{ "openapi": "3.1.0", "info": { "title": "EvidInvest Financial Data API", "version": "1.0.0", "description": "REST API exposing 42+ financial data, valuation, SEC filing, and portfolio tools. Designed for AI agents and external LLMs (GPT, Gemini, Claude). Authenticate with a Bearer API key issued at https://evidinvest.com/settings/api-keys. Each tool call consumes 1 MCP credit.", "contact": { "name": "EvidInvest", "url": "https://evidinvest.com" } }, "servers": [ { "url": "https://mcp.evidinvest.com", "description": "Production" } ], "components": { "securitySchemes": { "BearerAuth": { "type": "http", "scheme": "bearer", "bearerFormat": "EvidInvest API key (evid_sk_...)" } } }, "security": [ { "BearerAuth": [] } ], "paths": { "/v1/tools/get_company_profile": { "post": { "operationId": "call_get_company_profile", "summary": "Get company profile information including name, sector, industry, exchange, and description", "description": "Get company profile information including name, sector, industry, exchange, and description", "tags": [ "Financial Data" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "symbol": { "type": "string", "description": "Stock symbol (e.g., AAPL, MSFT)" } }, "required": [ "symbol" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/get_income_statement": { "post": { "operationId": "call_get_income_statement", "summary": "Get income statement data with key metrics like revenue, gross profit, operating income, EBITDA, and net income", "description": "Get income statement data with key metrics like revenue, gross profit, operating income, EBITDA, and net income", "tags": [ "Financial Data" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "symbol": { "type": "string", "description": "Stock symbol (e.g., AAPL, MSFT)" }, "period": { "type": "string", "enum": [ "annual", "quarterly" ], "description": "Period type (default: annual)" }, "limit": { "type": "number", "description": "Number of periods to return" } }, "required": [ "symbol" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/get_balance_sheet": { "post": { "operationId": "call_get_balance_sheet", "summary": "Get balance sheet data with assets, liabilities, equity, and debt information", "description": "Get balance sheet data with assets, liabilities, equity, and debt information", "tags": [ "Financial Data" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "symbol": { "type": "string", "description": "Stock symbol (e.g., AAPL, MSFT)" }, "period": { "type": "string", "enum": [ "annual", "quarterly" ], "description": "Period type (default: annual)" }, "limit": { "type": "number", "description": "Number of periods to return" } }, "required": [ "symbol" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/get_cash_flow": { "post": { "operationId": "call_get_cash_flow", "summary": "Get cash flow statement with operating, investing, and financing activities", "description": "Get cash flow statement with operating, investing, and financing activities", "tags": [ "Financial Data" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "symbol": { "type": "string", "description": "Stock symbol (e.g., AAPL, MSFT)" }, "period": { "type": "string", "enum": [ "annual", "quarterly" ], "description": "Period type (default: annual)" }, "limit": { "type": "number", "description": "Number of periods to return" } }, "required": [ "symbol" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/get_growth_rates": { "post": { "operationId": "call_get_growth_rates", "summary": "Get compound annual growth rates (CAGR) for revenue, net income, EPS, equity, and cash flow", "description": "Get compound annual growth rates (CAGR) for revenue, net income, EPS, equity, and cash flow", "tags": [ "Financial Data" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "symbol": { "type": "string", "description": "Stock symbol (e.g., AAPL, MSFT)" }, "periods": { "type": "array", "items": { "type": "string", "enum": [ "1Y", "2Y", "3Y", "5Y", "10Y", "15Y", "20Y", "30Y" ] }, "description": "Specific periods to return (default: all)" } }, "required": [ "symbol" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/get_pe_ratios": { "post": { "operationId": "call_get_pe_ratios", "summary": "Get price-to-earnings ratios (basic and diluted) with historical data", "description": "Get price-to-earnings ratios (basic and diluted) with historical data", "tags": [ "Financial Data" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "symbol": { "type": "string", "description": "Stock symbol (e.g., AAPL, MSFT)" }, "period": { "type": "string", "enum": [ "quarterly", "yearly", "both" ], "description": "Period type (default: both)" }, "limit": { "type": "number", "description": "Number of periods to return (default: 10)" } }, "required": [ "symbol" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/get_segment_revenue": { "post": { "operationId": "call_get_segment_revenue", "summary": "Get product and operating segment revenue breakdown from SEC EDGAR 10-K/10-Q filings", "description": "Get product and operating segment revenue breakdown from SEC EDGAR 10-K/10-Q filings", "tags": [ "Financial Data" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "symbol": { "type": "string", "description": "Stock