# MetricDuck — SEC Filing Intelligence

> SEC filing intelligence for AI agents — investment research, due diligence, and financial analysis with full audit trails. Structured financials, AI-scored risk/accounting analysis, sector-normalized peer comparisons, stock screening, and raw XBRL facts for 5,500+ US public companies. Updated daily from SEC EDGAR.

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## Quick Links

- **MCP Server:** https://mcp.metricduck.com/mcp (remote, streamable HTTP)
- **Setup Guide:** https://metricduck.com/mcp/auth
- **Tool Reference:** https://metricduck.com/docs/ai-stream/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
- **Pricing:** https://metricduck.com/ai

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## 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 project 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.

**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/settings

### Available MCP Tools (13 tools)

1. **search_companies** — Fuzzy search by name or ticker. Supports partial matches and typos.
2. **get_company_overview** — Comprehensive financial snapshot: 50+ metrics, valuation, profitability, margins, returns (ROIC, ROE, ROA), cash flow, balance sheet, 8-quarter trends, sector percentiles, filing intelligence highlights.
3. **get_financials** — Multi-period financial statements (income, balance sheet, cash flow). Quarterly or annual, up to 5 years history.
4. **get_filing_intelligence** — AI-generated 5-pass triage of SEC filings (narrative, accounting quality, hidden liabilities, risk landscape, segments). Plus 8-K earnings analysis.
5. **compare_companies** — Peer comparison with 70+ metrics, sector percentile rankings, and relative strength insights.
6. **screen_companies** — Stock screener with metric filters (ROIC, P/E, margins, growth, etc.) and sector constraints across 5,500+ companies.
7. **list_filings** — Browse SEC filings (10-K, 10-Q, 8-K) with section-level inventory, word counts, and chunk counts.
8. **get_filing_section** — Read specific sections from SEC filings (risk factors, MD&A, footnotes, earnings press releases). 67+ section types for 10-K/10-Q, 5 earnings types for 8-K. Paginated.
9. **get_xbrl_facts** — Search raw XBRL facts by human-readable label. Returns dimensional breakdowns (by segment, geography, product, subsidiary).
10. **get_filing_index** — Navigable signal index for a filing: typed facts (tone, risks, accounting, segments, liabilities) with evidence quotes and section pointers for drill-down. Agnostic to intent — presents all extracted facts neutrally.
11. **get_filing_changes** — What changed between consecutive filings: new risk factors, tone shifts, guidance revisions, accounting changes. Structural diff of typed facts, not score comparison.
12. **screen_filing_signals** — Cross-company screening by filing intelligence signals (management tone, material weakness, SBC levels, risk patterns). Filters by verifiable facts from filings, not LLM-generated scores.
13. **search_sec_filings** — Full-text search across all SEC EDGAR filings since 2001. Find which companies mention specific terms (e.g., "high-bandwidth memory", "CHIPS Act", "cybersecurity incident"). Keyword matching with boolean operators, proximity search, and wildcards. Returns filing-level matches — use other tools for analysis.

### Example Queries

- "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)
- "What changed in Apple's filing vs last quarter?" (→ get_filing_changes)
- "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** | Real-time (new filings processed within minutes of SEC publication) |
| **Filing Types** | 10-K (Annual), 10-Q (Quarterly), 8-K (Events), 20-F, 40-F, 6-K |
| **Metrics** | 323+ computed metrics (ROIC, TTM, margins, ratios, growth rates) |
| **Filing Sections** | 67+ section types extracted per filing (risk factors, MD&A, footnotes, etc.) |
| **Data Quality** | Direct from SEC XBRL filings, no third-party aggregation |

---

## Pricing

| Tier | Price | Credits | Features |
|------|-------|---------|----------|
| Free | $0 | 500/day | MCP + API, 13 tools, 5,500+ companies |
| Plus | $15/mo | 50K/mo | All features, 50 alerts, CSV export |
| Pro | $29/mo | 200K/mo | All features, 200 alerts, batch export |
| Max | $79/mo | 1M/mo | All features, priority support |

Annual billing: 17% discount. No credit card required for free tier.

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

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## 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/companies/{ticker}/filing-intelligence` — 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

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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/settings

---

## Support

- **Email:** support@metricduck.com
- **Setup Guide:** https://metricduck.com/mcp/auth
- **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.**