MCP-сервер ETFIQ

• Имя в реестреcom.etfiq/etfiqподтверждён в реестре MCP

Имя в реестре лежит в пространстве etfiq.com. Реестр пускает в такое пространство только того, кто доказал владение доменом через DNS или HTTP.

• Состояниеотвечаетпроверено 2026-10-18
• Инструменты17
• Сервер называет себяetfiq
• Версия сервера0.2.0
• Версия протокола2025-06-18

2026-10-18 сервер ответил на initialize и tools/list без входа. Первый ответ за 66 мс.

• Отвечалидёт замерпроверок пока 2, долю покажем после 7
• Медиана первого ответа428 мс
• Место в контексте агента≈ 5 141 токеновописания всех инструментов (20), агент держит их в контексте на каждом ходу
• Описания инструментовB · 88 из 100

• Параметры без описания: в 15 из 20

Программа проверяет сервер раз в день: initialize и tools/list, без модели. Токены - это длина описаний из расчёта примерно четыре символа на токен. Оценка - среднее шести проверок имени, описания, схемы и аннотаций каждого инструмента. Она говорит, насколько понятно описаны инструменты, а не о том, работают ли они. Состояние MCP-серверов вендоров: методика и цифры →

• etf_search

  Find US listed ETFs by ticker, fund name, or a word from the name. Use this FIRST when the user names a fund loosely, then etf_profile with the ticker it returns. Refuses rather than returning a near match: a refusal says why, and for a…

• etf_profile

  Everything ETFIQ publishes about one fund: issuer, category, and each figure with its source and as-of date, plus a one sentence verdict on how it did against what its own label promises.

• etf_holdings

  What a fund holds, by weight, and how old that is. ALWAYS read lag_days before presenting it: an issuer file read today and a filing from two months ago both come back here and are not the same answer.

• etf_theme

  Every US listed fund in a theme, largest first, with what each charges and how much of it is already in the S&P 500. USE THIS for any "what X ETFs are there" or "top X ETFs" question: it returns the whole published set rather than a sample.

• etf_themes

  Every theme ETFIQ publishes and how many funds each holds. Call when unsure what a theme is called, then etf_theme.

• etfiq_page

  Read ANY published ETFIQ page as text: a theme hub, a ranking, a comparison of two funds, an issuer, a methodology note, a dated study. Takes a path like /themes/cyber or a full etfiq.com URL. This reaches all 40,000 pages, including…

• etfiq_sections

  What ETFIQ publishes, section by section, with a page count for each. Start here when the question is not about one fund: it names every section and what is in it.

• etfiq_list

  The pages inside one section, optionally filtered to those whose address contains a word. Use after etfiq_sections to find a page, then etfiq_page to read it. The count returned is the whole matching set even when the list is capped.

• etf_screen

  Every fund matching some filters, largest first, each with its net assets and the source and date that figure came from. Use for "find me all X" questions rather than repeated searches. Fees are percentages, not basis points. Funds with…

• etf_overlap

  How much of their weight two funds hold in common, as ETFIQ published it on the comparison page for that pair. Use when asked whether two ETFs are the same thing, or whether owning both adds anything. Refuses rather than estimating when…

• etfiq_as_of

  What ETFIQ published on a given date, from its frozen dated archive. Use when a question is about a past date, or when a figure needs to stay true after it is quoted: every other tool here answers about today and today moves overnight…

• etf_holders

  Which US listed ETFs hold a given company, ranked by how much of each fund it is. USE THIS for any "which ETFs hold X", "which fund holds the most X", or "how do I get exposure to X" question, where X is a company rather than a fund, and…

• etf_rankings

  The ranked lists ETFIQ publishes, or one of them. Each ranks ONE published figure inside a stated set: the cheapest funds in a theme, the leveraged funds furthest from their stated multiple, the buffer funds closest to their cap. Call…

• list_benchmarks

  The ETFIQ benchmarks: published, rules-based yardsticks for model portfolios, each a written rule over broad, low-cost ETFs, grouped in families (strategic, tax-aware, factor, income, tactical, thematic) by stock share. Filter by family…

• get_benchmark

  One ETFIQ benchmark in full: its rule as the methodology states it, the funds and weights in force (with SEC series ids and each fund's expense ratio and its date), and every statistic ETFIQ computes for it by window (total return, return…

• compare_to_benchmark

  Sets an allocation ETF, or a portfolio build_portfolio builds, beside an ETFIQ benchmark. With ticker (such as AOR): how the fund did against the benchmark for its band (set by its look-through stock share), over the same dates, as ETFIQ…

• build_portfolio

  Builds a custom portfolio of US listed ETFs from construction choices about the PORTFOLIO, and shows the rule it applied. TWO FORMS. Weights (ETFIQ custom construction rule, version 2): pass weights, the user's own percent for each asset…