Valuein — SEC EDGAR Fundamentals & Smart-Money Data MCP Server
by
valuein
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Valuein — SEC EDGAR Fundamentals & Smart-Money Data is answering right now. Last checked 7 min ago. It exposes 22 tools. Last commit 1 Nov 2026.
Point-in-time, survivorship-free SEC EDGAR fundamentals + smart-money signals for AI agents.
Uptime history
91 days of history · worst day 88%
91 days agonow
100.0%
Uptime 24h
273 of 273 checks
22
Tools
read from the server
234 ms
Response time
average over 24h
4
Stars
last commit 1 Nov 2026
What changed 461
Every tool that appeared, vanished or quietly changed what it asks for. Recorded since 8 August 2026. No other catalogue keeps this.
2 Nov
a tool changed version3 times that day
1 Nov
a tool changed version9 times that day
31 Oct
a tool changed version12 times that day
30 Oct
a tool changed version9 times that day
29 Oct
a tool changed version39 times that day
28 Oct
a tool changed version9 times that day
27 Oct
6 tool descriptions were rewritten
get_company_fundamentals, get_financial_ratios, get_peer_comparables and 3 more
27 Oct
a tool changed version6 times that day
27 Oct
a tool changed the parameters it asks for
get_pit_universe
23 Oct
a tool changed version18 times that day
and 446 more, back to 8 August 2026
Tools have disappeared from this server
A tool that vanishes takes a piece of your agent with it, and the change arrives silently. Watch this server and every such change lands in your inbox.
Connect this server
Endpoint below is the one we actually reach during checks — not the one copied from a README. Last verified 7 min ago.
run in your terminal
claude mcp add mcp-sec-edgar --transport http https://mcp.valuein.biz/mcpSettings → Connectors → Add custom connector, then paste this address
https://mcp.valuein.biz/mcp~/.codex/config.toml
[mcp_servers.mcp-sec-edgar]
url = "https://mcp.valuein.biz/mcp".cursor/mcp.json
{
"mcpServers": {
"mcp-sec-edgar": {
"url": "https://mcp.valuein.biz/mcp"
}
}
}.vscode/mcp.json
{
"servers": {
"mcp-sec-edgar": {
"type": "http",
"url": "https://mcp.valuein.biz/mcp"
}
}
}This server publishes 2 more addresses. The block above uses the one we reach during checks; the full list is under Endpoints below, and the author may intend a particular one for your client.
Available tools 22
Read directly from the server with tools/list, grouped by what they act on.
If a tool disappears, we record the date.
compute
compute_accretion_dilution
Returns whether a proposed acquisition raises or lowers the acquirer's earnings per share in the first year after the deal, with deal value, new shares and debt, pro forma net income, shares and EPS, and the takeover premium, from both companies' latest annual 10-K figures and month-end closing prices. Use this when the user asks whether a deal would be accretive or dilutive at an offer price, cash and stock mix and synergies they choose. It covers one year only: synergy ramp, integration costs and purchase accounting are not modelled.
compute_dcf
Returns a two-stage discounted cash flow value per share in US cents, with enterprise and equity value, the terminal value's share and a 5 by 5 sensitivity grid over discount rate and terminal growth, built from the company's latest free cash flow, net debt and share count and the growth and discount rates given. Use this when the user asks what a company could be worth under stated assumptions. A null value means the inputs leave the model undefined, and the reason field says why.
compute_lbo
Returns the sponsor's multiple of invested capital and internal rate of return for a leveraged buyout, with entry and exit enterprise value, debt, equity and a yearly projection, on an opening balance sheet built from the deal terms and the company's latest annual 10-K operating figures. Use this when the user asks what a buyout could return under stated purchase and exit multiples, leverage and hold period. EBITDA is approximated by operating income unless an entry figure is given, and a null rate means no rate fits the cash flows.
verify
verify_fact_lineage
Returns one reported figure with its source: company, concept, value, unit, period, form type, filing date, accession number and links to the filing on SEC EDGAR. Use this when the user asks which filing reported a number, by fact_id from an earlier result or by concept for the latest value. A figure from a specific period is traced by the fact_id `get_company_fundamentals` returns for it, and many fact_ids at once by `verify_facts`.
verify_facts
Returns, for up to 50 fact_ids in one call, each figure's source filing or a not-found code and message, plus counts of requested, found and missing. Use this when the user wants a list of cited figures checked against SEC filings. Duplicate pairs are checked once, and a lookup by concept rather than fact_id comes from `verify_fact_lineage`.
