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Valuein — SEC EDGAR Fundamentals & Smart-Money Data

by valueinversion 3.17.0i★ –iRuns in the cloud
Registry nameio.github.valuein/mcp-sec-edgar

Install

Overview

Description from the maker (original English)

Point-in-time, survivorship-free SEC EDGAR fundamentals + smart-money signals for AI agents.

PopNx MCP’s three pillars

These three are never merged into one score: opinions, measurements and popularity are different things.

What you can do with it

We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.

Install

Pick the AI app you use, then copy the settings.

Before you install

  • Basic checks: 2 of 2 passed
  • Runs on the maker’s server: what you ask it goes through their server.
  • The registry lists no key to fill in.

You need

Which app do you use?

Pick your app above. We remember it, so next time the button says “Install in …”.

Works in Claude on the web, desktop and mobile:

  1. Open Settings → Connectors
  2. Press Add custom connector
  3. Paste the address below and press Add
  4. If it asks you to sign in, sign in with the maker
SettingsConnectors1+ Add2https://…3
https://mcp.valuein.biz/mcp

Run this in your terminal

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

Open in Cursor

Or copy the settings yourself

Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json

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

Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.

Open in VS Code

Or copy the settings yourself

Paste into .vscode/mcp.json in your project

{
  "servers": {
    "sec-edgar": {
      "type": "http",
      "url": "https://mcp.valuein.biz/mcp"
    }
  }
}

Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.

ChatGPT connects only to servers on the internet:

  1. Open ChatGPT on the web → Settings → Connectors (Apps)
  2. Press Create or Add (some plans need Developer mode under Advanced first)
  3. Paste the address below, give it a name and save
  4. If it asks you to sign in, sign in with the maker
SettingsConnectors1+ Create2https://…3
https://mcp.valuein.biz/mcp

Menu names can differ slightly by plan and over time.

Your choice stays on this device in a cookie; no account needed.

These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.

What it can do

We have not read this server’s tool list yet; we check endpoints in rotation.

Basic checksi

We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 7, 2026

  • ✓ Pass

    Maker matches the repo

    The registry name was verified with the GitHub account valuein, which owns the repo

  • … Not checked yet

    Still maintained

    We have not read this repo from GitHub yet

  • … Not checked yet

    Has a licence

    We have not read this repo from GitHub yet

  • ✓ Pass

    Endpoint responds

    Responded in 438 ms (HTTP 200)

  • – Not applicable

    Sign-in with OAuth

    No sign-in needed

  • … Not checked yet

    No hidden instructions in tool descriptions

    Not checked yet; we read the tool list when we check the endpoint

Compared with others in Otheri

  • More stars than 0% of the other 32684 servers in this category
  • Published to the registry more recently than 100% of the other 32684 servers in this category
  • Basic checks equal to or better than 100% of the other 32684 servers in this category

Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.

Common questions

Is Valuein — SEC EDGAR Fundamentals & Smart-Money Data safe?

It passed 2 of 2 applicable basic checks. We have not read the code. Before adding a key or token, see what access the server asks for and use a key with only the permissions you need.

What keys or codes does it need?

The registry does not list a required key, though some servers ask you to sign in on first use.

Does it run on my computer or in the cloud?

It runs in the maker’s cloud. Connect over the internet with nothing to install, but what you send passes through the maker’s servers.

Is it still maintained?

The GitHub repo last changed –, and the latest version (3.17.0) reached the registry today.

Which apps can use it?

Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. It connects by URL, so apps that accept remote MCP servers work too, such as ChatGPT in developer mode.

What can I use instead?

In the same category: Spec Driven Development, Remote Desktop Commander, Master CSS

Alternatives

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Master CSS

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README from the maker

Open the README

Copied from the maker’s repo as written. PopNx MCP has not reviewed or endorsed it. HTML, images and scripts are removed. Links lead off this site.

Valuein — SEC EDGAR fundamentals for analysts, quants, and AI agents

Point-in-time, survivorship-free SEC fundamentals — built for AI agents, safe enough for institutions that fear AI. Every number is born in a filing and carries a fact_id; the model never mints a digit. Streamed as Parquet, queried with DuckDB or natural language, reproducible run to run.

