# Valuein — SEC EDGAR Fundamentals & Smart-Money Data (remote · mcp.valuein.biz)

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

- Trust score: 77/100 (medium)
- Change this week: +4
- Registry status: active
- Liveness: live
- Owner verified: no
- Last scored: 2026-10-07

## Components

- remote · `mcp.valuein.biz`: 77/100 (this document), [markdown](https://verifymcp.io/servers/valuein-mcp-sec-edgar/chatgpt-mcp.md), [page](https://verifymcp.io/servers/valuein-mcp-sec-edgar/chatgpt-mcp)
- remote · `mcp.valuein.biz`: 77/100, [markdown](https://verifymcp.io/servers/valuein-mcp-sec-edgar/claude-mcp.md), [page](https://verifymcp.io/servers/valuein-mcp-sec-edgar/claude-mcp)
- remote · `mcp.valuein.biz`: 73/100, [markdown](https://verifymcp.io/servers/valuein-mcp-sec-edgar/mcp.md), [page](https://verifymcp.io/servers/valuein-mcp-sec-edgar/mcp)

## Channel facts

- Endpoint: `https://mcp.valuein.biz/chatgpt/mcp`
- Transports: `streamable-http`
- Auth: `none`
- Version: `3.2.0`

## Trust breakdown

How this component scores in each security and reliability category. Every signal is checked automatically against the live server, and we only credit what we can confirm. Scores are 0–100 per category. Scoring method: https://verifymcp.io/docs/scoring (what has changed: https://verifymcp.io/docs/scoring/changelog)

Scored 2026-10-07.

- **Endpoint Security**: 83/100
  - The endpoint's TLS certificate is valid, in date, and uses a strong key.
  - No authorisation is required to call this server. Every tool declares its destructiveHint and none is destructive, so open access doesn't expose one.
  - HTTPS is enforced; there's no plaintext access path.
  - The HSTS (Strict-Transport-Security) header is present.
  - DNSSEC is configured correctly; the domain's records validate against the full chain to the root.
- **Transport & Reachability**: 100/100
  - Verified streamable-http transport via a live MCP handshake.
- **Schema Quality & AI Usability**: 64/100
  - AI-judged instruction clarity (excellent).
  - Context-footprint check failed: tool/resource definitions use about 7845 tokens (~356/item across 22 items; 22 tools + 0 resources), over budget; trim descriptions and params.
  - Usage-examples check failed: none of the tools include examples.
- **Stability & Change Management**: 27/100
  - Stability observed for 8 of 30 days with no destabilising changes; credit accrues until the full window elapses.
- **Tool Coverage**: 100/100
  - 100% of tools have a non-trivial description (not blank, and not just the tool's name).
  - 100% of tool parameters carry a description.
  - Structured output schemas are declared (100% of tools); any adoption earns full credit.
- **Tool Safety**: 100/100
  - No prompt-injection markers were found in the server instructions, tool names or descriptions we captured.
  - We read all 22 captured tool definition(s), and no name or description among them implies an irreversible operation.
  - An AI judge read all 23 captured unit(s) of tool text and found none that tries to manipulate the model reading it.
- **Capabilities**: 100/100
  - Implements a supported MCP spec version (2025-11-25); the latest is 2026-07-28.

## Install

### How do I install the Valuein — SEC EDGAR Fundamentals & Smart-Money Data MCP server?

Valuein — SEC EDGAR Fundamentals & Smart-Money Data is a hosted endpoint at https://mcp.valuein.biz/chatgpt/mcp, so there is nothing to install locally. Ready-made configuration for Claude, Cursor, VS Code, Codex and 5 more is on this page, copied from each client's own documentation.

### Claude

```bash
claude mcp add --transport http valuein-mcp-sec-edgar 'https://mcp.valuein.biz/chatgpt/mcp'
```

### Cursor

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

### VS Code

```json
{
  "servers": {
    "valuein-mcp-sec-edgar": {
      "type": "http",
      "url": "https://mcp.valuein.biz/chatgpt/mcp"
    }
  }
}
```

### Codex

```toml
[mcp_servers.valuein-mcp-sec-edgar]
url = "https://mcp.valuein.biz/chatgpt/mcp"
```

### opencode

```json
{
  "$schema": "https://opencode.ai/config.json",
  "mcp": {
    "valuein-mcp-sec-edgar": {
      "type": "remote",
      "url": "https://mcp.valuein.biz/chatgpt/mcp",
      "enabled": true
    }
  }
}
```

### OpenClaw

```bash
openclaw mcp add valuein-mcp-sec-edgar --url 'https://mcp.valuein.biz/chatgpt/mcp' --transport streamable-http
```

### Hermes

```yaml
mcp_servers:
  valuein-mcp-sec-edgar:
    url: "https://mcp.valuein.biz/chatgpt/mcp"
```

### Netclaw

```json
{
  "McpServers": {
    "valuein-mcp-sec-edgar": {
      "Transport": "http",
      "Url": "https://mcp.valuein.biz/chatgpt/mcp"
    }
  }
}
```

### Vellum

```bash
assistant mcp add valuein-mcp-sec-edgar -t streamable-http -u 'https://mcp.valuein.biz/chatgpt/mcp'
```

### Other

```json
{
  "mcpServers": {
    "valuein-mcp-sec-edgar": {
      "type": "http",
      "url": "https://mcp.valuein.biz/chatgpt/mcp"
    }
  }
}
```

The mcpServers block is a cross-client convention. Remote transports vary, so check your client's docs.

