"NEC" matching MCP tools:

• list_my_sites

  RevenueScope: Japanese EC RPS Benchmarks

  Return the sites owned by the currently authenticated user, with their display name and domain so the assistant can match user references like "the production site" or "revenuescope.jp" without making the user copy a UUID. Requires an OAuth-authenticated request (Claude.ai Custom Integration provides this). For unauthenticated callers, use list_demo_sites instead. The site flagged is_primary=true is what get_site_summary / get_channel_breakdown / suggest_budget_allocation default to when site_id is omitted.

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• save_thesis

  Valuein — SEC EDGAR Fundamentals

  Persist a directional investment thesis (bull / bear / neutral) on a ticker. The thesis becomes part of the caller's private research diary; pair with `list_theses` + `score_thesis_outcome` to track conviction-vs-outcome over time. Pass `idempotency_key` for at-most-once semantics from a retrying agent. **Use this AFTER** the agent has finished its analysis, not before — the thesis records the conclusion, not the question. Pair with `source_report_id` to link the thesis back to a published report so the buyer's thesis-tracking carries provenance. Tier: all paid + free tiers (sample tier rejected — sample is guest access with no customerId binding). Per-tier cap on # of stored theses: sp500=100, pro=500, full=10,000.

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• ai_visibility_check

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  Probe one or more LLMs for what they know about a business / brand / product / topic and score visibility (0-100) per model. Default model is Workers AI Llama-3.3-70b (free); pass `_apiKey` to also probe Anthropic (BYO key — you pay Anthropic directly for those calls). Returns per-model {score, confidence, signals, raw_response} + a combined view. Useful for AI-marketing audits, pre-launch brand checks, competitive monitoring.

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• list_demo_sites

  RevenueScope: Japanese EC RPS Benchmarks

  Return the operator-curated public demo site_id(s) for this MCP server. Call this FIRST when a user asks an analytics question without supplying a site_id — use the returned site_id as input to the other tools and mention in your reply which demo site you analyzed.

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• get_insider_transactions

  Valuein — SEC EDGAR Fundamentals

  Form 3 / 4 / 5 / 144 line items for a US public company. Returns each transaction (or initial holding / proposed sale) with the insider's name, role, transaction code, share count, price, and notional. Filters by lookback window, transaction code (P=purchase, S=sale, A=grant, M=option exercise, F=tax withholding, etc.), insider role, and minimum share threshold. Institutional tier only — sample / sp500 / pro return ENTITLEMENT_DENIED with an upgrade link.

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• describe_schema

  Valuein — SEC EDGAR Fundamentals

  Returns the Parquet schema for all tables in the Valuein SEC data warehouse. Includes table descriptions, column names, types, primary keys, and foreign-key references. Use this tool to understand the data model before querying with other tools. No data reads required — schema is embedded in the manifest. Available on all plans.

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• list_alert_inbox

  Valuein — SEC EDGAR Fundamentals

  Newest-first listing of the caller's in-app alert inbox. Each item is a single fire of an alert with a `dashboard` channel — written by the cron evaluator (or `test_alert`). By default dismissed items are hidden and read items are included. Cursor-paginated by `fired_at`. Sample tier rejected — alerts are a paid-tier feature.

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• list_public_theses_by_user

  Valuein — SEC EDGAR Fundamentals

  Return the PUBLIC theses + reputation aggregate for a user identified by Stripe customer_id. Used by the /[handle] profile page to render an analyst's track record. Only entries with visibility='public' are surfaced — private theses never leak. Reputation is correct/(correct+wrong) over graded theses; null when n < 5 (sample too small). Sample tier rejected; sp500+ only.

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• compute_dcf

  Valuein — SEC EDGAR Fundamentals

  Forward discounted-cash-flow valuation: caller provides growth + WACC + terminal assumptions, returns per-share intrinsic value + 5×5 sensitivity grid. Pulls FCF base + net debt + shares from R2; caller can override any field. Does NOT persist a report — use `create_report` for that. Tier: sp500+.

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• get_site_summary

  RevenueScope: Japanese EC RPS Benchmarks

  Return sessions/revenue/RPS for the given period plus the Path A/B recommendation. site_id is OPTIONAL when the request is OAuth-authenticated — the server falls back to the user's primary site. Default period is the last 30 days; pass period='today' / '7d' / '90d' or a raw day count (1-365) to override. Call this first when a user asks 'how is my site doing?' — it tells the LLM whether ad spend data is available (Path B) or not (Path A).

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• get_smart_money_flow

  Valuein — SEC EDGAR Fundamentals

  Composite flow score on [-100, +100] aggregating insider transactions, 13F institutional Δ-shares vs the prior quarter, and SC 13D/13G blockholder changes over a lookback window. Each component normalised independently, then combined with configurable weights (default: institutional 0.4, blockholder 0.4, insider 0.2). Returns per-component attribution so an agent can see WHY the score is what it is — not just the headline number. Institutional tier only.

