Guides

Step-by-step tutorials — build a DCF, screen on factors, or wire an agent to live SEC data.

beginner

Building a Financial Agent with MCP

Configure Claude or Cursor to query SEC data via the Valuein MCP Server. Write prompts that generate investment research, screen for opportunities, and analyze risk.

MCP ServerClaudeCursor

8 minRead guide

Guides — Point-in-Time SEC Data Tutorials | Valuein