capital
get_capital_allocation_profile
Returns, for each fiscal year from annual 10-K filings, operating cash flow, capital expenditures, free cash flow, R&D, acquisitions and divestitures, dividends, buybacks, debt issued and repaid, each use as a share of operating cash flow, and flags such as buybacks or total payouts exceeding free cash flow. Use this when the user asks where a company's cash goes or whether its payouts exceed its free cash flow.
companies
search_companies
Returns companies matching a name, ticker, CIK or SIC code, with CIK, ticker, name, sector, industry, exchange, listing status and current S&P 500 membership. Use this when the user names a company and other tools need its ticker or CIK, or asks for current S&P 500 members. It covers current and former large-cap US companies; membership on a past date comes from `get_pit_universe`.
company
get_company_fundamentals
Returns reported figures from a company's 10-K or 10-Q filings by period: revenue, gross profit, operating income, net income, diluted EPS, total assets, liabilities, equity, cash, short-term investments, debt, operating cash flow, capital expenditures and shares outstanding, each tied to its source filing. Use this when the user asks what a company reported. It covers current and former large-cap US companies over the most recent five fiscal years; margins and multiples come from `get_valuation_metrics`.
compare
compare_periods
Returns a company's reported figures for two fiscal periods side by side, with each figure's absolute and percentage change, a significance label (minor under 5%, notable 5 to 15%, significant over 15%) and a count of material changes. Use this when the user asks how a company changed between two years or quarters. Periods given in reverse order are swapped and the result says so.
describe
describe_schema
Returns the definitions of the dataset's tables: each table's description and its columns. Use this when the user asks what a field in another result means or which fields the data holds.
earnings
get_earnings_signals
Returns, by fiscal period, reported EPS and revenue, revenue growth year over year, a trend EPS estimate built from the company's own past EPS and the gap between actual and trend, plus 1, 3, 6 and 12-month price momentum and the 52-week high and low. Use this when the user asks about a company's earnings trajectory or price momentum. The trend estimate is not analyst consensus, so the gap is not a beat or miss against forecasts.
financial
get_financial_ratios
Returns a company's computed ratios by period, annual and trailing twelve months, in groups: profitability, liquidity, leverage, efficiency, per share, owner earnings, forensic, growth, sector rank and valuation, each with value, unit and a reason when missing. Use this when the user asks for a company's ratios or how they changed over time. It covers current and former large-cap US companies over the most recent five fiscal years; ranking against other companies comes from `screen_universe`.
forensic
forensic_audit
Returns forensic accounting scores from a company's two latest annual filings: a partial Beneish M-score (sales growth, total accruals and leverage growth), Sloan accruals, debt to equity, debt to assets and return on assets, and plain-language red flags, with the source filing. Use this when the user asks about earnings quality or accounting risk. The M-score is partial because some of its inputs are not in the dataset, and the result marks it so.
peer
get_peer_comparables
Returns a company's latest ratios beside those of up to 10 peers from the same SIC industry, closest code match first and S&P 500 members preferred, using trailing twelve months where available. Use this when the user asks how a company compares with its competitors. It covers current and former large-cap US companies, so peers come from that set.
pit
get_pit_universe
Returns the companies in the S&P 500, a Russell index or a sector on a given date, including members that later left or delisted, with CIK, ticker, name, sector, industry and a confidence label, plus the full member count. Use this when the user asks who was in an index on a past date or whether a company was a member then. It covers current and former large-cap US companies, and a long list arrives in pages of at most 250 rows.
price
get_price_history
Returns a company's month-end closing prices over a date range, oldest first, one bar per completed month with the unadjusted close in USD, dividend cash, split factor and a total-return index; open, high, low and volume are empty. Use this when the user asks how a stock's price or total return moved over months or years. Closes are not split-adjusted, so the return between two dates is the ratio of their total-return index values minus one.
project
project_three_statement
Returns a linked income statement, balance sheet and cash flow for each projected year, seeded from the company's latest annual 10-K figures, with a yearly check that the balance sheet balances and the free cash flow stream. Use this when the user wants to see how a company's statements could develop under growth, margin, financing and payout assumptions they choose. Margins and capital spending stay at the latest year's share of revenue unless overridden; interest and tax rates are the user's assumptions.
restatements
list_restatements
Returns restatement events: reported figures that a later SEC filing changed by more than 0.5%, each with the original and restated values, the change, a severity, the XBRL tag, both filings' accession numbers and how it was disclosed (non-reliance 8-K, amended filing, or a routine filing). Use this when the user asks whether or how a company's past numbers were revised. A revision in a routine filing describes the filing record, not the company's intent.