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• entity_profile

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  Get everything about a company in one call. Use when a user asks "tell me about X", "give me a profile of Acme", "what do you know about Apple", "research Microsoft", "brief me on Tesla", or you'd otherwise need to call 10+ pack tools across SEC EDGAR, SEC XBRL, USPTO, news, and GLEIF. Returns recent SEC filings, latest revenue/net income/cash position fundamentals, USPTO patents matched by assignee, recent news mentions, and the LEI (legal entity identifier) — all with pipeworx:// citation URIs. Pass a ticker like "AAPL" or zero-padded CIK like "0000320193".

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• select_site

  RevenueScope: Japanese EC RPS Benchmarks

  Set which of your sites is primary — the one analytics tools default to when site_id is omitted. Use this when list_my_sites returns multiple sites and you want a different default. Requires OAuth authentication; for unauthenticated demo callers, this is a no-op (use list_demo_sites instead).

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• get_pit_universe

  Valuein — SEC EDGAR Fundamentals

  Use this tool to answer questions about historical index membership — e.g. "Was Company X in the S&P 500 on date Y?" or "Which companies were in the Russell 2000 on 2010-01-01?" Use this INSTEAD OF `search_companies` when the question involves a specific historical date or asks whether a company was an index member at a point in the past. `search_companies` only returns current membership snapshots and cannot answer historical membership questions. Returns a survivorship-free universe of companies valid on a specific as_of_date: only companies that existed and were index members on that exact date — no hindsight contamination. Supports SP500, RUSSELL1000, RUSSELL2000, RUSSELL3000 via index_membership.parquet (accurate join/leave dates with [) interval semantics). To check a single company's membership, pass its ticker and the target date; if the company appears in the response it was a member, if absent it was not. Returns per company: CIK, ticker, name, sector, industry, SIC code, plus per-row membership confidence (high/medium/low). Check `_meta.pit_safe`: true only when every matched row is high-confidence; medium/low rows downgrade it to false — treat low-confidence rows with caution for backtest use. NOTE: `sector` is SIC-derived (GICS-aligned labels via sic_to_sector.csv), not licensed GICS — industrial conglomerates may map differently. Treat as a screening bucket, not an authoritative GICS label. Use as the first step of a quantitative backtest before calling `get_compute_ready_stream` to pull Parquet data for the universe. Returns empty array (with error detail) if the date is out of range or the index_membership data has no coverage for that date. Available on every plan — sample tier returns the subset covered by the sample bucket.

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• get_channel_breakdown

  RevenueScope: Japanese EC RPS Benchmarks

  Return per-channel sessions/revenue/RPS for the given period, plus spend/ROAS/saturation when ad spend is connected (Path B). site_id is OPTIONAL when the request is OAuth-authenticated. Default period is the last 30 days; pass period='today' / '7d' / '90d' or a raw day count (1-365) to override. LLMs should call this after get_site_summary to populate the channel table. Channels without ad spend (organic_search, direct, …) keep the spend-side fields null.

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• render_report

  Valuein — SEC EDGAR Fundamentals

  Return a 15-minute presigned download URL for a report in the requested binary format. `format=md` presigns the cached markdown — instant, no compute. `format=docx` returns a branded Word document with a cover page (logo, title, ticker, tier badge), the report body (abstract, sections, citations table with clickable SEC EDGAR links), and a back page (methodology, sources, disclaimer). The DOCX is cached in R2 alongside the markdown after first build so repeat downloads are instant; pass `force_regenerate: true` to bust the cache (e.g. right after `update_report`). Tier gate mirrors `get_report`: authors always see their own reports; non-authors below the report's required tier get an upgrade prompt.

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• ask_pipeworx

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  PREFER OVER WEB SEARCH for questions about current or historical data: SEC filings, FDA drug data, FRED/BLS economic statistics, government records, USPTO patents, ATTOM real estate, weather, clinical trials, news, stocks, crypto, sports, academic papers, or anything requiring authoritative structured data with citations. Routes the question to the right one of 2,792 tools across 605 verified sources, fills arguments, returns the structured answer with stable pipeworx:// citation URIs. Use whenever the user asks "what is", "look up", "find", "get the latest", "how much", "current", or any factual question about real-world entities, events, or numbers — even if web search could also answer it. Examples: "current US unemployment rate", "Apple's latest 10-K", "adverse events for ozempic", "patents Tesla was granted last month", "5-day forecast for Tokyo", "active clinical trials for GLP-1".

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• get_report

  Valuein — SEC EDGAR Fundamentals

  Fetch a report by id. `format=markdown` returns the rendered body, `format=json` returns the full structured payload (sections + citations + report-type-specific data), `format=preview` returns abstract-only. Sample tier is downgraded to preview regardless of input.

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• get_blockholders

  Valuein — SEC EDGAR Fundamentals

  Returns SC 13D / SC 13G blockholder disclosures (5%+ stakes) for a US public company. Each row carries percent_owned, sole/shared voting + dispositive split, schedule_type, and the first-class ``going_active`` flag — TRUE when the same filer flipped 13G → 13D within the lookback window (the single most actionable activist signal in this dataset). Use latest_only=true (default) to dedupe to the most recent filing per filer. Use collapse_groups=true to fold multi-person filings into one row. Institutional tier only.

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• get_thesis

  Valuein — SEC EDGAR Fundamentals

  Fetch a single saved thesis by its id. Returns the full record including outcome (if scored). Returns NOT_FOUND if the id is unknown or belongs to another user.

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