Oxford Ledge

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How to call it

Add it to any MCP client that supports remote servers.

{
  "mcpServers": {
    "oxford-ledge": {
      "type": "http",
      "url": "https://www.oxfordledge.com/mcp"
    }
  }
}

62 tools

• get_13f_holdings

  What one institutional filer owns: the largest positions in its latest SEC 13F-HR, plus quarter-over-quarter changes. 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 univ

• 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_num

• 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 pseud

• get_bond_data

  RETIRED (2026-09-13). This was single-bond trade detail by CUSIP over FINRA's public TRACE bond page; FINRA auth-walled that host in 2026-07 and Oxford Ledge holds no licence to redistribute TRACE trade data, so no CUSIP can be priced here. It makes NO network call and returns, i

• 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 la

• 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, even

• 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 9 tracked releases (CPI, Core CPI, Employment Situation, GDP, Jobless Claims, PCE, PPI, Industrial Production, Retail Sales). Returns {days, events, count, source_status, error}; each event is only {date, ev

• 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. `days

• 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 the

• 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 ARRAY

• 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 -- the `days` argument is currently a NO-OP on this path. Rows carry insiderName, position (the role, the load-bearing signal), trans

• 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` IS CAPPED AT THE TOP 100 BY VALUE while `total_holders` is the TRUE filer count. Each holder carries fund_name, fund_cik, shares, value_usd (

• 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 (pub

• 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. totalMark

• 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 tru

• 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, f

• 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 clos

• 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 the canonical `borro

• 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 DETE

• 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 rat

• 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, normaliz

• 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 {borro

• 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}. REFERENCE

• ol_borrower_profile

  Profile + verified M&A/ownership history for one private-credit borrower. Pass the canonical `borrower_norm` (from ol_bdc_top_borrowers). Returns {summary, borrower_norm, borrower, profile, acquisitions, count, public_footprint}: the `profile` (description, industry, known_lender

• 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, ma

• 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 i

• ol_federal_contracts

  Federal-contract obligation history for a ticker, OR the fiscal-year leaderboard -- for government-revenue-dependence diligence. TWO SHAPES: one of `ticker` or `fiscal_year` is REQUIRED (if both, `ticker` wins). With `ticker`: per-fiscal-year obligations (USD, the ten largest rec

• 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 b

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