Ticker Scout MCP server

An agent-native data layer for SEC filings, over the Model Context Protocol. Finished financial statements for public companies, and the filings themselves read and synthesized. The SEC publishes the numbers as data, but it does not publish them as statements. This serves them already assembled, through 97 tools: every statement, every standard line item, every company-specific figure under the name its record uses, every fiscal year and quarter held, every accession number cited, and the 10-K, 10-Q and 8-K narrative by section or by keyword. No API key, no signup, no paywall.

https://mcp.tickerscout.ai/mcp

It exposes the data published at tickerscout.ai (https://tickerscout.ai): financial statements, the annual and quarterly reports read and synthesized, and material event histories for S&P 500 companies and major foreign issuers that file with the SEC, all derived from their own filings.

What is already done for you

The difference between this and the EDGAR APIs is assembly, not availability. The SEC gives you facts. This gives you statements.

• The three statements arrive as statements. Income statement, balance sheet and cash flow, line items in reported order, not a flat bag of tagged facts you have to select concepts for and group yourself.
• Assembled across filings, because no single filing holds the whole record. Annual figures come from the annual report, quarterly and year-to-date figures from the quarterly report, and where a quarterly report presents cash flow only on a year-to-date basis, the discrete quarter comes from the earnings release filed as a current-report exhibit. For a US filer that means the 10-K, the 10-Q and the 8-K; for a foreign issuer, the 20-F or 40-F and the 6-K.
• On the company's own fiscal calendar. 52- and 53-week years, quarters that are 13-week periods rather than calendar quarters, and fiscal years that do not end in December. Period dates come from the column headings the filings themselves print.
• In actual dollars and actual shares. Never thousands, never millions, no scale factor to infer. Share counts are adjusted for splits. A foreign issuer's figures are converted to US dollars at the rate recorded on each period, and per-share figures are per ADS where the company has an ADR program.
• Shaped to the business. A bank, an insurer, an asset manager and a retailer do not have the same statements, so they do not get the same sections. Ask what a company has rather than assuming a fixed shape.
• With the gaps named. Where a filing does not disclose a figure it is omitted and the omission is explained, never silently zeroed. Every figure cites the SEC accession number it came from.
• Figures link to the line of the filing that prints them. Wherever the filing tags a figure, the response carries a sec.gov link that opens the filing at that number.

Connect

Claude Code

claude mcp add --transport http ticker-scout https://mcp.tickerscout.ai/mcp

Claude on the web or desktop

Settings, then Connectors, then Add custom connector, and paste the URL.

Cursor, and any client with an mcpServers config

{
  "mcpServers": {
    "ticker-scout": {
      "url": "https://mcp.tickerscout.ai/mcp"
    }
  }
}

Clients that only speak stdio

{
  "mcpServers": {
    "ticker-scout": {
      "command": "npx",
      "args": ["mcp-remote", "https://mcp.tickerscout.ai/mcp"]
    }
  }
}

Start here

The main six tools answer most questions in one call. The other 91 go straight to one thing.

Question	Call
Is a company covered? What is its ticker?	list_companies(query)
How much did it earn last quarter?	get_key_figures(ticker)
Revenue (or any line item) across every period held	get_revenue(ticker), get_net_income(ticker), ...
One specific year or quarter	get_period(ticker, "FY2025"), or any figure tool with period
How far back does the data go?	list_periods(ticker)
Every figure this company reports, by its own names	list_company_figures(ticker)
A company-specific metric	find_figures(ticker, "data center"), then get_figure
Compare companies	compare_companies(["NVDA","AMD","AVGO"], "revenue")
Segments, products, geography	get_segments, get_revenue_breakdown, get_geographic_revenue
Risks, strategy, management's discussion	get_risk_factors, get_business_overview, get_annual_mdna, get_current_quarter
What did the company announce?	list_events, get_earnings_releases, get_management_changes, ...
Find a topic anywhere in the filings	search_sections(ticker, query), search_text(ticker, query)
Which filing did a number come from?	get_figure_source, get_accession_numbers, get_filing
Currency, ADR ratio, fiscal calendar, splits	get_currency_conversion, get_adr_details, get_fiscal_calendar, get_stock_splits
Not sure?	guide()

Tickers are case-insensitive, and BRK.B and BRK-B both resolve.

