mcp-sec-edgar

Valuein serves point-in-time, survivorship-bias-free SEC EDGAR financial data to AI agents: standardized fundamentals (income statement, balance sheet, cash flow, ratios, valuation) for 19,000+ active and delisted US public companies back to 1993, plus institutional smart-money signals (insider Forms 3/4/5/144 and 13F/13D/13G holdings) on the Institutional tier. Every time-series tool accepts an `as_of_date` for zero-look-ahead backtesting. Resolve a company with `search_companies`, then pull data with `get_company_fundamentals`, `get_financial_ratios`, `get_valuation_metrics`, or `compute_dcf`; the `equity_research_brief` and `screen_and_shortlist` prompts orchestrate complete workflows. Theses, watchlists, signals, and reports persist across sessions. Each tool documents its minimum plan and returns a structured `featureNotAvailable` envelope (with an upgrade_url) instead of failing silently when the caller's tier is insufficient. PROVENANCE RULES — Valuein tools return financial