Valuein — SEC EDGAR Fundamentals & Smart-Money Data

valuein/valuein

Point-in-time SEC EDGAR fundamentals from 1993 forward, streamed as Parquet and queryable through natural language or structured calls. Exposes company lookups, financial statement retrieval, ratio calculations, and semantic search over 10-K narrative sections like MD&A and risk factors. Built on 12 million filings covering 19,000 active and delisted entities, with raw XBRL tags normalized to ~286 standard concepts. Every fact carries filing_date and accepted_at timestamps to prevent look-ahead bias in backtests. Offers a free tier (S&P 500, full history) and paid tiers that unlock the full universe, smart-money datasets (insider transactions, institutional ownership), and filing-event webhooks. Supports autonomous agent payment via Machine Payment Protocol for rate-limited calls.

GitHub stars: 4
tools: 6
transport: HTTP
last updated: Nov 12, 2026

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Tools

6 tools

Public tool metadata for what this MCP can expose to an agent.

search_companySearch SEC EDGAR for a company by name or ticker. Returns CIK number, official name, ticker, exchange, and SIC code.1 params

Search SEC EDGAR for a company by name or ticker. Returns CIK number, official name, ticker, exchange, and SIC code.

Parameters* required

querystring

Company name or ticker symbol, e.g. 'Apple' or 'AAPL'

get_financialsGet structured financial data from the latest 10-K/10-Q filing. Includes revenue, net income, total assets, EPS, and more from XBRL data.1 params

Get structured financial data from the latest 10-K/10-Q filing. Includes revenue, net income, total assets, EPS, and more from XBRL data.

Parameters* required

cikstring

SEC CIK number (e.g. '0000320193' for Apple). Use search_company to find it.

get_filingsGet recent SEC filings for a company. Includes 10-K, 10-Q, 8-K, and other form types with filing dates and document links.3 params

Get recent SEC filings for a company. Includes 10-K, 10-Q, 8-K, and other form types with filing dates and document links.

Parameters* required

cikstring

SEC CIK number

form_typestring

Filter by form type: '10-K', '10-Q', '8-K', '4', 'DEF 14A', etc. Empty for all types.

limitnumber

Number of filings to return (default: 10, max: 40)default: 10

get_insider_tradesGet insider trading activity (Form 4 filings) for a company. Shows who bought/sold, dates, amounts, and prices.2 params

Get insider trading activity (Form 4 filings) for a company. Shows who bought/sold, dates, amounts, and prices.

Parameters* required

cikstring

SEC CIK number of the company

limitnumber

Number of Form 4 filings (default: 10)default: 10

search_filingsFull-text search across all SEC EDGAR filings. Search for specific terms, risk factors, revenue mentions, etc.5 params

Full-text search across all SEC EDGAR filings. Search for specific terms, risk factors, revenue mentions, etc.

Parameters* required

date_fromstring

Start date YYYY-MM-DD

date_tostring

End date YYYY-MM-DD

form_typestring

Filter by form type: '10-K', '10-Q', '8-K', etc.

limitnumber

Number of results (default: 10)default: 10

querystring

Search query, e.g. 'artificial intelligence revenue growth'

get_financial_historyGet the historical time series for a specific financial concept (e.g., Revenue, NetIncomeLoss) for a company. Shows all reported values across all filings.3 params

Get the historical time series for a specific financial concept (e.g., Revenue, NetIncomeLoss) for a company. Shows all reported values across all filings.

Parameters* required

cikstring

SEC CIK number

conceptstring

US-GAAP concept name: 'Revenues', 'NetIncomeLoss', 'Assets', 'EarningsPerShareBasic', 'OperatingIncomeLoss', 'ResearchAndDevelopmentExpense', etc.

unitstring

Unit: 'USD', 'USD/shares', 'shares', 'pure'default: USD