Oxford Ledge

com.oxfordledge/oxford-ledge · v3.8.3

Ask your assistant; it reads the public record: SEC filings, 13F, insider trades, BDC loans.

Website Source code Set it up

Connect Remote server

Terminal

claude mcp add --transport http oxford-ledge https://www.oxfordledge.com/mcp --header "X-API-Key: <X_API_KEY>"

~/.cursor/mcp.json

{
  "mcpServers": {
    "oxford-ledge": {
      "url": "https://www.oxfordledge.com/mcp",
      "headers": {
        "X-API-Key": "<X_API_KEY>"
      }
    }
  }
}

.vscode/mcp.json

{
  "servers": {
    "oxford-ledge": {
      "type": "http",
      "url": "https://www.oxfordledge.com/mcp",
      "headers": {
        "X-API-Key": "<X_API_KEY>"
      }
    }
  }
}

Claude Desktop

Settings > Connectors > Add custom connector
URL: https://www.oxfordledge.com/mcp

Replace the values in angle brackets with your own. Keys stay on your machine; we never see them.

Tools 63 found in our last check

get_13f_holdings
What one institutional filer owns: the largest positions in its latest SEC 13F-HR, plus QoQ changes (keyed calls only). Accepts a numeric CIK (preferred), a ticker (BRK-B or BRK.B for Berkshire), or a filer NAME (3-80 characters): ONE name-prefix match in the curated 13F filer u…
get_activist_stakes
Schedule 13D/13G >5% beneficial-owner filings for a ticker -- event-driven stake-building, unlike quarterly 13F. Returns {ticker, count, filings}, newest first, limit default 50 (hard cap 200); rows carry filer_name, filing_date, form_type, shares, percent_of_class, accession_nu…
get_anomaly_flags
Run 15 red-flag screens on a ticker (short interest >12%, Altman Z distress, net leverage >4x, negative FCF, P/E >50, dividend yield >6%, insider net selling, revenue decline, payout >90%, goodwill >50% of assets, SBC >10% of revenue, declining ROIC and others). Returns {ticker,…
get_bdc_list
Roster of the ACTIVE BDCs tracked by Oxford Ledge, sorted by portfolio size -- our coverage, not the whole BDC universe; wound-down issuers are excluded by design. No arguments. Returns {bdcs, count}; per BDC: ticker, name, listed (false for a non-traded BDC carried under a pseu…
get_business_summary
First-party business summary for a ticker from its SEC annual report (10-K Item 1; 20-F Item 4 for a foreign private issuer): a curated, verifier-gated overview of what the company does. Returns `summary` (a one-line status line, NOT the content), `available`, `business_summary`…
get_capital_allocation
Where a company sent its cash, up to 30 annual labels. Returns {ticker, capitalAllocation:{years, periods, dividends, netBuybacks, grossRepurchases, netDebtChange, acquisitions, sharesOut, isDilutive, basis, summary}} as PARALLEL ARRAYS aligned to `years` (newest first, fiscal l…
get_corporate_events
The 20 most recent 8-K item events for a ticker from Oxford Ledge's 8-K index of SEC EDGAR, NEWEST FIRST -- a hard cap with no caller-settable limit, so a recent-events feed, not a history. Returns {ticker, events, count, coverage, summary}; each event is {ticker, eventDate, eve…
get_debt_maturities
Forward debt maturity ladder parsed from the latest 10-K/20-F footnote. Returns {ticker, maturities:[{year, amount}], thereafter, confidence, confidence_score, source, validation}. AMOUNTS ARE IN MILLIONS OF USD, not raw dollars -- 400 means $400M. THE LADDER IS AS OF the filing…
get_economic_calendar
Upcoming US macro DATA-RELEASE DATES (a schedule, not estimates) for the 8 tracked releases (CPI, Employment Situation, GDP, Jobless Claims, PCE, PPI, Industrial Production, Retail Sales). Returns {days, events, count, withheld, source_status, error}; each event is {date, event,…
get_fails_to_deliver
SEC fails-to-deliver history for one ticker -- the settlement-failure side of short pressure. Returns {ticker, days, history, count, window, coverage, as_of, summary}; each row is {date (settlement date), fails (SHARES, not dollars), price (USD), description}, OLDEST-FIRST. `day…
get_fred_data
