Your research process, running on your entire universe — automaticallyYour research process, running on your entire universe — automatically. Your AI agent, now an equity research desk.
A financial data MCP server for SEC EDGAR: one connector, and the agent you already use reads SEC filings back to 1993 — Claude, ChatGPT, Cursor, Windsurf or VS Code. No new app, no migration. Every figure the tools return traces to the filing it came from. mcp.valuein.biz/mcp
Select your AI — copy the config and connect in under 30 seconds.
Claude Desktop's config file starts local servers, so the mcp-remote bridge (needs Node.js) connects it to the hosted endpoint. Settings → Developer → Edit Config opens the file; restart Claude Desktop after saving.
Tip: Drop the --header pair from args and the env block to use the free sample tier.
%APPDATA%\Claude\claude_desktop_config.json{ "mcpServers": { "valuein": { "command": "npx", "args": [ "-y", "mcp-remote", "https://mcp.valuein.biz/mcp", "--header", "Authorization:${AUTH_HEADER}" ], "env": { "AUTH_HEADER": "Bearer YOUR_TOKEN_HERE" } } }}- 120.5M+facts
- 17,000+companies
- 1993→history (Institutional)
- 128tools
- 39workflows
How it works
Point any MCP client — Claude, ChatGPT, Cursor, Windsurf — at one endpoint. One token unlocks the same intelligence everywhere: point-in-time SEC datasets, 128 tools, 39 expert procedures, and your desk's persistent state — identical in every agentic platform you connect.
Valuein MCP Server
mcp.valuein.biz
point-in-time · survivorship-free
Agent-agnostic by design: your desk lives in the protocol — not in an app.
Same facts, same tools, same state — in Claude, ChatGPT, Cursor and Windsurf. Theses, watchlists, signals, and reports persist across sessions and across clients, keyed to your token. Save a thesis in Claude; list it from Cursor; score it a quarter later from whichever AI your firm runs that day.
Monday · in Claude
save_thesis> save_thesis { ticker: "NVDA", view: "long", horizon: 90d }
✓ saved · th_8f3a
Save the call where you did the work — in the AI you already use.
Tuesday · from Cursor
list_theses> list_theses
✓ th_8f3a · NVDA · long · 90d
A different app, the same desk. State is keyed to your token, not to a chat window.
Day 90 · any client
score_thesis_outcome> score_thesis_outcome { thesis_id: "th_8f3a" }
✓ graded vs filings + price · track record updated
The desk remembers what you said a quarter ago — and grades it. Your agent keeps score.
Your desk
keyed to your token
- thesis
th_8f3a · NVDA · long - watchlist
AI infra · 12 names - signal
fundamental_change · armed - report
NVDA brief · v3
No export. No sync.
No per-seat app.
Your agent, our facts — the same desk in every AI.
One connector. 128 tools. 39 expert procedures.
Typed, tier-gated tools — not a chat wrapper. One token unlocks the identical surface in every MCP client you connect, and every time-series tool accepts an as_of_date, so the same call reconstructs what was knowable on any historical day.
Standardized fundamentals, filings, and one-click lineage.
get_company_fundamentalsget_financial_ratiosget_valuation_metricsverify_fact_lineage
Survivorship-free universes and cross-sectional screens.
screen_universeget_pit_universeget_peer_comparablesget_earnings_signals
Insider Forms 3/4/5/144 and 13F/13D/13G ownership flows.
get_insider_transactionsget_institutional_holdingsget_smart_money_flowget_top_holders
The memory layer: persists across sessions and clients.
save_thesissave_watchlistcreate_signalschedule_taskcreate_rule
Deterministic valuation and audit work, done server-side.
compute_dcfforensic_auditrun_backtest
Branded, board-ready artifacts straight from the desk.
generate_dcf_xlsxgenerate_research_brief_docxgenerate_comps_xlsx
The 39 playbooks are expert procedures your agent runs end-to-end — flagships equity_research_brief and screen_and_shortlist chain the tools into a complete, reproducible brief. See the playbooks below ↓
Start free. Scale when you need more.
