Connect Valuein — SEC EDGAR Fundamentals & Smart-Money Data and your agent gets 121 tools, among them approve_staged_action, cancel_scheduled_task, compare_periods. It answers at https://mcp.valuein.biz/mcp over streamable HTTP, and it listed its tools to an anonymous client, so no sign-in was needed for that. Our probes reached it 6 of 6 times since 11 September 2026; the last check, on 24 October 2026, succeeded.
Point-in-time, survivorship-free SEC EDGAR fundamentals + smart-money signals for AI agents.
Description as the publisher wrote it.
| Tool | What it does |
|---|---|
approve_staged_action | Approve a staged action by id and RUN the underlying tool call it proposed, using the caller's own current credentials — never the original proposer's. Idempotent and race-safe: an action already decided (approved by a concurrent call, reje Inputs: staged_action_id |
cancel_scheduled_task | Cancel a pending scheduled task by id (from schedule_task or list_scheduled_tasks). Only a `pending` task can be cancelled — one that already woke (completed) cannot be un-woken. Idempotent: cancelling an already-cancelled task is a no-op. Inputs: task_id |
compare_periods | Compare a company's core financial metrics across two fiscal periods side-by-side. Shows absolute and percentage changes with significance classification (minor < 5%, notable 5–15%, significant > 15%). The response includes a `material_chan Inputs: ticker, period_a, period_b, as_of_date |
compute_accretion_dilution | M&A accretion/dilution: the standard sell-side/banker quick-screen for whether a proposed acquisition adds to (accretive) or subtracts from (dilutive) the acquirer's EPS in the first pro-forma year. Pulls net income + shares outstanding for Inputs: acquirer_ticker, target_ticker, offer_price_per_share, cash_pct, synergies_pretax, cash_financing_source |
compute_dcf | Forward discounted-cash-flow valuation (two-stage Gordon-growth model): caller provides growth + WACC + terminal assumptions, returns per-share intrinsic value (`value_per_share_cents`, cents USD) + 5×5 sensitivity grid. Pulls FCF base + ne Inputs: ticker, stage1_growth_rate, wacc, terminal_growth_rate, stage1_years, fcf_base_override |
compute_lbo | Leveraged buyout returns analysis: caller provides entry/exit multiples, leverage, and a hold period; the tool builds a Day-1 pro-forma opening balance sheet from the deal's own sources & uses (cash-free, debt-free convention — entry_debt = Inputs: ticker, entry_multiple, exit_multiple, leverage_multiple, hold_period_years, revenue_growth_rate |
create_report | Synchronously generate a research report and persist it under the caller's authorship. Two subtypes: • `reverse_dcf` — solves the stage-1 free-cash-flow growth rate the market price implies, with a 5×5 sensitivity grid across WACC × termina Inputs: report_type, ticker, params, thesis_id, title, idempotency_key |
create_rule | Persist a trigger -> action rule and register it with the evaluator. 7 trigger types accepted (alert_fired, schedule_tick, inbox_item, price_threshold, filing_event, manual, scheduled_task_wake) x six action types (run_team, send_alert, cre Inputs: name, trigger, condition_expr, action, replaces_rule_id |
create_signal | Persist a signal and register it with the firing pipeline. Five condition shapes: * `filing_event` — fire when a ticker files a chosen form type (8-K, 10-K, etc.). * `ratio_threshold` — fire when a ticker's financial ratio crosses a thresho Inputs: name, condition, channel, channels, replaces_signal_id |
delete_agent | Delete one of the caller's own standing agents by id. System agents (is_system:true on get_agent/list_agents — built-in agents the platform provisions) cannot be deleted and are rejected with a clear message. Idempotent in effect: deleting Inputs: agent_id |
delete_agent_memory | Forget ONE durable memory entry by key — use it when a note you stored is now wrong, superseded, or was only ever scratch. Every entry is re-read into your context at the start of every future run, so leaving a stale one behind means re-gro Inputs: key |
delete_citation_override | Remove a user-authored citation correction by fact_id. Idempotent — deleting a missing override returns deleted=false without error. Once deleted, reports that previously rendered the corrected value revert to the canonical fact value on ne Inputs: fact_id |
delete_claim | Soft-delete a claim by id. The row and its score history are preserved for audit (archived, not erased); the claim drops out of default list_claims results. Idempotent — deleting an already-archived claim succeeds. Tier: all paid + free tie Inputs: claim_id |
