# Valuein Sec Edgar MCP server

Source: https://glimind.com/server/mcp-registry%2Fio.github.valuein%2Fmcp-sec-edgar
Registry id: `mcp-registry/io.github.valuein/mcp-sec-edgar`
Status: live (checked 2026-10-27T01:42:10.363Z)

## Measurements (30 days)

- Uptime: 100%
- Checks: 5041
- Outages (90 days): 0

## Install

```json
{
  "mcpServers": {
    "valuein-sec-edgar-mcp-server": {
      "type": "http",
      "url": "https://mcp.valuein.biz/mcp"
    }
  }
}
```

Claude Code:

```sh
claude mcp add --transport http valuein-sec-edgar-mcp-server https://mcp.valuein.biz/mcp
```

## Tools (130)

- `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. Idempote
- `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) c
- `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
- `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 acqui
- `compute_dcf`: Forward discounted-cash-flow valuation (two-stage Gordon-growth model): caller provides growth + WACC + terminal assumptions, returns per-share intrinsic value 
- `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 fr
- `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 
- `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_e
- `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
- `delete_agent`: Delete one of the caller's own standing agents by id. Undoable: `restore_deleted` with kind `agent` and this agent_id brings it back as it was (enabled or pause
- `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 cont
- `delete_citation_override`: Remove a user-authored citation correction by fact_id. Idempotent — deleting a missing override returns deleted=false without error. UNDOABLE: restore_deleted w
- `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. Ide
- `delete_figure_review`: Remove your own review mark for ONE figure in a report (Undo for save_figure_review), so the figure needs review again. Keyed on (report_id, figure_key). Idempo
- `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
- `delete_rule`: Delete a rule by id (from create_rule/list_rules) — hides it from the catalog and removes it from the evaluator's scan index, so it stops firing immediately. UN
- `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. 
- `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_uploaded_document`: Delete an uploaded document before its 24h TTL. UNDOABLE: restore_deleted with kind 'uploaded_document' brings it back while it is still within its 24h TTL and 
- `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 b
- `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 ref
- `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(includ
- `find_in_filing`: Find a statement, note, heading or phrase inside a 10-K / 10-Q (or amendment) and get where to read it, like grep over the filing: 'Consolidated Balance Sheets'
- `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 ran
- `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 Inse
- `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 imag
- `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.
- `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
- `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
- `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 
- `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 
- `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, sc
- `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,
- `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 s
- `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
- `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 
- `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_tr
- `get_financial_ratios`: Get pipeline-computed financial ratios from ratio.parquet. Served categories: profitability (margins, ROE, ROA, ROIC), liquidity (current ratio, quick ratio), l
- `get_fundamentals`: Get standardized fundamental data for a company
- `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 p
- `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, transactio
- `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
- `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 / 
- `get_morning_brief`: Read the caller's Morning Brief — a daily AI-generated market digest covering overnight moves across the customer's own watchlists and theses, produced by the W
- `get_peer_comparables`: Get ratio-based peer comparison for a company and its closest competitors. Peers are selected by matching 2-digit SIC industry code. Returns pipeline-computed r
- `get_pit_universe`: Use this tool to answer questions about historical index membership — e.g. "Was Company X in the S&P 500 on date Y?" or "Which companies were in the Russell 200
- `get_pit_valuation_ratios`: Current and historical valuation multiples for a company. Omit `as_of_date` and it returns today's P/E, P/S, P/B, EV/EBITDA, EV/Revenue and FCF yield, computed 
