Servidor MCP de Oxford Ledge

• Nome no registrocom.oxfordledge/oxford-ledgeverificado no registro MCP

O nome no registro fica sob oxfordledge.com. O registro só libera esse espaço de nomes para quem prova controle do domínio por DNS ou HTTP.

• Estadorespondeverificado em 2026-10-16
• Ferramentas62
• O servidor se chamaoxford-ledge
• Versão do servidor3.8.3
• Versão do protocolo2025-06-18

Em 2026-10-16 o servidor respondeu a initialize e tools/list sem login. Primeira resposta em 159 ms.

• 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…

• 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…

• 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…

• 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…

• 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…

• 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…

• 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…

• 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…

• 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…

• 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…

• 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)…

• 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…

• 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…

• 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…

• 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…

• 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…

• 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…

• 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…

• 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…

• 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…

• 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…

• 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

  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…

• 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…

• 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…

• 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…

• 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}])…

• 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…

• 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…

• 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}…

• 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}…

• 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…

• 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…

• ol_borrower_profile

  Profile + verified M&A/ownership history for one private-credit borrower. Pass `borrower_norm` (a key from ol_bdc_top_borrowers, or a name). Returns {summary, borrower_norm, borrower, profile, acquisitions, count, public_footprint}: the…

• 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…

• 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…

• 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…

• 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…

• 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`…

• 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…

• ol_form_d_raises

  Recent SEC Form D private-placement filings from the SEC's QUARTERLY Form D data set -- newest first, optionally scoped to an industry group and/or a trailing filing-date window. Returns {summary, count, days, industry, offerings}…

• ol_fundamentals_screen

  Threshold screen over a caller-supplied ticker set (the FIRST 10 unique tickers, silently) on latest-year SEC EDGAR XBRL fundamentals. Optional criteria: min_revenue, min_free_cash_flow, min_ebit_margin_pct, min_gross_margin_pct…

• 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…

• ol_insider_cluster_scan

  FLAGSHIP MOAT: scan for ACTIVE multi-insider cluster-buy/sell signals (distinct-actor Form 4 clusters with statistical strength). THREE GRAINS: pass `tickers` for a watchlist, a single `ticker` for that name's recent fired clusters, or…

• ol_insider_recent_buys

  Recent OPEN-MARKET insider PURCHASES (SEC code 'P') across the Oxford Ledge issuer catalog (~5.3k tickers) -- a daily insider screen. Returns {summary, since_days, count, buys}, NEWEST FIRST; each buy carries ticker, filing and…

• ol_institutional_confluence

  Quarter-aligned institutional-confluence read for one ticker: 13F accumulation x insider Form 4 net buying x buy-cluster confirmation, fused on the ticker's reference 13F quarter. Returns a `verdict` (confluence_accumulation /…

• 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. Returns {summary, ticker, available, dcf_per_share, epv_per_share, graham_number, inputs…

• ol_issuer_kpi_panel

  Tier-3 KPI PANEL for ONE issuer -- 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…

• ol_maturity_wall

  The corporate DEBT MATURITY WALL: scheduled bond/loan maturities aggregated by year -- total_by_year, by_rating, top_issuers_by_year, peak_year, concentration. Amounts are USD MILLIONS (see `units`). `by_rating` splits IG vs HY by an…

• 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 ...) extracted from SEC filings across 26…

• 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. Returns {summary, ticker…

• ol_paper_portfolio

  YOUR paper (practice) portfolio on Oxford Ledge -- the same snapshot the web sandbox at /practice/ renders: {portfolio, positions, totals, position_theses, summary, has_portfolio}. include_history: true adds recent_trades (history_limit…

• ol_paper_trade

  WRITE (opt-in): place a market order in YOUR paper (practice) portfolio -- the same engine, quote, fills and rejections as the web sandbox; no real money, no real account. One of TWO mutating tools here (the other is…

• ol_patents

  Recent USPTO patent filings for a ticker (innovation-intensity diligence). Returns {summary, ticker, count, filings}, NEWEST FIRST; `limit` default 50, hard cap 200, so this is a recent slice, never a full portfolio, and `count` is the…

• ol_peer_fundamentals

  Side-by-side latest-fiscal-year fundamentals for a peer set (the FIRST 6 unique tickers; the rest are named in `dropped`). Returns {summary, count, peers, dropped, as_of}; a peer is {ticker, available, fiscal_year, revenue, net_income…

• ol_short_interest_trend

  FINRA short-interest trend for one ticker: the biweekly settlement-date short-percent series, OLDEST-FIRST. Returns {summary, ticker, count, as_of, trend}; each point is EXACTLY {date (settlement date), shortPct (a PERCENTAGE number)}…

• ol_treasury_debt

  US Treasury debt composition from the Monthly Statement of the Public Debt. Omit BOTH args for the newest month's full class breakdown; pass security_type AND security_class together for that one class's monthly history (passing only one…

• reading_list_annotate

  WRITE (opt-in): save or update YOUR private note on an Oxford Ledge reading-list entry. One of TWO mutating tools here (the other is ol_paper_trade). DEFAULTS TO A DRY RUN: with _dry_run omitted or true you get a proposal {dry_run: true…

• search_bdc_borrower

  Which BDCs lend to one private-credit borrower, matched fuzzily on name -- Oxford Ledge's parse of SEC EDGAR BDC schedules of investments (ol-derived), not filer-published data. Returns borrowerName, borrowerNorm (the key the ol_bdc_*…

• search_bonds

  RETIRED (2026-09-13). This was a bond search by issuer name over FINRA's public TRACE issuer-search host; FINRA auth-walled that path behind its Federated Identity Platform in 2026-07 and Oxford Ledge holds no licence to redistribute…

As primeiras 60 de 62, na ordem do servidor.