Canli Fundamentals

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

SEC fundamentals point in time: first reported, known as of a date, every restatement.

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Copy this into your MCP client config:

{
  "mcpServers": {
    "Canli Fundamentals": {
      "url": "https://canlicapital.com/mcp/fundamentals",
      "transport": "streamable-http"
    }
  }
}

Measured tools (7)

• known_as_of read-only

  Get what a company had reported as of a date: per measure, the latest period filed by then, its value, and whether it was later restated; optionally ratios from those filings. For point-in-time backtests.

  Parameters:

  • company (required) — string — Ticker (AAPL), CIK or company name.
  • as_of (required) — string — Decision date: only filings on or before it count.
  • ratios — boolean — Adds margins, ROE, ROA, leverage, free cash flow.
  • periods — string — annual (default) or quarterly.
  • concepts — array — Default: ten common measures.

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

• history read-only

  Get one measure over time, newest first: as first reported (default), as latest filed, or as known on as_of, each with its filing and whether it later changed.

  Parameters:

  • company (required) — string — Ticker (AAPL), CIK or company name.
  • concept (required) — string — Plain name (revenue, eps_diluted, assets; follows tag changes) or XBRL tag (Revenues).
  • unit — string — Default: the unit with most periods.
  • as_of — string — Only filings made on or before this date count, for every basis.
  • basis — string — first_reported (default), latest, or as_of (default when as_of is set).
  • limit — integer — Default 20, newest first.
  • periods — string — annual (default), quarterly, or all (adds year-to-date).

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

• restatements read-only

  List periods whose value changed in a later filing, with first and latest values, % change and cause (stock splits left out by default). Omit concept to scan everything.

  Parameters:

  • company (required) — string — Ticker (AAPL), CIK or company name.
  • limit — integer — Default 25, newest first.
  • since — string — Only periods ending on or after.
  • offset — integer — next_offset from the last page.
  • concept — string — Default: every concept.
  • periods — string — annual (default), quarterly, or all (adds year-to-date).
  • include_splits — boolean — Also list stock-split changes; default false.
  • min_change_pct — number — Minimum absolute change, % of first value.

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

• vintages read-only

  List every filing that reported one period of one measure, oldest first: the revision history behind a number.

  Parameters:

  • company (required) — string — Ticker (AAPL), CIK or company name.
  • concept (required) — string — Plain name (revenue, eps_diluted, assets; follows tag changes) or XBRL tag (Revenues).
  • end (required) — string — Period end.
  • unit — string — Default: the unit with most periods.
  • start — string — Period start, when several periods share the end (quarter vs year-to-date).

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

• list_concepts read-only

  List the XBRL concepts a company reports and the plain names it supports, with units, periods, date range and restated-period counts.

  Parameters:

  • company (required) — string — Ticker (AAPL), CIK or company name.
  • limit — integer — Default 40.
  • offset — integer — next_offset from the last page.
  • search — string — Words in concept names or labels, e.g. revenue.

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

• find_company read-only

  Find a company's SEC CIK and tickers by name, ticker or CIK. The other tools also take a name as company.

  Parameters:

  • query (required) — string — Name (Exxon Mobil), ticker or CIK.
  • limit — integer — Default 8.

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

• cross_section read-only

  Get one measure for up to 50 companies as filed by a date: each one's latest period, its value then, and whether it was later restated. For point-in-time peer and factor work.

  Parameters:

  • companies (required) — array — Tickers, CIKs or names.
  • concept (required) — string — Plain name (revenue, eps_diluted, assets; follows tag changes) or XBRL tag (Revenues).
  • as_of (required) — string — Only filings on or before it count.
  • periods — string — annual (default) or quarterly.

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

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