FinancialMD

Connect Remote server

claude mcp add --transport http financial-md https://mcp.financial.md/mcp --header "X-FMD-Api-Key: <X_FMD_API_KEY>"

{
  "mcpServers": {
    "financial-md": {
      "url": "https://mcp.financial.md/mcp",
      "headers": {
        "X-FMD-Api-Key": "<X_FMD_API_KEY>"
      }
    }
  }
}

{
  "servers": {
    "financial-md": {
      "type": "http",
      "url": "https://mcp.financial.md/mcp",
      "headers": {
        "X-FMD-Api-Key": "<X_FMD_API_KEY>"
      }
    }
  }
}

Settings > Connectors > Add custom connector
URL: https://mcp.financial.md/mcp

Replace the values in angle brackets with your own. Keys stay on your machine; we never see them.

Tools 51 found in our last check

• company_lookup

  Resolve a ticker, CIK, FinancialMD id or company name to the company FinancialMD covers, so later calls can use a stable identifier. Identifiers (ticker:AAPL, cik:320193, fmd_...) resolve directly and return the profile with meta.company showing what matched; a free-text name se…

• company_profile

  Return the profile of one company: legal name, FinancialMD id, CIK, listings (ticker, exchange, currency), sector and industry, the statement template it is standardized with (for example industrial, bank, insurer), its fiscal year end, and the list of datasets available (which…

• financials_standardized

  Return one standardized statement (income statement, balance sheet, cash flow, or the supplemental statement with share counts and per-share figures) for a company, mapped to the FinancialMD concept template so line items are comparable across companies. Choose annual, quarterly…

• financials_as_reported

  Return a statement exactly as the filer presented it: the company's own line-item labels, XBRL taxonomy and tags, dimensions, and the values with proof. Use it when the standardized template hides a detail you need (an unusual line, a segment axis, a footnote-level item) or when…

• metrics_list

  List the standardized concepts (metrics) available for a company's template, with display order, statement, label, unit and the formula for derived concepts (for example free_cash_flow = cash_from_operations - capital_expenditure). Use it to learn the exact concept ids before ca…

• ratios

  Return the ratios FinancialMD computes from a company's standardized facts: gross, operating, net and free cash flow margins, revenue growth year over year, return on equity and on assets, asset turnover, current ratio, debt to equity, interest coverage, basic and diluted EPS; f…

• ratios_daily

  Return one ratio as a series, most recent first. For a valuation ratio (market_cap, enterprise_value, pe_ttm, ps_ttm, pb, ev_ebitda_ttm, ev_ebit_ttm, fcf_yield, dividend_yield) there is one point per trading session: the IEX close of that day times the standardized facts known t…

• filings_list

  List a company's filings newest first: accession number, form type (10-K, 10-Q, 8-K, 20-F, 40-F, 6-K and others), filing date, acceptance time, period end, fiscal year and period, the primary document and its SEC URL, and the filing it amends. Filter by form; as_of limits the li…

• filing_get

  Return one filing by its SEC accession number: registry, form, period end, fiscal year and period, filing date and acceptance time, the primary document name and its SEC source URL, and the accession it amends (for 10-K/A and 10-Q/A). The document itself is not returned (it can…

• filing_facts

  Return every fact one filing tagged that maps to a FinancialMD concept, across all statements in one call: income statement, balance sheet, cash flow and supplemental (share counts, per-share figures), each in display order with the newest period first. Each fact is a value obje…

• screen

  Screen every covered company on its latest period: range filters on metrics, a sort and paging, all applied on the server over the whole universe. A metric is a standardized concept id (from metrics_list, for example income_statement_total_revenues) or a ratio id (gross_margin,…

• proof_get

  Return the full proof behind a value: the proof itself (filing accession, form and filing date, XBRL taxonomy, tag and dimensions, source URL, page and anchor), the kind (std for a standardized value, ar for a raw as-reported fact), the value object, the concept it maps to, the…

• verify_value

  Check a number you have (from a model, a news story, a spreadsheet or memory) against what the company filed. Give the company, the concept (a concept_id or fiscal alias from metrics_list, for example revenue or net_income), the period (fiscal_year plus fiscal_period, or a perio…

• changes_since

  List facts whose knowledge interval opened since a timestamp: new periods from fresh filings and restatements of earlier periods. Each item has the company, the concept_id, the version number (1 for a first report, higher for a restatement) and the new value object with its peri…

• snapshot_as_of

  One call that returns the income statement, balance sheet and cash flow statement of a company exactly as FinancialMD knew them on a date: no later restatements, no periods filed afterwards. This is the tool for point-in-time work: backtests, "what did an investor know on the da…

