Basics

REST basehttps://api.fundalyze.ai/api/public/v1/<tool>
MCPhttps://api.fundalyze.ai/mcp
AuthAuthorization: Bearer fdz_live_… from Account → API & MCP, or an OAuth sign-in for connectors that support it.
ResponseJSON with text (the compact table an assistant reads), data (the same content as JSON) and link (the fundalyze.ai page to check it on). MCP returns text.
QuotaEvery response carries X-Quota-Remaining: calls left today for the key.
OpenAPIhttps://api.fundalyze.ai/api/public/v1/openapi.json (import into ChatGPT Actions, Postman or a client generator)
Cataloguehttps://api.fundalyze.ai/api/public/v1/tools (the tools and schemas below, as JSON)

Errors

Errors are JSON {"detail": "…"} with the status below. Over MCP a failed call is a tool error whose text is the same message.

StatusMeaning
400A parameter is invalid; the message names it and, for a metric key, suggests valid ones.
401No key, an unknown key, or a revoked key.
402The key’s account has no active subscription or trial.
404Unknown ticker, series or tool, or a data source that is switched off.
429Today’s quota is used, or another call with the same key is still running.
503The API is temporarily switched off.

search_companies

Find US-listed companies by name or ticker in the SEC EDGAR directory. Returns ticker, name, exchange, country and CIK, best match first. Use it first when you are not sure of a ticker.

ParameterTypeDefaultDescription
query requiredstring (up to 100 characters)—Company name or ticker, e.g. 'apple' or 'AAPL'.
limitinteger (1–25)10Rows to return, 1-25.

GET with the parameters as the query string.

curl -H "Authorization: Bearer fdz_live_YOUR_KEY" "https://api.fundalyze.ai/api/public/v1/search_companies?query=apple&limit=5"

The same call as an MCP tools/call.

{
  "name": "search_companies",
  "arguments": {
    "query": "apple",
    "limit": 5
  }
}

get_company

One company's profile from its SEC filings: name, exchange, country, CIK, industry (SIC), public float (USD millions) and shares outstanding (millions) as of their 10-K cover date, and a summary of its 10-K business section. No prices or market data.

ParameterTypeDefaultDescription
ticker requiredstring (up to 12 characters)—US ticker symbol, e.g. AAPL or BRK-B. Use search_companies when unsure.

GET with the parameters as the query string.

curl -H "Authorization: Bearer fdz_live_YOUR_KEY" "https://api.fundalyze.ai/api/public/v1/get_company?ticker=AAPL"

The same call as an MCP tools/call.

{
  "name": "get_company",
  "arguments": {
    "ticker": "AAPL"
  }
}

get_financials

Standardized financial statements (income, balance, cash_flow) built from SEC XBRL filings, annual or quarterly, one column per period, newest last, in USD millions (non-USD filers converted). Ask for only the metrics you need by key; margins, growth, free cash flow and per-share figures come precomputed. include_provenance shows each value's XBRL concept and SEC accession.

ParameterTypeDefaultDescription
ticker requiredstring (up to 12 characters)—US ticker symbol, e.g. AAPL or BRK-B. Use search_companies when unsure.
statementstring (one of income, balance, cash_flow)incomeWhich statement: income, balance or cash_flow.
metricslist of string—Metric keys for the chosen statement (omit for the defaults: income: revenue, gross_profit, operating_income, net_income, eps_diluted; balance: cash, total_assets, total_liabilities, total_equity, total_debt; cash_flow: cfo, cfi, cff, capex, fcf). Repeat the parameter or comma-separate. income: revenue, cost_of_revenue, gross_profit, rd_expense, sga_expense, total_operating_expenses, operating_income, ebitda, interest_expense, pretax_income, income_tax, effective_tax_rate, net_income, eps_basic, eps_diluted, shares_diluted, dividends_per_share, gross_margin, operating_margin, net_margin, revenue_growth. balance: cash, short_term_investments, receivables, inventory, total_current_assets, ppe_net, goodwill, intangibles, total_assets, accounts_payable, deferred_revenue, current_debt, total_current_liabilities, long_term_debt, total_liabilities, retained_earnings, total_equity, shares_outstanding, total_debt, net_debt, working_capital, tangible_book_value, invested_capital, book_value_per_share. cash_flow: cf_net_income, cf_da, cf_sbc, cf_working_capital_change, cfo, capex, acquisitions, cfi, debt_issued, debt_repaid, buybacks, dividends_paid, cff, net_change_in_cash, ending_cash, fcf, fcf_margin. Industry lines (banks, insurers, REITs, utilities, oil & gas, asset managers) exist too; an unknown key's error lists every valid key.
period_typestring (one of annual, quarterly)annualannual = fiscal years (FY2024); quarterly = discrete quarters (2024Q3).
yearsinteger (1–20)5How many fiscal years back, 1-20: one column per year (annual) or four per year (quarterly).
include_provenancebooleanfalseAlso return each value's source: the XBRL concept (or formula) and the SEC accession it came from.

GET with the parameters as the query string.

curl -H "Authorization: Bearer fdz_live_YOUR_KEY" "https://api.fundalyze.ai/api/public/v1/get_financials?ticker=AAPL&metrics=revenue%2Cnet_income&years=3"

The same call as an MCP tools/call.

