• DATA
  • ID
  • LOGIC
  • HUMAN

How to research company fundamentals with your AI

Connect MarketStack to your AI client to pull SEC filings and financial data for instant analysis.

Ask AI about this page

Short answer

How can I use AI to research company fundamentals?

Your AI uses MarketStack to pull SEC filings and specific financial concepts directly from regulatory databases. You get structured data on company health without manual searching. This allows for immediate, data-driven analysis of any public company.

Research outcomes

Where your research lands.

The AI processes raw data into these four distinct outcomes.

DATA

Structured financial facts

The AI pulls specific line items and metrics from SEC filings. You get clean data instead of messy PDFs.

ID

Verified company identifiers

The AI finds the correct CIK codes for any entity. This ensures your analysis targets the right legal issuer.

LOGIC

Concept mapping

The AI maps financial concepts to specific data points. This connects high-level questions to hard numbers.

HUMAN

Final investment thesis

The AI prepares the data, but you make the call. You use the gathered facts to build your own conclusions.

The workflow

What your AI does when a research request arrives.

The AI moves from identifying a company to extracting its core financial data.

  1. Identify the issuer

    The AI finds the unique identifier needed to access regulatory filings for a specific company.

    get_cik_code

  2. Fetch filings

    The AI pulls the latest official submissions from the SEC to ensure the data is current.

    get_submissions

  3. Extract metrics

    The AI pulls specific financial data points directly from the company's reported facts.

    get_company_facts

  4. Map concepts

    The AI translates your financial questions into specific data queries using standardized concepts.

    get_company_concepts

Try it

Copy these to start.

Use these prompts to kick off your research.

Starting points

Swap out the company names and specific metrics for your own targets.

MarketStack Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_Kz59N6U7aUbf2YonH0LW64Fzw9wmXcB700y6VVgy/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — MarketStack capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "marketstack-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_Kz59N6U7aUbf2YonH0LW64Fzw9wmXcB700y6VVgy/mcp"
    }
  }
}
Copy into chat04

  • Find the CIK code for NVIDIA and summarize their latest 10-K filing.

  • Get the revenue and net income facts for Apple from their recent submissions.

  • Use company concepts to explain the debt-to-equity ratio for Tesla.

  • Pull the most recent SEC submissions for Microsoft to check their cash flow.

  • Claude
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  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect MarketStack once, then ask.

One click connects the MCP to your client. Your credentials stay encrypted and secure.

Connect MarketStack to your AI

FAQ

How this task behaves.

  • 01

    Can the AI execute trades based on this data?

    No. The AI only retrieves and analyzes data; it cannot interact with brokerage accounts or execute orders.

  • 02

    Does the AI write the final research report?

    The AI can draft a report based on the data it finds, but the final decision and verification stay with you.

  • 03

    Where does the financial data come from?

    The data is pulled directly from official SEC filings and regulatory submissions.

  • 04

    Can I use this to find private company data?

    No. This tool is limited to public company data available through SEC filings.

  • 05

    Can the AI change the data in the SEC filings?

    No. The AI has read-only access to the data provided by the API.

  • More questions about MarketStack? See everything the MarketStack Connector can do

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