# valuein.biz

Institutional-grade SEC financial data for AI agents — in one line of config.

## Quick Start

```bash
# Connect this server (installs CLI if needed)
npx -y @smithery/cli@latest mcp add valuein/mcp-sec-edgar

# Browse available tools
npx -y @smithery/cli@latest tool list valuein/mcp-sec-edgar

# Get full schema for a tool
npx -y @smithery/cli@latest tool get valuein/mcp-sec-edgar search_companies

# Call a tool
npx -y @smithery/cli@latest tool call valuein/mcp-sec-edgar search_companies '{}'
```

## Direct MCP Connection

Endpoint: `https://valuein-mcp.run.tools`

## Tools (15)

- `search_companies` — Search for US public companies by name, ticker symbol, CIK (SEC identifier), or SIC industry code. Returns ticker, comp…
- `get_company_fundamentals` — Retrieve standardized SEC EDGAR fundamental financial metrics for a US public company. Returns revenue, net income, EPS…
- `get_valuation_metrics` — Get comprehensive valuation and profitability metrics for a US public company. Returns per-period data combining comput…
- `get_financial_ratios` — Get pipeline-computed financial ratios from the ratio table. Covers 7 categories: profitability (margins, ROE, ROA, ROI…
- `get_sec_filing_links` — Get direct links to original SEC EDGAR filings (10-K, 10-Q, 8-K, 20-F, etc.) for any US public company. Returns both th…
- `get_capital_allocation_profile` — Get a multi-year capital allocation breakdown for a US public company. Shows how management deploys free cash flow acro…
- `get_peer_comparables` — Get ratio-based peer comparison for a company and its closest competitors. Peers are selected by matching 2-digit SIC i…
- `get_pit_universe` — Get a survivorship-free universe of companies valid on a specific historical date. Critical for bias-free quantitative …
- `get_compute_ready_stream` — Get a pre-signed Cloudflare R2 URL for direct Parquet file access. Use this when the query requires bulk data that exce…
- `describe_schema` — Returns the Parquet schema for all tables in the Valuein SEC data warehouse. Includes table descriptions, column names,…
- `verify_fact_lineage` — Verify the provenance of a financial data point by its deterministic fact_id hash. Returns the full lineage chain: enti…
- `compare_periods` — Compare a company's core financial metrics across two fiscal periods side-by-side. Shows absolute and percentage change…
- `screen_universe` — Rank companies by cross-sectional factor scores (ROE, margins, Piotroski, etc). Returns percentile ranks where 1.0 = be…
- `get_earnings_signals` — Trend-based earnings expectations and surprise metrics. EPS trend is the trailing 4-quarter average; surprise_pct shows…
- `search_filing_text` — Semantic search over SEC 10-K and 10-Q narrative sections — Risk Factors, MD&A, Business, Legal Proceedings, and Contro…

```bash
# Get full input/output schema for a tool
npx -y @smithery/cli@latest tool get valuein/mcp-sec-edgar <tool-name>
```

## Prompts (8)

- `margin_and_moat_teardown` (ticker) — Systematic 5-year analysis of a company's operational efficiency and competitive moat. Chains fundamentals → valuation …
- `peer_benchmarking_memo` (ticker) — Produces a structured relative-value memo comparing a company to its closest peers. Chains search_companies → peer_comp…
- `survivorship_free_backtest` (start_date, end_date, index, sector) — Sets up a bias-free quantitative backtest by defining the historical universe and providing Parquet URLs for bulk data …
- `pit_factor_constructor` (factor_type, sector, as_of_date) — Guides construction of a quantitative factor (Quality, Value, Momentum) across a sector universe using ratio.parquet da…
- `quality_and_risk_audit` (ticker) — Evaluates capital structure safety and dividend sustainability for portfolio risk-adjusted sizing. Chains fundamentals …
- `capital_allocation_review` (ticker, lookback_years) — Evaluates management's capital allocation decisions over a multi-year period. Chains capital_allocation_profile → valua…
- `ratio_deep_dive` (ticker) — Comprehensive ratio profile for a single company spanning all 7 ratio categories (profitability, liquidity, leverage, e…
- `sector_ratio_screen` (sector, screen_type, as_of_date) — Cross-sectional ratio ranking across a sector to surface the highest-quality or best-value companies. Chains get_pit_un…