# MetricDuck — SEC Filing Intelligence

> Audit-grade SEC data for your AI agent — free, self-serve, every fact clickable to the source filing. Structured financials, filing text, qualitative signals, peer comparisons, screening, and raw XBRL facts for 5,500+ US public companies. Fundamentals updated daily from SEC EDGAR; daily end-of-day prices from a market-data feed.

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## Quick Links

- **MCP Server:** https://mcp.metricduck.com/mcp (remote, streamable HTTP)
- **Setup Guide:** https://metricduck.com/mcp/setup
- **Tool Reference:** https://metricduck.com/docs/mcp/tools
- **API Documentation:** https://metricduck.com/docs
- **OpenAPI Specification:** https://api.metricduck.com/openapi.json
- **Complete API Docs (AI-friendly):** https://metricduck.com/llms-full.txt
- **AI agent landing:** https://metricduck.com/agents
- **Pricing:** https://metricduck.com/pricing

---

## MCP Server (Primary Product)

MetricDuck provides a **Model Context Protocol (MCP) server** for Claude Code, Claude Desktop, Cursor, Windsurf, and any MCP-compatible AI client. Connect once, then ask financial questions in natural language.

### Quick Start

**Remote MCP Server (recommended)** — paste this URL into your AI client's MCP settings:

```
https://mcp.metricduck.com/mcp
```

**Claude Code** (`.mcp.json` in project root):
```json
{
  "mcpServers": {
    "metricduck": {
      "type": "http",
      "url": "https://mcp.metricduck.com/mcp"
    }
  }
}
```

Or via CLI: `claude mcp add --transport http -s user metricduck https://mcp.metricduck.com/mcp`

**Claude Desktop** (`claude_desktop_config.json`):
```json
{
  "mcpServers": {
    "metricduck": {
      "command": "npx",
      "args": ["mcp-remote", "https://mcp.metricduck.com/mcp"]
    }
  }
}
```

**Cursor / Windsurf:** Add `https://mcp.metricduck.com/mcp` as a remote MCP server URL in settings.

**ChatGPT:** Add `https://mcp.metricduck.com/mcp` as a custom connector (remote MCP server). Requires a ChatGPT plan with connectors / developer mode enabled; see OpenAI's remote-MCP docs for current steps. The Responses API accepts the same URL as a remote MCP tool.

**Headless agents & CI** (API key instead of OAuth):
```json
{
  "mcpServers": {
    "metricduck": {
      "type": "http",
      "url": "https://mcp.metricduck.com/mcp",
      "headers": {
        "Authorization": "Bearer fda_your_api_key_here"
      }
    }
  }
}
```

Get your API key at https://metricduck.com/dashboard/api-keys

### Available MCP Tools

Live tool reference (authoritative — current tools + per-tool docs): https://metricduck.com/docs/mcp/tools

Capabilities (read-only; SEC-sourced; ask in natural language):

- **Discovery & search** — browse the company and signal catalogs; fuzzy company search (handles partial matches and typos); full-text search of SEC filings since 2001 (the search window defaults to the last year unless `date_from` is set).
- **Financials & metrics** — comprehensive company overview (50+ metrics, valuation, margins, ROIC/ROE/ROA, 8-quarter trends, sector percentiles); multi-period income / balance-sheet / cash-flow statements; single-metric history; raw XBRL dimensional facts (by segment, geography, product, subsidiary).
- **Peers & screening** — sector-normalized peer comparison (70+ metrics, percentile rankings); stock screening by metric filters (ROIC, P/E, margins, growth) and sector; cross-company screening by filing signals (management tone, material weakness, SBC levels, risk patterns).
- **Filings & disclosures** — recent-filings feed; per-filing signal index (typed facts with evidence quotes and section pointers); targeted section reading (risk factors, MD&A, footnotes, earnings press releases, call transcripts — 70 section types, paginated).
- **Earnings** — guidance-vs-actual; earnings-call comparison across periods.
- **Market data** — daily end-of-day stock prices (open/high/low, close, split- & dividend-adjusted adj_close, volume) and period returns between two dates (price on/after a date, point-to-point returns).

### Example Queries

**The first call** (the fast path — numbers + qualitative + verification in one shot):
> "Pull NVDA's latest quarter from MetricDuck — revenue and margins with their SEC receipts, and what management guided for next quarter, with who said it and the filing it's anchored to."