## Changelog

Every change recorded for this component, newest first. Days that predate change tracking, or that we cannot explain, say so: "we were watching and nothing happened" and "we were not watching" are different claims.

### 2026-10-07 (score 77, +1)

No change was recorded against any check on this day. Stability & Change Management went from 20 to 27. That category is still filling its 30-day observation window: 6 days of observed history at the previous scan, 8 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-10-05 (score 76, +1)

No change was recorded against any check on this day. Stability & Change Management went from 17 to 20. That category is still filling its 30-day observation window: 5 days of observed history at the previous scan, 6 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-10-03 (score 75, +1)

No change was recorded against any check on this day. Stability & Change Management went from 10 to 13. That category is still filling its 30-day observation window: 3 days of observed history at the previous scan, 4 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-10-02 (score 74, 0)

- [functional] Server version: 3.1.1 → 3.1.3

### 2026-10-01 (score 74, +1)

- [functional] Server version: 3.0.0 → 3.1.1

### 2026-09-30 (score 73, 0)

- [security] Tool “verify_fact_lineage” rewrote its description, which is the text the model reads
- [functional improvement] Stability: unverified → 0.03
- [functional] Server version: 2.115.0 → 3.0.0
- [functional] Server version: 2.113.0 → 2.115.0
- [cosmetic] “verify_fact_lineage” reworded the description of “as_of_date”
- [cosmetic] “get_company_fundamentals” dropped the optional parameter “lineage_detail”
- [cosmetic] “get_company_fundamentals” dropped the optional parameter “response_format”
- [cosmetic] “get_company_fundamentals” dropped the optional parameter “strict”
- [cosmetic] “get_financial_ratios” dropped the optional parameter “period_end_before”
- [cosmetic] “get_peer_comparables” dropped the optional parameter “period_end_before”
- [cosmetic] “search_companies” dropped the optional parameter “include_inactive”
- [cosmetic] “verify_fact_lineage” dropped the optional parameter “period_end”
- [cosmetic] “get_company_fundamentals” dropped the optional parameter “min_confidence”

### 2026-09-29 (score 73)

First indexed and scored.

## MCP tools (22)

### `search_companies` (~270 tokens)

Company search

Returns companies matching a name, ticker, CIK or SIC code, with CIK, ticker, name, sector, industry, exchange, listing status and current S&P 500 membership. Use this when the user names a company and other tools need its ticker or CIK, or asks for current S&P 500 members. It covers current and former S&P 500 companies; membership on a past date comes from `get_pit_universe`.

Input parameters:

- `cik` (string): SEC CIK to match exactly, digits only, leading zeros optional, e.g. 0000320193.
- `is_active` (boolean): true for current listings only, false for delisted or superseded listings only; omit for both, e.g. true.
- `is_sp500` (boolean): true to return current S&P 500 members only, e.g. true.
- `limit` (integer): Maximum number of results, 1 to 50; defaults to 25, e.g. 10.
- `query` (string): Text matched against company names and tickers, case-insensitive; an all-digit value matches a CIK exactly, e.g. Apple.
- `sic_code` (string): Four-digit SIC industry code to match exactly, e.g. 7372.

Output parameters:

- `_meta` (object): Provenance envelope — data lineage for every MCP response
- `companies` (array)
- `coverage_note` (string): Present only when no company matched: what this connector covers.
- `query` (string|null)
- `results_returned` (integer)

### `get_company_fundamentals` (~261 tokens)

Company financial statements

Returns reported figures from a company's 10-K or 10-Q filings by period: revenue, gross profit, operating income, net income, diluted EPS, total assets, liabilities, equity, cash, short-term investments, debt, operating cash flow, capital expenditures and shares outstanding, each tied to its source filing. Use this when the user asks what a company reported. It covers current and former S&P 500 companies over the most recent five fiscal years; margins and multiples come from `get_valuation_metrics`.

Input parameters:

- `as_of_date` (string): Point-in-time cutoff, YYYY-MM-DD: only figures filed with the SEC on or before this date, e.g. 2024-06-30.
- `fiscal_year` (integer): Fiscal year to return, four digits; omit for the most recent years, e.g. 2024.
- `limit` (integer): Maximum number of periods, 1 to 40; defaults to 5, e.g. 8.
- `period` (string): annual (10-K) or quarterly (10-Q); defaults to annual, e.g. quarterly.
- `ticker` (string, required): Ticker symbol or SEC CIK of the company, e.g. AAPL.

Output parameters:

- `_meta` (object): Provenance envelope — data lineage for every MCP response
- `as_of_date` (string|null)
- `company_name` (string)
- `data` (array)
- `period` (string)
- `ticker` (string)
- `years_returned` (integer)

### `get_valuation_metrics` (~258 tokens)

Valuation and profitability

Returns, by fiscal period, margins, return on equity, assets and invested capital, free cash flow and its margin, debt to equity, market multiples at period end (price, market cap, P/E, P/B, EV/EBITDA, dividend yield) and two assumption-free reference values, the Graham number and net current asset value per share. Use this when the user asks what a company trades at or how profitable it is. An intrinsic value under stated assumptions comes from `compute_dcf`.

Input parameters:

- `as_of_date` (string): Point-in-time cutoff, YYYY-MM-DD: only figures filed with the SEC on or before this date, e.g. 2024-06-30.
- `fiscal_year` (integer): Fiscal year to return, four digits; omit for the most recent years, e.g. 2024.
- `limit` (integer): Maximum number of periods, 1 to 40; defaults to 5, e.g. 8.
- `period` (string): annual (10-K) or quarterly (10-Q); defaults to annual, e.g. quarterly.
- `ticker` (string, required): Ticker symbol or SEC CIK of the company, e.g. AAPL.

