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by signal8ai · TypeScript

SEC filings, dilution, insider & institutional ownership, and political-trade data for AI agents.

ai.signal8/mcp — Model Context Protocol (MCP) server for SEC filing intelligence

The ai.signal8/mcp server is an MCP (Model Context Protocol) service that provides AI agents with direct access to AI-extracted SEC filing intelligence data. It focuses on company fundamentals, dilution risk scoring, extracted SEC filing instrument details, and instrument lifecycle tracking, exposed through 92 tools.

🛠️ Key Features

Company fundamentals (quotes, financials, earnings, float, executives, peers, news)
Dilution risk scoring using a 0–100 Dilution Pressure Score with a 5-dimension assessment
SEC filing extractions including warrants, convertibles, shelf registrations, and 10 more filing types
Instrument lifecycle tracking for warrants, convertibles, and ATMs with XBRL reconciliation

🚀 Use Cases

Enabling MCP-compatible AI agents (e.g., Claude, Cursor, and other MCP tools) to access SEC-derived data
Analyzing dilution risk and monitoring related instrument changes over time

⚡ Developer Benefits

92 MCP tools for structured access to SEC filing intelligence
Includes extraction and lifecycle tracking to support downstream analysis

⚠️ Limitations

Coverage is limited to the SEC filing intelligence domains described (fundamentals, dilution scoring, and specified instrument lifecycle/extractions).

sec filingsinsider tradinginstitutional ownershipdilutionregulatory dataequity research

Topics

claudemcpmodel-context-protocolsec-filingsstock-marketfinancemodelcontextprotocol

Captured live from the server via tools/list.

search_companies

Search for companies by name or ticker symbol in the Signal8 database. Returns matching companies with their ticker, name, CIK, and exchange. Use this as the first step to find a company before calling other tools.

Parameters2

query	string	required	Search query - company name or ticker symbol (e.g., "Tesla", "TSLA")
limit	number	optional	Maximum results to return (default: 10, max: 50)

Raw schema

{
  "type": "object",
  "properties": {
    "query": {
      "type": "string",
      "description": "Search query - company name or ticker symbol (e.g., \"Tesla\", \"TSLA\")"
    },
    "limit": {
      "type": "number",
      "minimum": 1,
      "maximum": 50,
      "description": "Maximum results to return (default: 10, max: 50)"
    }
  },
  "required": [
    "query"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_company_profile

Get an enriched company profile by ticker symbol. Returns CIK, exchange, sector, industry, market cap, employee count, description, and other fundamental data. This is a lightweight lookup (1 credit) -- use this when you only need basic company info rather than the full bundle. Always includes halted/haltCode/haltedAt trading-halt status (false/null when trading normally); a halted-but-listed ticker reports delisted:false.

Parameters1

ticker

string

required

Stock ticker symbol (e.g., AAPL, TSLA)

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker symbol (e.g., AAPL, TSLA)"
    }
  },
  "required": [
    "ticker"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_quote

Get the current stock quote for a company including price, volume, change, market cap, and other real-time market data. Use this when a user asks about a stock's current price or trading activity. Always includes halted/haltCode/haltReason/haltedAt/resumptionAt trading-halt fields (false/null when trading normally); a halted ticker returns the last-known quote instead of an error, or currentPrice:null + halted:true when nothing is recoverable. marketCap is the live price × the SEC-derived share count; when that count is unavailable it is null with marketCapWithheldReason set — NOT MEASURED, never "no market cap" and never $0.

Parameters1

ticker

string

required

Stock ticker symbol (e.g., "AAPL", "TSLA")

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker symbol (e.g., \"AAPL\", \"TSLA\")"
    }
  },
  "required": [
    "ticker"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_market_metrics

Get computed market metrics for a company including volume averages, volatility, SMAs, and trend direction. Use when analyzing trading patterns or technical indicators beyond the basic quote.

Parameters1

ticker

string

required

Stock ticker symbol (e.g., "AAPL", "TSLA")

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker symbol (e.g., \"AAPL\", \"TSLA\")"
    }
  },
  "required": [
    "ticker"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_short_interest

Get short interest data for a company including short volume, short ratio, days to cover, and short percent of float. Use when analyzing bearish sentiment or potential short squeeze setups.

Parameters1

ticker

string

required

Stock ticker symbol (e.g., "AAPL", "TSLA")

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker symbol (e.g., \"AAPL\", \"TSLA\")"
    }
  },
  "required": [
    "ticker"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_float

Get float data for a company: floatShares, floatDefinition, as-of date, and — when the headline float is WITHHELD — the bounds and labelled stand-ins that replace it. Use when analyzing share supply. CARDINAL RULE: null / absent / withheld means NOT MEASURED — never "no float", never "no restricted shares", never zero. A numeric 0 is a MEASURED zero and passes a null check, so decide from the reason/marker field ("floatWithheldReason", "restrictedBlockCount", "provenance", "direction"), never from the value alone. IMPORTANT: check "floatDefinition" to know which float you are reading — "tradeable" (shares outstanding minus affiliates minus restricted/unregistered blocks: what can actually reach the tape; used on filing-derived dilution-snapshot tickers), "non_affiliate" (the SEC I.B.6 figure, which INCLUDES restricted shares held by non-affiliates — not what a trader means by float), "non_affiliate_estimate" (approximated from ownership filings), or "free_float" (vendor methodology). TODAY "floatDefinition" and "source" are only present on dilution-snapshot results: a vendor-sourced float arrives with neither (just floatShares, asOfDate, floatEstimated) because vendors are not named — read an ABSENT floatDefinition as "not a filing-derived tradeable float" and do not assume it is tradeable. On snapshot tickers "nonAffiliateFloatShares" carries the SEC I.B.6 figure separately — it is the ONLY correct input to baby-shelf / I.B.6 shelf-capacity math; never use the tradeable float there, and never present the non-affiliate figure as tradeable supply. floatShares:null with "floatWithheldReason" set ("restricted_blocks_unnetted" | "stated_figure_impossible" | "affiliate_basis_stale" | "affiliate_figure_declined" | "affiliate_unreconciled" | "share_count_unavailable" | "split_post_dates_basis" | "snapshot_float_unconfirmed" | "refusal_evaluation_failed") means the figure was deliberately WITHHELD by the snapshot AND no lower tier could answer — do not substitute a vendor float of your own. Since 2026-09-29 a snapshot that withheld its float FALLS THROUGH: when a lower tier can answer, "source" names that tier (computed / sec-10k / polygon / fmp), "floatShares" is ITS figure under ITS definition, and "snapshotFloatWithheldReason" carries the snapshot's reason as context ("the filing-derived snapshot could not state a float; showing <source>"). Read that field as provenance, never as a second refusal. A withheld result may carry up to four stand-ins, each labelled IN the object; NONE is a float and NONE may be fed to a market cap, a percent-of-float, a short-interest ratio, a screen, a sort or a comparison: (1) "tradeableFloatCeiling" is an UPPER BOUND — the tradeable float is AT MOST this; render it with "<=" and nothing else (null = no bound stateable, never 0). (2) "affiliateBasis.floatLowerBound" / "floatUpperBound" are a RANGE the float lies in — "between X and Y"; each end is null independently when not measurable, so state the ends that exist as inequalities. This object also appears on PUBLISHED floats with both ends equal to floatShares — it is a bound only when floatShares is null. (3) "floatEstimate" is a BADGED ESTIMATE {shares, basis, direction, confidence}: "basis" is the itemised working (quote it), "direction" says which way it errs ("overstates" = the true float is at most shares; "understates" = at least; "unknown"), "confidence" describes the estimate, not a float. Since 2026-09-29 it is the SNAPSHOT FLOAT LADDER figure on any withheld snapshot ticker and may also carry "rung" ("non_affiliate_estimate" | "shares_outstanding_ceiling" | "rolled_forward_lower_bound"), "bound" ("point" = about X, render "~X"; "ceiling" = AT MOST X, render "<= X"; "floor" = AT LEAST X, render ">= X") and "asOf"; a floor or ceiling is a BOUND, never a point value. null means no figure could be derived from the snapshot's structured fields. An estimate never becomes floatShares — present shares WITH basis and direction, never alone. Unrelated to the boolean "floatEstimated", which flags a published floatShares back-derived from a USD

Parameters1

ticker

string

required

Stock ticker symbol (e.g., "AAPL", "TSLA")

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker symbol (e.g., \"AAPL\", \"TSLA\")"
    }
  },
  "required": [
    "ticker"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_float_history

Get the POINT-IN-TIME float history for a company — one sample per trade date (float shares, shares outstanding, and the source the float came from). Use to answer "what was the float on date X" or to see float expand across a dilution event, which the latest-only get_float cannot show. IMPORTANT: this series is FORWARD-ONLY — it began accumulating in mid-2026 and is NOT backfilled, so early/absent history is expected and an empty rows array is a normal result, not an error or a delisted company. Each row carries "source" ("polygon" | "computed" | "sec_10k" | "fmp") because float quality varies by provider — weigh rows accordingly rather than treating all sources as equal. Charged per your API tier.

Parameters2

ticker	string	required	Stock ticker symbol (e.g., "AAPL", "TSLA")
days	integer	optional	Lookback window in trade dates. Default 90, clamped to 1-730.

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker symbol (e.g., \"AAPL\", \"TSLA\")"
    },
    "days": {
      "type": "integer",
      "description": "Lookback window in trade dates. Default 90, clamped to 1-730."
    }
  },
  "required": [
    "ticker"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_historical_prices

Get historical OHLCV price candles for a stock. Supports daily, weekly, and monthly resolutions. Use period shorthand (1M, 3M, 6M, 1Y, 5Y, ALL) or explicit from/to UNIX timestamps. Default is 1 year of daily candles. Use this to compute price returns, chart price history, or analyze volume trends over time.

Parameters5

ticker	string	required	Stock ticker symbol (e.g., "AAPL", "TSLA")
period	string	optional	Lookback period shorthand (default: "1Y"). Ignored if from/to are provided.
resolution	string	optional	Candle resolution: "D" (daily, default), "W" (weekly), "M" (monthly)
from	integer	optional	Start date as UNIX timestamp (overrides period)
to	integer	optional	End date as UNIX timestamp (overrides period)

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker symbol (e.g., \"AAPL\", \"TSLA\")"
    },
    "period": {
      "type": "string",
      "enum": [
        "1M",
        "3M",
        "6M",
        "1Y",
        "5Y",
        "ALL"
      ],
      "description": "Lookback period shorthand (default: \"1Y\"). Ignored if from/to are provided."
    },
    "resolution": {
      "type": "string",
      "enum": [
        "D",
        "W",
        "M"
      ],
      "description": "Candle resolution: \"D\" (daily, default), \"W\" (weekly), \"M\" (monthly)"
    },
    "from": {
      "type": "integer",
      "description": "Start date as UNIX timestamp (overrides period)"
    },
    "to": {
      "type": "integer",
      "description": "End date as UNIX timestamp (overrides period)"
    }
  },
  "required": [
    "ticker"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_stock_price_change

Get percentage price changes for a stock across multiple timeframes: 1D, 5D, 1M, 3M, 6M, YTD, 1Y, 3Y, 5Y, 10Y, and MAX. Use this for quick "how much is it up/down" answers without fetching full candle data.

Parameters1

ticker

string

required

Stock ticker symbol (e.g., "AAPL", "TSLA")

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker symbol (e.g., \"AAPL\", \"TSLA\")"
    }
  },
  "required": [
    "ticker"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_financials

Get income statement, balance sheet, and cash flow data for a company. Supports annual, quarterly, and trailing-twelve-month views. Use when analyzing revenue, profitability, debt, or cash position.

Parameters3

ticker	string	required	Stock ticker symbol (e.g., "AAPL", "TSLA")
type	string	optional	Financial period type: "annual", "quarter", or "ttm" (trailing twelve months). Defaults to annual.
limit	integer	optional	Maximum number of periods to return (1-40). Defaults to 8.

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker symbol (e.g., \"AAPL\", \"TSLA\")"
    },
    "type": {
      "type": "string",
      "enum": [
        "annual",
        "quarter",
        "ttm"
      ],
      "description": "Financial period type: \"annual\", \"quarter\", or \"ttm\" (trailing twelve months). Defaults to annual."
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 40,
      "description": "Maximum number of periods to return (1-40). Defaults to 8."
    }
  },
  "required": [
    "ticker"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_earnings

Get historical earnings data for a company including EPS actual vs estimate, revenue actual vs estimate, and surprise percentages. Use when analyzing earnings beats/misses or upcoming earnings expectations.

Parameters2

ticker	string	required	Stock ticker symbol (e.g., "AAPL", "TSLA")
limit	integer	optional	Maximum number of earnings periods to return (1-40). Defaults to 8.

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker symbol (e.g., \"AAPL\", \"TSLA\")"
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 40,
      "description": "Maximum number of earnings periods to return (1-40). Defaults to 8."
    }
  },
  "required": [
    "ticker"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_executives

Get key executives and officers of a company including name, title, compensation, and tenure. Use when researching company leadership or management quality.

Parameters1

ticker

string

required

Stock ticker symbol (e.g., "AAPL", "TSLA")

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker symbol (e.g., \"AAPL\", \"TSLA\")"
    }
  },
  "required": [
    "ticker"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_news

Get recent news articles and press releases for a company. Use when researching recent developments, catalysts, or sentiment drivers. Set pressReleasesOnly to return only official company press releases.

Parameters3

ticker	string	required	Stock ticker symbol (e.g., "AAPL", "TSLA")
limit	integer	optional	Maximum number of articles to return (1-20). Defaults to 10.
pressReleasesOnly	boolean	optional	When true, return only official company press releases (exclude third-party news).

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker symbol (e.g., \"AAPL\", \"TSLA\")"
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 20,
      "description": "Maximum number of articles to return (1-20). Defaults to 10."
    },
    "pressReleasesOnly": {
      "type": "boolean",
      "description": "When true, return only official company press releases (exclude third-party news)."
    }
  },
  "required": [
    "ticker"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_analyst_consensus

Get analyst ratings consensus for a company including average target price, number of analysts, buy/hold/sell breakdown, and consensus recommendation. Use when evaluating Wall Street sentiment or price targets.

Parameters1

ticker

string

required

Stock ticker symbol (e.g., "AAPL", "TSLA")

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker symbol (e.g., \"AAPL\", \"TSLA\")"
    }
  },
  "required": [
    "ticker"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_analyst_estimates

Get forward analyst estimates for a company including EPS, revenue, EBITDA, and net income (low/high/avg) with analyst counts. Supports annual and quarterly periods. Use when analyzing forward earnings expectations or revenue forecasts.

Parameters3

ticker	string	required	Stock ticker symbol (e.g., "AAPL", "TSLA")
period	string	optional	Estimate period: "annual" (default) or "quarter".
limit	integer	optional	Maximum number of estimate periods to return (1-40). Defaults to 8.

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker symbol (e.g., \"AAPL\", \"TSLA\")"
    },
    "period": {
      "type": "string",
      "enum": [
        "annual",
        "quarter"
      ],
      "description": "Estimate period: \"annual\" (default) or \"quarter\"."
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 40,
      "description": "Maximum number of estimate periods to return (1-40). Defaults to 8."
    }
  },
  "required": [
    "ticker"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_clinical_trials

Get clinical trial data for a biotech/pharma company including trial phase, status, conditions, and interventions. Use when analyzing a biotech company's pipeline or upcoming catalyst events.

Parameters2

ticker	string	required	Stock ticker symbol (e.g., "MRNA", "PFE")
limit	integer	optional	Maximum number of clinical trials to return (1-50). Defaults to 10.

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker symbol (e.g., \"MRNA\", \"PFE\")"
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 50,
      "description": "Maximum number of clinical trials to return (1-50). Defaults to 10."
    }
  },
  "required": [
    "ticker"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

search_clinical_trials

Search clinical trials market-wide (cross-company). Distinct from get_clinical_trials, which is scoped to a single ticker. Filter by phase, indication, sponsor, status, and date window; sort and paginate the results.

Parameters11

phase	string	optional	Trial phase filter (e.g., "Phase 3")
indication	string	optional	Condition / indication filter
sponsor	string	optional	Sponsor name filter
status	string	optional	Trial status filter
dateField	string	optional	Date field to filter/sort on
from	string	optional	Start date (YYYY-MM-DD)
to	string	optional	End date (YYYY-MM-DD)
sort	string	optional	Sort field
order	string	optional	Sort direction
limit	number	optional	Maximum results to return (1-100, default: 50)
offset	number	optional	Offset for pagination (default: 0)

Raw schema

{
  "type": "object",
  "properties": {
    "phase": {
      "type": "string",
      "description": "Trial phase filter (e.g., \"Phase 3\")"
    },
    "indication": {
      "type": "string",
      "description": "Condition / indication filter"
    },
    "sponsor": {
      "type": "string",
      "description": "Sponsor name filter"
    },
    "status": {
      "type": "string",
      "description": "Trial status filter"
    },
    "dateField": {
      "type": "string",
      "description": "Date field to filter/sort on"
    },
    "from": {
      "type": "string",
      "description": "Start date (YYYY-MM-DD)"
    },
    "to": {
      "type": "string",
      "description": "End date (YYYY-MM-DD)"
    },
    "sort": {
      "type": "string",
      "description": "Sort field"
    },
    "order": {
      "type": "string",
      "enum": [
        "asc",
        "desc"
      ],
      "description": "Sort direction"
    },
    "limit": {
      "type": "number",
      "minimum": 1,
      "maximum": 100,
      "description": "Maximum results to return (1-100, default: 50)"
    },
    "offset": {
      "type": "number",
      "minimum": 0,
      "description": "Offset for pagination (default: 0)"
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_top_movers

Top stock movers — gainers (largest % up), losers (largest % down), or active (highest volume). Optional session window (premarket / regular / afterhours; regular default; not supported for active). Optional date (YYYY-MM-DD) returns a PAST trade date's gainers/losers on a historical daily close-to-close basis (computed from split-adjusted daily bars, NOT intraday) — session is rejected when date is set, date is not supported for direction=active, and a non-trade date (weekend/holiday) returns an empty list (not an error). Penny-stock artifacts are filtered by default — set includePennyStocks to include sub-$1 movers.

Parameters5

direction	string	required	Mover direction: gainers, losers, or active (volume)
limit	integer	optional	Optional max rows (1–100). Backend default applied when omitted.
session	string	optional	Session window: premarket (4:00–9:30 AM ET), regular (RTH close-to-close, default), afterhours (4:00–8:00 PM ET). Live-only — rejected (400) when combined with date.
includePennyStocks	boolean	optional	Loosen penny-stock artifact guards. Default false enforces prev_close >= $1 and a $1M dollar-volume floor. Set true to allow sub-$1 movers (prev_close >= $0.10, no dollar-volume floor). The ABS(change_pct) <= 500 cap applies in both modes.
date	string	optional	Optional past trade date (YYYY-MM-DD). When set, returns that day's top gainers/losers computed on a historical daily close-to-close basis from split-adjusted daily bars (NOT intraday, NOT session-specific). Rejected with 400 when combined with a non-regular session or with direction="active"; a future or malformed date is also 400. A weekend/holiday date returns an empty list, not an error.

Raw schema

{
  "type": "object",
  "properties": {
    "direction": {
      "type": "string",
      "enum": [
        "gainers",
        "losers",
        "active"
      ],
      "description": "Mover direction: gainers, losers, or active (volume)"
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 100,
      "description": "Optional max rows (1–100). Backend default applied when omitted."
    },
    "session": {
      "type": "string",
      "enum": [
        "premarket",
        "regular",
        "afterhours"
      ],
      "default": "regular",
      "description": "Session window: premarket (4:00–9:30 AM ET), regular (RTH close-to-close, default), afterhours (4:00–8:00 PM ET). Live-only — rejected (400) when combined with date."
    },
    "includePennyStocks": {
      "type": "boolean",
      "description": "Loosen penny-stock artifact guards. Default false enforces prev_close >= $1 and a $1M dollar-volume floor. Set true to allow sub-$1 movers (prev_close >= $0.10, no dollar-volume floor). The ABS(change_pct) <= 500 cap applies in both modes."
    },
    "date": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Optional past trade date (YYYY-MM-DD). When set, returns that day's top gainers/losers computed on a historical daily close-to-close basis from split-adjusted daily bars (NOT intraday, NOT session-specific). Rejected with 400 when combined with a non-regular session or with direction=\"active\"; a future or malformed date is also 400. A weekend/holiday date returns an empty list, not an error."
    }
  },
  "required": [
    "direction"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_market_news

Get the latest market-wide news across ALL tickers, most recent first. Every item is significance-classified at ingest (critical | major | standard); the default filter of critical,major is the "top stories" view. Use for "what is happening in the market right now" — for news about one company, use get_news with a ticker instead. Requires the /news/latest public endpoint (added 2026-07-29; 404 until that backend deploy).

Parameters2

limit	integer	optional	Maximum items to return (1-50). Defaults to 10.
significance	string	optional	CSV of levels to include, e.g. "critical,major" (default) or "critical,major,standard".

