SEC fundamentals as an MCP tool.
Connect once. Your AI agent queries 30 years of financial history — income statements, cash flows, growth metrics, filings — without hallucinating a single number. mcp.valuein.biz/mcp
Select your client — copy the config and connect in under 30 seconds.
Open Claude Desktop → Settings → Developer → Edit Config
{
"mcpServers": {
"valuein": {
"url": "https://mcp.valuein.biz/mcp",
"headers": {
"Authorization": "Bearer YOUR_TOKEN_HERE"
}
}
}
}What your agent can do with this data.
Real financial research queries — the kind that used to require a Bloomberg terminal, a data science team, or hours of manual work. One tool call each.
5-year revenue CAGR screen: find compounders before consensus does.
Most analysts look at last quarter. Compounders are found by looking at the slope of the last five years — before the multiple re-rates. One MCP call gives your agent CAGR, year-over-year deltas, and the exact filing dates so it knows which data points are fresh vs. stale.
tool: get-growth-metrics{
"tool": "get-growth-metrics",
"input": {
"ticker": "NVDA",
"metrics": ["revenue", "net_income", "eps"],
"periods": 5
}
}{
"ticker": "NVDA",
"cagr_5y": {
"revenue": 1.621, // 162% compound
"net_income": 2.087, // 208% compound
"eps": 2.041
},
"yoy": {
"revenue": {
"2024": 1.221, // +122% YoY
"2023": 0.661,
"2022": -0.002
}
},
"latest_filing": "2025-02-26",
"point_in_time": true
}Free cash flow yield screen: what the income statement doesn't tell you.
Net income can be managed. Free cash flow cannot be faked as easily — it comes from the cash flow statement, not accounting estimates. This query pulls operating CF, capex, and shares outstanding so your agent can compute FCF per share and yield without hallucinating the inputs.
tool: get-financials{
"tool": "get-financials",
"input": {
"ticker": "AAPL",
"statement": "cash_flow",
"period": "annual",
"start_year": 2020
}
}{
"ticker": "AAPL",
"period": "FY2024",
"filing_date": "2024-11-01",
"operating_cash_flow": 118254000000,
"capital_expenditures": -9447000000,
"free_cash_flow": 108807000000,
"shares_diluted": 15443022000,
"fcf_per_share": 7.05,
"point_in_time": true,
"form_type": "10-K"
}Cross-company debt stress test: who survives a rate shock?
When rates move, leverage matters. This call surfaces debt-to-equity, interest coverage, and net debt for an entire peer group in one shot — with the exact filing dates your agent needs to know whether the data reflects pre-hike or post-hike balance sheets.
tool: compare-companies{
"tool": "compare-companies",
"input": {
"tickers": ["JPM", "BAC", "C", "WFC", "GS"],
"metrics": [
"total_debt",
"total_equity",
"interest_expense",
"operating_income"
],
"period": "annual",
"year": 2024
}
}{
"period": "FY2024",
"data": {
"JPM": {
"total_debt": 728000000000,
"total_equity": 340000000000,
"interest_expense": 93000000000,
"operating_income": 102000000000,
"interest_coverage": 1.10
},
"BAC": {
"total_debt": 527000000000,
"total_equity": 293000000000,
"interest_coverage": 0.96
},
"GS": { "interest_coverage": 1.23 },
"C": { "interest_coverage": 0.84 },
"WFC": { "interest_coverage": 1.18 }
}
}Earnings quality signal: the accruals ratio that warned before Wirecard.
High accruals relative to assets is one of the oldest forensic accounting signals. It means net income is outrunning cash generation — which is either growth (good) or accounting (bad). Pull the numbers filed with the SEC and let your agent compute the signal without trusting a vendor's normalized view.
tool: get-financials{
"tool": "get-financials",
"input": {
"ticker": "TSLA",
"statement": "income",
"period": "annual",
"start_year": 2021
}
}{
"ticker": "TSLA",
"period": "FY2024",
"net_income": 7092000000,
"operating_cf": 14923000000,
"total_assets_avg": 98432000000,
"accruals": -7831000000,
"accruals_ratio": -0.0796,
"signal": "negative_accruals_bullish",
"note": "Cash earnings exceed reported income — quality positive",
"filing_date": "2025-01-29",
"point_in_time": true
}8-K material event feed: what happened before the stock moved.
8-K filings capture material events — CEO exits, acquisitions, guidance changes, FDA decisions — the moment they're filed with the SEC. Most datasets ignore 8-Ks entirely. We index every one. Your event-driven agent can query by ticker, date range, or filing type and get back structured metadata.
tool: search-filings{
"tool": "search-filings",
"input": {
"ticker": "NVDA",
"form_type": "8-K",
"start_date": "2024-01-01",
"end_date": "2024-12-31",
"limit": 5
}
}{
"filings": [
{
"ticker": "NVDA",
"form_type": "8-K",
"filing_date": "2024-11-20",
"accepted_at": "2024-11-20T16:01:44Z",
"items": ["Item 2.02", "Item 9.01"],
"description": "Results of Operations",
"accession": "0001045810-24-000316"
},
{
"ticker": "NVDA",
"form_type": "8-K",
"filing_date": "2024-05-22",
"items": ["Item 2.02"],
"description": "Results of Operations — Q1 FY2025"
}
],
"total": 5,
"ticker": "NVDA"
}Try it yourself.
Pick a tool, set your inputs, and see exactly what your agent will receive.
Interactive MCP Playground
Select a tool, set inputs, and see what your agent will see.
Run a tool call to see the response here.
Free tier is scoped to S&P500 companies. Sign up to unlock the full universe.
Get API KeyToken-scoped access. Edge-enforced.
Every request requires a Bearer token. Your token determines data scope and rate limits — checked at the Cloudflare edge on every call, not in a central server.
| Tier | Data Scope | Rate Limit | Price |
|---|---|---|---|
| S&P500 | S&P500 · 500+ tickers · 1994–present | 10,000 / day | Free |
| Institutional | Full universe · 12,000+ tickers incl. delisted · 1994–present | Unlimited | $200/mo |
| Custom | Custom · Negotiated universe · redistribution license | Unlimited + SLA | Contact sales |
S&P500 tier — free, no credit card required.
Why Valuein for your financial data agent?
No hallucinated financials
Every number comes from an actual SEC filing. Not a web scrape, not a model's best guess. Apple's 2019 revenue is what Apple filed in their 2019 10-K.
Point-in-time, not point-in-hindsight
Facts are tagged with the EDGAR acceptance timestamp. Your agent never confuses what management reported in Q1 with what they restated in Q3.
The losers are still here
Enron, Lehman Brothers, and every delisted company that ever filed with the SEC is in our dataset. Full history. Zero survivorship bias.
8-Ks included
Material events — CEO changes, acquisitions, guidance cuts — captured in real time. Most datasets skip 8-Ks. We index every one.
Edge-native, low latency
DuckDB WASM on Cloudflare Workers. Queries execute at the edge nearest your agent — under 80ms median. No cold starts.
Standard protocol, no lock-in
Streamable HTTP MCP transport. Switch clients, change agents, upgrade your stack — the server stays the same.
Your agent deserves real data.
Give it the SEC filing record.
Free S&P500 tier, no credit card. Institutional full-universe at $200/mo. Connect in 30 seconds.