Output parameters:

- `_meta` (object): Provenance envelope — data lineage for every MCP response
- `as_of_date` (string|null)
- `data` (array)
- `period` (string)
- `periods_returned` (integer)
- `ticker` (string)

### `get_financial_ratios` (~294 tokens)

Financial ratios

Returns a company's computed ratios by period, annual and trailing twelve months, in groups: profitability, liquidity, leverage, efficiency, per share, owner earnings, forensic, growth, sector rank and valuation, each with value, unit and a reason when missing. Use this when the user asks for a company's ratios or how they changed over time. It covers current and former S&P 500 companies over the most recent five fiscal years; ranking against other companies comes from `screen_universe`.

Input parameters:

- `as_of_date` (string): Historical cutoff, YYYY-MM-DD: ratios filed by this date, or for periods ending by it when no filing date is held, e.g. 2024-06-30.
- `categories` (array): Groups to include: profitability, liquidity, leverage, efficiency, per_share, owner_earnings, forensic, growth, rank or valuation; omit for all, e.g. ["profitability"].
- `fiscal_period` (string): Period type: FY, TTM, Q1, Q2, Q3 or Q4; omit for FY and TTM rows, e.g. TTM.
- `limit` (integer): Number of period-end dates to return, 1 to 20; defaults to 5, e.g. 3.
- `ticker` (string, required): Ticker symbol or SEC CIK of the company, e.g. AAPL.

Output parameters:

- `_meta` (object): Provenance envelope — data lineage for every MCP response
- `data` (array)
- `lineage` (object): Provenance for pipeline-derived values (the ratio table / the factor_scores table): source table + pipeline computed_at, plus a pointer to the tools that return filing-level lineage. NOT point-in-tim…
- `note` (string)
- `periods_returned` (integer)
- `ticker` (string)

### `get_sec_filing_links` (~305 tokens)

SEC filing links

Returns a company's SEC filings, newest first, each with form type, filing and report dates, accession number and links to the EDGAR index page, the filing document and the inline XBRL viewer. Use this when the user wants the original 10-K, 10-Q, 8-K, 20-F or 40-F filings behind the numbers. Filings cover the most recent five fiscal years; to trace one figure to its filing, `verify_fact_lineage` fits.

Input parameters:

- `end_date` (string): Latest filing date to include, YYYY-MM-DD, e.g. 2024-12-31.
- `event_types` (array): 8-K item numbers to match; filings without a matching item are left out, e.g. ["2.02"].
- `form_types` (array): Forms to include: 10-K, 10-Q, 8-K, 20-F, 40-F or their /A amendments; defaults to 10-K and 10-Q, e.g. ["8-K"].
- `limit` (integer): Maximum number of filings, 1 to 50; defaults to 10, e.g. 20.
- `start_date` (string): Earliest filing date to include, YYYY-MM-DD, e.g. 2024-01-01.
- `ticker` (string, required): Ticker symbol or SEC CIK of the company, e.g. AAPL.

Output parameters:

- `_meta` (object): Provenance envelope — data lineage for every MCP response
- `filings` (array)
- `filings_returned` (integer)
- `ticker` (string)

### `get_capital_allocation_profile` (~202 tokens)

Capital allocation

Returns, for each fiscal year from annual 10-K filings, operating cash flow, capital expenditures, free cash flow, R&D, acquisitions and divestitures, dividends, buybacks, debt issued and repaid, each use as a share of operating cash flow, and flags such as buybacks or total payouts exceeding free cash flow. Use this when the user asks where a company's cash goes or whether its payouts exceed its free cash flow.

Input parameters:

- `as_of_date` (string): Point-in-time cutoff, YYYY-MM-DD: only figures filed with the SEC on or before this date, e.g. 2024-06-30.
- `lookback_years` (integer): Fiscal years to cover, counting back from the latest filing, 1 to 20; defaults to 5, e.g. 3.
- `ticker` (string, required): Ticker symbol or SEC CIK of the company, e.g. AAPL.

Output parameters:

- `_meta` (object): Provenance envelope — data lineage for every MCP response
- `as_of_date` (string|null)
- `data` (array): Per-period capital-allocation rows: capex, R&D, M&A, dividends, buybacks, debt, and deployment-mix flags
- `lookback_years` (integer): Number of fiscal years summarized
- `note` (string)
- `periods_returned` (integer)
- `ticker` (string)

### `get_peer_comparables` (~220 tokens)

Peer comparison

Returns a company's latest ratios beside those of up to 10 peers from the same SIC industry, closest code match first and S&P 500 members preferred, using trailing twelve months where available. Use this when the user asks how a company compares with its competitors. It covers current and former S&P 500 companies, so peers come from that set.

Input parameters:

- `as_of_date` (string): Historical cutoff, YYYY-MM-DD: ratios known by this date, with peers ranked by index membership on it, e.g. 2024-06-30.
- `categories` (array): Groups to include: profitability, liquidity, leverage, efficiency, per_share, owner_earnings or valuation; defaults to profitability, valuation and leverage, e.g. ["valuation"].
- `limit` (integer): Number of peers besides the company, 1 to 10; defaults to 5, e.g. 8.
- `ticker` (string, required): Ticker symbol or SEC CIK of the company to compare, e.g. AAPL.