Raw schema

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 50,
      "description": "Maximum items to return (1-50). Defaults to 10."
    },
    "significance": {
      "type": "string",
      "description": "CSV of levels to include, e.g. \"critical,major\" (default) or \"critical,major,standard\"."
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_market_breadth

Get market breadth aggregates (advance/decline counts and ratio, percent of constituents above their 50DMA and 200DMA, and counts of new 52-week highs/lows) for a chosen universe (sp500, ndx, or all). Use to add market-state context to commentary, tweets, or daily summaries.

Parameters1

universe

string

optional

Universe to aggregate over: sp500, ndx, or all (default sp500)

Raw schema

{
  "type": "object",
  "properties": {
    "universe": {
      "type": "string",
      "enum": [
        "sp500",
        "ndx",
        "all"
      ],
      "default": "sp500",
      "description": "Universe to aggregate over: sp500, ndx, or all (default sp500)"
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_trading_halts

List currently-active trading halts across NASDAQ/NYSE/AMEX (from the consolidated Nasdaq Trader halt feed). Each halt includes ticker, market, haltCode (T1/T2/T12/LUDP/H10/...), human-readable reason, haltedAt, and the scheduled resumptionAt when one is set. An EMPTY list is a normal state (no active halts right now), not an error. Halts are tradeable catalysts — use this to discover halted names, then get_quote for the frozen last price.

Parameters

No parameters.

Raw schema

{
  "type": "object",
  "properties": {},
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_earnings_calendar

Get upcoming and recent earnings releases between two dates. Optionally restrict to a list of tickers. Returns ticker, date, time (BMO/AMC), EPS estimate, and revenue estimate when available. Supports market cap filtering to focus on large-cap or small-cap earnings only.

Parameters5

from	string	required	Start date inclusive (YYYY-MM-DD)
to	string	required	End date inclusive (YYYY-MM-DD)
tickers	array	optional	Optional ticker filter, e.g. ["AAPL","NVDA"]
minMarketCap	number	optional	Minimum market cap in USD (e.g., 10000000000 for $10B+)
maxMarketCap	number	optional	Maximum market cap in USD (e.g., 2000000000 for under $2B)

Raw schema

{
  "type": "object",
  "properties": {
    "from": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Start date inclusive (YYYY-MM-DD)"
    },
    "to": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "End date inclusive (YYYY-MM-DD)"
    },
    "tickers": {
      "type": "array",
      "items": {
        "type": "string",
        "minLength": 1
      },
      "description": "Optional ticker filter, e.g. [\"AAPL\",\"NVDA\"]"
    },
    "minMarketCap": {
      "type": "number",
      "description": "Minimum market cap in USD (e.g., 10000000000 for $10B+)"
    },
    "maxMarketCap": {
      "type": "number",
      "description": "Maximum market cap in USD (e.g., 2000000000 for under $2B)"
    }
  },
  "required": [
    "from",
    "to"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_economic_calendar

Get scheduled macro/economic events (CPI, FOMC, jobs reports, GDP, etc.) between two dates. Optionally filter to a single country (ISO-3166 alpha-2, e.g. "US"). Defaults to US when omitted.

Parameters3

from	string	required	Start date inclusive (YYYY-MM-DD)
to	string	required	End date inclusive (YYYY-MM-DD)
country	string	optional	Optional ISO-3166 alpha-2 country code (e.g. "US", "GB", "JP")

Raw schema

{
  "type": "object",
  "properties": {
    "from": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Start date inclusive (YYYY-MM-DD)"
    },
    "to": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "End date inclusive (YYYY-MM-DD)"
    },
    "country": {
      "type": "string",
      "minLength": 2,
      "maxLength": 2,
      "description": "Optional ISO-3166 alpha-2 country code (e.g. \"US\", \"GB\", \"JP\")"
    }
  },
  "required": [
    "from",
    "to"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_filing_calendar

Get the forward-looking 10-K / 10-Q SEC filing-deadline calendar within a date window. Optionally restrict to a universe (sp500/ndx/dji/all) and/or a list of form types (default both 10-K and 10-Q).

Parameters4

from	string	optional	Start date inclusive (YYYY-MM-DD, default today)
to	string	optional	End date inclusive (YYYY-MM-DD, default today + 45d)
universe	string	optional	Optional index-universe filter (default "all")
formTypes	array	optional	Optional SEC form types subset, e.g. ["10-Q"]

Raw schema

{
  "type": "object",
  "properties": {
    "from": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Start date inclusive (YYYY-MM-DD, default today)"
    },
    "to": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "End date inclusive (YYYY-MM-DD, default today + 45d)"
    },
    "universe": {
      "type": "string",
      "enum": [
        "sp500",
        "ndx",
        "dji",
        "all"
      ],
      "description": "Optional index-universe filter (default \"all\")"
    },
    "formTypes": {
      "type": "array",
      "items": {
        "type": "string",
        "enum": [
          "10-K",
          "10-Q"
        ]
      },
      "description": "Optional SEC form types subset, e.g. [\"10-Q\"]"
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_post_earnings_movers

Get stocks that moved significantly after earnings reports on a given date. Returns pre-computed price changes with earnings surprise data in a single call — no need to chain get_earnings_calendar + get_historical_prices + get_quote per ticker. Includes preEarningsClose, currentPrice, changePct, EPS/revenue actuals vs estimates, and surprise percentages. Filter by minimum absolute % change threshold.

Parameters3

date	string	required	Earnings date to check (YYYY-MM-DD)
minChangePct	number	optional	Minimum absolute % price change to include (default 5). Set to 0 for all.
limit	integer	optional	Maximum results to return (default 25, max 100)

Raw schema

{
  "type": "object",
  "properties": {
    "date": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Earnings date to check (YYYY-MM-DD)"
    },
    "minChangePct": {
      "type": "number",
      "minimum": 0,
      "maximum": 100,
      "default": 5,
      "description": "Minimum absolute % price change to include (default 5). Set to 0 for all."
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 100,
      "default": 25,
      "description": "Maximum results to return (default 25, max 100)"
    }
  },
  "required": [
    "date"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_recent_material_filings

Recent material 8-K filings (last 7 days) for the constituents of an index universe. By default returns the high-signal 8-K item codes (material agreements, M&A, executive changes, restructurings, etc.); pass `items` to filter to specific 8-K item codes. Choose the universe with `universe`.

Parameters3

universe	string	optional	Index universe to scan (sp500, ndx, or dji).
items	array	optional	Optional 8-K item codes (e.g. ["1.01","2.01"])
limit	integer	optional	Optional max rows (1–100, default 50)

Raw schema

{
  "type": "object",
  "properties": {
    "universe": {
      "type": "string",
      "enum": [
        "sp500",
        "ndx",
        "dji"
      ],
      "description": "Index universe to scan (sp500, ndx, or dji)."
    },
    "items": {
      "type": "array",
      "items": {
        "type": "string",
        "pattern": "^\\d+\\.\\d+$"
      },
      "description": "Optional 8-K item codes (e.g. [\"1.01\",\"2.01\"])"
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 100,
      "description": "Optional max rows (1–100, default 50)"
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

screen_sec_filings

Screen SEC filings across all companies with company-level filters (sector, industry, market cap, exchange) combined with filing-level filters (form type, date range). Returns filings enriched with company metadata: ticker, sector, industry, exchange, market cap, and price. Use this to answer questions like "find all S-1 filings from biotech companies under $500M market cap" or "show me recent 8-K filings from Technology sector companies". This is the most powerful filing DISCOVERY tool for filings — use search_sec_filings only when you already know the specific CIK. This tool returns FILINGS, not a company universe: to enumerate or COUNT companies by market cap / price / float (e.g. "find all companies under $300M market cap"), use screen_companies instead — it supports minMarketCapComputed / maxMarketCapComputed and returns a real total COUNT.

Parameters12

formTypes	string	optional	Comma-separated form types (e.g., "S-1", "10-K,10-Q", "8-K", "S-3,424B5")
dateFrom	string	optional	Start date filter (YYYY-MM-DD)
dateTo	string	optional	End date filter (YYYY-MM-DD)
sector	string	optional	Filter by sector (e.g., "Healthcare", "Technology", "Financial Services", "Energy")
industry	string	optional	Filter by industry (e.g., "Biotechnology", "Software - Application", "Oil & Gas E&P")
exchange	string	optional	Filter by exchange (e.g., "NASDAQ", "NYSE", "AMEX")
minMarketCap	number	optional	Minimum market cap in USD (e.g., 1000000000 for $1B)
maxMarketCap	number	optional	Maximum market cap in USD (e.g., 500000000 for $500M)
sortBy	string	optional	Sort results by field (default: filing_date). Ties are broken by filing id, so a given page is stable and reproducible for a fixed corpus.
sortOrder	string	optional	Sort direction (default: desc). Note that paging is offset-based over a corpus that is continuously ingesting new filings, so when walking many pages of a broad date range, newly-arrived filings can shift rows between pages; page on a closed dateFrom/dateTo window if you need an exhaustive, non-overlapping traversal.
page	number	optional	Page number (1-indexed, default: 1)
pageSize	number	optional	Results per page (default: 25, max: 100)

Raw schema

{
  "type": "object",
  "properties": {
    "formTypes": {
      "type": "string",
      "description": "Comma-separated form types (e.g., \"S-1\", \"10-K,10-Q\", \"8-K\", \"S-3,424B5\")"
    },
    "dateFrom": {
      "type": "string",
      "description": "Start date filter (YYYY-MM-DD)"
    },
    "dateTo": {
      "type": "string",
      "description": "End date filter (YYYY-MM-DD)"
    },
    "sector": {
      "type": "string",
      "description": "Filter by sector (e.g., \"Healthcare\", \"Technology\", \"Financial Services\", \"Energy\")"
    },
    "industry": {
      "type": "string",
      "description": "Filter by industry (e.g., \"Biotechnology\", \"Software - Application\", \"Oil & Gas E&P\")"
    },
    "exchange": {
      "type": "string",
      "description": "Filter by exchange (e.g., \"NASDAQ\", \"NYSE\", \"AMEX\")"
    },
    "minMarketCap": {
      "type": "number",
      "description": "Minimum market cap in USD (e.g., 1000000000 for $1B)"
    },
    "maxMarketCap": {
      "type": "number",
      "description": "Maximum market cap in USD (e.g., 500000000 for $500M)"
    },
    "sortBy": {
      "type": "string",
      "enum": [
        "filing_date",
        "form_type",
        "company_name"
      ],
      "description": "Sort results by field (default: filing_date). Ties are broken by filing id, so a given page is stable and reproducible for a fixed corpus."
    },
    "sortOrder": {
      "type": "string",
      "enum": [
        "asc",
        "desc"
      ],
      "description": "Sort direction (default: desc). Note that paging is offset-based over a corpus that is continuously ingesting new filings, so when walking many pages of a broad date range, newly-arrived filings can shift rows between pages; page on a closed dateFrom/dateTo window if you need an exhaustive, non-overlapping traversal."
    },
    "page": {
      "type": "number",
      "minimum": 1,
      "description": "Page number (1-indexed, default: 1)"
    },
    "pageSize": {
      "type": "number",
      "minimum": 1,
      "maximum": 100,
      "description": "Results per page (default: 25, max: 100)"
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

search_sec_filings

Search and list SEC filings with filtering by company (CIK), form type, date range, 8-K item codes and excluded forms, optionally with a full-text query over the filing bodies. Returns filing metadata (form type, filing date, company name, accession number, acceptance time, primary document, 8-K items) plus `pagination` with `total`, `totalRelation` ("gte" when the count was cut at 10,000) and `nextCursor`. With `q`, rows also carry a ranked `snippet`. Use this to find filings before reading their content with get_filing_document or get_filing_exhibits. The `ciks` filter matches the filing's primary CIK: an insider Form 4 filed under the reporting owner's CIK is NOT returned for the issuer's CIK.

Parameters11

ciks	string	optional	Comma-separated CIK numbers to filter by (e.g., "0000320193,0001018724")
q	string	optional	Full-text query over filing bodies, websearch syntax: "quoted phrase", OR, -exclude. Quote multi-word phrases — unquoted words match anywhere in the filing.
sort	string	optional	newest (by acceptance time, default) or relevance (requires q; ranks the newest 1,000 matches)
cursor	string	optional	Opaque keyset cursor from a previous response's pagination.nextCursor. Prefer it over page for deep paging — it is stable while new filings arrive.
page	number	optional	Page number (1-indexed, default: 1). Ignored when cursor is set.
pageSize	number	optional	Results per page (default: 25, max: 100)
formTypes	string	optional	Comma-separated form types (e.g., "10-K,10-Q,8-K,S-1,S-3,424B5"). Exact match — list amendments (e.g. "10-K/A") explicitly.
excludeForms	string	optional	Comma-separated form types to EXCLUDE (e.g., "4,13F-HR"). Exact match.
items	string	optional	Comma-separated 8-K item codes, ALL required (e.g., "2.02,9.01" = results + financial statements; "5.02" = officer/director changes; "1.01" = material agreements).
dateFrom	string	optional	Start date filter (YYYY-MM-DD)
dateTo	string	optional	End date filter (YYYY-MM-DD)

Raw schema

{
  "type": "object",
  "properties": {
    "ciks": {
      "type": "string",
      "description": "Comma-separated CIK numbers to filter by (e.g., \"0000320193,0001018724\")"
    },
    "q": {
      "type": "string",
      "maxLength": 500,
      "description": "Full-text query over filing bodies, websearch syntax: \"quoted phrase\", OR, -exclude. Quote multi-word phrases — unquoted words match anywhere in the filing."
    },
    "sort": {
      "type": "string",
      "enum": [
        "newest",
        "relevance"
      ],
      "description": "newest (by acceptance time, default) or relevance (requires q; ranks the newest 1,000 matches)"
    },
    "cursor": {
      "type": "string",
      "description": "Opaque keyset cursor from a previous response's pagination.nextCursor. Prefer it over page for deep paging — it is stable while new filings arrive."
    },
    "page": {
      "type": "number",
      "minimum": 1,
      "description": "Page number (1-indexed, default: 1). Ignored when cursor is set."
    },
    "pageSize": {
      "type": "number",
      "minimum": 1,
      "maximum": 100,
      "description": "Results per page (default: 25, max: 100)"
    },
    "formTypes": {
      "type": "string",
      "description": "Comma-separated form types (e.g., \"10-K,10-Q,8-K,S-1,S-3,424B5\"). Exact match — list amendments (e.g. \"10-K/A\") explicitly."
    },
    "excludeForms": {
      "type": "string",
      "description": "Comma-separated form types to EXCLUDE (e.g., \"4,13F-HR\"). Exact match."
    },
    "items": {
      "type": "string",
      "description": "Comma-separated 8-K item codes, ALL required (e.g., \"2.02,9.01\" = results + financial statements; \"5.02\" = officer/director changes; \"1.01\" = material agreements)."
    },
    "dateFrom": {
      "type": "string",
      "description": "Start date filter (YYYY-MM-DD)"
    },
    "dateTo": {
      "type": "string",
      "description": "End date filter (YYYY-MM-DD)"
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_filing_document

Get the full raw text/HTML content of an SEC filing by its internal filing ID. Returns the complete filing document which can be very large (10-K filings can be 1MB+). Use the maxLength parameter to truncate content for previews. The response includes company_name, form_type, filing_date, cik, and accession_number alongside the content. Find filing IDs using search_sec_filings first.

Parameters2

filingId	string	required	Internal filing ID (numeric). Find via search_sec_filings.
maxLength	number	optional	Truncate content to this many characters. Useful for previewing large filings. Response includes a "truncated" boolean when truncation is applied.

Raw schema

{
  "type": "object",
  "properties": {
    "filingId": {
      "type": "string",
      "description": "Internal filing ID (numeric). Find via search_sec_filings."
    },
    "maxLength": {
      "type": "number",
      "minimum": 100,
      "description": "Truncate content to this many characters. Useful for previewing large filings. Response includes a \"truncated\" boolean when truncation is applied."
    }
  },
  "required": [
    "filingId"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_filing_exhibits

List all exhibits (individual documents) within an SEC filing. Returns exhibit metadata including exhibit type, description, and content size. Use this to identify which exhibits to read with get_exhibit_content. Excludes XML/XBRL exhibits.

Parameters1

filingId

string

required

Internal filing ID (numeric). Find via search_sec_filings.

Raw schema

{
  "type": "object",
  "properties": {
    "filingId": {
      "type": "string",
      "description": "Internal filing ID (numeric). Find via search_sec_filings."
    }
  },
  "required": [
    "filingId"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_exhibit_content

Get the full text/HTML content of a single exhibit from an SEC filing. Returns the exhibit text along with exhibit_type, description, company_name, accession_number, and form_type. Use the maxLength parameter to truncate large exhibits. Find exhibit IDs using get_filing_exhibits first.

Parameters2

id	string	required	Exhibit ID (numeric). Find via get_filing_exhibits.
maxLength	number	optional	Truncate content to this many characters. Response includes a "truncated" boolean.

Raw schema

{
  "type": "object",
  "properties": {
    "id": {
      "type": "string",
      "description": "Exhibit ID (numeric). Find via get_filing_exhibits."
    },
    "maxLength": {
      "type": "number",
      "minimum": 100,
      "description": "Truncate content to this many characters. Response includes a \"truncated\" boolean."
    }
  },
  "required": [
    "id"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

search_filing_text

Full-text search across SEC filing content, websearch syntax ("quoted phrase", OR, -exclude), ranked, one match per filing. Quote multi-word phrases — unquoted words match anywhere in the filing. Returns matching snippets with context around each match. Powerful for finding specific clauses like "change of control", "anti-dilution", "right of first refusal", or any specific language across filings. Optionally filter by company (CIK), filing, accession number, or form type.

Parameters7

pattern	string	required	Search query (minimum 2 characters), websearch syntax: "exact phrase", OR, -exclude. A CIK/filing-scoped search whose text is not indexed yet falls back to a literal case-insensitive substring match (response engine: "substring").
cik	string	optional	Filter to a specific company by CIK number
filingId	string	optional	Filter to a specific filing by internal ID
accessionNumber	string	optional	Filter to a specific filing by SEC accession number
formType	string	optional	Filter by form type (e.g., "10-K", "S-1")
limit	number	optional	Max results (default: 20, max: 100)
snippetLength	number	optional	Characters of context around each match (default: 200)

Raw schema

{
  "type": "object",
  "properties": {
    "pattern": {
      "type": "string",
      "minLength": 2,
      "description": "Search query (minimum 2 characters), websearch syntax: \"exact phrase\", OR, -exclude. A CIK/filing-scoped search whose text is not indexed yet falls back to a literal case-insensitive substring match (response engine: \"substring\")."
    },
    "cik": {
      "type": "string",
      "description": "Filter to a specific company by CIK number"
    },
    "filingId": {
      "type": "string",
      "description": "Filter to a specific filing by internal ID"
    },
    "accessionNumber": {
      "type": "string",
      "description": "Filter to a specific filing by SEC accession number"
    },
    "formType": {
      "type": "string",
      "description": "Filter by form type (e.g., \"10-K\", \"S-1\")"
    },
    "limit": {
      "type": "number",
      "minimum": 1,
      "maximum": 100,
      "description": "Max results (default: 20, max: 100)"
    },
    "snippetLength": {
      "type": "number",
      "minimum": 50,
      "maximum": 1000,
      "description": "Characters of context around each match (default: 200)"
    }
  },
  "required": [
    "pattern"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

lookup_accession_number

Look up a filing or exhibit by its SEC accession number. Supports both dashed format (e.g., "0001193125-22-010026") and compact 18-digit format. Returns filing metadata including company name, form type, filing date, and exhibit count. If the filing is in the local database, returns full metadata; if only found on SEC EDGAR, returns basic metadata with an isInDatabase: false flag.

Parameters1

accessionNumber

string

required

SEC accession number in dashed (e.g., "0001193125-22-010026") or compact 18-digit format

Raw schema

{
  "type": "object",
  "properties": {
    "accessionNumber": {
      "type": "string",
      "description": "SEC accession number in dashed (e.g., \"0001193125-22-010026\") or compact 18-digit format"
    }
  },
  "required": [
    "accessionNumber"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

screen_sec_filings_performance

Analyze stock price performance after SEC filings. Returns individual filing records with pre-computed price returns at +1 day, +3 days, +7 days, and +30 days after the filing date, plus aggregate statistics (average, median, % negative, best, worst) across all matching filings. Combine company-level filters (sector, industry, market cap, exchange) with filing filters (form type, date range). Use this to answer questions like "how do biotech stocks perform after S-1 filings?" or "what is the average 7-day return after 8-K filings from companies under $500M market cap?".

