TGMCharts
US stock fundamentals: SEC financial statements, valuation series, summaries, screens, chart images.
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Calidad y seguridad
Hallazgos (4)
- HIGH
- MEDIUMen get_metric_series
- MEDIUMen get_financial_statement
- MEDIUMen screen_stocks
Basado en el análisis automatizado de las definiciones de herramientas y el cumplimiento del protocolo.
Costo de contexto
Este es el número aproximado de tokens que se consumen cada vez que las herramientas del servidor se cargan en el contexto de un modelo. Los recuentos más altos reducen la atención disponible para otras tareas.
Instalar
Instalación con un clic
Agrega esto a tu archivo `claude_desktop_config.json`:
{
"mcpServers": {
"tgmcharts": {
"url": "https://tgmcharts.com/api/v1/mcp"
}
}
}Puntos de conexión remotos
https://tgmcharts.com/api/v1/mcpstreamable-httpQué puede hacer
Inventario de herramientas
Herramientas (7)
🟢get_stock_summary(symbol)
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.
Esquema de entrada
{
"type": "object",
"properties": {
"symbol": {
"type": "string",
"description": "Ticker symbol, e.g. AAPL"
}
},
"required": [
"symbol"
]
}🟢list_metrics
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).
Esquema de entrada
{
"type": "object",
"properties": {}
}🟢get_metric_series(symbol, metric, years, max_points)
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.
Esquema de entrada
{
"type": "object",
"properties": {
"symbol": {
"type": "string",
"description": "Ticker symbol, e.g. KO"
},
"metric": {
"type": "string",
"enum": [
"pe-ratio",
"ps-ratio",
"pb-ratio",
"pfcf-ratio",
"pocf-ratio",
"ev-ebitda",
"ev-ebit",
"ev-sales",
"ev-fcf",
"ev-assets",
"earnings-yield",
"fcf-yield",
"ebitda-yield",
"ocf-yield",
"dividend-yield",
"total-return",
"roic",
"revenue-ttm",
"net-income-ttm",
"fcf-ttm",
"ebitda-ttm",
"capex-ttm",
"buybacks-ttm",
"sbc-ttm",
"rd-ttm",
"gross-margin-quarterly",
"operating-margin-quarterly",
"net-margin-quarterly",
"revenue",
"net-income",
"capex",
"buybacks",
"stock-based-comp",
"r-and-d",
"revenue-quarterly",
"net-income-quarterly"
],
"description": "Series-tier metric slug (see list_metrics)"
},
"years": {
"type": "integer",
"minimum": 2,
"maximum": 20,
"description": "Trailing window in years (default: full stored history)"
},
"max_points": {
"type": "integer",
"minimum": 10,
"maximum": 500,
"description": "Downsample cap (default 120)"
}
},
"required": [
"symbol",
"metric"
]
}🟢get_chart(symbol, metric, years, compare)
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.
Esquema de entrada
{
"type": "object",
"properties": {
"symbol": {
"type": "string",
"description": "Ticker symbol, e.g. AAPL"
},
"metric": {
"type": "string",
"enum": [
"pe-ratio",
"ps-ratio",
"pb-ratio",
"pfcf-ratio",
"pocf-ratio",
"ev-ebitda",
"ev-ebit",
"ev-sales",
"ev-fcf",
"ev-assets",
"earnings-yield",
"fcf-yield",
"ebitda-yield",
"ocf-yield",
"dividend-yield",
"total-return",
"roic",
"revenue-ttm",
"net-income-ttm",
"fcf-ttm",
"ebitda-ttm",
"capex-ttm",
"buybacks-ttm",
"sbc-ttm",
"rd-ttm",
"gross-margin-quarterly",
"operating-margin-quarterly",
"net-margin-quarterly",
"revenue",
"net-income",
"eps",
"free-cash-flow",
"ebitda",
"capex",
"buybacks",
"stock-based-comp",
"r-and-d",
"gross-margin",
"operating-margin",
"profit-margin",
"roe",
"roa",
"revenue-quarterly",
"net-income-quarterly",
"eps-quarterly",
"fcf-quarterly"
],
"description": "Chart-tier metric slug (see list_metrics)"
},
"years": {
"type": "integer",
"minimum": 2,
"maximum": 20,
"description": "Trailing window in years"
},
"compare": {
"type": "string",
"description": "Second ticker for grouped comparison bars (bar metrics only)"
}
},
"required": [
"symbol",
"metric"
]
}🟡get_financial_statement(symbol, statement, period, years, include_provenance)
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).
Esquema de entrada
{
"type": "object",
"properties": {
"symbol": {
"type": "string",
"description": "Ticker symbol, e.g. AAPL"
},
"statement": {
"type": "string",
"enum": [
"income-statement",
"balance-sheet",
"cash-flow"
],
"description": "Which statement"
},
"period": {
"type": "string",
"enum": [
"annual",
"quarterly"
],
"description": "annual (default) or quarterly"
},
"years": {
"type": "integer",
"minimum": 1,
"maximum": 10,
"description": "Trailing fiscal years of rows (default 5; quarterly serves 4×years)"
},
"include_provenance": {
"type": "boolean",
"description": "Include per-value provenance (us-gaap tag, accession, filed date). Default false to stay token-frugal."
}
},
"required": [
"symbol",
"statement"
]
}⚪compare_stocks(symbols)
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.
Esquema de entrada
{
"type": "object",
"properties": {
"symbols": {
"type": "array",
"items": {
"type": "string"
},
"minItems": 2,
"maxItems": 4,
"description": "2–4 ticker symbols"
}
},
"required": [
"symbols"
]
}⚪screen_stocks(filters, sortBy, sortOrder, limit, includeEtfs)
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.
Esquema de entrada
{
"type": "object",
"properties": {
"filters": {
"type": "array",
"maxItems": 5,
"items": {
"type": "object",
"properties": {
"field": {
"type": "string",
"enum": [
"symbol",
"name",
"sector",
"marketCap",
"peRatio",
"dividendYield",
"consecutiveYears",
"netProfitMargin",
"grossMargin",
"revenueGrowth",
"debtToEquity",
"priceChange1Y",
"percentFrom52WeekHigh",
"percentFrom52WeekLow",
"revenueCagr5y",
"netIncomeCagr5y",
"epsCagr5y",
"fcfCagr5y",
"dividendsCagr5y"
],
"description": "Field to filter on"
},
"operator": {
"type": "string",
"enum": [
"gt",
"gte",
"lt",
"lte",
"eq",
"neq"
]
},
"value": {
"type": [
"number",
"string"
]
}
},
"required": [
"field",
"operator",
"value"
]
}
},
"sortBy": {
"type": "string",
"enum": [
"symbol",
"name",
"sector",
"marketCap",
"peRatio",
"dividendYield",
"consecutiveYears",
"netProfitMargin",
"grossMargin",
"revenueGrowth",
"debtToEquity",
"priceChange1Y",
"percentFrom52WeekHigh",
"percentFrom52WeekLow",
"revenueCagr5y",
"netIncomeCagr5y",
"epsCagr5y",
"fcfCagr5y",
"dividendsCagr5y"
],
"description": "Sort field (default marketCap)"
},
"sortOrder": {
"type": "string",
"enum": [
"asc",
"desc"
],
"description": "Default desc"
},
"limit": {
"type": "integer",
"minimum": 1,
"maximum": 25,
"description": "Rows to return (default 10, max 25)"
},
"includeEtfs": {
"type": "boolean",
"description": "Include ETFs (default false)"
}
}
}Comunidad
Evidencia