Valuein — SEC EDGAR Fundamentals & Smart-Money Data

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How to connect

Add it to any MCP client that supports remote servers.

{
  "mcpServers": {
    "valuein-sec-edgar-fundamentals-smart-money-data-2": {
      "type": "http",
      "url": "https://mcp.valuein.biz/mcp"
    }
  }
}

111 tools

• 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 current S&P 500 membership status. Use this tool to resolve a company name to ticker/CIK before calling…

• 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), total assets, total liabilities, stockholders' equity, cash & equivalents, total debt, operating cash flow, and…

• get_valuation_metrics

  Get what a US public company is TRADING AT, plus two parameter-free reference points. This is NOT an opinion of intrinsic worth — for that, call `compute_dcf` with assumptions you state explicitly, and present the result as a scenario, never as "the" fair value. Returns…

• get_financial_ratios

  Get pipeline-computed financial ratios from ratio.parquet. Served categories: profitability (margins, ROE, ROA, ROIC), liquidity (current ratio, quick ratio), leverage (D/E, interest coverage, net debt/EBITDA), efficiency (asset turnover, inventory days), per_share (EPS, BVPS…

• 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 every document), `viewer_url` (the cgi-bin Financial-Report viewer for the specific accession), `inline_viewer_url` (the…

• 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 set actually files (10-K, 10-Q, 20-F, 40-F, 6-K, 8-K, DEF 14A, ...). Amendments count toward their base form (10-K/A…

• 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), accession and SEC `accepted_at`. Pass base forms (`10-K`, `10-Q`, `8-K`, `20-F`, `40-F`); amendments count toward their base…

• 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, the primary-document URL, and every section found with its `key`, `title`, `char_count` and a short `first_line`. 10-K…

• 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 financial-statement note (`note-3`), an 8-K Item (`2.02`, `5.02`) or its press-release exhibit (`ex-99.1`), or the…

• 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 the filing: 'Consolidated Balance Sheets', 'goodwill impairment', 'Note 7', 'Risk Factors'. Searches the same text…

• 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, buybacks, and debt — plus pre-computed deployment ratios (% of operating cash flow) and over-distribution flags. Use…

• 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 ratios from up to 10 peers alongside the subject company for direct benchmarking. Ratio categories: profitability…

• 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 former members, from 1996) or "Which companies were in the Russell 2000 on 2010-01-01?" Use this INSTEAD OF…

• 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 exceeds the MCP context window. The URL streams the object straight from Valuein storage and supports HTTP range reads…

• 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 references. Use this tool to understand the data model before querying with other tools. No data reads required — schema…

• 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 grouping, and output structure for one task (research brief, screen and shortlist, forensic quality audit…

• 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 parallel waves, the provenance and citation rules, and the exact output structure. Supply the playbook's arguments (e.g…

• 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 10-Q filed it?" or "Show me the accession ID for Tesla's latest net income." Returns a single fact plus its complete…

• 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 than a single number: reviewing a report's citations, auditing a thesis's evidence, or confirming every figure in a…

• 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 registered margin, growth, share-of, difference and ratio formula over those facts and compares the rendered result to…

• 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? }`: `source: "text"` reads `section` of the 10-K / 10-Q / 8-K `accession` (omit `section` to search the whole filing; keys as…

• 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 < 5%, notable 5–15%, significant > 15%). The response includes a `material_changes` count: this is the number of…

• screen_universe

  Rank companies by cross-sectional factor scores from factor_scores.parquet. Returns the underlying factors (roe, gross_margin, operating_margin, net_profit_margin, revenue_growth_yoy, fcf_to_assets, debt_to_equity, asset_turnover, current_ratio, piotroski_f_score) plus their…

• 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_trend_est`), the deviation of actual vs that trend (`eps_surprise_pct`), reported revenue, and year-over-year revenue…

• 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, the restated value, the signed delta, a severity bucket, the RAW XBRL tag both filings used (the diff is same-tag, so…

• 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 in which the company states the cause, with the section it sits in. `cause` is `error` (an error correction), `merger`…

• 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 tier including guest/sample (no token required), so an agent can report a rough edge in-band without the human leaving…

• 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 paste the person's research (report text, notes, uploaded documents, watchlists, agent memory, or figures from their…

• 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, transaction code, share count, price, and notional. Filters by lookback window, transaction code (P=purchase, S=sale, A=grant…

• 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), with aggregate institutional shares, total market value, holder count, and HHI concentration (sum of squared…

• get_manager_portfolio

  Returns a 13F filer's full portfolio at a specific period_end (latest by default), with QoQ deltas vs the prior quarter (new / increased / decreased / exited / unchanged). Specify the filer either by filer_cik (preferred) or filer_name (fuzzy match against entity.name; multiple…

• get_blockholders

  Returns SC 13D / SC 13G blockholder disclosures (5%+ stakes) for a US public company. Each row carries percent_owned, sole/shared voting + dispositive split, schedule_type, and the first-class ``going_active`` flag — TRUE when the same filer flipped 13G → 13D within the lookback…

• get_insider_sentiment

  Role-weighted insider sentiment score on a fixed [-100, +100] scale for a single issuer over a lookback window. Role weights: CEO/CFO = 3.0 (via officer_title pattern), other NEO Officer = 2.0, 10%-Owner = 1.5, Director = 1.0. P = +1, S = -1; option exercises, grants, and tax…

• get_top_holders

  Classification-aware UNION across insider transactions (latest post_transaction_shares per insider), 13F institutional holdings, and SC 13D / 13G blockholder filings for one issuer. Each row carries holder_class ∈ {insider, institutional, blockholder_13D, blockholder_13G}…

• get_smart_money_flow

  Composite flow score on [-100, +100] aggregating insider transactions, 13F institutional Δ-shares vs the prior quarter, and SC 13D/13G blockholder changes over a lookback window. Each component normalised independently, then combined with configurable weights (default…

• restore_deleted

  Undo a delete: restores a watchlist, signal or report that `delete_*` archived, a rule, citation override or uploaded document that `delete_*` removed, a memory entry removed by `delete_agent_memory` (id = its key), an inbox item hidden by `dismiss_inbox_item` (id = inbox_id), a…

• undo_change

  Put a record back as it was before one write. Pass the `change_id` from the `undo` field of `update_signal`, `update_report`, `mark_inbox_read` (item becomes unread again) or `stage_action` (the proposal is withdrawn as rejected, only while still pending; the target tool never…

• run_workflow

  Resolve a saved workflow by id and return a structured execution plan for a single ticker. Each plan entry names a real MCP tool or SOP plus its ticker-substituted arguments; the calling agent invokes them in order, applying any `skip_if` predicate against the previous step's…

• save_citation_override

  Persist a correction of a citation value. The correction is keyed on the canonical `fact_id` (a stable hash of CIK + accession + concept + period) so it applies to every report that references that same fact — including agent-regenerated reports. Re-saving the same fact_id…

• list_citation_overrides

  Author-only newest-first listing of the caller's citation corrections. Filterable by ticker (e.g. all AAPL corrections) or by a single fact_id (returns 0 or 1 row). Pair with `save_citation_override` and `delete_citation_override`. Sample tier rejected. Agent use: call with…

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