SEC fundamentals as an MCP tool.
Connect once. Your AI agent queries 30 years of financial history — income statements, cash flows, growth metrics, filings — without hallucinating a single number. mcp.valuein.biz/mcp
Select your client — copy the config and connect in under 30 seconds.
Edit the config file, then restart Claude Desktop. Settings → Developer → Edit Config opens it directly.
Tip: Omit --headers to use the free sample tier.
%APPDATA%\Claude\claude_desktop_config.json{
"mcpServers": {
"valuein": {
"url": "https://mcp.valuein.biz/mcp",
"headers": {
"Authorization": "Bearer YOUR_TOKEN_HERE"
}
}
}
}- Financial facts
- 105M+
- Companies covered
- 18,000+
- Years of history
- 30+
- Median query latency
- <80ms
Try it live — real SEC data, no token needed.
The playground runs against the actual MCP server using guest access. Pick a tool, set your inputs, and see exactly what your agent receives.
Live MCP Playground
Running against real SEC EDGAR data — try any of 16,000+ US public companies. No sign-up required.
Hit “Run Tool Call” to see real SEC data from the MCP server.
Full universe (10K+ companies, 30+ years) unlocked with a paid token.
Get a TokenStart free. Scale when you need more.
S&P500 data is free — no credit card. Your Bearer token determines data scope and rate limits, enforced at the edge on every call.
| Tier | Data Scope | Rate Limit | Price |
|---|---|---|---|
| S&P500 | S&P500 · 500+ tickers · 1994–present | 60 req/min · 1,000 req/hr | Free |
| Pro | Active + delisted US universe · ~18,000 entities · 30-year history (1995→present) | 100 req/min · 3,000 req/hr | $49/mo |
| Institutional | Two datasets: fundamentals (~18,000 entities, 1990–present) + smart-money (Forms 3/4/5/144 + 13F/13D/13G) | 300 req/min · 10,000 req/hr | $499/mo |
S&P500 tier — free, no credit card required.
49 tools your agent can call.
Each tool is a discrete, typed action over SEC EDGAR data. Browse the summary here; follow any tool for inputs, outputs, auth scope, and example calls.
search_companiesSearch for companies by name, ticker symbol, or CIK.
get_company_fundamentalsCore financial statement data for a company: income statement, balance sheet, and cash flow metrics per fiscal period.
get_valuation_metricsMerged valuation data from fact.parquet (in-memory profitability ratios) and valuation.parquet (DCF and DDM intrinsic values).
get_financial_ratiosPipeline-computed derived financial ratios from ratio.parquet: profitability (gross margin, operating margin, net margin, ROE, ROA, ROIC), liquidity (current ratio), leverage (debt-to-equity), and cash flow (FCF margin, FCF yield).
get_sec_filing_linksRetrieve SEC EDGAR filing URLs for a company.
get_capital_allocation_profileCapital allocation breakdown per fiscal period: operating cash flow, capex, free cash flow, dividends paid, share repurchases, debt issuance, and debt repayment.
get_peer_comparablesCross-sectional peer comparison using pipeline-computed financial ratios.
get_pit_universeReturns the exact set of active companies as of a specific historical date.
get_compute_ready_streamReturns a presigned R2 URL for direct bulk Parquet access.
describe_schemaReturns the Parquet schema for all tables in the Valuein SEC data warehouse: table descriptions, column names, types, primary keys, and foreign-key references.
verify_fact_lineageVerify the provenance of a financial data point by its deterministic fact_id hash.
compare_periodsCompare a company's core financial metrics across two fiscal periods side-by-side.
screen_universeCross-sectional factor screening using pipeline-computed percentile ranks.
get_earnings_signalsTrend-based earnings expectations and surprise metrics.
search_filing_textSemantic search over SEC 10-K and 10-Q narrative sections — Risk Factors, MD&A, Business, Legal Proceedings, and Controls & Procedures.
get_insider_transactionsMCP tool: get_insider_transactions..
get_institutional_holdingsMCP tool: get_institutional_holdings..
get_manager_portfolioMCP tool: get_manager_portfolio..
get_blockholdersMCP tool: get_blockholders..
get_insider_sentimentMCP tool: get_insider_sentiment..
get_top_holdersMCP tool: get_top_holders..
get_smart_money_flowMCP tool: get_smart_money_flow..
save_thesisMCP tool: save_thesis..
list_thesesMCP tool: list_theses..
get_thesisFetch a single saved thesis by its id.
delete_thesisSoft-delete a saved thesis: status flips to `archived` (the row stays for audit / re-scoring).
