MCP Tools
Financial Data
Company profiles, financials, SEC filings, and stock prices. Public data, no API keys.
Pull company fundamentals and market data. All public, no keys required.
What you can do
- Company profile — name, exchange, industry, fiscal year end.
- Key financials — nine headline metrics with year-over-year change.
- Search filings — 10-K, 10-Q, 8-K, and more, with document links.
- Stock prices — current quote and historical OHLCV.
Boundaries (read these first)
- SEC tools return summaries, not full filing text. To read a 10-K's actual text, take the document URL from
sec_search_filingsand fetch it withWebFetch. - Market tools give no valuation multiples. PE, market cap, and the like are not provided — compute them yourself from
sec_get_financialsplus the current price. - US-listed companies only, looked up by ticker.
SEC tools
| Tool | Input | Returns |
|---|---|---|
sec_get_company | ticker | Name, CIK, exchange, SIC industry, fiscal year end, location |
sec_get_financials | ticker | Nine metrics from the latest annual report + YoY |
sec_search_filings | ticker, form_type?, count? | Filing list (form / date / period / document URL) |
sec_get_financials returns: Revenue, Gross Profit, Operating Income, Net Income, Total Assets, Total Liabilities, Stockholders Equity, Cash & Equivalents, Operating Cash Flow. For full statements or segment data, open the 10-K via sec_search_filings.
sec_search_filings: form_type is one of 10-K, 10-Q, 8-K, S-1, DEF 14A, or empty for all (default); count is 1–50 (default 10).
Market tools
| Tool | Input | Returns |
|---|---|---|
market_get_quote | ticker | Current price, change, previous close, day & 52-week range, volume, exchange |
market_get_historical | ticker, range?, interval? | Period overview + the most recent OHLCV bars |
market_get_historical: range is 1mo / 3mo / 6mo / 1y (default) / 2y / 5y / ytd / max; interval is 1d (default) / 1wk / 1mo.
Using it in a Skill
- Read a filing's text:
sec_search_filings(form_type="10-K", count=1)→ take the document URL →WebFetchit. - Value a company: combine
sec_get_financials(fundamentals) withmarket_get_quote(price) and compute the multiples yourself. - Research flow:
sec_get_company(locate the industry) →sec_get_financials(the numbers) →sec_search_filings+WebFetch(the narrative).