search_companies
Read-only
search companies
biz.valuein/mcp
Point-in-time, survivorship-free SEC EDGAR fundamentals + smart-money signals for AI agents.
transport:streamable-http
tools:111
Target client
run in your project directory
claude mcp add --transport http mcp https://mcp.valuein.biz/mcpsetup guides: Claude Code Claude Desktop Cursor VS Code Zed Windsurf Cline Gemini CLI Grok ChatGPT Claude.ai LangChain
Adds it for this project only. Append --scope user to make it available everywhere. Claude Code docs
get_company_fundamentals
Read-only
get company fundamentals
get_valuation_metrics
Read-only
get valuation metrics
get_financial_ratios
Read-only
get financial ratios
get_sec_filing_links
Read-only
get sec filing links
list_filing_forms
Read-only
list filing forms
latest_filings
latest filings
list_filing_sections
Read-only
list filing sections
read_filing_section
Read-only
read filing section
find_in_filing
Read-only
find in filing
get_capital_allocation_profile
Read-only
get capital allocation profile
get_peer_comparables
Read-only
get peer comparables
get_pit_universe
Read-only
get pit universe
get_compute_ready_stream
Read-only
get compute ready stream
describe_schema
Read-only
describe schema
list_sops
Read-only
list sops
get_sop
Read-only
get sop
verify_fact_lineage
verify fact lineage
verify_facts
verify facts
match_derived
match derived
verify_filing_figures
verify filing figures
compare_periods
compare periods
screen_universe
screen universe
get_earnings_signals
Read-only
get earnings signals
list_restatements
Read-only
list restatements
explain_restatement
explain restatement
submit_feedback
submit feedback
submit_artifact_feedback
submit artifact feedback
get_insider_transactions
Read-only
get insider transactions
get_institutional_holdings
Read-only
get institutional holdings
get_manager_portfolio
Read-only
get manager portfolio
get_blockholders
Read-only
get blockholders
get_insider_sentiment
Read-only
get insider sentiment
get_top_holders
Read-only
get top holders
get_smart_money_flow
Read-only
get smart money flow
restore_deleted
restore deleted
undo_change
undo change
run_workflow
Mutating
run workflow
save_citation_override
save citation override
list_citation_overrides
Read-only
list citation overrides
delete_citation_override
Mutating
delete citation override
save_figure_review
save figure review
list_figure_reviews
Read-only
list figure reviews
delete_figure_review
Mutating
delete figure review
get_research_file
Read-only
get research file
sign_off_report
sign off report
verify_report_figures
verify report figures
save_watchlist
save watchlist
list_watchlists
Read-only
list watchlists
get_watchlist
Read-only
get watchlist
delete_watchlist
Mutating
delete watchlist
set_agent_memory
Mutating
set agent memory
get_agent_memory
Read-only
get agent memory
delete_agent_memory
Mutating
delete agent memory
watchlist_diff
watchlist diff
create_signal
Mutating
create signal
update_signal
Mutating
update signal
list_signals
Read-only
list signals
delete_signal
Mutating
delete signal
test_signal
test signal
list_signal_inbox
Read-only
list signal inbox
mark_inbox_read
mark inbox read
dismiss_inbox_item
dismiss inbox item
stage_action
stage action
list_pending_approvals
Read-only
list pending approvals
approve_staged_action
approve staged action
reject_staged_action
reject staged action
schedule_task
schedule task
list_scheduled_tasks
Read-only
list scheduled tasks
cancel_scheduled_task
Mutating
cancel scheduled task
create_rule
Mutating
create rule
list_rules
Read-only
list rules
delete_rule
Mutating
delete rule
test_rule
test rule
get_morning_brief
Read-only
get morning brief
list_agent_runs
Read-only
list agent runs
get_agent_run
Read-only
get agent run
save_agent
save agent
list_agents
Read-only
list agents
get_agent
Read-only
get agent
delete_agent
Mutating
delete agent
run_agent
Mutating
run agent
create_report
Mutating
create report
get_report
Read-only
get report
check_report_figures_current
Read-only
check report figures current
list_my_reports
Read-only
list my reports
delete_report
Mutating
delete report
publish_report
Mutating
publish report
unpublish_report
unpublish report
search_reports
Read-only
search reports
compute_dcf
compute dcf
forensic_audit
forensic audit
get_stock_price
Read-only
get stock price
get_price_history
Read-only
get price history
get_pit_valuation_ratios
Read-only
get pit valuation ratios
run_backtest
Mutating
run backtest
project_three_statement
project three statement
compute_lbo
compute lbo
compute_accretion_dilution
compute accretion dilution
update_report
Mutating
update report
list_report_versions
Read-only
list report versions
get_report_version
Read-only
get report version
render_report
render report
save_freeform_report
save freeform report
get_uploaded_document
Read-only
get uploaded document
list_uploaded_documents
Read-only
list uploaded documents
delete_uploaded_document
Mutating
delete uploaded document
generate_dcf_xlsx
generate dcf xlsx
generate_research_brief_docx
generate research brief docx
generate_comps_xlsx
generate comps xlsx
generate_lbo_xlsx
generate lbo xlsx
30 prompts you invoke yourself
32 resources you attach as context
Mutating and Read-only are read off each tool's name, not its schema — a hint, not a guarantee. Check the server's own documentation before granting access.