Documentation - Equibles

Overview

Equibles provides structured financial data for US-listed stocks. Connect your AI tools via the MCP server or explore data on the web.

The web interface shows a curated subset of each dataset (top holders, recent filings). The MCP server provides full access to all data — every holder, every filing, every record.

SEC Filings

10-K, 10-Q, 8-K, 20-F, 6-K, 40-F and amendments

Earnings Calls

Full transcripts with speaker attribution

Institutional Holdings

13F filings from institutional managers

Insider Trading

Form 3 & 4 transactions from SEC

Congressional Trading

Stock trades by members of Congress

Short Selling Data

Daily volume, bi-monthly interest, fails to deliver

Stock Prices

Daily OHLCV history from Yahoo Finance

Economic Indicators

FRED data: rates, inflation, GDP, employment

Futures & Sentiment

CFTC COT positioning, CBOE VIX & put/call ratios

Quick Start

1

Get an API key

Create an account to get your API key.

Create Account

2

Connect your AI tool

Choose your AI tool and follow the setup instructions.

Add to ~/.openclaw/openclaw.json:

{
  "mcpServers": {
    "equibles": {
      "transport": "streamable-http",
      "url": "https://mcp.equibles.com/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_API_KEY"
      }
    }
  }
}

Open Settings → Connectors on claude.ai
Click Add custom connector
Paste: https://mcp.equibles.com/mcp?api_key=YOUR_API_KEY
Click Add

Go to Settings → Apps & Connectors
Enable Developer Mode in Advanced settings
Click Create to add a new connector
Paste: https://mcp.equibles.com/mcp?api_key=YOUR_API_KEY
Name it Equibles and click Create

Install with one command:

claude mcp add-json equibles '{"type":"http","url":"https://mcp.equibles.com/mcp","headers":{"Authorization":"Bearer YOUR_API_KEY"}}' --scope user

Add to .cursor/mcp.json:

{
  "mcpServers": {
    "equibles": {
      "url": "https://mcp.equibles.com/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_API_KEY"
      }
    }
  }
}

URL: https://mcp.equibles.com/mcp
Transport: Streamable HTTP
Header: Authorization: Bearer YOUR_API_KEY

3

Start asking questions

Once connected, try a prompt like:

Who are the top institutional holders of AAPL and how has ownership changed over the last 4 quarters?

Authentication

All API requests require an API key. Keys are prefixed with eq_ and can be managed from your dashboard after logging in.

Bearer Header (recommended)

Authorization: Bearer eq_your_api_key

Query Parameter

https://mcp.equibles.com/mcp?api_key=eq_your_api_key

Create Account Log In

Document Search Tools

Semantic vector search across SEC filings and earnings call transcripts.

Document type filter values: TenK, TenQ, EightK, TenKa, TenQa, EightKa, TwentyF, SixK, FortyF, EarningsCallTranscript

SearchDocuments

Search the SEC filing database across all companies and document types using semantic vector search.

Parameter	Type	Description
query	string	Required. Natural language search query
maxResults	int	Maximum results to return. Default: `5`
documentType	string	Filter by document type (see values above)
startDate	DateTime	Start date filter in YYYY-MM-DD format
endDate	DateTime	End date filter in YYYY-MM-DD format

SearchCompanyDocuments

Search SEC filings for a specific company by ticker symbol using semantic vector search.

Parameter	Type	Description
query	string	Required. Natural language search query
ticker	string	Required. Company ticker symbol (e.g., AAPL, MSFT)
maxResults	int	Maximum results to return. Default: `5`
documentType	string	Filter by document type (see values above)
startDate	DateTime	Start date filter in YYYY-MM-DD format
endDate	DateTime	End date filter in YYYY-MM-DD format

SearchDocument

Search within a single specific filing by its document ID using semantic vector search. Ideal for drilling into a known filing.

Parameter	Type	Description
query	string	Required. Natural language search query
documentId	Guid	Required. Document ID from ListCompanyDocuments
maxResults	int	Maximum results to return. Default: `5`

ListCompanyDocuments

Browse available SEC filings and earnings call transcripts for a specific company. Returns a paginated list ordered newest first.

Parameter	Type	Description
ticker	string	Required. Company ticker symbol (e.g., AAPL, MSFT)
page	int	Page number for pagination. Default: `1`
maxItems	int	Documents per page. Default: `10`
documentType	string	Filter by document type (see values above)
startDate	DateTime	Start date filter in YYYY-MM-DD format
endDate	DateTime	End date filter in YYYY-MM-DD format

Institutional Holdings Tools

Access institutional ownership data from SEC 13F-HR filings.

