🏛️

Valuein SEC EDGAR MCP

v1.0.0

Parsing & CleaningRemote

Valuein SEC EDGAR MCP exposes standardized XBRL facts, ratios, peer comparison, and screening. S&P 500 tier is free (1993–present); Pro from $49/mo for full universe. Complements local mcp-sec: this service focuses on structured ratios; mcp-sec on full-text search.

📖 Docs 🔗 Source

§ Connection Config

Transport Type: remote

Server Address

https://mcp.valuein.biz/mcp

Request Headers

Authorization: Bearer {env:VALUEIN_API_TOKEN}

Required Credentials

Valuein Bearer TokenRequired

Obtain after free S&P500 registration; same token as the SDK.

Type: headerApply →

§ Quickstart

Add the following to your MCP client configuration (Cursor, Claude Desktop, etc.):

Settings → Tools & MCP → New MCP Server. Replace YOUR_TOKEN with your Valuein Bearer token.

MCP Client Configuration

{
  "mcpServers": {
    "valuein-sec-edgar": {
      "type": "streamableHttp",
      "url": "https://mcp.valuein.biz/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_TOKEN"
      }
    }
  }
}

View full setup guide →

§ Tools Reference

5 tools

search_companies

Search US companies by name or ticker

Parameter	Type	Required	Description
query	string	✓	Search query

get_company_fundamentals

Get standardized income, balance sheet, and cash flow

Parameter	Type	Required	Description
ticker	string	✓	Ticker

get_financial_ratios

Get ROE, margins, leverage, and other ratios

Parameter	Type	Required	Description
ticker	string	✓	Ticker

get_peer_comparables

Auto-select peers and compare ratios side-by-side

Parameter	Type	Required	Description
ticker	string	✓	Target ticker

get_sec_filing_links

Get SEC links for 10-K/10-Q/8-K filings

Parameter	Type	Required	Description
ticker	string	✓	Ticker

§ Examples

Once configured, you can ask the AI directly:

Fundamental screen

Screen S&P500 stocks with ROE>15% and P/E<25

Uses factor screening tools

Peer comparison

Compare AAPL margins and valuation ratios vs peers

Calls get_peer_comparables