Output parameters:

- `_meta` (object): Provenance envelope — data lineage for every MCP response
- `as_of_date` (string|null)
- `categories` (array): Ratio categories included in each peer panel
- `data` (array): One row per company (subject + peers): ticker, cik, name, sector, industry, is_subject, ratios
- `lineage` (object): Provenance for pipeline-derived values (the ratio table / the factor_scores table): source table + pipeline computed_at, plus a pointer to the tools that return filing-level lineage. NOT point-in-tim…
- `note` (string)
- `peers_omitted_no_data` (integer): Candidate peers left out because they had no ratio figures for the period; each was replaced by the next-closest candidate
- `peers_returned` (integer)
- `period_end_before` (string|null)
- `subject` (string): Subject ticker the peer set is built around
- `subject_ratios` (object): The subject company's ratio panel

### `get_pit_universe` (~366 tokens)

Index membership on a date

Returns the companies in the S&P 500, a Russell index or a sector on a given date, including members that later left or delisted, with CIK, ticker, name, sector, industry and a confidence label, plus the full member count. Use this when the user asks who was in an index on a past date or whether a company was a member then. It covers current and former S&P 500 companies, and a long list arrives in pages of at most 250 rows.

Input parameters:

- `as_of_basis` (string): Which dates decide membership: effective (default, when a change took effect) or announcement (when it was announced), e.g. announcement.
- `as_of_date` (string): Date the membership applies to, YYYY-MM-DD; omit for the current universe, e.g. 2022-12-30.
- `include_share_classes` (boolean): true returns one row per share class instead of one per company; defaults to false, e.g. true.
- `index` (string): Index to list: sp500, russell1000, russell2000 or russell3000; omit for no index filter, e.g. sp500.
- `is_active` (boolean): true keeps only companies still trading today, which drops members that later delisted; omit to keep all, e.g. true.
- `limit` (integer): Maximum number of members to return, 1 to 3500; defaults to 100, e.g. 505.
- `offset` (integer): Rows to skip when paging through a long list; defaults to 0, e.g. 250.
- `sector` (string): Sector name to match, case-insensitive partial match, e.g. Technology.

Output parameters:

- `_meta` (object): Provenance envelope — data lineage for every MCP response
- `as_of_basis` (string|null)
- `as_of_date` (string)
- `companies` (array)
- `complete` (boolean)
- `confidence_summary`
- `coverage`
- `coverage_gap` (boolean)
- `index` (string|null)
- `limit_truncated` (boolean)
- `note` (string)
- `returned_rows` (integer)
- `sector` (string|null)
- `survivorship_free` (boolean)
- `truncation` (object): Present only when the inline-row cap withheld rows. Page with `next_offset` (keep the same `limit`) or pull the full set via get_compute_ready_stream.
- `universe_size` (integer)

### `describe_schema` (~76 tokens)

Dataset field reference

Returns the definitions of the dataset's tables: each table's description and its columns. Use this when the user asks what a field in another result means or which fields the data holds.

Input parameters:

- `table` (string): Name of one table to describe; omit for all tables. An unknown name returns the valid names, e.g. entity.

Output parameters:

- `_meta` (object): Provenance envelope — data lineage for every MCP response
- `columns` (object): Single-table mode: map of column name → definition
- `description` (string|null): Single-table mode: the table's description
- `project` (string|null): Full-schema mode: source project name
- `table` (string): Single-table mode: the requested table name
- `tables` (object): Full-schema mode: map of table name → { description, column_count, columns }

### `verify_fact_lineage` (~274 tokens)

Trace a figure to its filing

Returns one reported figure with its source: company, concept, value, unit, period, form type, filing date, accession number and links to the filing on SEC EDGAR. Use this when the user asks which filing reported a number, by fact_id from an earlier result or by concept for the latest value. A figure from a specific period is traced by the fact_id `get_company_fundamentals` returns for it, and many fact_ids at once by `verify_facts`.

Input parameters:

- `as_of_date` (string): Cutoff used with concept, YYYY-MM-DD: the latest value filed on or before this date; a filing date, not a period end, e.g. 2024-06-30.
- `concept` (string): Standard concept whose latest reported value to trace, used when no fact_id is given, e.g. TotalRevenue.
- `fact_id` (string): 64-character lowercase hex fact_id from an earlier result; give this or concept, e.g. 8a02707ced0d5a157ed2cdb28df035e52250daf4d0699952f7fc5420e1ce3afa.
- `ticker` (string, required): Ticker symbol or SEC CIK of the company, e.g. AAPL.

Output parameters:

- `_meta` (object): Provenance envelope — data lineage for every MCP response
- `lineage` (object): Full provenance for one fact. Identity: fact_id, entity_id, ticker, company_name, concept, standard_concept, accession_id. Filing: source_url, inline_viewer_url, document_url, filing_date, form_type,…
- `lookup_by` (string): How the fact was located: 'fact_id' or 'concept'
- `verified` (boolean): True when the fact was located and its provenance resolved

### `verify_facts` (~156 tokens)

Trace many figures to filings

Returns, for up to 50 fact_ids in one call, each figure's source filing or a not-found code and message, plus counts of requested, found and missing. Use this when the user wants a list of cited figures checked against SEC filings. Duplicate pairs are checked once, and a lookup by concept rather than fact_id comes from `verify_fact_lineage`.

