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MetricDuck — Financial Analysis

com.metricduck/financial-analysis · v0.9.1

Measured by MCP Station

Description written by the publisher, not verified

Research U.S. public companies from their SEC filings: financials, XBRL facts and filing text.

Connect

claude mcp add --transport http financial-analysis https://mcp.metricduck.com/mcp

{
  "mcpServers": {
    "financial-analysis": {
      "url": "https://mcp.metricduck.com/mcp"
    }
  }
}

Tools as reported by the server

• browse_company
  Use this when the user asks what MetricDuck has on a company or wants to start researching one: "what filings do you have for X?", "what's notable about X?", "where do I start on X?". One call returns the company's identity (ticker, name, CIK), its filings with extracted text by form type (10-K, 10-
• search_companies
  Use this when you have a company name or an ambiguous ticker and need the exact ticker (or CIK) before calling other tools. Fuzzy name/ticker match: handles partial names ("micro" -> MSFT), typos, and ticker variations. Returns ticker, full name, CIK, SIC, filer type (domestic / foreign private issu
• get_company_overview
  Use this when the user asks for a quick read on one company now: the latest price, valuation, margins, cash flow, balance sheet, segment mix and filing signals in one call; get_financials gives the multi-period statements, and get_metric_history one metric over time. Includes: current price, valuati
• get_stock_price
  Use this when the user asks for a share price on a date or a return between two dates: daily end-of-day close, adj_close and volume for US-listed stocks, from a market-data feed, not SEC filings; get_company_overview shows only the latest price; get_metric_history has period-end multiples. Markets a
• get_financials
  Use this when the user asks for a company's income statement, balance sheet or cash flow over several quarters or years: all three statements in one call, up to 10 years, each period cited to its filing; get_metric_history follows one metric, and get_company_overview is the latest snapshot. Returns
• compare_companies
  Use this when the user asks how a company compares with its peers or named rivals: a side-by-side table of ~70 metrics (latest TTM, FY or Q), its rank on ROIC, operating margin and revenue growth, and whether it leads or trails on them; screen_companies finds companies by criteria, and get_metric_hi
• screen_companies
  Screen 5,500+ US companies by financial metrics. Find stocks matching quantitative criteria. Metric IDs, period types (incl. growth: period_type="ttm.yoy") and sector codes are listed on the `filters` / `sectors` parameters. LATEST-snapshot values; full history via get_metric_history. Tag filtering
• list_filings
  Use this when the user asks which filings a company has made — its 10-K annual reports, 10-Q quarterly reports, 8-K current reports (earnings releases, events, call transcripts), proxy statements (DEF 14A), or 20-F / 40-F / 6-K for foreign issuers — or needs one specific past filing. Returns each fi
• get_filing_section
  Use this when the user asks what a 10-K, 10-Q or 8-K says — risk factors, MD&A, the business description, an earnings release and its guidance / outlook, an 8-K event, a proxy (DEF 14A) — and for earnings call transcript Q&A or prepared remarks, where MetricDuck has the transcript. Returns the secti
• get_xbrl_facts
  Use this when the user asks for a number the standard statements don't break out — revenue by segment, geography, product or customer, customer concentration, an industry metric (medical cost ratio, reserve replacement ratio) — or a figure exactly as filed in a 10-K / 10-Q. Searches the raw XBRL fac
• get_filing_index
  Use this when the user asks what matters in a company's latest 10-K or 10-Q — red flags, accounting quality, debt and liquidity stress, top risks, management tone and guidance, segments and customer concentration. Returns the facts MetricDuck extracted from that filing, each with evidence and a poin
• screen_filing_signals
  Use this when the user asks which companies show a red flag or event across filings, earnings releases or earnings calls — "which companies lowered guidance?", "who has covenant risk or debt coming due?", "which tech companies sound cautious?", "who announced M&A or a partnership?" — or what has fla
• search_sec_filings
  Search the full text of SEC filings since 2001 to find companies related to any concept — a product, technology, regulation, event, or company. Returns filing-level results with aggregated statistics (company count, form type breakdown, industry distribution). For 10-K/10-Q filings processed by Metr
• get_earnings
  Use this when the user asks what a company just reported in its earnings release: the 8-K's headline income statement (revenue, operating income, net income, diluted EPS) and as-released cash flow (OCF, capex, FCF, with growth), typically weeks before the 10-Q/10-K that get_financials reads; get_ear
• get_guidance_vs_actual
  Did management deliver what they guided? Joins forward guidance from earnings-call transcripts to reported actuals from 10-K/10-Q + 8-K earnings for the same ticker + fiscal period. Returns both sides verbatim with quotes and locators. Use Cases: - "Did NVDA deliver on Q2 FY2026 guidance?" -> get_gu
• compare_earnings_calls
  How has management's posture shifted across recent earnings calls? Cross-quarter trajectory view of transcript signals for a single ticker. This is MetricDuck's EARNINGS-CALL TRANSCRIPT tool (agents also look for this as get_earnings_call_transcript / get_earnings_transcript / get_earnings_call / se
• get_metric_history
  Use this when the user asks for one metric in a given period or over time (gross margin, ROE, P/E and 250+ more): its Q, FY or TTM series; get_financials returns whole statements, and compare_companies sets a company beside its peers. Returns newest-first rows labeled with the company's fiscal_year
• get_metric_lineage
  The DERIVATION of one COMPUTED metric — its human formula + immediate inputs (each value + source), one level at a time. The audit / verify affordance for derived figures (margins, ratios, ROIC, FCF, adj-EBITDA): call it ONLY when the query asks **how a metric is computed**, **which definition** Met
• get_ir_documents
  Retrieve IR earnings-PRESENTATION-DECK text — forward guidance, operational KPIs, and segment outlook that are ONLY in the company's investor-relations slide deck and NOT in the SEC 8-K/10-Q release text or XBRL. Reach for this when get_metric_history / get_xbrl_facts have no series for a KPI or gui
• get_company_events
  Retrieve a company's IR event CALENDAR — UPCOMING and PAST investor-relations events (earnings calls, annual/shareholder meetings, broker conferences, investor days) with the materials attached to each (deck, webcast, press release, transcript). Reach for this for calendar questions: - "When does {t
• get_earnings_reports
  Per-fiscal-period earnings DOCUMENT INDEX — one row per quarter/year gathering the documents for that reporting period: the 8-K press release, the earnings-call transcript (with prepared-remarks / Q&A deep-links), the 10-Q/10-K, the IR presentation deck(s), and the webcast event. Each artifact is pr
• list_recent_filings
  Use this when the user asks what SEC filings came out recently — "any new 10-Ks, 10-Qs or 8-Ks this week?", "which of my portfolio companies filed since Monday?", "who reported earnings today?" — across all companies or a list of tickers, in one call. Also the building block for alerts and daily por
• send_feedback
  Call ONLY when the user asks to send feedback to MetricDuck. Pass the user's words in message; set source=user when the user wrote it, model when you summarised it. Sends the text to the MetricDuck team.