delete_report | Soft-delete a report owned by the caller: status flips to `delisted`, visibility to `private` — not a hard delete, the row and R2 artifact are preserved (90-day audit window). Idempotent (deleting an already-delisted report succeeds). Sampl Inputs: report_id |
delete_rule | Delete a rule by id (from create_rule/list_rules) — removes it from both the catalog and the evaluator's scan index, so it stops firing immediately. Rules are immutable — to change one, delete then create_rule. Idempotent. Tier: sp500+ (sam Inputs: rule_id |
delete_signal | Soft-delete a signal by its id (from create_signal/list_signals): status flips to `deleted` and it is removed from the cron evaluator index so it stops firing. Signals are immutable — to change one, delete then create_signal. Idempotent. Ti Inputs: signal_id |
delete_thesis | Soft-delete a saved thesis: status flips to `archived` (the row stays for audit / re-scoring). Idempotent — archiving an already-archived thesis succeeds. Hard-delete is not supported by design; future versions may expire archived theses af Inputs: thesis_id |
delete_uploaded_document | Delete an uploaded document before its 24h TTL. Deleting a missing/already-expired/foreign id returns deleted:false rather than an error. Inputs: upload_id |
delete_watchlist | Soft-delete a watchlist by its name (not id): status flips to `archived` (still readable via list_watchlists status=all/archived). The name is freed for reuse by a new save_watchlist. Idempotent. Tier: sp500+ (sample rejected). Inputs: name |
describe_schema | Returns the Parquet schema for all tables in the Valuein SEC data warehouse. Includes table descriptions, column names, types, primary keys, and foreign-key references. Use this tool to understand the data model before querying with other t Inputs: table |
dismiss_inbox_item | Soft-delete a single inbox item by its id (from list_signal_inbox) — not a signal id; sets `dismissed_at`. The row stays queryable via `list_signal_inbox(include_dismissed=true)` for audit. Idempotent. Tier: sp500+ (sample rejected). Inputs: inbox_id |
forensic_audit | Deterministic forensic-accounting scores for a single ticker: partial Beneish M-Score, Sloan accruals, and a solvency snapshot. Returns a red-flag narrative ranked by severity, with citations to source filings. Used by the `forensic_earning Inputs: ticker |
generate_comps_xlsx | Render a peer comparables table into an Excel workbook. The Comps sheet is formatted as a named Excel Table (`ValueinPeerComps`) so the user gets one-click Insert Chart on any column — the cleanest workaround for not embedding chart objects Inputs: subject_ticker, subject_company_name, peers, notes |
generate_dcf_xlsx | Render a forward DCF result into a professional Excel workbook (Summary + 5×5 Sensitivity heatmap + Inputs sheet). Native conditional formatting — no chart images needed. Returns a 15-minute presigned R2 download URL. SERVER-TRUST: the DCF Inputs: ticker, company_name, dcf_result |
generate_lbo_xlsx | Render an LBO result into a professional Excel workbook (Summary + year-by-year Projection table + Inputs sheet). Returns a 15-minute presigned R2 download URL. SERVER-TRUST: the deal is re-derived in-Worker from the supplied `lbo_result.in Inputs: ticker, company_name, lbo_result |
generate_research_brief_docx | Render a structured research brief into a professionally-styled Word document — a branded masthead-first page (Valuein letterhead: brand rule, wordmark, 'EQUITY RESEARCH' kicker + date, then the ticker eyebrow, the title as hero, and the na Inputs: ticker, company_name, title, abstract, snapshot, sections |
get_agent | Fetch full detail for one of the caller's own standing agents by id (from save_agent/list_agents). Returns `found: false` (not an error) for an unknown id OR an id belonging to another customer — there is no distinguishing signal, by design Inputs: agent_id |
get_agent_memory | Recall this user's durable memory. Omit `key` (or pass null) to read EVERYTHING you have remembered, newest-first — do this at the START of a task to re-ground yourself. Pass a specific `key` to fetch one entry. An absent key returns an emp Inputs: key |
get_agent_run | Fetch full detail for one of the caller's own standing-agent runs by id (from list_agent_runs) — status, goal, tickers, cost, artifact ids, role breakdown, and any error. A run may have been triggered by this same agent or by the customer's Inputs: run_id |
get_blockholders | Returns SC 13D / SC 13G blockholder disclosures (5%+ stakes) for a US public company. Each row carries percent_owned, sole/shared voting + dispositive split, schedule_type, and the first-class ``going_active`` flag — TRUE when the same file Inputs: ticker, schedule_filter, as_of_date, latest_only, collapse_groups, lookback_days |