How the data is organized

Records and periods

A record is the complete snapshot built when a company filed one 10-Q or 10-K, tagged by fiscal period: FY27Q2 is the record built from NVIDIA's second-quarter fiscal 2027 10-Q, FY26 one built from a 10-K. Each record holds several periods: up to three fiscal years, the latest quarter and its prior-year comparative, year to date and trailing twelve months. Older records hold older quarters, so a company's history is the union of its records, and every record stays published at a permanent dated URL.

Tools that take period search every record automatically. Tools that take record read one snapshot, the latest by default.

The period argument

You pass	You get
nothing	every period in the latest record
FY2025, FY25, fiscal 2025, 2025	that fiscal year (the company's own fiscal year, not the calendar year)
Q2 FY2027, Q2 2027, FY27Q2, 2027Q2, 2Q27, second quarter 2027	that quarter
Q2	the latest second quarter held
latest, latest quarter, latest annual	the most recent period of that kind
ttm, ytd, prior ytd	trailing twelve months, year to date, the prior year's year to date
annual, quarterly, all	every fiscal year, every quarter, or every period in every record
2026-07-26	the period ending on that date

A period earlier than anything held is not an error. The answer says the data does not go back that far and lists exactly what is held. A period not yet reported says so and gives the next expected filing.

Names in the record

Records are shaped to each business, so the same line item has different names: Apple's revenue is total_net_sales, JPMorgan's is total_net_revenue, Walmart's net income is net_income_attributable_to_walmart. Nothing is relabeled to hide that.

• Every value a figure tool returns leads with name_in_record (the record's own name), field (its path inside the period) and json_path (its exact address in financials.json, e.g. annual[0].income_statement.total_net_sales).
• Any of those names can be passed back to get_figure or get_figure_history exactly as written, and returns exactly that field. Case, spaces and underscores do not matter: Data Center and revenue_by_market_platform.Data Center both work.
• list_company_figures maps each standard figure to the name this company uses, then lists every remaining figure under its own name.

Standard figures

Each line-item tool knows the names a figure goes by across companies and resolves deterministically: first the field the company's own headline uses for it, then a list of known names in order, then a name pattern only when exactly one field matches. Nothing is estimated, derived or summed to fill a gap. Look-alike fields in the same statement come back under related, and a company that reports none of the names gets a plain "not reported" with the closest fields it does have.