Tool changes

• 2026-10-22: browse_company, search_companies, get_company_overview, get_stock_price, get_financials, compare_companies, screen_companies, list_filings, get_filing_section, get_xbrl_facts, get_filing_index, screen_filing_signals
• 2026-10-20: browse_company, search_companies, get_company_overview, get_stock_price, get_financials, compare_companies, screen_companies, list_filings, get_filing_section, get_xbrl_facts, get_filing_index, screen_filing_signals
• 2026-10-19: browse_company, search_companies, get_company_overview, get_stock_price, get_financials, compare_companies, screen_companies, list_filings, get_filing_section, get_xbrl_facts, get_filing_index, screen_filing_signals
• 2026-10-18: browse_company, search_companies, get_company_overview, get_stock_price, get_financials, compare_companies, screen_companies, list_filings, get_filing_section, get_xbrl_facts, get_filing_index, screen_filing_signals
• 2026-10-17: browse_company, search_companies, get_company_overview, get_stock_price, get_financials, compare_companies, screen_companies, list_filings, get_filing_section, get_xbrl_facts, get_filing_index, screen_filing_signals
• 2026-10-16: browse_company, search_companies, get_company_overview, get_stock_price, get_financials, compare_companies, screen_companies, list_filings, get_filing_section, get_xbrl_facts, get_filing_index, screen_filing_signals

JSON · Text for agents · Registry updated 2026-10-20