Valuein MCP Server

Search for US public companies by name, ticker symbol, CIK (SEC identifier), or SIC industry code.

Retrieve standardized SEC EDGAR fundamental financial metrics for a US public company.

Get what a US public company is TRADING AT, plus two parameter-free reference points.

Get pipeline-computed financial ratios from ratio.

Get direct links to original SEC EDGAR filings for any US public company.

Which SEC form types each of up to 200 companies filed in the last N months (default 24), as a count per form, in ONE call.

Table of contents of a 10-K / 10-Q / 8-K (or 10-K/A, 10-Q/A, 8-K/A) so an agent can read the filing's WORDS: returns the form, filing/period/acceptance dates, the primary-document URL, and every section found with its `key`, `title`, `char_count` and a short `first_line`.

Read one section of a 10-K / 10-Q / 8-K (or amendment) as plain text: MD&A (10-K `7`, 10-Q `I-2`), Risk Factors (`1A`, `II-1A`), Legal Proceedings, Controls, a financial-statement note (`note-3`), an 8-K Item (`2.

Find a statement, note, heading or phrase inside a 10-K / 10-Q / 8-K (or amendment; an 8-K's EX-99 exhibits included) and get where to read it, like grep over the filing: 'Consolidated Balance Sheets', 'goodwill impairment', 'Note 7', 'Risk Factors'.

Get a multi-year capital allocation breakdown for a US public company.

Get ratio-based peer comparison for a company and its closest competitors.

Use this tool to answer questions about historical index membership — e.

Returns a short-lived (15-min) download URL for a bulk Parquet object that can be piped directly into Python/DuckDB/Polars for high-throughput computation that exceeds the MCP context window.

Returns the Parquet schema for all tables in the Valuein SEC data warehouse.

List Valuein's expert research playbooks — the step-by-step procedures a senior equity analyst follows, each encoding the exact tool sequence, parallel-wave grouping, and output structure for one task (research brief, screen and shortlist, forensic quality audit, capital-alloc.

Load one expert research playbook by name (discover names with `list_sops`).

Use this tool when the user asks BOTH what a financial figure is AND which filing reported it — e.

Resolve MANY cited facts to their SEC filings in ONE call — the batch form of `verify_fact_lineage`.

Check whether figures a report STATES can be reproduced by the engine from the SEC facts the report cites.

Check numbers a report STATES against the source it says it read them in.

Compare a company's core financial metrics across two fiscal periods side-by-side.

Rank companies by cross-sectional factor scores from factor_scores.

Reported earnings results and a model-derived earnings-trend signal for a company, by fiscal period: actual reported EPS, a trailing-trend EPS estimate (`eps_trend_est`), the deviation of actual vs that trend (`eps_surprise_pct`), reported revenue, and year-over-year revenue g.

List financial-statement restatements — facts a later SEC filing materially changed (>0.

File product feedback to the Valuein team — a bug, feature request, experience note, or data-quality issue — directly from the agent surface.

File EXPLICIT, structured feedback about a specific artifact you (or the model) produced — a chat message, a report, a thesis, a claim, a tool call, or the schema.

Form 3 / 4 / 5 / 144 line items for a US public company.

Returns top-N institutional holders of a US public company at a specific period_end (by default the latest period whose 45-day 13F filing window has closed), with aggregate institutional shares, total market value, holder count, and HHI concentration (sum of squared share-of-t.

Returns a 13F filer's full portfolio at a specific period_end (latest by default), with QoQ deltas vs the prior quarter (new / increased / decreased / exited / unchanged).

Returns SC 13D / SC 13G blockholder disclosures (5%+ stakes) for a US public company.

Role-weighted insider sentiment score on a fixed [-100, +100] scale for a single issuer over a lookback window.

Classification-aware UNION across insider transactions (latest post_transaction_shares per insider), 13F institutional holdings, and SC 13D / 13G blockholder filings for one issuer.

Composite flow score on [-100, +100] aggregating insider transactions, 13F institutional Δ-shares vs the prior quarter, and SC 13D/13G blockholder changes over a lookback window.

Persist a directional investment thesis (bull / bear / neutral) on a ticker.

Return the caller's saved theses, newest-first.

Fetch a single saved thesis by its id.

Soft-delete a saved thesis: status flips to `archived` (the row stays for audit / re-scoring).

Undo a delete: restores a thesis, watchlist, signal, claim or report that `delete_*` archived, a rule, citation override or uploaded document that `delete_*` removed, a memory entry removed by `delete_agent_memory` (id = its key), an inbox item hidden by `dismiss_inbox_item` (.

