com.multyplylabs/sec-fundamentals

Description and use

SEC EDGAR financials, benchmarks, screening & Buffett value scans for agents. Pay x402 or API key.

Compatible agents

• Claude Desktop
• Claude Code
• Hermes
• Codex CLI

Capabilities

buffett_scan: Buffett Quality Score (0-100) over a 5-year window: owner earnings, ROE consistency at 15%, balance-sheet safety, FCF quality. Foreign private issuers (20-F) excluded unless exclude_foreign=False. Not investment advice. Cost: $0.25.

buffett_value: Buffett Value Scan: Quality Score fused with previous-close valuation — market cap, FCF yield, owner-earnings DCF margin of safety. Quality companies trading below intrinsic value. Foreign private issuers excluded unless exclude_foreign=False. Not investment advice. Cost: $0.25.

company_facts: Raw normalized XBRL facts, filterable by canonical concept (revenue, net_income, total_assets, operating_cash_flow, ...), with filing provenance and quality flags. Cost: $0.01.

company_filings: SEC filing index with direct document URLs; form filters by type (10-K, 10-Q, 8-K, ...). Cost: $0.005.

company_financials: Clean annual financial statements: revenue, margins, income, balance sheet, cash flow, and ratios (gross_margin, roe, fcf, ...) per fiscal year. cik = SEC CIK number (Apple=320193). Cost: $0.02.

company_signal: Composite factor scorecard: quality, value, insider conviction, institutional positioning and short sentiment, each 0-100, plus a renormalized composite and coverage figure. Includes institutional ownership %, insider buy intensity (bps of market cap), short-to-ADV, and governance flags. weights is optional JSON, e.g. {"quality":0.4}. RESEARCH SIGNAL, NOT INVESTMENT ADVICE. Cost: $0.05.

compare_to_peers: Compare one company's metrics against its industry cohort percentiles. Cost: $0.05.

industry_aggregate: Cross-company cohort percentiles (p10/p25/median/p75/p90) for a metric, by industry (2-digit SIC) and size bucket. Metrics: gross_margin, operating_margin, roe, rd_intensity, debt_to_equity, revenue, fcf, ... Cost: $0.05.

insider_activity: Recent insider (Form 4) transactions for a company plus a trailing summary: open-market buys vs sales, distinct buyers, net dollar value, with 10b5-1 plan flags. Cluster buying by officers/directors is a studied positive signal. Not investment advice. Cost: $0.02.

institutional_ownership: 13F institutional ownership snapshot: number of holders, aggregate shares/value, and quarter-over-quarter change (accumulating vs trimming). 45-day reporting lag; long-only. Not investment advice. Cost: $0.02.

list_insights: Catalog of curated market-wide analyses with parameters. FREE. Call before market_insight / buffett_* to see options.

market_insight: Curated analysis across all companies. name: top_companies, movers, sector_landscape, metric_trend (agg=sum|median|mean), capital_returns, filing_velocity. Cost: $0.15.

screen_companies: Screen companies by financial criteria. filters is a JSON list of [metric, op, value] triples, e.g. [["gross_margin",">",0.6],["revenue",">",1e9]]. Cost: $0.10.

short_pressure: Short-selling pressure: FINRA daily short-volume ratio over ~20 trading days — a bearish-sentiment proxy. Daily short-sale volume, not bi-monthly short interest. Not investment advice. Cost: $0.02.

standard_score: Industry-standard fundamental scores over all US public companies. name: piotroski (F-Score 0-9), altman_z (bankruptcy zones), beneish_m (earnings-manipulation flag), magic_formula (Greenblatt rank), accruals (Sloan earnings quality). Peer-reviewed; not investment advice. $0.15.

top_signals: Rank companies by composite factor score across five evidence sources. min_coverage filters thinly scored names; weights re-weights the factors. RESEARCH SIGNAL, NOT INVESTMENT ADVICE. Cost: $0.25.

streamable-http: Transport declared by the upstream MCP registry.

Limitations and review notes

Discovered metadata only; install commands are stored for review but never executed by AtlasRepo.