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Point-in-time, survivorship-free SEC EDGAR fundamentals + smart-money signals for AI agents.
Remote server: your requests and data go to mcp.valuein.biz. Claude Code: claude mcp add --transport http valuein-sec-edgar-fundamentals-smart-mon https://mcp.valuein.biz/mcp · Claude app: Settings → Connectors → Add custom connector.
The tools this server listed when we connected to it, in its own words.
search_companies — Search for US public companies by name, ticker symbol, CIK (SEC identifier), or SIC industry code. Returns ticker, company name, sector, indget_company_fundamentals — Retrieve standardized SEC EDGAR fundamental financial metrics for a US public company. Returns revenue, gross profit, operating income, net 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 multiget_financial_ratios — Financial ratios Valuein precomputes from each company's SEC filings. A bare call returns the 2 most recent periods and every category excepget_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-inlist_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 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 tlist_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/periodread_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 Procefind_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 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, get_peer_comparables — Get ratio-based peer comparison for a company and its closest competitors by SIC industry code. Returns pipeline-computed ratios from up to get_pit_universe — Historical index membership, survivorship-free: who was in an index on `as_of_date` (companies that existed and belonged on that exact date,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-throughpudescribe_schema — Describes the Valuein SEC data warehouse. With no arguments it lists every table with a one-line description and its column count; pass `tablist_sops — List Valuein's expert research playbooks — the step-by-step procedures a senior equity analyst follows, each encoding the exact tool sequencget_sop — Load one expert research playbook by name (discover names with `list_sops`). Returns the full procedure: the ordered tool sequence, which caverify_fact_lineage — Which verifier: one fact_id → verify_fact_lineage; a list of fact_ids or derived_ids → verify_facts; a number with no id → match_derived; a verify_facts — Which verifier: one fact_id → verify_fact_lineage; a list of fact_ids or derived_ids → verify_facts; a number with no id → match_derived; a match_derived — Which verifier: one fact_id → verify_fact_lineage; a list of fact_ids or derived_ids → verify_facts; a number with no id → match_derived; a verify_filing_figures — Which verifier: one fact_id → verify_fact_lineage; a list of fact_ids or derived_ids → verify_facts; a number with no id → match_derived; a compare_periods — Compare a company's core financial metrics across two fiscal periods side-by-side. Shows absolute and percentage changes with significance cscreen_universe — Rank companies by cross-sectional factor scores from factor_scores.parquet. Returns the underlying factors (roe, gross_margin, operating_marget_earnings_signals — Reported earnings results and a model-derived earnings-trend signal for a company, by fiscal period: actual reported EPS, a trailing-trend Eget_filing_review_pack — Everything for a 10-K / 10-Q case in ONE call, already cited: the company and the filing (form, accession, period, filed date), this period get_company_brief_pack — The starting bundle for a company case in ONE call, already cited: latest annual and latest quarterly fundamentals, peers (by SIC) with theilist_restatements — List financial-statement restatements — facts a later SEC filing materially changed from what was originally reported. Each event carries thexplain_restatement — Why did a restating filing change a number? Reads the RESTATING filing itself (the `current_accession` of a `list_restatements` event) and rsubmit_feedback — File product feedback to the Valuein team — a bug, feature request, experience note, or data-quality issue — directly from the agent surfacesubmit_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 schget_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 naget_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 wiget_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 / dget_blockholders — Returns SC 13D / SC 13G blockholder disclosures (5%+ stakes) for a US public company. Each row carries percent_owned, sole/shared voting + dget_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 get_top_holders — Classification-aware UNION across insider transactions (latest post_transaction_shares per insider), 13F institutional holdings, and SC 13D 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 blockget_ownership_pack — Who owns the company and who is moving, in ONE call, already cited: top holders (13F, insiders, 13D/13G), recent insider transactions and inget_report — Fetch the current HEAD of a report by id. `format=markdown` returns the rendered body, `format=json` returns the full structured payload (sesearch_reports — Search the catalog of published research reports. All listings are free to read. Filters: free-text (matches title + abstract), ticker, repoNot tested by KitScout yet. When our harness runs it, pros, cons and the tasks we tried appear here, with the date and evidence.