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

Short Selling Data

Daily volume, bi-monthly interest, fails to deliver

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"}}'

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)

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