score_thesis_outcomeGrade a saved thesis against fundamental momentum since its creation.
save_watchlistUpsert a named watchlist with a list of tickers.
list_watchlistsMCP tool: list_watchlists..
get_watchlistFetch a single watchlist by name.
delete_watchlistSoft-delete: status flips to `archived`.
watchlist_diffMCP tool: watchlist_diff..
create_alertMCP tool: create_alert..
list_alertsMCP tool: list_alerts..
delete_alertSoft-delete: status flips to `deleted`.
test_alertMCP tool: test_alert..
list_alert_inboxMCP tool: list_alert_inbox..
mark_inbox_readSet `read_at` on a single inbox item.
dismiss_inbox_itemSoft-delete an inbox item — sets `dismissed_at`.
create_reportMCP tool: create_report..
get_reportFetch a report by id.
list_my_reportsMCP tool: list_my_reports..
delete_reportSoft-delete a report owned by the caller: status flips to `delisted`, visibility to `private`.
compute_dcfForward discounted-cash-flow valuation: caller provides growth + WACC + terminal assumptions, returns per-share intrinsic value + 5×5 sensitivity grid.
forensic_auditMCP tool: forensic_audit..
update_reportMCP tool: update_report..
generate_dcf_xlsxRender a forward DCF result into a professional Excel workbook (Summary + 5×5 Sensitivity heatmap + Inputs sheet).
generate_research_brief_docxRender a structured research brief into a professionally-styled Word document — cover, abstract, optional snapshot table, body sections, and a citations table with clickable SEC EDGAR links.
generate_comps_xlsxRender a peer comparables table into an Excel workbook.
22 workflows, not just tools.
Tools return data. Prompts return analysis. Each prompt is a pre-wired chain of tool calls — the exact sequence a senior analyst, quant, or PM would run — that your agent invokes with a single argument.
equity_research_briefFinancial AnalystSingle-ticker end-to-end institutional research brief in markdown — fundamentals, valuation, ratios, capital allocation, peer comparison, recent catalysts, and SEC lineage. Three depth modes: 'quick' (≈3 tool calls — snapshot), 'full' (≈8 calls — default institutional brief), 'forensic' (≈11 calls — adds restatement audit + fact-level SEC verification). Renders as an artifact users can export to Word/PDF directly from Claude Desktop or claude.ai. PIT-safe via as_of_date for backtests.
search_companiesget_company_fundamentalsget_valuation_metricsget_financial_ratiosget_capital_allocation_profileget_peer_comparablesget_earnings_signalsget_sec_filing_linksverify_fact_lineagescreen_and_shortlistPortfolio ManagerPM idea-generation workflow. Builds a survivorship-free universe via index_membership.parquet, ranks it on a chosen factor objective (quality, value, growth, or balanced), QCs the top 3 with a period-over-period change check, and hands off shortlist members to equity_research_brief for full write-ups. Renders as a markdown shortlist artifact. Survivorship-free historical screening via as_of_date.
get_pit_universescreen_universecompare_periodsequity_research_briefmargin_and_moat_teardownFinancial AnalystSystematic 5-year analysis of a company's operational efficiency and competitive moat. Chains fundamentals → valuation metrics → peer comparables to produce a structured teardown covering revenue quality, margin trends, ROIC vs WACC spread, and relative positioning vs sector peers.
get_company_fundamentalsget_valuation_metricsget_financial_ratiosget_peer_comparablespeer_benchmarking_memoFinancial AnalystProduces a structured relative-value memo comparing a company to its closest peers. Chains search_companies → peer_comparables → valuation_metrics → financial_ratios to output an investment-committee-ready comparison table with ROIC, valuation multiples, and capital efficiency.
search_companiesget_peer_comparablesget_valuation_metricsget_financial_ratiosquality_and_risk_auditPortfolio ManagerEvaluates capital structure safety and dividend sustainability for portfolio risk-adjusted sizing. Chains fundamentals → capital_allocation → valuation_metrics → financial_ratios (leverage/liquidity) to produce a structured risk scorecard.
get_company_fundamentalsget_capital_allocation_profileget_valuation_metricsget_financial_ratioscapital_allocation_reviewPortfolio ManagerEvaluates management's capital allocation decisions over a multi-year period. Chains capital_allocation_profile → valuation_metrics → financial_ratios to produce a management-quality scorecard: does management create value with retained earnings?
get_capital_allocation_profileget_valuation_metricsget_financial_ratiossurvivorship_free_backtestQuant ResearcherSets up a bias-free quantitative backtest by defining the historical universe and providing Parquet URLs for bulk data access. Chains get_pit_universe → get_compute_ready_stream to produce ready-to-run Python/DuckDB code.
