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Directory / Valuein — SEC EDGAR Fundamentals & Smart-Money Data
by valuein.biz · https://mcp.valuein.biz/mcp
Point-in-time, survivorship-free SEC EDGAR fundamentals + smart-money signals for AI agents.
12 of 12 checks · 9 Nov 2026
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None found in GitHub Security Advisories on 10 Nov 2026.
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60 tools, in the server's own words.
search_companiesread-onlySearch for US public companies by name, ticker symbol, CIK (SEC identifier), or SIC industry code.
get_company_fundamentalsread-onlyRetrieve standardized SEC EDGAR fundamental financial metrics for a US public company.
get_valuation_metricsread-onlyGet what a US public company is TRADING AT, plus two parameter-free reference points.
get_financial_ratiosread-onlyGet pipeline-computed financial ratios from ratio.parquet.
get_sec_filing_linksread-onlyGet direct links to original SEC EDGAR filings for any US public company.
list_filing_formsread-onlyWhich 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.
latest_filingsread-onlyThe 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), accessi…
list_filing_sectionsread-onlyTable 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, …
read_filing_sectionread-onlyRead 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_filingread-onlyFind 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 …
get_capital_allocation_profileread-onlyGet a multi-year capital allocation breakdown for a US public company.
get_peer_comparablesread-onlyGet ratio-based peer comparison for a company and its closest competitors.
get_pit_universeread-onlyUse this tool to answer questions about historical index membership — e.g.
get_compute_ready_streamread-onlyReturns 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 …
describe_schemaread-onlyReturns the Parquet schema for all tables in the Valuein SEC data warehouse.
list_sopsread-onlyList Valuein's expert research playbooks — the step-by-step procedures a senior equity analyst follows, each encoding the exact tool sequence, parallel-wave gr…
get_sopread-onlyLoad one expert research playbook by name (discover names with `list_sops`).
verify_fact_lineageread-onlyUse this tool when the user asks BOTH what a financial figure is AND which filing reported it — e.g.
verify_factsread-onlyResolve MANY cited facts to their SEC filings in ONE call — the batch form of `verify_fact_lineage`.
match_derivedread-onlyCheck whether figures a report STATES can be reproduced by the engine from the SEC facts the report cites.
verify_filing_figuresread-onlyCheck numbers a report STATES against the source it says it read them in.
compare_periodsread-onlyCompare a company's core financial metrics across two fiscal periods side-by-side.
screen_universeread-onlyRank companies by cross-sectional factor scores from factor_scores.parquet.
get_earnings_signalsread-onlyReported earnings results and a model-derived earnings-trend signal for a company, by fiscal period: actual reported EPS, a trailing-trend EPS estimate (`eps_t…
and 36 more
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