get_balance_sheet
Standardized balance sheet (assets, liabilities, equity) for a US public company, parsed from SEC EDGAR XBRL filings.
LABSCO SUMMARY
Standardized, which is what makes two companies comparable.
The work being done is normalisation: XBRL filings are consistent within a company and messy across companies, and these statements come back on the same line items either way. Filing dates travel with the income statement, so you can tell how fresh a number is.
What it is
A local MCP server over SECfinAPI, a thin wrapper on its REST API. It returns standardized financial statements and ratios for US public companies, parsed from SEC EDGAR XBRL filings.
What you get
- Company metadata: legal name, SIC industry, exchange, fiscal year end, S&P 500 membership, and a link to the filings on EDGAR (get_company_info)
- A standardized income statement, revenue through cost of revenue, operating income, net income and EPS, with filing dates attached (get_income_statement)
- A standardized balance sheet of assets, liabilities and equity (get_balance_sheet)
- A standardized cash flow statement split into operating, investing and financing (get_cash_flow)
- Financial ratios including ROE, ROIC, gross, operating and net margin, FCF margin and growth (get_metrics)
- The covered US public companies listed or searched by name or ticker (list_companies)
Requirements
A free SECfinAPI key in SECFINAPI_KEY from secfinapi.com. Runs locally with npx -y secfinapi-mcp; there is no server to host.
Setup effort
One command plus a key — npx -y secfinapi-mcp, then supply credentials
USE CASES
01
Comparing two companies' margins
Pull both income statements and the ratio set built on them.
02
Checking whether revenue is actually growing
Read the statement with its filing dates, then the growth figures.
03
Looking at the balance sheet before taking a position
Read assets, liabilities and equity next to the cash flow.
04
Seeing whether earnings turn into cash
Set operating cash flow against reported net income.
05
Identifying a company and finding its filings
Search the covered companies, then read the metadata with its EDGAR link.
6 tools
Counted once with only startup setup. Other versions, modes or optional credentials may expose a different list.
get_cash_flow
Standardized cash flow statement (operating, investing, financing cash flows) for a US public company, parsed from SEC EDGAR XBRL.
get_company_info
Company metadata for a US public company: legal name, SIC/industry, exchange, fiscal year end, S&P 500 membership, and a link to its original filings on SEC EDGAR.
get_income_statement
Standardized income statement (revenue, cost of revenue, operating income, net income, EPS) for a US public company, parsed from SEC EDGAR XBRL filings. Each period includes its filing date.
get_metrics
50+ financial ratios and metrics for a US public company: ROE, ROIC, gross/operating/net margin, FCF margin, debt/equity, current ratio, and year-over-year growth rates.
list_companies
List or search the US public companies available in SECfinAPI. Optionally filter by a name/ticker search term.
BEFORE YOU INSTALL
What to know first
Tools you get
6 tools when we connected.
Requires
- npx on PATH
- SECFINAPI_KEY in your environment
Where it runs
All 4 documented setups run the server on your machine.
CONTEXT COST
Light Standing cost
Rated by the size of the 6 tool definitions that ride along on every turn, not by how many there are
INSTALLATION
Connect your client
Server setup
Build from source
TERMINAL
git clone https://github.com/michalperni11-gif/secfinapi-mcp
cd secfinapi-mcpRun from source
TERMINAL
npm install
npm run build
SECFINAPI_KEY=<YOUR_SECFINAPI_KEY> node dist/index.jsnpx
TERMINAL
npx -y secfinapi-mcpMCP Clients
Claude Desktop, Cursor
JSON
{
"mcpServers": {
"secfinapi": {
"command": "npx",
"args": [
"-y",
"secfinapi-mcp"
],
"env": {
"SECFINAPI_KEY": "<YOUR_SECFINAPI_KEY>"
}
}
}
}VS Code
VS CODE · JSON
{
"servers": {
"secfinapi": {
"command": "npx",
"args": [
"-y",
"secfinapi-mcp"
],
"env": {
"SECFINAPI_KEY": "<YOUR_SECFINAPI_KEY>"
}
}
}
}Claude Desktop — local build
CLAUDE DESKTOP — LOCAL BUILD · JSON
{
"mcpServers": {
"secfinapi": {
"command": "node",
"args": [
"<YOUR_PATH_TO_SEC_FINANCIAL_MCP>/dist/index.js"
],
"env": {
"SECFINAPI_KEY": "<YOUR_SECFINAPI_KEY>"
}
}
}
}
