canli-fundamentals-mcp / Hosted 0.5.0

Read company fundamentals as known then

Query SEC fundamentals as filed by a date, follow restatements and compare company vintages. Every value retains its reporting period and source filing.

Connect this server Read the released source

7 tools in the hosted release. MIT source. Hosted and npm versions are distributed separately.

When to use this server

Use this server to construct a point-in-time company comparison or inspect how a financial measure changed across filings. Resolve a company by name, ticker or SEC CIK, then ask what had been reported by your decision date. Plain measure names follow the supported XBRL tags; the returned value names the tag actually selected.

Connect the hosted server

Paste this URL into a client that supports MCP over Streamable HTTP:

https://canlicapital.com/mcp/fundamentals

For Claude Code, register the same endpoint:

claude mcp add --transport http canli-fundamentals https://canlicapital.com/mcp/fundamentals

The tool list below describes hosted version 0.5.0. The canli-fundamentals-mcp npm package can have a different version; check its published version and README before using a local install. The developer setup guide covers clients, API keys and local validation.

A useful first workflow

Resolve the company and inspect its available concepts. A ticker can change owners; read the resolution metadata before combining records.
Ask known_as_of for a decision date, or history for first-reported, latest or as-of values. Keep period ends, units, filed dates and accession numbers with the values.
Use vintages and restatements to inspect revisions. Use cross_section for up to fifty companies, comparing fiscal period ends before treating them as peers.

Example tool arguments

Read Apple's annual revenue and net income from filings available by the stated decision date. The result describes the retained SEC snapshot; missing periods remain missing.

{
  "name": "known_as_of",
  "arguments": {
    "company": "AAPL",
    "as_of": "2020-12-31",
    "concepts": [
      "revenue",
      "net_income"
    ],
    "periods": "annual"
  }
}

This is a tool name and arguments for your MCP client, not an HTTP request to paste into the endpoint.

Tools in the hosted release

canli-fundamentals-mcp 0.5.0 tool reference
Tool	Purpose and input scope
`known_as_of`	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.
`history`	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.
`restatements`	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.
`vintages`	Every filing that reported one period of one measure, oldest first: the revision history behind a number.
`list_concepts`	The XBRL concepts a company reports and the plain names it supports, with units, periods, date range and restated-period counts.
`find_company`	Find a company's SEC CIK and tickers by name, ticker or CIK. The other tools also take a name as company.
`cross_section`	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.

Evidence limits

Coverage is limited to the retained company reference and its SEC snapshots. Filed dates provide filing-date causality, not an intraday information clock. Fiscal calendars differ, later restatements can have several causes, and accounting values are not market prices or strategy returns. The server does not route orders.

Source for this tool list: released commit 687ef53c0f0e and the machine-readable discovery record. The page follows the same release pin as the hosted handler. Future package work is described in the repository and is not added here until the hosted release changes.

Continue with the underlying evidence

Compare the finance MCP servers or use the developer API and open repositories.