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Explorer/MCP/valuein/mcp-sec-edgar

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valuein.biz

valuein/mcp-sec-edgar

Institutional-grade SEC financial data for AI agents — in one line of config. Connect Claude, Cursor, ChatGPT, Codex, or any MCP-compatible client to 35 years of SEC EDGAR data (1990–today, 16,000+ US companies, 100M+ financial facts) and let your agent do the analysis. Endpoint: https://mcp.valuein.biz/mcp What your agent can do Look up any US public company — tickers, CIKs, sectors, S&P 500 membership Pull fundamentals — income statement, balance sheet, cash flow, annual or quarterly Read financial ratios — margins, ROIC, leverage, turnover, cash conversion Compare to peers — automated peer selection + side-by-side ratios Link straight to the source filing — 10-K, 10-Q, 8-K URLs from SEC EDGAR Audit capital allocation — buybacks, dividends, capex, M&A history Screen the market — factor screens, earnings signals, quality filters Run point-in-time backtests — survivorship-free historical universes, no look-ahead bias Verify every number — trace any fact back to the exact filing and line item Search filing text — semantic search across Risk Factors, MD&A, and footnotes Stream bulk data — signed R2 URLs for DuckDB / Pandas workflows (Pro+) 15 tools + 8 built-in analyst/quant/PM playbooks ("Margin & Moat Teardown", "Peer Benchmarking Memo", "Survivorship-Free Backtest", and more). Built for Analysts & PMs running earnings reviews, forensic tear-downs, and peer benchmarking without leaving their AI assistant Quants building PIT factor models and survivorship-free backtests Developers shipping agentic financial products without licensing a data vendor Financial content creators pulling live SEC data into research workflows One token. Every distribution channel. The same Bearer unlocks the Python SDK, Excel Power Query, REST API, and this MCP server. Subscribe once, use everywhere. For more information visit our documentation: https://valuein.biz/mcp

15 tools available ↓

The Journeyman

A reasonable amount of history and nothing concerning in the scan.

Time indexed (6mo)

15toolsRemote/ HTTP6moindexed

100% uptime · 292ms avgChecked Oct 15, 2026

Quality Score

65/95

Deep

Risk Score

0/100

Clean

▸How is this calculated?

Quality Breakdown

Tenure14.2/20

177 days indexed

Capability18.1/25

Tools: 6.1/13 (15 tools)

Description: 5/5 ✓

Endpoint: 7/7 ✓

Adoption8.1/25

Use count: 8.1/20 (104 uses)

Multi-registry: 0/5 (1 registry)

Reliability25/25

Currently live: 10/10 ✓

Uptime history: 15/15 100% (3/3 checks)

Security scan: 0 pts in v1.0; ready to weight when coverage improves

Risk

0— Clean

No signals detected.

The scanner shows

15 tools. Nothing caught our attention.

First indexed Apr 21, 2026

Server Profile

⚙

Tools catalogued

15

15 tools available. Full list below.

☁

Hosting

Remote / HTTP

Runs on the internet. No access to your filesystem, SSH keys, or environment variables.

○

Registry presence

Not verified

Not yet verified by the Official MCP Registry.

●

Liveness

100%

Based on 48 checks. Average response: 292ms.

Publisher Verification

Not yet verified by the Official MCP Registry.

Endpoint

https://valuein-mcp.run.tools

Tools (15)

search_companies

Search for US public companies by name, ticker symbol, CIK (SEC identifier), or SIC industry code. Returns ticker, company name, sector, industry, exchange, and S&P 500 membership status. Use this tool before other tools to resolve a company name to its ticker or CIK. Available on all plans.

get_company_fundamentals

Retrieve standardized SEC EDGAR fundamental financial metrics for a US public company. Returns revenue, net income, EPS (diluted), total assets, total liabilities, operating cash flow, and capital expenditures for one or more fiscal periods. Data sourced from 10-K (annual) and 10-Q (quarterly) filings. Point-in-time: no look-ahead bias.

get_valuation_metrics

Get comprehensive valuation and profitability metrics for a US public company. Returns per-period data combining computed ratios (gross margin, operating margin, net margin, ROE, ROA, ROIC, debt-to-equity, FCF, FCF margin) with pre-computed DCF model inputs (WACC, FCF base, stage-1 growth rate, terminal growth rate, DCF and DDM intrinsic value per share). Point-in-time safe: as_of_date filters on knowledge_at — use for historical analysis and backtesting without look-ahead bias. Available on all plans.

