Analytics
equibles.com
Provides US equity market status, calendar, CFTC positioning, SEC filings search, and congressional trading activity data.
ENDPOINT 1
https://mcp.equibles.com/mcp
MCP server metadata
- Name
- Equibles.Mcp.Server
- Version
- 1.0.0.0
Known tools 97
SearchCompanyDocumentsSearch the Equibles SEC filing database for a specific company by its ticker symbol using hybrid keyword and semantic search.
Inferred read-onlyGetCftcPositioningGet Commitments of Traders (COT) positioning data for a specific futures contract.
Inferred read-onlyGetMarketStatusGet 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.
Inferred read-onlyGetMarketWideCongressionalActivityGet 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.
Inferred read-onlyGetFundCloneBacktestBacktest 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.
Inferred read-onlyScreenStocksScreen the stock universe by combining range filters across datasets: market capitalization and share price, sector and industry, the number of 13F institutional filers and its quarter-over-quarter change, short interest as a percent of shares outstanding, days to cover, a composite short-squeeze score (0-100, peer-relative; higher = more squeeze-prone), a composite insider-sentiment score (0-100, peer-relative; higher = more aggressive insider accumulation), net insider buying in dollars over the trailing 90 days (negative = net selling), the going-concern doubt flag (companies whose latest SEC filing states substantial doubt about their ability to continue as a going concern), and fundamentals from daily-refreshed SEC filings: trailing P/E, dividend yield, revenue growth YoY, gross margin, average daily dollar volume, and TTM net income (minNetIncome=0 keeps profitable companies only).
Inferred read-onlyListCompanyDocumentsBrowse and discover available SEC filings and earnings call transcripts for a specific company in the Equibles database.
Inferred read-onlyGetFundProfileGet a registered fund's profile and largest holdings from its most recent SEC Form NPORT-P report.
Inferred read-onlyGetExemptOfferingsGet recent exempt securities offerings (private placements) for a company from SEC Form D notices.
Inferred read-onlySearchInstitutionsSearch for institutional investors (fund managers) by name or SEC CIK number, largest 13F filers first.
Inferred read-onlyListInvestorEventsList a company's recent investor events — earnings calls AND the other events it webcasts (conferences, investor/analyst days, shareholder meetings) — newest first.
Inferred read-onlyGetCongressionalTradesGet congressional stock trades for a specific ticker (newest first, last year by default).
Inferred read-onlyGetInvestorEventSpeakersGet 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 a role label (e.g.
Inferred read-onlyGetValuationMultiplesHistoryGet a company's valuation multiples over time — EV/Revenue, EV/EBIT and P/E recomputed at each past quarter's filing date, one row per quarter.
Inferred read-onlyGetShortInterestSnapshotMarket-wide snapshot of the latest FINRA bi-monthly short interest settlement — one row per stock, sorted by days to cover (descending) by default.
Inferred read-onlyGetValuationMultiplesGet a company's valuation multiples — EV/Revenue, EV/EBIT and P/E on trailing-twelve-month figures — together with a peer median and quartiles so the multiple can be read in context.
Inferred read-onlyGetFundsHoldingStockGet the registered investment companies (mutual funds and ETFs) holding a given stock, from SEC Form NPORT-P portfolio reports.
Inferred read-onlyGetEarningsCallEventGet 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.
Inferred read-onlyGetRevenueBreakdownGet a company's revenue disaggregated by business segment, geography and product/service, from the dimensional XBRL facts the issuer tags in its own filings.
Inferred read-onlyGetGovernmentContractsGet federal government contract awards (from USAspending.gov) won by a specific public company.
Inferred read-onlyGetCorrelatedStocksGet the stocks whose daily price returns are most (or least) correlated with one stock — Pearson correlation of daily log returns on split- and dividend-adjusted closes, computed over the trading days both stocks priced, never on raw price levels.
Inferred read-onlySearchFundsSearch the directory of registered investment companies (mutual funds and ETFs) that file SEC Form NPORT-P, by fund name, ticker or registrant.
Inferred read-onlyGetIpoFeedGet the US IPO pipeline: companies with an S-1 or F-1 registration statement on file at the SEC, newest filing activity first — each with its lifecycle status (Filed, Priced, Listed, Withdrawn), latest filing, proposed ticker and exchange, the estimated offer price range and shares offered (extracted from the prospectus and verified against its text), and the latest full fiscal year's revenue, growth, gross margin and net income from the filer's own XBRL-tagged statements (in the filer's reporting currency).