Benchmark data is free — no credit card. Your Bearer token determines data scope and rate limits, enforced at the edge on every call.
Large-cap US benchmark universe, including former members · 500+ current tickers · 1993–present
60 req/min · 1,000 req/hr
Active + delisted US universe · 28,000+ entities · 15-year history (2011→present)
100 req/min · 3,000 req/hr
Two datasets: fundamentals (120.5M+ facts, 28,000+ entities, 1993–present) + smart-money (109M+ rows · 9 tables: Forms 3/4/5/144 + 13F/13D/13G)
300 req/min · 10,000 req/hr
| Tier | Data scope | Rate limit | Price |
|---|---|---|---|
BenchmarkFree | Large-cap US benchmark universe, including former members · 500+ current tickers · 1993–present | 60 req/min · 1,000 req/hr | Free |
ProPopular | Active + delisted US universe · 28,000+ entities · 15-year history (2011→present) | 100 req/min · 3,000 req/hr | $49/mo |
Institutional | Two datasets: fundamentals (120.5M+ facts, 28,000+ entities, 1993–present) + smart-money (109M+ rows · 9 tables: Forms 3/4/5/144 + 13F/13D/13G) | 300 req/min · 10,000 req/hr | $499/mo |
Benchmark tier (large-cap US benchmark universe) — free, no credit card required.
No subscription? An agent can pay per call instead — by card over Stripe, no plan. A Valuein token pays 50% less, except smart-money calls. Pay-per-call rates.
39 expert playbooks — or codify your own.
Tools return data. Playbooks return analysis. Each one is an ordered chain of typed tool calls — the exact sequence a senior analyst, quant, or PM would run — executed the same way every time. Your process, codified: same inputs, same figures, on every name you cover.
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_ratiosyour_own_procedureYouWrite the steps in the exact order your process demands. Your edge becomes a procedure your agents run identically on every name — not a one-off deck.
Run it across your whole universe — deterministically.
Point your agents at your sector, your index, or your circle of competence and run the same workflow across every name at once. Same inputs, same figures, every time — every tool figure pinned to its filing.
run_workflow
1 · get_company_fundamentals
2 · get_financial_ratios
3 · get_peer_comparables
4 · compute_dcf
The steps you chose, in the order you chose them — your process, codified.
… and every other name you cover, out of 17,000+ back to 1993
Your agent team runs the same procedure on each ticker, in one batch — no one runs it by hand twelve times.
- NVDAbrief v5 · updated Thu
- JPMbrief v2 · updated Fri
- LLYbrief v3 · updated Fri
Every run lands as a persisted, versioned report — a library, not a pile of chats.
Not “an AI opinion.” A reproducible analysis you can defend.
Keep it current — automatically.
Set an automation once. When a new 10-K, 10-Q, or 8-K changes the numbers, your team of AI agents re-runs the analysis and updates the profile — so the firm is always working from today's filings, not last quarter's.
A filing lands
A 10-K, 10-Q, or 8-K is accepted at EDGAR and ingested with its acceptance timestamp — history stays append-only.
accepted_at stampedThe rule fires
The automation you set once matches the new numbers and triggers the workflow — no one has to notice first.
create_rule · fundamental_changeYour agent team re-runs the analysis
The identical workflow executes again — same steps, same order, deterministic tools, every figure re-pinned to the new filing.
run_workflow · same stepsAn updated profile + a notice
The company profile gets a new version and an inbox item tells you what changed and which filing changed it.
report v2 · inbox: run_completedschedule_taskWhen the 10-K lands, your agents re-run the work. The firm wakes up current.
Anything that mutates state or reaches the outside world stages for your approval first — human-on-the-loop by default, an audit entry every time.
One analyst's research. Every desk's source of truth.
