Valuein — SEC EDGAR Fundamentals & Smart-Money Data MCP Tools
Valuein — SEC EDGAR Fundamentals & Smart-Money Data exposes 121 tools. Each one has its own page with the configuration for every client that can run this server.
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search_companiesRead-onlysearch companies
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get_company_fundamentalsRead-onlyget company fundamentals
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get_valuation_metricsRead-onlyget valuation metrics
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get_financial_ratiosRead-onlyget financial ratios
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get_sec_filing_linksRead-onlyget sec filing links
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get_capital_allocation_profileRead-onlyget capital allocation profile
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get_peer_comparablesRead-onlyget peer comparables
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get_pit_universeRead-onlyget pit universe
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get_compute_ready_streamRead-onlyget compute ready stream
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describe_schemaRead-onlydescribe schema
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list_sopsRead-onlylist sops
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get_sopRead-onlyget sop
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verify_fact_lineageverify fact lineage
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verify_factsverify facts
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compare_periodscompare periods
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screen_universescreen universe
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get_earnings_signalsRead-onlyget earnings signals
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list_restatementsRead-onlylist restatements
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submit_feedbacksubmit feedback
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submit_artifact_feedbacksubmit artifact feedback
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get_insider_transactionsRead-onlyget insider transactions
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get_institutional_holdingsRead-onlyget institutional holdings
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get_manager_portfolioRead-onlyget manager portfolio
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get_blockholdersRead-onlyget blockholders
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get_insider_sentimentRead-onlyget insider sentiment
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get_top_holdersRead-onlyget top holders
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get_smart_money_flowRead-onlyget smart money flow
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save_thesissave thesis
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list_thesesRead-onlylist theses
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get_thesisRead-onlyget thesis
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delete_thesisMutatingdelete thesis
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restore_deletedrestore deleted
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score_thesis_outcomescore thesis outcome
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score_due_thesesscore due theses
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run_workflowMutatingrun workflow
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list_public_theses_by_userRead-onlylist public theses by user
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publish_thesisMutatingpublish thesis
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unpublish_thesisunpublish thesis
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save_claimsave claim
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list_claimsRead-onlylist claims
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get_claimRead-onlyget claim
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delete_claimMutatingdelete claim
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link_claim_to_thesislink claim to thesis
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unlink_claim_from_thesisunlink claim from thesis
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list_claims_for_thesisRead-onlylist claims for thesis
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score_claimscore claim
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score_due_claimsscore due claims
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list_public_claims_by_userRead-onlylist public claims by user
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publish_claimMutatingpublish claim
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unpublish_claimunpublish claim
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save_citation_overridesave citation override
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list_citation_overridesRead-onlylist citation overrides
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delete_citation_overrideMutatingdelete citation override
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save_figure_reviewsave figure review
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list_figure_reviewsRead-onlylist figure reviews
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get_research_fileRead-onlyget research file
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sign_off_reportsign off report
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verify_report_figuresverify report figures
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save_watchlistsave watchlist
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list_watchlistsRead-onlylist watchlists
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get_watchlistRead-onlyget watchlist
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delete_watchlistMutatingdelete watchlist
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set_agent_memoryMutatingset agent memory
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get_agent_memoryRead-onlyget agent memory
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delete_agent_memoryMutatingdelete agent memory
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watchlist_diffwatchlist diff
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create_signalMutatingcreate signal
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update_signalMutatingupdate signal
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list_signalsRead-onlylist signals
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delete_signalMutatingdelete signal
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test_signaltest signal
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list_signal_inboxRead-onlylist signal inbox
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mark_inbox_readmark inbox read
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dismiss_inbox_itemdismiss inbox item
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stage_actionstage action
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list_pending_approvalsRead-onlylist pending approvals
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approve_staged_actionapprove staged action
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reject_staged_actionreject staged action
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schedule_taskschedule task
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list_scheduled_tasksRead-onlylist scheduled tasks
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cancel_scheduled_taskMutatingcancel scheduled task
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create_ruleMutatingcreate rule
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list_rulesRead-onlylist rules
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delete_ruleMutatingdelete rule
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test_ruletest rule
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get_morning_briefRead-onlyget morning brief
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list_agent_runsRead-onlylist agent runs
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get_agent_runRead-onlyget agent run
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save_agentsave agent
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list_agentsRead-onlylist agents
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get_agentRead-onlyget agent
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delete_agentMutatingdelete agent
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run_agentMutatingrun agent
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create_reportMutatingcreate report
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get_reportRead-onlyget report
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list_my_reportsRead-onlylist my reports
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delete_reportMutatingdelete report
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publish_reportMutatingpublish report
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unpublish_reportunpublish report
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search_reportsRead-onlysearch reports
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compute_dcfcompute dcf
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forensic_auditforensic audit
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get_stock_priceRead-onlyget stock price
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get_price_historyRead-onlyget price history
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get_pit_valuation_ratiosRead-onlyget pit valuation ratios
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run_backtestMutatingrun backtest
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project_three_statementproject three statement
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compute_lbocompute lbo
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compute_accretion_dilutioncompute accretion dilution
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update_reportMutatingupdate report
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list_report_versionsRead-onlylist report versions
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get_report_versionRead-onlyget report version
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render_reportrender report
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save_freeform_reportsave freeform report
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get_uploaded_documentRead-onlyget uploaded document
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list_uploaded_documentsRead-onlylist uploaded documents
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delete_uploaded_documentMutatingdelete uploaded document
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generate_dcf_xlsxgenerate dcf xlsx
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generate_research_brief_docxgenerate research brief docx
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generate_comps_xlsxgenerate comps xlsx
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generate_lbo_xlsxgenerate lbo xlsx
This list was read from the server itself, by connecting to it and calling tools/list on 24 September 2026. It is what
the server actually exposes, not what its listing claims.
Mutating and Read-only are read off each tool's name, not its schema — a hint, not a guarantee. The registry stores tool names only; connect the server for its live schemas.