Wisesheets launched a financial data API and an MCP server that give developers, AI agents, and investment platforms direct access to SEC-sourced company fundamentals, starting free and with paid plans from $19 per month.
The launch extends Wisesheets beyond the spreadsheet add-in that has grown to more than 70,000 users worldwide since 2020. The new API serves the same underlying data, financial statements, ratios, stock prices, and company profiles, through a REST interface, while the accompanying MCP server makes that data directly callable by AI assistants such as Claude.
Every figure traces back to its filing
Wisesheets sources its fundamentals directly from XBRL filings on SEC EDGAR rather than from third-party aggregators. Each field returns its own provenance: the originating XBRL tag, the SEC accession number, and the filing date, so any number can be traced to the exact disclosure it came from.
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Most providers at this price point return a value with no indication of which filing produced it or how it was derived. When a figure looks wrong, there is no way to check.
“Financial data is only as good as your ability to verify it,” said Guillermo Valles, founder of Wisesheets. “Every number our API returns tells you which XBRL tag it came from and which filing it was pulled from. If something looks off, you click through to the source instead of taking our word for it.”
An MCP server for financial research
The Wisesheets MCP server implements Anthropic’s Model Context Protocol, an open standard for connecting AI assistants to external tools and data.
Once connected, an AI assistant can pull income statements, compare margins across competitors, screen on fundamentals, and cite the underlying filing, without the developer writing integration code or the model inventing figures. Because every response carries filing-level provenance, the assistant can point to a source rather than assert a number.
The server is available at mcp.wisesheets.io and works with any MCP-compatible client.
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