Figure	Tool	Read from, for example
Revenue	get_revenue	revenue, revenues, total_revenues, total_revenue, +19 more
Cost of revenue	get_cost_of_revenue	cost_of_revenue, cost_of_sales, total_cost_of_revenue, cost_of_goods_sold, +10 more
Gross profit, gross margin %	get_gross_profit	gross_profit, gross_margin, gross_margin_pct, +3 more
Research and development	get_research_and_development	research_and_development, research_and_development_expenses, +7 more
Selling, general and administrative	get_sga_expense	selling_general_and_administrative, sales_general_and_administrative, +7 more
Total operating expenses	get_operating_expenses	total_operating_expenses, total_costs_and_expenses, total_noninterest_expense, +11 more
Operating income	get_operating_income	operating_income, income_from_operations, operating_profit, +4 more
Interest expense	get_interest_expense	interest_expense, total_interest_expense, interest_expense_net, interest_and_debt_expense
Income before income taxes	get_pretax_income	income_before_income_taxes, earnings_before_income_taxes, +23 more
Income tax, effective tax rate	get_income_tax	provision_for_income_taxes, income_tax_expense, effective_tax_rate_pct, +17 more
Net income	get_net_income	net_income, net_earnings, net_income_attributable_to_<company>, +8 more
Diluted and basic EPS	get_eps	diluted_eps, eps_diluted, basic_eps, +11 more
Diluted, basic and outstanding shares	get_share_count	diluted_shares, basic_shares, shares_outstanding, +27 more
Depreciation and amortization	get_depreciation_and_amortization	depreciation_and_amortization, depreciation_depletion_and_amortization, +7 more
Stock-based compensation	get_stock_based_compensation	stock_based_compensation, share_based_compensation, +4 more
Net interest income, noninterest income (banks)	get_net_interest_income	net_interest_income, total_noninterest_income, +7 more
Provision for credit losses (banks)	get_credit_loss_provision	provision_for_credit_losses, provision_for_loan_losses, +4 more
Cash and cash equivalents	get_cash	cash_and_cash_equivalents, cash_and_equivalents, cash_and_due_from_banks, +5 more
Total assets	get_total_assets	total_assets, assets.total_assets
Total liabilities	get_total_liabilities	total_liabilities, liabilities.total_liabilities
Total, long-term and short-term debt	get_debt	total_debt, long_term_debt, short_term_debt, current_portion_of_long_term_debt, +32 more
Shareholders' equity	get_shareholders_equity	total_stockholders_equity, total_shareholders_equity, total_<company>_shareholders_equity, total_equity, +7 more
Current assets and liabilities, working capital	get_working_capital	total_current_assets, total_current_liabilities
Goodwill and intangibles	get_goodwill_and_intangibles	goodwill, intangible_assets_net, other_intangible_assets_net, +11 more
Inventories	get_inventories	inventories, inventory, merchandise_inventories, +4 more
Accounts receivable	get_accounts_receivable	accounts_receivable_net, receivables_net, trade_receivables_net, +7 more
Accounts payable	get_accounts_payable	accounts_payable, trade_accounts_payable, trade_payables, +3 more
Property, plant and equipment	get_property_and_equipment	property_plant_and_equipment_net, property_and_equipment_net, +7 more
Retained earnings	get_retained_earnings	retained_earnings, accumulated_deficit, +3 more
Operating cash flow	get_operating_cash_flow	operating_cash_flow, net_cash_provided_by_operating_activities, +10 more
Capital expenditures	get_capital_expenditures	capex, capital_expenditures, purchases_of_property_and_equipment, +10 more
Free cash flow	get_free_cash_flow	free_cash_flow, free_cash_flow_for_the_quarter, +2 more
Investing and financing cash flow	get_investing_and_financing_cash_flow	investing_cash_flow, financing_cash_flow, net_cash_used_in_investing_activities, +21 more
Dividends paid, dividends per share	get_dividends	dividends_paid, cash_dividends_paid, dividends_per_share, dividends_declared_per_share, +14 more
Share repurchases	get_share_repurchases	share_repurchases, repurchases_of_common_stock, purchases_of_treasury_stock, +11 more
Acquisitions, net of cash acquired	get_acquisitions	acquisitions_net_of_cash_acquired, +7 more

list_standard_figures returns the full catalog with every name each figure is read from.

Units and sources

All money is in actual dollars (not thousands, not millions), per-share figures in dollars per share, share counts in actual shares, split-adjusted. Every figure response carries the record's own units statement, so a value is never separated from its scale.

Every value carries the SEC accession number of the filing it came from and, where the filing tags the number, a sec_link that opens the filing at the line printing it. A value with no link was calculated in the record (margins, free cash flow, trailing twelve months, a quarter derived by subtraction) or comes from an earnings release, which the SEC does not tag. Margins this server calculates (get_margins, get_working_capital) are labeled calculated and show their formula and the exact fields used.

