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Directory / Valuein — SEC EDGAR Fundamentals & Smart-Money Data

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.

111 tools✓ no account neededPricing: on their site
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82 /100
PASS · WITH NOTES

12 of 12 checks · 9 Nov 2026

Test it now for current results

At a glance

Runs where
On their server. What you send to it goes to them.
What you need
Nothing: it answered without a login
Tools
111 tools
Its own safety labels
70 read-only, 14 labeled as deleting or destroying, 27 labeled as changing things
Memory it takes
About 65,900 tokens of your AI's memory, just for its tool descriptions
Largest answer
About 221.2 KB in our test
Tools that look alike
1 pair of tools with nearly the same description, so the AI may pick the wrong one
Speed
Average answer in our test: 863 ms

Tokens are an estimate: the characters in its tool names, descriptions and inputs, divided by 4. The exact number depends on your AI model. Safety labels are what the server says about itself. From our latest test, 9 Nov 2026.

Is Valuein — SEC EDGAR Fundamentals & Smart-Money Data MCP server safe?

A test can only see what the server shows from outside, not what it does with your data behind the scenes. Connect servers from makers you trust.

What this test does not check

What QAmcp can and can't see · How to tell if an MCP server is safe · Hidden instructions · Prompt injection

Known security advisories

None found in GitHub Security Advisories on 10 Nov 2026.

That means none were published there, not that there are no problems. QAmcp tests how a server behaves. It does not scan source code.

What it can do

60 tools, in the server's own words.

search_companiesread-only

Search for US public companies by name, ticker symbol, CIK (SEC identifier), or SIC industry code.

get_company_fundamentalsread-only

Retrieve standardized SEC EDGAR fundamental financial metrics for a US public company.

get_valuation_metricsread-only

Get what a US public company is TRADING AT, plus two parameter-free reference points.

get_financial_ratiosread-only

Get pipeline-computed financial ratios from ratio.parquet.

get_sec_filing_linksread-only

Get direct links to original SEC EDGAR filings for any US public company.

list_filing_formsread-only

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.

latest_filingsread-only

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), accessi…

list_filing_sectionsread-only

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, …

read_filing_sectionread-only

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…

find_in_filingread-only

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 …

get_capital_allocation_profileread-only

Get a multi-year capital allocation breakdown for a US public company.

get_peer_comparablesread-only

Get ratio-based peer comparison for a company and its closest competitors.

get_pit_universeread-only

Use this tool to answer questions about historical index membership — e.g.

get_compute_ready_streamread-only

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 …

describe_schemaread-only

Returns the Parquet schema for all tables in the Valuein SEC data warehouse.

list_sopsread-only

List 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-only

Load one expert research playbook by name (discover names with `list_sops`).

verify_fact_lineageread-only

Use this tool when the user asks BOTH what a financial figure is AND which filing reported it — e.g.

verify_factsread-only

Resolve MANY cited facts to their SEC filings in ONE call — the batch form of `verify_fact_lineage`.

match_derivedread-only

Check whether figures a report STATES can be reproduced by the engine from the SEC facts the report cites.

verify_filing_figuresread-only

Check numbers a report STATES against the source it says it read them in.

compare_periodsread-only

Compare a company's core financial metrics across two fiscal periods side-by-side.

screen_universeread-only

Rank companies by cross-sectional factor scores from factor_scores.parquet.

get_earnings_signalsread-only

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_t…

and 36 more

Test results

Safe mode: only tools labeled read-only were run. How the test works

Test it yourself

Free and open source. Same checks, same score.

npx qamcp-cli https://mcp.valuein.biz/mcp

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Score over time

One test so far. New tests will show here.

Reviews

Coming soon: reviews from people who use Valuein — SEC EDGAR Fundamentals & Smart-Money Data, signed in with GitHub, one per person. Reviews never change the score.

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