symbol (e.g., AAPL, MSFT)" }, "segment_type": { "type": "string", "enum": [ "operating", "product", "both" ], "description": "Segment type filter (default: both)" }, "years": { "type": "number", "description": "Years of history, 1-5 (default: 3)" } }, "required": [ "symbol" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/get_geographic_revenue": { "post": { "operationId": "call_get_geographic_revenue", "summary": "Get geographic revenue breakdown from SEC EDGAR 10-K/10-Q filings", "description": "Get geographic revenue breakdown from SEC EDGAR 10-K/10-Q filings", "tags": [ "Financial Data" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "symbol": { "type": "string", "description": "Stock symbol (e.g., AAPL, MSFT)" }, "years": { "type": "number", "description": "Years of history, 1-5 (default: 3)" } }, "required": [ "symbol" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/get_major_customers": { "post": { "operationId": "call_get_major_customers", "summary": "Get major customer concentration data from SEC EDGAR 10-K filings (customers >10% of revenue)", "description": "Get major customer concentration data from SEC EDGAR 10-K filings (customers >10% of revenue)", "tags": [ "Financial Data" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "symbol": { "type": "string", "description": "Stock symbol (e.g., AAPL, MSFT)" }, "years": { "type": "number", "description": "Years of history, 1-5 (default: 3)" } }, "required": [ "symbol" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/get_current_price": { "post": { "operationId": "call_get_current_price", "summary": "Get the most recent stock price and trading data", "description": "Get the most recent stock price and trading data", "tags": [ "Market Data" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "symbol": { "type": "string", "description": "Stock symbol (e.g., AAPL, MSFT)" } }, "required": [ "symbol" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/get_historical_prices": { "post": { "operationId": "call_get_historical_prices", "summary": "Get historical stock price data over a specified period", "description": "Get historical stock price data over a specified period", "tags": [ "Market Data" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "symbol": { "type": "string", "description": "Stock symbol (e.g., AAPL, MSFT)" }, "days": { "type": "number", "description": "Number of days of history (default: 30, max: 365)" }, "from": { "type": "string", "description": "Start date (YYYY-MM-DD)" }, "to": { "type": "string", "description": "End date (YYYY-MM-DD)" } }, "required": [ "symbol" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/get_enterprise_value": { "post": { "operationId": "call_get_enterprise_value", "summary": "Get enterprise value, market cap, debt, and cash data", "description": "Get enterprise value, market cap, debt, and cash data", "tags": [ "Market Data" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "symbol": { "type": "string", "description": "Stock symbol (e.g., AAPL, MSFT)" }, "limit": { "type": "number", "description": "Number of historical periods (default: 5)" } }, "required": [ "symbol" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/get_company_peers": { "post": { "operationId": "call_get_company_peers", "summary": "Get peer/comparable companies for a stock", "description": "Get peer/comparable companies for a stock", "tags": [ "Financial Data" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "symbol": { "type": "string", "description": "Stock symbol (e.g., AAPL, MSFT)" } }, "required": [ "symbol" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/get_trading_multiples": { "post": { "operationId": "call_get_trading_multiples", "summary": "Get P/E, EV/EBITDA, P/B, P/S ratios for a company", "description": "Get P/E, EV/EBITDA, P/B, P/S ratios for a company", "tags": [ "Market Data" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "symbol": { "type": "string", "description": "Stock symbol (e.g., AAPL, MSFT)" } }, "required": [ "symbol" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/get_peer_multiples": { "post": { "operationId": "call_get_peer_multiples", "summary": "Get trading multiples for a company's peer group", "description": "Get trading multiples for a company's peer group", "tags": [ "Financial Data" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "symbol": { "type": "string", "description": "Stock symbol (e.g., AAPL, MSFT)" }, "maxPeers": { "type": "number", "description": "Maximum number of peers to include (default: 10)" } }, "required": [ "symbol" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/get_industry_multiples": { "post": { "operationId": "call_get_industry_multiples", "summary": "Get average trading multiples for a company's industry or sector", "description": "Get average trading multiples for a company's industry or sector", "tags": [ "Market Data" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "symbol": { "type": "string", "description": "Stock symbol (e.g., AAPL, MSFT)" }, "groupBy": { "type": "string", "enum": [ "industry", "sector" ], "description": "Group by industry (more specific) or sector (broader)" } }, "required": [ "symbol" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/get_dividend_history": { "post": { "operationId": "call_get_dividend_history", "summary": "Get dividend payment history, yields, and frequency", "description": "Get dividend payment history, yields, and frequency", "tags": [ "Market Data" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "symbol": { "type": "string", "description": "Stock symbol (e.g., AAPL, MSFT)" }, "years": { "type": "number", "description": "Years of dividend history (default: 5)" } }, "required": [ "symbol" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/calculate_wacc": { "post": { "operationId": "call_calculate_wacc", "summary": "Calculate Weighted Average Cost of Capital (WACC) for a company", "description": "Calculate Weighted Average Cost of Capital (WACC) for a company", "tags": [ "Calculations" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "symbol": { "type": "string", "description": "Stock symbol (e.g., AAPL, MSFT)" }, "riskFreeRate": { "type": "number", "description": "Risk-free rate (default: 0.045 or 4.5%)" }, "marketRiskPremium": { "type": "number", "description": "Market risk premium (default: 0.06 or 6%)" } }, "required": [ "symbol" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/calculate_dcf": { "post": { "operationId": "call_calculate_dcf", "summary": "Calculate DCF (Discounted Cash Flow) valuation with sensitivity analysis", "description": "Calculate DCF (Discounted Cash Flow) valuation with sensitivity analysis", "tags": [ "Calculations" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "symbol": { "type": "string", "description": "Stock symbol (e.g., AAPL, MSFT)" }, "revenueGrowthRate": { "type": "number", "description": "Revenue growth rate (default: 0.05 or 5%)" }, "terminalGrowthRate": { "type": "number", "description": "Terminal growth rate (default: 0.025 or 2.5%)" }, "discountRate": { "type": "number", "description": "Discount rate/WACC (default: calculated from company data)" }, "projectionYears": { "type": "number", "description": "Number of projection years (default: 5)" } }, "required": [ "symbol" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/calculate_margin_of_safety": { "post": { "operationId": "call_calculate_margin_of_safety", "summary": "Calculate Margin of Safety valuation using 7-step methodology", "description": "Calculate Margin of Safety valuation using 7-step methodology", "tags": [ "Calculations" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "symbol": { "type": "string", "description": "Stock symbol (e.g., AAPL, MSFT)" }, "discountRate": { "type": "number", "description": "Discount rate (default: 0.10 or 10%)" }, "marginOfSafety": { "type": "number", "description": "Margin of safety percentage (default: 0.40 or 40%)" }, "projectionYears": { "type": "number", "description": "Number of projection years (default: 10)" } }, "required": [ "symbol" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/calculate_comparables": { "post": { "operationId": "call_calculate_comparables", "summary": "Calculate valuation using comparable company analysis (trading multiples)", "description": "Calculate valuation using comparable company analysis (trading multiples)", "tags": [ "Calculations" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "symbol": { "type": "string", "description": "Stock symbol (e.g., AAPL, MSFT)" }, "multiple": { "type": "string", "enum": [ "pe", "ev_ebitda", "price_to_book", "price_to_sales", "all" ], "description": "Which multiple to use (default: all)" } }, "required": [ "symbol" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/calculate_ddm": { "post": { "operationId": "call_calculate_ddm", "summary": "Calculate Dividend Discount Model (DDM) valuation", "description": "Calculate Dividend Discount Model (DDM) valuation", "tags": [ "Calculations" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "symbol": { "type": "string", "description": "Stock symbol (e.g., AAPL, MSFT)" }, "requiredReturn": { "type": "number", "description": "Required rate of return (default: 0.10 or 10%)" }, "dividendGrowthRate": { "type": "number", "description": "Expected dividend growth rate (if not provided, calculated from history)" } }, "required": [ "symbol" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/get_company_snapshot": { "post": { "operationId": "call_get_company_snapshot", "summary": "Get a rich financial snapshot of a company: price, market cap, sector, PE, P/S, EV/EBITDA, revenue, EBITDA, net income, and description", "description": "Get a rich financial snapshot of a company: price, market cap, sector, PE, P/S, EV/EBITDA, revenue, EBITDA, net income, and description", "tags": [ "Financial Data" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "symbol": { "type": "string", "description": "Stock symbol (e.g., AAPL, MSFT)" } }, "required": [ "symbol" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/get_valuation_metric": { "post": { "operationId": "call_get_valuation_metric", "summary": "Get a single valuation metric (dcf, pe, peg, pb, ps, ev_ebitda) with an interpretation label and one-line explanation", "description": "Get a single valuation metric (dcf, pe, peg, pb, ps, ev_ebitda) with an interpretation label and one-line explanation", "tags": [ "Valuation" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "symbol": { "type": "string", "description": "Stock symbol (e.g., AAPL, MSFT)" }, "metric": { "type": "string", "enum": [ "dcf", "pe", "peg", "pb", "ps", "ev_ebitda" ], "description": "Valuation metric to compute" } }, "required": [ "symbol", "metric" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/get_fair_value_range": { "post": { "operationId": "call_get_fair_value_range", "summary": "Get a bear/base/bull intrinsic value range combining DCF, sector PE, and PEG estimates", "description": "Get a bear/base/bull intrinsic value range combining DCF, sector PE, and PEG estimates", "tags": [ "Valuation" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "symbol": { "type": "string", "description": "Stock symbol (e.g., AAPL, MSFT)" } }, "required": [ "symbol" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/get_dcf_valuation": { "post": { "operationId": "call_get_dcf_valuation", "summary": "Full DCF valuation with year-by-year projections, terminal value, and WACC breakdown", "description": "Full DCF valuation with year-by-year projections, terminal value, and WACC breakdown", "tags": [ "Valuation" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "symbol": { "type": "string", "description": "Stock symbol (e.g., AAPL, MSFT)" }, "growth_rate": { "type": "number", "description": "FCF growth rate override (e.g., 0.08 for 8%). Default: 5%" }, "discount_rate": { "type": "number", "description": "Discount rate / WACC override. Default: calculated from company data" } }, "required": [ "symbol" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/get_reverse_dcf": { "post": { "operationId": "call_get_reverse_dcf", "summary": "Reverse DCF: given the current market price, solve for the implied FCF growth rate the market is pricing in", "description": "Reverse DCF: given the current market price, solve for the implied FCF growth rate the market is pricing in", "tags": [ "Valuation" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "symbol": { "type": "string", "description": "Stock symbol (e.g., AAPL, MSFT)" } }, "required": [ "symbol" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/compare_stocks": { "post": { "operationId": "call_compare_stocks", "summary": "Side-by-side valuation comparison of up to 5 stocks: PE, PEG, P/B, P/S, EV/EBITDA, plus cheapest-by-metric summary", "description": "Side-by-side valuation comparison of up to 5 stocks: PE, PEG, P/B, P/S, EV/EBITDA, plus cheapest-by-metric summary", "tags": [ "Valuation" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "symbols": { "type": "array", "items": { "type": "string" }, "minItems": 2, "maxItems": 5, "description": "Array of 2–5 stock symbols (e.g. [\"AAPL\", \"MSFT\", \"GOOG\"])" } }, "required": [ "symbols" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/get_cagr_matrix": { "post": { "operationId": "call_get_cagr_matrix", "summary": "Get 1Y/3Y/5Y/10Y/15Y CAGR matrix for revenue, EPS, net income, or EBITDA", "description": "Get 1Y/3Y/5Y/10Y/15Y CAGR matrix for revenue, EPS, net income, or EBITDA", "tags": [ "Valuation" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "symbol": { "type": "string", "description": "Stock symbol (e.g., AAPL, MSFT)" }, "metric": { "type": "string", "enum": [ "revenue", "eps", "netincome", "ebitda" ], "description": "Metric to compute CAGR for (default: revenue)" } }, "required": [ "symbol" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/get_growth_trajectory": { "post": { "operationId": "call_get_growth_trajectory", "summary": "Get a company's EPS growth trajectory and two-stage DCF fair value range. Returns trajectory shape (ACCELERATING/STABLE/RECOVERY/DECELERATING/DETERIORATING), near-term growth rate (g_near), long-term industry rate (g_long), and a conservative–moderate–bull fair value range.", "description": "Get a company's EPS growth trajectory and two-stage DCF fair value range. Returns trajectory shape (ACCELERATING/STABLE/RECOVERY/DECELERATING/DETERIORATING), near-term growth rate (g_near), long-term industry rate (g_long), and a conservative–moderate–bull fair value range.", "tags": [ "Financial Data" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "symbol": { "type": "string", "description": "Stock symbol (e.g., AAPL, MSFT)" } }, "required": [ "symbol" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/list_user_stock_lists": { "post": { "operationId": "call_list_user_stock_lists", "summary": "List the authenticated user's stock lists, watchlists, and portfolio lists, including symbols and item counts", "description": "List the authenticated user's stock lists, watchlists, and portfolio lists, including symbols and item counts", "tags": [ "User Lists" ], "requestBody": { "required": false, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "list_type": { "type": "string", "enum": [ "list", "watchlist", "portfolio" ], "description": "Optional list type filter" } } } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/create_user_stock_list": { "post": { "operationId": "call_create_user_stock_list", "summary": "Create