Input parameters:

- `facts` (array, required): 1 to 50 pairs of ticker and fact_id to check, e.g. [{"ticker": "AAPL", "fact_id": "8a02707ced0d5a157ed2cdb28df035e52250daf4d0699952f7fc5420e1ce3afa"}].

Output parameters:

- `_meta` (object): Provenance envelope — data lineage for every MCP response
- `results` (array): Check `found` before reading `lineage`.
- `summary` (object): Counts over `results`. Quote `missing` when reporting coverage — it is the number of figures you could NOT tie to a filing.

### `compare_periods` (~213 tokens)

Compare two fiscal periods

Returns a company's reported figures for two fiscal periods side by side, with each figure's absolute and percentage change, a significance label (minor under 5%, notable 5 to 15%, significant over 15%) and a count of material changes. Use this when the user asks how a company changed between two years or quarters. Periods given in reverse order are swapped and the result says so.

Input parameters:

- `as_of_date` (string): Point-in-time cutoff, YYYY-MM-DD: only figures filed with the SEC on or before this date, e.g. 2024-06-30.
- `period_a` (string, required): Earlier period: FY and the year, or Q1 to Q4, a hyphen and the year, e.g. FY2023.
- `period_b` (string, required): Later period, in the same format as period_a, e.g. FY2024.
- `ticker` (string, required): Ticker symbol or SEC CIK of the company, e.g. AAPL.

Output parameters:

- `_meta` (object): Provenance envelope — data lineage for every MCP response
- `as_of_date` (string|null)
- `changes` (array): Per-metric deltas: metric, label, period_a, period_b, delta, delta_pct, significance
- `company_name` (string)
- `material_changes` (integer): Count of metrics flagged as a material change
- `period_a` (object): Earlier period descriptor: label, fiscal_year, fiscal_period, period_end, filing_date
- `period_b` (object): Later period descriptor, same shape as period_a
- `swapped` (boolean): True when inputs were reordered so period_b is the more recent period
- `ticker` (string)
- `total_metrics` (integer): Count of metrics compared across the two periods

### `screen_universe` (~342 tokens)

Factor screen

Returns companies ranked by factor scores: return on equity, gross, operating and net margin, revenue growth, free cash flow to assets, debt to equity, asset turnover, current ratio and Piotroski F-score, each with a percentile rank from 0 (worst) to 1 (best), plus a composite rank. Use this when the user wants companies ranked or filtered by quality or growth, or where one company ranks. It covers current and former S&P 500 companies; one company's ratios over time come from `get_financial_ratios`.

Input parameters:

- `as_of_date` (string): Point-in-time cutoff, YYYY-MM-DD: each company ranked on what it had filed by this date, e.g. 2024-06-30.
- `exclude_outliers` (boolean): true also drops rows with implausible factor values, such as near-zero denominators; defaults to false, e.g. true.
- `limit` (integer): Number of companies to return, 1 to 100; defaults to 25, e.g. 10.
- `offset` (integer): Rows to skip from the top of the limit results; defaults to 0, e.g. 10.
- `sector` (string): Sector name to match, case-insensitive partial match, e.g. Technology.
- `sort_by` (string): Rank to sort by, such as composite_rank (the default), roe_rank or piotroski_f_score_rank, e.g. roe_rank.
- `ticker` (string): Ticker symbol or SEC CIK to show one company's scores; omit to rank all companies, e.g. AAPL.

Output parameters:

- `_meta` (object): Provenance envelope — data lineage for every MCP response
- `as_of_date` (string): Present only when a point-in-time as_of_date was supplied
- `data` (array): Ranked factor-score rows for the screened universe
- `lineage` (object): Provenance for pipeline-derived values (the ratio table / the factor_scores table): source table + pipeline computed_at, plus a pointer to the tools that return filing-level lineage. NOT point-in-tim…
- `note` (string)
- `pit_safe` (boolean): Present (and true) only when as_of_date was supplied — the screen was filtered by factor_scores.accepted_at with zero look-ahead
- `results_returned` (integer)
- `sector_filter` (string): Present only when a sector filter was applied
- `sort_by` (string)
- `ticker` (string): Present only when a single-ticker lookup was requested
- `truncation` (object): Present only when the inline-row cap withheld rows. Page with `next_offset` (keep the same `limit`) or pull the full set via get_compute_ready_stream.

### `get_earnings_signals` (~198 tokens)

Earnings trend signals

Returns, by fiscal period, reported EPS and revenue, revenue growth year over year, a trend EPS estimate built from the company's own past EPS and the gap between actual and trend, plus 1, 3, 6 and 12-month price momentum and the 52-week high and low. Use this when the user asks about a company's earnings trajectory or price momentum. The trend estimate is not analyst consensus, so the gap is not a beat or miss against forecasts.

Input parameters:

- `as_of_date` (string): Point-in-time cutoff, YYYY-MM-DD: only periods filed on or before this date, e.g. 2024-06-30.
- `limit` (integer): Maximum number of periods, newest first, 1 to 40; defaults to 8, e.g. 4.
- `ticker` (string, required): Ticker symbol or SEC CIK of the company, e.g. AAPL.

Output parameters:

- `_meta` (object): Provenance envelope — data lineage for every MCP response
- `as_of_date` (string)
- `data` (array)
- `estimate_basis` (string)
- `note` (string)
- `periods_returned` (integer)
- `ticker` (string)

### `list_restatements` (~488 tokens)

Financial restatements

Returns restatement events: reported figures that a later SEC filing changed by more than 0.5%, each with the original and restated values, the change, a severity, the XBRL tag, both filings' accession numbers and how it was disclosed (non-reliance 8-K, amended filing, or a routine filing). Use this when the user asks whether or how a company's past numbers were revised. A revision in a routine filing describes the filing record, not the company's intent.

