valuein.biz
Institutional-grade SEC financial data for AI agents — in one line of config.
Quick Start
# Connect this server (installs CLI if needed)
npx -y smithery mcp add valuein/mcp-sec-edgar
# Browse available tools
npx -y smithery tool list valuein/mcp-sec-edgar
# Get full schema for a tool
npx -y smithery tool get valuein/mcp-sec-edgar search_companies
# Call a tool
npx -y smithery tool call valuein/mcp-sec-edgar search_companies '{}'Direct MCP Connection
Endpoint: https://valuein-mcp.run.tools
Tools (15)
search_companies— Search for US public companies by name, ticker symbol, CIK (SEC identifier), or SIC industry code. Returns ticker, comp…get_company_fundamentals— Retrieve standardized SEC EDGAR fundamental financial metrics for a US public company. Returns revenue, net income, EPS…get_valuation_metrics— Get comprehensive valuation and profitability metrics for a US public company. Returns per-period data combining comput…get_financial_ratios— Get pipeline-computed financial ratios from the ratio table. Covers 7 categories: profitability (margins, ROE, ROA, ROI…get_sec_filing_links— Get direct links to original SEC EDGAR filings (10-K, 10-Q, 8-K, 20-F, etc.) for any US public company. Returns both th…get_capital_allocation_profile— Get a multi-year capital allocation breakdown for a US public company. Shows how management deploys free cash flow acro…get_peer_comparables— Get ratio-based peer comparison for a company and its closest competitors. Peers are selected by matching 2-digit SIC i…get_pit_universe— Get a survivorship-free universe of companies valid on a specific historical date. Critical for bias-free quantitative …get_compute_ready_stream— Get a pre-signed Cloudflare R2 URL for direct Parquet file access. Use this when the query requires bulk data that exce…describe_schema— Returns the Parquet schema for all tables in the Valuein SEC data warehouse. Includes table descriptions, column names,…verify_fact_lineage— Verify the provenance of a financial data point by its deterministic fact_id hash. Returns the full lineage chain: enti…compare_periods— Compare a company's core financial metrics across two fiscal periods side-by-side. Shows absolute and percentage change…screen_universe— Rank companies by cross-sectional factor scores (ROE, margins, Piotroski, etc). Returns percentile ranks where 1.0 = be…get_earnings_signals— Trend-based earnings expectations and surprise metrics. EPS trend is the trailing 4-quarter average; surprise_pct shows…search_filing_text— Semantic search over SEC 10-K and 10-Q narrative sections — Risk Factors, MD&A, Business, Legal Proceedings, and Contro…
# Get full input/output schema for a tool
npx -y smithery tool get valuein/mcp-sec-edgar Prompts (8)
margin_and_moat_teardown(ticker) — Systematic 5-year analysis of a company's operational efficiency and competitive moat. Chains fundamentals → valuation …peer_benchmarking_memo(ticker) — Produces a structured relative-value memo comparing a company to its closest peers. Chains search_companies → peer_comp…survivorship_free_backtest(start_date, end_date, index, sector) — Sets up a bias-free quantitative backtest by defining the historical universe and providing Parquet URLs for bulk data …pit_factor_constructor(factor_type, sector, as_of_date) — Guides construction of a quantitative factor (Quality, Value, Momentum) across a sector universe using ratio.parquet da…quality_and_risk_audit(ticker) — Evaluates capital structure safety and dividend sustainability for portfolio risk-adjusted sizing. Chains fundamentals …capital_allocation_review(ticker, lookback_years) — Evaluates management's capital allocation decisions over a multi-year period. Chains capital_allocation_profile → valua…ratio_deep_dive(ticker) — Comprehensive ratio profile for a single company spanning all 7 ratio categories (profitability, liquidity, leverage, e…sector_ratio_screen(sector, screen_type, as_of_date) — Cross-sectional ratio ranking across a sector to surface the highest-quality or best-value companies. Chains get_pit_un…