• compare_versions

  For one fiscal period of a company, compare every line item as first reported (the original filing) with its current value (after any restatement, reclassification or correction in later filings), with the proofs of both versions so each can be traced to its filing. The result l…

• insider_transactions

  List the transactions a company's officers, directors and ten percent owners reported on SEC Forms 3, 4 and 5, newest first: transaction date, the owner and their relationship and title, the security, the SEC transaction code as filed (P purchase, S sale, A grant, M exercise, F…

• institutional_holders

  List the investment managers that reported a position in a company on SEC Form 13F for one quarter, largest reported value first: the manager, shares, market value as the manager reported it, the same manager's shares one quarter earlier, the change, whether the position is new,…

• institutional_holdings

  Read the portfolio an investment manager reported on SEC Form 13F for one quarter, largest reported value first: issuer and class as the manager wrote them, the company the security resolves to when an SEC filing ties them together (null otherwise, never guessed), shares, market…

• stock_prices

  Daily open, high, low, close and volume of one listing of a company, newest session first, built from trades executed at IEX only. IEX is a single exchange with a small share of US volume: this is not the consolidated tape, close is the last IEX trade of the session and not the…

• dividends

  Return a company's cash dividends per share as its SEC filings state them, newest first: amount (on the basis of the day declared, not split-adjusted), declaration, record, ex-dividend and payment dates, each null when the filing does not state it, with how each was captured (xb…

• fund_profile

  Return a fund's type from its latest Form N-CEN (ETF, index, money market, interval, fund of funds...), closed-end fees and tracking difference where filed, and every share class with its prospectus fee table (expense ratio, management fee, 12b-1, waivers) as fractions of net as…

• company_kpis

  Return the metrics a company reports in its own earnings releases and reports: adjusted (non-GAAP) measures such as adjusted EBITDA or adjusted EPS, and operating KPIs such as segment or product sales. Each value carries the filer's row label, confidence (high: printed identical…

• company_estimates

  Return FinancialMD's own forward estimates for a company: the next four quarters and two fiscal years of revenue, operating income, net income, diluted EPS and free cash flow, each a point with an 80 percent interval, computed from the company's SEC filings by the published meth…

• corporate_actions

  Return a company's stock splits (as reported in XBRL, with whether IEX prices across the ex-date confirm the ratio) and its dividends per share declared or paid in each fiscal period, as filed. A dividend row is a per-period total, not one payment, and has no ex-date. Every valu…

• events_calendar

  Return earnings-release dates for one company or every company: confirmed dates are when an 8-K with Item 2.02 (results of operations) was accepted, with session bmo, dmh or amc; predicted dates are a model (the release a year earlier plus 364 days), labelled "expected (model)".…

• company_events

  Return the 8-K filings of a company, newest first, each with the items the filer selected (2.02 results, 5.02 officer changes, 1.01 agreements, 2.01 acquisitions, 4.02 non-reliance...) classified by event_type, with a headline and an importance from 1 to 5 (importance_min 4 keep…

• segments

  Return a company's segment facts as the filer tagged them (business segments, geographies, products) from the SEC Financial Statement Data Sets: tag, member, dims and value with the filing as proof. Members are never renamed or mapped across companies; eliminations appear under…

• insider_holders

  Return what each director and officer owned after their latest reported transaction (shares_owned_after on Forms 4 and 5), per security and direct or indirect ownership, largest first: the later of the balance after their latest transaction and their latest holding line (a Form…

• fund_holders

  Return the mutual funds and ETFs (Form N-PORT series) holding a company in their latest report, largest position first: value in USD, shares, percent of the fund's net assets (a fraction), report month end, with the filing as proof. Complements institutional_holders (13F manager…

• fund_holdings

  Return one fund's Form N-PORT portfolio: give a series id (S000002277) or a fund name, which is searched first. Positions are largest first with value in USD, balance, percent of net assets and the company when the CUSIP maps to one; data.periods lists other report months. Filin…

• identifiers

  Return a company's CIK, LEI and FIGI identifiers with their evidence: LEI accepted only when Form N-PORT filers agree and GLEIF has the record; FIGI from OpenFIGI by ticker (public domain). Metadata call: free on every tier. Use it to join FinancialMD data to another system by C…

• company_logo

  Return the image that identifies a company and where it came from. kind wikimedia_commons: a logo file from Wikimedia Commons, taken only when it is public domain or under a verified open licence, with its author, licence, source page and the attribution line to show. kind gener…