A research library so rigorous your credit desk can price a loan from it, your M&A team can scope a deal with it, a trader can check a risk before sizing — and your compliance team can sign off on it — because every figure from the tools traces to its filing.
Self-serve plans are one seat per person: everyone who reads the data holds a seat. A library shared across desks is licensed by contract through Enterprise.
Price a loan off the same risk read — leverage and coverage straight from the filings.
Scope a target from a valuation everyone can trace to source.
Check a company's risk before sizing a position.
Rebalance on company reads that refresh with every new filing.
Sign off with confidence — every figure from the tools traces to its filing.
One source of truth — not twelve conflicting decks.
Why 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 | ~$20K+/yr per seat | Institutional license | Per-dataset, adds up |
| MCP server for AI agents | 128 tools + 39 playbooks, streamable HTTP | — | — | — |
| Persistent agent state | Theses, signals, schedules — same state in every AI | — | — | — |
| 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 | Delisted companies 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 |
Competitor pricing reflects publicly reported list ranges, not quotes. Full side-by-side breakdowns: vs Bloomberg · vs WRDS · vs Nasdaq Data Link.
Tools return the numbers, with their receipts.
Every figure Valuein's tools return carries a fact_id that traces to its SEC filing. The agent is instructed never to state a number a tool didn't return — and a number without a fact_id didn't come from Valuein. Every numeric response ships a lineage envelope — the fact_id, the source filing, and a URL an auditor can open. The round-trip is a tool call, not a research project.
A figure lands in the answer
Your agent states Apple's FY2024 revenue. The number arrived from a tool — typed, with provenance attached — never from the model's memory.
revenue: $391,035,000,000
fact_id: "fct_0000320193_FY2024_Revenues_9e4a"One call resolves its lineage
verify_fact_lineage takes the fact_id and returns the source accession number, both filing timestamps, and whether the value was ever restated.
verify_fact_lineage({ fact_id: "fct_…9e4a" })
→ 0000320193-24-000123 · 10-K · restated: noThe exact filing, on sec.gov
The response carries a direct EDGAR URL. Compliance opens the 10-K the number came from and reads it at the source — no Valuein login required.
→ sec.gov/Archives/edgar/data/320193/…-index.htmAn auditor doesn't re-run anything. They click.
Verifiable facts
Every figure Valuein's tools return carries a fact_id traceable to the exact SEC filing it came from. A number without a fact_id didn't come from Valuein — so it stands out.
Reproducible runs
Deterministic, typed tools; a model allow-list on managed runs; point-in-time snapshots. Same inputs, same figures — research your firm can re-derive later.
Governance is shipped, not promised.
High-impact actions stage for a human's approval before they run, risk-tiered and logged to an audit trail of agent actions and approvals. Live today — not a roadmap item.
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.
No execution surface
The data surface is read-only SEC filings; the only thing your agent can write is your own research state — theses, watchlists, signals, reports. No order tools, no fund transfers, no broker access. Ever.
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.
Human-on-the-loop approvals
Read-only tools run free. Anything high-impact stages first — risk-tiered, waiting on a human's explicit approval, and recorded in an audit log.
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.
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
What is a financial data MCP server?
Is there an SEC EDGAR MCP server?
How do I add an MCP server to Claude, ChatGPT or Cursor?
How does authentication work?
What happens if my agent goes into a loop?
How fresh is the data?
Can my agent trade or move money through this MCP?
Is the data safe for backtesting?
Does the dataset include delisted companies?
Which clients does the server support?
Can I build a team of AI agents that re-analyzes companies automatically?
What does MCP-first mean?
What commercial use is allowed?
Add one connector.
Get a research floor.
Start with the free tier — real filings in under 15 seconds, no card. Pro full-universe + 15-year history at $49/mo. Institutional with smart-money data + webhooks + priority support at $499/mo per seat. One token, the same intelligence in every AI you connect.
Index names are trademarks of their owners; Valuein is not affiliated with or endorsed by any index provider.