One series from Oxford Ledge's macro SNAPSHOT (about 41 FRED / Treasury series, newest observation each) by FRED id. Returns {series, data: {series, name, value, date, ytdChange, _source}, observation: 'latest_only', note} -- ONE observation, never a history. A series outside th…
get_fundamentals
Full XBRL financial history for one ticker. Returns {ticker, fundamentals:{years, periods, metrics, balanceSheet, quarterly, basis, as_of}, source_period, as_of}: `years` is newest-first, UP TO 30 annual labels, and every entry under `metrics` / `balanceSheet` is a PARALLEL ARRA…
get_insider_activity
Recent Form 4 insider transactions for one ticker. Returns {ticker, transactions}: THE 20 MOST RECENT TRANSACTION ROWS ONLY, newest by filing date; `days` filters within those 20 (it never reaches past the 20). Rows carry insiderName, position (the role, the load-bearing signal)…
get_institutional_consensus
Which tickers the tracked 13F filers most widely hold in common. Returns {as_of_quarter, tickers_found, min_funds, consensus}; each row is {ticker, issuer_name, fund_count, total_value_usd, total_shares, funds}, ranked by fund_count then value. `consensus` is truncated to top_n…
get_institutional_holders
Which institutions hold one ticker, and which way they moved. Returns {ticker, holders, total_holders, as_of_quarter, coverage}. `holders`: the first `limit` (default 25, max 100) of the top 100 by value; `total_holders` is the TRUE filer count. Each holder carries fund_name, fu…
get_news
Read the Oxford Ledge news archive by ticker and/or keyword, newest first. Default limit 25, hard cap 100; no pagination offset. THE RESPONSE SHAPE DEPENDS ON THE ARGUMENTS: ticker only returns {articles, total}; any free-text query returns {articles, count} with richer rows (pu…
get_portfolio_positions
Stored positions of one saved portfolio. Returns {portfolio_id, positions, error} on EVERY path (error is null on success, a string on failure, and positions is [] either way). Each position is ONLY {ticker, shares, costBasis (whole USD, may be null)}, ticker-sorted. THERE IS NO…
get_sector_breakdown
How Oxford Ledge's covered universe splits across sectors and industries (the whole catalog, NOT a portfolio). No arguments. Returns a BARE LIST of {sector, industry, tickerCount, totalMarketCap}, one row per sector+industry PAIR -- aggregate rows to get a sector total. totalMar…
get_value_investing_fact
Curated value-investing principle, historical fact or attributed paraphrase from Oxford Ledge's corpus (~2,000 entries about Buffett, Graham, Munger, Klarman and others). THE WORDING IS NOT VERIFIED against the primary source: none is a verbatim quotation unless `verbatim` is tr…
get_yield_curve
US Treasury yield curve, plus (by default) the wider macro dashboard. TWO DIFFERENT SHAPES. include_history=true returns PARALLEL ARRAYS over 11 tenors (1M..30Y) -- today, ~91 days ago and ~1 year ago -- for steepening/inversion work. include_history false (the DEFAULT) returns…
ol_13f_filer_analytics
Institutional-filer behavior derived purely from 13F holdings: concentration (top-N %, normalized HHI), turnover, and persistence (long-term holder vs fast money) for one filer. Pass a NUMERIC CIK (a ticker will not resolve here; ol_13f_filer_search finds it). Returns {summary,…
ol_13f_filer_search
Resolve a 13F FILER name to its CIK -- the front door to get_13f_holdings and ol_13f_filer_analytics when you know the manager ('Berkshire Hathaway', 'Baupost') and not its CIK (search_company resolves ISSUERS). Returns {summary, query, filers: [{cik, name, last_filing, page_url…
ol_bank_structure_events
FDIC STRUCTURAL EVENTS for one bank -- failures, assisted resolutions, mergers, acquisitions, charter changes -- newest first, with is_failure flagged from the FDIC CHANGECODE taxonomy. Pass `cert` (FDIC certificate) or `name`; a name resolves against active institutions AND clo…
ol_bdc_borrower_dispersion
MOAT: cross-lender loan-pricing DISPERSION for one private-credit borrower -- how N different BDCs each price the SAME loan (spread / mark / fair value); when one BDC marks a borrower S+550 @ 98 and another S+575 @ 99, the lenders disagree on the credit. Pass `borrower_norm` (a…
ol_bdc_borrower_news_today
