Analytics

oxfordledge.com

Provides access to SEC filings, financial metrics, and fund data for equity and bond analysis.

1 endpoint59 known toolsFirst detected July 25, 2026Last detected September 5, 2026

ENDPOINT 1

https://www.oxfordledge.com/mcp

No auth detected

MCP server metadata

Name: oxford-ledge
Version: 1.0.0

Capabilities

tools

Server instructions

Oxford Ledge MCP provides public U.S. financial data -- SEC EDGAR filings and XBRL fundamentals, institutional and insider ownership, BDC private-credit holdings, and FRED/Treasury macro series. All figures are as-filed or as-published and may be lagged, revised, or incomplete; SEC ownership filings are periodic and can be up to 45 days behind. This data is informational only and is not investment, financial, legal, or tax advice. Terms: https://www.oxfordledge.com/terms

Known tools 59

get_13f_holdings

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

Inferred read-only

get_activist_stakes

Schedule 13D/13G >5% beneficial-owner filings for a ticker -- event-driven stake-building, unlike quarterly 13F.

Inferred read-only

get_anomaly_flags

Run 15 red-flag screens on a ticker (short interest >12%, Altman Z distress, net leverage >4x, negative FCF, negative EV/EBITDA, P/E >50, dividend yield >6%, P/E vs sector median, insider net selling, revenue decline, payout >90%, goodwill >50% of assets, SBC >10% of revenue, declining ROIC, receivables outgrowing revenue).

Inferred read-only

get_bdc_list

Roster of the ACTIVE BDCs tracked by Oxford Ledge, sorted by portfolio size -- this is our coverage, not the whole BDC universe.

Inferred read-only

get_bond_data

Single-bond trade detail by CUSIP.

Potential side effects

get_business_summary

First-party 10-K Item-1 business summary for a ticker: a curated, verifier-gated one-shot overview of what the company does, preferred over a generic vendor blurb.

Inferred read-only

get_capital_allocation

Where a company sent its cash, up to 10 fiscal years.

Inferred read-only

get_corporate_events

Material 8-K-derived corporate events for a ticker (M&A, executive changes, restructurings, dividends).

Inferred read-only

get_debt_maturities

Forward debt maturity ladder parsed from the latest 10-K/20-F footnote.

Inferred read-only

get_economic_calendar

Upcoming US macro DATA-RELEASE DATES (a schedule, not estimates).

Inferred read-only

get_fails_to_deliver

SEC fails-to-deliver history for one ticker -- the settlement-failure side of short pressure.

Inferred read-only

get_fred_data

CURRENTLY NON-FUNCTIONAL.

Inferred read-only

get_fundamentals

Full XBRL financial history for one ticker.

Inferred read-only

get_insider_activity

Recent Form 4 insider transactions for one ticker.

Inferred read-only

get_institutional_consensus

Which tickers the tracked 13F filers most widely hold in common.

Inferred read-only

get_institutional_holders

Which institutions hold one ticker, and which way they moved.

Inferred read-only

get_news

Read the Oxford Ledge news archive by ticker and/or keyword, newest first.

Inferred read-only

get_portfolio_positions

Stored positions of one saved portfolio.

Inferred read-only

get_sector_breakdown

How Oxford Ledge's covered universe splits across sectors and industries (the whole catalog, NOT a portfolio).

Inferred read-only

get_value_investing_fact

Curated value-investing quote, principle or historical fact.

Inferred read-only

get_yield_curve

US Treasury yield curve, plus (by default) the wider macro dashboard.

Inferred read-only

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.

Inferred read-only

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.

Inferred read-only

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).

Inferred read-only

ol_bdc_borrower_news_today

MOAT / daily pulse: recent VERIFIED news for the private-credit borrowers held across MULTIPLE BDCs -- credit-desk situational awareness no generic MCP can assemble.

Inferred read-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?').

Inferred read-only

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 -- the earliest public read on a private-credit book going bad.

Inferred read-only

ol_bdc_fee_load

BDC fee load + NII-based dividend coverage: base + incentive fees (the dominant expense line for an externally-managed BDC) and honest NII/dividend coverage.

Inferred read-only

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.

Inferred read-only

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.

Inferred read-only

ol_bdc_top_borrowers

MOAT / BDC discovery: the private-credit borrowers syndicated across the MOST BDCs, ranked by lender count then exposure -- the entrypoint for the BDC/private-credit category no generic MCP touches.

Inferred read-only

ol_bond_directory_screen

Screen the corporate-bond browse directory by issuer / CUSIP, grade (IG or HY), and optional coupon and maturity bands.

