Analytics
quartercharts.com
Provides financial metrics, chart series, and ticker search for US-listed companies.
ENDPOINT 1
https://api.quartercharts.com/mcp
MCP server metadata
- Name
- quartercharts
- Version
- 1.0.0
QuarterCharts serves grounded SEC EDGAR XBRL financial data for US-listed companies, with citation provenance on every value. MANDATORY FIRST HOP — call these BEFORE any data tool (get_chart / get_metric / get_segments / compare_tickers / etc.): 1. qc.resolve_entity — resolve the company identifier (ticker, name, former name, CIK) to the canonical SEC registrant. Skipping this drops retrieval accuracy from 93% to 77% (wrong-entity / dual-class / former-name errors). 2. qc.resolve_period — resolve the period spec ('FY2026 Q4', a fiscal year, or a calendar date) to exactly ONE dated fiscal period. Fiscal-vs-calendar confusion (non-December year-ends like Apple's September FYE or retailers' January FYE) is 63% of all agent financial-retrieval errors; this single call removes it. The response returns BOTH fiscal_label and calendar_label plus period_start / period_end so you can verify you got the intended period, and FAILS LOUD (listing the available periods) instead of silently returning the wrong year. Only after resolving the entity AND the period should you call a data tool, passing the resolved ticker + the verified fiscal period. Both resolve tools are open to every tier (no Pro gate).
Known tools 16
qc.get_chartGet full chart series (income / cashflow / balance / key-metrics) for a US-listed ticker, or an Ecuadorian issuer with country=EC.
Inferred read-onlyqc.get_explanationReturn the chart_explanations payload for a metric_key at the highest tier the caller's plan permits.
Inferred read-onlyqc.compare_tickersSide-by-side comparison of a single metric across up to 10 tickers.
Inferred read-onlyqc.search_tickersSubstring search over the SEC EDGAR ticker directory (symbol + company name).
Inferred read-onlyqc.get_segmentsPer-segment revenue + segment profit + margin from SEC EDGAR XBRL dimensional facts.
Inferred read-onlyqc.get_pension_disclosuresPer-plan-type pension + OPEB disclosures from SEC EDGAR dimensional XBRL (us-gaap:RetirementPlanTypeAxis).
Inferred read-onlyqc.get_debt_scheduleLong-term debt schedule from SEC EDGAR XBRL — per-instrument detail (DebtInstrumentAxis, 87% S&P 500 coverage) plus per-category aggregation (LongtermDebtTypeAxis, 93% coverage).
Inferred read-onlyqc.get_share_count_historySplit-adjusted diluted-shares-outstanding history per fiscal year.
Inferred read-onlyqc.get_etr_reconciliationEffective-tax-rate reconciliation per fiscal year — the statutory→effective bridge from SEC EDGAR tax-note XBRL (EffectiveIncomeTaxRateReconciliation* concepts, ~80% S&P 500 coverage).
Inferred read-onlyqc.resolve_entityRESOLVE a company identifier to the canonical SEC registrant BEFORE fetching data — the recommended first call.
Inferred read-onlyqc.resolve_periodRESOLVE a period spec to exactly ONE fully-qualified dated fiscal period — removes the #1 source of agent errors (fiscal-vs-calendar confusion, 63% of failures).
Inferred read-onlyqc.computeCOMPUTE a multi-fact financial expression over served SEC data and get back a single value WITH the provenance of every fact it consumed — or a TYPED failure naming exactly why no honest answer exists (unresolvable fact, divide-by-zero, domain error).
Inferred read-onlyqc.get_ec_account_treeW3-GCAR: the FULL granular NIIF account tree an Ecuadorian company filed with SuperCías — every populated cuenta as a walkable hierarchy (code prefix-tree, catalogo labels verbatim, parent/depth/family pre-computed) with the company's filed value per year (latest-filed wins; no aggregation).
Inferred read-onlyCONNECT WITH APPROVAL
Client installation
Review this server and its permissions before adding it. Secret placeholders must be set locally.
Codex
~/.codex/config.toml
[mcp_servers.quartercharts]
url = "https://api.quartercharts.com/mcp"
enabled = true
Claude Code
.mcp.json
{
"mcpServers": {
"quartercharts": {
"type": "http",
"url": "https://api.quartercharts.com/mcp"
}
}
}
Claude Desktop
Settings → Connectors → Add custom connector
Name: quartercharts
Remote MCP URL: https://api.quartercharts.com/mcp
Add this remote URL as a custom connector in Claude Desktop. Availability depends on the user plan and workspace policy.
Cursor
.cursor/mcp.json
{
"mcpServers": {
"quartercharts": {
"url": "https://api.quartercharts.com/mcp"
}
}
}
Visual Studio Code
.vscode/mcp.json
Add to Visual Studio Code{
"servers": {
"quartercharts": {
"type": "http",
"url": "https://api.quartercharts.com/mcp"
}
}
}
Generic MCP
Client-specific MCP configuration
{
"name": "quartercharts",
"transport": "streamable-http",
"url": "https://api.quartercharts.com/mcp"
}
MCP Inspector
Run the official MCP Inspector locally and enter the indexed Streamable HTTP endpoint.
TRUST AND VERIFICATION EVIDENCE
Loading Trust v2 evidence…
Checking the associated registrable domain. The BuiltWith key remains server-side.
Evidence is source-attributed and does not guarantee that a third-party server is safe. Risk labels are conservative metadata heuristics.