Inferred read-onlyGetFundOverlapGet the 13F portfolio overlap between two institutions for their latest common report date — Jaccard similarity, dollar-weighted overlap ($-weighted = shared dollars, taking the smaller of the two funds' values per stock, as a share of union dollars), per-fund position counts and totals, and a side-by-side table of stocks with per-fund shares + percent of portfolio.
Inferred read-onlyGetInstitutionQuarterlyActivityGet an institution's quarterly position-change activity — Initiated / Increased / Reduced / Exited stocks diffed against the immediately prior quarter.
Inferred read-onlyGetTopHoldersGet the top institutional holders (fund managers) of a stock from SEC 13F-HR filings.
Inferred read-onlySearchCftcMarketsSearch the tracked CFTC futures contracts by name or market code, or omit the query to list every tracked contract.
Inferred read-onlyGetLatestEconomicDataGet 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.
Inferred read-onlyGetInvestorRelationsNewsGet recent investor-relations press releases for a stock, scraped from the company's IR website.
Inferred read-onlySearchDocumentSearch within a single specific document in the Equibles SEC filing database by its document ID.
Inferred read-onlyGetStockPricesGet daily OHLCV (Open, High, Low, Close, Volume) price history for a stock.
Inferred read-onlyGetLatestPricesGet the most recent closing price (USD), daily change, and volume for one or more stocks.
Inferred read-onlyGetEconomicCalendarGet the economic release calendar — scheduled (upcoming) and recent publication dates of US macro data releases, with the FRED series each release updates and an importance tier per release (High = the tier-1 scheduled market movers: CPI, PPI, Employment Situation, GDP, PCE, retail sales; Medium = other genuine scheduled prints; Low = daily rate/market levels like SOFR or VIX).
Inferred read-onlyGetFinancialStatementGet 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).
Inferred read-onlyReportProblemReport an Equibles tool that failed or returned data that cannot be right, so the team can fix it.
Inferred read-onlyGetSuperInvestorsGet 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 date.
Inferred read-onlyGetLiveQuoteGet the CURRENT intraday price for one or more stocks — the live market reading, not a daily bar.
Inferred read-onlyGetExecutiveChangesGet 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.
Inferred read-onlySearchInsidersSearch for corporate insiders (directors, officers, 10% owners) by name.
Inferred read-onlyGetOffExchangeVolumeGet weekly off-exchange (dark pool / OTC) trading volume for a stock from the FINRA OTC/ATS Transparency data.
Inferred read-onlyGetInsiderSentimentScoresGet the stocks with the highest composite insider sentiment score — a peer-relative 0-100 rank over a trailing 90-day window of how aggressively insiders are accumulating, built from three direction-aware factors (each a percentile across the scored universe): net distinct insiders buying (buyers minus sellers), net shares bought as a percent of shares outstanding, and net insider buy value in dollars.
Inferred read-onlyGetBuybackProgramsGet a company's share-repurchase (buyback) picture: tracked repurchase programs (announcement date, authorized total, remaining availability, expiry, source filings), the latest program-authorization figures, and the repurchase history — cash spent, shares repurchased, and average price per fiscal year and recent quarters.
Inferred read-onlyGetInstitutionPortfolioView the stock portfolio of a specific institutional investor (fund manager) from their SEC 13F-HR filing.
Inferred read-onlyGetTopBuyersSellersGet the institutions that moved the needle the most on a stock this quarter — biggest absolute share additions (Top Buyers) and biggest absolute share reductions (Top Sellers) versus the previous 13F report date.
Inferred read-onlyGetFailsToDeliverGet fails-to-deliver (FTD) data for a stock from the SEC's twice-monthly FTD files.
Inferred read-onlyGetTopGovernmentContractorsRank public companies by total federal contract dollars awarded over a date range (from USAspending.gov).
Inferred read-onlyGetIpoDetailsGet one IPO registration's full picture by the filer's SEC CIK (as listed by GetIpoFeed): lifecycle status, proposed ticker and exchange, the offer price range and shares offered with their verbatim prospectus quotes, what the company does, how it will use the proceeds, the underwriting banks in cover order, the key summary risk factors (each with its verbatim prospectus sentence), the annual pre-IPO financials from the filer's own XBRL-tagged statements, and the complete S-1/amendment/prospectus filing chain with EDGAR links.
Inferred read-onlyGetGuidanceGet a company's earnings guidance (forward-looking outlook) as extracted from its Item-2.02 8-K earnings releases and earnings-call transcripts (some issuers, e.g.
Inferred read-onlyGetInsiderOwnershipGet a summary of insider ownership for a stock, ranked by shares held.