MOAT / daily pulse: recent VERIFIED news for the private-credit borrowers held across MULTIPLE BDCs -- 'what broke recently for the cross-BDC borrowers I should watch?'. Returns {summary, count, items}; each item is {borrower, headline, source, url, date}. Matcher-VERIFIED only…
ol_bdc_common_borrowers
Borrowers common to a GIVEN SET of BDCs -- the cross-portfolio set question ('what do ARCC, OBDC and AGTC all lend to?') in ONE call. Returns per borrower: borrower, borrower_norm, holder_count, holder_tickers, holders ([{ticker, name}]), total_fair_value and total_par_amount in…
ol_bdc_credit_quality
BDC non-accrual credit-deterioration signal: the share of debt fair value on non-accrual (loans that stopped paying) in the latest filing, plus the trailing-quarter trend. Returns {summary, ticker, latest, trend}; `trend` is OLDEST-FIRST. flagged_pct is a percentage over the DET…
ol_bdc_fee_load
BDC fee load + NII-based dividend coverage for ONE fiscal year (not a series). Returns {summary, ticker, fiscal_year, fees, dividend_coverage}; `fees` holds base and incentive fees and net investment income in whole USD; `dividend_coverage` is NII divided by dividends paid, a ra…
ol_bdc_loan_pricing_trend
Per-quarter loan-pricing trend for ONE BDC, from the parsed schedule of investments: fair-value-weighted average credit spread, average mark and position counts, OLDEST-FIRST. Returns {summary, ticker, count, spread_unit, trend}. `weighted_avg_spread` is in BASIS POINTS, normali…
ol_bdc_mark_changes
MOAT / private credit: the largest quarter-over-quarter MARK moves across a SET of BDC portfolios -- 'which borrowers got marked up or down the most last quarter, and by whom' in ONE deterministic call. Returns {increases, decreases}, each a global ranking; each row is {borrower…
ol_bdc_top_borrowers
MOAT / BDC discovery: the private-credit borrowers syndicated across the MOST BDCs, ranked by ACTIVE lender count (holder_count_active), then holder_count, then exposure -- the entrypoint for the BDC/private-credit category. Returns {summary, count, borrowers}; each row is {borr…
ol_bond_directory_screen
Screen the corporate-bond browse directory by issuer name, grade (IG or HY), and optional coupon and maturity bands. Returns {summary, count, total_matching, bonds}; each bond is {key, issuer_name, coupon (percent number), coupon_type, maturity_date, grade, source_etf}. REFERENC…
ol_borrower_profile
Profile + verified M&A/ownership history for one private-credit borrower. Pass `borrower_norm` (a key from ol_bdc_top_borrowers, or a name). Returns {summary, borrower_norm, borrower, profile, acquisitions, count, public_footprint}: the `profile` (description, industry, known_le…
ol_cftc_cot
CFTC Commitments-of-Traders positioning for THREE curated markets (keys gold, crude_oil, sp500). Pass `market` for its weekly history, NEWEST FIRST (names are normalised: 'wti', 'GOLD', 'e-mini s&p' resolve), or omit it for the latest report across the three. Returns {summary, m…
ol_earnings_calendar
Upcoming EARNINGS DATES for one issuer, provenance-labelled: published_events are dates the ISSUER posted on its own IR calendar; estimate is an Oxford Ledge projection from the issuer's SEC filing cadence, with its confidence. Returns {ticker, published_events, published_events…
ol_etf_lookthrough
ETF look-through: expand up to 25 ETF tickers into the underlying holdings the fund ITSELF filed on Form N-PORT. Returns {summary, count, etfs, units}; per ETF {etf, name, category, net_assets, in_catalog, series_id, opaque, reason, period_date, holdings_available, top_holdings}…
ol_fdic_bank
FDIC-insured banks and thrifts. Pass `query` for a name PREFIX search against ACTIVE institutions (largest-asset first), or omit it for the largest active institutions. Returns {summary, query?, found?, institutions}. UNITS: `asset` and `dep` are THOUSANDS of dollars. The store…
ol_federal_contracts
Federal-contract obligation history for a ticker, OR the fiscal-year leaderboard -- for government-revenue-dependence diligence. TWO SHAPES: exactly one of `ticker` or `fiscal_year` is REQUIRED (both is refused). With `ticker`: per-fiscal-year obligations (USD, the ten largest r…
