Equibles MCP server

• Addresshttps://mcp.equibles.com/mcpnot in the official registry: answered when asked

No entry in the official MCP registry names this server. It answered on equibles.com when the Atlas asked at the address servers are usually mounted on, so it is the vendor's own. Clients and catalogues that list servers from the registry do not show it.

• Stateanswerschecked 2026-10-27
• Tools136
• Server calls itselfEquibles.Mcp.Server
• Server version1.0.0.0
• Protocol version2025-06-18

On 2026-10-27 the server answered initialize and tools/list without a sign-in. First answer in 180 ms.

• Whether its tools do the product's job has not been judged yet.
• Checked on 1 of the 7 days it takes to judge reliability.

Said by rules from the measurements above. The likely first call is a model's pick from the tool list; read its description before relying on it.

• INITE MCP scoreafter a weeka score needs 7 daily checks: 1 so far
• Answeredmeasuring1 of the 7 daily checks it takes to print a share
• Median first answer539 ms
• Space in an agent's context≈ 45,491 tokensthe definitions of all its tools (136), which an agent carries on every turn
• Tool definitionsA · 100 of 100
• Typed results0 of 136 toolsdeclared outputSchema: results come typed, read once

• Every tool passes all six checks.

A program checks the server once a day: initialize and tools/list, no model. Tokens are the definitions' length at about four characters a token. The grade averages six checks of every tool's name, description, schema and annotations; it says how well the tools are described, not whether they work. The score weighs what was measured and nothing else: answering (25%), doing the product's job (25%), definitions (20%), context (10%), use (10%) and how readily a client connects (10%). A part that was not measured is left out, and a hidden instruction caps the score at 40. The state of vendors' MCP servers: method and numbers →

• GetLatestClosingPrices

  Get each ticker's newest traded, settled daily close (USD for US listings; a MIC:TICKER listing on another exchange in its own trading currency, named in a note), with one-session change, volume, and trailing 52-week closing range. Rows…

• 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…

• 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…

• 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…

• 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…

• GetEuropeanDirectorTransactions

  Get the director and related-person (PDMR) transactions a regulator published for one listing outside the US, written MIC:TICKER (e.g. XSTO:VOLV-B). Coverage today is Sweden's Finansinspektionen register, matched by the issuer's LEI or…

• GetTranscriptPhraseTrend

  Count how often a word or phrase comes up on a company's last earnings calls, oldest first: mentions per call, the rate per 10,000 words, the split between prepared remarks and Q&A where the call states its hand-off to questions, and one…

• 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…

• ScreenStocks

  Screen listed stocks with optional min/max bounds for price, market cap, institutional ownership, 13F holder signals (conviction, crowding, private-fund adviser ownership, active holders' share change, holder tenure and price versus the…

• GetHolderTargets

  Shareholder targeting for a stock: the 13F filers of the newest closed quarter that hold its holder-overlap peers (operating companies whose active holders overlap most, funds excluded) but hold no class of the stock itself, ranked by the…

• 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…

• 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…

• 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…

• GetEuropeanShortPositions

  Get the net short positions disclosed to European regulators for one listing outside the US, written MIC:TICKER (e.g. XPAR:UBI, XAMS:ASML), matched by that security's ISIN, or the issuer's LEI for issuer-level sources: individual holder…

• 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…

• 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…

• 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…

• ListInvestorEvents

  List a company's investor events, newest first: earnings calls plus conferences, investor days and shareholder meetings. Each row gives the event id, type, UTC start, title, fiscal period (earnings calls only), status, and each material's…

• 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…

• 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…

• 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…

• 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…

• 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…

• 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 for a US listing, and in the listing's trading currency for a listing on another…

• 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…

• 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…

• 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…

• 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…

• 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 (or, for a listing on another exchange written…

• GetHolderMix

  Who holds a stock or ETF listing, by kind of 13F filer, quarter by quarter: each bucket's share of 13F common shares, its like-for-like change, and new and exited filers. Split by holder type (regulatory records, never names), measured…

• GetEarningsCallEvent

  Get the earnings-call event for a company's fiscal quarter: one record grouping the call's audio, transcript, slide deck and 8-K earnings release. Returns the event id, title, call date, status, each artefact's status (available, pending…

• 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…

• 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…

• 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…

• GetHolderTypeFlows

  Market-wide 13F money flows for a closed quarter by kind of filer: what each bucket bought and sold, net flow, net flow as % of its prior 13F book, and net buyers vs sellers. Buckets: holder type (regulatory records, never names)…

• 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…

• 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…

• 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…

• GetOwnershipSummary

  Get who owns a stock, as shares and % of shares outstanding: 13F institutions, insiders (Forms 3, 4, 5, single-class issuers only), 13D/13G blocks no 13F report already holds, and the remaining float, flagged rather than clipped when…

• 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…

• 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…

• 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…

• 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…

• 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…

• 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…

• GetShareholderVoteResults

  Get a company's shareholder meeting vote results from its SEC 8-K Item 5.07 filings, latest meeting first: for each matter (each director nominee on its own row) the For, Against, Abstain, Withheld and broker non-vote counts as printed…

• 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…

• GetLatestEconomicIndicators

  Get 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. Each row shows a series' latest…

• GetInstitutionQuarterlyActivity

  Get an institution's quarterly position-change activity — Initiated / Increased / Reduced / Exited stocks diffed against the immediately prior quarter. Common shares, put/call positions and principal amounts are separate rows labelled by…

• GetTopHolders

  Get the top institutional holders (fund managers) of an exact stock or ETF listing from SEC 13F-HR filings. Returns a ranked list by shares held, including published position value and percentage of total institutional 13F shares (not of…

• 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…

• 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…

• SearchCftcMarkets

  Search the tracked CFTC futures contracts by name, market code, common contract name, or standard futures symbol, or omit the query to list every tracked contract. Coverage is a curated set of ~35 major contracts across Agriculture…

• GetEarningsCallThemeHistory

  Track how a company's earnings-call themes move quarter over quarter: a theme by fiscal-quarter table of mention counts and tone across its last scored calls, oldest first, with each theme's status on the latest call (new, recurring…

• 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…

• GetSupplyChainOverlap

  Get which of a company's suppliers and customers also supply or buy from its competitors, as 10-K filings name them: each one with the listed competitors it also serves, or, with vs, the company against one competitor (both, only the…

• GetLatestCftcPositioning

  Get the latest COT positioning snapshot across all tracked futures contracts, grouped by category (Agriculture, Energy, Metals, Equity Indices, Interest Rates, Currencies). Shows commercial and non-commercial net positions in contract…

• GetInvestorRelationsNews

  Get recent investor-relations press releases for a stock, scraped from the company's IR website. Returns the most recent news items (headline, publish date, summary when the source provides one, and link) in reverse-chronological order…

• SearchDocument

  Search one SEC filing or earnings-call transcript by document ID. semantic mode uses hybrid relevance and returns excerpts in document order with approximate line numbers. exact mode performs a literal case-insensitive substring match and…

The first 60 of 136, as the server listed them.