TickerFacts
SEC EDGAR fundamentals as agent tools: look up or screen US public companies. Free, no key, CC0.
Connect it
Settings → Connectors → Add custom connector
URL: https://tickerfacts.com/mcpSettings → Apps & Connectors → Advanced → Developer mode
Create connector with URL: https://tickerfacts.com/mcp{
"mcpServers": {
"fundamentals": {
"url": "https://tickerfacts.com/mcp"
}
}
}claude mcp add --transport http fundamentals https://tickerfacts.com/mcp{
"servers": {
"fundamentals": {
"type": "http",
"url": "https://tickerfacts.com/mcp"
}
}
}10 tools, verified live
get_fundamentalsread-onlySEC-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, ea
screen_companiesread-onlyFind 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.
get_company_researchread-onlyCompany 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.
get_economic_contextread-onlySelected 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.
get_fundamentals_batchread-onlyRead 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.
get_company_evidenceread-onlyRead 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.
get_county_contextread-onlyCensus 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 u
get_cashflow_inputsread-onlyDated 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 valu
search_companiesread-onlyFind 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.
send_feedbackReport 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
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