MCP Tools Reference
The Model Context Protocol (MCP) lets AI agents like Claude and Cursor call structured tools that return real financial data. Valuein's MCP server exposes 11 tools over 105M+ SEC EDGAR facts — point-in-time accurate, plan-gated, and production-ready.
https://mcp.valuein.biz/mcpQuick Setup
Add Valuein to your AI client in under 60 seconds. Swap YOUR_TOKEN for your token from the pricing page. The sample tier is always free.
Claude Desktop — claude_desktop_config.json
{
"mcpServers": {
"valuein": {
"command": "npx",
"args": ["-y", "@valuein/mcp"],
"env": {
"VALUEIN_TOKEN": "YOUR_TOKEN"
}
}
}
}macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
Cursor / Streamable HTTP — mcp.json
{
"mcpServers": {
"valuein": {
"url": "https://mcp.valuein.biz/mcp",
"headers": {
"Authorization": "Bearer YOUR_TOKEN"
}
}
}
}Cursor: ~/.cursor/mcp.json or project-level .cursor/mcp.json
Tools
search_companiesSearch Companies
Search for companies by name, ticker symbol, or CIK.
get_sec_filing_linksGet SEC Filing Links
Retrieve SEC EDGAR filing URLs for a company.
get_company_fundamentalsGet Company Fundamentals
Core financial statement data for a company: income statement, balance sheet, and cash flow metrics per fiscal period.
get_financial_ratiosGet Financial Ratios
Pipeline-computed derived financial ratios from ratio.
get_valuation_metricsGet Valuation Metrics
Merged valuation data from fact.
get_capital_allocation_profileGet Capital Allocation Profile
Capital allocation breakdown per fiscal period: operating cash flow, capex, free cash flow, dividends paid, share repurchases, debt issuance, and debt repayment.
get_pit_universeGet Point-in-Time Universe
Returns the exact set of active companies as of a specific historical date.
get_peer_comparablesGet Peer Comparables
Cross-sectional peer comparison using pipeline-computed financial ratios.
get_compute_ready_streamGet Compute-Ready Stream
Returns a presigned R2 URL for direct bulk Parquet access.
get_earnings_signalsGet Earnings Signals
Trend-based earnings expectations and surprise metrics.
screen_universeScreen Universe
Cross-sectional factor screening using pipeline-computed percentile ranks.
Plan Access Matrix
Tools are gated by your plan tier. Higher plans unlock all lower-tier tools.
| Tool | Category | sample | sp500 | full | PIT-safe |
|---|---|---|---|---|---|
| search_companies | Discovery | ✓ | ✓ | ✓ | — |
| get_sec_filing_links | Discovery | ✓ | ✓ | ✓ | ✓ |
| get_company_fundamentals | Financials | ✓ | ✓ | ✓ | ✓ |
| get_financial_ratios | Financials | — | ✓ | ✓ | — |
| get_valuation_metrics | Valuation | — | ✓ | ✓ | ✓ |
| get_capital_allocation_profile | Financials | — | ✓ | ✓ | ✓ |
| get_pit_universe | Universe | — | ✓ | ✓ | ✓ |
| get_peer_comparables | Analysis | — | ✓ | ✓ | — |
| get_compute_ready_stream | Bulk Access | ✓ | ✓ | ✓ | — |
| get_earnings_signals | Signals | ✓ | ✓ | ✓ | ✓ |
| screen_universe | Screening | — | ✓ | ✓ | — |
Get started with MCP
The sample tier is free — no credit card. Get a token and start querying SEC financial data from Claude or Cursor today.