Koskamo

Canli Fundamentals MCP

An official MCP server by Canli Capital that provides SEC company fundamentals data. It allows AI agents to query financial figures as they were first reported, determine what was known on any specific date, and identify subsequent restatements. Each data point is linked to the source SEC filing, ensuring traceability and accuracy for quantitative analysis.

Endpoint and access

No sign-in: your client connects and lists tools immediately, with no account or key.

Canli Fundamentals MCP logo, by Canli CapitalNo sign-inEndpoint checked 2026-10-18Operated by Canli Capital
MCP endpoint (Streamable HTTP)
https://canlicapital.com/mcp/fundamentals
Vendor documentation

What you can do with it

  • Query SEC fundamentals as of a specific historical date
  • Retrieve company financials with restatement flags
  • Access SEC filing data with source verification
Tools advertised by the last live check:
  • known_as_of
  • history
  • restatements
  • vintages
  • list_concepts
  • find_company
  • cross_section

Connect from your client

Each snippet registers the same endpoint; pick the client you use.

This server is operated by the named third party. Listing and endpoint checks are not an endorsement or a security audit. Review the operator's permissions, terms, and data handling before connecting. How listings are checked and corrected.

Claude Code

Run this once in a terminal. It registers a Streamable HTTP server. Use --scope project to write .mcp.json for the repo.
Claude Code configuration
claude mcp add --transport http canli-fundamentals-mcp https://canlicapital.com/mcp/fundamentals

Codex

Run this once. Codex stores MCP servers in ~/.codex/config.toml (or .codex/config.toml in a trusted project).
Codex configuration
codex mcp add canli-fundamentals-mcp --url https://canlicapital.com/mcp/fundamentals

Cursor

Merge this server into .cursor/mcp.json in your project, then enable canli-fundamentals-mcp in your MCP settings.
Cursor configuration
{
  "mcpServers": {
    "canli-fundamentals-mcp": {
      "url": "https://canlicapital.com/mcp/fundamentals"
    }
  }
}

Cline

Merge this into cline_mcp_settings.json (Cline → MCP Servers → Configure). The type must be streamableHttp for a remote HTTP server.
Cline configuration
{
  "mcpServers": {
    "canli-fundamentals-mcp": {
      "type": "streamableHttp",
      "url": "https://canlicapital.com/mcp/fundamentals",
      "disabled": false
    }
  }
}

VS Code

Merge this server into .vscode/mcp.json. Use MCP: List Servers to start canli-fundamentals-mcp and inspect its tools.
VS Code configuration
{
  "servers": {
    "canli-fundamentals-mcp": {
      "type": "http",
      "url": "https://canlicapital.com/mcp/fundamentals"
    }
  }
}

Gemini CLI

Run this once. It writes .gemini/settings.json in the current project; pass --scope user for ~/.gemini/settings.json.
Gemini CLI configuration
gemini mcp add --transport http canli-fundamentals-mcp https://canlicapital.com/mcp/fundamentals

Claude Desktop

Merge this into claude_desktop_config.json (macOS: ~/Library/Application Support/Claude/, Windows: %APPDATA%\Claude\), then restart Claude Desktop.
Claude Desktop configuration
{
  "mcpServers": {
    "canli-fundamentals-mcp": {
      "url": "https://canlicapital.com/mcp/fundamentals"
    }
  }
}

Windsurf

Merge this into ~/.codeium/windsurf/mcp_config.json, then refresh MCP in Cascade. Windsurf remote servers use serverUrl, not url.
Windsurf configuration
{
  "mcpServers": {
    "canli-fundamentals-mcp": {
      "serverUrl": "https://canlicapital.com/mcp/fundamentals"
    }
  }
}

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