Inferred read-only

ol_borrower_profile

Profile + verified M&A/ownership history for one private-credit borrower.

Inferred read-only

ol_cftc_cot

CFTC Commitments-of-Traders positioning.

Inferred read-only

ol_earnings_calendar

Upcoming EARNINGS DATES for one issuer, provenance-labelled.

Inferred read-only

ol_etf_lookthrough

ETF look-through: expand a list of ETF tickers into their underlying common-stock holdings so an agent can see the real single-name exposures behind a fund position.

Inferred read-only

ol_fdic_bank

FDIC-insured banks and thrifts.

Inferred read-only

ol_federal_contracts

Federal-contract obligation history for a ticker, OR the fiscal-year leaderboard -- for government-revenue-dependence diligence.

Inferred read-only

ol_filing_search

MOAT (PAID -- AI): semantic retrieval over EMBEDDED SEC filings for a ticker.

Inferred read-only

ol_form_d_raises

Recent SEC Form D private-placement filings -- newest first, optionally scoped to an industry group and/or a trailing filing-date window.

Inferred read-only

ol_fundamentals_screen

Threshold screen over a caller-supplied ticker set, on latest-year SEC EDGAR XBRL fundamentals.

Inferred read-only

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.

Inferred read-only

ol_insider_cluster_scan

FLAGSHIP MOAT: scan a watchlist for ACTIVE multi-insider cluster-buy/sell signals (distinct-actor Form-4 clusters with statistical strength) -- the single most defensible Oxford Ledge signal, which a generic finance MCP cannot reproduce.

Inferred read-only

ol_insider_recent_buys

Recent OPEN-MARKET insider PURCHASES across the whole market -- a daily insider screen.

Inferred read-only

ol_institutional_confluence

Quarter-aligned institutional-confluence read for one ticker: 13F institutional accumulation x insider Form-4 net buying x buy-cluster confirmation, fused on the ticker's reference 13F quarter.

Inferred read-only

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.

Inferred read-only

ol_issuer_kpi_panel

Tier-3 KPI PANEL for ONE issuer -- deep, 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 (accession, exhibit, source URL, extraction confidence, non-GAAP flag).

Inferred read-only

ol_maturity_wall

The corporate DEBT MATURITY WALL: scheduled bond/loan maturities aggregated by year -- total_by_year, by_rating (IG vs HY), top_issuers_by_year, peak_year, wall concentration.

Inferred read-only

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 and their siblings, extracted from SEC filings across 27 covered industries (banks, insurers, airlines, hotels, casinos, hospitals, managed care, REITs, refiners, shipping, telecom, ...).

Inferred read-only

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.

Inferred read-only

ol_patents

Recent USPTO patent filings for a ticker (innovation-intensity diligence).

Inferred read-only

ol_peer_fundamentals

Side-by-side latest-fiscal-year fundamentals for a peer set.

Inferred read-only

ol_short_interest_trend

FINRA short-interest trend for one ticker: the biweekly settlement-date short-percent series, OLDEST-FIRST so it reads left-to-right.

Inferred read-only

ol_treasury_debt

US Treasury debt composition from the Monthly Statement of the Public Debt.

Inferred read-only

reading_list_annotate

WRITE (opt-in): save or update YOUR private note on an Oxford Ledge reading-list entry.

Potential side effects

search_bdc_borrower

Which BDCs lend to one private-credit borrower, matched fuzzily on name.

Inferred read-only

search_bonds

Bond search by issuer name, grouped by issuer.

Inferred read-only

search_company

Resolve a company name or ticker to its SEC identity.

Inferred read-only

search_news_archive

CURRENTLY NON-FUNCTIONAL.

Inferred read-only

CONNECT 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.oxford-ledge]
url = "https://www.oxfordledge.com/mcp"
enabled = true

Claude Code

.mcp.json

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

Claude Desktop

Settings → Connectors → Add custom connector

Name: oxford-ledge
Remote MCP URL: https://www.oxfordledge.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": {
    "oxford-ledge": {
      "url": "https://www.oxfordledge.com/mcp"
    }
  }
}

Visual Studio Code

.vscode/mcp.json

Add to Visual Studio Code

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

Generic MCP

Client-specific MCP configuration

{
  "name": "oxford-ledge",
  "transport": "streamable-http",
  "url": "https://www.oxfordledge.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 oxfordledge.com was fetched 2026-08-03T22:28:45.341Z and is being refreshed.

Trust status Neutral

oxfordledge.com is assessed as Neutral: No suspicious signals found, but no strong positive signal either

Indexed

Evidence is source-attributed and does not guarantee that a third-party server is safe. Risk labels are conservative metadata heuristics.