Parameters12

formTypes	string	optional	Comma-separated form types (e.g., "S-1", "10-K,10-Q", "8-K", "S-3,424B5")
dateFrom	string	optional	Start date filter (YYYY-MM-DD)
dateTo	string	optional	End date filter (YYYY-MM-DD)
sector	string	optional	Filter by sector (e.g., "Healthcare", "Technology", "Financial Services")
industry	string	optional	Filter by industry (e.g., "Biotechnology", "Software - Application")
exchange	string	optional	Filter by exchange (e.g., "NASDAQ", "NYSE", "AMEX")
minMarketCap	number	optional	Minimum market cap in USD
maxMarketCap	number	optional	Maximum market cap in USD
sortBy	string	optional	Sort results by field (default: filing_date)
sortOrder	string	optional	Sort direction (default: desc)
page	number	optional	Page number (1-indexed, default: 1)
pageSize	number	optional	Results per page (default: 25, max: 100)

Raw schema

{
  "type": "object",
  "properties": {
    "formTypes": {
      "type": "string",
      "description": "Comma-separated form types (e.g., \"S-1\", \"10-K,10-Q\", \"8-K\", \"S-3,424B5\")"
    },
    "dateFrom": {
      "type": "string",
      "description": "Start date filter (YYYY-MM-DD)"
    },
    "dateTo": {
      "type": "string",
      "description": "End date filter (YYYY-MM-DD)"
    },
    "sector": {
      "type": "string",
      "description": "Filter by sector (e.g., \"Healthcare\", \"Technology\", \"Financial Services\")"
    },
    "industry": {
      "type": "string",
      "description": "Filter by industry (e.g., \"Biotechnology\", \"Software - Application\")"
    },
    "exchange": {
      "type": "string",
      "description": "Filter by exchange (e.g., \"NASDAQ\", \"NYSE\", \"AMEX\")"
    },
    "minMarketCap": {
      "type": "number",
      "description": "Minimum market cap in USD"
    },
    "maxMarketCap": {
      "type": "number",
      "description": "Maximum market cap in USD"
    },
    "sortBy": {
      "type": "string",
      "enum": [
        "filing_date",
        "return_1d",
        "return_3d",
        "return_7d",
        "return_30d",
        "price_at_filing",
        "market_cap"
      ],
      "description": "Sort results by field (default: filing_date)"
    },
    "sortOrder": {
      "type": "string",
      "enum": [
        "asc",
        "desc"
      ],
      "description": "Sort direction (default: desc)"
    },
    "page": {
      "type": "number",
      "minimum": 1,
      "description": "Page number (1-indexed, default: 1)"
    },
    "pageSize": {
      "type": "number",
      "minimum": 1,
      "maximum": 100,
      "description": "Results per page (default: 25, max: 100)"
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_insiders

Get insider trading discovery data for a company. Includes cluster buying detection, entity-centric insider model, and Form 4 cross-referencing. Shows insider transactions with buying/selling patterns that may signal upcoming corporate actions. Each insider includes a transactionBreakdown by SEC code (P=Purchase, S=Sale, F=Tax withholding, M=Exercise, G=Gift, A=Award), netSharesSold12m (code S only, excludes tax withholding), and isPrimarilyTaxWithholding flag to distinguish routine RSU vesting from discretionary selling. Supports pagination with limit/offset.

Parameters3

ticker	string	required	Stock ticker symbol (e.g., AAPL, TSLA)
limit	integer	optional	Maximum results to return (default: 20, max: 100)
offset	integer	optional	Offset for pagination (default: 0)

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker symbol (e.g., AAPL, TSLA)"
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 100,
      "description": "Maximum results to return (default: 20, max: 100)"
    },
    "offset": {
      "type": "integer",
      "minimum": 0,
      "description": "Offset for pagination (default: 0)"
    }
  },
  "required": [
    "ticker"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_ownership

Get unified ownership breakdown for a company combining Form 4 insider holdings, 13F institutional holdings, and 13D/13G activist positions. All entities are resolved across the three SEC form types into a single view with counterparty resolution. The allHolders array is paginated via limit/offset (default 100). Aggregate stats (institutional/insider/beneficial totals and percentages, plus the `retail` residual) are always included in full. `retail` is the UNATTRIBUTED residual: shares no filing accounts for, which includes recent offering buyers and acquisition holders who have not filed as well as retail investors — an upper bound on retail, never a retail count. When `retail.reason` is `filed_exceeds_outstanding` the residual is withheld (null) because the counted filings exceed the shares outstanding.

Parameters3

ticker	string	required	Stock ticker symbol (e.g., AAPL, TSLA)
limit	integer	optional	Maximum holders to return in allHolders (default: 100, max: 100)
offset	integer	optional	Offset for pagination (default: 0)

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker symbol (e.g., AAPL, TSLA)"
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 100,
      "description": "Maximum holders to return in allHolders (default: 100, max: 100)"
    },
    "offset": {
      "type": "integer",
      "minimum": 0,
      "description": "Offset for pagination (default: 0)"
    }
  },
  "required": [
    "ticker"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_institutions

Get institutional holders (13F filers) for a company. Returns institutions that hold positions in this stock based on SEC 13F filings, including shares held, portfolio weight, and filing dates. Useful for understanding institutional ownership concentration.

Parameters3

ticker	string	required	Stock ticker symbol (e.g., AAPL, TSLA)
limit	number	optional	Maximum results to return (default: 20, max: 100)
offset	number	optional	Offset for pagination (default: 0)

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker symbol (e.g., AAPL, TSLA)"
    },
    "limit": {
      "type": "number",
      "minimum": 1,
      "maximum": 100,
      "description": "Maximum results to return (default: 20, max: 100)"
    },
    "offset": {
      "type": "number",
      "minimum": 0,
      "description": "Offset for pagination (default: 0)"
    }
  },
  "required": [
    "ticker"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_institution_detail

Get detailed information about a specific institutional investor by their SEC CIK number. Returns the institution name, total AUM, number of holdings, and filing history. Use get_institutions first to find the CIK for an institution.

Parameters1

cik

string

required

SEC CIK number of the institution (e.g., "0001067983" for Berkshire Hathaway)

Raw schema

{
  "type": "object",
  "properties": {
    "cik": {
      "type": "string",
      "description": "SEC CIK number of the institution (e.g., \"0001067983\" for Berkshire Hathaway)"
    }
  },
  "required": [
    "cik"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_institution_holdings

Get the full portfolio holdings for a specific institution by CIK. Returns all positions from their latest 13F filing with shares, value, and portfolio weight. Supports pagination for institutions with large portfolios.

Parameters3

cik	string	required	SEC CIK number of the institution
limit	number	optional	Maximum results to return (default: 20, max: 100)
offset	number	optional	Offset for pagination (default: 0)

Raw schema

{
  "type": "object",
  "properties": {
    "cik": {
      "type": "string",
      "description": "SEC CIK number of the institution"
    },
    "limit": {
      "type": "number",
      "minimum": 1,
      "maximum": 100,
      "description": "Maximum results to return (default: 20, max: 100)"
    },
    "offset": {
      "type": "number",
      "minimum": 0,
      "description": "Offset for pagination (default: 0)"
    }
  },
  "required": [
    "cik"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_institution_position_changes

Diff two quarterly 13F snapshots for an institution. Compares the latest filing against the prior quarter and returns per-position changes: new positions, increased, decreased, and exited. Sorted by |changePercent| descending so the biggest moves surface first. Much more efficient than calling get_institution_holdings twice and diffing client-side — the server computes everything in a single SQL query.

Parameters3

cik	string	required	SEC CIK number of the institution (e.g., "0001067983" for Berkshire Hathaway)
limit	integer	optional	Maximum results to return (default: 50, max: 100)
offset	integer	optional	Offset for pagination (default: 0)

Raw schema

{
  "type": "object",
  "properties": {
    "cik": {
      "type": "string",
      "description": "SEC CIK number of the institution (e.g., \"0001067983\" for Berkshire Hathaway)"
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 100,
      "default": 50,
      "description": "Maximum results to return (default: 50, max: 100)"
    },
    "offset": {
      "type": "integer",
      "minimum": 0,
      "description": "Offset for pagination (default: 0)"
    }
  },
  "required": [
    "cik"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_institution_activity

Get an institution's position changes over recent 13F periods by CIK. Reads the number of trailing periods to include.

Parameters2

cik	string	required	SEC CIK number of the institution
periods	number	optional	Number of trailing quarters to include (default: 4, max: 12)

Raw schema

{
  "type": "object",
  "properties": {
    "cik": {
      "type": "string",
      "description": "SEC CIK number of the institution"
    },
    "periods": {
      "type": "number",
      "minimum": 1,
      "maximum": 12,
      "description": "Number of trailing quarters to include (default: 4, max: 12)"
    }
  },
  "required": [
    "cik"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_institution_filings

Get the list of 13F filings for an institution by CIK, with pagination.

Parameters3

cik	string	required	SEC CIK number of the institution
limit	number	optional	Maximum results to return (default: 20, max: 50)
offset	number	optional	Offset for pagination (default: 0)

Raw schema

{
  "type": "object",
  "properties": {
    "cik": {
      "type": "string",
      "description": "SEC CIK number of the institution"
    },
    "limit": {
      "type": "number",
      "minimum": 1,
      "maximum": 50,
      "description": "Maximum results to return (default: 20, max: 50)"
    },
    "offset": {
      "type": "number",
      "minimum": 0,
      "description": "Offset for pagination (default: 0)"
    }
  },
  "required": [
    "cik"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_institution_derivatives

Get an institution's reported PUT/CALL derivative positions by CIK (13F options), with pagination and sorting.

Parameters6

cik	string	required	SEC CIK number of the institution
period	string	optional	Filing period to filter (e.g., "2025-Q1")
limit	number	optional	Maximum results to return (default: 20)
offset	number	optional	Offset for pagination (default: 0)
sortBy	string	optional	Column to sort by
sortOrder	string	optional	Sort direction

Raw schema

{
  "type": "object",
  "properties": {
    "cik": {
      "type": "string",
      "description": "SEC CIK number of the institution"
    },
    "period": {
      "type": "string",
      "description": "Filing period to filter (e.g., \"2025-Q1\")"
    },
    "limit": {
      "type": "number",
      "minimum": 1,
      "maximum": 100,
      "description": "Maximum results to return (default: 20)"
    },
    "offset": {
      "type": "number",
      "minimum": 0,
      "description": "Offset for pagination (default: 0)"
    },
    "sortBy": {
      "type": "string",
      "description": "Column to sort by"
    },
    "sortOrder": {
      "type": "string",
      "enum": [
        "asc",
        "desc"
      ],
      "description": "Sort direction"
    }
  },
  "required": [
    "cik"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_institution_portfolio_analytics

Get sector allocation and top holdings analytics for an institution's portfolio by CIK.

Parameters1

cik

string

required

SEC CIK number of the institution

Raw schema

{
  "type": "object",
  "properties": {
    "cik": {
      "type": "string",
      "description": "SEC CIK number of the institution"
    }
  },
  "required": [
    "cik"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_institutions_leaderboards

Two market-wide institution leaderboards in one call: topByAum (largest holders by assets under management, name-deduped) and mostActive (highest 13F position-change volume). No CIK required. For the full paginated AUM list use get_institution_top_aum.

Parameters1

limit

number

optional

Maximum results per section (default: 10, max: 50)

Raw schema

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "number",
      "minimum": 1,
      "maximum": 50,
      "description": "Maximum results per section (default: 10, max: 50)"
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_insider_transactions

Get detailed insider transaction history for a company from Form 4 filings. Returns individual buy/sell transactions with insider name, title, shares, price, and transaction codes. Supports pagination for companies with extensive insider activity. Filter by year/month to narrow results, or use transactionCode to find only purchases (P), sales (S), etc. Useful for identifying "first insider buy since X" patterns.

Parameters6

ticker	string	required	Stock ticker symbol (e.g., AAPL, TSLA)
limit	number	optional	Maximum results to return (default: 20, max: 100)
offset	number	optional	Offset for pagination (default: 0)
year	integer	optional	Filter by transaction year (e.g., 2025)
month	integer	optional	Filter by transaction month (1-12, requires year)
transactionCode	string	optional	Filter by SEC transaction code: P=Purchase, S=Sale, A=Grant/Award, M=Exercise/Conversion, F=Tax withholding, G=Gift, C=Conversion, W=Will, D=Disposition to issuer, etc.

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker symbol (e.g., AAPL, TSLA)"
    },
    "limit": {
      "type": "number",
      "minimum": 1,
      "maximum": 100,
      "description": "Maximum results to return (default: 20, max: 100)"
    },
    "offset": {
      "type": "number",
      "minimum": 0,
      "description": "Offset for pagination (default: 0)"
    },
    "year": {
      "type": "integer",
      "minimum": 2000,
      "maximum": 2100,
      "description": "Filter by transaction year (e.g., 2025)"
    },
    "month": {
      "type": "integer",
      "minimum": 1,
      "maximum": 12,
      "description": "Filter by transaction month (1-12, requires year)"
    },
    "transactionCode": {
      "type": "string",
      "minLength": 1,
      "maxLength": 1,
      "pattern": "^[A-Z]$",
      "description": "Filter by SEC transaction code: P=Purchase, S=Sale, A=Grant/Award, M=Exercise/Conversion, F=Tax withholding, G=Gift, C=Conversion, W=Will, D=Disposition to issuer, etc."
    }
  },
  "required": [
    "ticker"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_insider_cluster_buys

Detect cluster buying patterns for a company. Identifies periods where 3+ distinct insiders purchased shares within a 14-day window -- a strong bullish signal that often precedes positive corporate announcements or price appreciation.

Parameters1

ticker

string

required

Stock ticker symbol (e.g., AAPL, TSLA)

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker symbol (e.g., AAPL, TSLA)"
    }
  },
  "required": [
    "ticker"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_institution_top_aum

Discover top institutional holders across the entire company universe ranked by assets under management (AUM). Unlike get_ownership which shows institutions for a single company, this tool searches across all companies to find the largest institutional players. Optionally set a minimum AUM. Useful for identifying smart money flows and major institutional positioning trends.

Parameters3

minAum	number	optional	Minimum AUM in USD to filter institutions (e.g., 1000000000 for $1B+)
limit	number	optional	Maximum results to return (default: 25, max: 100)
offset	number	optional	Offset for pagination (default: 0)

Raw schema

{
  "type": "object",
  "properties": {
    "minAum": {
      "type": "number",
      "description": "Minimum AUM in USD to filter institutions (e.g., 1000000000 for $1B+)"
    },
    "limit": {
      "type": "number",
      "minimum": 1,
      "maximum": 100,
      "description": "Maximum results to return (default: 25, max: 100)"
    },
    "offset": {
      "type": "number",
      "minimum": 0,
      "description": "Offset for pagination (default: 0)"
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

search_institutions

Search institutional investors (13F filers) by name. Returns matching institutions with CIK, name, AUM, holdings count, and latest filing period. Use this to find a specific fund or investment manager when you know part of their name (e.g., "Vanguard", "BlackRock", "Citadel"). Results are ranked by AUM descending.

Parameters3

q	string	required	Search term (min 2 characters, e.g., "Vanguard", "BlackRock")
limit	number	optional	Maximum results to return (default: 25, max: 100)
offset	number	optional	Offset for pagination (default: 0)

Raw schema

{
  "type": "object",
  "properties": {
    "q": {
      "type": "string",
      "minLength": 2,
      "description": "Search term (min 2 characters, e.g., \"Vanguard\", \"BlackRock\")"
    },
    "limit": {
      "type": "number",
      "minimum": 1,
      "maximum": 100,
      "description": "Maximum results to return (default: 25, max: 100)"
    },
    "offset": {
      "type": "number",
      "minimum": 0,
      "description": "Offset for pagination (default: 0)"
    }
  },
  "required": [
    "q"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_insider_cross_company

Discover insider trading patterns across multiple companies. Unlike get_insiders which shows insider activity for a single ticker, this tool searches the entire universe to find insiders active across multiple companies, cluster buying patterns, and large transactions. Filter by insider name, transaction type, or date range. Useful for detecting coordinated insider activity, cross-company insider networks, and market-wide buying/selling trends.

Parameters6

insiderName	string	optional	Filter by insider name (partial match, e.g., "Musk" or "Cohen")
transactionType	string	optional	Filter by transaction type: "P" (purchase), "S" (sale), "A" (grant/award), "M" (conversion)
startDate	string	optional	Start date for transaction range in ISO format (e.g., "2025-01-01")
endDate	string	optional	End date for transaction range in ISO format (e.g., "2025-12-31")
limit	number	optional	Maximum results to return (default: 10, max: 100)
offset	number	optional	Offset for pagination (default: 0)

Raw schema

{
  "type": "object",
  "properties": {
    "insiderName": {
      "type": "string",
      "description": "Filter by insider name (partial match, e.g., \"Musk\" or \"Cohen\")"
    },
    "transactionType": {
      "type": "string",
      "description": "Filter by transaction type: \"P\" (purchase), \"S\" (sale), \"A\" (grant/award), \"M\" (conversion)"
    },
    "startDate": {
      "type": "string",
      "description": "Start date for transaction range in ISO format (e.g., \"2025-01-01\")"
    },
    "endDate": {
      "type": "string",
      "description": "End date for transaction range in ISO format (e.g., \"2025-12-31\")"
    },
    "limit": {
      "type": "number",
      "minimum": 1,
      "maximum": 100,
      "description": "Maximum results to return (default: 10, max: 100)"
    },
    "offset": {
      "type": "number",
      "minimum": 0,
      "description": "Offset for pagination (default: 0)"
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_compliance

Get full compliance rules evaluation for a company. Runs Nasdaq/NYSE deficiency detection, bid price tracking, and delinquent filing detection. Returns a comprehensive compliance picture combining SEC filing data, market data, and exchange rules. This is the most thorough compliance check available (25 credits).

Parameters1

ticker

string

required

Stock ticker symbol (e.g., AAPL, TSLA)

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker symbol (e.g., AAPL, TSLA)"
    }
  },
  "required": [
    "ticker"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

screen_companies

Screen companies by price range, volume, cash runway, float, shares outstanding, market cap, industry, listing exchange (NASDAQ/NYSE/AMEX), and float data source. Sort results by any sortable column. Returns matching companies with key metrics and pagination. Each row carries live trading-halt status (halted/haltCode/haltedAt; false/null when trading normally); pass excludeHalted=true to drop currently-halted tickers from the results.

Parameters21

country	string	optional	Company universe by issuer domicile: "US" (default), "CA" (Canadian companies via their US-OTC/US cross-listings), or "all"
industry	string	optional	Filter by company industry (exact match, e.g. "Biotechnology", "Software")
exchange	string	optional	Filter by listing exchange (exact match): NASDAQ, NYSE, or AMEX
minPrice	number	optional	Minimum latest price in USD
maxPrice	number	optional	Maximum latest price in USD
minVolume	number	optional	Minimum daily trading volume
maxVolume	number	optional	Maximum daily trading volume
minCashRunway	number	optional	Minimum estimated months of cash remaining
maxCashRunway	number	optional	Maximum estimated months of cash remaining
minFloat	number	optional	Minimum computed public float (shares)
maxFloat	number	optional	Maximum computed public float (shares)
minSharesOutstanding	number	optional	Minimum shares outstanding from SEC EDGAR
maxSharesOutstanding	number	optional	Maximum shares outstanding from SEC EDGAR
minMarketCapComputed	number	optional	Minimum market cap in USD (price * shares outstanding)
maxMarketCapComputed	number	optional	Maximum market cap in USD (price * shares outstanding)
floatSource	string	optional	Filter by float data source
sortBy	string	optional	Column to sort results by (default: volume)
sortOrder	string	optional	Sort direction (default: desc)
limit	number	optional	Maximum results per page (default: 25, max: 100)
offset	number	optional	Offset for pagination (default: 0)
excludeHalted	boolean	optional	When true, exclude tickers with a currently-active trading halt (regulatory or volatility) from the results. Default false — halted rows are included and carry halted/haltCode/haltedAt fields.

