Point-in-time, survivorship-free SEC EDGAR fundamentals + smart-money signals for AI agents.
Connect Remote server
claude mcp add --transport http mcp https://mcp.valuein.biz/mcp{
"mcpServers": {
"mcp": {
"url": "https://mcp.valuein.biz/mcp"
}
}
}{
"servers": {
"mcp": {
"type": "http",
"url": "https://mcp.valuein.biz/mcp"
}
}
}Settings > Connectors > Add custom connector
URL: https://mcp.valuein.biz/mcpTools 52 found in our last check
search_companiesSearch for US public companies by name, ticker symbol, CIK (SEC identifier), or SIC industry code. Returns ticker, company name, sector, industry, exchange, and current S&P 500 membership status. Use this tool to resolve a company name to ticker/CIK before calling `get_company_f…
get_company_fundamentalsRetrieve standardized SEC EDGAR fundamental financial metrics for a US public company. Returns revenue, gross profit, operating income, net income, EPS (diluted), total assets, total liabilities, stockholders' equity, cash & equivalents, total debt, operating cash flow, and capi…
get_valuation_metricsGet the profitability, cash-flow and leverage metrics of a US public company, plus two parameter-free reference points. No price-based multiple is published, so none is returned and you must never compute one; if the user needs a price, ask for it and label it user-supplied. Thi…
get_financial_ratiosFinancial ratios Valuein precomputes from each company's SEC filings. A bare call returns the 2 most recent periods and every category except growth and rank (both large); pass `categories` (e.g. ["growth","rank"]) to get them and `limit` (up to 20) for more periods. Served cate…
get_sec_filing_linksGet direct links to original SEC EDGAR filings for any US public company. Returns four per-filing deep links: `sec_url` (the EDGAR filing-index page listing every document), `viewer_url` (the cgi-bin Financial-Report viewer for the specific accession), `inline_viewer_url` (the S…
list_filing_formsWhich SEC form types each of up to 200 companies filed in the last N months (default 24), as a count per form, in ONE call. Use it to offer only forms a company set actually files (10-K, 10-Q, 20-F, 40-F, 6-K, 8-K, DEF 14A, ...). Amendments count toward their base form (10-K/A i…
latest_filingsThe newest SEC filing per company per form, for up to 50 companies in ONE call: ticker, cik, form (as filed, `10-Q/A` when an amendment is the newest), accession and SEC `accepted_at`. Pass base forms (`10-K`, `10-Q`, `8-K`, `20-F`, `40-F`); amendments count toward their base fo…
list_filing_sectionsTable of contents of a 10-K / 10-Q / 8-K (or 10-K/A, 10-Q/A, 8-K/A) so an agent can read the filing's WORDS: returns the form, filing/period/acceptance dates, the primary-document URL, and every section found with its `key`, `title`, `char_count` and a short `first_line`. 10-K k…
read_filing_sectionRead one section of a 10-K / 10-Q / 8-K (or amendment) as plain text: MD&A (10-K `7`, 10-Q `I-2`), Risk Factors (`1A`, `II-1A`), Legal Proceedings, Controls, a financial-statement note (`note-3`), an 8-K Item (`2.02`, `5.02`) or its press-release exhibit (`ex-99.1`), or the whol…
find_in_filingFind a statement, note, heading or phrase inside a 10-K / 10-Q / 8-K (or amendment; an 8-K's EX-99 exhibits included) and get where to read it, like grep over the filing: 'Consolidated Balance Sheets', 'goodwill impairment', 'Note 7', 'Risk Factors'. Searches the same text read_…
get_capital_allocation_profileGet a multi-year capital allocation breakdown for a US public company. Shows how management deploys cash across all six categories — capex, R&D, M&A, dividends, buybacks, and debt — plus pre-computed deployment ratios (% of operating cash flow) and over-distribution flags. Use t…
get_peer_comparablesGet ratio-based peer comparison for a company and its closest competitors by SIC industry code. Returns pipeline-computed ratios from up to 10 peers alongside the subject company for direct benchmarking. Ratio categories: profitability, liquidity, leverage, efficiency, per_share…
get_pit_universeHistorical index membership, survivorship-free: who was in an index on `as_of_date` (companies that existed and belonged on that exact date, including ones delisted since; no hindsight). Use it INSTEAD OF `search_companies` for any past date ("Was X in the S&P 500 on Y?"); `sear…
get_compute_ready_streamReturns a short-lived (5-min) download URL for a bulk Parquet object that can be piped directly into Python/DuckDB/Polars for high-throughput computation that exceeds the MCP context window. The URL streams the object straight from Valuein storage and supports HTTP range reads,…
describe_schemaDescribes the Valuein SEC data warehouse. With no arguments it lists every table with a one-line description and its column count; pass `table` (e.g. 'fact') for that table's columns, types, primary keys and foreign-key references. Use this tool to understand the data model befo…
list_sopsList Valuein's expert research playbooks — the step-by-step procedures a senior equity analyst follows, each encoding the exact tool sequence, parallel-wave grouping, and output structure for one task (research brief, screen and shortlist, forensic quality audit, capital-allocat…
get_sopLoad one expert research playbook by name (discover names with `list_sops`). Returns the full procedure: the ordered tool sequence, which calls to group into parallel waves, the provenance and citation rules, and the exact output structure. Supply the playbook's arguments (e.g.…
verify_fact_lineageWhich verifier: one fact_id → verify_fact_lineage; a list of fact_ids or derived_ids → verify_facts; a number with no id → match_derived; a number quoted from filing text or insider/13F rows → verify_filing_figures; every number in a saved report → verify_report_figures; figures…
