Valuein MCP Server

Search for US public companies by name, ticker symbol, CIK (SEC identifier), or SIC industry code.

Retrieve standardized SEC EDGAR fundamental financial metrics for a US public company.

Get comprehensive valuation and profitability metrics for a US public company.

Get pipeline-computed financial ratios from ratio.

Get direct links to original SEC EDGAR filings for any US public company.

Get a multi-year capital allocation breakdown for a US public company.

Get ratio-based peer comparison for a company and its closest competitors.

Use this tool to answer questions about historical index membership — e.

Returns a short-lived (15-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.

Returns the Parquet schema for all tables in the Valuein SEC data warehouse.

Use this tool when the user asks BOTH what a financial figure is AND which filing reported it — e.

Compare a company's core financial metrics across two fiscal periods side-by-side.

Rank companies by cross-sectional factor scores from factor_scores.

Reported 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 g.

End-of-day closing price for a company AS OF any calendar date.

Daily EOD bar series (OHLCV + adjusted_close) for a company over a date range.

Returns a full snapshot of valuation multiples for a company on a specific historical date — zero look-ahead bias (the 'Compustat + CRSP merge' pattern).

File product feedback to the Valuein team — a bug, feature request, experience note, or data-quality issue — directly from the agent surface.

File EXPLICIT, structured feedback about a specific artifact you (or the model) produced — a chat message, a report, a thesis, a claim, a tool call, or the schema.

Form 3 / 4 / 5 / 144 line items for a US public company.

Returns top-N institutional holders of a US public company at a specific period_end (latest by default), with aggregate institutional shares, total market value, holder count, and HHI concentration (sum of squared share-of-total percentages).

Returns 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).

Returns SC 13D / SC 13G blockholder disclosures (5%+ stakes) for a US public company.

Role-weighted insider sentiment score on a fixed [-100, +100] scale for a single issuer over a lookback window.

Classification-aware UNION across insider transactions (latest post_transaction_shares per insider), 13F institutional holdings, and SC 13D / 13G blockholder filings for one issuer.

Composite 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.

Persist a directional investment thesis (bull / bear / neutral) on a ticker.

Return the caller's saved theses, newest-first.

Fetch a single saved thesis by its id.

Soft-delete a saved thesis: status flips to `archived` (the row stays for audit / re-scoring).

Grade a saved thesis against fundamental momentum since its creation.

Find every thesis past its horizon with no outcome yet, and grade each via `score_thesis_outcome`.

Resolve a saved workflow by id and return a structured execution plan for a single ticker.

Return the PUBLIC theses + reputation aggregate for a user identified by Stripe customer_id.

Make a saved thesis discoverable by flipping its visibility: `public` (default) surfaces it on the author's /[handle] profile and counts toward their reputation aggregate; `unlisted` makes it reachable at a known direct link but keeps it off the profile.

Revert a published thesis (public or unlisted) back to `private` — removes it from the author's /[handle] profile and excludes it from the public reputation aggregate.

Persist a single falsifiable, evidence-backed CLAIM — the atomic unit of the research graph.

List the caller's saved claims, most-recent-first, with AND-composed filters and cursor pagination.

Fetch a single claim by id, plus the ids of theses it supports/refutes and its full append-only score history.

Soft-delete a claim by id.

Attach a claim to a thesis with a role: 'supports' (the claim, if true, strengthens the thesis), 'refutes' (if true, weakens it — track disconfirming evidence first-class), or 'context' (relevant but not directional).

Remove the link between a claim and a thesis.

List the claims composing a thesis, each with its role (supports/refutes/context).

Resolve a claim's outcome.

Find every auto-gradable claim that is due (assertions in open/needs_review/stale; predictions whose horizon has passed) and resolve each against fundamentals.

Return the PUBLIC claims + claim-accuracy reputation for a user identified by Stripe customer_id.

Make a saved claim discoverable by flipping its visibility: `public` (default) surfaces it on the author's /[handle] profile and counts toward their claim-accuracy reputation; `unlisted` makes it reachable at a known direct link but keeps it off the profile.

Revert a published claim (public or unlisted) back to `private` — removes it from the author's /[handle] profile and excludes it from the public claim-accuracy aggregate.

Persist a correction of a citation value.

Author-only newest-first listing of the caller's citation corrections.

Remove a user-authored citation correction by fact_id.

Upsert a named watchlist with a list of tickers.