Raw schema

{
  "type": "object",
  "properties": {
    "country": {
      "type": "string",
      "enum": [
        "US",
        "CA",
        "all"
      ],
      "description": "Company universe by issuer domicile: \"US\" (default), \"CA\" (Canadian companies via their US-OTC/US cross-listings), or \"all\""
    },
    "industry": {
      "type": "string",
      "description": "Filter by company industry (exact match, e.g. \"Biotechnology\", \"Software\")"
    },
    "exchange": {
      "type": "string",
      "description": "Filter by listing exchange (exact match): NASDAQ, NYSE, or AMEX"
    },
    "minPrice": {
      "type": "number",
      "description": "Minimum latest price in USD"
    },
    "maxPrice": {
      "type": "number",
      "description": "Maximum latest price in USD"
    },
    "minVolume": {
      "type": "number",
      "description": "Minimum daily trading volume"
    },
    "maxVolume": {
      "type": "number",
      "description": "Maximum daily trading volume"
    },
    "minCashRunway": {
      "type": "number",
      "description": "Minimum estimated months of cash remaining"
    },
    "maxCashRunway": {
      "type": "number",
      "description": "Maximum estimated months of cash remaining"
    },
    "minFloat": {
      "type": "number",
      "description": "Minimum computed public float (shares)"
    },
    "maxFloat": {
      "type": "number",
      "description": "Maximum computed public float (shares)"
    },
    "minSharesOutstanding": {
      "type": "number",
      "description": "Minimum shares outstanding from SEC EDGAR"
    },
    "maxSharesOutstanding": {
      "type": "number",
      "description": "Maximum shares outstanding from SEC EDGAR"
    },
    "minMarketCapComputed": {
      "type": "number",
      "description": "Minimum market cap in USD (price * shares outstanding)"
    },
    "maxMarketCapComputed": {
      "type": "number",
      "description": "Maximum market cap in USD (price * shares outstanding)"
    },
    "floatSource": {
      "type": "string",
      "enum": [
        "computed",
        "sec_10k",
        "external"
      ],
      "description": "Filter by float data source"
    },
    "sortBy": {
      "type": "string",
      "enum": [
        "ticker",
        "price",
        "change_percent",
        "volume",
        "industry",
        "cash_runway_months",
        "shares_outstanding",
        "computed_float",
        "market_cap_computed",
        "updated_at"
      ],
      "description": "Column to sort results by (default: volume)"
    },
    "sortOrder": {
      "type": "string",
      "enum": [
        "asc",
        "desc"
      ],
      "description": "Sort direction (default: desc)"
    },
    "limit": {
      "type": "number",
      "minimum": 1,
      "maximum": 100,
      "description": "Maximum results per page (default: 25, max: 100)"
    },
    "offset": {
      "type": "number",
      "minimum": 0,
      "description": "Offset for pagination (default: 0)"
    },
    "excludeHalted": {
      "type": "boolean",
      "description": "When true, exclude tickers with a currently-active trading halt (regulatory or volatility) from the results. Default false — halted rows are included and carry halted/haltCode/haltedAt fields."
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_premarket_scan_history

Historical MARKET-WIDE premarket scan for a single PAST trade date. For the requested ET date, returns every ticker with that day's premarket (default) session volume and its relative volume (RVOL) vs the trailing 30-day same-session baseline — the SAME RVOL math as get_rvol_history, but across the whole market for one date instead of one ticker across many dates. Filter by RVOL, market cap, price, and float to backtest screens like "sub-$500M tickers with premarket RVOL > 5 on 2026-07-20" in one call. Rows are ranked by RVOL descending. A future or non-trading date returns an empty list with an explanatory reason (not an error). Every row also reports "baselineState" (why its RVOL is or is not null), "advRatio" (volume ÷ trailing 30-session average FULL-DAY volume) and "advDays"; set includeNoHistory=true to surface high-volume tickers that have no computable RVOL at all, such as first-session new listings. Each row ALSO publishes the RVOL denominator itself as "baselineVolume" (shares) plus a "baselineThin" flag (true when that denominator is under 200 shares): a 90x RVOL off a 1-share baseline is arithmetically correct and analytically worthless. That is almost entirely an asOfTime-basis effect (0.1% of full-session rows vs ~38% at the 04:30 cutoff, falling to ~9% by 09:15) and it skews to LIQUID LARGE CAPS that simply do not trade early, NOT to microcaps. Screen it out with minBaselineVolume and/or minSessionVolume. The response "meta" also reports asOfApplied / asOfIgnored / asOfIgnoredReason, so a time-of-day request that could not be honoured is visible instead of quietly returning full-session numbers. A price / market-cap / float filter can only be applied to a ticker company_screener_data holds a value for, so a just-renamed or just-listed symbol cannot be rated against it. Those rows are NEVER silently dropped: "meta.unscreened" always reports their count, the filter families involved and the tickers, and includeUnscreened=true returns them in "rows" tagged with "unscreenedFilters". Treat that tag as NOT MEASURED — the value is unknown, not out of range. Charged per your API tier.

Parameters17

date	string	required	REQUIRED past ET trade date to scan (YYYY-MM-DD). Future/non-trade dates return an empty list.
session	string	optional	Session bucket to scan (default premarket). "all" = full extended day.
minRvol	number	optional	Minimum RVOL (day session volume ÷ trailing 30-day baseline). Drops rows whose baseline is not yet warm.
includeNoHistory	boolean	optional	Also return the cohort minRvol structurally hides: tickers with NO computable RVOL. Two kinds, told apart by each row's "baselineState" — "no-history" (a new listing with no prior trading history at all, so RVOL is meaningless rather than merely missing; e.g. a stock that printed 20M shares on its first-ever session) and "no-cutoff-history" (an established ticker that simply never traded at this cutoff before — a genuine wake-up). Both come back with rvol=null and are ALWAYS ranked BELOW every real-RVOL row, ordered among themselves by "advRatio". Use "advRatio" (volume ÷ trailing 30-session average FULL-DAY volume, null when no full-day denominator exists) and "advDays" (its sample size) to size them — it is NOT an RVOL and is not comparable to one. Inert unless minRvol is set. Default false.
minMarketCap	number	optional	Minimum market cap in USD (market_cap_computed = price × shares outstanding).
maxMarketCap	number	optional	Maximum market cap in USD (e.g. 500000000 for sub-$500M).
minBaselineVolume	number	optional	Minimum RVOL DENOMINATOR in shares. Drops rows whose "baselineVolume" is below it, plus every row that has no baseline at all. This is the direct fix for a huge RVOL computed against a near-zero baseline (e.g. 102 shares ÷ a 1.2-share baseline = 87x on a $10B company that just does not trade at 04:30). Try 200 to match the "baselineThin" flag, or higher for a stricter screen. Does NOT change any RVOL — it only removes rows. Note it also excludes the includeNoHistory cohort, which by definition has no denominator.
minSessionVolume	number	optional	Minimum RVOL NUMERATOR in shares — the scanned session's own volume. Answers "did enough actually trade to be worth acting on?", where minBaselineVolume answers "is the comparison meaningful at all?". USE BOTH IF YOU MEAN BOTH: neither subsumes the other (a 1,000-share floor here cuts thin-baseline rows from ~26% to ~3%, yet a name with an 860-share baseline and 11.8M shares traded passes this and fails a baseline floor).
minPrice	number	optional	Minimum latest price in USD.
maxPrice	number	optional	Maximum latest price in USD.
minFloat	number	optional	Minimum public float (shares).
maxFloat	number	optional	Maximum public float (shares).
includeUnscreened	boolean	optional	Also return rows that could not be RATED against the price / market-cap / float bounds above, because company_screener_data holds no value for them — typically a symbol renamed or listed within the last day (the source is an FMP screener that lags a rename by ~a day). Each such row carries "unscreenedFilters" naming the families that could not be applied, and the matching value field is null. READ THAT AS NOT MEASURED — never as "matched" or "did not match". Default false, in which case those rows are excluded from "rows" but are STILL reported in meta.unscreened (count / columns / tickers), so they are never silently dropped. Inert unless a price, market-cap or float filter is supplied.
limit	integer	optional	Max rows to return (1–200, default 50). Rows are ranked by RVOL desc.
offset	integer	optional	Pagination offset (default 0).
asOfTime	string	optional	Optional TRUE time-of-day premarket basis. Any HH:MM ET premarket time; snapped to the nearest 15-minute grid cutoff (04:00–09:15, ties resolve to the earlier cutoff). When set, RVOL is cumulative premarket volume known BY that cutoff ÷ the trailing baselineDays (default 30) average of the SAME cutoff — a real time-of-day comparison, not the full 04:00–09:30 session. Each returned row carries a "basis" field: "asof-0700" (the snapped cutoff actually used) when a precomputed row exists, else "full-session" (automatic per-row fallback — the as-of series is forward-looking and may be sparse). Only applies to a premarket scan. Omit for full-session premarket volume. CHECK "meta.asOfApplied" (the SNAPPED cutoff actually used, or null) and "meta.asOfIgnored" / "meta.asOfIgnoredReason" ("date-not-covered" — the as-of grid has not been computed for this date, so the numbers are full-session; "non-premarket-session" — asOfTime only applies to a premarket scan; "unparseable"). Coverage is a set with HOLES that grows as the backfill runs, so do NOT assume any cutover date — read the meta per request. An unhonoured asOfTime is never an error, so this is the only reliable check. ALSO NOTE: this basis is where near-zero RVOL baselines come from — pair it with minBaselineVolume (see "baselineThin").
baselineDays	integer	optional	Rolling RVOL baseline window, in trading rows (same-session days). Default 30; values outside 20-250 are clamped. This is the DENOMINATOR window: every RVOL in the response is that period's volume divided by the average of the trailing N same-session (or same-cutoff) days, excluding the day itself. A SHORTER window tracks recent regime changes faster and is noisier; a LONGER one is smoother and slower to react. The warm-up lookback scales with it automatically, so a wide window is never under-filled into an inflated ratio; the minimum-warm-days gate (20 prior sessions) does NOT scale down, so at the 30-row default a ticker needs 20 of its last 30 sessions populated before rvol is non-null. Omit for the standard 30-day baseline; pass 90 for the pre-2026-09 window.

Raw schema

{
  "type": "object",
  "properties": {
    "date": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "REQUIRED past ET trade date to scan (YYYY-MM-DD). Future/non-trade dates return an empty list."
    },
    "session": {
      "type": "string",
      "enum": [
        "premarket",
        "regular",
        "afterhours",
        "all"
      ],
      "description": "Session bucket to scan (default premarket). \"all\" = full extended day."
    },
    "minRvol": {
      "type": "number",
      "description": "Minimum RVOL (day session volume ÷ trailing 30-day baseline). Drops rows whose baseline is not yet warm."
    },
    "includeNoHistory": {
      "type": "boolean",
      "description": "Also return the cohort minRvol structurally hides: tickers with NO computable RVOL. Two kinds, told apart by each row's \"baselineState\" — \"no-history\" (a new listing with no prior trading history at all, so RVOL is meaningless rather than merely missing; e.g. a stock that printed 20M shares on its first-ever session) and \"no-cutoff-history\" (an established ticker that simply never traded at this cutoff before — a genuine wake-up). Both come back with rvol=null and are ALWAYS ranked BELOW every real-RVOL row, ordered among themselves by \"advRatio\". Use \"advRatio\" (volume ÷ trailing 30-session average FULL-DAY volume, null when no full-day denominator exists) and \"advDays\" (its sample size) to size them — it is NOT an RVOL and is not comparable to one. Inert unless minRvol is set. Default false."
    },
    "minMarketCap": {
      "type": "number",
      "description": "Minimum market cap in USD (market_cap_computed = price × shares outstanding)."
    },
    "maxMarketCap": {
      "type": "number",
      "description": "Maximum market cap in USD (e.g. 500000000 for sub-$500M)."
    },
    "minBaselineVolume": {
      "type": "number",
      "description": "Minimum RVOL DENOMINATOR in shares. Drops rows whose \"baselineVolume\" is below it, plus every row that has no baseline at all. This is the direct fix for a huge RVOL computed against a near-zero baseline (e.g. 102 shares ÷ a 1.2-share baseline = 87x on a $10B company that just does not trade at 04:30). Try 200 to match the \"baselineThin\" flag, or higher for a stricter screen. Does NOT change any RVOL — it only removes rows. Note it also excludes the includeNoHistory cohort, which by definition has no denominator."
    },
    "minSessionVolume": {
      "type": "number",
      "description": "Minimum RVOL NUMERATOR in shares — the scanned session's own volume. Answers \"did enough actually trade to be worth acting on?\", where minBaselineVolume answers \"is the comparison meaningful at all?\". USE BOTH IF YOU MEAN BOTH: neither subsumes the other (a 1,000-share floor here cuts thin-baseline rows from ~26% to ~3%, yet a name with an 860-share baseline and 11.8M shares traded passes this and fails a baseline floor)."
    },
    "minPrice": {
      "type": "number",
      "description": "Minimum latest price in USD."
    },
    "maxPrice": {
      "type": "number",
      "description": "Maximum latest price in USD."
    },
    "minFloat": {
      "type": "number",
      "description": "Minimum public float (shares)."
    },
    "maxFloat": {
      "type": "number",
      "description": "Maximum public float (shares)."
    },
    "includeUnscreened": {
      "type": "boolean",
      "description": "Also return rows that could not be RATED against the price / market-cap / float bounds above, because company_screener_data holds no value for them — typically a symbol renamed or listed within the last day (the source is an FMP screener that lags a rename by ~a day). Each such row carries \"unscreenedFilters\" naming the families that could not be applied, and the matching value field is null. READ THAT AS NOT MEASURED — never as \"matched\" or \"did not match\". Default false, in which case those rows are excluded from \"rows\" but are STILL reported in meta.unscreened (count / columns / tickers), so they are never silently dropped. Inert unless a price, market-cap or float filter is supplied."
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 200,
      "description": "Max rows to return (1–200, default 50). Rows are ranked by RVOL desc."
    },
    "offset": {
      "type": "integer",
      "minimum": 0,
      "description": "Pagination offset (default 0)."
    },
    "asOfTime": {
      "type": "string",
      "pattern": "^\\d{2}:\\d{2}$",
      "description": "Optional TRUE time-of-day premarket basis. Any HH:MM ET premarket time; snapped to the nearest 15-minute grid cutoff (04:00–09:15, ties resolve to the earlier cutoff). When set, RVOL is cumulative premarket volume known BY that cutoff ÷ the trailing baselineDays (default 30) average of the SAME cutoff — a real time-of-day comparison, not the full 04:00–09:30 session. Each returned row carries a \"basis\" field: \"asof-0700\" (the snapped cutoff actually used) when a precomputed row exists, else \"full-session\" (automatic per-row fallback — the as-of series is forward-looking and may be sparse). Only applies to a premarket scan. Omit for full-session premarket volume. CHECK \"meta.asOfApplied\" (the SNAPPED cutoff actually used, or null) and \"meta.asOfIgnored\" / \"meta.asOfIgnoredReason\" (\"date-not-covered\" — the as-of grid has not been computed for this date, so the numbers are full-session; \"non-premarket-session\" — asOfTime only applies to a premarket scan; \"unparseable\"). Coverage is a set with HOLES that grows as the backfill runs, so do NOT assume any cutover date — read the meta per request. An unhonoured asOfTime is never an error, so this is the only reliable check. ALSO NOTE: this basis is where near-zero RVOL baselines come from — pair it with minBaselineVolume (see \"baselineThin\")."
    },
    "baselineDays": {
      "type": "integer",
      "minimum": 20,
      "maximum": 250,
      "description": "Rolling RVOL baseline window, in trading rows (same-session days). Default 30; values outside 20-250 are clamped. This is the DENOMINATOR window: every RVOL in the response is that period's volume divided by the average of the trailing N same-session (or same-cutoff) days, excluding the day itself. A SHORTER window tracks recent regime changes faster and is noisier; a LONGER one is smoother and slower to react. The warm-up lookback scales with it automatically, so a wide window is never under-filled into an inflated ratio; the minimum-warm-days gate (20 prior sessions) does NOT scale down, so at the 30-row default a ticker needs 20 of its last 30 sessions populated before rvol is non-null. Omit for the standard 30-day baseline; pass 90 for the pre-2026-09 window."
    }
  },
  "required": [
    "date"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_split_history

Get stock split history for a company including forward and reverse splits with dates, ratios, type classification, and cumulative 2-year reverse split ratio. Relevant for NASDAQ/NYSE minimum bid-price compliance (1:250 cumulative reverse-split cap). IMPORTANT: `cumulativeReverseSplitRatio2yr` is null when it CANNOT BE STATED, which is NOT the same as no reverse splits — read `cumulativeWithheldReason` to tell them apart. `unconfirmed_splits_in_window` means at least one in-window reverse split is evidenced by only one source, so no cumulative is defensible: the confirmed splits alone would understate it, and understating a cumulative can put an issuer that breaches the 1:250 cap under it. Each row also carries `confirmed`; a `confirmed: false` split appears only in the announcement calendar, which retains every announcement and retracts none, so it is usually an amended or superseded announcement and occasionally a real split the effected-splits ledger missed. Both are returned. `ratioDisplay` and `type` are likewise null for a ratio whose exact factor cannot be determined.

Parameters1

ticker

string

required

Stock ticker symbol (e.g., AAPL, TSLA)

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker symbol (e.g., AAPL, TSLA)"
    }
  },
  "required": [
    "ticker"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_etf_bundle

Get aggregated ETF data in a single call. Combines multiple data sources (profile, holdings, sector weightings, country exposure, performance, news, analyst coverage, and comparables) into one response. Each data type is cached independently. Specify which types to include or omit to get above-the-fold defaults (profile, stock-summary, holdings, sectors).

Parameters2

ticker	string	required	ETF ticker symbol (e.g., SPY, QQQ, IWM)
include	string	optional	Comma-separated list of data types to include. Available: profile,holdings,sectors,countries,stock-summary,performance,news,analyst,comparables. Default (when omitted): profile,stock-summary,holdings,sectors

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "ETF ticker symbol (e.g., SPY, QQQ, IWM)"
    },
    "include": {
      "type": "string",
      "description": "Comma-separated list of data types to include. Available: profile,holdings,sectors,countries,stock-summary,performance,news,analyst,comparables. Default (when omitted): profile,stock-summary,holdings,sectors"
    }
  },
  "required": [
    "ticker"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_politicians

List and search congressional politicians who have STOCK Act trading disclosures. Filter by party (D/R/I), state, or search by name. Returns paginated results with trade counts, last trade date, and net buy/sell direction over the trailing 12 months.

Parameters7

search	string	optional	Search by politician name (partial match)
party	string	optional	Filter by party: 'D' (Democrat), 'R' (Republican), 'I' (Independent)
state	string	optional	Filter by US state (2-letter code, e.g. "CA", "TX")
sortBy	string	optional	Sort field (default: 'last_trade')
sortOrder	string	optional	Sort direction (default: 'desc')
limit	number	optional	Maximum results to return (default: 10, max: 100)
offset	number	optional	Pagination offset (default: 0)

Raw schema

{
  "type": "object",
  "properties": {
    "search": {
      "type": "string",
      "description": "Search by politician name (partial match)"
    },
    "party": {
      "type": "string",
      "enum": [
        "D",
        "R",
        "I"
      ],
      "description": "Filter by party: 'D' (Democrat), 'R' (Republican), 'I' (Independent)"
    },
    "state": {
      "type": "string",
      "maxLength": 2,
      "description": "Filter by US state (2-letter code, e.g. \"CA\", \"TX\")"
    },
    "sortBy": {
      "type": "string",
      "enum": [
        "name",
        "last_trade",
        "total_trades"
      ],
      "description": "Sort field (default: 'last_trade')"
    },
    "sortOrder": {
      "type": "string",
      "enum": [
        "asc",
        "desc"
      ],
      "description": "Sort direction (default: 'desc')"
    },
    "limit": {
      "type": "number",
      "minimum": 1,
      "maximum": 100,
      "description": "Maximum results to return (default: 10, max: 100)"
    },
    "offset": {
      "type": "number",
      "minimum": 0,
      "description": "Pagination offset (default: 0)"
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_politician_detail

Get the full profile for a politician including party, state, chamber, trade statistics, filing delay metrics, most traded sector, and their 10 most recent transactions. Use get_politicians first to find the slug (e.g. "sen-nancy-pelosi").

Parameters1

slug

string

required

Politician URL slug (e.g., "sen-nancy-pelosi", "sen-tommy-tuberville")

Raw schema

{
  "type": "object",
  "properties": {
    "slug": {
      "type": "string",
      "description": "Politician URL slug (e.g., \"sen-nancy-pelosi\", \"sen-tommy-tuberville\")"
    }
  },
  "required": [
    "slug"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_politician_transactions

Get paginated trade history for a specific politician. Returns individual STOCK Act disclosures with ticker, transaction type, amount range, filing delay, and late filing flag. Includes a summary with total buys/sells and net value.

Parameters6

slug	string	required	Politician URL slug (e.g., "sen-nancy-pelosi")
type	string	optional	Filter by transaction type: 'Purchase' or 'Sale'
sortBy	string	optional	Sort field (default: 'date')
sortOrder	string	optional	Sort direction (default: 'desc')
limit	number	optional	Maximum results to return (default: 50, max: 100)
offset	number	optional	Pagination offset (default: 0)

Raw schema

{
  "type": "object",
  "properties": {
    "slug": {
      "type": "string",
      "description": "Politician URL slug (e.g., \"sen-nancy-pelosi\")"
    },
    "type": {
      "type": "string",
      "enum": [
        "Purchase",
        "Sale"
      ],
      "description": "Filter by transaction type: 'Purchase' or 'Sale'"
    },
    "sortBy": {
      "type": "string",
      "enum": [
        "date",
        "amount"
      ],
      "description": "Sort field (default: 'date')"
    },
    "sortOrder": {
      "type": "string",
      "enum": [
        "asc",
        "desc"
      ],
      "description": "Sort direction (default: 'desc')"
    },
    "limit": {
      "type": "number",
      "minimum": 1,
      "maximum": 100,
      "description": "Maximum results to return (default: 50, max: 100)"
    },
    "offset": {
      "type": "number",
      "minimum": 0,
      "description": "Pagination offset (default: 0)"
    }
  },
  "required": [
    "slug"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_politician_activity

Get activity metrics for a politician broken down by period (30d, 90d, 1y, all-time). Includes buy/sell counts and values per period, most traded tickers (top 10), and transaction type breakdown. Useful for analyzing trading patterns over time.

Parameters1

slug

string

required

Politician URL slug (e.g., "sen-nancy-pelosi")

Raw schema

{
  "type": "object",
  "properties": {
    "slug": {
      "type": "string",
      "description": "Politician URL slug (e.g., \"sen-nancy-pelosi\")"
    }
  },
  "required": [
    "slug"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_politicians_most_active

Discover the most active congressional traders ranked by trade count within a lookback period. Returns each politician with trade count, tickers traded, buy/sell values, and top tickers. Useful for identifying the most prolific political traders.

