Equibles

Connect Remote server

claude mcp add --transport http equibles https://mcp.equibles.com/mcp --header "Authorization: Bearer <YOUR_API_KEY>"

{
  "mcpServers": {
    "equibles": {
      "url": "https://mcp.equibles.com/mcp",
      "headers": {
        "Authorization": "Bearer <YOUR_API_KEY>"
      }
    }
  }
}

{
  "servers": {
    "equibles": {
      "type": "http",
      "url": "https://mcp.equibles.com/mcp",
      "headers": {
        "Authorization": "Bearer <YOUR_API_KEY>"
      }
    }
  }
}

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

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

Tools 80 found in our last check

• GetLatestClosingPrices

  Get each ticker's newest traded, settled daily close (USD for US listings; a MIC:TICKER listing on another exchange in its own trading currency, named in a note), with one-session change, volume, and trailing 52-week closing range. Rows can have different dates while a session s…

• GetCftcPositioning

  Get Commitments of Traders (COT) positioning data for a specific futures contract. Shows commercial and non-commercial positions over time. Values are contract counts from the legacy futures-only COT report (positions as of each Tuesday, published Friday). Use SearchCftcMarkets…

• AddPortfolioLot

  Record a user-confirmed purchase or sale in the caller's portfolio. Never infer or guess the instrument, quantity, price or date. For stock, pass ticker; a listing on another exchange is its MIC:TICKER symbol (e.g. XPAR:AIR, as ScreenStocks returns it). For an option, pass both…

• GetMarketStatus

  Get the current US equity market status (NYSE/Nasdaq), evaluated in America/New_York: whether the market is open, the current session (pre-market, regular, after-hours, or closed), whether today is a full-day holiday or a 1:00 p.m. ET early close, today's regular and extended (p…

• GetMarketWideCongressionalActivity

  Get the stocks members of Congress traded most over a trailing window, aggregated across EVERY member and ticker — 'what did Congress buy this week' without needing a ticker or a member name. The window is anchored on the DISCLOSURE (filing) date because the STOCK Act's general…

• GetEuropeanDirectorTransactions

  Get the director and related-person (PDMR) transactions a regulator published for one listing outside the US, written MIC:TICKER (e.g. XSTO:VOLV-B). Coverage today is Sweden's Finansinspektionen register, matched by the issuer's LEI or the security's ISIN, so rows can include th…

• GetTranscriptPhraseTrend

  Count how often a word or phrase comes up on a company's last earnings calls, oldest first: mentions per call, the rate per 10,000 words, the split between prepared remarks and Q&A where the call states its hand-off to questions, and one or two short quotes. Whole-word and case-…

• GetWebDataFeed

  Get the latest independently verified stored result for one of the caller's trackers, or the latest retained result at or before a requested timestamp. This is read-only, never triggers a live run, and preserves the last good result after a newer failure. To create or manage a t…

• ScreenStocks

  Screen listed stocks with optional min/max bounds for price, market cap, institutional ownership, 13F holder signals (conviction, crowding, private-fund adviser ownership, active holders' share change, holder tenure and price versus the holders' estimated cost), short data, insi…

• GetHolderTargets

  Shareholder targeting for a stock: the 13F filers of the newest closed quarter that hold its holder-overlap peers (operating companies whose active holders overlap most, funds excluded) but hold no class of the stock itself, ranked by the money they have in those peers. A stock…

• GetFundProfile

  Get a registered fund's profile and largest stored holdings from its latest SEC Form NPORT-P report. Accepts a profile ID, SEC series ID, stored ticker, or verified alias from SearchFunds. Returns registrant, series, assets, reported and stored holding counts, and the largest st…

• GetInvestorEventTranscript

  Get the speaker-labelled transcript of a specific investor event (earnings call, conference, investor day) by its event id — every speaker turn in order, attributed to the real person (executive or analyst) with their role when the resolution is trusted; unverified voices show a…

• GetInstitutionConsensusHoldings

  Combine 2-25 institutions' 13F portfolios on their latest common report date. Ranks stocks by holder count, then combined value. Published values normally use report-date closing prices, may fall back to filer values, and can be zero when unavailable. Set minInstitutions to 2 or…

• SearchListings

  Find exchange listings by company name or ticker (query), by ISIN (isin), or list every listing of one exchange or country, across the US and other exchanges. Each row gives the symbol other tools accept (a bare ticker for a US listing, MIC:TICKER such as XETR:SIE for another ex…

