Connect equibles and your agent gets 111 tools, among them AddPortfolioLot, ClosePortfolioLot, CompareFinancialFact. It answers at https://mcp.equibles.com/mcp over streamable HTTP, and it listed its tools to an anonymous client, so no sign-in was needed for that. Our probes reached it 10 of 10 times since 5 September 2026; the last check, on 18 October 2026, succeeded.
90+ free tools, Claude & ChatGPT: prices, options, SEC filings, 13F, insider, congress, transcripts.
Description as the publisher wrote it.
| Tool | What it does |
|---|---|
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. For an option, pass both its underlying ticker and verified OCC symbol; unknown or exp Inputs: portfolio, ticker, quantity, costPerUnit, acquiredDate, optionContract |
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 fro Inputs: portfolio, lotId, closePrice, closeDate, quantity |
CompareFinancialFact | Compare one financial concept across several companies for the same fiscal period — peer comparison. Returns one row per ticker with the latest-restated value; tickers with no data for the period are listed separately. Fiscal year/period fo Inputs: tickers, concept, fiscalYear, fiscalPeriod |
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. Resolve filer names with SearchInstitutions. For mutual-fund or ETF Inputs: institutionName1, institutionName2, reportDate, maxResults |
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 alr Inputs: name |
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 an Inputs: name |
GetAtmPrograms | Get a company's at-the-market (ATM) equity offering programs — original agreement date and stated precision, latest amendment, money and/or share capacity, cumulative sales, remaining availability with per-figure as-of dates, expiry, derive Inputs: ticker |
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 sizi Inputs: ticker, startDate, endDate, period, maxResults |
GetBollingerBands | Bollinger Bands for a stock. A middle band (simple moving average of close) with upper and lower bands set a number of standard deviations above and below it. Bands widen when volatility rises and contract when it falls; price touching the Inputs: ticker, startDate, endDate, period, stdDev, maxResults |
GetBuybackPrograms | Get 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 — ca Inputs: ticker |
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, pu Inputs: marketCode, startDate, endDate, maxResults |
GetCompanyKpis | Get company-stated operational and non-GAAP KPIs extracted from written 8-K earnings releases and 10-K/10-Q MD&A, with period, filing date, source quote and exactly comparable year-over-year change. Omit metric for each series' latest readi Inputs: ticker, metric |
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 va Inputs: ticker, transactionType, startDate, endDate, maxResults |
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 Inputs: ticker, scope, days, direction, maxResults |
GetCustomerConcentration | Get 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, and period, with the source filing. Un Inputs: ticker, maxFilings |
GetDividendHistory | Get a company's stored declared cash dividends newest first. Each row gives the ex-dividend date, cash amount per share in USD, and source. Date filters apply to the ex-dividend date. Future ex-dates can appear after a dividend is declared. Inputs: ticker, startDate, endDate, maxResults, offset |
GetEarningsBrief | Get the AI 'Earnings Brief' for a company's recent earnings calls — a verifier-approved TL;DR, bullish and bearish points, and verbatim pull-quotes, plus a deterministic narrative shift against the immediately older available approved brief Inputs: ticker, limit, fiscalYear, fiscalQuarter |
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 GetInvest Inputs: ticker, fiscalYear, fiscalQuarter |
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- Inputs: ticker, limit, fiscalYear, fiscalQuarter |
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 Inputs: ticker, fiscalYear, fiscalQuarter, limit, offset |