get_capital_allocation_profile | Get a multi-year capital allocation breakdown for a US public company. Shows how management deploys cash across all six categories — capex, R&D, M&A, dividends, buybacks, and debt — plus pre-computed deployment ratios (% of operating cash f Inputs: ticker, lookback_years, as_of_date |
get_claim | Fetch a single claim by id, plus the ids of theses it supports/refutes and its full append-only score history. Use this to inspect a claim's evidence, current status, and how its outcome has evolved. Tier: all paid + free tiers (sample reje Inputs: claim_id |
get_company_fundamentals | Retrieve standardized SEC EDGAR fundamental financial metrics for a US public company. Returns revenue, gross profit, operating income, net income, EPS (diluted), total assets, total liabilities, stockholders' equity, cash & equivalents, to Inputs: ticker, fiscal_year, period, as_of_date, limit, strict |
get_compute_ready_stream | Returns a short-lived (15-min) download URL for a bulk Parquet object that can be piped directly into Python/DuckDB/Polars for high-throughput computation that exceeds the MCP context window. The URL streams the object straight from Valuein Inputs: dataset_type, ticker |
get_earnings_signals | 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_trend_est`), the deviation of actual vs that trend (`eps_surprise_pct`), reported Inputs: ticker, as_of_date, limit |
get_financial_ratios | Get pipeline-computed financial ratios from ratio.parquet. Served categories: profitability (margins, ROE, ROA, ROIC), liquidity (current ratio, quick ratio), leverage (D/E, interest coverage, net debt/EBITDA), efficiency (asset turnover, i Inputs: ticker, categories, fiscal_period, as_of_date, period_end_before, limit |
get_insider_sentiment | Role-weighted insider sentiment score on a fixed [-100, +100] scale for a single issuer over a lookback window. Role weights: CEO/CFO = 3.0 (via officer_title pattern), other NEO Officer = 2.0, 10%-Owner = 1.5, Director = 1.0. P = +1, S = - Inputs: ticker, lookback_days, cluster_window_days |
get_insider_transactions | Form 3 / 4 / 5 / 144 line items for a US public company. Returns each transaction (or initial holding / proposed sale) with the insider's name, role, transaction code, share count, price, and notional. Filters by lookback window, transactio Inputs: ticker, lookback_days, transaction_codes, roles_in, min_shares, as_of_date |
get_institutional_holdings | Returns top-N institutional holders of a US public company at a specific period_end (latest by default), with aggregate institutional shares, total market value, holder count, and HHI concentration (sum of squared share-of-total percentages Inputs: ticker, period_end, as_of_date, top_n, lineage_detail |
get_manager_portfolio | Returns a 13F filer's full portfolio at a specific period_end (latest by default), with QoQ deltas vs the prior quarter (new / increased / decreased / exited / unchanged). Specify the filer either by filer_cik (preferred) or filer_name (fuz Inputs: filer_cik, filer_name, period_end, as_of_date, top_n, lineage_detail |
get_morning_brief, get_peer_comparables, get_pit_universe, get_pit_valuation_ratios, get_price_history, get_report, get_report_version, get_research_file, get_sec_filing_links, get_smart_money_flow, get_sop, get_stock_price, get_thesis, get_top_holders, get_uploaded_document, get_valuation_metrics, get_watchlist, link_claim_to_thesis, list_agent_runs, list_agents, list_citation_overrides, list_claims, list_claims_for_thesis, list_figure_reviews, list_my_reports, list_pending_approvals, list_public_claims_by_user, list_public_theses_by_user, list_report_versions, list_restatements, list_rules, list_scheduled_tasks, list_signal_inbox, list_signals, list_sops, list_theses, list_uploaded_documents, list_watchlists, mark_inbox_read, project_three_statement, publish_claim, publish_report, publish_thesis, reject_staged_action, render_report, restore_deleted, run_agent, run_backtest, run_workflow, save_agent, save_citation_override, save_claim, save_figure_review, save_freeform_report, save_thesis, save_watchlist, schedule_task, score_claim, score_due_claims, score_due_theses, score_thesis_outcome, screen_universe, search_companies, search_reports, set_agent_memory, sign_off_report, stage_action, submit_artifact_feedback, submit_feedback, test_rule, test_signal, unlink_claim_from_thesis, unpublish_claim, unpublish_report, unpublish_thesis, update_report, update_signal, verify_fact_lineage, verify_facts, verify_report_figures, watchlist_diff
Every block below points at https://mcp.valuein.biz/mcp. Pick your client and copy.