Parameters2

period	string	optional	Lookback period (default: '90d')
limit	number	optional	Maximum results to return (default: 10, max: 50)

Raw schema

{
  "type": "object",
  "properties": {
    "period": {
      "type": "string",
      "enum": [
        "30d",
        "90d",
        "1y",
        "all"
      ],
      "description": "Lookback period (default: '90d')"
    },
    "limit": {
      "type": "number",
      "minimum": 1,
      "maximum": 50,
      "description": "Maximum results to return (default: 10, max: 50)"
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_politician_recent_trades

Get recent STOCK Act trades across all politicians. Each trade includes the senator info, ticker, transaction type, amount, and filing delay. Filter by direction (buy/sell) and lookback period. Useful for monitoring current congressional trading activity.

Parameters4

days	number	optional	Lookback period in days (default: 30, max: 365)
direction	string	optional	Filter by direction: 'buy' or 'sell'
limit	number	optional	Maximum results to return (default: 50, max: 100)
offset	number	optional	Pagination offset (default: 0)

Raw schema

{
  "type": "object",
  "properties": {
    "days": {
      "type": "number",
      "minimum": 1,
      "maximum": 365,
      "description": "Lookback period in days (default: 30, max: 365)"
    },
    "direction": {
      "type": "string",
      "enum": [
        "buy",
        "sell"
      ],
      "description": "Filter by direction: 'buy' or 'sell'"
    },
    "limit": {
      "type": "number",
      "minimum": 1,
      "maximum": 100,
      "description": "Maximum results to return (default: 50, max: 100)"
    },
    "offset": {
      "type": "number",
      "minimum": 0,
      "description": "Pagination offset (default: 0)"
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_politician_disclosures

Per-DISCLOSURE feed of politician trades: one item per congressional STOCK Act periodic transaction report (PTR) or executive-branch OGE Form 278-T that contains at least one trade whose bracket LOWER bound is >= minAmount. Each item carries the politician, filing link, filing delay, and ALL trades of the report sorted largest bracket first, with qualifyingTradeCount for how many clear the threshold. Built for polling: pass the returned nextCursor back as `since` and each disclosure is returned exactly once (for the same minAmount and kinds); keep nextCursor even when items is empty, and call again at once when hasMore is true. Without `since` only disclosures that became complete in the last 48h are returned. A report is emitted only after no new row of it has arrived for a settle window (~8h), so items lag the filing by hours. Render amountRange (the filed bracket); amountMin null means the bracket was not parsed (never $0), amountMax null means "Over $50,000,000" or unparsed, ticker null means a non-equity asset.

Parameters4

since	string	optional	Opaque cursor: the nextCursor from a previous call, verbatim. Omit only on the first call.
limit	integer	optional	Maximum disclosures to return (default: 50, max: 100)
minAmount	integer	optional	USD threshold compared to each trade's bracket lower bound (default: 50001). A disclosure qualifies when ANY of its trades meets it.
kinds	array	optional	Which disclosure kinds to include (default: both). 'congressional' = STOCK Act PTRs (Senate + House), 'executive' = OGE 278-T (Cabinet-level officials).

Raw schema

{
  "type": "object",
  "properties": {
    "since": {
      "type": "string",
      "description": "Opaque cursor: the nextCursor from a previous call, verbatim. Omit only on the first call."
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 100,
      "description": "Maximum disclosures to return (default: 50, max: 100)"
    },
    "minAmount": {
      "type": "integer",
      "minimum": 1,
      "description": "USD threshold compared to each trade's bracket lower bound (default: 50001). A disclosure qualifies when ANY of its trades meets it."
    },
    "kinds": {
      "type": "array",
      "items": {
        "type": "string",
        "enum": [
          "congressional",
          "executive"
        ]
      },
      "minItems": 1,
      "description": "Which disclosure kinds to include (default: both). 'congressional' = STOCK Act PTRs (Senate + House), 'executive' = OGE 278-T (Cabinet-level officials)."
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_politician_late_filers

Get STOCK Act late filing violations -- trades where the disclosure was filed more than 45 days after the transaction (a legal violation). Sorted by filing delay descending. Useful for identifying politicians with poor disclosure compliance.

Parameters3

days	number	optional	Lookback period in days (default: 180, max: 730)
limit	number	optional	Maximum results to return (default: 10, max: 50)
offset	number	optional	Pagination offset (default: 0)

Raw schema

{
  "type": "object",
  "properties": {
    "days": {
      "type": "number",
      "minimum": 1,
      "maximum": 730,
      "description": "Lookback period in days (default: 180, max: 730)"
    },
    "limit": {
      "type": "number",
      "minimum": 1,
      "maximum": 50,
      "description": "Maximum results to return (default: 10, max: 50)"
    },
    "offset": {
      "type": "number",
      "minimum": 0,
      "description": "Pagination offset (default: 0)"
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_politician_committees

Get committee assignments for a politician including committee name, chamber, role (Chair, Ranking Member, etc.), and subcommittee memberships. Use to correlate trading activity with committee oversight areas. Requires a politician slug (e.g. "sen-nancy-pelosi") -- use get_politicians first to find the slug.

Parameters1

slug

string

required

Politician URL slug (e.g., "sen-nancy-pelosi", "rep-nancy-pelosi")

Raw schema

{
  "type": "object",
  "properties": {
    "slug": {
      "type": "string",
      "description": "Politician URL slug (e.g., \"sen-nancy-pelosi\", \"rep-nancy-pelosi\")"
    }
  },
  "required": [
    "slug"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_politician_votes

Get voting records for a politician by slug. Returns congressional votes with bill info, position (Yea/Nay/Not Voting), and result. Useful for assessing alignment between a politician's votes and their trading positions. Requires Bioguide ID resolution.

Parameters3

slug	string	required	Politician URL slug (e.g., "sen-nancy-pelosi")
limit	number	optional	Maximum results to return (default: 10, max: 100)
offset	number	optional	Pagination offset (default: 0)

Raw schema

{
  "type": "object",
  "properties": {
    "slug": {
      "type": "string",
      "description": "Politician URL slug (e.g., \"sen-nancy-pelosi\")"
    },
    "limit": {
      "type": "number",
      "minimum": 1,
      "maximum": 100,
      "description": "Maximum results to return (default: 10, max: 100)"
    },
    "offset": {
      "type": "number",
      "minimum": 0,
      "description": "Pagination offset (default: 0)"
    }
  },
  "required": [
    "slug"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_politician_pnl

Get estimated realized + unrealized profit & loss for a politician. Methodology: each disclosed trade amount range is converted to an estimated share count using the stock's historical market price on the transaction date, then FIFO-matched on SHARES (realized = (sellPrice − buyPrice) × matched shares); open positions are marked to the current price for unrealized P&L. Works for Congress (sen-/rep-) AND executive branch (exec-) officials. Response includes a `totals` object (estimatedRealizedPnl, estimatedUnrealizedPnl, winRate, realizedTrades, tickersTraded) and a `byTicker[]` breakdown (estimatedShares, avgCostBasis, currentPrice, realizedPnl, unrealizedPnl, unrealizedPnlPercent) — byTicker open positions double as the estimated holdings. All figures are ESTIMATES (±25-40% from disclosure bracket width). Use get_politicians first to find the slug.

Parameters1

slug

string

required

Politician URL slug — congressional ("sen-nancy-pelosi", "rep-...") or executive ("exec-trump-donald-j")

Raw schema

{
  "type": "object",
  "properties": {
    "slug": {
      "type": "string",
      "description": "Politician URL slug — congressional (\"sen-nancy-pelosi\", \"rep-...\") or executive (\"exec-trump-donald-j\")"
    }
  },
  "required": [
    "slug"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_politicians_pnl_leaderboard

Rank politicians (Congress + executive branch) by estimated trading P&L across the universe. Sort by total P&L, win rate, or traded volume. P&L uses price-adjusted share estimation: disclosed amount ranges → estimated shares via historical price → FIFO on shares → open positions marked to current price. Figures are ESTIMATES (±25-40% from disclosure bracket width).

Parameters3

sortBy	string	optional	Sort field (default: 'pnl')
limit	number	optional	Maximum results to return (default: 25, max: 100)
offset	number	optional	Pagination offset (default: 0)

Raw schema

{
  "type": "object",
  "properties": {
    "sortBy": {
      "type": "string",
      "enum": [
        "pnl",
        "winRate",
        "volume"
      ],
      "description": "Sort field (default: 'pnl')"
    },
    "limit": {
      "type": "number",
      "minimum": 1,
      "maximum": 100,
      "description": "Maximum results to return (default: 25, max: 100)"
    },
    "offset": {
      "type": "number",
      "minimum": 0,
      "description": "Pagination offset (default: 0)"
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_politician_roles

Get committee leadership roles (Chair, Ranking Member, etc.) for a politician. Use get_politicians first to find the slug.

Parameters1

slug

string

required

Politician URL slug (e.g., "sen-nancy-pelosi")

Raw schema

{
  "type": "object",
  "properties": {
    "slug": {
      "type": "string",
      "description": "Politician URL slug (e.g., \"sen-nancy-pelosi\")"
    }
  },
  "required": [
    "slug"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_recent_congressional_votes

Get recent congressional roll-call votes across all members, sourced from GovTrack (both chambers as available — currently Senate-heavy). Each vote includes member, bill info, position, and result.

Parameters2

limit	number	optional	Maximum results to return (default: 50, max: 100)
offset	number	optional	Pagination offset (default: 0)

Raw schema

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "number",
      "minimum": 1,
      "maximum": 100,
      "description": "Maximum results to return (default: 50, max: 100)"
    },
    "offset": {
      "type": "number",
      "minimum": 0,
      "description": "Pagination offset (default: 0)"
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_recently_sponsored_bills

Get the most recently introduced bills across all congressional sponsors. Each bill includes the sponsor block (bioguideId, fullName, party, state, politicianSlug) so persona agents can link directly to the sponsor detail page. politicianSlug is null when the sponsor is no longer in the active roster (typically ex-members). Requires CONGRESS_API_KEY on the backend.

Parameters3

limit	number	optional	Maximum bills to return (default: 10, max: 50)
congress	number	optional	Congress number to filter (default: 119 for current session)
offset	number	optional	Pagination offset (default: 0)

Raw schema

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "number",
      "minimum": 1,
      "maximum": 50,
      "description": "Maximum bills to return (default: 10, max: 50)"
    },
    "congress": {
      "type": "number",
      "description": "Congress number to filter (default: 119 for current session)"
    },
    "offset": {
      "type": "number",
      "minimum": 0,
      "description": "Pagination offset (default: 0)"
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_political_sector_rotation

Which market SECTORS politicians have been trading in over a trailing window. Aggregates congressional + executive trades by sector and returns, per sector: trade count, total dollar volume, number of distinct politicians, and the top tickers. Use it to see where political trading activity is concentrating (e.g. "politicians piled into Energy this month"). Sort by count or dollar volume.

Parameters4

sortBy	string	optional	Rank sectors by trade count or summed dollar volume (default: count)
windowDays	number	optional	Lookback window in days (default: 30, max: 90)
chamber	string	optional	Optional chamber filter (default: all chambers merged)
limit	number	optional	Top-N sectors to return (default: 15, max: 30)

Raw schema

{
  "type": "object",
  "properties": {
    "sortBy": {
      "type": "string",
      "enum": [
        "count",
        "volume"
      ],
      "description": "Rank sectors by trade count or summed dollar volume (default: count)"
    },
    "windowDays": {
      "type": "number",
      "minimum": 1,
      "maximum": 90,
      "description": "Lookback window in days (default: 30, max: 90)"
    },
    "chamber": {
      "type": "string",
      "enum": [
        "senate",
        "house",
        "executive"
      ],
      "description": "Optional chamber filter (default: all chambers merged)"
    },
    "limit": {
      "type": "number",
      "minimum": 1,
      "maximum": 30,
      "description": "Top-N sectors to return (default: 15, max: 30)"
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_senate_trades_by_ticker

Reverse lookup — find which politicians recently traded a given TICKER. Returns recent STOCK Act disclosures for that symbol with politician info, transaction type, and amount.

Parameters3

ticker	string	required	Stock ticker symbol (e.g., "AAPL", "NVDA")
limit	number	optional	Maximum results to return (default: 50, max: 100)
offset	number	optional	Pagination offset (default: 0)

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker symbol (e.g., \"AAPL\", \"NVDA\")"
    },
    "limit": {
      "type": "number",
      "minimum": 1,
      "maximum": 100,
      "description": "Maximum results to return (default: 50, max: 100)"
    },
    "offset": {
      "type": "number",
      "minimum": 0,
      "description": "Pagination offset (default: 0)"
    }
  },
  "required": [
    "ticker"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_cash_position

Get the Signal8 cash position model for a company, derived from the dilution snapshot pipeline: anchor cash and anchor date, monthly burn, post-anchor capital raises (with SEC filing citations), known outflows, estimated current cash and runway months. Use when analyzing a company's current cash situation, runway, or capital raise activity. ALWAYS RETURNS 200 — read `available` and `reason`, never the HTTP status: coverage is partial, so `available: false` with reason `snapshot_not_generated` means THIS COMPANY HAS NOT BEEN ANALYSED YET, which is different from it having no cash data and different from an outage (an outage is a 5xx). Never report a company as having no cash or no runway on the strength of an unavailable response. The `scenarios` envelope is preserved for compatibility but only `scenarios.closed` is populated: `pending` and `announced` are null with reason `scenario_not_modelled` because the extraction records only REALIZED cash-raising events and never models speculative raises. Do not infer them from shelf or ATM capacity. Included in Signal8 Pro (403 FEATURE_NOT_AVAILABLE, requiredTier "pro", without it). That is a tier upgrade, not an add-on purchase — the add-on is no longer sold.

Parameters1

ticker

string

required

Stock ticker symbol (e.g., "AAPL", "TSLA")

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker symbol (e.g., \"AAPL\", \"TSLA\")"
    }
  },
  "required": [
    "ticker"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_cash_history

Get up to 10 years of quarterly cash position history from SEC XBRL filings (data.sec.gov company-facts). Returns an array of {periodEnd, usd, formType, isAnnual} sorted chronologically. Deduped by period with annual filings preferred over quarterly. Not feature-gated — works for any company with SEC filings.

Parameters1

ticker

string

required

Stock ticker symbol (e.g., "AAPL", "TSLA")

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker symbol (e.g., \"AAPL\", \"TSLA\")"
    }
  },
  "required": [
    "ticker"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

screen_must_raise

Find companies with imminent capital raise needs based on estimated cash runway. Defaults to companies with less than 6 months of cash remaining, sorted by urgency (lowest runway first). Useful for identifying distressed companies, imminent dilution situations, or potential financing catalysts. Runway is estimated from current burn rate.

Parameters4

maxMonths	number	optional	Maximum months of cash runway to filter by (default: 6)
industry	string	optional	Filter by company industry (exact match, e.g. "Biotechnology", "Software")
limit	number	optional	Maximum results to return (default: 25, max: 100)
offset	number	optional	Offset for pagination (default: 0)

Raw schema

{
  "type": "object",
  "properties": {
    "maxMonths": {
      "type": "number",
      "minimum": 1,
      "maximum": 120,
      "description": "Maximum months of cash runway to filter by (default: 6)"
    },
    "industry": {
      "type": "string",
      "description": "Filter by company industry (exact match, e.g. \"Biotechnology\", \"Software\")"
    },
    "limit": {
      "type": "number",
      "minimum": 1,
      "maximum": 100,
      "description": "Maximum results to return (default: 25, max: 100)"
    },
    "offset": {
      "type": "number",
      "minimum": 0,
      "description": "Offset for pagination (default: 0)"
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_cash_runway_calendar

Find companies projected to run out of cash within a date window. Similar to lockup expiration calendars but for cash depletion events. Returns companies sorted by urgency (lowest runway first). Runway is an estimate based on current burn rate — actual depletion depends on future capital raises and operational changes. Default window is today to 90 days out.

Parameters5

from	string	optional	Start date (YYYY-MM-DD, default: today)
to	string	optional	End date (YYYY-MM-DD, default: today + 90 days)
industry	string	optional	Filter by company industry (exact match, e.g. "Biotechnology")
limit	number	optional	Maximum results to return (default: 25, max: 100)
offset	number	optional	Offset for pagination (default: 0)

Raw schema

{
  "type": "object",
  "properties": {
    "from": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Start date (YYYY-MM-DD, default: today)"
    },
    "to": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "End date (YYYY-MM-DD, default: today + 90 days)"
    },
    "industry": {
      "type": "string",
      "description": "Filter by company industry (exact match, e.g. \"Biotechnology\")"
    },
    "limit": {
      "type": "number",
      "minimum": 1,
      "maximum": 100,
      "description": "Maximum results to return (default: 25, max: 100)"
    },
    "offset": {
      "type": "number",
      "minimum": 0,
      "description": "Offset for pagination (default: 0)"
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_dilution_coverage

Cheap pre-check (1 credit) for whether Signal8 holds a dilution analysis for a company: coverage status (verified / stale / not_covered), extraction state (never_extracted / running / failed / timeout / complete), last attempt and last success timestamps, the coverage tier, and whether the ticker is out of scope. CALL THIS FIRST before the expensive dilution tools — it answers "is there anything to fetch" for a fraction of the cost. ALWAYS RETURNS 200 — read `available` and `reason`, never the HTTP status. Coverage is partial: `not_covered` means THIS COMPANY HAS NOT BEEN ANALYSED YET, which is different from it having no dilution and different from an outage (an outage is a 5xx). Never report a company as having no dilution on the strength of an unavailable response. An `outOfScope` ticker is a statement about the PRODUCT (dilution analysis covers small-cap issuers only) and says NOTHING about that company's dilution — do not report a large-cap as having no dilution because it is out of scope. A `stale` status means the analysis is real but predates recent filings. NULL, absent or withheld means NOT MEASURED — it NEVER means "no dilution", "no warrants", "no shelf" or zero. A numeric 0 is a MEASURED zero and defeats a null check, so decide from the accompanying availability/withheld/reason field, never from the value itself. If a figure is absent, say it was not measured; do not describe the company as having none of that instrument. Included in Signal8 Pro — without it the call returns 403 with code FEATURE_NOT_AVAILABLE and `requiredTier: "pro"`. That is a subscription-tier upgrade, not an add-on purchase; there is no separate add-on to buy.

Parameters1

ticker

string

required

Stock ticker symbol (e.g., "MNTS", "VNRX")

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker symbol (e.g., \"MNTS\", \"VNRX\")"
    }
  },
  "required": [
    "ticker"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_dilution_risk

Get the dilution pressure score (5 credits): a 0-100 score with its seven-component breakdown (shelf capacity, ATM/equity-line capacity, warrants in the money, convertible proximity, cash burn urgency, historical dilution, toxic financing), plus four risk levels — overall, offering ability, overhead supply, cash need. 🔴 THE SCORE IS MEANINGLESS WITHOUT `scoreMaxMeasured` AND `scoreWithheldReason`: components whose inputs could not be measured are DROPPED FROM THE DENOMINATOR, so a score of 58 may be 58 out of 85, not out of 100. Always report it as `score`/`scoreMaxMeasured` and name the excluded components from `scoreUnmeasuredComponents`; NEVER rescale it to /100, and never treat a low numerator as a low-risk finding. A non-null `scoreWithheldReason` (e.g. `unmeasured_score_components`, `unquantified_live_instruments`, `no_dilution_snapshot`) means there is NO score — not a score of zero. 🔴 WHEN `levelsAreLowerBound` IS TRUE THE LEVELS ARE FLOORS, NOT MEASUREMENTS: a "medium" then means AT LEAST medium, because instruments that could not be quantified were excluded from the sum. State it as a lower bound; presenting a floor as a measurement understates the risk of a named issuer. ALWAYS RETURNS 200 — read `available` and `reason`, never the HTTP status. Coverage is partial: `not_covered` means THIS COMPANY HAS NOT BEEN ANALYSED YET, which is different from it having no dilution and different from an outage (an outage is a 5xx). Never report a company as having no dilution on the strength of an unavailable response. NULL, absent or withheld means NOT MEASURED — it NEVER means "no dilution", "no warrants", "no shelf" or zero. A numeric 0 is a MEASURED zero and defeats a null check, so decide from the accompanying availability/withheld/reason field, never from the value itself. If a figure is absent, say it was not measured; do not describe the company as having none of that instrument. Figures are as of `meta.asOfDate`, from filings read through `meta.filingsThrough` — a stale as-of date means the answer predates anything filed since, not that nothing has happened. Share counts are rebased onto a single split basis; a row that cannot be rebased is omitted and counted rather than published on a mixed basis. Included in Signal8 Pro — without it the call returns 403 with code FEATURE_NOT_AVAILABLE and `requiredTier: "pro"`. That is a subscription-tier upgrade, not an add-on purchase; there is no separate add-on to buy.