Paginated newest-first listing of the caller's watchlists (id, name, tickers, status, counts).

Fetch a single watchlist (full ticker set + criteria) by its name, not an id (case-insensitive).

Soft-delete a watchlist by its name (not id): status flips to `archived` (still readable via list_watchlists status=all/archived).

Store or update ONE durable memory entry (key → value) for this user so context survives across sessions — preferences, prior conclusions, working context.

Recall this user's durable memory.

Return new SEC filings across the caller's watchlist tickers since a given date.

Persist an alert and register it with the firing pipeline.

Paginated newest-first listing of the caller's alerts (id, condition, channel, status, trigger_count, evaluator health).

Soft-delete an alert by its id (from create_alert/list_alerts): status flips to `deleted` and it is removed from the cron evaluator index so it stops firing.

Fire a synthetic notification through the alert's configured channel.

Newest-first listing of the caller's in-app inbox.

Set `read_at` on a single inbox item by its id (from list_alert_inbox or the alerts feed resource) — not an alert id.

Soft-delete a single inbox item by its id (from list_alert_inbox) — not an alert id; sets `dismissed_at`.

Propose an MCP tool call for human approval BEFORE running it.

List the caller's own staged actions still awaiting a human decision (status='proposed'), newest-first.

Approve a staged action by id and RUN the underlying tool call it proposed, using the caller's own current credentials — never the original proposer's.

Reject a staged action by id.

Defer a follow-up task ("re-check AAPL margin compression in 30 days") for up to ${MAX_WAKE_HORIZON_DAYS} days.

Paginated newest-first listing of the caller's own scheduled (deferred) tasks — transparency into what an agent has queued for the future.

Cancel a pending scheduled task by id (from schedule_task or list_scheduled_tasks).

Persist a trigger -> action rule and register it with the evaluator.

Paginated newest-first listing of the caller's own rules.

Delete a rule by id (from create_rule/list_rules) — removes it from both the catalog and the evaluator's scan index, so it stops firing immediately.

Dry-run a rule's condition_expr against a SYNTHETIC trigger payload — reports whether it WOULD have fired, but NEVER dispatches the action (no report generated, no team run, no message sent, no inbox write).

Read the caller's Morning Brief — a daily BYO-LLM-generated market digest covering overnight moves across the customer's own watchlists and theses, produced by the Workspace.

List the caller's own standing-agent runs, newest first — status, goal, cost, and timing for each.

Fetch full detail for one of the caller's own standing-agent runs by id (from list_agent_runs) — status, goal, tickers, cost, artifact ids, role breakdown, and any error.

Synchronously generate a research report and persist it under the caller's authorship.

Fetch the current HEAD of a report by id.

Cursor-paginated newest-first listing of the caller's own reports (owner-scoped).

Soft-delete a report owned by the caller: status flips to `delisted`, visibility to `private` — not a hard delete, the row and R2 artifact are preserved (90-day audit window).

Publish a report for FREE at `listed` or `unlisted` visibility to build your public author profile.

Revert a published report (listed or unlisted) back to `private` visibility, removing it from the public catalog.

Search the catalog of published research reports.

Forward discounted-cash-flow valuation (two-stage Gordon-growth model): caller provides growth + WACC + terminal assumptions, returns per-share intrinsic value (`value_per_share_cents`, cents USD) + 5×5 sensitivity grid.

Deterministic forensic-accounting scores for a single ticker: partial Beneish M-Score, Sloan accruals, and a solvency snapshot.

A SMALL, BOUNDED, in-Worker sanity-check backtest — NOT a full-universe backtesting engine.

Linked forward Income Statement / Balance Sheet / Cash Flow projection, seeded from the company's latest historical annual period.

Leveraged 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_.

M&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.

Replace one or more sections of an existing report owned by the caller.

Author-only newest-first listing of a report's archived version history.

Author-only fetch of a specific archived version of one of your reports, by positive-integer `version`.

Return a 15-minute presigned download URL for a report in the requested binary format.

Save free-form markdown (e.

Render a forward DCF result into a professional Excel workbook (Summary + 5×5 Sensitivity heatmap + Inputs sheet).

Render a structured research brief into a professionally-styled Word document — a cover page (title as the hero, the named analyst credited directly beneath it, a small 'Built on Valuein' credit linked to valuein.

Render a peer comparables table into an Excel workbook.

Render an LBO result into a professional Excel workbook (Summary + year-by-year Projection table + Inputs sheet).