# Equibles Documentation

> Financial data for US-listed companies — SEC filings, institutional holdings, insider & congressional trades, short data, fundamentals, and earnings-call intelligence — available over a REST API and a native MCP server for AI agents.

## Get started

- [Overview](https://equibles.com/docs/index.md): Connect an AI agent over MCP or call the REST API for SEC filings, holdings, insider & congressional trades, short data, fundamentals, and earnings-call intelligence.
- [Quickstart](https://equibles.com/docs/quickstart.md): Go from zero to your first Equibles request in a few minutes — create a key, make a REST call, and connect an AI agent over MCP.
- [Authentication](https://equibles.com/docs/authentication.md): Authenticate to the Equibles API and MCP server with an API key (Bearer header or query parameter) or OAuth for supported AI connectors.
- [MCP vs REST — which to use](https://equibles.com/docs/mcp-vs-rest.md): When to reach for the Equibles MCP server versus the REST API — pick MCP for AI agents, REST for your own code. Both share one daily limit.

## MCP server

- [Connect the MCP server](https://equibles.com/docs/mcp.md): Connect Claude, Cursor, ChatGPT, VS Code, or any MCP client to the Equibles MCP server for live financial data.
- [Claude Code](https://equibles.com/docs/mcp/claude-code.md): Connect Claude Code to the Equibles MCP server with a single command and query live financial data from your terminal.
- [Claude Desktop](https://equibles.com/docs/mcp/claude-desktop.md): Connect Claude Desktop to the Equibles MCP server as a custom connector over OAuth — no API key to manage.
- [Claude web](https://equibles.com/docs/mcp/claude-web.md): Connect claude.ai to the Equibles MCP server as a custom connector over OAuth — no API key to manage.
- [Cursor](https://equibles.com/docs/mcp/cursor.md): Connect Cursor to the Equibles MCP server via mcp.json and query live financial data from the editor.
- [VS Code](https://equibles.com/docs/mcp/vscode.md): Connect VS Code (GitHub Copilot agent mode) to the Equibles MCP server via mcp.json and query live financial data.
- [ChatGPT](https://equibles.com/docs/mcp/chatgpt.md): Connect ChatGPT to the Equibles MCP server as a custom connector over OAuth — no API key to manage.
- [Windsurf](https://equibles.com/docs/mcp/windsurf.md): Connect Windsurf (Cascade) to the Equibles MCP server via mcp_config.json and query live financial data.
- [Gemini CLI](https://equibles.com/docs/mcp/gemini-cli.md): Connect the Gemini CLI to the Equibles MCP server via settings.json and query live financial data from your terminal.
- [Any MCP client](https://equibles.com/docs/mcp/other.md): The generic Streamable-HTTP recipe for connecting any MCP-capable client to the Equibles MCP server.
- [Tool reference](https://equibles.com/docs/mcp/tools.md): Every tool the Equibles MCP server exposes — filings, holdings, insider and congressional trades, short data, fundamentals, earnings calls, prices, and economic data.
- [Tools in detail](https://equibles.com/docs/mcp/tool-examples.md): Ten flagship Equibles MCP tools shown with their parameters, an example prompt, and a real sample of what they return — screening, valuation, fundamentals, guidance, earnings, holdings, insider and congressional trades, short interest, and buybacks.
- [Write a Claude Skill](https://equibles.com/docs/mcp/claude-skill.md): A ready-to-use Equibles Skill (SKILL.md) that teaches Claude your house conventions for financial research — always cite the filing, read TTM correctly, value REITs on P/FFO, and never answer from memory.

## REST API

- [REST API](https://equibles.com/docs/api.md): The Equibles REST API — base URL, authentication, pagination, JSON response envelope, and error format at api.equibles.com/v1.
- [Endpoint reference](https://equibles.com/docs/api/endpoints.md): All Equibles REST API v1 endpoints — prices, SEC filings, institutional holdings, insider and congressional trades, short data, funds, economic data, and more.

## Reference

- [Rate limits & errors](https://equibles.com/docs/rate-limits.md): Equibles API rate limits and error format — daily limits shared across REST and MCP, rate-limit headers, HTTP status codes, and the JSON error envelope.
- [Data coverage](https://equibles.com/docs/data.md): What data Equibles covers and where it comes from — SEC EDGAR filings and XBRL, 13F holdings, insider and congressional trades, FINRA short data, FRED, CFTC, CBOE, and prices.
- [Changelog](https://equibles.com/docs/changelog.md): What's new in the Equibles API and MCP server — new tools, endpoints, datasets, and docs, newest first. We only make additive changes within a version.

## Recipes

- [Recipes](https://equibles.com/docs/recipes.md): Task-oriented workflows that chain several Equibles tools together — analyze an earnings call, screen then deep-dive a name, track ownership shifts, build a short-squeeze view, and value a company in context.
- [Analyze an earnings call](https://equibles.com/docs/recipes/earnings-call.md): Chain the Equibles earnings-brief, call-insights, and fundamentals tools to read a quarter end-to-end — what management said, how it landed, and the numbers behind it.
- [Screen, then deep-dive a name](https://equibles.com/docs/recipes/screen-and-deep-dive.md): Use ScreenStocks to narrow the US universe, then chain the holdings, insider, fundamentals, and valuation tools to build the full picture on a match.
- [Track a stock's ownership shift](https://equibles.com/docs/recipes/ownership-shift.md): Combine 13F ownership history, insider transactions, congressional trades, and short interest to see who is accumulating or distributing a stock.
- [Build a short-squeeze view](https://equibles.com/docs/recipes/short-squeeze.md): Score the market with GetShortSqueezeScores, then stress-test a candidate with the underlying short-interest, fails-to-deliver, catalyst, and ownership tools.
- [Value a company in context](https://equibles.com/docs/recipes/value-in-context.md): Read a company's valuation the way an analyst does — multiples against peers and over time, the earnings behind them, forward guidance, and capital returns.