SEC EDGAR financial data. Institutional grade.
105M+ standardized SEC facts and 30+ years of point-in-time history — through an MCP server for your agent, our new Workspace for your browser, or the Python SDK for your backtest. One Bearer token. Every channel.
Works with your existing stack
The MCP server every financial agent should be wired to.
In 2025, developers queried APIs. In 2026, AI agents query MCP servers. Add mcp.valuein.biz/mcp to Claude, Cursor, Codex, Windsurf, ChatGPT — anything speaking the protocol — and every tool call returns SEC-filed data, point-in-time accurate.
Calling Valuein MCP…
One-line connection
Add mcp.valuein.biz/mcp to any MCP-compatible client. Claude Desktop, Cursor, Codex CLI, Windsurf, custom agents — that's the entire integration.
57 tools · 22 SOPs
Fundamentals, ratios, peer comps, smart-money flow, screening, forensic audit, DCF compute, document generation — across 12 categories.
Token-scoped, edge-enforced
Bearer auth with tiered permissions. Free S&P500 tier. Pro for the 18,000-entity universe. Institutional adds redistribution + webhooks.
Edge-computed queries
Distributed Cloudflare edge — queries run milliseconds from the data, no server round-trips. <80ms median, <450ms P99.
Try it live — real MCP calls, no signup
Try it live
● Sample tier · no tokenReal SEC data, one click away.
These are real MCP tool calls running against mcp.valuein.biz — no signup, no key.
Want the full universe?
Open the MCP playgroundPick a query on the left to call the MCP server. Real response will appear here.
Plug it into Claude Desktop · Cursor · Codex CLI · Windsurf
Drop the Valuein block into your config — same pattern in Cursor, Codex CLI, Windsurf, and any MCP-compatible client.
{
"mcpServers": {
"valuein": {
"url": "https://mcp.valuein.biz/mcp",
"headers": {
"Authorization": "Bearer YOUR_VALUEIN_TOKEN"
}
}
}
}The research Workspace for analysts who think with AI.
Same MCP, our chrome. Bring your own Anthropic or OpenAI key — sealed in a 24h cookie, zero retention — and ship theses, alerts, and shareable reports from one tab. Free tier opens it up to the S&P500 universe; Pro widens to the full 18,000.
Running flagship equity_research_brief SOP…
BYO-LLM Chat
Bring your own Anthropic or OpenAI key, sealed in a 24h httpOnly cookie. Zero retention. Wired to all 57 MCP tools.
22 agentic SOPs
One-click flagship workflows — equity research brief, capital allocation, smart-money screen, forensic audit, peer comps.
Theses + Watchlists
Save directional bets with conviction + horizon. Group up to 500 tickers per watchlist. Auto-graded against forward returns.
Reports + Public Profile
Tiptap editor with autosave + version history. Publish to /r/[slug]. Claim @handle, build a reputation score from graded theses.
The Python SDK quants reach for at scale.
When you need to crunch millions of rows out-of-core, pip install valuein-sdk and let DuckDB stream R2 Parquet locally. 39 prebuilt SQL templates, point-in-time enforcement baked in, no API round-trips per row.
# pip install valuein-sdk
# Token required for every tier except Sample.
# echo 'VALUEIN_API_KEY="your_token"' >> .env
from valuein_sdk import ValueinClient, ValueinError
try:
with ValueinClient() as client:
try:
# Build & run a raw SQL query
sql = "SELECT COUNT(cik) FROM entity"
result = client.run_query(sql)
print(result)
# Or use a prebuilt SQL template with params
df = client.run_template(
"fundamentals_by_ticker",
ticker="AAPL",
)
print(df)
except ValueinError as ve:
print(f"Query failed: {ve}")
except Exception as e:
print(f"Initialization failed: {e}")- Native DuckDB + Parquet: 105M facts query locally in milliseconds
- Point-in-time accepted_at timestamps on every row
- Full universe — 18,000+ tickers including all delisted entities
- From pip install to DataFrame in under 60 seconds
SEC fundamentals. As reported. As they happened.
We don't restate. We don't adjust. Every number is exactly what the company filed with the SEC, timestamped to the moment it became public knowledge. Your backtest sees what the market saw — nothing more, nothing less.
Point-in-Time. Not point-in-hindsight.
Every fact is recorded with its EDGAR acceptance timestamp. Query any date and get exactly what was public knowledge at that moment. No look-ahead bias. No restated surprises. Your 2022 backtest will never accidentally see 2024 amendments.
The dead companies are still here.
Enron. Lehman Brothers. Every delisted, merged, and bankrupt entity that ever filed with the SEC is in our dataset. Your model trains on the full universe — not just the winners that survived.
Don't wait for the quarter.
8-K current reports capture material events as they happen — CEO departures, acquisitions, unexpected write-downs. Most datasets skip these. We parse every one, giving event-driven models a latency advantage over quarterly-only feeds.
Dot-com. Financial crisis. COVID. All of it.
105M+ facts across 12M+ filings dating back to 1994. Deep enough to train ML models across multiple full market cycles and stress-test strategies against every regime shift in modern financial history.
Built for
AI Agents & Copilots
Every MCP-compatible client — Claude, Cursor, Codex, Windsurf — gets institutional-grade SEC data with one connection. No SDK. No CSV. Just tool calls.
Financial Analysts
The Workspace (beta) ships BYO-LLM chat, theses, watchlists, alerts, and shareable reports wired to 57 SEC tools. No terminal required.
Quantitative Researchers
Factor models, backtests, signal research. DuckDB + R2 Parquet locally. PIT eliminates look-ahead bias at the source.
Portfolio Managers
Screen fundamentals, track earnings quality, run forensic audits, and stress-test valuations across thousands of companies.
Token-scoped access. Edge-enforced.
Every request is authenticated at the edge. Your token determines data scope and rate limits — checked on every call, the same across MCP, Workspace, and SDK.
| Tier | Data Scope | Rate Limit | Price |
|---|---|---|---|
| S&P500 | S&P500 · 500+ tickers · 1994–present | 60 req/min · 1,000 req/hr | Free |
| Pro | Active + delisted US universe · ~18,000 entities · 30-year history (1995→present) | 100 req/min · 3,000 req/hr | $49/mo |
| Institutional | Two datasets: fundamentals (~18,000 entities, 1990–present) + smart-money (Forms 3/4/5/144 + 13F/13D/13G) | 300 req/min · 10,000 req/hr | $499/mo |
S&P500 tier — free, no credit card required.
One token. Three ways in.
Connect Claude or Cursor in 30 seconds — or try the new Workspace in your browser. Free S&P500 tier includes full 1994–present history. No credit card required.