Parameters1

ticker

string

required

Stock ticker symbol (e.g., "MNTS", "VNRX")

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker symbol (e.g., \"MNTS\", \"VNRX\")"
    }
  },
  "required": [
    "ticker"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_dilution_snapshot

Get the dilution snapshot header (25 credits — the most expensive tool here): summary totals (potential new shares and their percentage of shares outstanding, per-family share totals), the cash position (anchor cash, monthly burn, estimated current cash, runway months), the float block, and `meta` provenance. DOES NOT INCLUDE INSTRUMENT ROWS — call get_dilution_instruments per family for those, and call get_dilution_coverage first to avoid paying 25 credits for an uncovered ticker. 🔴 FLOAT: a declined float block (`available: false`) carries the read tier's `reason` and, when the extraction recorded a veto, a `refusal` object whose `withheldReason` is the exact value get_float serves — read that, not the bare reason, when reconciling the two. 🔴 FLOAT: when `floatWithheldReason` is non-null the tradeable float was NOT MEASURED and must not be stated as a number. `tradeableFloatCeiling` is an UPPER BOUND ("at most X"), NOT a float — never feed it to a market capitalisation, a percent-of-float, a short-interest ratio or a comparison; render it with a ≤ and say it is a bound. 🔴 RUNWAY: a runway figure beside `goingConcern: true` is a contradiction the issuer's own auditors have flagged — report both, never the runway alone. ALWAYS RETURNS 200 — read `available` and `reason`, never the HTTP status. Coverage is partial: `not_covered` means THIS COMPANY HAS NOT BEEN ANALYSED YET, which is different from it having no dilution and different from an outage (an outage is a 5xx). Never report a company as having no dilution on the strength of an unavailable response. NULL, absent or withheld means NOT MEASURED — it NEVER means "no dilution", "no warrants", "no shelf" or zero. A numeric 0 is a MEASURED zero and defeats a null check, so decide from the accompanying availability/withheld/reason field, never from the value itself. If a figure is absent, say it was not measured; do not describe the company as having none of that instrument. Figures are as of `meta.asOfDate`, from filings read through `meta.filingsThrough` — a stale as-of date means the answer predates anything filed since, not that nothing has happened. Share counts are rebased onto a single split basis; a row that cannot be rebased is omitted and counted rather than published on a mixed basis. Included in Signal8 Pro — without it the call returns 403 with code FEATURE_NOT_AVAILABLE and `requiredTier: "pro"`. That is a subscription-tier upgrade, not an add-on purchase; there is no separate add-on to buy.

Parameters1

ticker

string

required

Stock ticker symbol (e.g., "MNTS", "VNRX")

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker symbol (e.g., \"MNTS\", \"VNRX\")"
    }
  },
  "required": [
    "ticker"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_dilution_instruments

Get ONE instrument family's rows (10 credits) with per-field SEC citations — each figure carries the accession number, filing date and the verbatim quoted sentence it was read from, so every number can be traced to a filing. Families: warrants, convertibles, preferred, shelfs, atms, elocs, s1_offerings, equity_plans, exchangeables, recent_offerings. One family per call — request the families you actually need rather than sweeping all ten. 🔴 ROW-LEVEL WITHHOLDING: `withheldRows` / `withheldRowCount` mean specific rows could NOT be verified and were blanked, so every family total in the response is a LOWER BOUND, not a complete figure. Say so — presenting a holed total as complete understates a named issuer's dilution. An empty rows array on a covered company is a measured "none found in the filings read"; an unavailable response is not. 🔴 ON `shelfs` ROWS `babyShelfCurrentCapacityDollars` IS A STORED, DATED FIGURE, NOT TODAY'S HEADROOM: it was struck at extraction time from a float value that may be the issuer's own cover recital months old, less a takedown pool anchored to the corpus window. Always report it WITH its `babyShelfCapacityAsOf` date (`babyShelfCapacityBasis` says which float it rests on); a null date means undated, never current. For the raisable-now figure recomputed from the live float and 60-day-high price call `get_baby_shelf_capacity` — never present the stored figure as current. ALWAYS RETURNS 200 — read `available` and `reason`, never the HTTP status. Coverage is partial: `not_covered` means THIS COMPANY HAS NOT BEEN ANALYSED YET, which is different from it having no dilution and different from an outage (an outage is a 5xx). Never report a company as having no dilution on the strength of an unavailable response. NULL, absent or withheld means NOT MEASURED — it NEVER means "no dilution", "no warrants", "no shelf" or zero. A numeric 0 is a MEASURED zero and defeats a null check, so decide from the accompanying availability/withheld/reason field, never from the value itself. If a figure is absent, say it was not measured; do not describe the company as having none of that instrument. Figures are as of `meta.asOfDate`, from filings read through `meta.filingsThrough` — a stale as-of date means the answer predates anything filed since, not that nothing has happened. Share counts are rebased onto a single split basis; a row that cannot be rebased is omitted and counted rather than published on a mixed basis. Included in Signal8 Pro — without it the call returns 403 with code FEATURE_NOT_AVAILABLE and `requiredTier: "pro"`. That is a subscription-tier upgrade, not an add-on purchase; there is no separate add-on to buy.

Parameters2

ticker	string	required	Stock ticker symbol (e.g., "MNTS", "VNRX")
family	string	required	Instrument family to return. One of: warrants, convertibles, preferred, shelfs, atms, elocs, s1_offerings, equity_plans, exchangeables, recent_offerings.

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker symbol (e.g., \"MNTS\", \"VNRX\")"
    },
    "family": {
      "type": "string",
      "enum": [
        "warrants",
        "convertibles",
        "preferred",
        "shelfs",
        "atms",
        "elocs",
        "s1_offerings",
        "equity_plans",
        "exchangeables",
        "recent_offerings"
      ],
      "description": "Instrument family to return. One of: warrants, convertibles, preferred, shelfs, atms, elocs, s1_offerings, equity_plans, exchangeables, recent_offerings."
    }
  },
  "required": [
    "ticker",
    "family"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_baby_shelf_capacity

Get the SEC Form S-3 General Instruction I.B.6 "baby shelf" capacity (10 credits): how much the issuer may raise off an effective shelf right now, given the one-third-of-public-float cap that applies below a $75M non-affiliate float, less the trailing-twelve-month takedowns already used. Returns the public float basis, the cap, takedowns counted and the remaining raisable amount. 🔴 `constraintApplies: false` means the cap does NOT bind (float at or above $75M, so primary offerings are unlimited under I.B.1) — it is NOT "no capacity" and NOT a favourable finding. 🔴 `constraintApplies: null` means the float value was NOT MEASURED (`suppressedReason: "float_unmeasured"`): neither the $75M test nor the cap could be answered — report it as not measured, NEVER as "the cap does not bind" and NEVER as unlimited. 🔴 A `suppressed` response means the figure is WITHHELD (for example an issuer that has been delisted to OTC and cannot run an S-3 primary at all) — report it as not stateable, NEVER as $0 raisable, which is a claim. 🔴 `suppressedReason: "ib6_pool_unattributed"` means the cap DOES apply but the trailing sales that would exhaust it could not all be attributed to an I.B.6 registration, so the derived $0 is a lower BOUND, not a measurement — `remainingCapacity` is null and `capacityUpperBoundDollars` is "at most", never a figure. A null remaining capacity is likewise not measured, not zero. ALWAYS RETURNS 200 — read `available` and `reason`, never the HTTP status. Coverage is partial: `not_covered` means THIS COMPANY HAS NOT BEEN ANALYSED YET, which is different from it having no dilution and different from an outage (an outage is a 5xx). Never report a company as having no dilution on the strength of an unavailable response. NULL, absent or withheld means NOT MEASURED — it NEVER means "no dilution", "no warrants", "no shelf" or zero. A numeric 0 is a MEASURED zero and defeats a null check, so decide from the accompanying availability/withheld/reason field, never from the value itself. If a figure is absent, say it was not measured; do not describe the company as having none of that instrument. Figures are as of `meta.asOfDate`, from filings read through `meta.filingsThrough` — a stale as-of date means the answer predates anything filed since, not that nothing has happened. Share counts are rebased onto a single split basis; a row that cannot be rebased is omitted and counted rather than published on a mixed basis. Included in Signal8 Pro — without it the call returns 403 with code FEATURE_NOT_AVAILABLE and `requiredTier: "pro"`. That is a subscription-tier upgrade, not an add-on purchase; there is no separate add-on to buy.

Parameters1

ticker

string

required

Stock ticker symbol (e.g., "MNTS", "VNRX")

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker symbol (e.g., \"MNTS\", \"VNRX\")"
    }
  },
  "required": [
    "ticker"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_dilution_performance

Get post-offering price performance (10 credits): for each recorded offering, how the stock traded after it priced or closed. Use when assessing how the market has absorbed this issuer's past financings. 🔴 THIS IS HISTORY, NOT A FORECAST — it describes what happened after prior offerings and must never be phrased as an expectation, a price target or a prediction about a named company. An empty or unavailable series means no offering performance was measured, NOT that offerings had no effect and NOT that there were no offerings. ALWAYS RETURNS 200 — read `available` and `reason`, never the HTTP status. Coverage is partial: `not_covered` means THIS COMPANY HAS NOT BEEN ANALYSED YET, which is different from it having no dilution and different from an outage (an outage is a 5xx). Never report a company as having no dilution on the strength of an unavailable response. NULL, absent or withheld means NOT MEASURED — it NEVER means "no dilution", "no warrants", "no shelf" or zero. A numeric 0 is a MEASURED zero and defeats a null check, so decide from the accompanying availability/withheld/reason field, never from the value itself. If a figure is absent, say it was not measured; do not describe the company as having none of that instrument. Figures are as of `meta.asOfDate`, from filings read through `meta.filingsThrough` — a stale as-of date means the answer predates anything filed since, not that nothing has happened. Share counts are rebased onto a single split basis; a row that cannot be rebased is omitted and counted rather than published on a mixed basis. Included in Signal8 Pro — without it the call returns 403 with code FEATURE_NOT_AVAILABLE and `requiredTier: "pro"`. That is a subscription-tier upgrade, not an add-on purchase; there is no separate add-on to buy.

Parameters1

ticker

string

required

Stock ticker symbol (e.g., "MNTS", "VNRX")

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker symbol (e.g., \"MNTS\", \"VNRX\")"
    }
  },
  "required": [
    "ticker"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_dilution_history

Get the historical shares-outstanding and cash series (10 credits) from SEC XBRL filings, with offering and material-cash-event overlays so an issuance or a raise can be lined up against the share count and cash balance around it. Use for share count growth over time and for the cash trajectory between financings. 🔴 THE HISTORICAL SHARE COUNTS ARE AS FILED — each point is on the split basis in force when it was reported and is NOT rebased to today, so a reverse split shows as a step and points either side of one are not directly comparable. Do not compute a growth rate across a split boundary from these raw points. A gap in the series means no filing supplied that period, not that the share count was unchanged. ALWAYS RETURNS 200 — read `available` and `reason`, never the HTTP status. Coverage is partial: `not_covered` means THIS COMPANY HAS NOT BEEN ANALYSED YET, which is different from it having no dilution and different from an outage (an outage is a 5xx). Never report a company as having no dilution on the strength of an unavailable response. NULL, absent or withheld means NOT MEASURED — it NEVER means "no dilution", "no warrants", "no shelf" or zero. A numeric 0 is a MEASURED zero and defeats a null check, so decide from the accompanying availability/withheld/reason field, never from the value itself. If a figure is absent, say it was not measured; do not describe the company as having none of that instrument. Figures are as of `meta.asOfDate`, from filings read through `meta.filingsThrough` — a stale as-of date means the answer predates anything filed since, not that nothing has happened. Share counts are rebased onto a single split basis; a row that cannot be rebased is omitted and counted rather than published on a mixed basis. Included in Signal8 Pro — without it the call returns 403 with code FEATURE_NOT_AVAILABLE and `requiredTier: "pro"`. That is a subscription-tier upgrade, not an add-on purchase; there is no separate add-on to buy.

Parameters1

ticker

string

required

Stock ticker symbol (e.g., "MNTS", "VNRX")

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker symbol (e.g., \"MNTS\", \"VNRX\")"
    }
  },
  "required": [
    "ticker"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_intraday_bars

Get intraday OHLCV candles at 1, 5, 15, 30, or 60-minute resolution. Use for intraday price action analysis, volume patterns, and short-term technical analysis. Returns open, high, low, close, and volume for each bar. Set extended=true (1-minute resolution only) to include premarket (04:00–09:30 ET) and after-hours (16:00–20:00 ET) bars.

Parameters5

ticker	string	required	Stock ticker symbol (e.g., "AAPL", "TSLA")
resolution	string	required	Bar resolution in minutes
from	integer	required	Start time as UNIX timestamp
to	integer	required	End time as UNIX timestamp
extended	boolean	optional	Include extended-hours bars (premarket 04:00–09:30 ET and after-hours 16:00–20:00 ET). Only supported with resolution "1".

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker symbol (e.g., \"AAPL\", \"TSLA\")"
    },
    "resolution": {
      "type": "string",
      "enum": [
        "1",
        "5",
        "15",
        "30",
        "60"
      ],
      "description": "Bar resolution in minutes"
    },
    "from": {
      "type": "integer",
      "description": "Start time as UNIX timestamp"
    },
    "to": {
      "type": "integer",
      "description": "End time as UNIX timestamp"
    },
    "extended": {
      "type": "boolean",
      "description": "Include extended-hours bars (premarket 04:00–09:30 ET and after-hours 16:00–20:00 ET). Only supported with resolution \"1\"."
    }
  },
  "required": [
    "ticker",
    "resolution",
    "from",
    "to"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_volume_profile

Get volume distribution across price levels for a single trading day. Returns price buckets with volume, Point of Control (highest volume level), and Value Area (price range containing 70% of volume). Use for identifying support/resistance and high-volume price nodes.

Parameters3

ticker	string	required	Stock ticker symbol (e.g., "AAPL", "TSLA")
date	string	required	Trading day (YYYY-MM-DD)
bucketSize	number	optional	Price bucket width in dollars (default $1.00)

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker symbol (e.g., \"AAPL\", \"TSLA\")"
    },
    "date": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Trading day (YYYY-MM-DD)"
    },
    "bucketSize": {
      "type": "number",
      "minimum": 0.01,
      "maximum": 100,
      "default": 1,
      "description": "Price bucket width in dollars (default $1.00)"
    }
  },
  "required": [
    "ticker",
    "date"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_accumulation_snapshot

Get intraday accumulation/distribution metrics for the current or most recent trading session. Returns session VWAP, volume above/below VWAP, estimated buy vs sell volume (tick rule), volume by time period (morning/midday/afternoon), and comparison to average volume. Use for assessing real-time buying/selling pressure.

Parameters1

ticker

string

required

Stock ticker symbol

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker symbol"
    }
  },
  "required": [
    "ticker"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_insider_positions

Get current open insider positions for a CIK (either an insider or an issuer). If an issuer (company) CIK is supplied, returns all insiders' positions for that company. If an insider (reporting-person) CIK is supplied, returns that insider's open positions across all issuers they have filed Form 4 for. The response includes a `lookupMode` field (`"issuer"` or `"insider"`) indicating which interpretation matched. Derived from Form 4 filings.

Parameters1

cik

string

required

SEC CIK number of the insider OR the issuer (company). Tried as issuer first, then falls back to insider.

Raw schema

{
  "type": "object",
  "properties": {
    "cik": {
      "type": "string",
      "description": "SEC CIK number of the insider OR the issuer (company). Tried as issuer first, then falls back to insider."
    }
  },
  "required": [
    "cik"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_insider_positions_by_ticker

Get per-insider lifetime position aggregates for a given ticker — which insiders hold positions in the stock and their aggregate cost/value. Derived from Form 4 filings.

Parameters1

ticker

string

required

Stock ticker symbol (e.g., "AAPL", "TSLA")

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker symbol (e.g., \"AAPL\", \"TSLA\")"
    }
  },
  "required": [
    "ticker"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_analyst_grades

Get recent analyst grade actions (upgrades, downgrades, initiations) for a ticker, including the grading firm and previous/new grade.

Parameters2

ticker	string	required	Stock ticker symbol (e.g., "AAPL", "TSLA")
limit	number	optional	Maximum results to return (default: 10, max: 50)

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker symbol (e.g., \"AAPL\", \"TSLA\")"
    },
    "limit": {
      "type": "number",
      "minimum": 1,
      "maximum": 50,
      "description": "Maximum results to return (default: 10, max: 50)"
    }
  },
  "required": [
    "ticker"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_price_target

Get analyst price target data for a ticker. By default returns the consensus / split-adjusted average price target. Set list=true to return the full per-analyst list of individual price targets instead.

Parameters3

ticker	string	required	Stock ticker symbol (e.g., "AAPL", "TSLA")
list	boolean	optional	false/omitted = consensus price target; true = per-analyst price-target list
limit	number	optional	Maximum results when list=true (default: 50, max: 100). Ignored for consensus.

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker symbol (e.g., \"AAPL\", \"TSLA\")"
    },
    "list": {
      "type": "boolean",
      "description": "false/omitted = consensus price target; true = per-analyst price-target list"
    },
    "limit": {
      "type": "number",
      "minimum": 1,
      "maximum": 100,
      "description": "Maximum results when list=true (default: 50, max: 100). Ignored for consensus."
    }
  },
  "required": [
    "ticker"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_analyst_coverage

Get aggregated analyst coverage for a ticker — consolidated view of grades, targets, and coverage breadth across covering firms.

Parameters1

ticker

string

required

Stock ticker symbol (e.g., "AAPL", "TSLA")

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker symbol (e.g., \"AAPL\", \"TSLA\")"
    }
  },
  "required": [
    "ticker"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_politician_donors

Get the paginated list of campaign donors (individuals and PACs) for a single politician across one election cycle. Returns donor name, amount, type, employer/occupation (individuals), and committee details (PACs). Use this when a user asks "who donated to <politician>" or wants the full donor list. For a quick top-10 + cycle totals overview, use get_politician_donor_summary instead.

Parameters8

slug	string	required	Politician URL slug (e.g., "sen-nancy-pelosi")
cycle	string	optional	Election cycle as 4-digit year (e.g. "2024"). Defaults to most recent cycle.
type	string	optional	Filter by donor type: 'individual', 'pac', or 'all' (default: 'all')
minAmount	number	optional	Minimum contribution amount in USD (filters out small donors)
sortBy	string	optional	Sort field: 'amount' (default), 'date', or 'name'
sortOrder	string	optional	Sort direction (default: 'desc')
limit	number	optional	Maximum results to return (default: 50, max: 100)
offset	number	optional	Pagination offset (default: 0)

Raw schema

{
  "type": "object",
  "properties": {
    "slug": {
      "type": "string",
      "description": "Politician URL slug (e.g., \"sen-nancy-pelosi\")"
    },
    "cycle": {
      "type": "string",
      "pattern": "^\\d{4}$",
      "description": "Election cycle as 4-digit year (e.g. \"2024\"). Defaults to most recent cycle."
    },
    "type": {
      "type": "string",
      "enum": [
        "individual",
        "pac",
        "all"
      ],
      "description": "Filter by donor type: 'individual', 'pac', or 'all' (default: 'all')"
    },
    "minAmount": {
      "type": "number",
      "minimum": 0,
      "description": "Minimum contribution amount in USD (filters out small donors)"
    },
    "sortBy": {
      "type": "string",
      "enum": [
        "amount",
        "date",
        "name"
      ],
      "description": "Sort field: 'amount' (default), 'date', or 'name'"
    },
    "sortOrder": {
      "type": "string",
      "enum": [
        "asc",
        "desc"
      ],
      "description": "Sort direction (default: 'desc')"
    },
    "limit": {
      "type": "number",
      "minimum": 1,
      "maximum": 100,
      "description": "Maximum results to return (default: 50, max: 100)"
    },
    "offset": {
      "type": "number",
      "minimum": 0,
      "description": "Pagination offset (default: 0)"
    }
  },
  "required": [
    "slug"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_politician_donor_summary

Get a bundled donor summary for a single politician: cycle totals (raised, spent, cash-on-hand, debts), donor count, top 10 individual donors, and top 10 PAC donors — all in one response. This is the right tool for "who funds <politician>" or "biggest donors to <politician>" style questions. For the full paginated list, use get_politician_donors.

Parameters2

slug	string	required	Politician URL slug (e.g., "sen-nancy-pelosi")
cycle	string	optional	Election cycle as 4-digit year (e.g. "2024"). Defaults to most recent cycle.

Raw schema

{
  "type": "object",
  "properties": {
    "slug": {
      "type": "string",
      "description": "Politician URL slug (e.g., \"sen-nancy-pelosi\")"
    },
    "cycle": {
      "type": "string",
      "pattern": "^\\d{4}$",
      "description": "Election cycle as 4-digit year (e.g. \"2024\"). Defaults to most recent cycle."
    }
  },
  "required": [
    "slug"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_donor_aggregates

Get market-wide campaign-finance rollups across ALL tracked politicians for a cycle: total raised, top 10 individual donors, top 10 PACs, party/chamber/cycle splits, and a most-funded politician leaderboard. Use for "who are the biggest donors in 2024?" or "which party raised more?" type questions. For a single politician, use get_politician_donor_summary.

