canli-fundamentals-mcp

SEC company fundamentals point in time, as an MCP server. For any value a company reported in XBRL, it tells your AI assistant three things: what was first reported, what the latest filing says, and what was known on a given date. Every value comes with the filing behind it.

That difference matters. Apple's diluted EPS for fiscal 2018 was 11.91 in the annual reports of 2018 and 2019, and 2.98 in the 2020 report, after its 4-for-1 split. A backtest that reads today's data for a 2018 decision uses a number nobody saw in 2018. Apple's accounts payable at the end of fiscal 2017 was first reported as $49.05B and changed to $44.24B a year later. Of 3,827 annual periods Apple has reported, 190 now read differently from their first report, not counting 35 per-share and share-count changes from its stock splits.

npx -y canli-fundamentals-mcp

Claude Code:

claude mcp add canli-fundamentals -- npx -y canli-fundamentals-mcp

Hosted, no install (claude.ai connectors, ChatGPT, Cursor, or any client that takes a URL):

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

Claude Desktop, Cursor or any MCP client (mcpServers in its config):

{
  "mcpServers": {
    "canli-fundamentals": { "command": "npx", "args": ["-y", "canli-fundamentals-mcp"] }
  }
}

Then ask things like "What did Apple report as of 31 December 2018?", "Which of Microsoft's annual numbers were restated?", "Show Toyota's revenue since 2015" or "Show every filing that reported Apple's 2017 accounts payable".

Tools

Companies are named by ticker (AAPL) or SEC CIK (320193). All five tools are read-only.

Naming a measure

Use a plain name and the server follows the measure across the tags a company has used for it. Apple's revenue was SalesRevenueNet until fiscal 2017 and RevenueFromContractWithCustomerExcludingAssessedTax from 2018; Toyota's figures moved from us-gaap to IFRS. Each value names the tag it came from.

Common variants work too (sales, revenues, EPS, total_assets). Any XBRL tag also works (AccountsPayableCurrent), us-gaap by default; a tag that exists in two taxonomies is read from both, and a prefix picks one (us-gaap:Assets, dei:EntityCommonStockSharesOutstanding). A tag the company stopped using comes back with newer_series, naming the plain name that continues it.

Related MCP server: edgar-mcp

Where the numbers come from, and how you can check them

For every company in its reference, canlicapital.com serves the SEC's XBRL companyfacts response byte for byte, as a gzip snapshot, and names the snapshot's SHA-256 in the company's record. This server:

1. resolves the ticker from https://canlicapital.com/api/v1/company-tickers.json;

2. reads the company record at /company-data/{CIK}.json;

3. downloads the snapshot it names and refuses it unless its SHA-256 matches;

4. computes everything else on your machine.

Those GETs are the only network traffic. Each result names the snapshot (its date, hash, URL and the SEC URL it came from), so you can fetch the same file from the SEC and compare.

How periods are handled:

• A period is its start and end date. A quarter and a year-to-date figure that end on the same day are different periods, and values are never merged across them.

• Durations of 350 to 380 days are annual (52- and 53-week years included). Durations of 80 to 125 days are quarterly, which covers 12- to 17-week quarters such as Kroger's 16-week first quarter. Anything else (six- and nine-month year-to-date figures) appears only under periods: "all".

• A balance (an instant) takes the kind of the report that first carried it: year-end balances are first reported in annual reports, interim balances in 10-Qs and 6-Ks.

• first_reported is the earliest filing by filed date, then accession number. With as_of, only filings made on or before that date exist, for every basis, so nothing filed later can leak in.

• When one filing reports a period under two tags of a plain name, the value comes from the tag that first reported the period, so a second definition in the same filing is not read as a revision.

• Filing-fee exhibits (the ffd taxonomy) and registration statements (424B prospectuses, S- and F- forms) are left out: they repeat facts that are not periodic results.

• A split is recognised when the change matches a split ratio the company reported (StockholdersEquityNoteStockSplitConversionRatio1). With no reported ratio, a per-share or share change by a whole ratio from 2 to 20 is marked split_likely. Both are left out of restatements unless include_splits is set. A value that changed and later went back to its first report is counted in changed_then_reverted, not listed.

Limits

• Values are as the SEC's companyfacts API reports them in the snapshot named with each result. Filings made after the snapshot date are missing: each result gives the snapshot's age_days, and snapshot_note says so when as_of is later than the snapshot.

• tag_change means the first and latest values come from different tags of a plain name. That can be a real restatement or two definitions of the measure; read both filings.

• Results are capped at about 14,000 characters of rows, newest first; truncated says when rows were cut.

• filed is the date a filing reached EDGAR. To avoid lookahead, treat a value as known from the next trading day after it was filed.

• A changed value can be a restatement, a reclassification or a correction; the accession number names the filing to read.

• Coverage is the SEC filers in the Canli company reference (6,415 tickers). A company outside it returns an error naming its CIK.

• Company-reported data. Not investment advice.

Settings

Part of the Canli MCP family

• canli-validation-mcp: checks whether a backtest is real (deflated Sharpe, probability of overfitting, minimum track record).

• canli-research-mcp: Canli Capital's open research record.

Code MIT. The SEC filings and XBRL facts are U.S. government works in the public domain; Canli Capital's selection and derived data are CC BY 4.0 (credit "Canli Capital (canlicapital.com)").