Get Company Fundamentals

get_company_fundamentals

sample

sp500

full

Core financial statement data for a company: income statement, balance sheet, and cash flow metrics per fiscal period. Sample plan returns the most recent 3 annual periods. S&P500 and full plans unlock quarterly data and full history back to 1994.

Example Call

# Using the Valuein MCP server from Python (via MCP SDK)
# Or call directly from Claude / Cursor after setup

result = await client.call_tool(
    "get_company_fundamentals",
    arguments={
    "ticker": "EXAMPLE"
}
)
print(result)

Direct tool call:get_company_fundamentals(ticker="MSFT", period="FY", limit=5)

Inputs

Parameter	Type	Required	Description
`ticker`	string	required	Ticker symbol
`period`	string	optional	FY (annual) or Q1/Q2/Q3/Q4 (quarterly). Defaults to FY.
`limit`	integer	optional	Number of periods to return. Defaults to 10.
`as_of_date`	string	optional	YYYY-MM-DD PIT filter on knowledge_at.

Output Fields

tickercikcompany_namefiscal_yearfiscal_periodperiod_endfiling_dateknowledge_atrevenuenet_incomeeps_dilutedtotal_assetstotal_liabilitiesoperating_cash_flowcapex

Example Response

[
  {
    "ticker": "AAPL",
    "cik": "0000320193",
    "company_name": "Apple Inc.",
    "fiscal_year": 2024,
    "fiscal_period": "FY",
    "period_end": "2024-03-15",
    "filing_date": "2024-03-15",
    "knowledge_at": "2024-03-15"
  }
]

Returns 5 annual periods of Microsoft financials including revenue, net income, and EPS.

Notes

PIT-safe via knowledge_at filtering. knowledge_at = SEC acceptance timestamp — use this, not filing_date or report_date, for look-ahead-free backtests.