Parameters3

cycle	string	optional	Election cycle as 4-digit year (e.g. "2024"). Defaults to most recent cycle.
party	string	optional	Filter by party: 'D', 'R', or 'I'
chamber	string	optional	Filter by chamber: 'senate' or 'house'

Raw schema

{
  "type": "object",
  "properties": {
    "cycle": {
      "type": "string",
      "pattern": "^\\d{4}$",
      "description": "Election cycle as 4-digit year (e.g. \"2024\"). Defaults to most recent cycle."
    },
    "party": {
      "type": "string",
      "enum": [
        "D",
        "R",
        "I"
      ],
      "description": "Filter by party: 'D', 'R', or 'I'"
    },
    "chamber": {
      "type": "string",
      "enum": [
        "senate",
        "house"
      ],
      "description": "Filter by chamber: 'senate' or 'house'"
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_policy_events

List mirrored executive orders (policy events) from the Federal Register feed. Filter by signing-date range, affected sector, or free-text title query. Each event includes its Federal Register document number (externalId), title, signing date (eventDate), normalized affected sectors, full-text URL, and flaggedTradeCount — the number of official trades that occurred in an affected sector near the signing date. IMPORTANT: matches are sector-level co-occurrence — the official traded a stock in a sector the executive order affects, within a window of its signing date. Sector matches are broad and many trades will coincide with policy activity by chance; a match is a starting point for research, not evidence of foreknowledge. The matchBasis field describes match strength only ('sector' = broad sector match), never culpability, and matchCount shows how many EOs matched in the window (a noise indicator).

Parameters6

from	string	optional	Earliest signing date inclusive (YYYY-MM-DD)
to	string	optional	Latest signing date inclusive (YYYY-MM-DD)
sector	string	optional	Filter by canonical affected sector (one of the 11 canonical sector strings, e.g. "Healthcare", "Financial Services", "Energy")
q	string	optional	Free-text search over event titles
limit	number	optional	Maximum results to return (default: 25, max: 100)
offset	number	optional	Pagination offset (default: 0)

Raw schema

{
  "type": "object",
  "properties": {
    "from": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Earliest signing date inclusive (YYYY-MM-DD)"
    },
    "to": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Latest signing date inclusive (YYYY-MM-DD)"
    },
    "sector": {
      "type": "string",
      "description": "Filter by canonical affected sector (one of the 11 canonical sector strings, e.g. \"Healthcare\", \"Financial Services\", \"Energy\")"
    },
    "q": {
      "type": "string",
      "description": "Free-text search over event titles"
    },
    "limit": {
      "type": "number",
      "minimum": 1,
      "maximum": 100,
      "description": "Maximum results to return (default: 25, max: 100)"
    },
    "offset": {
      "type": "number",
      "minimum": 0,
      "description": "Pagination offset (default: 0)"
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_policy_trade_overlap

For a single politician, list trades that occurred within a window of days before or after the signing of an executive order affecting the traded sector. Each row contains the trade, the nearestEvent, daysDelta (negative = traded N days before EO signing, positive = traded N days after), matchBasis, and matchCount, plus a summary (totalFlags, totalEstimatedUsd, topSector). Defaults to trades 1-14 days BEFORE signing; same-day trades are always excluded (intraday ordering is unknowable). Unlike get_donor_trade_overlap, executive-branch (exec-) slugs return REAL data here: both congressional and executive trade sources feed the overlap computation. IMPORTANT: matches are sector-level co-occurrence — the official traded a stock in a sector the executive order affects, within a window of its signing date. Sector matches are broad and many trades will coincide with policy activity by chance; a match is a starting point for research, not evidence of foreknowledge. The matchBasis field describes match strength only ('sector' = broad sector match), never culpability, and matchCount shows how many EOs matched in the window (a noise indicator).

Parameters5

slug	string	required	Politician URL slug — congressional ("sen-nancy-pelosi", "rep-...") or executive branch ("exec-...")
window	number	optional	Match window in days around the EO signing date (default: 14, max: 30)
direction	string	optional	Which side of the signing date to include: 'before' (default), 'after', or 'both'
limit	number	optional	Maximum results to return (default: 50, max: 100)
offset	number	optional	Pagination offset (default: 0)

Raw schema

{
  "type": "object",
  "properties": {
    "slug": {
      "type": "string",
      "description": "Politician URL slug — congressional (\"sen-nancy-pelosi\", \"rep-...\") or executive branch (\"exec-...\")"
    },
    "window": {
      "type": "number",
      "minimum": 1,
      "maximum": 30,
      "description": "Match window in days around the EO signing date (default: 14, max: 30)"
    },
    "direction": {
      "type": "string",
      "enum": [
        "before",
        "after",
        "both"
      ],
      "description": "Which side of the signing date to include: 'before' (default), 'after', or 'both'"
    },
    "limit": {
      "type": "number",
      "minimum": 1,
      "maximum": 100,
      "description": "Maximum results to return (default: 50, max: 100)"
    },
    "offset": {
      "type": "number",
      "minimum": 0,
      "description": "Pagination offset (default: 0)"
    }
  },
  "required": [
    "slug"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_policy_trade_leaderboard

Rank politicians (Congress + executive branch) by trades that occurred near executive-order signings in sectors the orders affect. Each row includes the politician, flaggedTradeCount, totalEstimatedUsd, topSector, and an exampleEvent. Use for "who trades most around policy activity" style questions. Defaults to the same "traded 1-14 days before signing" lens as get_policy_trade_overlap; same-day trades are always excluded. IMPORTANT: matches are sector-level co-occurrence — the official traded a stock in a sector the executive order affects, within a window of its signing date. Sector matches are broad and many trades will coincide with policy activity by chance; a match is a starting point for research, not evidence of foreknowledge. The matchBasis field describes match strength only ('sector' = broad sector match), never culpability, and matchCount shows how many EOs matched in the window (a noise indicator).

Parameters5

sort	string	optional	Ranking order: 'usd' (default — estimated USD value) or 'count' (flagged-trade count)
window	number	optional	Match window in days around the EO signing date (default: 14, max: 30)
direction	string	optional	Which side of the signing date to include: 'before' (default), 'after', or 'both'
limit	number	optional	Maximum results to return (default: 50, max: 100)
offset	number	optional	Pagination offset (default: 0)

Raw schema

{
  "type": "object",
  "properties": {
    "sort": {
      "type": "string",
      "enum": [
        "usd",
        "count"
      ],
      "description": "Ranking order: 'usd' (default — estimated USD value) or 'count' (flagged-trade count)"
    },
    "window": {
      "type": "number",
      "minimum": 1,
      "maximum": 30,
      "description": "Match window in days around the EO signing date (default: 14, max: 30)"
    },
    "direction": {
      "type": "string",
      "enum": [
        "before",
        "after",
        "both"
      ],
      "description": "Which side of the signing date to include: 'before' (default), 'after', or 'both'"
    },
    "limit": {
      "type": "number",
      "minimum": 1,
      "maximum": 100,
      "description": "Maximum results to return (default: 50, max: 100)"
    },
    "offset": {
      "type": "number",
      "minimum": 0,
      "description": "Pagination offset (default: 0)"
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_legislative_calendar

Forward-looking legislative catalyst calendar: upcoming House/Senate floor votes (bills and Senate cloture motions) filtered to items that can move tickers. Each item includes the predicted vote window (start/end/granularity/confidence/provenance), marketRelevance (low/medium/high), significance (1-5), affected sectors with direction + mechanism, verified affected tickers with evidence quotes, pass outlook, considerationProcedure (suspension-calendar bills pass ~98% of the time), a conflictBadge when the sponsor traded a verified affected ticker, and tweet/plain summaries. An EMPTY calendar is a normal state — it means nothing market-relevant is scheduled in the window, not an error. Defaults: from=today, to=+14 days, minRelevance=low. IMPORTANT: affectedTickers contains VERIFIED rows only — every ticker carries a verbatim evidenceQuote substring-verified against the actual bill text (no hallucinated tickers). sponsorTradeFacts are restatements of public STOCK Act disclosures with verbatim amount brackets and BOTH transactionDate AND disclosureDate — always cite both dates together (disclosures lag trades by up to 45 days), and never present a fact as evidence of wrongdoing. Vote windows are predictions: check window.provenance for trust level ('uc_explicit' is exact; 'rule_xxii_computed' is a medium-confidence estimate) and window.granularity for how precise the window is (exact time vs day vs week).

Parameters5

from	string	optional	Earliest vote-window date inclusive (YYYY-MM-DD, default: today)
to	string	optional	Latest vote-window date inclusive (YYYY-MM-DD, default: today + 14 days)
minRelevance	string	optional	Minimum market relevance: 'low' (default), 'medium', 'high', or 'none' (explicit opt-in to the full audit trail incl. non-market items — rarely useful)
limit	number	optional	Maximum results to return (default: 25, max: 100)
offset	number	optional	Pagination offset (default: 0)

Raw schema

{
  "type": "object",
  "properties": {
    "from": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Earliest vote-window date inclusive (YYYY-MM-DD, default: today)"
    },
    "to": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Latest vote-window date inclusive (YYYY-MM-DD, default: today + 14 days)"
    },
    "minRelevance": {
      "type": "string",
      "enum": [
        "none",
        "low",
        "medium",
        "high"
      ],
      "description": "Minimum market relevance: 'low' (default), 'medium', 'high', or 'none' (explicit opt-in to the full audit trail incl. non-market items — rarely useful)"
    },
    "limit": {
      "type": "number",
      "minimum": 1,
      "maximum": 100,
      "description": "Maximum results to return (default: 25, max: 100)"
    },
    "offset": {
      "type": "number",
      "minimum": 0,
      "description": "Pagination offset (default: 0)"
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_rvol_history

Get the per-day relative-volume (RVOL) time series for a ticker, bucketed by trading session (premarket 04:00–09:30 ET, regular 09:30–16:00, afterhours 16:00–20:00, or all four). Each day's RVOL compares that session's volume to a trailing same-session baseline (30 trading days by default — configurable via "baselineDays"), so premarket volume is judged against premarket history (not a stale full-day figure). Use for spotting unusual premarket / session volume surges over the last N days. Each point also carries "baselineState" — "ready" (rvol is populated), "warming" (baseline not yet warm), "no-cutoff-history" (established ticker that never traded at this session/cutoff before) or "no-history" (new listing, no prior trading history at all) — so a null rvol is explained rather than silent. Points additionally carry "advRatio" (that day's volume ÷ the trailing 30-session average FULL-DAY volume, null when no full-day denominator exists) and "advDays" (its sample size), which give a magnitude to points RVOL cannot rate. advRatio is NOT an RVOL — it compares a partial session to a whole day, so it is typically well under 1 and must not be compared to rvol. Charged per your API tier.

Parameters5

ticker	string	required	Stock ticker symbol (e.g., "AAPL", "TSLA")
session	string	optional	Restrict to one session bucket; omit to return all four sessions.
days	integer	optional	Number of trailing calendar days of history (1–90, default 30).
asOfTime	string	optional	Optional TRUE time-of-day premarket basis. Any HH:MM ET premarket time; snapped to the nearest 15-minute grid cutoff (04:00–09:15, ties resolve to the earlier cutoff). When set, the series is the PREMARKET as-of RVOL: cumulative volume known BY that cutoff ÷ the trailing baselineDays (default 30) average of the SAME cutoff (not the full 04:00–09:30 session). Forces the premarket session — any "session" argument is ignored. Each point carries a "basis" field: the snapped cutoff actually used ("asof-0700"), or "full-session" for dates with no precomputed as-of row. Omit for the standard full-session series.
baselineDays	integer	optional	Rolling RVOL baseline window, in trading rows (same-session days). Default 30; values outside 20-250 are clamped. This is the DENOMINATOR window: every RVOL in the response is that period's volume divided by the average of the trailing N same-session (or same-cutoff) days, excluding the day itself. A SHORTER window tracks recent regime changes faster and is noisier; a LONGER one is smoother and slower to react. The warm-up lookback scales with it automatically, so a wide window is never under-filled into an inflated ratio; the minimum-warm-days gate (20 prior sessions) does NOT scale down, so at the 30-row default a ticker needs 20 of its last 30 sessions populated before rvol is non-null. Omit for the standard 30-day baseline; pass 90 for the pre-2026-09 window.

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker symbol (e.g., \"AAPL\", \"TSLA\")"
    },
    "session": {
      "type": "string",
      "enum": [
        "premarket",
        "regular",
        "afterhours",
        "all"
      ],
      "description": "Restrict to one session bucket; omit to return all four sessions."
    },
    "days": {
      "type": "integer",
      "minimum": 1,
      "maximum": 90,
      "description": "Number of trailing calendar days of history (1–90, default 30)."
    },
    "asOfTime": {
      "type": "string",
      "pattern": "^\\d{2}:\\d{2}$",
      "description": "Optional TRUE time-of-day premarket basis. Any HH:MM ET premarket time; snapped to the nearest 15-minute grid cutoff (04:00–09:15, ties resolve to the earlier cutoff). When set, the series is the PREMARKET as-of RVOL: cumulative volume known BY that cutoff ÷ the trailing baselineDays (default 30) average of the SAME cutoff (not the full 04:00–09:30 session). Forces the premarket session — any \"session\" argument is ignored. Each point carries a \"basis\" field: the snapped cutoff actually used (\"asof-0700\"), or \"full-session\" for dates with no precomputed as-of row. Omit for the standard full-session series."
    },
    "baselineDays": {
      "type": "integer",
      "minimum": 20,
      "maximum": 250,
      "description": "Rolling RVOL baseline window, in trading rows (same-session days). Default 30; values outside 20-250 are clamped. This is the DENOMINATOR window: every RVOL in the response is that period's volume divided by the average of the trailing N same-session (or same-cutoff) days, excluding the day itself. A SHORTER window tracks recent regime changes faster and is noisier; a LONGER one is smoother and slower to react. The warm-up lookback scales with it automatically, so a wide window is never under-filled into an inflated ratio; the minimum-warm-days gate (20 prior sessions) does NOT scale down, so at the 30-row default a ticker needs 20 of its last 30 sessions populated before rvol is non-null. Omit for the standard 30-day baseline; pass 90 for the pre-2026-09 window."
    }
  },
  "required": [
    "ticker"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_premarket_scanner

Get the live premarket scanner board — the top premarket gainers and losers by absolute gap %, each row enriched with rvol, marketCap, floatShares, short interest, dilution, and news/catalyst flags. Off-hours it falls back to the last session. Use for premarket small-cap runner discovery. Set includePennyStocks=true to include sub-$1 names (separate cache slot). During the 04:00–09:30 ET premarket window rows also carry two LIVE volume metrics off the same live cumulative-volume numerator — they are DIFFERENT quantities and must not be substituted for each other or for "rvol": "liveRvol" = live cumulative premarket volume ÷ the trailing 30-session average cumulative volume AT THE SAME TIME OF MORNING (answers "is it busy for 08:00?"), with "liveRvolAsOf" giving the 15-minute ET grid cutoff that baseline came from — compare it to meta.asOf (when the live volume was sampled) to judge the small numerator/denominator time skew; and "premarketPaceRatio" = the same live volume ÷ the trailing 30-session average FULL premarket session (answers "what fraction of a typical entire premarket has it already done?", >1.0 = it already beat a normal premarket before the open). Both are null outside the premarket window or until the baseline is warm — never a fabricated ratio. Set universe="lowfloat" for the separate LOW-FLOAT board (float under 10M shares, no top-100 slice) instead of the default movers-derived board; that board is served from the aggregator snapshot and returns an empty rows array with a meta.reason when no snapshot is currently published (a normal off-hours state, not an error). Charged per your API tier.

Parameters3

includePennyStocks	boolean	optional	Include sub-$1 (penny) stocks in the results. Default false.
universe	string	optional	Which board to return. "default" (the default) is the movers-derived top-100 board. "lowfloat" is the low-float board (float < 10M shares, no top-100 slice).
sort	string	optional	Sort key for the low-float board: "gap" (default) or "rvol". Ignored for universe="default", which is always gap-ranked.

Raw schema

{
  "type": "object",
  "properties": {
    "includePennyStocks": {
      "type": "boolean",
      "description": "Include sub-$1 (penny) stocks in the results. Default false."
    },
    "universe": {
      "type": "string",
      "enum": [
        "default",
        "lowfloat"
      ],
      "description": "Which board to return. \"default\" (the default) is the movers-derived top-100 board. \"lowfloat\" is the low-float board (float < 10M shares, no top-100 slice)."
    },
    "sort": {
      "type": "string",
      "enum": [
        "gap",
        "rvol"
      ],
      "description": "Sort key for the low-float board: \"gap\" (default) or \"rvol\". Ignored for universe=\"default\", which is always gap-ranked."
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_upcoming_reverse_splits

Get reverse stock splits SCHEDULED to take effect within a day-offset window of the current US market day, for companies under a market-cap ceiling. Offsets are days from today on the US market calendar: fromOffset=1, toOffset=1 is tomorrow; fromOffset=1, toOffset=7 is the week ahead. Each row carries the ticker, company name, the exact vendor integers (splitFrom/splitTo), a pre-rendered ratio ("1-for-20"), the effective date, market cap, float in SHARES, and price. WHAT THIS IS: rows are splits scheduled AS OF NOW — not a guarantee that every split effective in the window is already known. The underlying stock_splits table has NO created_at column, so there is no way to measure when a row first appeared, and a split announced later will simply be missing. Describe results as "scheduled as of now", NEVER as "all of" or "every" reverse split. A scheduled split can also be postponed or cancelled after it is announced. 🔴 capUnknownCount IS A WITHHOLDING COUNT, NOT A ZERO. It counts rows that passed every other filter and were DELIBERATELY EXCLUDED because Signal8 has no measured market cap for them — typically real OTC microcaps. It does NOT mean those companies have no dilution, no split, or no cap; it means the cap was not measured, so they cannot be asserted to sit under the stated ceiling. If you publish a "under $Xm" framing and capUnknownCount is above zero, say that N further companies were withheld for unmeasured market cap — do not present the list as complete and do not describe the withheld rows at all. Funds, ETFs and sub-1.5x fractional ratio adjustments are already removed server-side; do not re-filter or re-derive the ratio. AN EMPTY splits ARRAY IS A NORMAL, COMMON RESULT — most single weekdays have no sub-cap reverse split scheduled at all. It is NOT an error, NOT a failure, and NOT evidence that reverse-split activity has stopped. Publish nothing rather than publishing an empty-list framing.

Parameters3

fromOffset	integer	optional	Window start as a day offset from the US market day (default 1 = tomorrow). Must be <= toOffset; an inverted window is rejected rather than silently returning an empty list.
toOffset	integer	optional	Window end, inclusive, as a day offset from the US market day (default 1). Use 7 with fromOffset 1 for the week ahead.
maxMarketCap	number	optional	Exclusive market-cap ceiling in USD (default 300000000). Rows with NO measured market cap are excluded and counted in capUnknownCount, never assumed to be under the ceiling.

Raw schema

{
  "type": "object",
  "properties": {
    "fromOffset": {
      "type": "integer",
      "minimum": -30,
      "maximum": 30,
      "default": 1,
      "description": "Window start as a day offset from the US market day (default 1 = tomorrow). Must be <= toOffset; an inverted window is rejected rather than silently returning an empty list."
    },
    "toOffset": {
      "type": "integer",
      "minimum": -30,
      "maximum": 30,
      "default": 1,
      "description": "Window end, inclusive, as a day offset from the US market day (default 1). Use 7 with fromOffset 1 for the week ahead."
    },
    "maxMarketCap": {
      "type": "number",
      "exclusiveMinimum": 0,
      "default": 300000000,
      "description": "Exclusive market-cap ceiling in USD (default 300000000). Rows with NO measured market cap are excluded and counted in capUnknownCount, never assumed to be under the ceiling."
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_recent_uplistings

Get OTC-to-exchange uplistings that FINRA recorded on a given US market day, for companies under a market-cap ceiling. Each row carries the old OTC symbol, the resolved new exchange symbol (or null), a confirmed flag, the destination venue (NASDAQ / NYSE / NYSE American / ARCA), company name, effective date, market cap and float in SHARES. 🔴 THIS IS A SAME-DAY READ AND THERE IS NO FORWARD-LOOKING VERSION. FINRA records an uplisting at roughly 01:45 ET ON the day it becomes effective, and the source table has no scheduled/announced column at all. So there is nothing to publish the night before, and dayOffset exists for catch-up reads of past days, NOT for forecasting — a positive offset returns nothing. Never frame these as upcoming, tomorrow, or expected; they have already happened. 🔴 newSymbol: null IS A FIRST-CLASS PUBLISHED STATE, NOT A MISSING FIELD. FINRA's row names only the OLD OTC symbol; the new ticker is resolved by company-name match against Nasdaq SymDir and sometimes cannot be resolved. A guessed or wrong ticker would name a company that did not uplist, so an unresolved row is published naming the OLD symbol and saying the new one was not resolved. DO NOT infer, guess, look up, or fill in a null newSymbol, and do not drop the row. confirmed: false means the symbol resolution is PROVISIONAL — render it as provisional, keep it out of any headline, and do not assert the new ticker as fact. Only confirmed: true is a confirmed resolution. 🔴 capUnknownCount IS A WITHHOLDING COUNT, NOT A ZERO — rows that cleared every other filter but have NO measured market cap, so they cannot be asserted to sit under the stated ceiling. It does not mean those companies have no cap. Disclose the count if you publish a cap-bracketed framing. AN EMPTY uplistings ARRAY IS THE NORMAL, EXPECTED RESULT ON MOST DAYS — uplistings run roughly 6.6 per month across ALL market caps, so the large majority of days genuinely have none. It is NOT an error, NOT an outage, and NOT evidence that uplisting activity has stopped. Publish nothing rather than publishing an empty-list framing.

