# Valuein MCP server

> Provides point-in-time, survivorship-free SEC EDGAR fundamentals and smart-money signals for AI agents and financial analysts.

- Repository: https://github.com/valuein/valuein
- Page: https://hostedmcp.org/servers/valuein/valuein
- Transport: remote
- Stars: 4
- License: Apache-2.0
- Latest version: 3.29.2

## Install

### Claude Code

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

### Cursor (`~/.cursor/mcp.json`)

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

### VS Code (`.vscode/mcp.json`)

```json
{
  "servers": {
    "valuein": {
      "type": "http",
      "url": "https://mcp.valuein.biz/mcp"
    }
  }
}
```

### Codex (`~/.codex/config.toml`)

```toml
[mcp_servers.valuein]
url = "https://mcp.valuein.biz/mcp"
```

### Gemini CLI (`~/.gemini/settings.json`)

```json
{
  "mcpServers": {
    "valuein": {
      "httpUrl": "https://mcp.valuein.biz/mcp"
    }
  }
}
```

## Environment variables

| Name | Required | Secret | Description |
|---|---|---|---|
| `VALUEIN_API_KEY` | no | no |  |

## Tools (20)

- `search_companies`
- `describe_schema`
- `get_pit_universe`
- `get_company_fundamentals`
- `get_financial_ratios`
- `get_valuation_metrics`
- `get_capital_allocation_profile`
- `get_sec_filing_links`
- `verify_fact_lineage`
- `compare_periods`
- `get_peer_comparables`
- `screen_universe`
- `get_compute_ready_stream`
- `get_insider_transactions`
- `get_institutional_holdings`
- `get_manager_portfolio`
- `get_blockholders`
- `publish_report`
- `unpublish_report`
- `search_reports`

## FAQ

### What kind of data does Valuein provide?

It provides survivorship-bias-free, point-in-time US fundamentals sourced from SEC EDGAR, including 10-K, 10-Q, and 8-K filings for active and delisted companies.

### Can I use the data without a database setup?

Yes, the data is streamed as Parquet via Cloudflare R2, allowing you to query it with DuckDB without local downloads or database provisioning.

### Does the data include delisted companies?

Yes, the dataset includes every SEC-reporting US public company since 1993, including bankrupt, merged, and delisted companies to prevent survivorship bias.