Inferred read-onlyGetNonGaapBridgeGet a company's non-GAAP-to-GAAP reconciliations ('bridges') as extracted from its earnings releases and 10-K/10-Q periodic reports: for each stated non-GAAP measure (Adjusted EBITDA, adjusted EPS, adjusted operating income, FFO/AFFO, ...), the GAAP starting line, each stated adjustment in order, and the non-GAAP result, with the period, unit and the verbatim source quote.
Inferred read-onlyCompareFinancialFactCompare one financial concept across several companies for the same fiscal period — peer comparison.
Inferred read-onlyGetConsensusHoldingsGet the consensus / combined portfolio of 2-25 institutions for their latest common report date.
Inferred read-onlyGetOptionContractGet the full snapshot for ONE option contract by its OCC symbol (e.g.
Inferred read-onlyGetCallInsightsGet 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.
Inferred read-onlyGetMemberNetWorthGet a congress member's net worth history from their annual financial disclosures.
Inferred read-onlyGetProposedSalesGet recent proposed insider sales for a stock from SEC Form 144 notices.
Inferred read-onlyGetFundHoldingsGet the portfolio holdings of a registered investment company (mutual fund or ETF) from its most recent SEC Form NPORT-P monthly report.
Inferred read-onlyGetInsiderTransactionsGet recent insider trading transactions for a stock from SEC Form 3/4/5 filings, newest first.
Inferred read-onlyGetCompanyKpisGet a company's own key performance indicators (KPIs) as extracted from its Item-2.02 8-K earnings releases, earnings-call transcripts, and 10-K/10-Q MD&A sections: the operational metrics and non-GAAP figures XBRL does not carry (subscribers, memberships, stores, units delivered, backlog, ARR, DAU/MAU, adjusted EBITDA, free cash flow, same-store sales %).
Inferred read-onlySearchInvestmentAdvisersSearch SEC-registered investment advisers (Form ADV) by firm name.
Inferred read-onlySearchDocumentKeywordPerform a case-insensitive keyword search within a specific SEC filing or earnings call transcript by document ID.
Inferred read-onlyGetOptionChainGet the option chain (calls and puts) for a stock for ONE expiration: strike, greeks (delta/gamma/theta/vega), implied volatility, open interest, and the latest daily price.
Inferred read-onlyGetCustomerConcentrationGet a company's customer-concentration risk disclosure — statements like "one customer accounted for 31% of revenue": each disclosed figure's basis (revenue or receivables), customer count, percentage, period, and verbatim filing quote, with the source filing.
Inferred read-onlyGetAtmProgramsGet a company's at-the-market (ATM) equity offering programs — the dilution mirror-image of the buyback picture GetBuybackPrograms returns: establishment date, total capacity the company may sell "up to", cumulative amount sold, remaining availability with per-figure as-of dates, expiry, a derived exhausted/expired status, and source filings.
Inferred read-onlyGetEarningsCallSpeakersGet 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.
Inferred read-onlyGetInstitutionSummaryGet the portfolio summary header for an institutional 13F filer — 13F reported value (long U.S.
Inferred read-onlyGetGoingConcernStatusGet a company's going-concern doubt status: whether its latest examined SEC filing states substantial doubt about the company's ability to continue as a going concern, with the verbatim disclosure, the filing it came from, and the history of examined filings showing when doubt appeared, was alleviated, or cleared.
Inferred read-onlyGetInvestorRelationsEventsGet upcoming investor-relations events for a stock — earnings webcasts, conference appearances, presentations, and shareholder meetings — scraped from the company's IR website.
Inferred read-onlyGetLargestShortVolumeGet the stocks with the largest daily short sale volume for a single trading day (defaults to the latest available), from FINRA's daily short sale volume files, sorted by short volume descending.
Inferred read-onlyGetInstitutionSectorAllocationGet an institution's 13F portfolio allocation for a given report quarter (defaults to the latest), grouped by fine-grained industry (default) or rolled up by sector via `groupBy`.
Inferred read-onlyGetFdaCatalystsGet scheduled FDA advisory-committee (AdComm) meetings, sourced from the FDA.gov advisory-committee calendar, each with a link to its FDA meeting page.
Inferred read-onlyGetFundOperationsGet operational data for a registered investment company from its SEC Form N-CEN annual reports.
