Equibles

Last 30 days

Uptime

100%

Response time

410 ms typical, 410 ms slowest 5%

Last check

2 h ago

Next check

in 3 h

How to call it

Add it to any MCP client that supports remote servers.

{
  "mcpServers": {
    "equibles": {
      "type": "http",
      "url": "https://mcp.equibles.com/mcp"
    }
  }
}

117 tools

• GetLatestClosingPrices

  Get each ticker's newest traded, settled daily close in USD, with one-session change, volume, and trailing 52-week closing range. Rows can have different dates while a session settles; use the Date column. Change is omitted when the immediately prior trading session is absent. Sp

• 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 t

• 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 i

• 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 (pr

• 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 o

• 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 tr

• ScreenStocks

  Screen listed stocks with optional min/max bounds for price, market cap, institutional ownership, short data, insider activity, valuation, growth, margins, liquidity and earnings. Exact sector, industry, covered-index membership and going-concern filters are also available. A sto

• 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 sto

• 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 as

• 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

• 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 serie

• 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 pr

• ListInvestorEvents

  List a company's recent investor events — earnings calls AND the other events it webcasts (conferences, investor/analyst days, shareholder meetings) — newest first. Each row gives the event id, type, the UTC start (time shown when one was reported), the event title, fiscal period

• 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 ins

• 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 on

• 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 whe

• GetValuationMultiplesHistory

  Get up to ~10 years of quarterly EV/Revenue, EV/EBIT, EV/EBITDA and P/E, 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 cells name their TTM or fisc

• 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. Coverage is

• 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. Date filters apply to the ex-dividend date. Future ex-dates can appear after a dividend is declared. Each listing reports i

• 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-dai

• GetValuationMultiples

  Get current EV/Revenue, EV/EBIT and P/E with peer median, quartiles and sample size; REITs also include verified company-stated P/FFO and P/AFFO, and any filer with a verified reconciliation also includes EV over its own stated Adjusted EBITDA, when available. TTM money flows use

• 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 is matched against the holding rows on each fund series' most recent report (series that stopp

• GetEarningsCallEvent

  Get the earnings-call event for a company's fiscal quarter — the single record that groups the quarter's call artefacts (audio, transcript, slide deck, and 8-K earnings release) under one event. Returns the event's id (usable with GetInvestorEventTranscript), title, call date, st

• 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 hold

• GetEtfProfile

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

• 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 fi

• GetGovernmentContracts

  Get federal government contract awards (from USAspending.gov) won by a specific public company. Shows the award (action) date, recipient named by the government, awarding agency, total value (obligated dollars plus unexercised ceiling — not revenue received), outlays when reporte

• 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 candidate

• 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 denominate

• 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. Pa

• 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 merg

• 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 veri

• 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 c

• GetEtfHoldings

  Get an ETF's stored portfolio holdings from its latest SEC Form NPORT-P report, largest position first. Coverage is full, partial, or unknown when counts are missing or inconsistent. Use offset to continue through broad portfolios.

• 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 or

• 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 lifecyc

• 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.

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