blueprint-10k
An MCP server that provides deterministic finance tools for SEC filing analysis, enabling LLMs to compute financial ratios, fetch filings, and perform equity research without hallucinated numbers.
README
blueprint-10k — an MCP server for SEC filing analysis
An MCP server that gives Claude a toolbox of deterministic finance tools for analyzing 10-K/10-Q filings: the LLM does the reading and reasoning, but every number comes from real math in Python — no hallucinated ratios.
Paired with a set of Claude Code subagents (.claude/agents/) that use these
tools as a multi-agent equity-research pipeline: retrieve filing → extract
financials → analyze risk factors → scout news → forecast → validate → format.
Tools by module
| Module | Tools |
|---|---|
tools/edgar.py |
Fetch filings from SEC EDGAR (company lookup, filing index, section extraction, HTML cleaning) |
tools/market_data.py |
Prices, history, and market snapshots via yfinance |
tools/ratios.py |
Liquidity / leverage / profitability / efficiency ratios from raw statement inputs, schema-validated |
tools/fcf.py |
Free-cash-flow computation |
tools/econometrics.py |
Regression + time-series diagnostics (statsmodels) |
tools/var.py |
Value-at-Risk (parametric + historical) for position sizing |
tools/options.py |
Black-Scholes pricing and greeks |
tools/news.py |
Multi-source news scout: Alpha Vantage, Finnhub, yfinance, EDGAR 8-Ks, Google News RSS, Reddit — with dedupe, VADER sentiment, and JSON archiving |
tools/boilerplate.py |
Jaccard-similarity filter that strips boilerplate legalese from risk-factor sections |
tools/validation.py |
JSON-schema validation + token-aware text chunking |
tools/charts.py |
Matplotlib chart cards for distribution |
tools/output.py |
Report assembly + webhook delivery |
tools/forecastx.py |
Stub: cross-validation against Excel forecasts (xlwings) |
Sample news-scout output lives in news_archive/.
Setup
pip install -r requirements.txt
cp .mcp.json.example .mcp.json # then fix the paths for your machine
mcp run server.py # or let Claude Code start it via .mcp.json
Optional API keys (each news source degrades gracefully if its key is absent):
| Env var | Source |
|---|---|
ALPHAVANTAGE_KEY |
Alpha Vantage news + sentiment |
FINNHUB_KEY |
Finnhub company news |
REDDIT_CLIENT_ID / REDDIT_CLIENT_SECRET |
Reddit via PRAW |
MAKE_WEBHOOK_INTERNAL / MAKE_WEBHOOK_PUBLIC |
Make.com delivery webhooks for tools/output.py |
Note: SEC EDGAR requires a User-Agent identifying you (see
tools/edgar.py) — replace the contact info with your own before heavy use.
The agent pipeline
.claude/agents/ defines the subagents Claude Code spawns for a full analysis:
- coordinator — orchestrates the run, delegates to the specialists
- filing_retrieval — finds and fetches the right 10-K/10-Q from EDGAR
- financial_extractor — pulls the statements out of Item 8
- risk_analyst — reads Item 1A with the boilerplate filter
- news_scout — recent-news sweep with sentiment
- forecaster — projections grounded in the econometrics tools
- options_strategist — strategy ideas priced with the BS tools
- validator / output_formatter — schema checks, then the final report
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