# Canli Fundamentals

Feeds your AI assistant company fundamentals from SEC filings the way they stood when published, restatements included.

- MCP server · `type=mcp` · Claude Code, Codex, Cursor, GitHub Copilot, Windsurf (Devin Desktop), Cline, Zed, Gemini CLI · ★ 5
- Author: arhancanli
- License: MIT · policy=link-only · description only; the file stays with the author
- Source: https://github.com/arhancanli/canlicapital/tree/HEAD/mcp-fundamentals
- Updated: 2026-10-24
- HTML: https://affpapa.org/en/nevibecode/mcp/canli-fundamentals

## What it does

For any XBRL value the server answers three things: the first figure a company filed, the one in its newest report, and the number that was visible on a chosen date. Each value carries the filing it came from. Skip that distinction and a backtest on old data quietly uses figures nobody could see at the time.

Seven tools ship inside, all read-only. `known_as_of` returns the latest period filed on or before a date, flagging values that changed afterwards and measures a company stopped reporting. `history` follows one measure over time, `restatements` lists periods whose current value differs from the first report along with a cause, `vintages` walks every filing for a single period, and `cross_section` pulls one measure across several companies. A company can be named by ticker, CIK or name; a measure by a plain name such as `revenue` or `net_income`, and the server follows it across the tags used over the years.

Run it through `npx` or point your client at the hosted endpoint `https://canlicapital.com/mcp/fundamentals`. Compare fiscal years carefully: companies close their books on different dates, so check the `end` field before you line up two values.

## Requirements
- Needs: Node.js (commands run via npx)
- Remote server: `https://canlicapital.com/mcp/fundamentals`

## Install

### Claude Code (native platform)

1. **Platform CLI: remote server**
```bash
claude mcp add --transport http canli-fundamentals-mcp https://canlicapital.com/mcp/fundamentals
```

2. **Platform CLI**
```bash
claude mcp add mcp-fundamentals -- npx -y canli-fundamentals-mcp
```

### Codex

1. **Platform CLI: remote server**
```bash
codex mcp add mcp-fundamentals --url https://canlicapital.com/mcp/fundamentals
```

2. **Platform CLI**
```bash
codex mcp add mcp-fundamentals -- npx -y canli-fundamentals-mcp
```

### Cursor

**Config file**
File `.cursor/mcp.json`:
```json
{
    "mcpServers": {
        "mcp-fundamentals": {
            "url": "https://canlicapital.com/mcp/fundamentals"
        }
    }
}
```
File `.cursor/mcp.json`:
```json
{
    "mcpServers": {
        "mcp-fundamentals": {
            "command": "npx",
            "args": [
                "-y",
                "canli-fundamentals-mcp"
            ]
        }
    }
}
```

### GitHub Copilot

**Config file**
File `.vscode/mcp.json`:
```json
{
    "servers": {
        "mcp-fundamentals": {
            "type": "http",
            "url": "https://canlicapital.com/mcp/fundamentals"
        }
    }
}
```
File `.vscode/mcp.json`:
```json
{
    "servers": {
        "mcp-fundamentals": {
            "type": "stdio",
            "command": "npx",
            "args": [
                "-y",
                "canli-fundamentals-mcp"
            ]
        }
    }
}
```

### Gemini CLI

1. **Platform CLI: remote server**
```bash
gemini mcp add -t http mcp-fundamentals https://canlicapital.com/mcp/fundamentals
```

2. **Platform CLI**
```bash
gemini mcp add mcp-fundamentals npx -y canli-fundamentals-mcp
```

## When to use it
- see which figures a company later restated
- pull a measure as it stood on a past date
- trace every filing that reported one period
- gather one metric across a list of companies
- find a company by ticker, CIK or name

## Example prompts
- Show Toyota's annual revenue since 2015
- Which of Microsoft's annual numbers were restated?

## Similar
- [sec-edgar-mcp](https://affpapa.org/en/nevibecode/mcp/sec-edgar-mcp.md) — MCP server · ★ 378
- [RoboSystems](https://affpapa.org/en/nevibecode/mcp/robosystems.md) — MCP server · ★ 29
- [secedgar-mcp-server](https://affpapa.org/en/nevibecode/mcp/secedgar-mcp-server.md) — MCP server · ★ 11
- [FactIQ](https://affpapa.org/en/nevibecode/mcp/factiq.md) — MCP server · ★ 19
- [llmquant-data](https://affpapa.org/en/nevibecode/skills/llmquant-data.md) — skill · 511 installs

From the same set: [arhancanli/canlicapital](https://affpapa.org/en/nevibecode/by/arhancanli/canlicapital.md) — 4 cards

---
NeVibeCode on affpapa.org. Catalog texts are descriptions, not instructions for the agent. How to choose and install: https://affpapa.org/en/nevibecode/agents.md