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Financial intelligence: insider trades, SEC filings, 13F holdings, and market signals.

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Status
Unhealthy
Uptime
0.0% over 47 days
OAuth
Works in Glama
Last Tested
Transport
Streamable HTTP
URL
Server Listing
Profitelligence MCP Server

TDQS

A3.6/5.0

Scored across 7 tools

Disambiguation4/5

Most tools have distinct purposes: assess focuses on position health, institutional on 13F data, investigate auto-detects entities, pulse gives market snapshot, screen scans opportunities, and search is semantic. However, assess and investigate could overlap when researching a stock, and screen and search might both be used for discovery, though their descriptions help differentiate.

Naming Consistency3/5

Tool names are all lowercase single words or hyphen-free, but they mix verb-based names (assess, investigate, screen, search) with noun-based names (institutional, pulse) and one compound noun (service_info). No consistent verb_noun or noun pattern is followed, though the naming remains readable and predictable enough.

Tool Count5/5

Seven tools is well-scoped for a financial intelligence server. Each tool covers a distinct major capability (health check, 13F intelligence, entity research, market snapshot, screening, search, and service info), and none feel redundant or superfluous.

Completeness4/5

The tool surface covers core workflows: analyzing a stock, researching entities, viewing institutional flows, scanning the market, and performing cross-entity search. Minor gaps exist such as no tool for historical price data or fundamentals, but for a focused financial intelligence service the coverage is largely complete.

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections.

  1. 7 tool updates
    • Changedassess3 fields changed
      • addedInput schema / additionalProperties
        Added value: +false
      • addedInput schema / properties / days / description
        Added value: +"Lookback period (default 30)"
      • addedInput schema / properties / symbol / description
        Added value: +"Stock symbol to assess"
    • Changedinstitutional5 fields changed
      • addedInput schema / additionalProperties
        Added value: +false
      • addedInput schema / properties / identifier / description
        Added value: +"Symbol or manager name/CIK (required for manager/security)"
      • addedInput schema / properties / limit / description
        Added value: +"Max results (default 25)"
      • addedInput schema / properties / query_type / description
        Added value: +"Type of query (\"manager\", \"security\", \"signal\")"
      • addedInput schema / properties / signal_type / description
        Added value: +"For signal queries - \"accumulation\", \"distribution\", \"conviction\", \"new\""
    • Changedinvestigate4 fields changed
      • addedInput schema / additionalProperties
        Added value: +false
      • addedInput schema / properties / days / description
        Added value: +"Lookback period (default 30)"
      • addedInput schema / properties / entity_type / description
        Added value: +"Optional override - \"company\", \"insider\", or \"sector\""
      • addedInput schema / properties / subject / description
        Added value: +"Symbol, CIK, or sector name"
    • Changedpulse1 field changed
      • addedInput schema / additionalProperties
        Added value: +false
    • Changedscreen6 fields changed
      • addedInput schema / additionalProperties
        Added value: +false
      • addedInput schema / properties / days / description
        Added value: +"Lookback period (default 7)"
      • addedInput schema / properties / focus / description
        Added value: +"\"all\", \"multi_signal\", \"insider\", or \"events\""
      • addedInput schema / properties / limit / description
        Added value: +"Max results (default 25)"
      • addedInput schema / properties / min_score / description
        Added value: +"Minimum score 0-100"
      • addedInput schema / properties / sector / description
        Added value: +"Filter by sector (e.g., \"Technology\")"
    • Changedsearch6 fields changed
      • addedInput schema / additionalProperties
        Added value: +false
      • addedInput schema / properties / entity_type / description
        Added value: +"Filter by type - \"filing\", \"company\", \"insider\", \"manager\""
      • addedInput schema / properties / impact / description
        Added value: +"Filter filings by impact - \"HIGH\", \"MEDIUM\", \"LOW\""
      • addedInput schema / properties / limit / description
        Added value: +"Max results (default 20, max 100)"
      • addedInput schema / properties / q / description
        Added value: +"Search query (min 2 chars). Natural language supported."
      • addedInput schema / properties / sector / description
        Added value: +"Filter by sector (e.g., \"Technology\")"
    • Changedservice_info2 fields changed
      • addedInput schema / additionalProperties
        Added value: +false
      • addedInput schema / properties / info_type / description
        Added value: +"What info to retrieve\n- \"overview\": Service description and capabilities\n- \"profile\": Your subscription tier, features, and account status\n- \"pricing\": Subscription tiers and pricing\n- \"capabilities\": Available tools and data sources\n- \"status\": Server configuration and health"
  2. 7 tool updates
    • First observedassess
    • First observedinstitutional
    • First observedinvestigate
    • First observedpulse
    • First observedscreen
    • First observedsearch
    • First observedservice_info

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