What inputs does get_company_fundamentals accept?

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.

Which Valuein plans include get_company_fundamentals?

Available on: sample, sp500, full. Point-in-time safe via as_of_date filtering.

MCP Tools/get_company_fundamentals

Financials

PIT-safe

Company Fundamentals

get_company_fundamentals

sample

sp500

full

Core 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 ~18,000 entity US universe (active + delisted) with 30 years of point-in-time history (1995→present). Institutional adds unlimited history back to 1990 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

No token required

Paste this in your terminal — the sample 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_flowcapex

Example 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"
  }
]