MCP Server

valuein.biz

valuein/mcp-sec-edgar

Institutional-grade SEC financial data for AI agents — in one line of config. Connect Claude, Cursor, ChatGPT, Codex, or any MCP-compatible client to 35 years of SEC EDGAR data (1990–today, 16,000+ US companies, 100M+ financial facts) and let your agent do the analysis. Endpoint: https://mcp.valuein.biz/mcp What your agent can do Look up any US public company — tickers, CIKs, sectors, S&P 500 membership Pull fundamentals — income statement, balance sheet, cash flow, annual or quarterly Read financial ratios — margins, ROIC, leverage, turnover, cash conversion Compare to peers — automated peer selection + side-by-side ratios Link straight to the source filing — 10-K, 10-Q, 8-K URLs from SEC EDGAR Audit capital allocation — buybacks, dividends, capex, M&A history Screen the market — factor screens, earnings signals, quality filters Run point-in-time backtests — survivorship-free historical universes, no look-ahead bias Verify every number — trace any fact back to the exact filing and line item Search filing text — semantic search across Risk Factors, MD&A, and footnotes Stream bulk data — signed R2 URLs for DuckDB / Pandas workflows (Pro+) 15 tools + 8 built-in analyst/quant/PM playbooks ("Margin & Moat Teardown", "Peer Benchmarking Memo", "Survivorship-Free Backtest", and more). Built for Analysts & PMs running earnings reviews, forensic tear-downs, and peer benchmarking without leaving their AI assistant Quants building PIT factor models and survivorship-free backtests Developers shipping agentic financial products without licensing a data vendor Financial content creators pulling live SEC data into research workflows One token. Every distribution channel. The same Bearer unlocks the Python SDK, Excel Power Query, REST API, and this MCP server. Subscribe once, use everywhere. For more information visit our documentation: https://valuein.biz/mcp