ol_filing_search
MOAT (PAID -- AI): semantic retrieval over EMBEDDED SEC filings for a ticker. Ask a natural-language question ('what did they say about supply-chain risk?') and get the most relevant filing CHUNKS back from an Oxford Ledge hybrid retrieval (lexical BM25 plus a dense pass, fused…
ol_form_d_raises
Recent SEC Form D private-placement filings from the SEC's QUARTERLY Form D data set -- newest first, optionally scoped to an industry group and/or a trailing filing-date window. Returns {summary, count, days, industry, offerings}. Amounts are whole USD as disclosed; total_offer…
ol_fundamentals_screen
Threshold screen over up to 10 caller-supplied tickers (extras named in `dropped`) on latest-year SEC EDGAR XBRL fundamentals. Optional criteria: min_revenue, min_free_cash_flow, min_ebit_margin_pct, min_gross_margin_pct, max_debt_to_assets_pct, min_current_ratio, min_net_income…
ol_glossary_term
Oxford Ledge's editorial GLOSSARY: ~1,500 finance and investing terms written for lifelong students of the market -- definition, worked example, etymology, pronunciation, related terms (see-also), and the learning paths that teach the concept. Look up one term by name (case and…
ol_insider_cluster_scan
FLAGSHIP MOAT: scan for ACTIVE multi-insider cluster-buy/sell signals (distinct-actor Form 4 clusters with statistical strength). THREE GRAINS: pass `tickers` for a watchlist, a single `ticker` for that name's recent fired clusters, or NEITHER for the MARKET-WIDE scan (top fired…
ol_insider_recent_buys
Recent OPEN-MARKET insider PURCHASES (SEC code 'P') across the Oxford Ledge issuer catalog (~5.3k tickers) -- a daily insider screen. Returns {summary, since_days, count, buys}, NEWEST FIRST; each buy carries ticker, filing and transaction dates, insiderName, position, shares, p…
ol_institutional_confluence
Quarter-aligned institutional-confluence read for one ticker: 13F accumulation x insider Form 4 net buying x buy-cluster confirmation, fused on the ticker's reference 13F quarter. Returns a `verdict` (confluence_accumulation / confluence_distribution / partial_net_adding / parti…
ol_intrinsic_value
Per-share intrinsic value from SEC EDGAR XBRL -- three textbook models: a levered-FCF DCF, a Greenwald Earnings-Power-Value, and the Graham number. Returns {summary, ticker, available, dcf_per_share, epv_per_share, graham_number, inputs, assumptions, as_of}; all three values are…
ol_issuer_kpi_panel
Tier-3 KPI PANEL for ONE issuer -- curated per-issuer metric rows (ARR, RPO/cRPO, NRR, logo retention, DAU/MAU, capacity utilization, ...) extracted from SEC filing exhibits, WITH the issuer's own metric definitions and full provenance. ABSENCE IS FIRST-CLASS: a row with value=n…
ol_learn_check
Grade the learner's answer to a LEARN check. item 'self_check' with section (the check's step index) and selected_option (0-based) is graded on the server for every caller, no key needed, and returns correct, correct_option and the lesson's own explanation, which you relay as wr…
ol_learn_find
Find an Oxford Ledge LEARN lesson to teach: 40 learning paths and 433 modules written for lifelong students and investors. No arguments lists the paths plus a start_here module; `path` lists one path's modules in teaching order; `query` searches module titles, section headings a…
ol_learn_lesson
Teach one Oxford Ledge LEARN module a step at a time. Call with module_id and no step for the outline, then step=0, 1, 2 and so on. A step is one lesson section as body_markdown, plus where the lesson has them: a formula, a table, live filing figures each with its as-of date (ma…
ol_maturity_wall
The corporate DEBT MATURITY WALL: scheduled bond/loan maturities aggregated by year -- total_by_year, by_rating, top_issuers_by_year, peak_year, concentration. Amounts are USD MILLIONS (see `units`). `by_rating` splits IG vs HY by an Oxford Ledge LEVERAGE HEURISTIC, NOT agency r…
ol_operating_kpis