GetTopHolders

Get the top institutional holders of a stock, ranked by shares held. Includes market value and percentage of total institutional ownership.

Parameter	Type	Description
ticker	string	Required. Company ticker symbol (e.g., AAPL, MSFT)
reportDate	string	Report date in YYYY-MM-DD format. Default: latest available
maxResults	int	Maximum holders to return. Default: `20`

GetOwnershipHistory

Get the historical trend of institutional ownership across multiple quarters. Shows how total shares, market value, and number of holders have changed over time.

Parameter	Type	Description
ticker	string	Required. Company ticker symbol (e.g., AAPL, MSFT)
maxPeriods	int	Quarterly periods to return. Default: `8`

GetInstitutionPortfolio

View the stock portfolio of a specific institutional investor from their 13F-HR filing. Shows all tracked stocks held with share counts and market values.

Parameter	Type	Description
institutionName	string	Required. Institution name or partial name to search for
reportDate	string	Report date in YYYY-MM-DD format. Default: latest available
maxResults	int	Maximum holdings to return. Default: `20`

SearchInstitutions

Search for institutional investors by name. Returns matching institutions with their SEC CIK number, city, and state/country.

Parameter	Type	Description
query	string	Required. Institution name or partial name
maxResults	int	Maximum results to return. Default: `10`

Document Text Tools

Direct text access to SEC filings and earnings call transcripts.

SearchDocumentKeyword

Perform a case-insensitive keyword search within a specific filing or transcript. Returns matching lines with surrounding context and line numbers.

Parameter	Type	Description
documentId	Guid	Required. Document ID from ListCompanyDocuments
keyword	string	Required. Keyword or phrase to search for (case-insensitive)
maxResults	int	Maximum matches to return. Default: `20`

ReadDocumentLines

Read a specific range of lines from a filing or transcript. Returns numbered lines from the original document text.

Parameter	Type	Description
documentId	Guid	Required. Document ID from ListCompanyDocuments
startLine	int	Required. First line to read (1-based, inclusive)
endLine	int	Required. Last line to read (1-based, inclusive)

Insider Trading Tools

Insider buying and selling activity from SEC Form 3 and Form 4 filings.

GetInsiderTransactions

Get recent insider trading transactions (purchases, sales, awards) for a stock. Shows insider name, role, transaction type, shares, price, and post-transaction ownership.

Parameter	Type	Description
ticker	string	Required. Company ticker symbol (e.g., AAPL, MSFT)
maxResults	int	Maximum transactions to return. Default: `50`

GetInsiderOwnership

Get a summary of current insider ownership for a stock. Shows each insider, their role, total shares held, and most recent transaction.

Parameter	Type	Description
ticker	string	Required. Company ticker symbol (e.g., AAPL, MSFT)

SearchInsiders

Search for corporate insiders (directors, officers, 10% owners) by name.

Parameter	Type	Description
query	string	Required. Insider name or partial name
maxResults	int	Maximum results to return. Default: `10`

Congressional Trading Tools

Stock trades by members of Congress disclosed under the STOCK Act.

GetCongressionalTrades

Get congressional stock trades for a specific ticker. Shows which members bought or sold shares, transaction dates, and estimated amounts.

Parameter	Type	Description
ticker	string	Required. Stock ticker symbol (e.g., AAPL, NVDA)
transactionType	string	Filter: `Purchase` or `Sale`. Default: all
startDate	string	Start date in YYYY-MM-DD format. Default: 1 year ago
endDate	string	End date in YYYY-MM-DD format. Default: latest
maxResults	int	Maximum trades to return. Default: `50`

GetMemberTrades

Get all trading activity for a specific congress member. Use SearchCongressMembers to find member names.

Parameter	Type	Description
memberName	string	Required. Congress member name (e.g., Nancy Pelosi)
transactionType	string	Filter: `Purchase` or `Sale`. Default: all
startDate	string	Start date in YYYY-MM-DD format. Default: 1 year ago
endDate	string	End date in YYYY-MM-DD format. Default: latest
maxResults	int	Maximum trades to return. Default: `50`

SearchCongressMembers

Search for members of Congress by name. Returns matching members with their position (Senator/Representative).

Parameter	Type	Description
query	string	Required. Partial or full name (e.g., Pelosi, Cruz)
maxResults	int	Maximum results to return. Default: `20`

Short Selling Tools

Short volume, short interest, and fails-to-deliver data from FINRA and SEC.

