Canli Fundamentals

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io.github.arhancanli/canli-fundamentals-mcpv0.7.1

SEC fundamentals point in time: first reported, known as of a date, every restatement.

Finance & Payments

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cross_section Read-only

Get one measure for up to 50 companies as filed by a date: each one's latest period, its value then, and whether it was later restated. For point-in-time peer and factor work.

as_ofstring, required

Only filings on or before it count.

conceptstring, required

Plain name (revenue, eps_diluted, assets; follows tag changes) or XBRL tag (Revenues).

companiesarray, required

Tickers, CIKs or names.

periodsstring

annual (default) or quarterly.

Tools (7)

cross_section

Get one measure for up to 50 companies as filed by a date: each one's latest period, its value then, and whether it was later restated. For point-in-time peer and factor work.

read-only

Argument	Type	Description
as_of*	string	Only filings on or before it count.
concept*	string	Plain name (revenue, eps_diluted, assets; follows tag changes) or XBRL tag (Revenues).
periods	string	annual (default) or quarterly.
companies*	array	Tickers, CIKs or names.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "companies",
    "concept",
    "as_of"
  ],
  "properties": {
    "as_of": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Only filings on or before it count."
    },
    "concept": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Plain name (revenue, eps_diluted, assets; follows tag changes) or XBRL tag (Revenues)."
    },
    "periods": {
      "enum": [
        "annual",
        "quarterly"
      ],
      "type": "string",
      "description": "annual (default) or quarterly."
    },
    "companies": {
      "type": "array",
      "items": {
        "type": "string",
        "maxLength": 100,
        "minLength": 1
      },
      "maxItems": 50,
      "minItems": 1,
      "description": "Tickers, CIKs or names."
    }
  },
  "additionalProperties": false
}

find_company

Find a company's SEC CIK and tickers by name, ticker or CIK. The other tools also take a name as company.

read-only

Argument	Type	Description
limit	integer	Default 8.
query*	string	Name (Exxon Mobil), ticker or CIK.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "query"
  ],
  "properties": {
    "limit": {
      "type": "integer",
      "maximum": 20,
      "minimum": 1,
      "description": "Default 8."
    },
    "query": {
      "type": "string",
      "maxLength": 100,
      "minLength": 1,
      "description": "Name (Exxon Mobil), ticker or CIK."
    }
  },
  "additionalProperties": false
}

history

Get one measure over time, newest first: as first reported (default), as latest filed, or as known on as_of, each with its filing and whether it later changed.

read-only

Argument	Type	Description
unit	string	Default: the unit with most periods.
as_of	string	Only filings made on or before this date count, for every basis.
basis	string	first_reported (default), latest, or as_of (default when as_of is set).
limit	integer	Default 20, newest first.
company*	string	Ticker (AAPL), CIK or company name.
concept*	string	Plain name (revenue, eps_diluted, assets; follows tag changes) or XBRL tag (Revenues).
periods	string	annual (default), quarterly, or all (adds year-to-date).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "company",
    "concept"
  ],
  "properties": {
    "unit": {
      "type": "string",
      "maxLength": 40,
      "minLength": 1,
      "description": "Default: the unit with most periods."
    },
    "as_of": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Only filings made on or before this date count, for every basis."
    },
    "basis": {
      "enum": [
        "first_reported",
        "latest",
        "as_of"
      ],
      "type": "string",
      "description": "first_reported (default), latest, or as_of (default when as_of is set)."
    },
    "limit": {
      "type": "integer",
      "maximum": 400,
      "minimum": 1,
      "description": "Default 20, newest first."
    },
    "company": {
      "type": "string",
      "maxLength": 100,
      "minLength": 1,
      "description": "Ticker (AAPL), CIK or company name."
    },
    "concept": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Plain name (revenue, eps_diluted, assets; follows tag changes) or XBRL tag (Revenues)."
    },
    "periods": {
      "enum": [
        "annual",
        "quarterly",
        "all"
      ],
      "type": "string",
      "description": "annual (default), quarterly, or all (adds year-to-date)."
    }
  },
  "additionalProperties": false
}

known_as_of

Get what a company had reported as of a date: per measure, the latest period filed by then, its value, and whether it was later restated; optionally ratios from those filings. For point-in-time backtests.