- `get_price_history`: Daily EOD bar series (OHLCV) for a company over a date range. Returns up to 252 trading-day bars oldest-first — one bar per trading day. Each bar carries: open 
- `get_report`: Fetch the current HEAD of a report by id. `format=markdown` returns the rendered body, `format=json` returns the full structured payload (sections + citations +
- `get_report_version`: Author-only fetch of a specific archived version of one of your reports, by positive-integer `version`. Returns metadata + the full payload (sections, citations
- `get_research_file`: Fetch the Auditable Research File behind one of the caller's own agent runs — the complete evidence chain an examiner asks for: the originating prompt, every to
- `get_sec_filing_links`: Get direct links to original SEC EDGAR filings for any US public company. Returns four per-filing deep links: `sec_url` (the EDGAR filing-index page listing eve
- `get_smart_money_flow`: Composite flow score on [-100, +100] aggregating insider transactions, 13F institutional Δ-shares vs the prior quarter, and SC 13D/13G blockholder changes over 
- `get_sop`: Load one expert research playbook by name (discover names with `list_sops`). Returns the full procedure: the ordered tool sequence, which calls to group into pa
- `get_stock_price`: End-of-day closing price for a company AS OF any calendar date. Pass `date` to get the close on that day; if the date falls on a weekend or market holiday, it r
- `get_thesis`: Fetch a single saved thesis by its id. Returns the full record including outcome (if scored). Returns NOT_FOUND if the id is unknown or belongs to another user.
- `get_top_holders`: Classification-aware UNION across insider transactions (latest post_transaction_shares per insider), 13F institutional holdings, and SC 13D / 13G blockholder fi
- `get_uploaded_document`: Read the extracted text of a file uploaded via POST /v1/uploads (a plain REST route, not this JSON-RPC endpoint). Use this to pull a user-attached document's co
- `get_valuation_metrics`: Get what a US public company is TRADING AT, plus two parameter-free reference points. This is NOT an opinion of intrinsic worth — for that, call `compute_dcf` w
- `get_watchlist`: Fetch a single watchlist (full ticker set + criteria) by its name, not an id (case-insensitive). NOT_FOUND if the name is unknown to this user. Tier: sp500+ (sa
- `link_claim_to_thesis`: Attach a claim to a thesis with a role: 'supports' (the claim, if true, strengthens the thesis), 'refutes' (if true, weakens it — track disconfirming evidence f
- `list_agent_runs`: List the caller's own standing-agent runs, newest first — status, goal, cost, and timing for each. A run may have been kicked off by this same agent (e.g. via c
- `list_agents`: List the caller's own standing agents (id, name, goal, tickers, agent_type, trigger config, schedule, enabled state, last/next run). Optionally filter by `agent
- `list_citation_overrides`: Author-only newest-first listing of the caller's citation corrections. Filterable by ticker (e.g. all AAPL corrections) or by a single fact_id (returns 0 or 1 r
- `list_claims`: List the caller's saved claims, most-recent-first, with AND-composed filters and cursor pagination. Filter by ticker, claim_type (assertion/prediction/judgment)
- `list_claims_for_thesis`: List the claims composing a thesis, each with its role (supports/refutes/context). This is how you read a thesis as the structured argument it is — its supporti
- `list_figure_reviews`: List every figure review recorded for one report, plus a state-count summary — the coverage view for 'which figures in this report still need a human?' A report
- `list_filing_forms`: 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. Use it to offer only forms a company
- `list_filing_sections`: Table of contents of a 10-K / 10-Q (or 10-K/A, 10-Q/A) so an agent can read the filing's WORDS: returns the form, filing/period/acceptance dates, the primary-do
- `list_my_reports`: Cursor-paginated newest-first listing of the caller's own reports (owner-scoped). Filters compose with AND; `status` defaults to 'ready' so pass status='draft' 
- `list_pending_approvals`: List the caller's own staged actions still awaiting a human decision (status='proposed'), newest-first. Use this to check what an autonomous run has queued up b
- `list_public_claims_by_user`: Return the PUBLIC claims + claim-accuracy reputation for a user identified by Stripe customer_id. Used by the /[handle] profile to render an analyst's claim-lev
- `list_public_theses_by_user`: Return the PUBLIC theses + reputation aggregate for a user identified by Stripe customer_id. Used by the /[handle] profile page to render an analyst's track rec