screen
screen_universe
Returns companies ranked by factor scores: return on equity, gross, operating and net margin, revenue growth, free cash flow to assets, debt to equity, asset turnover, current ratio and Piotroski F-score, each with a percentile rank from 0 (worst) to 1 (best), plus a composite rank. Use this when the user wants companies ranked or filtered by quality or growth, or where one company ranks. It covers current and former large-cap US companies; one company's ratios over time come from `get_financial_ratios`.
sec
get_sec_filing_links
Returns a company's SEC filings, newest first, each with form type, filing and report dates, accession number and links to the EDGAR index page, the filing document and the inline XBRL viewer. Use this when the user wants the original 10-K, 10-Q, 8-K, 20-F or 40-F filings behind the numbers. Filings cover the most recent five fiscal years; to trace one figure to its filing, `verify_fact_lineage` fits.
stock
get_stock_price
Returns one of a company's month-end closing prices: the unadjusted close in USD on the last trading day of the latest completed month on or before a date, with the dividend and split factors and a total-return index. Use this when the user asks what a stock traded at around a date. The month in progress is not included; a run of month-ends comes from `get_price_history`.
valuation
get_valuation_metrics
Returns, by fiscal period, margins, return on equity, assets and invested capital, free cash flow and its margin, debt to equity, market multiples at period end (price, market cap, P/E, P/B, EV/EBITDA, dividend yield) and two assumption-free reference values, the Graham number and net current asset value per share. Use this when the user asks what a company trades at or how profitable it is. An intrinsic value under stated assumptions comes from `compute_dcf`.
Tools removed
Tools this server used to expose. Anything built against them stopped working on the day they went.
create_alert
removed 7 Aug 2026
delete_alert
removed 7 Aug 2026
list_alert_inbox
removed 7 Aug 2026
list_alerts
removed 7 Aug 2026
test_alert
removed 7 Aug 2026
approve_staged_action
removed 30 Sep 2026
cancel_scheduled_task
removed 30 Sep 2026
create_report
removed 30 Sep 2026
create_rule
removed 30 Sep 2026
create_signal
removed 30 Sep 2026
delete_agent
removed 30 Sep 2026
delete_agent_memory
removed 30 Sep 2026
delete_citation_override
removed 30 Sep 2026
delete_claim
removed 30 Sep 2026
delete_report
removed 30 Sep 2026
delete_rule
removed 30 Sep 2026
delete_signal
removed 30 Sep 2026
delete_thesis
removed 30 Sep 2026
delete_uploaded_document
removed 30 Sep 2026
delete_watchlist
removed 30 Sep 2026
dismiss_inbox_item
removed 30 Sep 2026
generate_comps_xlsx
removed 30 Sep 2026
generate_dcf_xlsx
removed 30 Sep 2026
generate_lbo_xlsx
removed 30 Sep 2026
generate_research_brief_docx
removed 30 Sep 2026
get_agent
removed 30 Sep 2026
get_agent_memory
removed 30 Sep 2026
get_agent_run
removed 30 Sep 2026
get_blockholders
removed 30 Sep 2026
get_claim
removed 30 Sep 2026
get_compute_ready_stream
removed 30 Sep 2026
get_insider_sentiment
removed 30 Sep 2026
get_insider_transactions
removed 30 Sep 2026
get_institutional_holdings
removed 30 Sep 2026
get_manager_portfolio
removed 30 Sep 2026
get_morning_brief
removed 30 Sep 2026
get_pit_valuation_ratios
removed 30 Sep 2026
get_report
removed 30 Sep 2026
get_report_version
removed 30 Sep 2026
get_research_file
removed 30 Sep 2026
get_smart_money_flow
removed 30 Sep 2026
get_sop
removed 30 Sep 2026
get_thesis
removed 30 Sep 2026
get_top_holders
removed 30 Sep 2026
get_uploaded_document
removed 30 Sep 2026
get_watchlist
removed 30 Sep 2026
link_claim_to_thesis
removed 30 Sep 2026
list_agent_runs
removed 30 Sep 2026
list_agents
removed 30 Sep 2026
list_citation_overrides
removed 30 Sep 2026
list_claims
removed 30 Sep 2026
list_claims_for_thesis
removed 30 Sep 2026
list_figure_reviews
removed 30 Sep 2026
list_my_reports
removed 30 Sep 2026
list_pending_approvals
removed 30 Sep 2026
list_public_claims_by_user
removed 30 Sep 2026
list_public_theses_by_user
removed 30 Sep 2026
list_report_versions
removed 30 Sep 2026
list_rules
removed 30 Sep 2026
list_scheduled_tasks
removed 30 Sep 2026
list_signal_inbox
removed 30 Sep 2026
list_signals
removed 30 Sep 2026
list_sops
removed 30 Sep 2026
list_theses
removed 30 Sep 2026