You get receipted financials — each figure links to the SEC filing it came from — plus what management guided, attributed to the speaker and anchored to the 8-K. Check any of it against EDGAR yourself. (Kept in sync by hand with `web/src/lib/mcp-connection.ts` RECIPE_PROMPT.)

More examples:

- "What's Nvidia's gross margin trend over the last 8 quarters?"
- "Compare Apple, Microsoft, and Google on ROIC and FCF yield"
- "What risks does Tesla face according to their latest 10-K?"
- "Find tech stocks with ROIC > 25% and P/E < 30"
- "Read Apple's risk factors section"
- "What does CRM's revenue footnote say about segment breakdown?"
- "How were NVDA's latest earnings?"
- "What should I look at in Dell's latest 10-K?" (→ get_filing_index)
- "Which signals changed for Apple since last quarter?" (→ screen_filing_signals, since_date/until_date)
- "Which tech companies have cautious management tone?" (→ screen_filing_signals)
- "Which companies mention high-bandwidth memory in their 10-K?" (→ search_sec_filings)
- "Find 8-K filings about cybersecurity incidents this year" (→ search_sec_filings)

---

## Data Coverage

| Category | Coverage |
|----------|----------|
| **Companies** | 5,500+ US public companies (NYSE, NASDAQ, all major exchanges) |
| **Time Range** | 10+ years of historical data (2013+) |
| **Update Frequency** | Daily — fundamentals and filing text updated daily from SEC EDGAR; end-of-day prices (no intraday) |
| **Filing Types** | 10-K (Annual), 10-Q (Quarterly), 8-K (Events), 20-F, 40-F, 6-K |
| **Metrics** | 250+ computed metrics (ROIC, TTM, margins, ratios, growth rates) |
| **Filing Sections** | 70+ section types extracted per filing (risk factors, MD&A, footnotes, etc.) |
| **Market Data** | Daily end-of-day prices (OHLC, split/dividend-adjusted close, volume) for ~8,400 US exchange-listed tickers |
| **Data Quality** | Fundamentals direct from SEC XBRL filings; daily end-of-day prices from a market-data feed |

---

## Pricing

| Tier | Price | Tool calls | Features |
|------|-------|------------|----------|
| Free | $0 | 500/day (resets midnight UTC) | MCP + API, 5,500+ companies |
| Pro  | $20/mo or $17/mo billed annually ($200/year, save $40) | No daily cap · 50,000/month | Everything in Free, compare up to 10 peers, higher rate limits, priority email support |

1 MCP request = 1 tool call (internal fan-out doesn't multiply). v1 quotas may adjust.

See pricing: https://metricduck.com/pricing

---

## Core API Endpoints

### Company Search & Overview
- `GET /api/v1/companies/search?query={query}` — Search companies by name or ticker
- `GET /api/v1/companies/{ticker}/overview-page` — Comprehensive financial snapshot

### Financial Statements
- `GET /api/v1/companies/{ticker}/income-statement` — Income statement
- `GET /api/v1/companies/{ticker}/balance-sheet` — Balance sheet
- `GET /api/v1/companies/{ticker}/cash-flow` — Cash flow statement

### Screening & Comparison
- `POST /api/v1/screener/screen` — Screen companies by financial criteria
- `GET /api/v1/peers/{ticker}` — Peer comparison with 70+ metrics

### Filing Intelligence
- `GET /api/v1/filing-intelligence/recent` — AI-generated filing triage
- `GET /api/v1/filings/sections/summary` — Filing section inventory
- `GET /api/v1/filings/text` — Read filing section content
- `GET /api/v1/companies/{ticker}/raw-facts` — Raw XBRL facts with dimensional data

### Earnings
- `GET /api/v1/earnings/{ticker}/latest` — Latest 8-K earnings data

### Market Data
- `GET /api/v1/market/daily/{ticker}` — Daily OHLCV + split/dividend-adjusted close over a date range

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## Authentication

- **MCP Server:** OAuth (automatic browser-based) or API key (`fda_*` prefix in Authorization header)
- **REST API:** API key in `X-API-Key` header
- Get API key: https://metricduck.com/dashboard/api-keys

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## Support

- **Email:** support@metricduck.com
- **Setup Guide:** https://metricduck.com/mcp/setup
- **Documentation:** https://metricduck.com/docs

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**Built for AI agents, financial analysts, and investment professionals.**
**SEC-sourced. Deterministic. No hallucinations in the data layer.**