All 97 tools

The main six

Tool	Arguments	Returns
list_companies	query?	Every covered company with its latest fiscal period, every record held, and its next expected filing. Resolves a company name to a ticker.
get_company	ticker, record?	Identity and coverage manifest: name, CIK, exchange, state of incorporation, SIC industry, the filings the record is built from with accessions and EDGAR links, every published record, the next filing, and a map of every tool.
get_key_figures	ticker, record?	Headline figures for the latest period, each with its year-over-year change, exact amount and source accession.
get_financials	ticker, sections?, record?	The whole financial record, sliceable by top-level section. figure_sources (the sec.gov link for every tagged figure) only on request.
get_narrative	ticker, section?, record?	The 10-K and 10-Q synthesis. A section index by default; any section by name, or all.
get_events	ticker, section?, record?	The 8-K digest over roughly the trailing five quarters, in full or one section.

Periods and history

Tool	Arguments	Returns
list_periods	ticker	Every fiscal year and quarter held across every record, with dates, length, source form and accession, which records carry each, and the list of records with their permanent URLs.
get_period	ticker, period, include_sources?	Every statement and table held for one fiscal year or quarter, searching older records; plain "not that far back" or "not reported yet" answers outside the range.
get_trailing_twelve_months	ticker, record?	The TTM income statement and cash flow with the derivation note saying how it was built.
get_year_to_date	ticker, record?	The year-to-date block and the prior year's year-to-date comparative.
get_figure_history	ticker, figure	One figure across every period held, oldest first, annual and quarterly series, with the record each value came from.

Statements and tables

Tool	Arguments	Returns
get_income_statement	ticker, period?	The income statement in reported order, with per-share blocks.
get_balance_sheet	ticker, period?	The balance sheet at each period end.
get_cash_flow_statement	ticker, period?	The cash flow statement, with free cash flow.
get_segments	ticker, period?	Results by reportable segment as the company reports them.
get_revenue_breakdown	ticker, period?	Revenue by product, service, end market, platform, channel or category.
get_geographic_revenue	ticker, period?	Revenue (and assets or income where reported) by country or region.
get_non_gaap_measures	ticker, period?	Adjusted EPS, adjusted operating income, EBITDA, FFO and other company-defined measures.
get_operating_metrics	ticker, period?	KPIs outside the statements: users, subscribers, bookings, stores, RevPAR, backlog and the like.
get_bank_metrics	ticker, period?	CET1 and capital ratios, net interest margin, efficiency ratio, average balances, credit quality.
get_insurance_metrics	ticker, period?	Premiums, underwriting results, combined ratios, investment income, float, book value.
get_margins	ticker, period?	Every margin and rate the record stores, plus gross, operating, net and FCF margin calculated and labeled.

One line item, every period

Each takes ticker and period? and returns the figure for every period (or the one named), each value with its record name, JSON path, dates, accession, form and sec.gov link.

get_revenue, get_cost_of_revenue, get_gross_profit, get_research_and_development, get_sga_expense, get_operating_expenses, get_operating_income, get_interest_expense, get_pretax_income, get_income_tax, get_net_income, get_eps, get_share_count, get_depreciation_and_amortization, get_stock_based_compensation, get_net_interest_income, get_credit_loss_provision, get_cash, get_total_assets, get_total_liabilities, get_debt, get_shareholders_equity, get_working_capital, get_goodwill_and_intangibles, get_inventories, get_accounts_receivable, get_accounts_payable, get_property_and_equipment, get_retained_earnings, get_operating_cash_flow, get_capital_expenditures, get_free_cash_flow, get_investing_and_financing_cash_flow, get_dividends, get_share_repurchases, get_acquisitions

Any figure

Tool	Arguments	Returns
list_standard_figures	none	The standard figure catalog: definitions, units, the tool for each, and every record name each is read from.
list_company_figures	ticker, period?, block?	Each standard figure mapped to this company's name for it, then every remaining figure under its own name, with values.
find_figures	ticker, query, period?	Fields whose names contain the words, e.g. cet1, comparable sales, data center.
get_figure	ticker, figure, period?	Any figure by its record name, path, standard name or words. A record name returns exactly that field.
compare_companies	tickers, figure, period?	One standard figure for two to ten companies, each row with its own period, dates and record name.