• GetEuropeanShortPositions

  Get the net short positions disclosed to European regulators for one listing outside the US, written MIC:TICKER (e.g. XPAR:UBI, XAMS:ASML), matched by that security's ISIN, or the issuer's LEI for issuer-level sources: individual holder disclosures from registers such as France'…

• SearchInstitutions

  Search the tracked 13F filer set by institution name or SEC CIK. Search first requires every punctuation-independent query word anywhere in the filed name, then broadens to any word only when no strict row matches. Verified brand aliases such as Fidelity, Vanguard, and BlackRock…

• GetShortInterest

  Get bi-monthly short interest history for an exact stock or ETF listing from FINRA. Shows the reported short position, change from the previous settlement, average daily volume, and days to cover per settlement date. Share counts are restated onto today's split basis so the seri…

• GetPutCallRatios

  Get CBOE put/call ratio data showing market sentiment. Available types: Total (all exchange), Equity, Index, Vix, Etp. High ratios (>1.0) indicate bearish sentiment; low ratios (<0.7) indicate bullish sentiment. Volumes are contract counts. Data available from November 2006 to p…

• ListInvestorEvents

  List a company's investor events, newest first: earnings calls plus conferences, investor days and shareholder meetings. Each row gives the event id, type, UTC start, title, fiscal period (earnings calls only), status, and each material's status (available, pending, notPublished…

• GetOptionTermStructure

  Compare the nearest upcoming expirations side by side: at-the-money implied volatility, the at-the-money straddle's mid as a market-implied expected move, put/call ratios and max pain for each. An expiration that could not be read stays in the table, marked. Nothing here is a fo…

• GetCongressionalTrades

  Get congressional securities transactions for a specific ticker (newest first, last year by default). Shows which members of Congress reported a purchase or sale, with transaction and filing dates; amounts are disclosed ranges, not exact values, and Asset identifies the filed in…

• GetInstitutionCloneBacktest

  Backtest how cloning an institutional filer's reported 13F portfolio would have performed against a market benchmark, either over a trailing window (windowYears) or an explicit fromDate/toDate range. Reconstructs the filer's portfolio at each quarterly 13F snapshot, rebalances o…

• CompareInstitutionPortfolios

  Compare two institutions' 13F portfolios on their latest common report date. Returns Jaccard and dollar-weighted overlap, portfolio totals, and shared or unique positions. Published values normally use report-date closing prices, may fall back to filer values, and can be zero wh…

• GetValuationMultiplesHistory

  Get up to ~10 years of quarterly EV/Revenue, EV/EBIT, EV/EBITDA, P/E, Price/Sales and Price/Book, with P/FFO and P/AFFO for REITs and EV/Adjusted EBITDA for verified filers. Each row is recomputed at its filing date from facts then available and that day's raw close; non-GAAP ce…

• GetUpcomingInvestorEvents

  Get upcoming investor-relations events for a stock — earnings webcasts, conference appearances, presentations, and shareholder meetings — scraped from the company's IR website. Returns events scheduled from now onward, soonest first, optionally filtered by event type. Also state…

• GetDividendHistory

  Get the stored declared cash dividends of an exact stock or ETF listing, newest first. Each row gives the ex-dividend date and cash amount per share: in USD for a US listing, and in the listing's trading currency for a listing on another exchange (MIC:TICKER). Date filters apply…

• UpdatePortfolioLot

  Correct a lot the USER already recorded: a mistyped quantity, price, trade date, note or exchange rate. Only the fields you pass change; the rest are left alone. The instrument itself cannot be edited: a lot on the wrong stock or the wrong contract is a different holding, so rem…

• GetShortInterestSnapshot

  Market-wide snapshot of the latest FINRA bi-monthly short interest settlement — one row per exact listed security, sorted by days to cover (descending) by default. FINRA caps days to cover at 999.99: capped rows are a sentinel (almost always illiquid names with a tiny average-da…

• GetOptionChainSummary

  Get one expiration's positioning from the live chain: open interest and volume by side with put/call ratios, max pain, at-the-money implied volatility, the at-the-money straddle's mid as a market-implied expected move, 25-delta skew, the strikes with the most unsigned gamma, and…

• GetValuationMultiples

  Get current EV/Revenue, EV/EBIT, P/E, Price/Sales and Price/Book with peer median, quartiles and sample size; REITs add verified company-stated P/FFO and P/AFFO, and a filer with a verified reconciliation adds EV over its stated Adjusted EBITDA. TTM flows use four discrete fisca…

• GetFormDOfferings

  Get recent exempt securities offerings (private placements) for a company from SEC Form D notices. Each Form D reports a Regulation D offering, showing the issuer, the date of first sale, the total offering amount (a dollar figure or "Indefinite"), the amounts sold and remaining…

