Valuein - SEC EDGAR Fundamentals & Smart-Money Data MCP Server

This repository is the public home and discovery hub for the Valuein data platform. It hosts the documentation, examples, notebooks, and the MCP registry manifest used by AI agents to find us. Source code for the SDK, MCP server, and data pipeline lives in dedicated repositories - this is the front door. Its 20 documented tools cover universe, report. It is available as a remote MCP endpoint.

Teams that work with universe and report and want a hosted endpoint instead of running a local process. The project is written in Python.

VERIFIED ACTIVE

LAST COMMIT 2026-09-17 · ★ 2 · #178 OF 208 MAINTAINED DOCUMENTATION · VERIFIED 2026-09-18

Apache-2.0 · Python servers · how we verify → /methodology

01 · Install Valuein - SEC EDGAR Fundamentals & Smart-Money Data

before you install - you'll need

VALUEIN_API_KEY

Environment variables documented in the project's README - it lists which are required and which have defaults.

Claude Code

claude mcp add valuein-valuein --transport http https://mcp.valuein.biz/mcp

Claude Desktop / Cursor / VS Code - add to config

{
  "mcpServers": {
    "valuein-valuein": {
      "url": "https://mcp.valuein.biz/mcp"
    }
  }
}

Same JSON for Cursor. For VS Code, rename the top-level key from `mcpServers` to `servers`.

Using another client? Same JSON, different key

Claude Desktop · mcpServers

Cursor · mcpServers

VS Code · servers

Windsurf · mcpServers

Zed · context_servers

Cline · mcpServers

Roo Code · mcpServers

Continue · mcpServers

LibreChat · mcpServers

Gemini CLI · mcpServers

Codex CLI · mcp_servers

Full setup guides: every client.

02 · Evidence

https://mcp.valuein.biz/mcp

transport: streamable-http

endpoint alive - responded to MCP initialize · probed 2026-09-17

Security posture

What to check before giving this server access to your agent - from the registry, GitHub, and our own probes. We don't score safety; we show what's verifiable.

runs as remote - your agent's requests go to mcp.valuein.biz

endpoint auth accepted our unauthenticated MCP initialize - no credentials needed to connect

license Apache-2.0 - declared in the repository

registry namespace io.github.valuein is GitHub-verified and matches the repo owner

03 · What Valuein - SEC EDGAR Fundamentals & Smart-Money Data can do

Prose above is summarized from the project's README and registry record - no invented capabilities.

What you can build

With this server connected, an agent can read columns, types, and descriptions for any table, publish a saved report to your public profile (@handle) as a shareable /r/[slug] page, and search the public report catalog by ticker, author, or keyword (keyword catalog search).

Capability map

Tools grouped from the project's README - what Valuein - SEC EDGAR Fundamentals & Smart-Money Data lets an agent do.

read & search

15 tools - e.g. Look up tickers, names, CIKs; filter by sector, S&P 500, active status; Return columns, types, and descriptions for any table; The live constituent list (S&P 500 or all) for any historical as_of_date

search_companies · describe_schema · get_pit_universe · get_company_fundamentals · get_financial_ratios · get_valuation_metrics…

Verify

1 tool - e.g. Trace any number back to the exact filing + accession ID it came from

verify_fact_lineage

Compare

1 tool - e.g. Side-by-side comparison across periods with material-change flags

compare_periods

Screen

1 tool - e.g. Multi-factor screen across the universe

screen_universe

create & write

1 tool - e.g. Publish a saved report to your public profile (@handle) as a shareable /r/[slug] page

publish_report

Unpublish

1 tool - e.g. Take a previously published report private again

unpublish_report

04 · Who maintains Valuein - SEC EDGAR Fundamentals & Smart-Money Data

Valuein - SEC EDGAR Fundamentals & Smart-Money Data is maintained by valuein. It's the only MCP server we track from this author; the repo dates to Apr 2026.

05 · Facts

repository: github.com/valuein/valuein
website: https://valuein.biz/
category: documentation - ranked #178 of 208 actively-maintained documentation servers as of 2026-09-18.
registry: io.github.valuein/mcp-sec-edgar (active, first published 2026-04-21 · 82 versions)

06 · Valuein - SEC EDGAR Fundamentals & Smart-Money Data FAQ

Is Valuein - SEC EDGAR Fundamentals & Smart-Money Data still maintained?

Yes - as of 2026-09-18, its last commit was 2026-09-17. We re-verify nightly.

What can Valuein - SEC EDGAR Fundamentals & Smart-Money Data do?

How do I install Valuein - SEC EDGAR Fundamentals & Smart-Money Data?

Run `claude mcp add valuein-valuein --transport http https://mcp.valuein.biz/mcp`. The README documents one environment variable (VALUEIN_API_KEY) to set first. You can also paste the ready-made client config above.

Does Valuein - SEC EDGAR Fundamentals & Smart-Money Data require authentication?

No - the endpoint accepted our unauthenticated MCP initialize when probed on 2026-09-17; you can connect without credentials.

07 · Alternatives to Valuein - SEC EDGAR Fundamentals & Smart-Money Data

Alternatives to Valuein - SEC EDGAR Fundamentals & Smart-Money Data

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Pairs well with

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