GetEconomicCalendar | Get 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, P Inputs: startDate, endDate, minImportance, maxResults |
GetEconomicIndicator | Get time series data for a FRED economic indicator. Returns historical observations for indicators like FEDFUNDS (fed funds rate), CPIAUCSL (CPI inflation), UNRATE (unemployment), GDP, T10Y2Y (yield spread), VIXCLS (VIX), SP500, MORTGAGE30U Inputs: seriesId, startDate, endDate, maxResults |
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 ro Inputs: ticker, maxResults, action, startDate, endDate |
GetExecutiveCompensation | Get 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 exe Inputs: ticker, maxYears |
GetFailsToDeliver | Get fails-to-deliver (FTD) data for a stock from the SEC's twice-monthly FTD files. Quantity is the aggregate net fail-to-deliver position OUTSTANDING on each settlement date — a balance, not that day's new fails, so never sum Quantity acro Inputs: ticker, startDate, endDate, maxResults |
GetFdaAdvisoryCommitteeMeetings | Get scheduled FDA advisory-committee (AdComm) meetings, sourced from the FDA.gov advisory-committee calendar, each with a link to its FDA meeting page. Defaults to meetings in the next 90 days; pass a date range to look further ahead. This Inputs: startDate, endDate, maxResults |
GetFinancialFact | Get a single financial concept (e.g. revenue, net income, diluted EPS, total assets, operating cash flow) over time for a company, sourced from SEC Company Facts (structured XBRL). Returns a time series, one row per fiscal period, using the Inputs: ticker, concept, form, fromDate, toDate, maxResults |
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). Returns the standard line items (e.g. revenue, net income, total assets, operating Inputs: ticker, statement, year, period |
GetForm144ProposedSales | Get recent proposed insider sales for a stock from SEC Form 144 notices. Each Form 144 is an affiliate's declaration of intent to sell restricted or control securities, showing the seller, their relationship to the company, the number of sh Inputs: ticker, maxResults, fromDate, toDate |
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 "Indef Inputs: ticker, maxResults, fromDate, toDate |
GetFundNcenReports | Get operational data for a registered investment company from its SEC Form N-CEN annual reports. Accepts an exchange-listed ticker or an exact fund identifier from SearchFunds, including a profile id, SEC series id, stored series ticker, or Inputs: fund, maxResults |
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 st Inputs: fund, maxResults |
GetFundsHoldingStock | Get the registered investment companies (mutual funds and ETFs) holding a given stock, from SEC Form NPORT-P portfolio reports. The stock's CUSIP is matched against the holding rows on each fund series' most recent report (series that stopp Inputs: ticker, maxResults, registrantOrSeries |
GetGoingConcernStatus | Get 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 o Inputs: ticker |
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 Inputs: ticker, startDate, endDate, maxResults, sortBy, agency |
GetGuidance | Get company guidance from written Item 2.02 earnings releases and earnings-call transcripts, newest release first, with range, unit, GAAP basis, fiscal period and source provenance. Closed target periods are marked ended. Revenue and dilute Inputs: ticker |
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 rath Inputs: index, maxResults |
GetIndexComposition | Get the current constituent list of a major US stock index: S&P 500, S&P MidCap 400, S&P SmallCap 600, Nasdaq-100, Russell 1000, Russell 2000, or the Dow Jones Industrial Average. Each row carries the company's rank by weight, its ticker, a Inputs: index, maxResults, offset |
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 a Inputs: index, maxResults |
