MeritValue

com.meritvaluePublished by meritvalue.comOfficial publisherv2.1.0Updated Oct 24, 2026

Intrinsic stock value from SEC filings: DCF, EPV, Graham, moat signals. Deterministic, not guessed.

VerifiedStreamable HTTPWeb executableFinanceData & Analytics

Overview

AI-generated overview

Computes intrinsic stock value and business-quality signals for US SEC filers from their filings, with DCF, earnings-power, Graham and P/E models.

What you can do
Provides seven tools over US companies that file with the SEC. get_thesis returns a combined business-quality and fair-value read; get_business_quality returns return on capital versus cost of capital and share-count history; get_intrinsic_value returns each valuation model's verdict plus a fair-value range, including meaningful refusals. get_fundamentals returns normalized per-year figures with their CIK, accession number and XBRL tag, get_expected_return computes an annual return at a price you supply, search_companies resolves names or partial tickers, and screen_undervalued ranks companies by a chosen model. Results are deterministic and match what the vendor's site shows.
When to use it
Use it when an assistant needs filing-based valuation or business-quality analysis of US-listed companies, or wants to trace a figure back to its SEC source. Useful for screening candidates by model value when the key's plan allows it.
Requirements
A remote streamable HTTP endpoint at the vendor's host; no local runtime or package. The manifest declares no authentication, but the vendor's API-key page and the screening tool's plan-limit note imply an API key is needed, at least for screening. No market data is included, so the caller must supply a price for expected-return calculations.
Before you install
Screening requires a key with that feature enabled; a 403 is a plan limit, not a retryable error. The server holds no market-data licence and never returns live quotes, so any price you pass in must come from the user or a broker, not a guess. Valuations are model outputs and signals, not investment advice; refused models should not be presented as missing data. Foreign filers report in their home currency.

Installation

In SourceWeft

  1. Open MeritValue in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/com.meritvalue%2Fmeritvalue/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config.

{
  "mcpServers": {
    "meritvalue": {
      "type": "http",
      "url": "https://mcp.meritvalue.com/mcp"
    }
  }
}

Tools

7

get_thesis

Computed investment thesis

The thesis for a company, computed from its SEC filings: business quality and fair value in one breath. Deterministic — the same filings always produce the same sentences — and byte-identical to what meritvalue.com shows. Returns null when the filings support neither a moat read nor a fair value, rather than inventing one. Use this first when asked whether a company is worth owning.

Parameterstickerrequired

get_business_quality

Moat and management signals

Is this a good business? Return on invested capital (or equity) against its cost of capital, and what management has done with the share count. Returns the year-by-year series as well as the averages, so the reading can be disputed without losing the evidence. These are signals, not verdicts — present them that way.

Parameterstickerrequired

get_intrinsic_value

Intrinsic value across models

Every valuation model's verdict plus the fair-value range: DCF (5Y/10Y), earnings-power value, Graham number, P/E reversion. Refusals are included and are meaningful — a DCF declining to value a bank is a result, not a gap. Never present a refused model as missing data, and never substitute another model's number for it.

Parameterstickerrequired

get_expected_return

Expected return at a given price

At a price you supply, the annual return the base case implies. MeritValue holds no market-data licence, so it never returns a live quote — the caller must provide the price. Ask the user for it, or have them check a broker; do not guess one, and do not present a guessed price as a real one.

Parameterspricerequiredtickerrequired

get_fundamentals

Fundamentals with filing provenance

Normalized fundamentals per fiscal year — revenue, earnings, cash flow, capex, debt, shares — each carrying the CIK, accession number and XBRL tag it came from. Use when the user wants the underlying numbers or asks where a figure came from. Foreign filers report in their home currency; read the currency field.

Parameterstickerrequired

search_companies

Find a covered company

Resolve a company name or partial ticker to covered companies — 'coca cola' finds KO. Use this before the other tools when you have a name rather than a symbol. Coverage is US filers with SEC filings.

Parameterslimitqueryrequired

screen_undervalued

Screen the covered universe

Rank covered companies by a chosen model's value. Requires a key with screening enabled — a 403 means the key lacks it, which is a plan limit and not an error to retry.

Parameterslimitmodel

Version history

1
  1. v2.1.0LatestSep 16, 2026

Score

83% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listedRequired15 pts
  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts

    Declare a GitHub repository with a README, or serve resource_documentation in the OAuth protected-resource metadata.

  • LicenseNot applicable

    A hosted service is used under its provider's terms, so no license is expected here. This check is left out of the percentage.