Grade a saved thesis against fundamental momentum since its creation.

Find every thesis past its horizon with no outcome yet, and grade each via `score_thesis_outcome`.

Resolve a saved workflow by id and return a structured execution plan for a single ticker.

Return the PUBLIC theses + reputation aggregate for a user identified by Stripe customer_id.

Make a saved thesis discoverable by flipping its visibility: `public` (default) surfaces it on the author's /[handle] profile and counts toward their reputation aggregate; `unlisted` makes it reachable at a known direct link but keeps it off the profile.

Revert a published thesis (public or unlisted) back to `private` — removes it from the author's /[handle] profile and excludes it from the public reputation aggregate.

Persist a single falsifiable, evidence-backed CLAIM — the atomic unit of the research graph.

List the caller's saved claims, most-recent-first, with AND-composed filters and cursor pagination.

Fetch a single claim by id, plus the ids of theses it supports/refutes and its full append-only score history.

Soft-delete a claim by id.

Attach a claim to a thesis with a role: 'supports' (the claim, if true, strengthens the thesis), 'refutes' (if true, weakens it — track disconfirming evidence first-class), or 'context' (relevant but not directional).

Remove the link between a claim and a thesis.

List the claims composing a thesis, each with its role (supports/refutes/context).

Resolve a claim's outcome.

Find every auto-gradable claim that is due (assertions in open/needs_review/stale; predictions whose horizon has passed) and resolve each against fundamentals.

Return the PUBLIC claims + claim-accuracy reputation for a user identified by Stripe customer_id.

Make a saved claim discoverable by flipping its visibility: `public` (default) surfaces it on the author's /[handle] profile and counts toward their claim-accuracy reputation; `unlisted` makes it reachable at a known direct link but keeps it off the profile.

Revert a published claim (public or unlisted) back to `private` — removes it from the author's /[handle] profile and excludes it from the public claim-accuracy aggregate.

Persist a correction of a citation value.

Author-only newest-first listing of the caller's citation corrections.

Remove a user-authored citation correction by fact_id.

Record (or update) the review state of ONE figure inside a report — the durable answer to 'has a human traced this number back to its filing?' Upsert keyed on (report_id, figure_key): re-reviewing a figure REPLACES its prior mark, it never appends, so this is always the figure.

List every figure review recorded for one report, plus a state-count summary — the coverage view for 'which figures in this report still need a human?' A report with no reviews yet returns an empty list and an all-zero summary; that is a legitimate answer, not an error.

Remove your own review mark for ONE figure in a report (Undo for save_figure_review), so the figure needs review again.

Fetch the Auditable Research File behind one of the caller's own agent runs — the complete evidence chain an examiner asks for: the originating prompt, every tool the agent called in order, every `fact_id` it cited, every human approval, and which models were used.

Request a Valuein compliance certificate for one of the caller's OWN reports — a signed, publicly verifiable attestation at valuein.

Check EVERY number in one of your own reports against the filing it cites, in one call.

Upsert a named watchlist with a list of tickers.

Paginated newest-first listing of the caller's watchlists (id, name, tickers, status, counts).

Fetch a single watchlist (full ticker set + criteria) by its name, not an id (case-insensitive).

Soft-delete a watchlist by its name (not id): status flips to `archived` (still readable via list_watchlists status=all/archived).

Store or update ONE durable memory entry (key → value) for this user so context survives across sessions — preferences, prior conclusions, working context.

Recall this user's durable memory.

Forget ONE durable memory entry by key — use it when a note you stored is now wrong, superseded, or was only ever scratch.

Return new SEC filings across a set of companies since a given date.

Persist a signal and register it with the firing pipeline.

Edit an existing signal IN PLACE — rename it, change what it watches, or change where it delivers — keeping its id, its fire history (`trigger_count`, `last_triggered_at`) and every inbox item and delivery already tied to it.

Paginated newest-first listing of the caller's signals (id, condition, channel, status, trigger_count, evaluator health).

Soft-delete a signal by its id (from create_signal/list_signals): status flips to `deleted` and it is removed from the cron evaluator index so it stops firing.

Fire a synthetic notification through EVERY channel the signal is configured with.

Newest-first listing of the caller's in-app inbox.

Set `read_at` on a single inbox item by its id (from list_signal_inbox or the signals feed resource) — not a signal id.

Soft-delete a single inbox item by its id (from list_signal_inbox) — not a signal id; sets `dismissed_at`.

Propose an MCP tool call for human approval BEFORE running it.

List the caller's own staged actions still awaiting a human decision (status='proposed'), newest-first.