Parameters2

dayOffset	integer	optional	Day offset from the US market day (default 0 = today). Negative values read past days. A positive value returns nothing — there is no forward-looking uplisting data.
maxMarketCap	number	optional	Exclusive market-cap ceiling in USD (default 300000000). Rows with NO measured market cap are excluded and counted in capUnknownCount, never assumed to be under the ceiling.

Raw schema

{
  "type": "object",
  "properties": {
    "dayOffset": {
      "type": "integer",
      "minimum": -30,
      "maximum": 30,
      "default": 0,
      "description": "Day offset from the US market day (default 0 = today). Negative values read past days. A positive value returns nothing — there is no forward-looking uplisting data."
    },
    "maxMarketCap": {
      "type": "number",
      "exclusiveMinimum": 0,
      "default": 300000000,
      "description": "Exclusive market-cap ceiling in USD (default 300000000). Rows with NO measured market cap are excluded and counted in capUnknownCount, never assumed to be under the ceiling."
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

README.md21 KBView on GitHub

@signal8ai/mcp

MCP (Model Context Protocol) server for Signal8 -- AI-extracted SEC filing intelligence data.

Gives AI agents like Claude, Cursor, and other MCP-compatible tools direct access to:

Company fundamentals (quotes, financials, earnings, float, executives, peers, news)
Dilution risk scoring (0-100 Dilution Pressure Score with 5-dimension assessment)
SEC filing extractions (warrants, convertibles, shelf registrations, and 10 more types)
Instrument lifecycle tracking (warrants, convertibles, ATMs with XBRL reconciliation)
Intelligence (counterparties, counsel, insiders, institutions, ROFR triggers, cluster buys)
Cross-company intelligence (top AUM institutions, cross-company counsel & insider patterns)
Compliance monitoring (Nasdaq/NYSE deficiency detection, listing classification)
Company screening (dilution-aware filters with 30+ fields)
ETF analysis (holdings, sectors, countries, performance, comparables)

Installation

bash

npm install -g @signal8ai/mcp
# or use npx (no install needed)
npx @signal8ai/mcp

Setup

1. Get your API key

2. Configure your MCP client

Claude Desktop

Add to your Claude Desktop config file:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json Windows: %APPDATA%\Claude\claude_desktop_config.json

json

{
  "mcpServers": {
    "signal8": {
      "command": "npx",
      "args": ["-y", "@signal8ai/mcp"],
      "env": {
        "SIGNAL8_API_KEY": "sk_live_your_key_here"
      }
    }
  }
}

Cursor

Add to .cursor/mcp.json in your project root:

json

{
  "mcpServers": {
    "signal8": {
      "command": "npx",
      "args": ["-y", "@signal8ai/mcp"],
      "env": {
        "SIGNAL8_API_KEY": "sk_live_your_key_here"
      }
    }
  }
}

Other MCP Clients

Set the SIGNAL8_API_KEY environment variable and run:

bash

SIGNAL8_API_KEY=sk_live_your_key_here npx @signal8ai/mcp

Available Tools (86)

The server exposes 86 live tools at runtime. The reference tables below are a representative catalog grouped by domain; several documented tools and whole categories (e.g. Extractions and Dilution) are currently disabled and are not registered live, so individual section counts below may exceed what is actually exposed.

Companies (3 tools)

Tool	Description	Credits
`search_companies`	Search companies by name or ticker	1
`get_company_profile`	Full company profile (description, market cap, sector)	1
`get_company_bundle`	Consolidated data bundle in one call	25

Company Data (13 tools)

Tool	Description	Credits
`get_quote`	Real-time stock quote (price, change, volume)	1
`get_market_metrics`	Volume averages, volatility, SMAs, trend direction	3
`get_short_interest`	Short interest data and days-to-cover	3
`get_float`	Float composition, shares outstanding, ownership %	3
`get_financials`	Income statement, balance sheet, cash flow	5
`get_earnings`	Earnings history with EPS surprises	3
`get_executives`	Executive team roster and compensation	1
`get_peers`	Peer/comparable companies	1
`get_transcripts`	Earnings call transcripts	3
`get_news`	Latest company news headlines	1
`get_analyst_consensus`	Analyst ratings and price targets	3
`get_material_events`	Material corporate events (8-K filings)	3
`get_clinical_trials`	Clinical trial pipeline (biotech/pharma)	3

Market — Cross-Ticker (6 tools)

Tool	Description	Credits
`get_quotes_batch`	Batch real-time quotes for up to 200 tickers (POST)	max(1, ceil(N/10))
`get_quotes_universe`	Quotes for an entire index universe (sp500/ndx/dji)	5
`get_index_snapshot`	Bulk ticker snapshots (price, day change, % change)	1
`get_sector_etf_snapshot`	Snapshot of the 11 SPDR sector ETFs with sector labels	2
`get_top_movers`	Top gainers / losers / most-active by volume (with optional `session` window)	2
`get_market_breadth`	Advance/decline, % above SMA50/200, 52-week high/low counts	2

Calendar (5 tools)

Tool	Description	Credits
`get_earnings_calendar`	Upcoming/recent earnings releases between two dates	3
`get_economic_calendar`	Macro/economic events (CPI, FOMC, jobs, GDP) by date and country	3
`get_filing_calendar`	10-K / 10-Q SEC filing-deadline calendar by universe	5
`get_lockup_expirations`	Upcoming IPO/secondary lockup expirations	5
`get_recent_material_filings`	Recent material 8-K filings by index universe and item codes	5

Extractions (4 tools)

Tool	Description	Credits
`get_extractions`	AI-extracted SEC filing data (13 types)	5
`get_filing_extractions`	Extractions for a specific SEC filing	5
`get_extraction_dashboard`	Cross-company extraction analytics	50
`get_extraction_by_type`	Filter extractions by type (warrants, convertibles, etc.)	5

Dilution (5 tools)

Tool	Description	Credits
`get_dilution_risk`	Dilution Pressure Score (0-100) with 5-dimension assessment	5
`get_dilution_performance`	Post-dilution stock performance at +1d/+7d/+30d/+90d	10
`get_instruments`	Active warrants, convertibles, ATMs, shelf registrations	5
`get_instrument_detail`	Deep dive on a single instrument	5
`get_baby_shelf`	IB6 baby shelf remaining capacity	10

Intelligence — Per-Company (12 tools)

Tool	Description	Credits
`get_counterparties`	Entity-resolved counterparty relationships	10
`get_counsel`	Legal counsel engagements with role taxonomy	10
`get_insiders`	Insider trading discovery and patterns	10
`get_ownership`	Unified ownership (Form 4 + 13F + 13D/G)	10
`get_rofr_triggers`	ROFR exercise trigger detection	10
`get_institutions`	Institutional holders from 13F filings	10
`get_institution_detail`	Detailed info for a specific institution (by CIK)	10
`get_institution_holdings`	Full portfolio holdings for an institution	10
`get_banks`	Investment bank relationships from SEC filings	10
`get_legal_counsels`	Legal counsel relationships with partner names	10
`get_insider_transactions`	Detailed Form 4 transaction history	5
`get_insider_cluster_buys`	Cluster buying pattern detection (3+ insiders in 14 days)	10

Intelligence — Cross-Company (3 tools)

Tool	Description	Credits
`get_institution_top_aum`	Top institutional holders by AUM across all companies	25
`get_counsel_cross_company`	Law firm engagements across multiple companies	25
`get_insider_cross_company`	Insider trading patterns across multiple companies	25

Compliance (4 tools)

Tool	Description	Credits
`get_compliance`	Full compliance evaluation	25
`get_deficiencies`	Listing deficiency detection	10
`get_compliance_alerts`	Active compliance alerts	5
`get_listing_classification`	Exchange listing classification	10

Screener (2 tools)

Tool	Description	Credits
`get_screener_fields`	Discover available screening filters	1
`screen_companies`	Dilution-aware company screener	25

Events & ATM (2 tools)

Tool	Description	Credits
`get_events`	Unified corporate events	5
`get_atm_activity`	ATM program monitoring	5

ETF (1 tool)

Tool	Description	Credits
`get_etf_bundle`	Aggregated ETF data (profile, holdings, sectors, performance)	25

Market Intelligence — Tool Reference

Cross-ticker market and calendar tools that operate over the entire universe rather than a single company. The single-ticker get_quote tool is included here for completeness; the rest were added in the Market Intelligence rollout.

`get_quote`

Real-time quote for a single ticker (price, change, volume, day range).

Inputs:

Name	Type	Required	Description
ticker	string	yes	Ticker symbol (e.g. `AAPL`)

Sample output (regular trading hours, 9:30am–4:00pm ET):

json

{
  "data": {
    "ticker": "AAPL",
    "currentPrice": 178.42,
    "change": 2.15,
    "changePercent": 1.22,
    "high": 179.10,
    "low": 176.80,
    "open": 177.05,
    "previousClose": 176.27,
    "preMarketPrice": null,
    "preMarketChangePercent": null,
    "afterHoursPrice": null,
    "afterHoursChangePercent": null,
    "timestamp": 1714492800
  }
}

Sample output (extended hours — pre-market or after-hours):

json

{
  "data": {
    "ticker": "AAPL",
    "currentPrice": 178.42,
    "change": 2.15,
    "changePercent": 1.22,
    "high": 179.10,
    "low": 176.80,
    "open": 177.05,
    "previousClose": 176.27,
    "preMarketPrice": 179.05,
    "preMarketChangePercent": 0.35,
    "afterHoursPrice": 178.90,
    "afterHoursChangePercent": 0.27,
    "timestamp": 1714492800
  }
}

Extended-hours windows (US equities, ET): pre-market 4:00am–9:30am, after-hours 4:00pm–8:00pm. Outside those windows preMarketPrice, preMarketChangePercent, afterHoursPrice, and afterHoursChangePercent are null. In practice only one pair is populated at a time depending on the current window — the second example shows both populated for illustration.

Use case: "What is AAPL trading at right now?"

`get_quotes_batch`

Fetch real-time quotes for up to 200 tickers in one call. Backed by POST /api/v1/public/market/quotes. Tickers absent from the upstream feed map to null.

Inputs:

Name	Type	Required	Description
tickers	string[]	yes	1–200 ticker symbols

Sample output:

json

{
  "data": {
    "count": 3,
    "quotes": {
      "AAPL": { "ticker": "AAPL", "currentPrice": 178.42, "changePercent": 1.22 },
      "MSFT": { "ticker": "MSFT", "currentPrice": 412.10, "changePercent": 0.41 },
      "NVDA": null
    }
  }
}

Use case: "Pull live quotes for my entire 50-ticker watchlist in one call."

`get_quotes_universe`

Quotes for all constituents of a known index universe (S&P 500, Nasdaq 100, or Dow 30).

Inputs:

Name	Type	Required	Description
universe	enum	yes	One of `sp500`, `ndx`, `dji`

Sample output:

json

{
  "data": {
    "universe": "dji",
    "count": 30,
    "quotes": {
      "AAPL": { "currentPrice": 178.42, "changePercent": 1.22 },
      "MSFT": { "currentPrice": 412.10, "changePercent": 0.41 }
    }
  }
}

Use case: "Give me a live snapshot of every Dow 30 component."

`get_index_snapshot`

Bulk daily snapshot (OHLC, volume, % change) for an explicit ticker list (max 50) or the full tracked universe when omitted.

Inputs: none required (optional tickers query when called via REST)

Sample output:

json

{
  "data": {
    "count": 2,
    "snapshots": [
      { "ticker": "SPY", "close": 512.34, "changePercent": 0.42, "volume": 78321000 },
      { "ticker": "QQQ", "close": 438.21, "changePercent": 0.55, "volume": 41902000 }
    ]
  }
}

Use case: "Show me a one-shot snapshot of where the index ETFs closed."

`get_sector_etf_snapshot`

Snapshot of the 11 SPDR sector ETFs (XLK, XLF, XLV, XLY, XLP, XLE, XLI, XLB, XLRE, XLU, XLC) with a sector label per row. Useful for sector-rotation views.

Inputs: none

Sample output:

json

{
  "data": {
    "count": 11,
    "sectors": [
      { "ticker": "XLK", "sector": "Technology", "close": 218.40, "changePercent": 0.85 },
      { "ticker": "XLF", "sector": "Financials", "close": 41.23, "changePercent": -0.12 }
    ]
  }
}

Use case: "Which sectors are leading and lagging today?"

`get_top_movers`

Top market movers by direction (gainers, losers, or most-active by volume), computed from ticker_snapshots. Excludes warrants/units/ETFs/funds.

Inputs:

Name	Type	Required	Description
direction	enum	yes	`gainers`, `losers`, or `active`
limit	integer	no	1–100 (backend default applied when omitted)
session	enum	no	`premarket` (4:00–9:30 AM ET), `regular` (default; close-to-close), or `afterhours` (4:00–8:00 PM ET). Use premarket/afterhours when posting outside RTH so rankings reflect the live window.

Sample output:

json

{
  "data": {
    "direction": "gainers",
    "session": "regular",
    "count": 2,
    "movers": [
      { "rank": 1, "ticker": "XYZ", "name": "Acme Corp", "price": 12.34, "changePercent": 42.1, "volume": 12000000, "marketCap": 350000000, "isETF": false },
      { "rank": 2, "ticker": "ABC", "name": "ABC Inc", "price": 5.62, "changePercent": 31.8, "volume": 8400000, "marketCap": 120000000, "isETF": false }
    ]
  }
}

Use case: "What are today's top 10 gainers?"

`get_market_breadth`

Market breadth aggregates (advance/decline counts and ratio, % of constituents trading above their 50DMA / 200DMA, and counts of new 52-week highs/lows) for a chosen universe. Point-in-time only — no historical breadth.

Inputs:

Name	Type	Required	Description
universe	enum	no	`sp500` (default), `ndx`, or `all`

Sample output:

json

{
  "data": {
    "universe": "sp500",
    "asOf": "2026-04-30T20:00:00.000Z",
    "advancers": 312,
    "decliners": 175,
    "unchanged": 16,
    "advanceDeclineRatio": 1.7828571428571428,
    "pctAbove50DMA": 0.642,
    "pctAbove200DMA": 0.561,
    "new52wHighs": 18,
    "new52wLows": 4
  }
}

Use case: "How many S&P 500 names are above their 200DMA right now?" or "Add a one-line market-state header to today's commentary tweet."

`get_earnings_calendar`

Forward-looking and recent earnings releases between two dates. Optionally filter to a list of tickers.

Inputs:

Name	Type	Required	Description
from	string (YYYY-MM-DD)	yes	Window start
to	string (YYYY-MM-DD)	yes	Window end
tickers	string[]	no	Optional ticker filter

Sample output:

json

{
  "data": {
    "events": [
      { "ticker": "AAPL", "date": "2026-05-02", "time": "AMC", "epsEstimate": 1.50, "revenueEstimate": 90100000000 }
    ],
    "total": 1,
    "limit": 50,
    "offset": 0
  }
}

Use case: "Which mega-caps report earnings next week?"

`get_economic_calendar`

Macroeconomic events (CPI, FOMC, NFP, GDP, etc.) between two dates, filtered by country and impact level.

Inputs:

Name	Type	Required	Description
from	string (YYYY-MM-DD)	yes	Window start
to	string (YYYY-MM-DD)	yes	Window end
country	string (ISO-2)	no	Defaults to `US`

Sample output:

json

{
  "data": {
    "events": [
      { "date": "2026-05-07", "country": "US", "event": "FOMC Rate Decision", "impact": "High", "actual": null, "forecast": "5.25%", "previous": "5.25%" }
    ],
    "total": 1
  }
}

Use case: "What high-impact US events land this week?"

`get_filing_calendar`

Forward-looking 10-K / 10-Q SEC filing-deadline calendar by index universe. Deadlines computed from each company's last-reported period end + filer-status offset.

Inputs:

Name	Type	Required	Description
from	string (YYYY-MM-DD)	no	Default today
to	string (YYYY-MM-DD)	no	Default today + 45d
universe	enum	no	`sp500`, `ndx`, `dji`, or `all` (default)
formTypes	string[]	no	Subset of `["10-K", "10-Q"]`

Sample output:

json

{
  "data": {
    "rows": [
      {
        "ticker": "AAPL", "companyName": "Apple Inc.",
        "formType": "10-Q", "periodEnd": "2026-03-29",
        "deadline": "2026-05-13", "daysUntilDeadline": 13,
        "filerStatus": "large_accelerated"
      }
    ],
    "count": 1,
    "window": { "from": "2026-04-30", "to": "2026-06-14" },
    "universe": "sp500",
    "formTypes": ["10-K", "10-Q"]
  }
}

Use case: "Which S&P 500 names have a 10-Q deadline in the next two weeks?"

`get_lockup_expirations`

Upcoming IPO/secondary lockup expirations within a date window. Derived from underwriting-terms extractions (S-1 / F-1 / 424B*) — coverage is partial; check meta.coveragePercent.

Inputs:

Name	Type	Required	Description
from	string (YYYY-MM-DD)	no	Default today
to	string (YYYY-MM-DD)	no	Default today + 90d
universe	enum	no	`sp500`, `ndx`, `dji`, or `all` (default)

Sample output:

json

{
  "data": {
    "rows": [
      {
        "ticker": "NEWCO", "companyName": "NewCo Inc.",
        "lockupEndDate": "2026-05-21", "daysUntilExpiry": 21,
        "originalFilingType": "S-1", "sharesUnlocking": 24500000,
        "sourceFilingUrl": "https://sec.gov/..."
      }
    ],
    "meta": {
      "coveragePercent": 38.4,
      "totalCandidates": 412,
      "parsedCount": 158,
      "windowStart": "2026-04-30",
      "windowEnd": "2026-07-29",
      "universe": "all"
    }
  }
}

Use case: "Any IPO lockup expirations coming up in the next 30 days?"

`get_recent_material_filings`

Recent 8-K filings flagged as materially significant within a named index universe, optionally filtered by item codes (e.g. 1.01 material agreement, 5.02 leadership change). Lookback fixed at 7 days.

Inputs:

Name	Type	Required	Description
universe	enum	yes	`sp500`, `ndx`, or `dji`
items	string[]	no	8-K item codes (e.g. `["1.01", "2.01"]`)
limit	integer	no	1–200 (default 50)

Sample output:

json

{
  "data": {
    "universe": "sp500",
    "items": ["1.01", "5.02"],
    "count": 1,
    "filings": [
      {
        "ticker": "AAPL", "companyName": "Apple Inc.",
        "filingDate": "2026-04-29T20:15:00Z", "formType": "8-K",
        "items": ["1.01"], "filingUrl": "https://sec.gov/...",
        "summary": "Material definitive agreement entered into..."
      }
    ]
  }
}

Use case: "Any S&P 500 leadership-change 8-Ks filed this week?"

Resources

Resource	URI	Description
Company Profile	`signal8://companies/{ticker}/profile`	Enriched company profile by ticker
Extraction Types	`signal8://extraction-types`	List of all 13 SEC filing extraction types

Prompts (4)

Prompt	Arguments	Description
`analyze_dilution_risk`	`ticker` (string)	6-step dilution risk analysis workflow
`company_due_diligence`	`ticker` (string)	10-step comprehensive due diligence research
`screening_workflow`	`sector?`, `marketCapMax?` (string)	5-step discover-screen-analyze workflow
`institutional_analysis`	`ticker` (string)	6-step institutional ownership & smart money analysis

Hosted Endpoint

For web-based MCP clients, use the hosted Streamable HTTP endpoint:

code

POST https://mcp.signal8.ai/mcp
Authorization: Bearer sk_live_your_key_here
Content-Type: application/json

This Streamable HTTP endpoint works today with MCP clients that support custom bearer-token headers (e.g. Claude Code CLI's --transport http connector, Cursor, and VS Code's MCP support). OAuth-based discovery for the Claude.ai Desktop/web custom connector is coming soon — until then, use the local stdio config (npx) shown above, or pass the Authorization header directly where your client allows it.

Environment Variables

Variable	Required	Description
`SIGNAL8_API_KEY`	Yes	Your Signal8 API key (starts with `sk_live_` or `sk_test_`)
`SIGNAL8_API_URL`	No	API base URL (default: `https://api.signal8.ai/api/v1/public`)

Pricing

Each tool call consumes credits based on the endpoint it accesses. See credit costs in the tools table above. Get your free tier (100 credits/day) at signal8.ai.

Programmatic Usage

typescript

import { createMcpServer, Signal8ApiClient } from '@signal8ai/mcp';

const client = new Signal8ApiClient({
  baseUrl: 'https://api.signal8.ai/api/v1/public',
  apiKey: 'sk_live_xxx',
});

const server = createMcpServer(client);
// Connect to any MCP transport...

License

Use of the hosted Signal8 API and data is additionally governed by the Signal8 Terms of Service.

Install

Tools (102)

search_companiesget_company_profileget_quoteget_market_metricsget_short_interestget_floatget_float_historyget_historical_prices

Configuration

Environment variables

SIGNAL8_API_KEYrequiredsecret

Signal8 API key (starts with sk_live_ or sk_test_). Create one at https://signal8.ai/settings/api-keys.

Add to VS Code Add to Cursor

claude_desktop_config.json

json

{
  "mcpServers": {
    "mcp": {
      "command": "npx",
      "args": [
        "-y",
        "@signal8ai/mcp@0.17.0"
      ],
      "env": {
        "SIGNAL8_API_KEY": "<YOUR_SIGNAL8_API_KEY>"
      }
    }
  }
}