TGMCharts

Measured conclusion: Deep-tested. L2 outcome: tools_ok.

US stock fundamentals: SEC financial statements, valuation series, summaries, screens, chart images.

Add to your agent

Copy this into your MCP client config:

{
  "mcpServers": {
    "TGMCharts": {
      "url": "https://tgmcharts.com/api/v1/mcp",
      "transport": "streamable-http"
    }
  }
}

Measured tools (7)

• get_stock_summary read-only

  Use first for any question about one company. Compact fundamentals summary for one ticker (~5 KB): latest close, market cap, valuation ratios, margins, returns, dividend record, and 3/5/10-year growth CAGRs, with as-of dates and applicability notes. Null values are honest gaps or sector-inappropriate metrics — never zeros.

  Parameters:

  • symbol (required) — string — Ticker symbol, e.g. AAPL
  • format — string — json (default): the full JSON as text. markdown: a compact table or list, fewer tokens. structuredContent is the full JSON either way.

  Hints: read-only yes · destructive no · idempotent yes · open-world no

• list_metrics read-only

  Use to find the right metric slug before get_metric_series or get_chart. The full metric catalog: slug, label, unit, basis (daily/monthly/annual/quarterly/ttm — the stored sampling density, never overstated), methodology, and whether each metric is available as a JSON series (get_metric_series) and/or a chart render (get_chart). The same dictionary is the resource tgmcharts://metrics.

  Parameters:

  • format — string — json (default): the full JSON as text. markdown: a compact table or list, fewer tokens. structuredContent is the full JSON either way.

  Hints: read-only yes · destructive no · idempotent yes · open-world no

• get_metric_series read-only

  Use for a metric's history or trend (is the P/E high versus its past? how have margins moved?). Historical series for a TGMCharts-computed metric (daily valuation/yield lines, rolling TTM flows, quarterly margins). Points are even-time downsampled to max_points (default 120) to stay token-frugal — raw density is available at https://tgmcharts.com/api/v1/series/{symbol}/{metric}. points:null = intentionally withheld (sector-inappropriate, message included); [] = no stored history.

  Parameters:

  • symbol (required) — string — Ticker symbol, e.g. KO
  • metric (required) — string — Series-tier metric slug (see list_metrics)
  • years — integer — Trailing window in years (default: full stored history)
  • format — string — json (default): the full JSON as text. markdown: a compact table or list, fewer tokens. structuredContent is the full JSON either way.
  • max_points — integer — Downsample cap (default 120)

  Hints: read-only yes · destructive no · idempotent yes · open-world no

• get_chart read-only

  Use when the answer should show a picture of a metric's history. A ready-to-embed 1600×900 PNG chart of a metric's history in TGMCharts' house style (watermarked, as-of stamped). Returns the canonical URL — fetch or embed it directly (<img src=…>); it is edge-cached and needs no key. Sector-gated or empty histories render an honest explanation card rather than failing.

  Parameters:

  • symbol (required) — string — Ticker symbol, e.g. AAPL
  • metric (required) — string — Chart-tier metric slug (see list_metrics)
  • years — integer — Trailing window in years
  • compare — string — Second ticker for grouped comparison bars (bar metrics only)

  Hints: read-only yes · destructive no · idempotent yes · open-world no

• get_financial_statement read-only

  Use for line items as filed with the SEC (revenue, net income, cash flow, dividends paid, debt…) by year or quarter. Raw as-filed statement rows (income statement, balance sheet, or cash flow) sourced exclusively from SEC EDGAR XBRL company facts — public domain, latest-filed per period, honest nulls (never zero-filled, never vendor-backfilled). Derived quarters are disclosed. Token-frugal default: 5 fiscal years without per-value provenance; set include_provenance for the winning us-gaap tag + accession per value, or use https://tgmcharts.com/api/v1/statements/{symbol}/{statement} for full depth (30y, CSV).

  Parameters:

  • symbol (required) — string — Ticker symbol, e.g. AAPL
  • statement (required) — string — Which statement
  • years — integer — Trailing fiscal years of rows (default 5; quarterly serves 4×years)
  • format — string — json (default): the full JSON as text. markdown: a compact table or list, fewer tokens. structuredContent is the full JSON either way.
  • period — string — annual (default) or quarterly
  • include_provenance — boolean — Include per-value provenance (us-gaap tag, accession, filed date). Default false to stay token-frugal.

  Hints: read-only yes · destructive no · idempotent yes · open-world no

• compare_stocks read-only

  Use to compare companies against each other. Side-by-side headline fundamentals for 2–4 tickers (latest values with as-of context): market cap, close, P/E, P/S, margins, ROE, dividend yield, and 5-year revenue/EPS CAGRs. Uncovered symbols are reported honestly, not dropped silently.

  Parameters:

  • symbols (required) — array — 2–4 ticker symbols
  • format — string — json (default): the full JSON as text. markdown: a compact table or list, fewer tokens. structuredContent is the full JSON either way.

  Hints: read-only yes · destructive no · idempotent yes · open-world no

• screen_stocks read-only

  Use to find companies that meet conditions (cheap, high dividend, fast growth…). Filter and rank the covered universe (about 4,000 US-listed names) on fundamental fields (marketCap, peRatio, dividendYield, consecutiveYears, margins, 5y CAGRs, …). Returns at most 25 rows — the MCP tier's cap; the full screener lives at https://tgmcharts.com/screener. Units: yields, margins, growth and CAGRs are fractions, not percents (dividendYield gt 0.03 = above 3%; see the field description). Example: filters [{field: "dividendYield", operator: "gt", value: 0.03}, {field: "consecutiveYears", operator: "gte", value: 25}], sortBy "dividendYield".

  Parameters:

  • limit — integer — Rows to return (default 10, max 25)
  • format — string — json (default): the full JSON as text. markdown: a compact table or list, fewer tokens. structuredContent is the full JSON either way.
  • sortBy — string — Sort field (default marketCap)
  • filters — array
  • sortOrder — string — Default desc
  • includeEtfs — boolean — Include ETFs (default false)

  Hints: read-only yes · destructive no · idempotent yes · open-world no

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Measured by MCPYP probing. Untested fields are omitted, never estimated. Listing is always free; MCPYP never proxies calls or stores user tokens.