{
  "name": "get_financials",
  "arguments": {
    "ticker": "AAPL",
    "metrics": [
      "revenue",
      "net_income"
    ],
    "years": 3
  }
}

list_filings

A company's SEC filings, newest first: form, filing date, period, accession number, description and the sec.gov link. Filter by one form type (10-K, 10-Q, 8-K, 4, DEF 14A...).

ParameterTypeDefaultDescription
ticker requiredstring (up to 12 characters)—US ticker symbol, e.g. AAPL or BRK-B. Use search_companies when unsure.
form_typestring—Keep one SEC form type, exact match, e.g. 10-K, 10-Q, 8-K, 4, DEF 14A, 20-F. Omit for every form.
limitinteger (1–50)20Rows to return, newest first, 1-50.

GET with the parameters as the query string.

curl -H "Authorization: Bearer fdz_live_YOUR_KEY" "https://api.fundalyze.ai/api/public/v1/list_filings?ticker=AAPL&form_type=10-K&limit=5"

The same call as an MCP tools/call.

{
  "name": "list_filings",
  "arguments": {
    "ticker": "AAPL",
    "form_type": "10-K",
    "limit": 5
  }
}

get_insider_trades

Insider transactions from SEC Forms 3/4/5 for one company, newest filed first: insider, role, transaction code, shares, price, value, shares held after, and the filing link.

ParameterTypeDefaultDescription
ticker requiredstring (up to 12 characters)—US ticker symbol, e.g. AAPL or BRK-B. Use search_companies when unsure.
limitinteger (1–100)20Rows to return, newest filed first, 1-100.

GET with the parameters as the query string.

curl -H "Authorization: Bearer fdz_live_YOUR_KEY" "https://api.fundalyze.ai/api/public/v1/get_insider_trades?ticker=AAPL&limit=5"

The same call as an MCP tools/call.

{
  "name": "get_insider_trades",
  "arguments": {
    "ticker": "AAPL",
    "limit": 5
  }
}

get_congress_trades

Trades in one company's stock disclosed by members of the U.S. House and Senate (Periodic Transaction Reports), newest filed first: member, party, chamber, state, buy/sell, disclosed amount range, owner and the filing link.

ParameterTypeDefaultDescription
ticker requiredstring (up to 12 characters)—US ticker symbol, e.g. AAPL or BRK-B. Use search_companies when unsure.
limitinteger (1–100)20Rows to return, newest filed first, 1-100.

GET with the parameters as the query string.

curl -H "Authorization: Bearer fdz_live_YOUR_KEY" "https://api.fundalyze.ai/api/public/v1/get_congress_trades?ticker=AAPL&limit=5"

The same call as an MCP tools/call.

{
  "name": "get_congress_trades",
  "arguments": {
    "ticker": "AAPL",
    "limit": 5
  }
}

get_headlines

Recent press headlines about one company (headline, outlet, date, link; never article text), from The GDELT Project's news index, newest first.

ParameterTypeDefaultDescription
ticker requiredstring (up to 12 characters)—US ticker symbol, e.g. AAPL or BRK-B. Use search_companies when unsure.
limitinteger (1–20)10Headlines to return, newest first, 1-20.

GET with the parameters as the query string.

curl -H "Authorization: Bearer fdz_live_YOUR_KEY" "https://api.fundalyze.ai/api/public/v1/get_headlines?ticker=AAPL&limit=5"

The same call as an MCP tools/call.

{
  "name": "get_headlines",
  "arguments": {
    "ticker": "AAPL",
    "limit": 5
  }
}

get_economy

U.S. economic indicators from FRED (inflation, jobs, growth, housing, rates, credit, markets, government debt). Without series_id: every indicator's latest and prior figure and next release date. With series_id: that indicator's history as date,value rows.

ParameterTypeDefaultDescription
series_idstring—One indicator's history, by FRED series id: CPIAUCSL, CPILFESL, PCEPI, PCEPILFE, PPIFIS, CUSR0000SAH1, GASREGW, DCOILWTICO, T5YIE, T10YIE, UNRATE, U6RATE, PAYEMS, ICSA, CCSA, JTSJOL, CIVPART, CES0500000003, A191RL1Q225SBEA, RSAFS, INDPRO, TCU, DGORDER, PCEC96, DSPIC96, PSAVERT, UMCSENT, BOPGSTB, HOUST, PERMIT, HSN1F, HPIPONM226S, MORTGAGE30US, DFF, SOFR, DPRIME, DGS3MO, DGS2, DGS5, DGS10, DGS30, T10Y2Y, T10Y3M, WALCL, M2SL, TOTALSL, DRCCLACBS, NFCI, VIXCLS, DTWEXBGS, GFDEBTN, GFDEGDQ188S, MTSDS133FMS, SAHMREALTIME. Omit for the latest value of every indicator.
rangestring (one of 1Y, 5Y, 10Y, MAX)5YHistory window when series_id is given: 1Y, 5Y, 10Y or MAX.

GET with the parameters as the query string.

curl -H "Authorization: Bearer fdz_live_YOUR_KEY" "https://api.fundalyze.ai/api/public/v1/get_economy?series_id=UNRATE&range=1Y"

The same call as an MCP tools/call.

{
  "name": "get_economy",
  "arguments": {
    "series_id": "UNRATE",
    "range": "1Y"
  }
}