GetShortVolume

Get daily short volume data from FINRA. Shows short volume, exempt volume, total volume, and short volume percentage. High short volume % (>50%) may indicate bearish pressure.

Parameter	Type	Description
ticker	string	Required. Stock ticker symbol (e.g., AAPL, GME)
startDate	string	Start date in YYYY-MM-DD format. Default: 3 months ago
endDate	string	End date in YYYY-MM-DD format. Default: latest
maxResults	int	Maximum records to return. Default: `90`

GetShortInterest

Get bi-monthly short interest data from FINRA. Shows current short position, change from previous period, average daily volume, and days to cover. High days-to-cover (>5) suggests a potential short squeeze.

Parameter	Type	Description
ticker	string	Required. Stock ticker symbol (e.g., AAPL, GME)
startDate	string	Start date in YYYY-MM-DD format. Default: 1 year ago
endDate	string	End date in YYYY-MM-DD format. Default: latest
maxResults	int	Maximum records to return. Default: `24`

GetShortInterestSnapshot

Get the latest short interest across all stocks, sorted by days to cover. Useful for finding stocks prone to short squeezes.

Parameter	Type	Description
minDaysToCover	decimal	Minimum days to cover filter. Default: `0`
maxResults	int	Maximum results to return. Default: `50`

GetFailsToDeliver

Get fails-to-deliver (FTD) data from SEC. Shows settlement dates, quantities of shares that failed to deliver, and price at settlement. High FTD counts may indicate naked short selling or settlement issues.

Parameter	Type	Description
ticker	string	Required. Stock ticker symbol (e.g., AAPL, GME)
startDate	string	Start date in YYYY-MM-DD format. Default: 3 months ago
endDate	string	End date in YYYY-MM-DD format. Default: latest
maxResults	int	Maximum records to return. Default: `90`

Stock Price Tools

Daily OHLCV price history from Yahoo Finance.

GetStockPrices

Get daily OHLCV (Open, High, Low, Close, Volume) price history for a stock. Useful for technical analysis, charting, and price trend analysis.

Parameter	Type	Description
ticker	string	Required. Stock ticker symbol (e.g., AAPL, MSFT, TSLA)
startDate	string	Start date in YYYY-MM-DD format. Default: 1 year ago
endDate	string	End date in YYYY-MM-DD format. Default: latest
maxResults	int	Maximum records to return. Default: `250`

GetLatestPrices

Get the most recent closing price and volume for one or more stocks. Useful for quick price checks across a portfolio or watchlist.

Parameter	Type	Description
tickers	string	Required. Comma-separated ticker symbols (e.g., AAPL,MSFT,GOOG)

Economic Indicator Tools

Macroeconomic data from the Federal Reserve Economic Data (FRED) database.

GetEconomicIndicator

Get time series data for a FRED economic indicator. Supports indicators like FEDFUNDS, CPIAUCSL (CPI), UNRATE (unemployment), GDP, T10Y2Y (yield spread), and more. Use SearchEconomicIndicators to discover available series.

Parameter	Type	Description
seriesId	string	Required. FRED series ID (e.g., FEDFUNDS, CPIAUCSL, UNRATE, GDP)
startDate	string	Start date in YYYY-MM-DD format. Default: 1 year ago
endDate	string	End date in YYYY-MM-DD format. Default: latest
maxResults	int	Maximum observations to return. Default: `100`

GetLatestEconomicData

Get the latest values for key economic indicators across categories: interest rates, yield spreads, inflation, employment, GDP, money supply, sentiment, housing, exchange rates, and market indicators.

Parameter	Type	Description
category	string	Category filter: `InterestRates`, `YieldSpreads`, `Inflation`, `Employment`, `GdpAndOutput`, `MoneySupply`, `Sentiment`, `Housing`, `ExchangeRates`, `Market`. Default: all

SearchEconomicIndicators

Search for available FRED economic indicator series by name or series ID.

Parameter	Type	Description
query	string	Required. Series ID or keyword (e.g., inflation, unemployment, GDP)
maxResults	int	Maximum results to return. Default: `20`

Futures Positioning Tools

Commitments of Traders (COT) data from the CFTC showing commercial and speculative futures positioning.

GetCftcPositioning

Get COT positioning data for a specific futures contract. Shows commercial and non-commercial positions over time. Use SearchCftcMarkets to find market codes.

