equivault-mcp

Search for companies by name, ticker symbol, or keyword. Returns a list of matching companies with their IDs.

Get detailed information about a specific company by its ID.

Get financial statements (income statement, balance sheet, cash flow) for a company.

Get financial metrics and key performance indicators for a company over time.

Get real-time stock quotes for one or more ticker symbols.

Screen companies using financial filters. Returns companies matching your criteria.

Compare financial metrics across multiple companies side by side.

Get current billing status, tier, query usage, and limits for your EquiVault account.

Get the investment thesis for a company — including value drivers, headwinds, and tailwinds. Pass history=true to include prior narrative versions.

Get the management guidance tracker for a company — prior guidance commitments and actual outcomes (beat/miss/in-line).

Get revenue and operating-income breakdown by business segment for a company.

Get historical capital allocation: buybacks, dividends, debt repayment, M&A, and capex.

Get the evolution of risk factors disclosed in a company's filings (new, ongoing, resolved, elevated).

Get insider transactions (buys, sells, grants, exercises) with 10b5-1 flag. Requires Advisor tier.

Get the earnings quality assessment: accruals ratio, cash conversion, non-GAAP adjustments, and flags.

Get the debt maturity schedule: principal due per year, interest rates, and instrument types.

Get detected competitive signals affecting a company (market share shifts, new entrants, pricing pressure).

Get notable management statements with sentiment analysis and source attribution. Requires Advisor tier.

Get snapshots of accounting policies and changes from prior periods.

List all available investment strategy profiles (system + custom). Each profile defines screening criteria for a particular investing approach.

Get a comprehensive company snapshot — profile, financial statements, metrics, and investment narrative — in a single call. Sections the user's tier can't access are marked as unavailable rather than failing the whole call.

Get a full fundamental deep-dive for a company — everything from analyze_company PLUS all profile sections (guidance, segments, capital allocation, risk factors, insider transactions, earnings quality, debt maturities, competitive signals, management statements, accounting snapshots). Sections your tier can't access are marked unavailable.

Get a daily research summary: signal dashboard, trending signals, recent briefs for followed companies, and optionally portfolio analytics. Sections your tier can't access are marked unavailable.

Build a comprehensive research report for a company: full deep-dive (profile, financials, metrics, narrative, all 10 profile sections), recent signals, and related briefs — all in one call, ready for rendering as a report.

Get detected signals for a specific company (earnings surprises, guidance changes, insider activity, etc). Supports pagination.

Get a count-based summary of signals for a company — breakdowns by type and severity, plus unread count.

Get portfolio-wide signal dashboard: recent signals across all followed companies, unread counts, and per-company breakdown.

Get time-bucketed signal activity trends across your followed portfolio. Optional window: '7d', '30d', '90d', '1y'.

Get cross-company trending signals right now — what's moving in the market across all tracked companies.

Create a new alert rule that fires when a metric meets a condition. Optionally scoped to a specific company_id; if omitted, the alert applies to all followed companies. Requires Advisor tier.

Update an existing alert rule. Only the fields you provide are changed. Requires Advisor tier.

Delete an alert rule. This cannot be undone. Requires Advisor tier.

List investment briefs. Filter by company_id, or by followed=true to only get briefs for companies the user follows.

Get the full contents of a specific brief including its scorecard, strategy score, and rendered sections.

Get pre-computed analytics for a portfolio — total return, Sharpe ratio, sector allocation, top winners/losers.

List media items (earnings calls, podcasts, presentations, investor days, press releases). Filter by company_id, type, or processing status.

Get portfolio holdings for a prominent investor (guru). Optionally filter by change type: new positions, increased, decreased, or sold.

List all available markets (exchanges) that EquiVault supports — code, name, country, currency, MIC.