io.github.valuein/mcp-sec-edgar

up checked 2026-11-11T12:38:39.387Z

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Publisher-provided title

Valuein — SEC EDGAR Fundamentals & Smart-Money Data

Publisher-provided description

Point-in-time, survivorship-free SEC EDGAR fundamentals + smart-money signals for AI agents.

Summary by lookupd

Queries SEC EDGAR fundamentals, filings, insider trades, restatements and ratios for US public companies, with point-in-time index data.

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http sec-edgar https://mcp.valuein.biz/mcp

Codex, remote (streamable-http)

codex mcp add sec-edgar --url https://mcp.valuein.biz/mcp

Cursor, remote (streamable-http) → .cursor/mcp.json

{
  "mcpServers": {
    "sec-edgar": {
      "url": "https://mcp.valuein.biz/mcp"
    }
  }
}

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (showing 30 of 110)

Publisher-provided text

• search_companies Search for US public companies by name, ticker symbol, CIK (SEC identifier), or SIC industry code. Returns ticker, company name, sector, industry, exchange, and
• get_company_fundamentals Retrieve standardized SEC EDGAR fundamental financial metrics for a US public company. Returns revenue, gross profit, operating income, net income, EPS (diluted
• get_valuation_metrics Get the profitability, cash-flow and leverage metrics of a US public company, plus two parameter-free reference points. No price-based multiple is published, so
• get_financial_ratios Get pipeline-computed financial ratios from ratio.parquet. Served categories: profitability (margins, ROE, ROA, ROIC), liquidity (current ratio, quick ratio), l
• get_sec_filing_links Get direct links to original SEC EDGAR filings for any US public company. Returns four per-filing deep links: `sec_url` (the EDGAR filing-index page listing eve
• list_filing_forms Which SEC form types each of up to 200 companies filed in the last N months (default 24), as a count per form, in ONE call. Use it to offer only forms a company
• latest_filings The newest SEC filing per company per form, for up to 50 companies in ONE call: ticker, cik, form (as filed, `10-Q/A` when an amendment is the newest), accessio
• list_filing_sections Table of contents of a 10-K / 10-Q / 8-K (or 10-K/A, 10-Q/A, 8-K/A) so an agent can read the filing's WORDS: returns the form, filing/period/acceptance dates, t
• read_filing_section Read one section of a 10-K / 10-Q / 8-K (or amendment) as plain text: MD&A (10-K `7`, 10-Q `I-2`), Risk Factors (`1A`, `II-1A`), Legal Proceedings, Controls, a
• find_in_filing Find a statement, note, heading or phrase inside a 10-K / 10-Q / 8-K (or amendment; an 8-K's EX-99 exhibits included) and get where to read it, like grep over t
• get_capital_allocation_profile Get a multi-year capital allocation breakdown for a US public company. Shows how management deploys cash across all six categories — capex, R&D, M&A, dividends,
• get_peer_comparables Get ratio-based peer comparison for a company and its closest competitors. Peers are selected by matching 2-digit SIC industry code. Returns pipeline-computed r
• get_pit_universe Use this tool to answer questions about historical index membership — e.g. "Was Company X in the S&P 500 on date Y?" (S&P 500 members on a date, including forme
• get_compute_ready_stream Returns a short-lived (5-min) download URL for a bulk Parquet object that can be piped directly into Python/DuckDB/Polars for high-throughput computation that e
• describe_schema Returns the Parquet schema for all tables in the Valuein SEC data warehouse. Includes table descriptions, column names, types, primary keys, and foreign-key ref
• list_sops List Valuein's expert research playbooks — the step-by-step procedures a senior equity analyst follows, each encoding the exact tool sequence, parallel-wave gro
• get_sop Load one expert research playbook by name (discover names with `list_sops`). Returns the full procedure: the ordered tool sequence, which calls to group into pa
• verify_fact_lineage Use this tool when the user asks BOTH what a financial figure is AND which filing reported it — e.g. "What was Apple's most recently reported revenue, and which
• verify_facts Resolve MANY cited facts to their SEC filings in ONE call — the batch form of `verify_fact_lineage`. Use this whenever you are checking a LIST of figures rather
• match_derived Check whether figures a report STATES can be reproduced by the engine from the SEC facts the report cites. For each `{ token, ticker, fact_ids }` it tries every
• verify_filing_figures Check numbers a report STATES against the source it says it read them in. Per item `{ token, ticker, source, accession?, section?, period_end?, inputs? }`: `sou
• compare_periods Compare a company's core financial metrics across two fiscal periods side-by-side. Shows absolute and percentage changes with significance classification (minor
• screen_universe Rank companies by cross-sectional factor scores from factor_scores.parquet. Returns the underlying factors (roe, gross_margin, operating_margin, net_profit_marg
• get_earnings_signals 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_tr
• list_restatements List financial-statement restatements — facts a later SEC filing materially changed from what was originally reported. Each event carries the as-reported value,
• explain_restatement Why did a restating filing change a number? Reads the RESTATING filing itself (the `current_accession` of a `list_restatements` event) and returns the sentence
• submit_feedback File product feedback to the Valuein team — a bug, feature request, experience note, or data-quality issue — directly from the agent surface. Available on EVERY
• submit_artifact_feedback File EXPLICIT, structured feedback about a specific artifact you (or the model) produced — a chat message, a report, a tool call, or the schema. Never quote or
• get_insider_transactions Form 3 / 4 / 5 / 144 line items for a US public company. Returns each transaction (or initial holding / proposed sale) with the insider's name, role, transactio
• get_institutional_holdings Returns top-N institutional holders of a US public company at a specific period_end (by default the latest period whose 45-day 13F filing window has closed), wi

Details

• Version: 3.20.1
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 3774 ms
• First indexed: 2026-11-01T09:59:02.408Z
• Last seen in registry: 2026-11-09T19:17:17.678Z
• Repository: https://github.com/valuein/valuein
• Website: https://valuein.biz

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