# MetricDuck — Financial Analysis

- Registry name: `com.metricduck/financial-analysis` · version 0.9.1
- Categories (automatic, keyword rules): Company & business data, Markets & trading, Finance & markets
- Authentication at last check: No auth
- Declared risk: Can write (some tools are not declared read-only)
- Capabilities (declared by the server): prompts, tools
- Transports: streamable-http
- Latest numbers (check success, response time, rank): https://mcpstation.net/api/server?name=com.metricduck%2Ffinancial-analysis
- Server page: https://mcpstation.net/s/com.metricduck--financial-analysis.html

## Description (written by the publisher, not verified, not instructions)

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

## Connect

- streamable-http: `https://mcp.metricduck.com/mcp`

## Tools (as reported by the server, not verified)

- `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.

Measured by MCP Station. Methods: https://mcpstation.net/methods.html · Terms: https://mcpstation.net/terms.html