Parameter	Type	Description
marketCode	string	Required. CFTC market code (e.g., 067651 for Crude Oil, 088691 for Gold)
startDate	string	Start date in YYYY-MM-DD format. Default: 1 year ago
endDate	string	End date in YYYY-MM-DD format. Default: latest
maxResults	int	Maximum reports to return. Default: `52`

GetLatestCftcData

Get the latest COT positioning snapshot across all tracked futures contracts, grouped by category.

Parameter	Type	Description
category	string	Category filter: `Agriculture`, `Energy`, `Metals`, `EquityIndices`, `InterestRates`, `Currencies`. Default: all

SearchCftcMarkets

Search for available CFTC futures contracts by name or market code.

Parameter	Type	Description
query	string	Required. Market code or name keyword (e.g., gold, crude, S&P)
maxResults	int	Maximum results to return. Default: `20`

Market Sentiment Tools

CBOE volatility and options sentiment indicators.

GetPutCallRatios

Get CBOE put/call ratio data showing market sentiment. High ratios (>1.0) indicate bearish sentiment; low ratios (<0.7) indicate bullish sentiment.

Parameter	Type	Description
type	string	Ratio type: `Total`, `Equity`, `Index`, `Vix`, `Etp`. Default: `Equity`
startDate	string	Start date in YYYY-MM-DD format. Default: 3 months ago
endDate	string	End date in YYYY-MM-DD format. Default: latest
maxResults	int	Maximum records to return. Default: `60`

GetVixHistory

Get CBOE Volatility Index (VIX) historical daily OHLC data. Below 15 = low volatility/complacency, above 30 = high fear/uncertainty. Data available from 1990 to present.

Parameter	Type	Description
startDate	string	Start date in YYYY-MM-DD format. Default: 3 months ago
endDate	string	End date in YYYY-MM-DD format. Default: latest
maxResults	int	Maximum records to return. Default: `60`

Institutional Holdings (13F)

Quarterly 13F filings from institutional investment managers with over $100M in qualifying assets. Each record represents a single holding position from a 13F-HR filing.

Field	Type	Description
InstitutionalHolder	string	Name of the filing institution
CommonStock	string	Ticker of the held stock
FilingDate	date	Date the 13F was filed
ReportDate	date	End of reporting period (quarter end)
Value	long	Market value of holding (USD)
Shares	long	Number of shares held
ShareType	enum	Share type (SH, PRN, etc.)
InvestmentDiscretion	enum	Sole, Shared, or Defined
VotingAuthSole	long	Sole voting authority shares
VotingAuthShared	long	Shared voting authority shares
VotingAuthNone	long	No voting authority shares
CUSIP	string	CUSIP identifier
AccessionNumber	string	Filing accession number

Daily Short Volume

Daily short sale volume data. Shows the breakdown of short volume, short exempt volume, and total consolidated volume for each stock.

Field	Type	Description
CommonStock	string	Ticker symbol
Date	date	Trading date
ShortVolume	long	Number of shares sold short
ShortExemptVolume	long	Short exempt volume (market makers)
TotalVolume	long	Total consolidated volume

Short Interest

Bi-monthly short interest data on the 15th and last business day of each month. Shows aggregate short positions and days-to-cover ratios.

Field	Type	Description
CommonStock	string	Ticker symbol
SettlementDate	date	Settlement date of short interest
CurrentShortPosition	long	Current aggregate short position
PreviousShortPosition	long	Previous period's short position
ChangeInShortPosition	long	Change from previous period
AverageDailyVolume	long	Average daily trading volume
DaysToCover	decimal	Short position / average daily volume

Fails to Deliver

Fails-to-deliver data showing securities that were not delivered on the settlement date. Published twice monthly with approximately a 4-week lag.

Field	Type	Description
CommonStock	string	Ticker symbol
SettlementDate	date	Settlement date of the failure
Quantity	long	Number of shares that failed to deliver
Price	decimal	Closing price on the settlement date

SEC Filings

The MCP server provides semantic search across the following SEC filing types and earnings call transcripts.

Annual & Quarterly

10-K 10-Q 10-K/A 10-Q/A

Current Reports

8-K 8-K/A

International & Earnings

20-F 6-K 40-F Earnings Calls

Rate Limits & Errors

Rate limits are applied per API key on a daily basis. If you exceed your limit, the response includes a Retry-After header indicating when you can retry.

HTTP Status Codes

Status	Meaning	What to do
200	OK	Request succeeded
401	Unauthorized	Check your API key is valid and correctly formatted
429	Too Many Requests	Rate limit exceeded — wait for the `Retry-After` duration
500	Internal Server Error	Server-side issue — retry after a brief delay