get_pit_universeget_compute_ready_streampit_factor_constructorQuant ResearcherGuides construction of a quantitative factor (Quality, Value, Momentum) across a sector universe using ratio.parquet data. Chains get_pit_universe → get_financial_ratios → get_compute_ready_stream to produce normalized factor scores.
get_pit_universeget_financial_ratiosget_compute_ready_streamratio_deep_diveRatio SpecialistComprehensive ratio profile for a single company spanning all 7 ratio categories (profitability, liquidity, leverage, efficiency, per_share, owner_earnings, valuation). Includes TTM and 5-year annual history with trend analysis.
get_financial_ratiossector_ratio_screenRatio SpecialistCross-sectional ratio ranking across a sector to surface the highest-quality or best-value companies. Chains get_pit_universe → get_compute_ready_stream to screen the full sector using pipeline-computed ratios.
get_pit_universeget_compute_ready_streamsmart_money_briefSmart Money (Institutional)Single-ticker smart-money brief: composite flow score, top holders (classified), 13F deltas, blockholder alerts, and insider sentiment overlay. Three depth modes: 'quick' (3 composites only), 'standard' (default, + 13F + blockholders), 'deep' (+ insider transactions + company fundamentals for fundamental context). Renders as an exportable markdown artifact. Institutional tier only.
get_smart_money_flowget_top_holdersget_insider_sentimentget_institutional_holdingsget_blockholdersget_insider_transactionsget_company_fundamentalsactivist_surveillanceSmart Money (Institutional)Event-driven surveillance for activist target / takeover candidates. Surfaces filers flipping 13G → 13D within the lookback window (the strongest activist signal in the dataset), then cross-references defensive insider activity and 8-K item 1.01 filings to check whether a corporate response is already in motion. Banker / event-driven desk workflow. Institutional tier only.
get_blockholdersget_insider_transactionsget_sec_filing_linksforensic_earnings_briefFinancial AnalystHedge-fund-grade earnings-quality red-flag brief for a single ticker. Chains forensic_audit (deterministic Beneish M + Altman Z' + Sloan accruals) → restatement diff → Risk-Factor delta to surface fraud / quality concerns. Output: structured red-flag list with citation to specific XBRL tags + 10-K accessions.
forensic_auditget_company_fundamentalsget_sec_filing_linksverify_fact_lineagesmart_money_pulsePortfolio ManagerPM digest: 13F + insider activity across the caller's watchlist. Surfaces top fund accumulators, recent insider clusters, and 13D/13G activist filings worth investigating. Institutional tier (full plan) only.
get_watchlistget_top_holdersget_insider_sentimentget_smart_money_flowmorning_briefingPortfolio ManagerDaily overnight digest: material SEC filings across the caller's watchlist since the last close. Ranks by likely impact (M-score change candidates, 8-K item types, amendment flags).
watchlist_diffget_company_fundamentalsget_sec_filing_linksearnings_pulseFinancial AnalystPre-earnings pulse for a single ticker. Pulls last 8 quarters of fundamentals + the existing get_earnings_signals trend + management-credibility cross-check (promise-vs-delivery on key segments). Output: 1-page pre-read for an analyst attending the call.
get_company_fundamentalsget_earnings_signalsget_capital_allocation_profilerestatement_radarFinancial AnalystDaily/weekly sweep for 10-K/A and 10-Q/A amendments across a watchlist (or the caller's full ticker set). Surfaces amendments that materially changed reported revenue, cash flow, or earnings — the highest-signal restatement events for a forensic analyst.
watchlist_diffget_company_fundamentalsverify_fact_lineageforensic_auditactivist_radarSmart Money (Institutional)Detect new SC 13D / 13G filings across the watchlist and pull the activist's historical playbook stats. Surfaces 13G→13D conversions (the strongest 'going active' signal). Institutional tier.
get_watchlistget_blockholdersget_manager_portfolioscreen_to_thesisQuant ResearcherEnd-to-end idea-generation pipeline: screen → forensic audit → save thesis for the top N candidates. Produces both the screening result + a saved thesis on each conviction name. Wraps existing screen_universe + forensic_audit + save_thesis.
screen_universeforensic_auditsave_thesisportfolio_health_checkPortfolio ManagerEnd-of-week diagnostic on the caller's saved theses: which are still on track (positive directional momentum) vs. broken (signals diverging from view). Runs score_thesis_outcome over the active set and produces a top-3-issues list.
