A Claude Skill is a short SKILL.md that Claude loads to learn how you want a job done. Pair one with the Equibles MCP server and your agent stops answering market questions from memory and starts pulling — and citing — the real numbers, with the right conventions baked in.
The Equibles Skill
Save this as .claude/skills/equibles-research/SKILL.md in your project (Claude Code), or add it as a Skill in Claude Desktop / claude.ai:
---
name: equibles-research
description: Use for any question about US-listed companies — prices, SEC filings,
fundamentals, holdings, insider & congressional trades, short data, earnings calls.
Always pull the numbers from the Equibles tools, never from memory.
---
# Equibles research
## When to use
- Any question that needs a real number, filing, holding, or transcript for a US-listed company.
- Never answer market data from memory — call an Equibles tool. If a tool returns
nothing, say so; don't fill the gap with a guess.
## Conventions
- **Cite the source.** Equibles returns the form, filing date, and period for each
figure — pass those through so every number is traceable.
- **Fiscal periods.** State the fiscal year and period (FY or Q1–Q4). Trailing-
twelve-month (TTM) figures sum the four most recent discrete quarters.
- **Valuation.** Read a multiple against the industry median/quartiles the tool
returns, not in isolation. For REITs, use P/FFO and P/AFFO — not P/E.
- **Guidance.** Note the basis (GAAP vs non-GAAP), and never compare non-GAAP
guidance against a GAAP actual.
- **Prices** are split-adjusted daily closes.
- **13F holdings.** A quarter's filing window stays open 45 days after quarter-end;
funds that haven't filed yet carry their prior-quarter positions.
## Getting the tools
Connect the Equibles MCP server — see https://equibles.com/docs/mcp .
Why it helps
The Skill fixes the two things that go wrong most often when an AI touches financial data:
- It answers from training data instead of the tools. The "never from memory" rule, plus the connected server, keeps answers grounded in live filings.
- It gets a convention subtly wrong — comparing non-GAAP guidance to a GAAP actual, valuing a REIT on P/E, or mixing fiscal periods. The conventions above encode the right call once, so you don't restate them every prompt.
Adapt it freely — add your own coverage rules, preferred peer sets, or output format. The Skill is yours; the tools and their sourcing come from Equibles.