# FinancialMD MCP server > AI-native financial terminal for agents: company financial statements over MCP. Every number carries a proof back to the filing > (accession, form, page, XBRL tag, source URL). Every number is point-in-time: ask for the view as > known on any date. Thirty-six read-only tools over the FinancialMD HTTP API, and request_data to > tell us what is missing. Information only, not investment advice. Endpoint: https://mcp.financial.md/mcp (MCP Streamable HTTP, stateless, JSON-RPC over POST) Auth: optional. OAuth 2.1 bearer token (metadata at https://mcp.financial.md/.well-known/oauth-protected-resource) or an API key in `X-FMD-Api-Key`. Without either, the keyless tier answers (25 metered calls a day per IP; metadata and filing-layer reads are generous). API keys are not issued publicly yet; https://financial.md/keys says when they open. ## Tools - company_lookup: resolve a ticker, CIK, fmd id or name to a company. - company_profile: ids, listings, sector, template, fiscal year end, datasets available. - financials_standardized: one statement (or the supplemental share data) on the FinancialMD template; period_type, limit, as_of, original, history. - financials_as_reported: the filer's own line items with tags and dims. - metrics_list: concept ids, labels, order and formulas for the company's template (statement "ratios" lists the ratios). - ratios: margins, returns, leverage, liquidity, growth, EPS, bank and insurer ratios computed from the filings, and valuation at each period end on IEX closes, each with the proofs of its inputs. - ratios_daily: one ratio as a series; valuation ratios (market cap, EV, P/E, P/B, EV/EBITDA, yields) one point per session, each pairing the IEX close with the facts known that evening. - filings_list: filings index with accession, form, dates. - filing_get: one filing by accession with its documents. - filing_facts: every mapped fact one filing tagged, grouped by statement, in one call. - screen: range filters, sort and paging on latest-period metrics across every covered company. - proof_get: the proof behind a value, with the raw facts it derives from. - verify_value: check a number against the filed value; verdict matches, differs or unknown. - changes_since: facts whose knowledge opened since a time (the webhook's pull twin). - snapshot_as_of: all three statements and the ratios as known on a date, one call. - compare_versions: first-reported versus current values for one period, with both proofs. - insider_transactions: Forms 3, 4 and 5 transaction lines of a company's insiders, newest first. - institutional_holders: the managers that reported a 13F position in a company for one quarter. - institutional_holdings: one 13F manager's portfolio for one quarter; accepts a CIK or a manager name. - stock_prices: daily bars built from trades at IEX only; not the consolidated tape, not the official close; adjust "splits" adds split-adjusted values. - corporate_actions: stock splits as filed (confirmed by price or not) and dividends per share declared or paid per period. - events_calendar: earnings releases (8-K Item 2.02 filed) and model-expected dates, for one company or all. - company_events: a company's 8-K filings with the items they report, a headline and an importance from 1 to 5. - segments: as-reported segment facts (business, geography, product). - insider_holders: what each insider owned after their latest Form 4 or 5 transaction. - fund_holders: funds holding a company in their latest Form N-PORT. - fund_holdings: one fund's N-PORT portfolio, by series id or name. - identifiers: CIK, LEI and FIGI with their evidence. - filing_document: a filing's EDGAR document links. - dividends: cash dividends with declaration, record, ex and pay dates as filed; a missing ex-date is never inferred. - fund_profile: a fund's type (ETF, index...) from N-CEN and each share class's prospectus fees and expense ratio. - company_kpis: company-reported adjusted (non-GAAP) and operating metrics from earnings releases, each with its exact citation and confidence. - news: 8-K filings across all companies, newest first, with event types and an importance from 1 to 5 (importance_min 4 for top stories); not wire news. - filing_search: keyword search across EDGAR documents since 2001 (SEC EDGAR full-text search), with FinancialMD ids for the companies on each. - coverage: what FinancialMD serves and what it does not. Consensus estimates, analyst ratings, transcripts, real-time prices, CUSIP/ISIN and other licensed data are not covered; it names what to use instead. - request_data: tell us what data you needed and did not find. If a dataset, field, company or analysis is missing, call it (or POST https://fmd-api-dev.wittybeach-e728766e.westus3.azurecontainerapps.io/v1/request-data): free, no key, takes seconds, reviewed weekly. - request_status: follow a request by its request_id (GET https://fmd-api-dev.wittybeach-e728766e.westus3.azurecontainerapps.io/v1/request-data/{id}): new, triaged, planned, done with the tool that serves it, or wontfix with a note. Shipped requests: https://financial.md/requested. ## Documents - https://mcp.financial.md/skill.md: how to use the tools, the as_of idea, how to verify. - https://mcp.financial.md/skills/: the SKILL.md recipes as a list (company-snapshot, valuation-inputs, verify-a-number, restatement-review, point-in-time-replay and more); https://mcp.financial.md/skills.zip has them all. - https://financial.md/docs/agents: three-step quickstart (connect, keyless call; per-call payment is planned and not on yet). - https://mcp.financial.md/.well-known/mcp.json: server card (also at /.well-known/mcp). https://mcp.financial.md/server.json: the MCP Registry entry. - https://mcp.financial.md/mcp-tools.json: pinned tools/list snapshot (Microsoft 365 Copilot package). - https://fmd-api-dev.wittybeach-e728766e.westus3.azurecontainerapps.io/openapi.json: the HTTP API these tools wrap (docs/API.md). ## Rules the tools follow - Numbers are objects: value, unit, currency, decimals, period, known {from, to}, restated, method, calc_type, proof. - as_of=YYYY-MM-DD returns what was known at that instant. original=true returns the first-reported version. history=true returns every knowledge version, oldest first. - Errors are tool results with isError and a remedy: 402 says what is open today (keys and per-call payment are not open yet); 429 carries Retry-After; 404 names the company or dataset that is missing. - Docs: https://financial.md/docs. Terms: https://financial.md/terms. Privacy: https://financial.md/privacy.