a new stock list, watchlist, or portfolio list for the authenticated user", "description": "Create a new stock list, watchlist, or portfolio list for the authenticated user", "tags": [ "Valuation" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "name": { "type": "string", "description": "List name" }, "list_type": { "type": "string", "enum": [ "list", "watchlist", "portfolio" ], "description": "Type of list to create (default: list)" }, "description": { "type": "string", "description": "Optional description" }, "color": { "type": "string", "description": "Optional hex color" }, "is_public": { "type": "boolean", "description": "Whether the list should be public" }, "symbols": { "type": "array", "items": { "type": "string" }, "description": "Optional starting symbols" } }, "required": [ "name" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/add_symbols_to_user_list": { "post": { "operationId": "call_add_symbols_to_user_list", "summary": "Add one or more stock symbols to one of the authenticated user's lists", "description": "Add one or more stock symbols to one of the authenticated user's lists", "tags": [ "User Lists" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "list_id": { "type": "integer", "description": "Target stock list ID" }, "symbols": { "type": "array", "items": { "type": "string" }, "minItems": 1, "description": "Symbols to add" } }, "required": [ "list_id", "symbols" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/remove_symbols_from_user_list": { "post": { "operationId": "call_remove_symbols_from_user_list", "summary": "Remove one or more stock symbols from one of the authenticated user's lists", "description": "Remove one or more stock symbols from one of the authenticated user's lists", "tags": [ "User Lists" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "list_id": { "type": "integer", "description": "Target stock list ID" }, "symbols": { "type": "array", "items": { "type": "string" }, "minItems": 1, "description": "Symbols to remove" } }, "required": [ "list_id", "symbols" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/set_user_list_watched": { "post": { "operationId": "call_set_user_list_watched", "summary": "Turn a list's watched state on or off", "description": "Turn a list's watched state on or off", "tags": [ "User Lists" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "list_id": { "type": "integer", "description": "Target stock list ID" }, "watched": { "type": "boolean", "description": "Desired watched state" } }, "required": [ "list_id", "watched" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/delete_user_stock_list": { "post": { "operationId": "call_delete_user_stock_list", "summary": "Delete one of the authenticated user's non-system stock lists", "description": "Delete one of the authenticated user's non-system stock lists", "tags": [ "Valuation" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "list_id": { "type": "integer", "description": "Target stock list ID" } }, "required": [ "list_id" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/get_list_items": { "post": { "operationId": "call_get_list_items", "summary": "Get all symbols in one of the authenticated user's stock lists, with company profile data", "description": "Get all symbols in one of the authenticated user's stock lists, with company profile data", "tags": [ "User Lists" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "list_id": { "type": "integer", "description": "Stock list ID" } }, "required": [ "list_id" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/get_watchlist_status": { "post": { "operationId": "call_get_watchlist_status", "summary": "Get the watchlist status and tier limits for one of the authenticated user's lists", "description": "Get the watchlist status and tier limits for one of the authenticated user's lists", "tags": [ "User Lists" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "list_id": { "type": "integer", "description": "Stock list ID" } }, "required": [ "list_id" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/optimize_portfolio": { "post": { "operationId": "call_optimize_portfolio", "summary": "Optimize portfolio weights using Markowitz Modern Portfolio Theory (MPT)", "description": "Optimize portfolio weights using Markowitz Modern Portfolio Theory (MPT)", "tags": [ "Portfolio" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "symbols": { "type": "array", "items": { "type": "string" }, "minItems": 2, "maxItems": 30, "description": "Array of 2–30 stock symbols" }, "lookback_days": { "type": "number", "description": "Days of price history to use (default: 365)" }, "risk_free_rate": { "type": "number", "description": "Annual risk-free rate (default: 0.05 = 5%)" }, "optimization_target": { "type": "string", "enum": [ "max_sharpe", "min_variance", "efficient_frontier" ], "description": "Optimization objective (default: max_sharpe)" } }, "required": [ "symbols" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/portfolio_risk_decomposition": { "post": { "operationId": "call_portfolio_risk_decomposition", "summary": "Decompose portfolio risk by position: marginal contribution to risk (MCR), VaR 