What inputs does get_capital_allocation_profile accept?

ticker (string, required): Stock ticker symbol, e.g. AAPL, MSFT — or a CIK (SEC identifier), e.g. '0000320193'. lookback_years (integer, optional, default 5): Number of fiscal years to look back from the most recent filing (1–20). Defaults to 5 years for a full capital allocation cycle. as_of_date (string, optional): Point-in-time date (YYYY-MM-DD). Only returns facts with accepted_at on or before this date — eliminates look-ahead bias.

Which Valuein plans include get_capital_allocation_profile?

Available on every plan, including the free tier with no account. Point-in-time safe via as_of_date filtering.

Financials

PIT-safe

Capital Allocation Profile

get_capital_allocation_profile

Sample and above

Get a multi-year capital allocation breakdown for a US public company. Shows how management deploys cash across all six categories — capex, R&D, M&A, dividends, buybacks, and debt — plus pre-computed deployment ratios (% of operating cash flow) and over-distribution flags. Use...

Example Call

example_call.pypython

# Using the Valuein MCP server from Python (via MCP SDK)# Or call directly from Claude / Cursor after setup result = await client.call_tool(    "get_capital_allocation_profile",    arguments={    "ticker": "EXAMPLE"})print(result)

Direct tool call:get_capital_allocation_profile(ticker="AAPL", lookback_years=5)

Try it now

No token required

Paste this in your terminal — the free tier returns real sample data without authentication.

try-it.shbash

# No auth required — the Sample tier covers a large-cap US benchmark universe with a 5-year window.# Add -H "Authorization: Bearer $VALUEIN_TOKEN" for the full universe and history.curl -X POST https://mcp.valuein.biz/mcp \    -H "Content-Type: application/json" \    -H "Accept: application/json, text/event-stream" \    -d '{        "jsonrpc": "2.0",        "id": 1,        "method": "tools/call",        "params": {          "name": "get_capital_allocation_profile",          "arguments": {            "ticker": "AAPL",            "lookback_years": 3          }        }      }'

Inputs

Parameter	Type	Required	Description
`ticker`	string	required	Stock ticker symbol, e.g. AAPL, MSFT — or a CIK (SEC identifier), e.g. '0000320193'.
`lookback_years`	integer	optional	Number of fiscal years to look back from the most recent filing (1–20). Defaults to 5 years for a full capital allocation cycle.Default: `5`
`as_of_date`	string	optional	Point-in-time date (YYYY-MM-DD). Only returns facts with accepted_at on or before this date — eliminates look-ahead bias.

Output Fields

tickerlookback_yearsas_of_dateperiods_returnednotedata

Example Response

Illustrative

response.jsonjson

[  {    "ticker": "AAPL",    "lookback_years": 2024,    "as_of_date": null,    "periods_returned": null,    "note": null,    "data": null  }]

Shape only — field names match the live schema; values are placeholders, not real filings. Returns five fiscal years of Apple's capital allocation — capex, R&D, M&A, dividends, buybacks and debt — with deployment ratios as a share of operating cash flow.