SimFin MCP Server

SimFin

SimFin provides company financials: statements, price data, filings. Companies are identified by SimFin ID or ticker.

Operational order

1. Resolve tickers with the companies tool (dataset=list).
2. Fetch per-company data with the company-data tool (resource=prices|shares_common|shares_weighted|filings) plus id or ticker.
3. Use the financial-statements tool when you need income/balance/cashflow lines (statements required).
4. Use the filings index tool only for cross-company filing discovery.

Data Model

• Companies — public companies; have SimFin ID, ticker, name.
• Financial Statements — income, balance sheet, cash flow by company and period.
• Price Data — historical stock prices (default slim window: last 90 days).
• Shares Outstanding — common and weighted shares for market cap.
• Filings — SEC and other regulatory filings.

Gotchas

• Company selector — per-company reads require id or ticker.
• Financial statements require statements (pl, bs, cf, derived) plus id or ticker. cashflow aliases to cf.
• Prices default to the last 90 days with slim date/close rows; pass start_date/end_date for a custom window or count_only=true for totals.
• Global filings index — always paginate with page and per_page; SimFin 500s if page is omitted.
• Data freshness: Lower vendor tiers may serve delayed filings; higher tiers track nearer real-time.