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MeritValue

by meritvalue.com · remote · no sign-in to list tools · v2.1.0 · published by com.meritvalue

Intrinsic stock value from SEC filings: DCF, EPV, Graham, moat signals. Deterministic, not guessed.

Changes · 1
CompareRegistry entry

7 tools: 1 change things and 6 only read.

Scanned Oct 21, 2026

No check matched anything in the tool definitions. No finding is not a safety guarantee. How the checks work.

claude mcp add --transport http meritvalue https://mcp.meritvalue.com/mcp

Tools

Open a tool for its reasons and full description. Descriptions are the publisher's own words, shown as they are.

7 tools

Changes things 1Claude Code: ask
  • screen_undervaluedRank covered companies by a chosen model's value.No findings

    Why it is in this group

    • Nothing in its name or description says what it does, so it is counted as a write.
    • The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.
    Description, as the server wrote it
    Rank covered companies by a chosen model's value. Requires a key with screening enabled — a 403 means the key lacks it, which is a plan limit and not an error to retry.

    Annotations the server declares

    • readOnlyHint: true
    • openWorldHint: false
Only reads 6Claude Code: allow
  • get_business_qualityIs this a good business?No findings

    Why it is in this group

    • The name "get_business_quality" says "get": a word for reading.
    Description, as the server wrote it
    Is this a good business? Return on invested capital (or equity) against its cost of capital, and what management has done with the share count. Returns the year-by-year series as well as the averages, so the reading can be disputed without losing the evidence. These are signals, not verdicts — present them that way.

    Annotations the server declares

    • readOnlyHint: true
    • openWorldHint: false
  • get_expected_returnAt a price you supply, the annual return the base case implies.No findings

    Why it is in this group

    • The name "get_expected_return" says "get": a word for reading.
    Description, as the server wrote it
    At a price you supply, the annual return the base case implies. MeritValue holds no market-data licence, so it never returns a live quote — the caller must provide the price. Ask the user for it, or have them check a broker; do not guess one, and do not present a guessed price as a real one.

    Annotations the server declares

    • readOnlyHint: true
    • openWorldHint: false
  • get_fundamentalsNormalized fundamentals per fiscal year — revenue, earnings, cash flow, capex, debt, shares — each carrying the CIK, accession number and XBRL tag it came from.No findings

    Why it is in this group

    • The name "get_fundamentals" says "get": a word for reading.
    Description, as the server wrote it
    Normalized fundamentals per fiscal year — revenue, earnings, cash flow, capex, debt, shares — each carrying the CIK, accession number and XBRL tag it came from. Use when the user wants the underlying numbers or asks where a figure came from. Foreign filers report in their home currency; read the currency field.

    Annotations the server declares

    • readOnlyHint: true
    • openWorldHint: false
  • get_intrinsic_valueEvery valuation model's verdict plus the fair-value range: DCF (5Y/10Y), earnings-power value, Graham number, P/E reversion.No findings

    Why it is in this group

    • The name "get_intrinsic_value" says "get": a word for reading.
    Description, as the server wrote it
    Every valuation model's verdict plus the fair-value range: DCF (5Y/10Y), earnings-power value, Graham number, P/E reversion. Refusals are included and are meaningful — a DCF declining to value a bank is a result, not a gap. Never present a refused model as missing data, and never substitute another model's number for it.

    Annotations the server declares

    • readOnlyHint: true
    • openWorldHint: false
  • get_thesisThe thesis for a company, computed from its SEC filings: business quality and fair value in one breath.No findings

    Why it is in this group

    • The name "get_thesis" says "get": a word for reading.
    Description, as the server wrote it
    The thesis for a company, computed from its SEC filings: business quality and fair value in one breath. Deterministic — the same filings always produce the same sentences — and byte-identical to what meritvalue.com shows. Returns null when the filings support neither a moat read nor a fair value, rather than inventing one. Use this first when asked whether a company is worth owning.

    Annotations the server declares

    • readOnlyHint: true
    • openWorldHint: false
  • search_companiesResolve a company name or partial ticker to covered companies — 'coca cola' finds KO.No findings

    Why it is in this group

    • The name "search_companies" says "search": a word for reading.
    Description, as the server wrote it
    Resolve a company name or partial ticker to covered companies — 'coca cola' finds KO. Use this before the other tools when you have a name rather than a symbol. Coverage is US filers with SEC filings.

    Annotations the server declares

    • readOnlyHint: true
    • openWorldHint: false

This is not a safety rating, and no finding is not a safety guarantee. The groups and findings come from fixed checks of the tool definitions the server returned on the date shown, not from its code or what it does when called. How the checks work.

Install

Pinned to version 2.1.0. Values in angle brackets are yours to fill in.

claude mcp add --transport http meritvalue https://mcp.meritvalue.com/mcp

Run in a terminal.

Claude Code permissions

Allow the reads, ask before a change, deny the deletes. Paste into .claude/settings.json.

.claude/settings.json
{
  "permissions": {
    "allow": [
      "mcp__meritvalue__get_thesis",
      "mcp__meritvalue__get_business_quality",
      "mcp__meritvalue__get_intrinsic_value",
      "mcp__meritvalue__get_expected_return",
      "mcp__meritvalue__get_fundamentals",
      "mcp__meritvalue__search_companies"
    ],
    "ask": [
      "mcp__meritvalue__screen_undervalued"
    ],
    "deny": []
  }
}

Tools that only read are allowed, tools that change things ask first, tools that delete or cancel are denied. It assumes the server is installed as meritvalue. Review it before you use it.