list_uploaded_documents
removed 30 Sep 2026
list_watchlists
removed 30 Sep 2026
mark_inbox_read
removed 30 Sep 2026
publish_claim
removed 30 Sep 2026
publish_report
removed 30 Sep 2026
publish_thesis
removed 30 Sep 2026
reject_staged_action
removed 30 Sep 2026
render_report
removed 30 Sep 2026
restore_deleted
removed 30 Sep 2026
run_agent
removed 30 Sep 2026
run_backtest
removed 30 Sep 2026
run_workflow
removed 30 Sep 2026
save_agent
removed 30 Sep 2026
save_citation_override
removed 30 Sep 2026
save_claim
removed 30 Sep 2026
save_figure_review
removed 30 Sep 2026
save_freeform_report
removed 30 Sep 2026
save_thesis
removed 30 Sep 2026
save_watchlist
removed 30 Sep 2026
schedule_task
removed 30 Sep 2026
score_claim
removed 30 Sep 2026
score_due_claims
removed 30 Sep 2026
score_due_theses
removed 30 Sep 2026
score_thesis_outcome
removed 30 Sep 2026
search_reports
removed 30 Sep 2026
set_agent_memory
removed 30 Sep 2026
sign_off_report
removed 30 Sep 2026
stage_action
removed 30 Sep 2026
submit_artifact_feedback
removed 30 Sep 2026
submit_feedback
removed 30 Sep 2026
test_rule
removed 30 Sep 2026
test_signal
removed 30 Sep 2026
unlink_claim_from_thesis
removed 30 Sep 2026
unpublish_claim
removed 30 Sep 2026
unpublish_report
removed 30 Sep 2026
unpublish_thesis
removed 30 Sep 2026
update_report
removed 30 Sep 2026
watchlist_diff
removed 30 Sep 2026
Endpoints
| URL | Transport | State | Latency | Checked |
|---|---|---|---|---|
| https://mcp.valuein.biz/mcp | streamable-http | answering | 182 ms | 7 min ago |
| https://mcp.valuein.biz/chatgpt/mcp | streamable-http | answering | 224 ms | 8 min ago |
| https://mcp.valuein.biz/claude/mcp | streamable-http | answering | 213 ms | 8 min ago |
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Valuein — SEC EDGAR Fundamentals & Smart-Money Data — questions
Answers built from our own checks of this server.
What can Valuein — SEC EDGAR Fundamentals & Smart-Money Data do?
It exposes 22 tools, read directly from the server on our last check. Among them: compare_periods, compute_accretion_dilution, compute_dcf, compute_lbo, describe_schema, forensic_audit and 16 more. The full list with descriptions is on this page — we take it from the server itself via tools/list, not from a README.
How MCP servers expose tools in the first place →
What is Valuein — SEC EDGAR Fundamentals & Smart-Money Data mostly used for?
Its tools cluster around compute and verify. That is what this server is built to work with — the grouping comes from the actual tool names, not from a category we assigned.
Is Valuein — SEC EDGAR Fundamentals & Smart-Money Data working right now?
We send a real MCP handshake every 15 minutes. Over the last 24 hours 273 of 273 checks got a reply (100.0%), average response time 234 ms. The bar chart above shows every period we have measured.
Did Valuein — SEC EDGAR Fundamentals & Smart-Money Data ever remove tools?
Yes. create_alert, delete_alert, list_alert_inbox, list_alerts and 98 more are no longer exposed — we recorded the date each one disappeared. A tool vanishing usually means a breaking change for anything that depended on it.
How do I connect Valuein — SEC EDGAR Fundamentals & Smart-Money Data?
Copy the ready config from this page. We generate it for Claude Code, Claude Desktop, Codex, Cursor and VS Code, each in the form that client actually reads. It is a remote server, so there is nothing to install — the client connects to the address.
Does Valuein — SEC EDGAR Fundamentals & Smart-Money Data need an API key?
No. Valuein — SEC EDGAR Fundamentals & Smart-Money Data completed a full MCP handshake with us as an anonymous client and listed its tools without asking for anything. All 22 of them are readable on this page. This is what we observed, not what the docs claim.
How fast is Valuein — SEC EDGAR Fundamentals & Smart-Money Data?
It answers our handshake in 234 ms on average, which is faster than 60% of all working MCP servers we measure. The comparison comes from our own checks across the whole registry, every 15 minutes.
Is Valuein — SEC EDGAR Fundamentals & Smart-Money Data open source?
The code is open source: it is published under the Apache-2.0 licence, written in Python and 4 stars on GitHub. The licence covers the code in the repository, not the hosted service at mcp.valuein.biz, which runs on its operator's own terms.