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TickerFacts

by tickerfacts.com · remote · no sign-in to list tools · v0.1.0 · published by com.tickerfacts

SEC EDGAR fundamentals as agent tools: look up or screen US public companies. Free, no key, CC0.

Final · 1
CompareRegistry entry

10 tools: 1 do something that can't be undone and 9 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 fundamentals https://tickerfacts.com/mcp

Tools

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

10 tools

Can't be undone 1Claude Code: ask
  • send_feedbackReport what you needed from TickerFacts and did not get, what looked wrong, what was confusing, or what worked.No findings

    Why it is in this group

    • The name "send_feedback" says "send": a word for sending, and what is sent cannot be taken back.
    Description, as the server wrote it
    Report what you needed from TickerFacts and did not get, what looked wrong, what was confusing, or what worked. Call this whenever a tool call fails or a result lacks a figure, period, company or filter your user's task needed; say what the user was trying to accomplish and exactly which fields, periods, companies or filters would have solved it. Also call it once at the end of a session that went well, naming what was useful. Reports are read by the maintainers and drive what gets added; there is no reply channel unless you give a contact. Free-text fields are bounded; nothing is published.

    Annotations the server declares

    • destructiveHint: false
    • idempotentHint: false
    • openWorldHint: false
    • readOnlyHint: false
    • title: Tell TickerFacts what you needed
Only reads 9Claude Code: allow
  • get_cashflow_inputsDated per-period cash-flow inputs for a US public company: operating cash flow, capital expenditure, net income and shares outstanding, each with its own period start and end, unit…No findings

    Why it is in this group

    • The name "get_cashflow_inputs" says "get": a word for reading.
    Description, as the server wrote it
    Dated per-period cash-flow inputs for a US public company: operating cash flow, capital expenditure, net income and shares outstanding, each with its own period start and end, unit, filing date, SEC accession number and source URL. Values sharing a period end are matched on duration and currency before being grouped. Returns observations only: no discount rate, no terminal assumption, no fair value and no price target. For research and education only; not financial advice or a recommendation to buy, sell or hold.

    Annotations the server declares

    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • readOnlyHint: true
    • title: Cash-flow inputs
  • get_company_evidenceRead short, verified primary-source passages for reviewed company events, with source URLs, section labels, dates, hashes and predecessor links where reviewed.No findings

    Why it is in this group

    • The name "get_company_evidence" says "get": a word for reading.
    Description, as the server wrote it
    Read short, verified primary-source passages for reviewed company events, with source URLs, section labels, dates, hashes and predecessor links where reviewed. Selective coverage only: no passages means unreviewed, not no events. Quotes normalize whitespace; financial histories are not automatically reconciled across events.

    Annotations the server declares

    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • readOnlyHint: true
    • title: Reviewed filing passages
  • get_company_researchCompany filings, quarterly insider transaction disclosures, aliases, headquarters and legal-entity relationships, with source licenses and explicit coverage dates.No findings

    Why it is in this group

    • The name "get_company_research" says "get": a word for reading.
    Description, as the server wrote it
    Company filings, quarterly insider transaction disclosures, aliases, headquarters and legal-entity relationships, with source licenses and explicit coverage dates. Not a live trading feed. For research and education only; not financial advice or an investment signal.

    Annotations the server declares

    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • readOnlyHint: true
    • title: Company filings and insiders
  • get_county_contextCensus ACS resident characteristics (housing costs, income, education, occupation mix) with published 90% margins of error, plus BLS QCEW private-industry jobs, pay and year-over-y…No findings

    Why it is in this group

    • The name "get_county_context" says "get": a word for reading.
    Description, as the server wrote it
    Census ACS resident characteristics (housing costs, income, education, occupation mix) with published 90% margins of error, plus BLS QCEW private-industry jobs, pay and year-over-year growth by NAICS code with a national reference row, for one US county by FIPS code or name. Resident and workplace populations are different and must not be combined into one rate; missing and suppressed values are unavailable, not zero. Describes a place, not any company's operating or revenue exposure. For research and education only; not financial advice.