95%, CVaR 95%, and diversification ratio", "description": "Decompose portfolio risk by position: marginal contribution to risk (MCR), VaR 95%, CVaR 95%, and diversification ratio", "tags": [ "Portfolio" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "symbols": { "type": "array", "items": { "type": "string" }, "minItems": 2, "description": "Array of stock symbols" }, "weights": { "type": "object", "additionalProperties": { "type": "number" }, "description": "Optional dict of symbol → weight (will be normalized to sum to 1)" }, "lookback_days": { "type": "number", "description": "Days of price history (default: 252)" } }, "required": [ "symbols" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/sec_get_profile": { "post": { "operationId": "call_sec_get_profile", "summary": "Get a structured SEC filing profile for a public company (products, customers, suppliers, strategic priorities, competitive moat) extracted from the most recent 10-K or 20-F", "description": "Get a structured SEC filing profile for a public company (products, customers, suppliers, strategic priorities, competitive moat) extracted from the most recent 10-K or 20-F", "tags": [ "SEC Filings" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "symbol": { "type": "string", "description": "Stock ticker (e.g. NVDA, AAPL, TSM, ASML)" }, "year": { "type": "number", "description": "Fiscal year (optional — defaults to most recent)" } }, "required": [ "symbol" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/sec_get_supply_chain": { "post": { "operationId": "call_sec_get_supply_chain", "summary": "Get SEC-cited supply chain edges for a company (source/target, relationship type, verbatim filing quote)", "description": "Get SEC-cited supply chain edges for a company (source/target, relationship type, verbatim filing quote)", "tags": [ "SEC Filings" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "symbol": { "type": "string", "description": "Stock ticker" }, "limit": { "type": "number", "description": "Max edges to return (default 30, max 100)" } }, "required": [ "symbol" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/sec_get_risks": { "post": { "operationId": "call_sec_get_risks", "summary": "Get supply chain and customer concentration risk excerpts verbatim from SEC filings (Item 1A)", "description": "Get supply chain and customer concentration risk excerpts verbatim from SEC filings (Item 1A)", "tags": [ "SEC Filings" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "symbol": { "type": "string", "description": "Stock ticker" } }, "required": [ "symbol" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/sec_find_chokepoints": { "post": { "operationId": "call_sec_find_chokepoints", "summary": "Find supply chain chokepoints — companies cited as a dependency in the most other companies' SEC filings", "description": "Find supply chain chokepoints — companies cited as a dependency in the most other companies' SEC filings", "tags": [ "SEC Filings" ], "requestBody": { "required": false, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "limit": { "type": "number", "description": "Number of chokepoints to return (default 15, max 50)" }, "min_sources": { "type": "number", "description": "Only include nodes cited by at least this many companies (default 2)" } } } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/sec_search": { "post": { "operationId": "call_sec_search", "summary": "Search for companies in the EvidInvest SEC supply chain graph by name or ticker", "description": "Search for companies in the EvidInvest SEC supply chain graph by name or ticker", "tags": [ "SEC Filings" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "query": { "type": "string", "description": "Company name or ticker to search for" }, "limit": { "type": "number", "description": "Maximum results (default 10)" } }, "required": [ "query" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } }, "/v1/tools/sec_compare": { "post": { "operationId": "call_sec_compare", "summary": "Compare multiple companies' SEC profiles side by side (products, key suppliers, key customers, top risk themes)", "description": "Compare multiple companies' SEC profiles side by side (products, key suppliers, key customers, top risk themes)", "tags": [ "SEC Filings" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "type": "object", "properties": { "arguments": { "type": "object", "properties": { "tickers": { "type": "array", "items": { "type": "string" }, "minItems": 2, "maxItems": 5, "description": "Ticker symbols to compare (2–5)" } }, "required": [ "tickers" ] } }, "required": [ "arguments" ] } } } }, "responses": { "200": { "description": "Tool result", "content": { "application/json": { "schema": { "type": "object", "properties": { "result": {}, "toolName": { "type": "string" }, "creditsUsed": { "type": "integer" } }, "required": [ "result", "toolName", "creditsUsed" ] } } } }, "401": { "description": "Missing or invalid API key" }, "402": { "description": "No MCP credits remaining" }, "404": { "description": "Tool not found" }, "429": { "description": "Rate limit or monthly tool call limit reached" }, "500": { "description": "Tool execution error" } } } } } }