Approve a staged action by id and RUN the underlying tool call it proposed, using the caller's own current credentials — never the original proposer's.

Reject a staged action by id.

Defer a follow-up task ("re-check AAPL margin compression in 30 days") for up to ${MAX_WAKE_HORIZON_DAYS} days.

Paginated newest-first listing of the caller's own scheduled (deferred) tasks — transparency into what an agent has queued for the future.

Cancel a pending scheduled task by id (from schedule_task or list_scheduled_tasks).

Persist a trigger -> action rule and register it with the evaluator.

Paginated newest-first listing of the caller's own rules.

Delete a rule by id (from create_rule/list_rules) — hides it from the catalog and removes it from the evaluator's scan index, so it stops firing immediately.

Dry-run a rule's condition_expr against a SYNTHETIC trigger payload — reports whether it WOULD have fired, but NEVER dispatches the action (no report generated, no team run, no message sent, no inbox write).

Read the caller's Morning Brief — a daily AI-generated market digest covering overnight moves across the customer's own watchlists and theses, produced by the Workspace.

List the caller's own standing-agent runs, newest first — status, goal, cost, and timing for each.

Fetch full detail for one of the caller's own standing-agent runs by id (from list_agent_runs) — status, goal, tickers, cost, artifact ids, role breakdown, and any error.

Create or update a standing agent — a saved {goal + tickers + schedule} that fires either a fixed step recipe (agent_type="workflow", free/deterministic) or an AI-directed team (agent_type="autonomous", charged — settles against the owner's BYO key first, falling back to the m.

List the caller's own standing agents (id, name, goal, tickers, agent_type, trigger config, schedule, enabled state, last/next run).

Fetch full detail for one of the caller's own standing agents by id (from save_agent/list_agents).

Delete one of the caller's own standing agents by id.

Fire one of the caller's own standing agents now, out of band from its schedule.

Synchronously generate a research report and persist it under the caller's authorship.

Fetch the current HEAD of a report by id.

Cursor-paginated newest-first listing of the caller's own reports (owner-scoped).

Soft-delete a report owned by the caller: status flips to `delisted`, visibility to `private` — not a hard delete, the row and R2 artifact are preserved (90-day audit window).

Publish a report for FREE at `listed` or `unlisted` visibility to build your public author profile.

Revert a published report (listed or unlisted) back to `private` visibility, removing it from the public catalog.

Search the catalog of published research reports.

Forward discounted-cash-flow valuation (two-stage Gordon-growth model): caller provides growth + WACC + terminal assumptions, returns per-share intrinsic value (`value_per_share_cents`, cents of `result.

Deterministic forensic-accounting scores for a single ticker: partial Beneish M-Score, Sloan accruals, and a solvency snapshot.

End-of-day closing price for a company AS OF any calendar date.

Daily EOD bar series (OHLCV) for a company over a date range.

Current and historical valuation multiples for a company.

A SMALL, BOUNDED, in-Worker sanity-check backtest — NOT a full-universe backtesting engine.

Linked forward Income Statement / Balance Sheet / Cash Flow projection, seeded from the company's latest historical annual period.

Leveraged buyout returns analysis: caller provides entry/exit multiples, leverage, and a hold period; the tool builds a Day-1 pro-forma opening balance sheet from the deal's own sources & uses (cash-free, debt-free convention — entry_debt = leverage_multiple x EBITDA, sponsor_.

M&A accretion/dilution: the standard sell-side/banker quick-screen for whether a proposed acquisition adds to (accretive) or subtracts from (dilutive) the acquirer's EPS in the first pro-forma year.

Replace one or more sections of an existing report owned by the caller.

Author-only newest-first listing of a report's archived version history.

Author-only fetch of a specific archived version of one of your reports, by positive-integer `version`.

Return a 15-minute presigned download URL for a report in the requested binary format.

Save free-form markdown (e.

Read the extracted text of a file uploaded via POST /v1/uploads (a plain REST route, not this JSON-RPC endpoint).

List the caller's currently-active uploaded documents (filename, size, char count — no full text; call get_uploaded_document for that).

Delete an uploaded document before its 24h TTL.

Render a forward DCF result into a professional Excel workbook (Summary + 5×5 Sensitivity heatmap + Inputs sheet).

Render a structured research brief into a professionally-styled Word document — a branded masthead-first page (Valuein letterhead: brand rule, wordmark, 'EQUITY RESEARCH' kicker + date, then the ticker eyebrow, the title as hero, and the named analyst's byline), the body (abst.

Render a peer comparables table into an Excel workbook.

Render an LBO result into a professional Excel workbook (Summary + year-by-year Projection table + Inputs sheet).