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.

pip install "valuein-sdk>=7.1.0" # data for code

or add this URL to any MCP-capable AI client:

https://mcp.valuein.biz/mcp # data for agents


What's in here

You want to…Go to
Try the SDK in 30 seconds without a tokenQuickstart
See every channel we ship throughDistribution channels
Check pricing and what each plan unlocksPlans & access
See why AI agents are first-class citizens hereBuilt for AI agents
Connect an AI agent (Claude, Copilot, ChatGPT, Cursor…)MCP for AI agents
Set up the Workspace by role (analyst, PM, quant, creator)docs/WORKSPACE_GUIDE.md
Read the data modelData model
Find a quick recipe by roleRecipes by role
Run end-to-end Python examplesexamples/python/
Run interactive notebooks (Colab)examples/notebooks/
Read the methodology / SLA / complianceDocumentation
Report a data error or request a featureSupport & community
Contribute an example or notebookCONTRIBUTING.md

The data product

Survivorship-bias-free, point-in-time US fundamentals sourced directly from SEC EDGAR.

  • Every SEC-reporting US public company since 1993 — 10-K, 10-Q, 8-K, 20-F, 40-F, and amendments, for active and delisted companies alike: every bankruptcy, merger, and delisting stays in
  • Raw XBRL tags normalized to canonical `standard_concept` names plus materialized financial ratios (FY + TTM); unmapped tags are exposed under 'Other' rather than dropped
  • Parquet tables — fundamentals, ratios, index membership, restatement events, price history with a total-return index, plus the smart-money and Form ADV adviser tables on the Institutional tier
  • Cloud Parquet on Cloudflare R2 — stream with DuckDB; no database setup, no local downloads
  • PIT-correct — every fact carries filing_date and millisecond-precision accepted_at

Counts move with every snapshot, so this page does not copy them; read them live. client.manifest() returns the snapshot id, last_updated and your plan's tables; curl -s https://data.valuein.biz/v1/sample/manifest.json | jq .schema_version prints the live schema version; https://data.valuein.biz/v1/plans gives each plan's universe size and history window; docs/data_catalog.md lists the canonical concepts and ratios.

Why it's different
PropertyWhat it means for you
🕒 Point-in-timefiling_date <= trade_date removes look-ahead bias. accepted_at gives intraday resolution for same-day signals.
⚖️ Survivorship-bias freeDelisted, bankrupt, and acquired companies remain in every snapshot — your backtest sees the universe the market saw.
📊 Standardized conceptsBoth the raw XBRL tag (fact.concept) and the canonical name (fact.standard_concept) are on every row. No hidden mapping table.
🔍 CPA-verified catalogEvery standard_concept carries a review_confidence — 1.0 once an accountant has signed off on its name, statement and rule (then it's locked; the pipeline only ever adds new concepts, never mutates a verified one), 0.7 while provisional. Filter review_confidence >= 1.0 for the labels analysts, quants and AI models can agree on and train against.
🚀 DuckDB-nativeMillisecond analytics over remote Parquet via httpfs. Zero database provisioning.
🔁 Append-only restatementsA 10-K/A adds a new row — the original stays. Reconstruct the as-reported view of any historical date.
🧾 Measured, published accuracyMathematical consistency checked against published, cited accounting identities — CI-gated, and re-derivable yourself with one DuckDB command. The current measured figure lives in docs/accuracy/baseline.json.
🔐 One token, every channelThe same Bearer token authenticates the SDK, MCP server, and bulk-data API.

Built for AI agents

Valuein is MCP-first and agent-agnostic: the same typed tool surface works in Claude, Copilot, ChatGPT, Perplexity, Gemini, Grok, Cursor, or your own LangGraph / CrewAI agent. The design goal is simple — the model never mints a number. Numbers are born in tools, carried as provenance-tagged facts, and the model is only allowed to arrange words around figures it was handed.