list_thesesscore_thesis_outcomesector_overview_flowFinancial AnalystComprehensive sector / industry landscape brief — market dynamics, top 5–10 players, competitive structure, valuation context, and investment debate. Distinct from sector_ratio_screen (which is just a screen) and screen_and_shortlist (single-theme idea generation) — this is full sector context. Adapted from anthropics/financial-services equity-research/sector-overview.
get_pit_universescreen_universeget_peer_comparablesget_valuation_metricsdcf_build_flowFinancial AnalystDisciplined forward-DCF construction for a single ticker — pulls fundamentals, justifies each assumption against history + peers, calls compute_dcf, and renders the full per-share value + 5×5 sensitivity grid. Wraps Valuein's existing compute_dcf math tool with verify-at-each-step discipline. Adapted from anthropics/financial-services financial-analysis/dcf-model.
get_company_fundamentalsget_peer_comparablescompute_dcfgenerate_dcf_xlsxWhy not Bloomberg, WRDS, or Nasdaq Data Link?
Same SEC EDGAR source data. Radically different access model. Valuein is the only one with a native MCP surface, open-source SDK, and self-serve pricing that starts at zero.
| Dimension | Valuein | Bloomberg | WRDS / Compustat | Nasdaq Data Link |
|---|---|---|---|---|
| Starting price | Free · $49 · $499/mo | $24,000/yr per seat | $50K+/yr institutional | Per-dataset, adds up |
| MCP server for AI agents | 49 tools + 22 SOPs, streamable HTTP | — | — | — |
| Python SDK | Open source on PyPI | License-gated API | Proprietary library | Proprietary |
| Point-in-time | accepted_at on every fact | BCORP license required | Snapshot-based | Varies by dataset |
| Survivorship bias | Zero — delisteds included | Config-dependent | Compustat universe | Varies |
| Bulk Parquet export | Presigned URLs, DuckDB-ready | BSYM extract | SAS / CSV | CSV / JSON |
| Self-serve signup | Active in minutes | Sales contract | Institutional affiliation | Marketplace checkout |
Full side-by-side breakdowns: vs Bloomberg · vs WRDS · vs Nasdaq Data Link.
Built for agents, secured like infrastructure.
Financial data buyers don't ship agents against a black box. Here's exactly what the MCP surface can and can't do.
Bearer token auth, edge-validated
Every request is validated at the nearest edge. Tokens are tier-scoped and revocable in one step — no shared secrets, no long-lived API keys in client config.
Read-only by design
The MCP server exposes query tools only. Your agent cannot trade, transfer funds, or modify state — it reads public SEC filings and returns structured data. Nothing else.
No PII on the data surface
We store token hashes and tier metadata. The data your agent queries is public SEC EDGAR filings. Nothing user-identifying touches the MCP response path.
Edge-enforced rate limits
Per-token limits run at the edge (60 / 100 / 300 req/min by tier). If your agent loops, we throttle — a clean 429, not a runaway bill.
Every fact is auditable
Each value traces back to an SEC EDGAR accession number. Agents can cite primary sources; auditors can verify every number against the original 10-K or 10-Q.
Open protocol, no lock-in
Streamable HTTP MCP is a public spec. Swap clients, swap agents, self-host the reader — your token keeps working, the wire format stays the same.
Why Valuein for your financial data agent?
No hallucinated financials
Every number comes from an actual SEC filing. Not a web scrape, not a model's best guess. Apple's 2019 revenue is what Apple filed in their 2019 10-K.
Point-in-time, not point-in-hindsight
Facts are tagged with the EDGAR acceptance timestamp. Your agent never confuses what management reported in Q1 with what they restated in Q3.
The losers are still here
Enron, Lehman Brothers, and every delisted company that ever filed with the SEC is in our dataset. Full history. Zero survivorship bias.
8-Ks included
Material events — CEO changes, acquisitions, guidance cuts — captured in real time. Most datasets skip 8-Ks. We index every one.
Edge-native, low latency
Distributed edge compute. Queries execute at the edge nearest your agent — under 80ms median. No cold starts.
Standard protocol, no lock-in
Streamable HTTP MCP transport. Switch clients, change agents, upgrade your stack — the server stays the same.
Your agent can onboard itself.
The server's discovery surface is written so an MCP-capable agent can inspect the tool schema, hit the free tier, and — if it needs more scope — point its human operator at checkout. No sales call required.
Frequently asked questions
Your agent deserves real data.
Give it the SEC filing record.
Free S&P500 tier, no credit card. Pro full-universe + 30-year history at $49/mo. Institutional with smart-money data (insider + institutional ownership) + webhooks + redistribution at $499/mo.