What inputs does get_company_fundamentals accept?

ticker (string, required): Stock ticker symbol, e.g. AAPL, MSFT, BRK.B — or a CIK (SEC identifier), e.g. '0000320193'. fiscal_year (integer, optional): Fiscal year (YYYY). Omit to return the most recent available years. period ("annual" | "quarterly", optional, default "annual"): Filing period granularity. Annual uses 10-K; quarterly uses 10-Q. 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 for backtesting. Omit for the full dataset. limit (integer, optional, default 5): Maximum number of periods to return (1–40). Defaults to 5. strict (boolean, optional, default false): When true, fail with LIMIT_EXCEEDED (subcode DEPTH_LIMIT_EXCEEDED) if the plan cannot satisfy the requested limit. Default false: return what's available and explain the gap in _meta.truncation. lineage_detail ("off" | "compact" | "full", optional, default "compact"): Per-period provenance envelope + per-metric availability/provenance sidecars. 'compact' (default) returns source_filing + source_url (the SEC Inline-XBRL viewer with every tagged fact highlighted when the filing is iXBRL, else the rendered document, else the filing index) + sec_url/document_url/inline_viewer_url + restated flag, plus lean per-metric availability + fact_id + source_filing. 'full' adds first_filed_at + accepted_at + per-metric source_url + computed inputs[]. 'off' omits all provenance. response_format ("flat" | "envelope", optional, default "flat"): Output shape. 'flat' (default) returns the legacy `metrics` object plus the additive `metrics_availability`/`metrics_provenance`/`metrics_display` sidecars — `metrics_display` holds each figure already rendered for prose ("$402.83B"), and you should quote it verbatim rather than reformatting `metrics` yourself. 'envelope' additionally attaches `metric_envelopes` — one canonical {metric,value,unit,scale,period,availability,provenance,display} object per metric. Both shapes carry the same display strings. min_confidence (number, optional): Withhold any metric whose backing fact scores below this confidence [0, 1]. The score is a PENALTY FROM EVIDENCE — every fact starts at 1.0 and is docked only for something checkable: a failed accounting identity (-0.40), a later filing that revised the number (-0.20), an unaudited filing (-0.05). It is NOT a function of age: a clean 1995 fact scores the same as a clean 2026 one. Guide: 0.95 = 'no evidence against this number' (the normal case, in every year); 0.80 = tolerate a fact a later filing revised; 0.60 = tolerate a filing whose accounting identities failed. A withheld metric is reported as availability:'suppressed' — never dropped silently, and never as 'not_reported', which would claim the company did not file it. Facts with no confidence score are withheld too (fail closed).

Which Valuein plans include get_company_fundamentals?

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

Financials

PIT-safe

Company Fundamentals

get_company_fundamentals

Sample and above

Retrieve standardized SEC EDGAR fundamental financial metrics for a US public company. Returns revenue, gross profit, operating income, net income, EPS (diluted), total assets, total liabilities, stockholders' equity, cash & equivalents, total debt, operating cash flow, and ca...

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_company_fundamentals",    arguments={    "ticker": "EXAMPLE"})print(result)

Direct tool call:get_company_fundamentals(ticker="MSFT", period="FY", limit=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_company_fundamentals",          "arguments": {            "ticker": "AAPL",            "limit": 3          }        }      }'

Inputs

Parameter	Type	Required	Description
`ticker`	string	required	Stock ticker symbol, e.g. AAPL, MSFT, BRK.B — or a CIK (SEC identifier), e.g. '0000320193'.
`fiscal_year`	integer	optional	Fiscal year (YYYY). Omit to return the most recent available years.
`period`	"annual" \| "quarterly"	optional	Filing period granularity. Annual uses 10-K; quarterly uses 10-Q.Default: `"annual"`
`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 for backtesting. Omit for the full dataset.
`limit`	integer	optional	Maximum number of periods to return (1–40). Defaults to 5.Default: `5`
`strict`	boolean	optional	When true, fail with LIMIT_EXCEEDED (subcode DEPTH_LIMIT_EXCEEDED) if the plan cannot satisfy the requested limit. Default false: return what's available and explain the gap in _meta.truncation.Default: `false`
`lineage_detail`	"off" \| "compact" \| "full"	optional	Per-period provenance envelope + per-metric availability/provenance sidecars. 'compact' (default) returns source_filing + source_url (the SEC Inline-XBRL viewer with every tagged fact highlighted when the filing is iXBRL, else the rendered document, else the filing index) + sec_url/document_url/inline_viewer_url + restated flag, plus lean per-metric availability + fact_id + source_filing. 'full' adds first_filed_at + accepted_at + per-metric source_url + computed inputs[]. 'off' omits all provenance.Default: `"compact"`
`response_format`	"flat" \| "envelope"	optional	Output shape. 'flat' (default) returns the legacy `metrics` object plus the additive `metrics_availability`/`metrics_provenance`/`metrics_display` sidecars — `metrics_display` holds each figure already rendered for prose ("$402.83B"), and you should quote it verbatim rather than reformatting `metrics` yourself. 'envelope' additionally attaches `metric_envelopes` — one canonical {metric,value,unit,scale,period,availability,provenance,display} object per metric. Both shapes carry the same display strings.Default: `"flat"`
`min_confidence`	number	optional	Withhold any metric whose backing fact scores below this confidence [0, 1]. The score is a PENALTY FROM EVIDENCE — every fact starts at 1.0 and is docked only for something checkable: a failed accounting identity (-0.40), a later filing that revised the number (-0.20), an unaudited filing (-0.05). It is NOT a function of age: a clean 1995 fact scores the same as a clean 2026 one. Guide: 0.95 = 'no evidence against this number' (the normal case, in every year); 0.80 = tolerate a fact a later filing revised; 0.60 = tolerate a filing whose accounting identities failed. A withheld metric is reported as availability:'suppressed' — never dropped silently, and never as 'not_reported', which would claim the company did not file it. Facts with no confidence score are withheld too (fail closed).

Output Fields

tickercompany_namecikperiodas_of_dateyears_returneddata

Example Response

Illustrative

response.jsonjson

[  {    "ticker": "AAPL",    "company_name": "Apple Inc.",    "cik": "0000320193",    "period": null,    "as_of_date": null,    "years_returned": 2024,    "data": null  }]

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.