GuaranteeHow it's enforced
Fact-level lineageEvery figure a tool returns carries a fact_id and its source filing; verify_fact_lineage round-trips any fact_id back to the exact SEC filing URL in one call.
Zero look-aheadEvery time-series tool accepts as_of_date and reconstructs the information set as of that date — the same PIT discipline the Parquet layer enforces for backtests.
Reproducible runsDeterministic, idempotent tools: same inputs, same output. No rolling windows, no hidden "latest". Agents can cache, retry, and replay; you can reproduce a run later.
Agent-agnostic stateTheses, claims, watchlists, signals, and reports persist server-side across sessions *and across clients* — save a thesis from Claude today, list it from Cursor tomorrow.
Human-on-the-loop (HOTL)Mutating and outward-facing tool actions go through a staged-action approval ledger: the agent proposes, a human approves, and the decision lands in an immutable audit entry. Read-only tools never stage.
Governed managed runsServer-side managed agent runs execute at temperature 0 with a model allow-list and destructive-tool stripping — reproducible research, not improvisation.
Graded track recordsSaved theses and claims are scored against subsequent fundamentals and prices; publishing builds a public, verifiable track record — your agent keeps score.

The full tool reference is in docs/MCP_TOOLS.md; agent-facing runtime instructions are in AGENTS.md.


Distribution channels

The same dataset, delivered four ways so it lands where you already work.

ChannelAudienceEndpoint / install
Python SDKQuants, engineers, data scientistspip install valuein-sdk · PyPI
MCP serverAI agents (Claude, Copilot, ChatGPT, Cursor, custom)https://mcp.valuein.biz/mcp · server.json
Web dashboardRetail, executives, non-technical usersvaluein.biz
Bulk data APIB2B partners, fintech platformshttps://data.valuein.biz · contact us

A single Stripe-issued token unlocks every channel at your tier — no per-channel billing.


Plans & access

Pricing and feature scope are mirrored from valuein.biz/pricing — the website is the source of truth and our checkout flow routes to the correct Stripe product.

PlanUniverseHistoryGet it
SampleEvery S&P 500 member since 1996, former members included5 calendar years + YTDFree, no signup: pip install "valuein-sdk>=7.1.0"
BenchmarkEvery S&P 500 member since 1996, former members includedFull historyFree, register
ProFull active + delisted universe incl. foreign issuers (20-F, 40-F), fundamentals datasetRolling point-in-time windowSubscribe
InstitutionalSame universe + smart-money dataset (insider transactions on Forms 3/4/5/144 + institutional ownership on Forms 13F/13D/13G)Full history back to 1993Subscribe
EnterpriseOrganisations and teams, by Enterprise Agreement: the whole dataset, multi-seat · display in your own products and client deliverables, with attribution, where the Order Form says so · dedicated infrastructure · negotiated scopeCustomsales@valuein.biz

Redistribution, resale and white-label are not part of any plan, Enterprise included: data vendors and platforms sign a separate Redistribution Licence (sales@valuein.biz).

Prices, universe sizes, history windows and rate limits are served live; read them instead of a copy:

curl -s https://data.valuein.biz/v1/plans \

| jq '.plans[] | {displayName, priceUsd, universeSize, earliestYear, perMinute, perHour}'

Each tier removes a *different* buyer objection — Pro removes the universe + history limits on the fundamentals dataset; Institutional adds the smart-money dataset (insider transactions + institutional ownership), unlimited history back to 1993, filing-event webhooks, and a single-seat internal-use licence (no redistribution); Enterprise is for organisations and teams: an Enterprise Agreement for multi-seat use and, where the Order Form says so, display in your own products and client deliverables with attribution, plus dedicated infrastructure, service levels and bespoke contracts. Redistribution, resale and white-label need a separate Redistribution Licence, which no plan includes.

How you pay: three parts, no run limits

Subscribe for the data. Pay only for the AI you use.

  1. Subscription = data. Your plan sets how much of the market you can see (companies, years of history, filing types, datasets), plus API rate limits, daily bulk downloads, webhooks, licence and support. Plans: Sample, Benchmark, Pro, Institutional, Enterprise.
  2. Balance = AI work. One balance pays for Valuein AI chat, agent runs and coverage reads. There are no run limits and no per-run fee: a run costs only the AI compute it uses. Every plan includes a monthly compute allowance, and new accounts start with a welcome credit. Using your own Anthropic or OpenAI key costs nothing on our side.
  3. Pay per call = AI agents without an account. An agent can pay per request by card (below).
Pay-per-call (MPP)

Autonomous AI agents that hit a rate or tier limit can pay per reque

Only the beginning is shown; read the rest in the repo

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