// MCP TOOL REFERENCE

VALUEIN — SEC EDGAR FUNDAMENTALS & SMART-MONEY DATA TOOLS

68 tools from the Valuein — SEC EDGAR Fundamentals & Smart-Money Data MCP Server, categorised by risk level.

View the Valuein — SEC EDGAR Fundamentals & Smart-Money Data policy → Token cost: 26,932 tokens →

// ALL 68 VALUEIN — SEC EDGAR FUNDAMENTALS & SMART-MONEY DATA TOOLS

READ 46 tools

Read compare_periods Compare a company's core financial metrics across two fiscal periods side-by-side. Shows absolute and perce... Read compute_dcf Forward discounted-cash-flow valuation (two-stage Gordon-growth model): caller provides growth + WACC + ter... Read describe_schema Returns the Parquet schema for all tables in the Valuein SEC data warehouse. Includes table descriptions, c... Read forensic_audit Deterministic forensic-accounting scores for a single ticker: partial Beneish M-Score, Sloan accruals, and ... Read get_blockholders Returns SC 13D / SC 13G blockholder disclosures (5%+ stakes) for a US public company. Each row carries perc... Read get_capital_allocation_profile Get a multi-year capital allocation breakdown for a US public company. Shows how management deploys cash ac... Read get_claim Fetch a single claim by id, plus the ids of theses it supports/refutes and its full append-only score histo... Read get_company_fundamentals Retrieve standardized SEC EDGAR fundamental financial metrics for a US public company. Returns revenue, gro... Read get_compute_ready_stream STATUS: pending — direct R2 Parquet access is in private beta (ETA 2026-Q3). Calls return 501 FEATURE_NOT_... Read get_earnings_signals Reported earnings results and a model-derived earnings-trend signal for a company, by fiscal period: actual... Read get_financial_ratios Get pipeline-computed financial ratios from ratio.parquet. Served categories: profitability (margins, ROE, ... Read get_insider_sentiment Role-weighted insider sentiment score on a fixed [-100, +100] scale for a single issuer over a lookback win... Read get_insider_transactions Form 3 / 4 / 5 / 144 line items for a US public company. Returns each transaction (or initial holding / pro... Read get_institutional_holdings Returns top-N institutional holders of a US public company at a specific period_end (latest by default), wi... Read get_manager_portfolio Returns a 13F filer's full portfolio at a specific period_end (latest by default), with QoQ deltas vs the p... Read get_peer_comparables Get ratio-based peer comparison for a company and its closest competitors. Peers are selected by matching 2... Read get_pit_universe Use this tool to answer questions about historical index membership — e.g. "Was Company X in the S&P 500 on... Read get_report Fetch the current HEAD of a report by id. `format=markdown` returns the rendered body, `format=json` return... Read get_report_version Author-only fetch of a specific archived version of one of your reports, by positive-integer `version`. Ret... Read get_sec_filing_links Get direct links to original SEC EDGAR filings for any US public company. Returns two per-filing deep links... Read get_smart_money_flow Composite flow score on [-100, +100] aggregating insider transactions, 13F institutional Δ-shares vs the pr... Read get_thesis Fetch a single saved thesis by its id. Returns the full record including outcome (if scored). Returns NOT_F... Read get_top_holders Classification-aware UNION across insider transactions (latest post_transaction_shares per insider), 13F in... Read get_valuation_metrics Get comprehensive valuation and profitability metrics for a US public company. Returns per-period data comb... Read get_watchlist Fetch a single watchlist (full ticker set + criteria) by its name, not an id (case-insensitive). NOT_FOUND ... Read link_claim_to_thesis Attach a claim to a thesis with a role: 'supports' (the claim, if true, strengthens the thesis), 'refutes' ... Read list_alert_inbox Newest-first listing of the caller's in-app alert inbox. Each item is a single FIRE of an alert with a `das... Read list_alerts Paginated newest-first listing of the caller's alerts (id, condition, channel, status, trigger_count, evalu... Read list_citation_overrides Author-only newest-first listing of the caller's citation corrections. Filterable by ticker (e.g. all AAPL ... Read list_claims List the caller's saved claims, most-recent-first, with AND-composed filters and cursor pagination. Filter ... Read list_claims_for_thesis List the claims composing a thesis, each with its role (supports/refutes/context). This is how you read a t... Read list_my_reports Cursor-paginated newest-first listing of the caller's own reports (owner-scoped). Filters compose with AND;... Read list_public_claims_by_user Return the PUBLIC claims + claim-accuracy reputation for a user identified by Stripe customer_id. Used by t... Read list_public_theses_by_user Return the PUBLIC theses + reputation aggregate for a user identified by Stripe customer_id. Used by the /[... Read list_report_versions Author-only newest-first listing of a report's archived version history. Each entry summarises what changed... Read list_theses Return the caller's saved theses, newest-first. Filters: ticker (exact), view, status. Cursor-based paginat... Read list_watchlists Paginated newest-first listing of the caller's watchlists (id, name, tickers, status, counts). Filter by `s... Read score_claim Resolve a claim's outcome. By default auto-grades an `auto` claim by evaluating its verifiable_condition ag... Read score_due_claims Find every auto-gradable claim that is due (assertions in open/needs_review/stale; predictions whose horizo... Read score_due_theses Find every thesis past its horizon with no outcome yet, and grade each via `score_thesis_outcome`. Operates... Read score_thesis_outcome Grade a saved thesis against fundamental momentum since its creation. Pulls revenue / operating-margin / EP... Read search_companies Search for US public companies by name, ticker symbol, CIK (SEC identifier), or SIC industry code. Returns ... Read search_filing_text Semantic search over SEC 10-K / 10-Q narrative sections — Risk Factors, MD&A, Business, Legal Proceedings, ... Read test_alert Fire a synthetic notification through the alert's configured channel. Use this immediately after `create_al... Read verify_fact_lineage Use this tool when the user asks BOTH what a financial figure is AND which filing reported it — for example... Read watchlist_diff Return new SEC filings across the caller's watchlist tickers since a given date. Reads filing.parquet — doe...