claude mcp add --transport http valuein-sec-edgar-fundamentals-s https://mcp.valuein.biz/mcp
{
"mcpServers": {
"valuein-sec-edgar-fundamentals-s": {
"command": "npx",
"args": ["-y", "mcp-remote", "https://mcp.valuein.biz/mcp"]
}
}
}{
"mcpServers": {
"valuein-sec-edgar-fundamentals-s": {
"url": "https://mcp.valuein.biz/mcp"
}
}
}{
"servers": {
"valuein-sec-edgar-fundamentals-s": {
"type": "http",
"url": "https://mcp.valuein.biz/mcp"
}
}
}{
"context_servers": {
"valuein-sec-edgar-fundamentals-s": {
"url": "https://mcp.valuein.biz/mcp"
}
}
}{
"mcpServers": {
"valuein-sec-edgar-fundamentals-s": {
"serverUrl": "https://mcp.valuein.biz/mcp"
}
}
}{
"mcpServers": {
"valuein-sec-edgar-fundamentals-s": {
"url": "https://mcp.valuein.biz/mcp"
}
}
}name: Valuein — SEC EDGAR Fundamentals & Smart-Money Data
version: 0.0.1
schema: v1
mcpServers:
- name: Valuein — SEC EDGAR Fundamentals & Smart-Money Data
type: streamable-http
url: https://mcp.valuein.biz/mcp{
"mcpServers": {
"valuein-sec-edgar-fundamentals-s": {
"httpUrl": "https://mcp.valuein.biz/mcp"
}
}
}{
"mcpServers": {
"valuein-sec-edgar-fundamentals-s": {
"type": "http",
"url": "https://mcp.valuein.biz/mcp"
}
}
}{
"mcpServers": {
"valuein-sec-edgar-fundamentals-s": {
"url": "https://mcp.valuein.biz/mcp"
}
}
}goose://extension?url=https%3A%2F%2Fmcp.valuein.biz%2Fmcp&type=streamable_http&id=valuein-sec-edgar-fundamentals-s&name=Valuein%20%E2%80%94%20SEC%20EDGAR%20Fundamentals%20%26%20Smart-Money%20Data
It answered our last check on 24 October 2026 in 263 ms. Over 6 checks since 11 September 2026 it answered 6. Status here comes from Neuronto's own probes, not from the publisher.
121, as returned by the server's own tools/list on 22 September 2026: approve_staged_action, cancel_scheduled_task, compare_periods, compute_accretion_dilution, compute_dcf, compute_lbo, create_report, create_rule, and 113 more.
It answered our last check on 24 October 2026 in 263 ms. Over 6 checks since 11 September 2026 it answered 6.
Put the server under mcpServers in ~/.cursor/mcp.json with the URL https://mcp.valuein.biz/mcp. The exact JSON is above, with the same setup for Claude Code, Claude Desktop, VS Code, Windsurf, Zed, Gemini CLI and the rest.
It listed its tools to an anonymous client, so reading the tool list needs no key. Individual tools can still ask for credentials in their own inputs.
Publisher: io.github.valuein. Endpoint host: mcp.valuein.biz. ARD identifier: urn:air:io.github.valuein:mcp:mcp-sec-edgar.
First indexed 10 September 2026. The tools are exactly what the server returned; nothing on this page
is inferred from its name. Ranking in Neuronto search is never for sale.