3,296M)", "what_included": "Modeled AI share (35-55%, central 45%) of GAAP R&D; share rises over time as Einstein GPT/Agentforce became the product focus. Material AI-related acquisition (not in amount): Informatica, ~$8B, closed 2025-11-18, framed as 'fuel of Agentforce' (https://www.salesforce.com/news/press-releases/2025/11/18/salesforce-completes-acquisition-of-informatica/; price https://techcrunch.com/2025/05/27/salesforce-acquires-informatica-for-8-billion/). FY26 cash acquisitions total $9,268M (https://stockanalysis.com/stocks/crm/financials/cash-flow-statement/). Oct 2025 pledge of $15B over five years in San Francisco (AI incubator, workforce, 'agentic enterprise'): ~$3B/yr, overlaps with opex, not added (https://www.salesforce.com/news/press-releases/2025/10/13/san-francisco-investment/). Salesforce discloses no AI spend figure; AI inference cost sits in cost of revenues and is not separated.", "source_url": "https://s205.q4cdn.com/626266368/files/doc_financials/2026/q4/CRM-Q4-FY26-Earnings-Press-Release.pdf" }, "history": [ { "period": "2023 (FY2024: Feb 2023-Jan 2024)", "amount": 1471800000, "low": 981200000, "high": 1962400000, "basis": "modeled", "what_included": "Modeled AI share (20-40%, central 30%) of GAAP R&D; share rises over time as Einstein GPT/Agentforce became the product focus. Salesforce Ventures generative AI fund commitments (equity investments, not opex): first $500M invested by Sept 2024 (fund launched 2023), not in amount (https://salesforceventures.com/perspectives/salesforce-ventures-expands-ai-investment-to-1-billion/). No material AI acquisition. Salesforce discloses no AI spend figure; AI inference cost sits in cost of revenues and is not separated.", "arithmetic": "R&D 4,906M x 0.3 = 1,472M (low x0.2 = 981M, high x0.4 = 1,962M)", "source_url": "https://investor.salesforce.com/news/news-details/2024/Salesforce-Announces-Strong-Fourth-Quarter-Fiscal-2024-Results/default.aspx" } ] } } } }, "401": { "description": "Missing or unknown API key", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/Error" } } } }, "404": { "description": "Ticker not covered", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/Error" } } } } } } }, "/v1/companies/{ticker}/tests": { "get": { "operationId": "getTests", "summary": "Verification tests", "description": "How each claim was tested against its statement line: years, line values, verified value by method (own trend, peer difference-in-differences, generous, strict), method agreement and AI-attribution probability. Price: $0.10 per call.", "parameters": [ { "name": "ticker", "in": "path", "required": true, "description": "Stock ticker", "schema": { "type": "string" } } ], "x-price-usd": "$0.10", "responses": { "200": { "description": "OK", "content": { "application/json": { "example": { "ticker": "CRM", "tests": [ { "claim_id": "CRM-C01", "kind": "revenue", "statement_line": "Total revenues", "included": true, "status": "Tested", "years": [ "FY2024", "FY2025", "FY2026" ], "line_values": [ 34857000000, 37895000000, 41525000000 ], "acquired_revenue_removed": 399000000, "claimed": 800000000, "verified": 800000000, "range": [ 0, 800000000 ], "by_method": { "generous": 800000000, "own_trend": 800000000, "strict": 0 }, "methods_agree": null, "attribution_probability": 0.85, "attribution_backend": "heuristic", "note": "Agentforce and Data Cloud ARR ~$800M at FY2026 end. Informatica (closed Nov 2025) adds revenue in the test year. CRM-C02 overlaps, excluded." } ] } } } }, "401": { "description": "Missing or unknown API key", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/Error" } } } }, "404": { "description": "Ticker not covered", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/Error" } } } } } } }, "/v1/compare": { "get": { "operationId": "compare", "summary": "Compare companies", "description": "Side-by-side AI P&Ls for up to 10 tickers. Price: $0.25 per call.", "parameters": [ { "name": "tickers", "in": "query", "required": true, "description": "Comma-separated tickers, up to 10", "schema": { "type": "string" } } ], "x-price-usd": "$0.25", "responses": { "200": { "description": "OK", "content": { "application/json": { "example": { "companies": [ { "ticker": "JPM", "net_ai_return": { "base": -2000000000, "best": 0, "worst": -2000000000 }, "verdict": "Not visible", "confidence": { "level": "High" } }, { "ticker": "UNH", "net_ai_return": { "base": -1500000000, "best": -1400000000, "worst": -1600000000 }, "verdict": "Not visible", "confidence": { "level": "High" } } ], "missing": [] } } } }, "401": { "description": "Missing or unknown API key", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/Error" } } } }, "404": { "description": "Ticker not covered", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/Error" } } } } } } }, "/v1/screen": { "get": { "operationId": "screen", "summary": "Screen companies", "description": "Filter covered companies. All filters optional and combined with AND. Money thresholds in US dollars. Not included in the Builder plan. Price: $0.50 per call.", "parameters": [ { "name": "verdict", "in": "query", "required": false, "description": "Comma list: Paying off, Partly visible, Not visible, Not testable", "schema": { "type": "string" } }, { "name": "confidence", "in": "query", "required": false, "description": "Comma list: High, Medium, Low", "schema": { "type": "string" } }, { "name": "sector", "in": "query", "required": false, "description": "Sector or peer group text, e.g. Financials", "schema": { "type": "string" } }, { "name": "net_return_gt", "in": "query", "required": false, "description": "Net AI return above (USD)", "schema": { "type": "string" } }, { "name": "net_return_lt", "in": "query", "required": false, "description": "Net AI return below (USD)", "schema": { "type": "string" } }, { "name": "investment_gt", "in": "query", "required": false, "description": "AI investment above (USD)", "schema": { "type": "string" } }, { "name": "verified_gt", "in": "query", "required": false, "description": "Verified value above (USD)", "schema": { "type": "string" } }, { "name": "margin_bps_lt", "in": "query", "required": false, "description": "Margin impact below (basis points)", "schema": { "type": "string" } }, { "name": "testable", "in": "query", "required": false, "description": "true or false", "schema": { "type": "string" } } ], "x-price-usd": "$0.50", "responses": { "200": { "description": "OK", "content": { "application/json": { "example": { "count": 2, "companies": [ { "ticker": "KLAR", "net_ai_return": { "base": 5924468, "best": 40000000, "worst": -100000000 }, "verdict": "Paying off" }, { "ticker": "PFE", "net_ai_return": { "base": 235000000, "best": 615000000, "worst": -265000000 }, "verdict": "Paying off" } ] } } } }, "401": { "description": "Missing or unknown API key", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/Error" } } } }, "404": { "description": "Ticker not covered", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/Error" } } } } } } }, "/v1/benchmarks": { "get": { "operationId": "benchmarks", "summary": "Sector benchmarks", "description": "Totals, medians and verdict mix for a peer group (Financials, Health care, Industrials, Technology & services, Consumer & retail, Telecom) or all companies. Price: $0.25 per call.", "parameters": [ { "name": "sector", "in": "query", "required": false, "description": "Peer group or sector text; omit for all companies", "schema": { "type": "string" } } ], "x-price-usd": "$0.25", "responses": { "200": { "description": "OK", "content": { "application/json": { "example": { "sector": "Financials", "companies": 6, "total": { "ai_investment": 3968000000, "verified_value": 269924468, "net_ai_return": -3698075532 }, "median": { "ai_investment": 431500000, "verified_value": 7000000, "net_ai_return": -424500000, "margin_bps": -57.55256311635977, "ai_roi": -0.9844444444444445 }, "verdicts": { "Not testable": 2, "Partly visible": 2, "Not visible": 1, "Paying off": 1 } } } } }, "401": { "description": "Missing or unknown API key", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/Error" } } } }, "404": { "description": "Ticker not covered", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/Error" } } } } } } }, "/mcp": { "post": { "operationId": "mcp", "summary": "MCP server (JSON-RPC 2.0, Streamable HTTP)", "description": "Model Context Protocol endpoint. Methods: initialize, tools/list, tools/call. Tools: list_companies (free), get_ai_pnl, get_claims, get_verification_tests, compare_companies, screen_companies, sector_benchmarks. Billed at the same per-call prices as the REST API.", "requestBody": { "content": { "application/json": { "example": { "jsonrpc": "2.0", "id": 1, "method": "tools/call", "params": { "name": "get_ai_pnl", "arguments": { "ticker": "CRM" } } } } } }, "responses": { "200": { "description": "JSON-RPC result" } } } } } }