Sources and filings

Tool	Arguments	Returns
get_source_filings	ticker, record?	The annual and quarterly reports the record is built from, which filing each period came from, the sec.gov documents the figure links open, and the published files.
get_accession_numbers	ticker, record?	Every accession cited across statements, narrative and events: form, filing date, EDGAR index URL, and every use.
get_filing	ticker, accession, record?	One filing: form, date, links, the periods sourced from it, and the full text of every passage citing it.
get_figure_source	ticker, figure, period?	For each period, the accession, form and sec.gov line printing the figure.

Units, currency and conventions

Tool	Arguments	Returns
get_reporting_conventions	ticker, record?	Units, currency, business type and template, fiscal-year convention, sign conventions, accounting basis, definitions.
get_fiscal_calendar	ticker	Fiscal year end, 52/53-week detection, and every period's exact dates and length.
get_currency_conversion	ticker, record?	Reporting currency and, for a foreign issuer, the policy and each period's average and closing rate with its source.
get_adr_details	ticker, record?	ADR ratio, per-share basis and the ratio recorded on each period.
get_stock_splits	ticker, record?	Splits adjusted for, as-reported pre-split values, and notes about splits.
get_data_notes	ticker, record?	The record's own sourcing notes and period-level notes.
get_data_gaps	ticker, record?	Uncertainties, statements not reported, and which standard figures the latest periods lack.
get_headline_summary	ticker, record?	The written summary and Q&A for the latest period, with each metric's field and accession.

Filing schedule and coverage

Tool	Arguments	Returns
get_next_filing	ticker	Predicted next filing date and form, with the latest period and filing dates held.
list_upcoming_filings	days?, form?	Every covered company expected to file within N days, soonest first.
get_coverage_summary	none	Company count, update date, forms held, foreign issuers, records per company, URL patterns.
guide	none	How the tools fit together, the period syntax, units, citations and the full tool map.

10-K and 10-Q narrative

Tool	Arguments	Returns
get_business_overview	ticker, record?	Item 1, condensed: products, segments, markets, customers, competition, supply chain, regulation.
get_risk_factors	ticker, record?	Item 1A, condensed and grouped, with changes since the prior filing flagged.
get_annual_mdna	ticker, record?	Management's discussion and analysis for the latest fiscal year.
get_current_quarter	ticker, record?	The latest quarterly report's MD&A: results, changes, liquidity, guidance.
get_subsequent_events	ticker, record?	Developments after the latest period end, dated and sourced.
get_legal_proceedings	ticker, record?	Every legal and regulatory section, subsection or passage, plus legal items from the 8-K digest.
get_narrative_outline	ticker, record?	The heading tree of the narrative and events documents.
get_narrative_subsection	ticker, heading, record?	One subsection by heading, e.g. Liquidity, Guidance, Competition.

8-K events

Tool	Arguments	Returns
list_events	ticker, record?	Every item in the events digest with its date, accessions and first sentence.
get_earnings_releases	ticker, record?	Quarterly earnings releases and guidance.
get_management_changes	ticker, record?	Executive and board appointments, departures and successions.
get_capital_return_events	ticker, record?	Dividend declarations, buyback authorizations, accelerated repurchases.
get_debt_and_financing_events	ticker, record?	Notes offerings, credit facilities, term loans, commercial paper.
get_mergers_and_acquisitions	ticker, record?	Acquisitions, mergers, divestitures and spin-offs.
get_governance_events	ticker, record?	Annual meeting votes, bylaw and charter changes.
get_restructuring_events	ticker, record?	Restructuring plans, workforce reductions, impairments.

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