• filing_document

  Return where a filing's documents are: the primary document on EDGAR, the filing index, the full submission text, the inline XBRL viewer, a FinancialMD URL that serves the primary HTML document, and URLs for the same document as a PDF with selectable text and as page images. for…

• identifier_xref

  Given one identifier (ticker, SEC CIK, LEI, FIGI, SEC fund series or class id, FinancialMD id, or a CUSIP or ISIN you already hold), return the company or fund it names and the other open identifiers we hold for it, each with its source and licence. A CUSIP or ISIN is matched on…

• fund_nav

  Return what a fund's SEC filings state about its value: net assets at each Form N-PORT report month, each share class's monthly total return as reported, our own return index compounded from those months (base 100, not a NAV per share), and for closed-end funds the NAV per share…

• price_returns

  Return a company's price return, total return and maximum drawdown over standard windows (1m, 3m, 6m, ytd, 1y, 3y, 5y, max), computed by us from end-of-day bars built from trades at IEX only and from the splits and dividends in the company's SEC filings. Each value lists the bar…

• company_research

  Return the AI-written report on a company (business, segments, financial trajectory, capital allocation, and risks taken from the filing's own risk factors) or, with artefact "bull_bear", its bull and bear cases. The text is written by a model from FinancialMD's standardized fac…

• filing_summary

  Return the AI-written summary of one 10-K, 10-Q, 8-K or 20-F: its key points, financial highlights and the risks or events it reports. The text is written by a model from FinancialMD's standardized facts and the company's own SEC filings only: no outside research, no news, no pr…

• news

  Return the newest 8-K filings across all companies (or one), each with its items, event types (earnings, acquisition_disposition, leadership_change, restatement, bankruptcy, agreement...), a headline and an importance from 1 to 5. Use importance_min 4 for top stories (earnings,…

• filing_search

  Keyword search across the text of EDGAR documents filed since 2001 (10-K, 10-Q, 8-K and their exhibits, proxies, S-1s...) through SEC EDGAR full-text search. Put a phrase in double quotes. Returns documents, best match first, each with its form, filing date, the companies on it…

• coverage

  Say whether FinancialMD serves a dataset, and if not, why and what to use instead. Call it before searching for data that may not be here: Street consensus estimates, consensus EPS and revenue estimates, analyst ratings, price targets, earnings call transcripts and audio, real-t…

• event_feed

  Return FinancialMD's own company events, newest first, across all companies or one. Built only from SEC filings as EDGAR accepts them: 8-K and 6-K (earnings, restatements, officer changes, M&A, bankruptcy...), Schedule 13D and 13G stakes, Rule 425 merger communications, late-fil…

• issuer_releases

  Return releases companies publish about themselves, newest first: press releases and earnings releases filed as SEC exhibits (source edgar; read the text with call_material), and the headline, link and time from issuers' own investor-relations feeds (source issuer_site; no artic…

• call_materials

  List what a company itself filed with the SEC around its earnings calls: earnings releases, prepared remarks, shareholder letters, presentations and any call transcript the issuer chose to file (8-K exhibit 99, Rule 425). Each document has its kind, fiscal period, whether it has…

• call_material

  Return one issuer-filed document (from call_materials or issuer_releases) as ordered passages: section (prepared_remarks, qa, safe_harbor...), speaker, role, whether the speaker is company or analyst, topic tags and character offsets into the filed text. Filter with topic "guida…

• calls_calendar

  Return conference calls as issuers announce them in their own SEC filings, soonest first: the date, the time as the issuer stated it, the fiscal period, the issuer's own webcast page when the filing gives one, and the sentence that announces the call. Link and metadata only: no…

• politician_trades

  Return the stock and other securities trades members of the U.S. House reported in periodic transaction reports, newest filing first. Each row has the filer's own words under as_filed (owner, asset, type, dates, amount range), the official report at source_url, and FinancialMD's…

• fund_letters

  Return fund shareholder letters and performance discussions found inside SEC N-CSR and N-CSRS filings, newest first: the fund, the manager, the period, the link to the document on EDGAR, where the section is and its hash, the returns the letter states for the fund, and the compa…

• request_data

  Tell FinancialMD about data you needed and did not find: a dataset or field we lack, a company we do not cover, an analysis you had to do by hand, or an answer that looked wrong. Use it when no other tool serves what you need. Send kind and one or two sentences in want; why, com…

• request_status

  The status of a data request sent with request_data: new (received), triaged (reviewed), planned, done (with the endpoint or tool that now serves it) or wontfix (with a note, for example data that only licensed feeds carry). Pass the request_id request_data returned. Use it to f…

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