Company Fundamentals
get_company_fundamentalsCore financial statement data for a company: income statement, balance sheet, and cash flow metrics per fiscal period. Sample plan returns the most recent 3 annual periods. S&P500 plan unlocks full history for S&P500 companies. Pro plan adds the full 19,000+ entity US universe (active + delisted) with 15 years of point-in-time history (2011→present). Institutional adds unlimited history back to 1993 plus the smart-money dataset (insider transactions + institutional ownership) and filing-event webhooks.
Example Call
# Using the Valuein MCP server from Python (via MCP SDK)# Or call directly from Claude / Cursor after setup result = await client.call_tool( "get_company_fundamentals", arguments={ "ticker": "EXAMPLE"})print(result)Direct tool call:get_company_fundamentals(ticker="MSFT", period="FY", limit=5)
Try it now
Paste this in your terminal — the free tier returns real S&P500 data without authentication.
# No auth required — sample tier covers S&P500 with a 5-year window.# Add an Authorization: Bearer header for full universe and history.$ curl -X POST https://mcp.valuein.biz/mcp \ -H "Content-Type: application/json" \ -d '{ "jsonrpc": "2.0", "id": 1, "method": "tools/call", "params": { "name": "get_company_fundamentals", "arguments": { "ticker": "AAPL", "limit": 3 } } }'Inputs
| Parameter | Type | Required | Description |
|---|---|---|---|
ticker | string | required | Ticker symbol |
period | string | optional | FY (annual) or Q1/Q2/Q3/Q4 (quarterly). Defaults to FY. |
limit | integer | optional | Number of periods to return. Defaults to 10. |
as_of_date | string | optional | YYYY-MM-DD PIT filter on accepted_at. |
Output Fields
tickercikcompany_namefiscal_yearfiscal_periodperiod_endfiling_dateaccepted_atrevenuenet_incomeeps_dilutedtotal_assetstotal_liabilitiesoperating_cash_flowcapexExample Response
[ { "ticker": "AAPL", "cik": "0000320193", "company_name": "Apple Inc.", "fiscal_year": 2024, "fiscal_period": "FY", "period_end": "2024-03-15", "filing_date": "2024-03-15", "accepted_at": "2024-03-15" }]Shape only — field names match the live schema; values are placeholders, not real filings. Returns 5 annual periods of Microsoft financials including revenue, net income, and EPS.
Notes
PIT-safe via accepted_at filtering. accepted_at = SEC acceptance timestamp — use this, not filing_date or report_date, for look-ahead-free backtests.