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FinancialMCP serverFirst audited Nov 13, 2026

Deep Values

Value investing for US stocks: SEC filings, 13F guru holdings, intrinsic value, AI briefings.The vendor's description, from its MCP Registry listing.

Passed public checksAudited Nov 13, 2026

Every public check ran and passed. Public audit: we connect as an AI client would, list the tools and check what they say. We do not run them. How we audit

Does it work?
YesConnected in 355 ms.
Sign-up?
None neededIt answered without any account or key.
Can it change things?
YesSome tools say they can change things. Your AI client should ask you first.
Endpointhttps://app.deepvalues.ai/api/mcp

Website Streamable HTTP · protocol 2025-11-25 · server version 1.1.0

What we checked, the evidence, and the tools it offers.

What we checked

Security

  • Passed: Connections are encrypted (HTTPS).

  • Passed: No hidden instructions found in tool text.

Safety labels

  • Note: 3 tools are labelled as able to change things.

    Expected for tools that send, write or buy. Your AI client should ask before calling them.

    • keys_create
    • credits_checkout
    • request_data
  • Passed: Every tool says whether it only reads or can change things.

Tools

  • Passed: 30 tools listed.

  • Passed: Every tool describes its inputs with a valid schema.

Protocol

  • Passed: The MCP handshake works (Streamable HTTP).

  • Passed: Protocol version 2025-11-25 (latest).

  • Passed: Unknown requests are refused.

Connection

  • Passed: The server responds.

Tools (30)

As the server describes them. The labels are the server's own: it says whether each tool only reads or can change things.

