Skip to main content
Glama
heathrenfroe-sys

blueprint-10k

blueprint-10k — an MCP server for SEC filing analysis

An MCP server that gives Claude a toolbox of deterministic finance tools for analyzing 10-K/10-Q filings: the LLM does the reading and reasoning, but every number comes from real math in Python — no hallucinated ratios.

Paired with a set of Claude Code subagents (.claude/agents/) that use these tools as a multi-agent equity-research pipeline: retrieve filing → extract financials → analyze risk factors → scout news → forecast → validate → format.

Tools by module

Module

Tools

tools/edgar.py

Fetch filings from SEC EDGAR (company lookup, filing index, section extraction, HTML cleaning)

tools/market_data.py

Prices, history, and market snapshots via yfinance

tools/ratios.py

Liquidity / leverage / profitability / efficiency ratios from raw statement inputs, schema-validated

tools/fcf.py

Free-cash-flow computation

tools/econometrics.py

Regression + time-series diagnostics (statsmodels)

tools/var.py

Value-at-Risk (parametric + historical) for position sizing

tools/options.py

Black-Scholes pricing and greeks

tools/news.py

Multi-source news scout: Alpha Vantage, Finnhub, yfinance, EDGAR 8-Ks, Google News RSS, Reddit — with dedupe, VADER sentiment, and JSON archiving

tools/boilerplate.py

Jaccard-similarity filter that strips boilerplate legalese from risk-factor sections

tools/validation.py

JSON-schema validation + token-aware text chunking

tools/charts.py

Matplotlib chart cards for distribution

tools/output.py

Report assembly + webhook delivery

tools/forecastx.py

Stub: cross-validation against Excel forecasts (xlwings)

Sample news-scout output lives in news_archive/.

Related MCP server: edgar-mcp

Setup

pip install -r requirements.txt
cp .mcp.json.example .mcp.json   # then fix the paths for your machine
mcp run server.py                # or let Claude Code start it via .mcp.json

Optional API keys (each news source degrades gracefully if its key is absent):

Env var

Source

ALPHAVANTAGE_KEY

Alpha Vantage news + sentiment

FINNHUB_KEY

Finnhub company news

REDDIT_CLIENT_ID / REDDIT_CLIENT_SECRET

Reddit via PRAW

MAKE_WEBHOOK_INTERNAL / MAKE_WEBHOOK_PUBLIC

Make.com delivery webhooks for tools/output.py

Note: SEC EDGAR requires a User-Agent identifying you (see tools/edgar.py) — replace the contact info with your own before heavy use.

The agent pipeline

.claude/agents/ defines the subagents Claude Code spawns for a full analysis:

  • coordinator — orchestrates the run, delegates to the specialists

  • filing_retrieval — finds and fetches the right 10-K/10-Q from EDGAR

  • financial_extractor — pulls the statements out of Item 8

  • risk_analyst — reads Item 1A with the boilerplate filter

  • news_scout — recent-news sweep with sentiment

  • forecaster — projections grounded in the econometrics tools

  • options_strategist — strategy ideas priced with the BS tools

  • validator / output_formatter — schema checks, then the final report

A
license - permissive license
-
quality - not tested
C
maintenance

Maintenance

Maintainers
Response time
Release cycle
Releases (12mo)
Commit activity

Resources

Unclaimed servers have limited discoverability.

Looking for Admin?

If you are the server author, to access and configure the admin panel.

Latest Blog Posts

MCP directory API

We provide all the information about MCP servers via our MCP API.

curl -X GET 'https://glama.ai/api/mcp/v1/servers/heathrenfroe-sys/blueprint-10k'

If you have feedback or need assistance with the MCP directory API, please join our Discord server