Public filings
EdgarTools
Published by EdgarTools (open source)
SEC EDGAR access including an adviser's 13F filings. 13F value covers reportable securities only — a proxy for AUM, not regulatory AUM.
Local
No auth
Community
What this server supplies
Fields this server can cover in the valuation checklist, and the methods each one drives.
Assets under management
Drives: AUM Percentage
Revenue concentration score (0-100, higher = well spread)
Drives: Quality multiplier
What you approve
- 1.No credentials — it reads public SEC EDGAR filings.
How your agent connects it
- 1.Add the EdgarTools MCP server to your assistant — no key needed.
- 2.Ask the agent for the adviser's 13F holdings value (a proxy for AUM, not regulatory AUM) and holdings concentration.
Figures, not records
Your agent reads EdgarTools directly and passes only the figures the valuation needs. Those numbers are stored on your practice record alongside their provenance and the calculated outputs. The statements, exports, position data and CRM records behind them stay in your platforms, and ValuationMCP never holds your platform credentials. See the Privacy Policy.
Server details, tier and auth mode sourced from the WealthMCP directory.