WRITE 12 tools

Write create_alert Persist an alert and register it with the firing pipeline. Three condition shapes: * `filing_event` — fir... Write create_report Synchronously generate a research report and persist it under the caller's authorship. Two subtypes: • `re... Write generate_comps_xlsx Render a peer comparables table into an Excel workbook. The Comps sheet is formatted as a named Excel Table... Write generate_dcf_xlsx Render a forward DCF result into a professional Excel workbook (Summary + 5×5 Sensitivity heatmap + Inputs ... Write generate_research_brief_docx Render a structured research brief into a professionally-styled Word document — cover, abstract, optional s... Write mark_inbox_read Set `read_at` on a single inbox item by its id (from list_alert_inbox or the alerts feed resource) — not an... Write save_citation_override Persist a correction of a citation value. The correction is keyed on the canonical `fact_id` (a stable hash... Write save_claim Persist a single falsifiable, evidence-backed CLAIM — the atomic unit of the research graph. Use this for e... Write save_thesis Persist a directional investment thesis (bull / bear / neutral) on a ticker. The thesis becomes part of the... Write save_watchlist Upsert a named watchlist with a list of tickers. Replace semantics — the full ticker list is the source of ... Write screen_universe Rank companies by cross-sectional factor scores from factor_scores.parquet. Returns the underlying factors ... Write update_report Replace one or more sections of an existing report owned by the caller. Useful for authoring workflows wher...

DESTRUCTIVE 8 tools

Destructive delete_alert Soft-delete an alert by its id (from create_alert/list_alerts): status flips to `deleted` and it is removed... Destructive delete_citation_override Remove a user-authored citation correction by fact_id. Idempotent — deleting a missing override returns del... Destructive delete_claim Soft-delete a claim by id. The row and its score history are preserved for audit (archived, not erased); th... Destructive delete_report Soft-delete a report owned by the caller: status flips to `delisted`, visibility to `private` — not a hard ... Destructive delete_thesis Soft-delete a saved thesis: status flips to `archived` (the row stays for audit / re-scoring). Idempotent —... Destructive delete_watchlist Soft-delete a watchlist by its name (not id): status flips to `archived` (still readable via list_watchlist... Destructive dismiss_inbox_item Soft-delete a single inbox item by its id (from list_alert_inbox) — not an alert id; sets `dismissed_at`. T... Destructive unlink_claim_from_thesis Remove the link between a claim and a thesis. Idempotent — succeeds whether or not the link existed. The cl...

EXECUTE 2 tools

Execute render_report Return a 15-minute presigned download URL for a report in the requested binary format. `format=md` presign... Execute run_workflow Resolve a saved workflow by id and return a structured execution plan for a single ticker. Each plan entry ...

// FAQ

How many tools does the Valuein — SEC EDGAR Fundamentals & Smart-Money Data MCP server have? +

The Valuein — SEC EDGAR Fundamentals & Smart-Money Data MCP server exposes 68 tools across 4 categories: Read, Write, Destructive, Execute.

How do I enforce policies on Valuein — SEC EDGAR Fundamentals & Smart-Money Data tools? +

Route the Valuein — SEC EDGAR Fundamentals & Smart-Money Data server through the PolicyLayer gateway. Define allow, deny, or approval rules per tool in the dashboard — they are enforced on every call before it reaches the server.

What risk categories do Valuein — SEC EDGAR Fundamentals & Smart-Money Data tools fall into? +

Valuein — SEC EDGAR Fundamentals & Smart-Money Data tools are categorised as Read (46), Write (12), Destructive (8), Execute (2). Each category has a recommended default policy.

Let agents act without letting them run wild.

Route your MCP servers through PolicyLayer and every tool call is checked against your policy before it runs — allow, deny, or require approval. Per-identity grants. Full audit log. Live in minutes.

SECURE YOUR MCP →

Free to start. No card required.

4,600+ MCP servers and 31,000+ tools scanned and risk-classified.