• GetFundsHoldingStock

  Get the registered investment companies (mutual funds and ETFs) holding an exact stock or ETF listing, from SEC Form NPORT-P portfolio reports. The listed security's authoritative CUSIP (or, for a listing on another exchange written MIC:TICKER, its ISIN) is matched against the h…

• GetHolderMix

  Who holds a stock or ETF listing, by kind of 13F filer, quarter by quarter: each bucket's share of 13F common shares, its like-for-like change, and new and exited filers. Split by holder type (regulatory records, never names), measured style, turnover, horizon, 13F book size, cl…

• GetEarningsCallEvent

  Get the earnings-call event for a company's fiscal quarter: one record grouping the call's audio, transcript, slide deck and 8-K earnings release. Returns the event id, title, call date, status, each artefact's status (available, pending, notPublished, failed, notAttempted, noCa…

• GetIndexChanges

  Get the companies that have joined or left a major US stock index, newest first. Changes are derived by comparing consecutive constituent lists from the funds that track the index, so each one is dated to the window between two reports rather than to an announcement: a daily hol…

• GetEtfProfile

  Get ETF settled performance, SEC assets, allocation and top holdings. For this exact ETF ticker, use GetStockPrices or GetLatestClosingPrices for prices, GetLiveQuote for entitled intraday quotes, GetOptionExpirations/GetOptionChain/GetOptionContract/GetOptionContractHistory for…

• GetRevenueBreakdown

  Get a company's revenue disaggregated by business segment, geography and product/service — plus operating income by segment when the issuer tags it, so segment profitability and margins are answerable — from the dimensional XBRL facts the issuer tags in its own filings. Annual f…

• GetHolderTypeFlows

  Market-wide 13F money flows for a closed quarter by kind of filer: what each bucket bought and sold, net flow, net flow as % of its prior 13F book, and net buyers vs sellers. Buckets: holder type (regulatory records, never names), measured style, turnover, horizon, book size, cl…

• GetGovernmentContracts

  Get federal government contract awards won by a specific public company: US federal awards (from USAspending.gov) or Government of Canada contracts (from its proactive publication of contracts over C$10,000). Shows the award (action) date, recipient named by the government, awar…

• GetCorrelatedStocks

  Get the stocks whose daily price returns are most (or least) correlated with one stock — Pearson correlation of daily log returns on comparable raw closes (dividends excluded), computed over the trading days both stocks priced, never on raw price levels. Scope picks the candidat…

• GetAverageTrueRange

  Average True Range (ATR) for a stock. Wilder's volatility measure built from the True Range (max of high-low, |high-prev_close|, |low-prev_close|) and smoothed recursively. Higher ATR means wider daily moves; commonly used for position sizing and stop placement. ATR is denominat…

• GetOwnershipSummary

  Get who owns a stock, as shares and % of shares outstanding: 13F institutions, insiders (Forms 3, 4, 5, single-class issuers only), 13D/13G blocks no 13F report already holds, and the remaining float, flagged rather than clipped when negative. Registered funds are shown but neve…

• GetMyPortfolio

  Get the caller's saved portfolios, and those colleagues shared with the caller's organization, including stock and option lots, cost basis, realized and unrealized profit, and watched instruments. Omit portfolio to list portfolios; if exactly one exists it is returned in full. P…

• CreateMyPortfolio

  Create a new, empty portfolio in the USER's own Equibles account, then add holdings to it with AddPortfolioLot. Ask the user before creating one, since it is their account. Names are unique within an account, and re-creating a name that already exists is rejected rather than mer…

• SearchFunds

  Search the tracked SEC Form NPORT-P fund directory by fund name, ticker, SEC series ID, or registrant. Returns one canonical profile per series with ticker, registration type, latest report date, assets, and reported-versus-stored holding counts. Exact stored tickers outrank ver…

• SuggestToolImprovement

  Suggest the smallest actionable contract improvement to an existing Equibles tool you actually called when it worked as documented but lacked a useful operation, filter, parameter or output option. Answer the user first; this records a future improvement and does not change the…

• GetEtfHoldings

  Get an ETF's stored portfolio holdings, largest position first: a US fund's latest SEC Form NPORT-P report (coverage full, partial, or unknown when counts are missing or inconsistent), or, for a fund on another exchange named MIC:TICKER, the fund sponsor's published portfolio fi…