get_financial_ratios

Get pipeline-computed financial ratios from the ratio table. Covers 7 categories: profitability (margins, ROE, ROA, ROIC), liquidity (current ratio, quick ratio), leverage (D/E, interest coverage, net debt/EBITDA), efficiency (asset turnover, inventory days), per_share (EPS, BVPS, FCF/share), owner_earnings (Buffett FCF, owner yield), and valuation (EV/EBITDA, P/E, P/FCF). Includes TTM (trailing twelve months) rows alongside annual periods. Note: ratios are pipeline-derived — filter by period_end for historical analysis, not knowledge_at (which does not apply to derived data). Available on all plans.

get_sec_filing_links

Get direct links to original SEC EDGAR filings (10-K, 10-Q, 8-K, 20-F, etc.) for any US public company. Returns both the EDGAR interactive viewer URL and the raw filing index URL. Available on all plans.

get_capital_allocation_profile

Get a multi-year capital allocation breakdown for a US public company. Shows how management deploys free cash flow across dividends, share repurchases, and debt management — the key inputs for quality assessment and owner earnings analysis. Data sourced from annual 10-K cash flow statements (SEC EDGAR). Includes: operating cash flow, capex, FCF, dividends paid, buybacks, debt issuance/repayment, net debt change, dividend payout ratio, FCF-to-revenue. Point-in-time safe via as_of_date. Available on all plans.

Show all 15 tools ↓

get_peer_comparables

Get ratio-based peer comparison for a company and its closest competitors. Peers are selected by matching 2-digit SIC industry code. Returns pipeline-computed ratios from up to 10 peers alongside the subject company for direct benchmarking. Ratio categories: profitability, liquidity, leverage, efficiency, per_share, owner_earnings, valuation. TTM (trailing twelve months) ratios are used when available for the most current view. Use period_end_before to compare peers at a specific historical date. Available on sp500 and full plans.

get_pit_universe

Get a survivorship-free universe of companies valid on a specific historical date. Critical for bias-free quantitative research: returns only companies that existed and were index members on the exact as_of_date — no hindsight contamination. Historical S&P 500 composition uses index_membership.parquet (accurate join/leave dates), not the current is_sp500 snapshot. Returns CIK, ticker, name, sector, industry, SIC code for each company. Use as the first step of a quantitative backtest before calling get_compute_ready_stream to pull Parquet data for the universe. Available on sp500 and full plans.

get_compute_ready_stream

Get a pre-signed Cloudflare R2 URL for direct Parquet file access. Use this when the query requires bulk data that exceeds the MCP context window — the signed URL can be passed to Python/DuckDB/Polars for local high-throughput computation. Datasets: fact (per-entity partition — requires ticker), ratio (all computed ratios), valuation (DCF inputs), filing (SEC filing metadata), references (company universe), index_membership (historical index composition). URL expires in 1 hour. Requires sp500 or full plan. Example usage: pass the URL to `duckdb.read_parquet(url)` in Python.

describe_schema

Returns the Parquet schema for all tables in the Valuein SEC data warehouse. Includes table descriptions, column names, types, primary keys, and foreign-key references. Use this tool to understand the data model before querying with other tools. No data reads required — schema is embedded in the manifest. Available on all plans.

verify_fact_lineage

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. The fact_id is SHA-256(entity_id|accession_id|concept|period_end|unit) — use this tool to confirm that a data point in a report traces back to a specific SEC EDGAR filing. Requires both the ticker symbol and the fact_id. Available on all plans.

compare_periods

Compare a company's core financial metrics across two fiscal periods side-by-side. Shows absolute and percentage changes with significance classification (minor < 5%, notable 5–15%, significant > 15%). Use period format: 'FY2024' for annual, 'Q1-2024' for quarterly. Point-in-time safe via as_of_date. Available on all plans.

screen_universe

Rank companies by cross-sectional factor scores (ROE, margins, Piotroski, etc). Returns percentile ranks where 1.0 = best. Supports filtering by sector, sorting by any factor rank column, and single-entity mode via ticker. Available on sp500 and full plans.

get_earnings_signals

Trend-based earnings expectations and surprise metrics. EPS trend is the trailing 4-quarter average; surprise_pct shows how actual EPS deviated from trend. PIT-safe: use as_of_date to filter by knowledge_at for backtesting. Available on all plans.

search_filing_text

Semantic search over SEC 10-K and 10-Q narrative sections — Risk Factors, MD&A, Business, Legal Proceedings, and Controls & Procedures. Returns the top passages most similar in meaning to the query, with links back to the source filing. Use this for qualitative research: 'companies worried about regulation', 'Apple services segment risk language', 'discussions of AI capex'. Available on sp500, pro, and full plans.

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