Industry OPERATING KPIs for ONE issuer -- the operational numbers the income statement hides (same-store sales, RevPAR, load factor, medical-loss ratio, net interest margin, TEU, rig count ...) extracted from SEC filings across 26 configured industries, each switched on by a dep…
ol_ownership_changes
Quarter-over-quarter institutional accumulation/distribution for one ticker: each fund's position classified new / increased / decreased / exited over the last ~4 quarters -- the 'who is moving on X?' flow read. Returns {summary, ticker, quarters_analyzed, counts, new_positions,…
ol_paper_portfolio
YOUR paper (practice) portfolio on Oxford Ledge -- the same snapshot the web sandbox at /practice/ renders: {portfolio, positions, totals, position_theses, summary, has_portfolio}. include_history: true adds recent_trades (history_limit 1..50, default 20). A user with NO portfol…
ol_paper_trade
WRITE (opt-in): place a market order in YOUR paper (practice) portfolio -- the same engine, quote, fills and rejections as the web sandbox; no real money, no real account. One of TWO mutating tools here (the other is reading_list_annotate). DEFAULTS TO A DRY RUN: with _dry_run o…
ol_patents
Recent USPTO patent filings for a ticker (innovation-intensity diligence). Returns {summary, ticker, count, filings}, NEWEST FIRST; `limit` default 50, hard cap 200, so this is a recent slice, never a full portfolio, and `count` is the number RETURNED. TRAP: a non-empty patent_n…
ol_peer_fundamentals
Side-by-side latest-fiscal-year fundamentals for a peer set (the FIRST 6 unique tickers; the rest are named in `dropped`). Returns {summary, count, peers, dropped, as_of}; a peer is {ticker, available, fiscal_year, revenue, net_income, eps_diluted, free_cash_flow, gross_margin_p…
ol_short_interest_trend
FINRA short-interest trend for one ticker: the biweekly settlement-date short-percent series, OLDEST-FIRST. Returns {summary, ticker, count, as_of, trend}; each point is EXACTLY {date (settlement date), shortPct (a PERCENTAGE number)} -- no share counts and no days-to-cover. `po…
ol_treasury_debt
US Treasury debt composition from the Monthly Statement of the Public Debt. Omit BOTH args for the newest month's full class breakdown; pass security_type AND security_class together for that one class's monthly history (only one of them is refused). Returns {summary, rows}. AMO…
reading_list_annotate
WRITE (opt-in): save or update YOUR private note on an Oxford Ledge reading-list entry. One of TWO mutating tools here (the other is ol_paper_trade). DEFAULTS TO A DRY RUN: with _dry_run omitted or true you get a proposal {dry_run: true, tool, args, idempotency_key, message}, no…
search_bdc_borrower
Which BDCs lend to one private-credit borrower, matched fuzzily on name -- Oxford Ledge's parse of SEC EDGAR BDC schedules of investments (ol-derived), not filer-published data. Returns borrowerName, borrowerNorm (the key the ol_bdc_* tools take), description, descriptionSource,…
search_company
Resolve a company name, ticker or CIK to its SEC identity. Returns {results, count}, up to 20 matches (hard cap); each result carries SEC-EDGAR-derivable identity fields only: ticker, companyName, cik, sicCode, exchange, fiscalYearEnd, tickerStatus (check it before treating a ma…
search_news_archive
TF-IDF full-text search over the archived news headlines + the pulse-fact corpus (a lexical index, not embeddings). Returns {query, count, results, index}; each result is {type ('news' | 'fact'), text, score (0-1 cosine), metadata}. `limit` default 20, hard cap 50. The first cal…

Headers

Name	Description
`X-API-Key` Optional, secret	Optional. An ol_live_ key from https://www.oxfordledge.com/mcp#get-your-key. Without it the anonymous tools answer; with it, the tools your plan's tier allows.

Details

Endpoint	`https://www.oxfordledge.com/mcp` (Streamable HTTP)
Package	`[email protected]` (PYPI, stdio)
First published	11 Oct 2026
Last updated	11 Oct 2026
Registry name	`com.oxfordledge/oxford-ledge`

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Answered: 100% of 2 checks
Last check: 13 Nov 2026

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