• GetEarningsCallTranscript

  Get the speaker-labelled transcript of a company's earnings call for a fiscal quarter — every speaker turn in order, attributed to the real person (executive or sell-side analyst) with their role at the time. Identities appear only when the resolution is trusted (auto-resolved o…

• GetIpoFeed

  Get the US S-1/F-1 registration pipeline, newest filing activity first. Rows distinguish Primary, Resale, DirectListing, NonOffering and Unknown transactions; terms come from the newest effective prospectus or latest filing and never a superseded document. Results include lifecy…

• GetShareholderVoteResults

  Get a company's shareholder meeting vote results from its SEC 8-K Item 5.07 filings, latest meeting first: for each matter (each director nominee on its own row) the For, Against, Abstain, Withheld and broker non-vote counts as printed, the stated outcome and its quote, and the…

• GetIndexForecast

  Apply an index's published entry rules and return candidates with rule-by-rule evidence. S&P results are SCREENS because a committee chooses additions; the S&P 500 adds versioned 90-day empirical join probabilities for eligible candidates and exit probabilities for every member.…

• GetLatestEconomicIndicators

  Get the latest values for key economic indicators across categories: interest rates, yield spreads, inflation, employment, GDP, money supply, sentiment, housing, exchange rates, and market indicators. Each row shows a series' latest stored observation with its date, plus the pre…

• GetInstitutionQuarterlyActivity

  Get an institution's quarterly position-change activity — Initiated / Increased / Reduced / Exited stocks diffed against the immediately prior quarter. Common shares, put/call positions and principal amounts are separate rows labelled by Type. Returns the buckets as one markdown…

• GetTopHolders

  Get the top institutional holders (fund managers) of an exact stock or ETF listing from SEC 13F-HR filings. Returns a ranked list by shares held, including published position value and percentage of total institutional 13F shares (not of shares outstanding). Values normally use…

• ClosePortfolioLot

  Record that the USER sold (or covered, or let expire) all or part of a lot, at a price and on a date. The lot moves out of the open positions and its realized profit is kept. Ask the user for the closing price and date; never guess them from a market quote. Closing PART of a lot…

• GetEarningsCallToneAndThemes

  Get the AI-scored insights for a company's recent earnings calls — the management-tone read (a net tone score and a hedging score) and the call's key themes with their computed mention counts and per-theme tone. Newest call first. Verifier-approved — only scored and approved cal…

• GetOptionChainSession

  Get one session's bars across one expiration, by strike: open, high, low, close, volume, VWAP and trades for every contract, active or expired. Use it for how a chain traded on a past date; GetOptionExpirations with expired=true lists past expirations. A larger expiration return…

• SearchCftcMarkets

  Search the tracked CFTC futures contracts by name, market code, common contract name, or standard futures symbol, or omit the query to list every tracked contract. Coverage is a curated set of ~35 major contracts across Agriculture, Energy, Metals, Equity Indices, Interest Rates…

• GetEarningsCallThemeHistory

  Track how a company's earnings-call themes move quarter over quarter: a theme by fiscal-quarter table of mention counts and tone across its last scored calls, oldest first, with each theme's status on the latest call (new, recurring, dropped, or unknown where an unscored quarter…

• GetIndexComposition

  Get the current constituent list of a major US or Canadian stock index: S&P 500, S&P MidCap 400, S&P SmallCap 600, Nasdaq-100, Russell 1000, Russell 2000, the Dow Jones Industrial Average, the S&P/TSX 60, S&P/TSX Composite, S&P/TSX Venture Composite and the S&P/TSX capped sector…

• GetSupplyChainOverlap

  Get which of a company's suppliers and customers also supply or buy from its competitors, as 10-K filings name them: each one with the listed competitors it also serves, or, with vs, the company against one competitor (both, only the company, only the competitor). A competitor w…

• GetLatestCftcPositioning

  Get the latest COT positioning snapshot across all tracked futures contracts, grouped by category (Agriculture, Energy, Metals, Equity Indices, Interest Rates, Currencies). Shows commercial and non-commercial net positions in contract counts from the legacy futures-only COT repo…

• GetInvestorRelationsNews

  Get recent investor-relations press releases for a stock, scraped from the company's IR website; for a US company whose IR site has no news feed, the press releases it furnished as exhibits to its 8-K filings, each marked as such. Returns the most recent news items (headline, pu…

• SearchDocument

  Search one SEC filing or earnings-call transcript by document ID. semantic mode uses hybrid relevance and returns excerpts in document order with approximate line numbers. exact mode performs a literal case-insensitive substring match and returns precise matching lines. Get docu…