verify_factsWhich verifier: one fact_id → verify_fact_lineage; a list of fact_ids or derived_ids → verify_facts; a number with no id → match_derived; a number quoted from filing text or insider/13F rows → verify_filing_figures; every number in a saved report → verify_report_figures; figures…
match_derivedWhich verifier: one fact_id → verify_fact_lineage; a list of fact_ids or derived_ids → verify_facts; a number with no id → match_derived; a number quoted from filing text or insider/13F rows → verify_filing_figures; every number in a saved report → verify_report_figures; figures…
verify_filing_figuresWhich verifier: one fact_id → verify_fact_lineage; a list of fact_ids or derived_ids → verify_facts; a number with no id → match_derived; a number quoted from filing text or insider/13F rows → verify_filing_figures; every number in a saved report → verify_report_figures; figures…
compare_periodsCompare a company's core financial metrics across two fiscal periods side-by-side. Shows absolute and percentage changes with significance classification (minor < 5%, notable 5–15%, significant > 15%). The response includes a `material_changes` count: this is the number of metri…
screen_universeRank companies by cross-sectional factor scores from factor_scores.parquet. Returns the underlying factors (roe, gross_margin, operating_margin, net_profit_margin, revenue_growth_yoy, fcf_to_assets, debt_to_equity, asset_turnover, current_ratio, piotroski_f_score) plus their per…
get_earnings_signalsReported earnings results and a model-derived earnings-trend signal for a company, by fiscal period: actual reported EPS, a trailing-trend EPS estimate (`eps_trend_est`), the deviation of actual vs that trend (`eps_surprise_pct`), reported revenue, and year-over-year revenue gro…
list_restatementsList financial-statement restatements — facts a later SEC filing materially changed from what was originally reported. Each event carries the as-reported value, the restated value, the signed delta, a severity bucket, the RAW XBRL tag both filings used (the diff is same-tag, so…
explain_restatementWhy did a restating filing change a number? Reads the RESTATING filing itself (the `current_accession` of a `list_restatements` event) and returns the sentence in which the company states the cause, with the section it sits in. `cause` is `error` (an error correction), `merger`…
submit_feedbackFile product feedback to the Valuein team — a bug, feature request, experience note, or data-quality issue — directly from the agent surface. Plan: every plan, including no sign-in (no token required), so an agent can report a rough edge in-band without the human leaving the con…
submit_artifact_feedbackFile EXPLICIT, structured feedback about a specific artifact you (or the model) produced — a chat message, a report, a tool call, or the schema. Never quote or paste the person's research (report text, notes, uploaded documents, watchlists, agent memory, or figures from their re…
get_insider_transactionsForm 3 / 4 / 5 / 144 line items for a US public company. Returns each transaction (or initial holding / proposed sale) with the insider's name, role, transaction code, share count, price, and notional. Filters by lookback window, transaction code (P=purchase, S=sale, A=grant, M=…
get_institutional_holdingsReturns top-N institutional holders of a US public company at a specific period_end (by default the latest period whose 45-day 13F filing window has closed), with aggregate institutional shares, total market value, holder count, and HHI concentration (sum of squared share-of-tot…
get_manager_portfolioReturns a 13F filer's full portfolio at a specific period_end (latest by default), with QoQ deltas vs the prior quarter (new / increased / decreased / exited / unchanged). Specify the filer either by filer_cik (preferred) or filer_name (fuzzy match against entity.name; multiple…
get_blockholdersReturns SC 13D / SC 13G blockholder disclosures (5%+ stakes) for a US public company. Each row carries percent_owned, sole/shared voting + dispositive split, schedule_type, and the first-class ``going_active`` flag — TRUE when the same filer flipped 13G → 13D within the lookback…
get_insider_sentimentRole-weighted insider sentiment score on a fixed [-100, +100] scale for a single issuer over a lookback window. Role weights: CEO/CFO = 3.0 (via officer_title pattern), other NEO Officer = 2.0, 10%-Owner = 1.5, Director = 1.0. P = +1, S = -1; option exercises, grants, and tax wi…
get_top_holdersClassification-aware UNION across insider transactions (latest post_transaction_shares per insider), 13F institutional holdings, and SC 13D / 13G blockholder filings for one issuer. Each row carries holder_class ∈ {insider, institutional, blockholder_13D, blockholder_13G}. Dedup…
get_smart_money_flowComposite flow score on [-100, +100] aggregating insider transactions, 13F institutional Δ-shares vs the prior quarter, and SC 13D/13G blockholder changes over a lookback window. Each component normalised independently, then combined with configurable weights (default: instituti…
get_reportFetch the current HEAD of a report by id. `format=markdown` returns the rendered body, `format=json` returns the full structured payload (sections + citations + report-type-specific data), `format=preview` returns abstract-only. Authors see any of their own reports; non-authors…
search_reportsSearch the catalog of published research reports. All listings are free to read. Filters: free-text (matches title + abstract), ticker, report_type. Sort: `newest` (default) or `oldest`. Tier-gated: callers only see reports their plan tier can read.