    Annotations the server declares

    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • readOnlyHint: true
    • title: County economy
  • get_economic_contextSelected government Treasury yields (daily) and BLS inflation, employment and wage series (monthly), with observation dates, units and reuse provenance.No findings

    Why it is in this group

    • The name "get_economic_context" says "get": a word for reading.
    Description, as the server wrote it
    Selected government Treasury yields (daily) and BLS inflation, employment and wage series (monthly), with observation dates, units and reuse provenance. Returns the last year of observations unless since is given. For research and education only; not financial advice.

    Annotations the server declares

    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • readOnlyHint: true
    • title: Treasury and BLS series
  • get_fundamentalsSEC-derived annual observations with exact dates, units and source filings for a US public company, by ticker symbol (use search_companies to find one by name), plus trailing-twelv…No findings

    Why it is in this group

    • The name "get_fundamentals" says "get": a word for reading.
    Description, as the server wrote it
    SEC-derived annual observations with exact dates, units and source filings for a US public company, by ticker symbol (use search_companies to find one by name), plus trailing-twelve-month figures and the latest quarterly balances (latest_interim) when a 10-Q is newer than the annual report. Pass quarters (1 to 12) or period "quarterly" for single fiscal quarters (income, cash flow and balances, each reported or the difference of two reported year-to-date figures, named in derivation); reporting says whether the quarter after the latest report has ended without a report yet. Each year also carries computed ratios (margins, return on equity, leverage, revenue_growth; any metric's change as <metric>_growth) and notes on figures that are not comparable with the year before (a restatement or a stock split between them): do not compute a change across a noted year. Includes coverage gaps, metric definitions, requested/canonical identity, dataset SHA-256 and research links. Empty annual history is unavailable, not zero; current-CIK history is not reconciled across reorganizations. Data traces to SEC EDGAR filings. For research and education only; not financial advice or a recommendation to buy, sell or hold.

    Annotations the server declares

    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • readOnlyHint: true
    • title: Company fundamentals
  • get_fundamentals_batchRead annual fundamentals for 1 to 20 comma-separated ticker symbols in one request.No findings

    Why it is in this group

    • The name "get_fundamentals_batch" says "get": a word for reading.
    Description, as the server wrote it
    Read annual fundamentals for 1 to 20 comma-separated ticker symbols in one request. Defaults to one newest period per issuer; optional metrics projection. Each result keeps requested/canonical identity and source lineage; unknown tickers produce per-entry errors. No historical point-in-time filtering.

    Annotations the server declares

    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • readOnlyHint: true
    • title: Fundamentals for several companies
  • screen_companiesFind US public companies whose latest annual period fundamentals match filters (minimum revenue, margins, ROE, growth; sector; profitable-only), sorted and limited.No findings

    Why it is in this group

    • The description's first verb is "find": a word for reading.
    Description, as the server wrote it
    Find US public companies whose latest annual period fundamentals match filters (minimum revenue, margins, ROE, growth; sector; profitable-only), sorted and limited. Returns a ranked list of companies with their key figures. Data traces to SEC EDGAR filings. For research and education only; not financial advice or a recommendation to buy, sell or hold.

    Annotations the server declares

    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • readOnlyHint: true
    • title: Screen companies
  • search_companiesFind US public companies by name or ticker, forgiving typos, best match first: ticker, SEC CIK, readable name, exchange, SEC sector and industry, and the end of the latest annual p…No findings

    Why it is in this group

    • The name "search_companies" says "search": a word for reading.
    Description, as the server wrote it
    Find US public companies by name or ticker, forgiving typos, best match first: ticker, SEC CIK, readable name, exchange, SEC sector and industry, and the end of the latest annual period on file. Includes companies that have left the ticker directory (listing_status former). Use it to turn a company name into the ticker the other tools take.

    Annotations the server declares

    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • readOnlyHint: true
    • title: Find a company

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 0.1.0. Values in angle brackets are yours to fill in.

claude mcp add --transport http fundamentals https://tickerfacts.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__fundamentals__get_fundamentals",
      "mcp__fundamentals__screen_companies",
      "mcp__fundamentals__get_company_research",
      "mcp__fundamentals__get_economic_context",
      "mcp__fundamentals__get_fundamentals_batch",
      "mcp__fundamentals__get_company_evidence",
      "mcp__fundamentals__get_county_context",
      "mcp__fundamentals__get_cashflow_inputs",
      "mcp__fundamentals__search_companies"
    ],
    "ask": [
      "mcp__fundamentals__send_feedback"
    ],
    "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 fundamentals. Review it before you use it.