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.
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.
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
v2.1.0LatestSep 16, 2026
Score
83%
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.