• GetOwnershipSignals

  Who holds a stock and how, measured across every 13F book of the newest closed quarter, beside the quarter before: conviction (filers holding it among their ten largest positions, its weight in their books), crowding (shares held by high-turnover filers and private-fund advisers…

• GetBeneficialOwnership

  Get the Schedule 13D and 13G beneficial-ownership record of a stock or ETF listing: each filer's latest 13D or 13G, its event date, the block's shares (restated onto today's split basis) and percent of class, the change since the filer's previous 13D or 13G, and every reporting…

• GetCanadianFundHoldings

  Get the Canadian exchange-traded funds holding one Canadian listing, written MIC:TICKER (e.g. XTSE:RY), from each fund's own newest published portfolio, largest position first: the fund's ticker and name, the portfolio's date, shares, value and the position's percentage of the f…

• GetMajorShareholdings

  Get the major-holding notifications regulators outside the US publish for one listing, written MIC:TICKER (e.g. XLON:BARC): who crossed a voting-rights threshold, when, and the resulting position. Coverage: the UK FCA (TR-1 under DTR 5), the French AMF, the Dutch AFM (no publica…

• GetCanadianShortPositions

  Get the aggregate short positions in one Canadian listing, written MIC:TICKER (e.g. XTSE:RY, XTSX:..., XCNQ:..., NEOE:...), from CIRO's Consolidated Short Position Report, newest first. CIRO, the Canadian Investment Regulatory Organization, publishes one report as of the 15th an…

• GetInstitutionStyleHistory

  Get an institutional 13F filer's portfolio style quarter by quarter, measured from its filed common-share book: style band (index-like, systematic-like, concentrated, diversified active), turnover band, holding-horizon band, and the measurements behind them (equity value, stock…

• GetStockPrices

  Get daily, weekly or monthly OHLCV (Open, High, Low, Close, Volume) price history for a stock. Useful for technical analysis, charting, and price trend analysis. Weekly (ISO week) and monthly bars roll up the daily rows: first open, highest high, lowest low, last close, summed v…

• GetEconomicCalendar

  Get the economic release calendar — scheduled (upcoming) and recent publication dates of US and Canadian macro data releases, each row naming its market, with the FRED series each release updates and an importance tier per release (High = the tier-1 scheduled market movers: CPI,…

• GetFinancialStatement

  Get a company's income statement, balance sheet, or cash-flow statement for a given fiscal year and period, sourced from SEC Company Facts (structured XBRL), or from the issuer's regulatory filings for a listing outside the US. Returns the standard line items (e.g. revenue, net…

• ListFilings

  List stored SEC filings and earnings-call transcripts newest first. Omit ticker for a market-wide feed or provide one ticker for a company-specific list. Returns company identity, document IDs, types, filing and reporting dates, SEC item numbers, line counts, EDGAR accession num…

• ReportProblem

  Report an Equibles tool call you actually made when it failed, timed out, was unexpectedly empty (ToolFailed), or returned verifiably impossible or contradictory data (ImplausibleResult). Answer the user first, then retry or use a fallback; this report does not fix the current c…

• GetSuperInvestors

  Get the curated superinvestor directory — a hand-picked list of well-known value investors and fund managers (Buffett, Ackman, Burry, Klarman and more), each with their 13F filer CIK and latest reported portfolio value, position count, quarter-over-quarter change, and report dat…

• GetLiveQuote

  Get the latest intraday reading for active U.S. listings (consolidated SIP: last trade, UTC time, session freshness, bid/ask) and for listings named MIC:TICKER on a Canadian exchange (XTSE, XTSX, XCNQ, NEOE; e.g. XTSE:RY) or Euronext (XPAR, XAMS, XBRU, XMSM, XOSL, MTAA, XLIS; e.…

• DeleteMyPortfolio

  Permanently delete one of the USER's own portfolios and every lot in it, open and closed. This cannot be undone and it destroys the recorded cost basis and realized-profit history. ALWAYS confirm with the user first, naming the portfolio and how many lots it holds. Call GetMyPor…

• GetExecutiveChanges

  Get a company's executive and director changes — CEO/CFO/officer/board appointments, resignations, terminations, and retirements — as disclosed in its 8-K Item 5.02 filings, newest filing first. Each change carries the person's name, the role text exactly as filed, a separate no…

• SearchEtfs

  Search active exchange-traded funds and products by ticker, fund name, sponsor, or ISIN, US and other exchanges. US ETF identity comes from the authoritative security-type reference directory, with assets and holdings from the linked SEC Form NPORT-P fund series when available;…

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