Tools overview

Once you've connected a client, your agent can call any of these tools by name — you don't invoke them yourself, the model picks the right tool for the question. Each returns structured, sourced data, and every data call counts against your daily limit. Most underlying datasets also have REST API endpoints, but each surface documents its own response shape and coverage; customer concentration over MCP additionally serves supported tagged XBRL.

The tools are split into fourteen families. Each family page lists its tools with the parameters they take, an example prompt, and a real, trimmed sample of what they return (mostly for NVIDIA, ticker NVDA) so you can see the shape of the data before wiring anything up.

Tool families

• Filings & documents — search, list, and read SEC filings and transcripts; Form D.
• Fundamentals & valuation — XBRL statements and facts, revenue breakdowns, KPIs, the non-GAAP bridge, guidance, and valuation multiples.
• Earnings calls & investor relations — earnings-call briefs and insights, call events and speakers, and IR events and news.
• Institutional holdings (13F) — top holders, ownership history, buyers/sellers, institution portfolios, and super-investors.
• Funds & advisers — registered funds and ETFs (NPORT / N-CEN), fund overlap and consensus, and Form ADV advisers.
• Insider trading — Form 3 initial ownership, Forms 4/5 transactions, Form 144 proposed sales, and insider-sentiment scores.
• Congressional trading — trades by ticker or member, member net-worth, and market-wide aggregates.
• Short selling — short volume, short interest, off-exchange volume, fails-to-deliver, and composite squeeze scores.
• Capital, executives & screening — buybacks and ATM programs, executive changes and pay, the stock screener, government contracts, and FDA catalysts.
• Prices & technicals — daily OHLCV, latest prices, current intraday quotes, and technical indicators.
• Options — listed expirations, the calls-and-puts chain with greeks and open interest, and a single contract by OCC symbol.
• Economic, futures & sentiment — FRED series and calendar, market status, CFTC positioning, and CBOE put/call and VIX.
• IPOs — the S-1/F-1 pipeline with verified offer terms, pre-IPO financials, and prospectus insights.
• Stock indexes — constituents of the S&P 500, 400 and 600, the Nasdaq-100, the Russell 1000 and 2000 and the Dow, what has joined or left each one, and the published entry rules applied to every company we track.
• Your portfolio — the stock and option lots you save in your own account, priced, with cost basis and realized profit, plus a watchlist of instruments you follow without holding. The only tools that write.

Sending call feedback

Alongside the data tools, the server exposes two feedback tools. Your agent calls them on its own, without prompting from you, and the feedback reaches the same queue our team works from.

• ReportProblem — for an Equibles tool the agent actually called that failed, timed out, returned an unexpectedly empty answer, or produced figures the agent can verify are not credible.
• SuggestToolImprovement — for an existing Equibles tool the agent actually called when a concrete operation, filter, parameter, or output option would have made the call materially more useful. It is not for requesting a new tool or sending a general product idea.

Both feedback tools follow the same rules:

• They are free and never count against your daily limit.
• They send the call, not you: the tool name, safe call arguments, the problem or limitation, and the expected result or proposed change. Your question and any private argument values are omitted or redacted.
• They never replace an answer — the agent files the note and carries on with your request.

Good agents mention when they have filed feedback. If you would rather they did not report or suggest anything, tell your assistant not to use these tools.

Conventions

• Tickers are US-listed symbols (e.g. NVDA, AAPL). Company-scoped tools take a ticker.
• Dates are YYYY-MM-DD. Where a tool accepts a date it defaults to the latest available.
• Result size — list tools take maxResults (each documents its default); the server caps large lists.
• Sourcing — every figure is drawn from SEC filings, exchange data, or the company's own disclosures; nothing is estimated. See Data methodology.

To chain several tools into a workflow, see the recipes.