- `list_report_versions`: Author-only newest-first listing of a report's archived version history. Each entry summarises what changed (sections edited, etc.) so the workspace UI can rend
- `list_restatements`: List financial-statement restatements — facts a later SEC filing materially changed (>0.5% swing) from what was originally reported. Each event carries the as-r
- `list_rules`: Paginated newest-first listing of the caller's own rules. Tier: sp500+ (sample rejected).
- `list_scheduled_tasks`: Paginated newest-first listing of the caller's own scheduled (deferred) tasks — transparency into what an agent has queued for the future. Filter by `status` (p
- `list_signal_inbox`: Newest-first listing of the caller's in-app inbox. Items are signal FIRES with a `dashboard` channel — written by the cron evaluator (or `test_signal`) — plus p
- `list_signals`: Paginated newest-first listing of the caller's signals (id, condition, channel, status, trigger_count, evaluator health). Filter by `status` (active/paused/dele
- `list_sops`: List Valuein's expert research playbooks — the step-by-step procedures a senior equity analyst follows, each encoding the exact tool sequence, parallel-wave gro
- `list_theses`: Return the caller's saved theses, newest-first. Filters: ticker (exact), view, status. Cursor-based pagination — pass `next_cursor` from the previous response t
- `list_uploaded_documents`: List the caller's currently-active uploaded documents (filename, size, char count — no full text; call get_uploaded_document for that). Uploads expire 24h after
- `list_watchlists`: Paginated newest-first listing of the caller's watchlists (id, name, tickers, status, counts). Filter by `status` (active/archived/all). Returns metadata only —
- `mark_inbox_read`: Set `read_at` on a single inbox item by its id (from list_signal_inbox or the signals feed resource) — not a signal id. Idempotent — re-marking does NOT reset t
- `match_derived`: Check whether figures a report STATES can be reproduced by the engine from the SEC facts the report cites. For each `{ token, ticker, fact_ids }` it tries every
- `project_three_statement`: Linked forward Income Statement / Balance Sheet / Cash Flow projection, seeded from the company's latest historical annual period. The balance sheet ties out (a
- `publish_claim`: Make a saved claim discoverable by flipping its visibility: `public` (default) surfaces it on the author's /[handle] profile and counts toward their claim-accur
- `publish_report`: Publish a report for FREE at `listed` or `unlisted` visibility to build your public author profile. `listed` makes it discoverable via `search_reports` (keyword
- `publish_thesis`: Make a saved thesis discoverable by flipping its visibility: `public` (default) surfaces it on the author's /[handle] profile and counts toward their reputation
- `read_filing_section`: Read one section of a 10-K / 10-Q (or amendment) as plain text: MD&A (10-K `7`, 10-Q `I-2`), Risk Factors (`1A`, `II-1A`), Legal Proceedings, Controls, a financ
- `reject_staged_action`: Reject a staged action by id. Terminal — the underlying tool is NEVER called, and a rejected (or otherwise already-decided) action can never be flipped back by 
- `render_report`: Return a 15-minute presigned download URL for a report in the requested binary format. `format=md` presigns the cached markdown — instant, no compute. `format=d
- `restore_deleted`: Undo a delete: restores a thesis, watchlist, signal, claim or report that `delete_*` archived, a rule, citation override or uploaded document that `delete_*` re
- `run_agent`: Fire one of the caller's own standing agents now, out of band from its schedule. For agent_type="autonomous" this costs money — it settles against the owner's o
- `run_backtest`: A SMALL, BOUNDED, in-Worker sanity-check backtest — NOT a full-universe backtesting engine. Answers a quick question like 'does this factor actually work on the
- `run_workflow`: Resolve a saved workflow by id and return a structured execution plan for a single ticker. Each plan entry names a real MCP tool or SOP plus its ticker-substitu
- `save_agent`: Create or update a standing agent — a saved {goal + tickers + schedule} that fires either a fixed step recipe (agent_type="workflow", free/deterministic) or an 
- `save_citation_override`: Persist a correction of a citation value. The correction is keyed on the canonical `fact_id` (a stable hash of CIK + accession + concept + period) so it applies
- `save_claim`: Persist a single falsifiable, evidence-backed CLAIM — the atomic unit of the research graph. Use this for each discrete assertion an analysis produces (e.g. 'NV
- `save_figure_review`: Record (or update) the review state of ONE figure inside a report — the durable answer to 'has a human traced this number back to its filing?' Upsert keyed on (

Measured by Glimind (https://glimind.com): MCP handshake + tool list only, no tool is ever called. CC BY 4.0.