  • keys_createThe one endpoint that needs no key. Send {} for a dv_sk_test_ sandbox key (real data, small daily quota, never billed, no /research). Send {"email":"…"} for a dv_sk_live_ key on a new prepaid account…Can change things
  • keys_meReturns the calling key, the exact balance of the ledger behind it (balanceMicro: integer micro-credits, 1 credit = $1.00 = 1,000,000), what is left in each daily quota bucket, and the environment. F…Read-only
  • credits_packsLists the prepaid credit packs this key can buy (1 credit = $1.00). Free. (GET https://app.deepvalues.ai/api/v1/credits/checkout — free; needs a connected account or a dv_sk_ key)Read-only
  • credits_checkoutCreates a one-time Stripe Checkout Session for a credit pack, bound to the calling live key’s account. When the payment completes the credits land on that balance; poll GET /keys/me. This is what a 4…Can change things
  • pricingEvery endpoint’s per-call price (credits, USD and atomic USDC), the free allowances, the daily quotas, and how an agent pays without a human: x402 in USDC — per call with no key, or as a prepaid top-…Read-only
  • request_dataName the dataset, field, company or analysis you wanted and why. Free, needs no key, never metered, and read every week: the most-asked-for data is what gets added next. Do not send personal data (em…Can change things
  • accountReturns the calling key, its scopes, environment, and today's usage across all 3 buckets. Self-billing: counts as 1 metadata call. (GET https://app.deepvalues.ai/api/v1/account — free; needs a connec…Read-only
  • ai_contextReturns a system prompt + structured context block, scoped to one ticker. Drop it into OpenAI/Anthropic/any LLM SDK to ground your chatbot in current Deep Values data without months of plumbing. Bill…Read-only
  • researchFull briefing, bull case, bear case, valuation, investment plan and fair-value range as one structured JSON document. 0.25 credits ($0.25) per successful call, ai_research quota 50/day. Returns the l…Read-only
  • intrinsic_valuePer-method intrinsic value per share (DCF on free cash flow, owner earnings, Damodaran two-stage), their equal-weight blend, Monte Carlo bounds and the implied gap to the current price, and the lead…Read-only
  • as_filedCall this when the question is about what was known on a past date (a backtest, an audit, "what did the 10-K say at the time"), not about the current restated figures. Returns, for each fiscal period…Read-only
  • briefCall this first when asked whether a listed company looks cheap or expensive, what it is worth, or which well-known investors own it: one call returns the intrinsic value per share (with each valuati…Read-only
  • smart_money_holdingsReturns every guru from our 60-name roster who held the requested ticker as of the latest 13F-HR quarter (or a specific historical quarter). Each row includes shares, USD value, % of portfolio, and t…Read-only
  • smart_money_changesAll 13F position changes meeting the materiality threshold (new positions, full exits, ≥25% share-count shifts, OR ≥$100M position size) across our entire 60-guru roster, in the requested window. (GE…Read-only
  • guru_movesThe Follow the Pros feed. Every material 13F move — new position, full exit, a share count that moved by 25%, or a position of $100M or more — ordered by the date the filing became public, with a det…Read-only
  • verdictOne guru's disclosed move in one ticker, with the sentence Deep Values publishes about it and every number behind it: the company's legal name beside the ticker (`name`, null where we hold none), the…Read-only
  • mirror_briefThe same move as /verdict, flattened into a brief: what the investor did, when, at what price, against our value band, plus the verdict sentence. It carries NO quantity and NO instruction — `sizing`…Read-only
  • gurus60 hand-picked institutional investors — every name a serious value investor would recognize. Filter by style. (GET https://app.deepvalues.ai/api/v1/gurus — 0.01 credits per call; works with no crede…Read-only
  • guruOne guru: bio + top holdings (GET https://app.deepvalues.ai/api/v1/gurus/{slug}, e.g. https://app.deepvalues.ai/api/v1/gurus/warren-buffett — 0.01 credits per call; works with no credentials up to 5…Read-only
  • guru_portfolioOne guru's full portfolio at a quarter (GET https://app.deepvalues.ai/api/v1/gurus/{slug}/portfolio, e.g. https://app.deepvalues.ai/api/v1/gurus/warren-buffett/portfolio — 0.01 credits per call; work…Read-only
  • thesesPublic investment theses with structured metadata — sentiment, conviction, price target, anchored DVI run. Filter by ticker, conviction, or sentiment. (GET https://app.deepvalues.ai/api/v1/theses — 0…Read-only
  • indicators_buffettUS corporate equities ÷ GDP, with zones (significantly undervalued through significantly overvalued) and historical percentile. (GET https://app.deepvalues.ai/api/v1/indicators/buffett — 0.001 credit…Read-only
  • indicators_shiller_peShiller PE with historical percentile (GET https://app.deepvalues.ai/api/v1/indicators/shiller-pe — 0.001 credits per call ($0.005 when paid per call over x402); works with no credentials up to 25 ca…Read-only
  • sentimentValue-investor sentiment rollup (not WSB noise) (GET https://app.deepvalues.ai/api/v1/sentiment/{ticker}, e.g. https://app.deepvalues.ai/api/v1/sentiment/AAPL — 0.001 credits per call ($0.005 when pa…Read-only
  • newsSentiment-scored news (GET https://app.deepvalues.ai/api/v1/news/{ticker}, e.g. https://app.deepvalues.ai/api/v1/news/AAPL — 0.001 credits per call ($0.005 when paid per call over x402); works with n…Read-only
  • companies_searchCompany search (GET https://app.deepvalues.ai/api/v1/companies — 0.001 credits per call ($0.005 when paid per call over x402); works with no credentials up to 25 call(s)/day per address) Missing data…Read-only
  • company_overviewCompany overview (GET https://app.deepvalues.ai/api/v1/companies/{ticker}/overview, e.g. https://app.deepvalues.ai/api/v1/companies/AAPL/overview — 0.001 credits per call ($0.005 when paid per call o…Read-only
  • fundamentalsIncome + balance + cashflow (GET https://app.deepvalues.ai/api/v1/fundamentals/{ticker}, e.g. https://app.deepvalues.ai/api/v1/fundamentals/AAPL — 0.001 credits per call ($0.005 when paid per call ov…Read-only
  • filingsSEC filings (10-K, 10-Q, 8-K, etc) (GET https://app.deepvalues.ai/api/v1/filings/{ticker}, e.g. https://app.deepvalues.ai/api/v1/filings/AAPL — 0.001 credits per call ($0.005 when paid per call over…Read-only
  • webhooks_listList webhook subscriptions (GET https://app.deepvalues.ai/api/v1/webhooks — free; needs a connected account or a dv_sk_ key)Read-only

Audit history

  1. Nov 13Passed

What we sent

Every request in this audit, with the answer and how long it took. We never send credentials and never call a tool.

RequestAnswerTime
initializeHTTP 200355 ms
initializedHTTP 20291 ms
tools/listHTTP 200383 ms
unknown-methodHTTP 200107 ms

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