compute_dcfForward discounted-cash-flow valuation (two-stage Gordon-growth model) under YOUR assumptions: you give stage-1 growth, WACC, terminal growth and horizon; it returns the per-share intrinsic value (`value_per_share_cents`, cents of `result.reporting_currency`, never converted) an…
forensic_auditDeterministic forensic-accounting scores for a single ticker: partial Beneish M-Score, Sloan accruals, and a solvency snapshot. Returns a red-flag narrative ranked by severity, with citations to source filings. Used by the `forensic_earnings_brief` SOP. Note: full Beneish needs…
get_pit_valuation_ratiosPoint-in-time trailing-twelve-month (TTM) financials for a company on a historical date, safe for backtesting: every figure comes from SEC filings accepted on or before `as_of_date`, so no later information leaks in. TTM sums the four most recent standalone quarters (or uses the…
run_backtestA SMALL, BOUNDED, in-Worker sanity-check backtest — NOT a full-universe backtesting engine. Answers a quick question like 'does this factor actually work on these 5 names over the last year' inline, mid-conversation, without leaving MCP. Composes two existing tools (`get_pit_uni…
project_three_statementLinked forward Income Statement / Balance Sheet / Cash Flow projection, seeded from the company's latest historical annual period. The balance sheet ties out (assets == liabilities + equity) EVERY projected year by algebraic construction — each year's `tie_out_ok` field is a liv…
compute_lboLeveraged buyout returns analysis: caller provides entry/exit multiples, leverage, and a hold period; the tool builds a Day-1 pro-forma opening balance sheet from the deal's own sources & uses (cash-free, debt-free convention — entry_debt = leverage_multiple x EBITDA, sponsor_eq…
compute_accretion_dilutionM&A accretion/dilution: the standard sell-side/banker quick-screen for whether a proposed acquisition adds to (accretive) or subtracts from (dilutive) the acquirer's EPS in the first pro-forma year. Pulls net income + shares outstanding for both companies. A share price is never…
compute_price_multiplesMarket cap, P/E, P/B, P/S, EV/EBITDA, EV/revenue and dividend yield on a share price YOU supply (1 to 25 per call), joined to point-in-time SEC EDGAR filings. A share price is never a Valuein figure: pass one only when the user gave it to you, or a tool the user connected return…
list_report_versionsAuthor-only newest-first listing of a report's archived version history. Each entry summarises what changed (sections edited, etc.) so the workspace UI can render a clickable history without loading every artifact. Pair with `get_report_version` to fetch a specific version's con…
get_report_versionAuthor-only fetch of a specific archived version of one of your reports, by positive-integer `version`. Returns metadata + the full payload (sections, citations, structured, markdown) — enough to render a diff against the current HEAD in the workspace editor. Use after `list_rep…
render_reportReturn a 15-minute presigned download URL for a report in the requested binary format. `format=md` presigns the cached markdown — instant, no compute. `format=docx` and `format=pdf` return the SAME branded research-note design in the two media: a masthead-first page 1 (Valuein l…
generate_dcf_xlsxRender a forward DCF result into a professional Excel workbook (Summary + 5×5 Sensitivity heatmap + Inputs sheet). Native conditional formatting — no chart images needed. Returns a 15-minute presigned R2 download URL. SERVER-TRUST: the DCF is re-derived in-Worker from the suppli…
generate_research_brief_docxRender a structured research brief into a professionally-styled Word document — a branded masthead-first page (Valuein letterhead: brand rule, wordmark, 'EQUITY RESEARCH' kicker + date, then the ticker eyebrow, the title as hero, and the named analyst's byline), the body (abstra…
generate_comps_xlsxRender a peer comparables table into an Excel workbook. The Comps sheet is formatted as a named Excel Table (`ValueinPeerComps`) so the user gets one-click Insert Chart on any column — the cleanest workaround for not embedding chart objects server-side. Subject-row highlight mak…
generate_lbo_xlsxRender an LBO result into a professional Excel workbook (Summary + year-by-year Projection table + Inputs sheet). Returns a 15-minute presigned R2 download URL. SERVER-TRUST: the deal is re-derived in-Worker from the supplied `lbo_result.inputs_echo` (the math is pure + determin…
Details
| Endpoint | https://mcp.valuein.biz/mcp (Streamable HTTP) |
| First published | 12 Nov 2026 |
| Last updated | 12 Nov 2026 |
| Registry name | biz.valuein/mcp |
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