GetInsiderOwnership | Get a summary of insider ownership for a stock, ranked by total shares held. Shares come from each insider's most recent SEC Form 3/4/5 filing: the filing's closing balance per security and ownership bucket (actual shares only — options and Inputs: ticker, maxResults, offset |
GetInsiderSentimentScores, GetInsiderTransactions, GetInstitutionCloneBacktest, GetInstitutionConsensusHoldings, GetInstitutionPortfolio, GetInstitutionQuarterlyActivity, GetInstitutionSectorAllocation, GetInstitutionSummary, GetInstitutionalOwnershipHistory, GetInvestmentAdviser, GetInvestorEventSlideMetadata, GetInvestorEventTranscript, GetInvestorRelationsNews, GetIpoDetails, GetIpoFeed, GetLargestShortVolume, GetLatestCftcPositioning, GetLatestClosingPrices, GetLatestEconomicIndicators, GetLiveQuote, GetMarketHolidayCalendar, GetMarketStatus, GetMarketWide13FActivity, GetMarketWideCongressionalActivity, GetMemberNetWorth, GetMemberTrades, GetMostHeldStocks, GetMyPortfolio, GetNonGaapBridge, GetOffExchangeVolume, GetOnBalanceVolume, GetOptionChain, GetOptionContract, GetOptionExpirations, GetPutCallRatios, GetRevenueBreakdown, GetShortInterest, GetShortInterestSnapshot, GetShortSqueezeScores, GetShortVolume, GetStochasticOscillator, GetStockPrices, GetSuperInvestors, GetTopGovernmentContractors, GetTopHolders, GetTopInstitutionalBuyersSellers, GetUpcomingInvestorEvents, GetValuationMultiples, GetValuationMultiplesHistory, GetVixHistory, GetWebDataFeed, ListFilings, ListInvestorEvents, ListWebDataFeeds, ReadDocumentLines, RemovePortfolioLot, ReportProblem, ScreenStocks, SearchCftcMarkets, SearchCongressMembers, SearchDocument, SearchDocuments, SearchEconomicIndicators, SearchFunds, SearchInsiders, SearchInstitutions, SearchInvestmentAdvisers, SuggestToolImprovement, UnwatchInstrument, UpdatePortfolioLot, WatchInstrument
Every block below points at https://mcp.equibles.com/mcp. Pick your client and copy.
claude mcp add --transport http equibles https://mcp.equibles.com/mcp
{
"mcpServers": {
"equibles": {
"command": "npx",
"args": ["-y", "mcp-remote", "https://mcp.equibles.com/mcp"]
}
}
}{
"mcpServers": {
"equibles": {
"url": "https://mcp.equibles.com/mcp"
}
}
}{
"servers": {
"equibles": {
"type": "http",
"url": "https://mcp.equibles.com/mcp"
}
}
}{
"context_servers": {
"equibles": {
"url": "https://mcp.equibles.com/mcp"
}
}
}{
"mcpServers": {
"equibles": {
"serverUrl": "https://mcp.equibles.com/mcp"
}
}
}{
"mcpServers": {
"equibles": {
"url": "https://mcp.equibles.com/mcp"
}
}
}name: equibles
version: 0.0.1
schema: v1
mcpServers:
- name: equibles
type: streamable-http
url: https://mcp.equibles.com/mcp{
"mcpServers": {
"equibles": {
"httpUrl": "https://mcp.equibles.com/mcp"
}
}
}{
"mcpServers": {
"equibles": {
"type": "http",
"url": "https://mcp.equibles.com/mcp"
}
}
}{
"mcpServers": {
"equibles": {
"url": "https://mcp.equibles.com/mcp"
}
}
}goose://extension?url=https%3A%2F%2Fmcp.equibles.com%2Fmcp&type=streamable_http&id=equibles&name=equibles
It answered our last check on 18 October 2026 in 267 ms. Over 10 checks since 5 September 2026 it answered 10. Status here comes from Neuronto's own probes, not from the publisher.
111, as returned by the server's own tools/list on 31 August 2026: AddPortfolioLot, ClosePortfolioLot, CompareFinancialFact, CompareInstitutionPortfolios, CreateMyPortfolio, DeleteMyPortfolio, GetAtmPrograms, GetAverageTrueRange, and 103 more.
It answered our last check on 18 October 2026 in 267 ms. Over 10 checks since 5 September 2026 it answered 10.
Put the server under mcpServers in ~/.cursor/mcp.json with the URL https://mcp.equibles.com/mcp. The exact JSON is above, with the same setup for Claude Code, Claude Desktop, VS Code, Windsurf, Zed, Gemini CLI and the rest.
It listed its tools to an anonymous client, so reading the tool list needs no key. Individual tools can still ask for credentials in their own inputs.
Publisher: io.github.daniel3303. Endpoint host: mcp.equibles.com. ARD identifier: urn:air:io.github.daniel3303:mcp:equibles.
First indexed 31 August 2026. The tools are exactly what the server returned; nothing on this page
is inferred from its name. Ranking in Neuronto search is never for sale.