Input parameters:

- `amendments_only` (boolean): true keeps only changes that arrived in an amended 10-K/A or 10-Q/A, e.g. true.
- `cursor` (string): Paging cursor copied from next_cursor in the previous result, e.g. 25.
- `disclosure` (array): Disclosure types to include: non_reliance (8-K Item 4.02), amended, or undisclosed (a routine 10-K or 10-Q), e.g. ["amended"].
- `event_id` (string): Id of one event from an earlier result, lowercase hex, e.g. 3f9a0c12.
- `filed_since` (string): Earliest date of the restating filing, YYYY-MM-DD, e.g. 2024-01-01.
- `limit` (integer): Events per page, 1 to 100; defaults to 25, e.g. 50.
- `max_importance` (integer): 1 keeps headline figures only, 2 adds primary statement lines, 3 includes footnotes, e.g. 1.
- `min_abs_delta_pct` (number): Smallest absolute change to include, in percent from 0 to 100, e.g. 5.
- `sector` (string): Sector name to limit results to, matched in full but case-insensitive, e.g. Technology.
- `severity` (string): high (change of 10% or more), medium (2% or more) or low (0.5% or more), e.g. high.
- `sort` (string): recent (default, newest restating filing first) or significance (importance, then size of change), e.g. significance.
- `ticker` (string): Ticker symbol or SEC CIK to limit results to one company, e.g. AAPL.

Output parameters:

- `_meta` (object): Provenance envelope — data lineage for every MCP response
- `events` (array)
- `next_cursor` (string|null)
- `note` (string)
- `total` (integer)

### `compute_dcf` (~466 tokens)

Discounted cash flow value

Returns a two-stage discounted cash flow value per share in US cents, with enterprise and equity value, the terminal value's share and a 5 by 5 sensitivity grid over discount rate and terminal growth, built from the company's latest free cash flow, net debt and share count and the growth and discount rates given. Use this when the user asks what a company could be worth under stated assumptions. A null value means the inputs leave the model undefined, and the reason field says why.

Input parameters:

- `as_of_date` (string): Point-in-time cutoff for the reported inputs, YYYY-MM-DD: only filings accepted by this date, e.g. 2024-06-30.
- `fcf_base_override` (number): Starting free cash flow in USD, used instead of the reported figure; trend mode only, e.g. 95000000000.
- `fcf_source` (string): trend (default) grows starting free cash flow by stage1_growth_rate; three_statement projects linked statements instead, e.g. three_statement.
- `shares_override` (number): Share count used instead of the reported figure, above zero, e.g. 15000000000.
- `stage1_growth_rate` (number, required): Yearly growth in the projection years as a decimal, -0.5 to 1: of free cash flow (trend) or of revenue (three_statement), e.g. 0.08.
- `stage1_years` (integer): Number of projection years, 3 to 15; defaults to 5, e.g. 10.
- `terminal_growth_rate` (number): Growth after the projection years as a decimal, -0.05 to 0.1; defaults to 0.025, e.g. 0.02.
- `three_statement_assumptions` (object): Overrides for three_statement mode; each unset field keeps its default, e.g. {"tax_rate": 0.25}.
- `ticker` (string, required): Ticker symbol or SEC CIK of the company to value, e.g. AAPL.
- `wacc` (number): Discount rate as a decimal, 0.01 to 0.5; defaults to 0.09, e.g. 0.1.

Output parameters:

- `_meta` (object): Provenance envelope — data lineage for every MCP response
- `result` (object)
- `ticker` (string)

### `forensic_audit` (~128 tokens)

Forensic accounting check

Returns forensic accounting scores from a company's two latest annual filings: a partial Beneish M-score (sales growth, total accruals and leverage growth), Sloan accruals, debt to equity, debt to assets and return on assets, and plain-language red flags, with the source filing. Use this when the user asks about earnings quality or accounting risk. The M-score is partial because some of its inputs are not in the dataset, and the result marks it so.

Input parameters:

- `ticker` (string, required): Ticker symbol or SEC CIK of the company to check, e.g. AAPL.

Output parameters:

- `_meta` (object): Provenance envelope — data lineage for every MCP response
- `period_end` (string|null)
- `prior_period_end` (string|null)
- `result` (object)
- `sec_url` (string|null)
- `source_filing` (string|null)
- `ticker` (string)

### `get_stock_price` (~148 tokens)

Month-end stock price

Returns one of a company's month-end closing prices: the unadjusted close in USD on the last trading day of the latest completed month on or before a date, with the dividend and split factors and a total-return index. Use this when the user asks what a stock traded at around a date. The month in progress is not included; a run of month-ends comes from `get_price_history`.

Input parameters:

- `date` (string): Date to price as of, YYYY-MM-DD; omit for the latest completed month-end, e.g. 2024-06-15.
- `ticker` (string, required): Ticker symbol or SEC CIK of the company, e.g. AAPL.

