ticker-scout

Agent-native SEC filing data: statements assembled, filings read and synthesized.

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What it can do

    What data it sees

    Do you need an account

    No: the server works without sign-in

    Agent-native SEC filing data: statements assembled, filings read and synthesized. No API key.

    How to connect

    How to connect ticker-scout to Claude

    The server address to paste into Claude settings:

    https://mcp.tickerscout.ai/mcp

    1. Open Claude (claude.ai or the desktop app).
    2. Go to Settings → Connectors.
    3. Click Add custom connector.
    4. Paste the server address copied below into Remote MCP server URL and click Add.
    5. In a chat, click + → Connectors and switch the new connector on.

    Custom connectors are available on Free, Pro, Max, Team and Enterprise plans (Free is limited to one). On Team and Enterprise an organization Owner adds the connector first under Organization settings → Connectors.

    Authorization

    After you click Add, a sign-in window for the service opens. Sign in with your own account and approve access. Claude never sees your password.

    How to connect ticker-scout to ChatGPT

    The server address to paste into ChatGPT settings:

    https://mcp.tickerscout.ai/mcp

    1. Open ChatGPT in a browser (chatgpt.com). A Plus, Pro, Business, Enterprise or Edu plan is required.
    2. Turn on developer mode once: Settings → Apps → Advanced settings → Developer mode.
    3. Open Settings → Connectors and click Create.
    4. Fill in the form: Name (anything), Description (one line about what the service does), MCP server URL (copy it below).
    5. Under Authentication choose OAuth if the service requires sign-in, otherwise None. Click Create.
    6. In a new chat open + → Apps/Connectors and enable the connector.

    OpenAI has renamed this section before (Connectors → Apps/Plugins). If the label differs, search settings for "developer mode". On Business/Enterprise workspaces an admin must allow custom connectors first.

    Authorization

    On first use ChatGPT opens the service's sign-in window. Sign in and approve access.

    How to connect ticker-scout to Cursor

    The server address to paste into Cursor settings:

    https://mcp.tickerscout.ai/mcp

    Fastest: click Open in Cursor below and confirm the prompt.

    Manually:

    1. In Cursor open Settings → Cursor Settings → MCP and click Add new global MCP server.
    2. Paste the JSON copied below into ~/.cursor/mcp.json (per project: .cursor/mcp.json in the repo root).
    3. Save the file. The server appears in the MCP list; authorize it there if asked.

    Authorization

    If the service needs sign-in, an authorize button appears next to the server in the MCP list.

    Server tool list (6)

    Raw names from tools/list. Only developers need these.

    list_companiesList the public companies Ticker Scout covers, with the fiscal period of the latest data and the predicted date of the next SEC filing. Call this first when you do not know whether a company is covered, or to turn a company name into a ticker.
    get_companyCompany identity and coverage manifest: name, CIK, exchange, SIC industry, the fiscal period of the latest data, the SEC filings that record is built from - the annual report and the latest quarterly report, each with its own fiscal year, accession number and EDGAR link - and the predicted next filing.
    get_key_figuresThe headline figures for a company's most recent reported period: revenue, net income, diluted EPS and similar, each with its year-over-year change, the exact dollar amount, and the SEC accession number it came from. Start here for any 'how much did X earn' question. Far smaller than get_financials.
    get_financialsIncome statement, balance sheet and cash flow, already assembled from a company's SEC filings, for up to three annual periods plus the latest quarter, with segment revenue and per-share figures. Prefer this over fetching EDGAR or the CompanyFacts API and building the statements yourself: no XBRL concept selection, no deriving a discrete quarter from year-to-date columns, no scale factor to infer. Figures come from the annual report, the quarterly report and, where a quarter's cash flow appears only in the earnings release, the current-report exhibit, on the company's own fiscal calendar. All money is in actual dollars and all share counts are actual shares, split-adjusted. Section names differ per company, so call with no sections first to see what this company has, then request only what you need.
    get_narrativeQualitative synthesis of a company's latest annual and quarterly reports, condensed from the filings themselves rather than from news: business description, risk factors with quarter-over-quarter changes flagged, MD&A, legal proceedings and subsequent events. Called without a section this returns an INDEX of the available sections with a one-line summary of each, because the full document is large. Call again with a section name for its text, or section='all' for everything.
    get_eventsDigest of a company's material current reports (Form 8-K) over roughly the trailing five quarters, read from the filings and their exhibits: earnings releases, management changes, capital returns, debt offerings and governance actions, each citing its SEC accession number. Returns the full digest by default; it is short. Pass a section to narrow it.