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Blueprint 10k

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An MCP server that provides deterministic finance tools for SEC filing analysis, enabling LLMs to compute financial ratios, fetch filings, and perform equity re

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About

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

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

from github.com/heathrenfroe-sys/blueprint-10k

Installing Blueprint 10k

This server has no published package — it is built from source. Open the repository and follow its README.

▸ github.com/heathrenfroe-sys/blueprint-10k

FAQ

Is Blueprint 10k MCP free?

Yes, Blueprint 10k MCP is free — one-click install via Unyly at no cost.

Does Blueprint 10k need an API key?

No, Blueprint 10k runs without API keys or environment variables.

Is Blueprint 10k hosted or self-hosted?

A hosted option is available: Unyly runs the server in the cloud, no local setup required.

How do I install Blueprint 10k in Claude Desktop, Claude Code or Cursor?

Open Blueprint 10k on unyly.org, pick your client tab (Claude Desktop, Claude Code, Cursor) and press Install — the config is generated automatically, no JSON editing.

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