Wisesheets has launched a financial data API and an MCP server designed to give developers, AI agents, and investment platforms direct access to SEC-sourced company fundamentals. The service starts with a free option, while paid plans begin at $19 per month.

The release expands Wisesheets beyond its spreadsheet add-in, which the company says has grown to more than 70,000 users worldwide since 2020. The new API delivers the same underlying datasets, including financial statements, ratios, stock prices, and company profiles, through a REST interface. The accompanying MCP server makes that data directly callable by AI assistants such as Claude.

The launch comes as more financial workflows move from spreadsheets and dashboards into software products and AI-assisted research tools. In those settings, developers need not only normalized company data, but also a way to verify figures against primary disclosures when building screens, reports, or automated analysis.

Filing-Level Traceability

Wisesheets sources its fundamentals directly from XBRL filings on SEC EDGAR, rather than relying on third-party aggregators. SEC EDGAR is the U.S. Securities and Exchange Commission’s public filing system, and XBRL is the structured reporting format companies use to tag financial statement data in many regulatory filings. Each field includes its own provenance, including the originating XBRL tag, the SEC accession number, and the filing date. That structure is intended to allow users to trace any figure back to the specific disclosure from which it came.

According to Wisesheets, many providers at a comparable price point return values without showing which filing produced the figure or how it was derived, leaving users without a way to check a number when it appears incorrect.

“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.”

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. MCP has become a common way for AI applications to access external systems through standardized tool calls, rather than relying only on information already contained in a model’s training data.

After connecting to the server, an AI assistant can pull income statements, compare margins across competitors, screen companies on fundamentals, and cite the underlying filing. Wisesheets said this can be done 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 merely assert a number. The server is available at mcp.wisesheets.io and works with any MCP-compatible client.