Output parameters:

- `_meta` (object): Provenance envelope — data lineage for every MCP response
- `cik` (string)
- `close` (number)
- `company_name` (string)
- `currency` (string)
- `div_cash` (number|null)
- `granularity` (string)
- `is_exact_date_match` (boolean)
- `note` (string)
- `price_date` (string)
- `requested_date` (string|null)
- `resolved_backward` (boolean)
- `split_factor` (number|null)
- `ticker` (string)
- `total_return_index` (number|null)

### `get_price_history` (~243 tokens)

Month-end price history

Returns a company's month-end closing prices over a date range, oldest first, one bar per completed month with the unadjusted close in USD, dividend cash, split factor and a total-return index; open, high, low and volume are empty. Use this when the user asks how a stock's price or total return moved over months or years. Closes are not split-adjusted, so the return between two dates is the ratio of their total-return index values minus one.

Input parameters:

- `end_date` (string): Last date of the range, YYYY-MM-DD; omit for the latest completed month, e.g. 2024-12-31.
- `limit` (integer): Maximum number of month-end bars, 1 to 360; defaults to 252. The most recent bars in the range are kept, e.g. 60.
- `start_date` (string): First date of the range, YYYY-MM-DD; omit to take the latest limit months up to end_date, e.g. 2021-01-01.
- `ticker` (string, required): Ticker symbol or SEC CIK of the company, e.g. AAPL.

Output parameters:

- `_meta` (object): Provenance envelope — data lineage for every MCP response
- `bar_count` (integer)
- `bars` (array)
- `cik` (string)
- `company_name` (string)
- `end_date` (string|null)
- `granularity` (string)
- `note` (string)
- `start_date` (string|null)
- `ticker` (string)

### `project_three_statement` (~561 tokens)

Three-statement projection

Returns a linked income statement, balance sheet and cash flow for each projected year, seeded from the company's latest annual 10-K figures, with a yearly check that the balance sheet balances and the free cash flow stream. Use this when the user wants to see how a company's statements could develop under growth, margin, financing and payout assumptions they choose. Margins and capital spending stay at the latest year's share of revenue unless overridden; interest and tax rates are the user's assumptions.

Input parameters:

- `as_of_date` (string): Point-in-time cutoff for the reported inputs, YYYY-MM-DD: only filings accepted by this date, e.g. 2024-06-30.
- `capex_pct_of_revenue_override` (number): Capital spending as a share of revenue; omit to keep the latest year's, e.g. 0.03.
- `cash_sweep_pct` (number): Share of each year's free cash flow used to repay debt, 0 to 1; defaults to 0, e.g. 0.5.
- `dividend_payout_pct` (number): Share of each year's net income distributed as dividends, 0 to 1; defaults to 0, e.g. 0.3.
- `gross_margin_pct_override` (number): Gross margin for every projected year; omit to keep the latest year's, e.g. 0.45.
- `interest_rate_on_debt` (number): Interest rate on debt at the start of each year, 0 to 0.5; defaults to 0.06, e.g. 0.05.
- `new_debt_draw_year1` (number): New debt borrowed in the first projected year, in USD; defaults to 0, e.g. 5000000000.
- `new_equity_draw_year1` (number): New equity raised in the first projected year, in USD, added to cash and equity; defaults to 0, e.g. 2000000000.
- `operating_margin_pct_override` (number): Operating margin for every projected year; omit to keep the latest year's, e.g. 0.3.
- `revenue_growth_rate` (number, required): Yearly revenue growth as a decimal, -0.5 to 1, e.g. 0.08.
- `tax_rate` (number): Tax rate on positive pretax income, 0 to 1; defaults to 0.21, e.g. 0.25.
- `ticker` (string, required): Ticker symbol or SEC CIK of the company to project, e.g. AAPL.
- `years` (integer): Years to project, 1 to 15; defaults to 5, e.g. 10.

Output parameters:

- `_meta` (object): Provenance envelope — data lineage for every MCP response
- `result` (object)
- `seed_period_end` (string)
- `ticker` (string)

### `compute_lbo` (~553 tokens)

Leveraged buyout returns

Returns the sponsor's multiple of invested capital and internal rate of return for a leveraged buyout, with entry and exit enterprise value, debt, equity and a yearly projection, on an opening balance sheet built from the deal terms and the company's latest annual 10-K operating figures. Use this when the user asks what a buyout could return under stated purchase and exit multiples, leverage and hold period. EBITDA is approximated by operating income unless an entry figure is given, and a null rate means no rate fits the cash flows.

Input parameters:

- `as_of_date` (string): Point-in-time cutoff for the reported inputs, YYYY-MM-DD: only filings accepted by this date, e.g. 2024-06-30.
- `cash_sweep_pct` (number): Share of each year's free cash flow used to repay debt, 0 to 1; defaults to 1, e.g. 0.75.
- `dividend_payout_pct` (number): Share of each year's net income distributed to the sponsor, 0 to 1; defaults to 0, e.g. 0.2.
- `entry_ebitda_override` (number): EBITDA in USD that sets the entry price and debt instead of operating income, e.g. 130000000000.
- `entry_multiple` (number, required): Purchase price as a multiple of EBITDA, above zero, e.g. 10.
- `exit_multiple` (number): Sale price as a multiple of the final year's EBITDA; defaults to entry_multiple, e.g. 12.
- `hold_period_years` (integer): Years from purchase to sale, 1 to 10; defaults to 5, e.g. 7.
- `interest_rate_on_debt` (number): Interest rate on buyout debt at the start of each year, 0 to 0.5; defaults to 0.08, e.g. 0.09.
- `leverage_multiple` (number, required): Debt raised at entry as a multiple of EBITDA, zero or more, e.g. 5.
- `minimum_cash` (number): Cash left on the opening balance sheet, in USD; defaults to 0, e.g. 1000000000.
- `revenue_growth_rate` (number, required): Yearly revenue growth over the hold as a decimal, -0.5 to 1, e.g. 0.05.
- `tax_rate` (number): Tax rate on positive pretax income, 0 to 1; defaults to 0.21, e.g. 0.25.
- `ticker` (string, required): Ticker symbol or SEC CIK of the buyout target, e.g. AAPL.