Inferred read-onlyGetShortSqueezeScoresGet the stocks with the highest composite short-squeeze score — a peer-relative 0-100 rank built as the weighted mean of six factor percentiles across every stock reporting short interest at the latest FINRA settlement date (short interest % of shares 30%, days to cover 20%, price vs trailing VWAP — how far shorts are underwater — 15%, short-volume trend 15%, change in short interest 10%, fails-to-deliver pressure 10%), plus catalyst boosts (+10 for a statistically extreme weekly price spike, +10 for abnormal dollar volume on a positive move, +10 when a scheduled earnings event is within a few weekdays — squeezes cluster around earnings — capped at +20, clamped to 100).
Inferred read-onlyGetShortVolumeGet daily short sale volume history for a stock from FINRA's short sale volume files.
Inferred read-onlyGetMarketWide13FActivityGet the market-wide 13F leaderboards for a given quarter — which stocks were most bought, most sold, most initiated, or most exited across all 13F filers vs the prior quarter.
Inferred read-onlyGetExecutiveCompensationGet a company's named-executive compensation as disclosed in its DEF 14A proxy statements' Summary Compensation Table — salary, bonus, stock and option awards, non-equity incentive, other compensation, and the company-reported total per executive per fiscal year, newest year first.
Inferred read-onlyGetInvestmentAdviserGet the full Form ADV profile for a single SEC-registered investment adviser by its Organization CRD number: legal and business names, SEC file number, main office, website, regulatory assets under management (discretionary, non-discretionary and total), employee count, and how the firm is compensated (fee structure).
Inferred read-onlyReadDocumentLinesRead a specific range of lines from an SEC filing or earnings call transcript by document ID.
Inferred read-onlyGetEarningsBriefGet the AI 'Earnings Brief' for a company's recent earnings calls — a verifier-approved read of each quarter's call: a TL;DR, the bullish and bearish points, and verbatim pull-quotes from the call with their speaker and role.
Inferred read-onlyGetOptionExpirationsList the available option expiration dates for a stock, with the contract count at each.
Inferred read-onlySearchEconomicIndicatorsSearch the curated set of ~40 US macro FRED series Equibles tracks (rates, inflation, employment, GDP, housing, market indicators) — not the full FRED catalog.
Inferred read-onlyGetOwnershipHistoryGet the historical trend of institutional ownership for a stock across multiple quarters.
Inferred read-onlyGetLatestCftcDataGet the latest COT positioning snapshot across all tracked futures contracts, grouped by category (Agriculture, Energy, Metals, Equity Indices, Interest Rates, Currencies).
Inferred read-onlyGetMostHeldStocksGet the cross-sectional ranking of stocks by institutional 13F breadth for a given quarter.
Inferred read-onlyGetMemberTradesGet a congress member's disclosed stock trades (newest first, last year by default).
Inferred read-onlySearchDocumentsSearch the Equibles SEC filing database across all companies and document types using hybrid keyword and semantic search.
Inferred read-onlyCONNECT WITH APPROVAL
Client installation
Review this server and its permissions before adding it. Secret placeholders must be set locally.
Codex
~/.codex/config.toml
[mcp_servers.equibles-mcp-server]
url = "https://mcp.equibles.com/mcp"
enabled = true
Claude Code
.mcp.json
{
"mcpServers": {
"equibles-mcp-server": {
"type": "http",
"url": "https://mcp.equibles.com/mcp"
}
}
}
Claude Desktop
Settings → Connectors → Add custom connector
Name: equibles-mcp-server
Remote MCP URL: https://mcp.equibles.com/mcp
Add this remote URL as a custom connector in Claude Desktop. Availability depends on the user plan and workspace policy.
Cursor
.cursor/mcp.json
{
"mcpServers": {
"equibles-mcp-server": {
"url": "https://mcp.equibles.com/mcp"
}
}
}
Visual Studio Code
.vscode/mcp.json
Add to Visual Studio Code{
"servers": {
"equibles-mcp-server": {
"type": "http",
"url": "https://mcp.equibles.com/mcp"
}
}
}
Generic MCP
Client-specific MCP configuration
{
"name": "equibles-mcp-server",
"transport": "streamable-http",
"url": "https://mcp.equibles.com/mcp"
}
MCP Inspector
Run the official MCP Inspector locally and enter the indexed Streamable HTTP endpoint.
TRUST AND VERIFICATION EVIDENCE
Trust Data Available
BuiltWith Trust API v2 evidence for equibles.com was fetched 2026-09-03T09:22:59.675Z.
equibles.com is assessed as Trusted: Domain has an established technology history spanning over a year.
Evidence is source-attributed and does not guarantee that a third-party server is safe. Risk labels are conservative metadata heuristics.