read-only

Argument	Type	Description
as_of*	string	Decision date: only filings on or before it count.
ratios	boolean	Adds margins, ROE, ROA, leverage, free cash flow.
company*	string	Ticker (AAPL), CIK or company name.
periods	string	annual (default) or quarterly.
concepts	array	Default: ten common measures.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "company",
    "as_of"
  ],
  "properties": {
    "as_of": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Decision date: only filings on or before it count."
    },
    "ratios": {
      "type": "boolean",
      "description": "Adds margins, ROE, ROA, leverage, free cash flow."
    },
    "company": {
      "type": "string",
      "maxLength": 100,
      "minLength": 1,
      "description": "Ticker (AAPL), CIK or company name."
    },
    "periods": {
      "enum": [
        "annual",
        "quarterly"
      ],
      "type": "string",
      "description": "annual (default) or quarterly."
    },
    "concepts": {
      "type": "array",
      "items": {
        "type": "string",
        "maxLength": 200,
        "minLength": 1
      },
      "maxItems": 20,
      "minItems": 1,
      "description": "Default: ten common measures."
    }
  },
  "additionalProperties": false
}

list_concepts

List the XBRL concepts a company reports and the plain names it supports, with units, periods, date range and restated-period counts.

read-only

Argument	Type	Description
limit	integer	Default 40.
offset	integer	next_offset from the last page.
search	string	Words in concept names or labels, e.g. revenue.
company*	string	Ticker (AAPL), CIK or company name.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "company"
  ],
  "properties": {
    "limit": {
      "type": "integer",
      "maximum": 300,
      "minimum": 1,
      "description": "Default 40."
    },
    "offset": {
      "type": "integer",
      "maximum": 100000,
      "minimum": 0,
      "description": "next_offset from the last page."
    },
    "search": {
      "type": "string",
      "maxLength": 100,
      "minLength": 1,
      "description": "Words in concept names or labels, e.g. revenue."
    },
    "company": {
      "type": "string",
      "maxLength": 100,
      "minLength": 1,
      "description": "Ticker (AAPL), CIK or company name."
    }
  },
  "additionalProperties": false
}

restatements

List periods whose value changed in a later filing, with first and latest values, % change and cause (stock splits left out by default). Omit concept to scan everything.

read-only

Argument	Type	Description
limit	integer	Default 25, newest first.
since	string	Only periods ending on or after.
offset	integer	next_offset from the last page.
company*	string	Ticker (AAPL), CIK or company name.
concept	string	Default: every concept.
periods	string	annual (default), quarterly, or all (adds year-to-date).
include_splits	boolean	Also list stock-split changes; default false.
min_change_pct	number	Minimum absolute change, % of first value.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "company"
  ],
  "properties": {
    "limit": {
      "type": "integer",
      "maximum": 400,
      "minimum": 1,
      "description": "Default 25, newest first."
    },
    "since": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Only periods ending on or after."
    },
    "offset": {
      "type": "integer",
      "maximum": 100000,
      "minimum": 0,
      "description": "next_offset from the last page."
    },
    "company": {
      "type": "string",
      "maxLength": 100,
      "minLength": 1,
      "description": "Ticker (AAPL), CIK or company name."
    },
    "concept": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Default: every concept."
    },
    "periods": {
      "enum": [
        "annual",
        "quarterly",
        "all"
      ],
      "type": "string",
      "description": "annual (default), quarterly, or all (adds year-to-date)."
    },
    "include_splits": {
      "type": "boolean",
      "description": "Also list stock-split changes; default false."
    },
    "min_change_pct": {
      "type": "number",
      "maximum": 1000000,
      "minimum": 0,
      "description": "Minimum absolute change, % of first value."
    }
  },
  "additionalProperties": false
}

vintages

List every filing that reported one period of one measure, oldest first: the revision history behind a number.

read-only

Argument	Type	Description
end*	string	Period end.
unit	string	Default: the unit with most periods.
start	string	Period start, when several periods share the end (quarter vs year-to-date).
company*	string	Ticker (AAPL), CIK or company name.
concept*	string	Plain name (revenue, eps_diluted, assets; follows tag changes) or XBRL tag (Revenues).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "company",
    "concept",
    "end"
  ],
  "properties": {
    "end": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Period end."
    },
    "unit": {
      "type": "string",
      "maxLength": 40,
      "minLength": 1,
      "description": "Default: the unit with most periods."
    },
    "start": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Period start, when several periods share the end (quarter vs year-to-date)."
    },
    "company": {
      "type": "string",
      "maxLength": 100,
      "minLength": 1,
      "description": "Ticker (AAPL), CIK or company name."
    },
    "concept": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Plain name (revenue, eps_diluted, assets; follows tag changes) or XBRL tag (Revenues)."
    }
  },
  "additionalProperties": false
}