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stockonomy-mcp

An MCP server (stdio, Python 3.9+, standard library only) that checks a stated company figure against the SEC filing it came from. Each verdict (matches_filing, first_filed_differently, contradicted, not_on_file, refused, absent_in_read) names the filing accession it was read from. A verdict compares a number with a filing; it says nothing about whether the number or the company is sound.

Tools: point_in_time (what a filer's 10-K and 10-Q filings showed on a date; works with no key for AAPL, MSFT, AMZN, TSLA, GOOGL and NVDA), pit_changes (every row filed since a date, flagged restated or new; needs a key), pit_fields (the data dictionary, 50+ line items), recasts_free, check_figure_free (one figure, no account, limited per address) and check_claims (up to 20 claims about one ticker, writes a receipt on a hash chain you can verify offline; needs an API key).

{"mcpServers": {"stockonomy": {"command": "uvx", "args": ["stockonomy-mcp"],
  "env": {"STOCKONOMY_API_KEY": "<optional>"}}}}

Docs: https://stockonomy.net/developers · OpenAPI: https://stockonomy.net/openapi.json · Error record: https://stockonomy.net/record/series

Install: pip install stockonomy-mcp, then run stockonomy-mcp.

mcp-name: io.github.InvestmentLLM/stockonomy-mcp

Available Tools

6 tools
check_claimsA

Check up to 20 claims about one ticker against the SEC filings, in one call that writes a receipt on the key owner's hash chain. Needs STOCKONOMY_API_KEY. A verdict compares the stated figure with the SEC filing it names and says nothing about whether the figure or the company is sound. Verdicts: matches_filing, first_filed_differently, contradicted, not_on_file, refused, absent_in_read.

Inputs: claims (required), ticker (required), reference.

check_figure_freeA

Check one stated figure against its SEC filing with no account; writes no receipt. Limited per address. A verdict compares the stated figure with the SEC filing it names and says nothing about whether the figure or the company is sound. Verdicts: matches_filing, first_filed_differently, contradicted, not_on_file, refused, absent_in_read.

Inputs: value (required), ticker (required), concept (required), member, +4 more.

pit_changesA

The daily update: every row filed after since across all filers, with the same columns as point_in_time plus restated (true when an earlier filing already stated that line item for that period, so the value is a restatement; false when the period is new). through is the date to send as since next time. Needs STOCKONOMY_API_KEY. It compares nothing and does not say why a value changed.

Inputs: since (required).

pit_fieldsA

The data dictionary for point_in_time: every line item with its unit, period type (instant, duration or derived), definition and, for derived figures, the formula. It compares nothing; no account and no request.

Inputs: no named parameters.

point_in_timeA

What the 10-K and 10-Q filings dated on or before as_of showed for one filer, per line item and period, as rows (columns named in the answer). recast=true returns only the figures whose value changed in a later filing, each vintage with the date it was first filed. This tool compares nothing and says nothing about which value is right. Works without STOCKONOMY_API_KEY for AAPL, MSFT, AMZN, TSLA, GOOGL and NVDA (the demo key); any other filer needs a key.

Inputs: as_of, fields, recast, ticker, +6 more.

recasts_freeB

Annual figures a filer originally reported that a later filing reports differently by more than 2%, with both accession numbers; no account. It compares the two filed values only and does not say why they differ.

Inputs: ticker (required).

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections.

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    TDQS

    A3.6/5.0

    Scored across 6 tools

    Disambiguation3/5

    check_claims and check_figure_free both verify a stated figure against SEC filings, differing mainly in bulk (20 vs 1), auth, and receipt-writing, so an agent could easily pick the wrong one. Similarly, point_in_time (recast=true), pit_changes (restated), and recasts_free all surface restated/changed values, creating conceptual overlap that takes careful reading to separate.

    Naming Consistency3/5

    There are partial families (check_claims/check_figure_free, pit_changes/pit_fields) and a recurring _free suffix, which helps. But point_in_time breaks the pit_ prefix convention, and the set mixes verb_noun (check_claims) with noun/noun_phrase styles (point_in_time, recasts_free), so no single predictable pattern holds throughout.

    Tool Count5/5

    Six tools is well-scoped for the SEC-filings domain, with each tool mapping to a distinct capability (verification, point-in-time query, changefeed, dictionary, recast detection). No obvious redundancy in count or missing slots that warrant more tools.

    Completeness4/5

    The surface covers claim verification, point-in-time figures, a daily change feed, a data dictionary, and recast detection, which is strong lifecycle coverage for this domain. Minor gaps remain: no tool to discover supported filers/tickers or to fetch the underlying filing text/document referenced by the verdicts.

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