Output parameters:

- `_meta` (object): Provenance envelope — data lineage for every MCP response
- `result` (object)
- `seed_period_end` (string)
- `ticker` (string)

### `compute_accretion_dilution` (~507 tokens)

Merger accretion and dilution

Returns whether a proposed acquisition raises or lowers the acquirer's earnings per share in the first year after the deal, with deal value, new shares and debt, pro forma net income, shares and EPS, and the takeover premium, from both companies' latest annual 10-K figures and month-end closing prices. Use this when the user asks whether a deal would be accretive or dilutive at an offer price, cash and stock mix and synergies they choose. It covers one year only: synergy ramp, integration costs and purchase accounting are not modelled.

Input parameters:

- `acquirer_share_price_override` (number): Acquirer share price in USD used instead of its month-end close, e.g. 420.
- `acquirer_ticker` (string, required): Ticker symbol or SEC CIK of the acquiring company, e.g. MSFT.
- `as_of_date` (string): Point-in-time cutoff for both companies, YYYY-MM-DD: filings accepted and closes on or before this date, e.g. 2024-06-30.
- `cash_financing_source` (string): How the cash is funded: new_debt (default, adds after-tax interest) or balance_sheet_cash (no interest cost), e.g. balance_sheet_cash.
- `cash_pct` (number, required): Share of the deal value settled in cash, 0 to 1; the rest is acquirer stock, e.g. 0.5.
- `new_debt_interest_rate` (number): Interest rate on new acquisition debt, 0 to 0.5, used with new_debt; defaults to 0.06, e.g. 0.07.
- `offer_price_per_share` (number, required): Price offered per target share in USD, above zero, e.g. 250.
- `synergies_pretax` (number): Yearly pretax synergies in USD at full run rate; defaults to 0, e.g. 500000000.
- `target_share_price_override` (number): Target share price in USD used instead of its month-end close, for the takeover premium only, e.g. 180.
- `target_ticker` (string, required): Ticker symbol or SEC CIK of the company being acquired, e.g. AAPL.
- `tax_rate` (number): Tax rate on synergies and interest, 0 to 1; defaults to 0.21, e.g. 0.25.

Output parameters:

- `_meta` (object): Provenance envelope — data lineage for every MCP response
- `acquirer_ticker` (string)
- `result` (object)
- `target_ticker` (string)

## Diagnostics

Captured diagnostic sections: TLS, DNSSEC, Authorisation, Transports. The full working is on the page: https://verifymcp.io/servers/valuein-mcp-sec-edgar/chatgpt-mcp#diagnostics

## Score history

- 2026-10-07: 77
- 2026-10-05: 76
- 2026-10-04: 75
- 2026-10-03: 75
- 2026-10-02: 74
- 2026-10-01: 74
- 2026-09-30: 73
- 2026-09-29: 73

## Common questions

### What is the Valuein — SEC EDGAR Fundamentals & Smart-Money Data MCP server?

Valuein — SEC EDGAR Fundamentals & Smart-Money Data is an MCP server listed in the public MCP registry as io.github.valuein/mcp-sec-edgar. Point-in-time, survivorship-free SEC EDGAR fundamentals + smart-money signals for AI agents. This page covers its hosted endpoint (https://mcp.valuein.biz/chatgpt/mcp).

### Is the Valuein — SEC EDGAR Fundamentals & Smart-Money Data MCP server safe to use?

Valuein — SEC EDGAR Fundamentals & Smart-Money Data scores 77 out of 100 on VerifyMCP. That is a record of what we were able to check automatically, not an endorsement. The category breakdown on this page shows every signal behind the number, including the ones we could not confirm.

### What tools does the Valuein — SEC EDGAR Fundamentals & Smart-Money Data MCP server expose?

Valuein — SEC EDGAR Fundamentals & Smart-Money Data exposes 22 tools: search_companies, get_company_fundamentals, get_valuation_metrics, get_financial_ratios, get_sec_filing_links, and 17 more. Their descriptions and schemas cost roughly 6,529 tokens of context every time the server is loaded.

### Does the Valuein — SEC EDGAR Fundamentals & Smart-Money Data MCP server require authentication?

No. We connected to Valuein — SEC EDGAR Fundamentals & Smart-Money Data without credentials and it answered, so anything it exposes is reachable by anyone who knows the address.

### Is the Valuein — SEC EDGAR Fundamentals & Smart-Money Data MCP server still maintained?

Valuein — SEC EDGAR Fundamentals & Smart-Money Data is still listed as active in the MCP registry. We last reached this channel on 7 October 2026. Those dates come from our own scans of the registry and the channel itself, not from anything the publisher announced.

## Links

- Remote endpoint: https://mcp.valuein.biz/chatgpt/mcp
- Repository: https://github.com/valuein/valuein
- Website: https://valuein.biz/
- Changelog RSS feed: https://verifymcp.io/servers/valuein-mcp-sec-edgar/chatgpt-mcp.xml
- Changelog JSON feed: https://verifymcp.io/servers/valuein-mcp-sec-edgar/chatgpt-mcp.json
- HTML version of this page: https://verifymcp.io/servers/valuein-mcp-sec-edgar/chatgpt-mcp