{"$schema":"https://wellknown.network/schemas/agent-record-v1.json","schemaVersion":"1","id":"ag_5zk6jpxmsgdn","handle":"fintel-discovery-financial-intelligence-for-ai-a","url":"https://wellknown.network/agents/fintel-discovery-financial-intelligence-for-ai-a","links":{"self":"https://wellknown.network/agents/fintel-discovery-financial-intelligence-for-ai-a/record.json","html":"https://wellknown.network/agents/fintel-discovery-financial-intelligence-for-ai-a","markdown":"https://wellknown.network/agents/fintel-discovery-financial-intelligence-for-ai-a/record.md","api":"https://wellknown.network/api/v1/agents/fintel-discovery-financial-intelligence-for-ai-a","status":"https://wellknown.network/api/v1/agents/fintel-discovery-financial-intelligence-for-ai-a/status","claim":"https://wellknown.network/agents/fintel-discovery-financial-intelligence-for-ai-a/claim","claimApi":"https://wellknown.network/api/v1/claims","claimDescriptor":"https://wellknown.network/agents/fintel-discovery-financial-intelligence-for-ai-a/claim.json","badge":"https://wellknown.network/agents/fintel-discovery-financial-intelligence-for-ai-a/badge.svg","openapi":"https://wellknown.network/openapi.json","history":"https://wellknown.network/api/v1/agents/fintel-discovery-financial-intelligence-for-ai-a/history","tools":"https://wellknown.network/api/v1/agents/fintel-discovery-financial-intelligence-for-ai-a/tools"},"ard":{"identifier":"urn:air:ai.fin-discovery.com:server:fintel-discovery-financial-intelligence-for-ai-a","type":"application/mcp-server-card+json"},"kind":"mcp_server","declared":{"name":"Fintel Discovery — Financial Intelligence for AI Agents","summary":"Delivers public regulatory and market data from 11 key sources such as FINRA, SEC, Census, FRED","description":"Delivers public regulatory and market data from 11 key sources such as FINRA, SEC, Census, FRED","publisher":{"name":"findimitrov","url":null},"homepage":null,"repository":null,"version":"1.0.2","license":null,"protocols":["mcp"],"tags":[],"pricing":null,"endpoints":[{"url":"https://ai.fin-discovery.com/mcp","type":"mcp_streamable_http","auth":null,"probeable":true}],"skills":null,"tools":null,"extra":{"updatedAt":"2026-04-11T00:32:21.446754Z","publishedAt":"2026-04-11T00:32:21.446754Z","registryName":"io.github.findimitrov/fintel-discovery"},"attribution":{"kind":"mcp_registry","name":"mcp_registry","summary":"mcp_registry","version":"mcp_registry","description":"mcp_registry","publisherName":"mcp_registry"}},"derived":{"capabilities":[{"slug":"finance.markets","name":"Markets & Trading","confidence":1,"provenance":"derived"},{"slug":"finance.banking","name":"Banking","confidence":1,"provenance":"derived"},{"slug":"ai.evaluation","name":"Evaluation & Benchmarks","confidence":0.54,"provenance":"derived"},{"slug":"data.database","name":"Databases","confidence":0.525,"provenance":"derived"},{"slug":"commerce.pricing","name":"Pricing & Quotes","confidence":0.525,"provenance":"derived"},{"slug":"documents.conversion","name":"Document Conversion","confidence":0.51,"provenance":"derived"}],"categories":["ai","commerce","data","documents","finance"],"language":"en"},"observed":{"status":"live","statusReason":"Responded 3h ago.","lastOkAt":"2026-10-10T17:30:05.650Z","lastProbedAt":"2026-10-10T17:30:05.650Z","statusComputedAt":"2026-10-10T17:30:55.885Z","reliability30d":{"probes":112,"successRate":1,"p50Ms":103,"basis":"service","measures":{"availability":"availability","latency":"response time","tools":"tool surface observed","summary":"Checks reached the service itself."},"checks":{"total":109,"ok":109,"authBoundaryOk":0,"serviceOk":109,"note":"Counted from the observation rows for the window, checks of the server only (HTTP, A2A card, MCP initialize). ok = authBoundaryOk + serviceOk. `probes` is the sum of daily rollups and includes registry checks, so it can differ from `total`."}},"latestObservations":[{"at":"2026-10-10T17:30:05.650Z","kind":"mcp_initialize","ok":true,"httpStatus":200,"latencyMs":100,"error":null,"detail":{"tools":[{"name":"SearchBrokerCheck","description":"\n Search FINRA BrokerCheck for registered individual brokers and financial\n representatives by name. Returns CRD number, current firm, registratio"},{"name":"SearchBrokerCheckFirm","description":"\n Search FINRA BrokerCheck for broker-dealer firms by name. Returns firm\n CRD, registration status, city, state, and disclosure flag.\n\n Use"},{"name":"GetBrokerCheckDetail","description":"\n Retrieve the full FINRA BrokerCheck profile for one individual using\n their CRD number. Returns complete employment history, exam qualifications"},{"name":"SearchIAPDFirm","description":"\n Search the SEC Investment Adviser Public Disclosure (IAPD) database for\n registered investment advisor (RIA) firms by name. Returns firm CRD,\n "},{"name":"GetIAPDFirmDetail","description":"\n Retrieve the full Form ADV filing detail for one RIA firm by its CRD number.\n Returns all Form ADV Part 1 fields: client types, advisory activit"},{"name":"SearchEdgar13F","description":"\n Search SEC EDGAR for 13F-HR institutional holdings filings by institution\n name. Returns filing date, entity name, period of report, and accessi"},{"name":"GetEdgarCompanyFilings","description":"\n Retrieve all SEC filings for a company or institution using its CIK\n (Central Index Key). Returns every filing on record: form type, date,\n "},{"name":"GetTerritoryWealthProfile","description":"\n Retrieve US Census American Community Survey (ACS) income and wealth proxy\n data for a ZIP code or state. Returns median household income, media"},{"name":"GetTickerInfo","description":"\n Fetch the full Yahoo Finance profile for a stock, ETF, mutual fund, crypto,\n or index. Returns name, sector, industry, market cap, P/E ratio, 52"},{"name":"GetPriceHistory","description":"\n Fetch OHLCV (Open, High, Low, Close, Volume) price history for one ticker.\n Returns daily, weekly, monthly, or intraday bars over any period.\n\n "},{"name":"GetMultiTickerHistory","description":"\n Fetch OHLCV price history for multiple tickers in a single call.\n Returns a flattened table with columns like 'AAPL_Close', 'SPY_Volume', etc.\n\n"},{"name":"GetOptionsExpirations","description":"\n List all available options expiry dates for a ticker. Use this before\n calling GetOptionsChain to find a valid expiry date.\n\n Use this to"},{"name":"GetOptionsChain","description":"\n Fetch the full options chain (calls and puts) for one expiry date.\n Returns strike price, bid, ask, last price, implied volatility, open\n "},{"name":"GetFinancials","description":"\n Fetch income statement, cash flow statement, or balance sheet for a stock.\n Returns up to 4 years of annual data or 4 quarters of quarterly data"},{"name":"GetEarningsHistory","description":"\n Fetch earnings history (EPS actual vs estimate, surprise %) and upcoming\n earnings dates with consensus estimates. Also returns forward EPS esti"},{"name":"GetAnalystRatings","description":"\n Fetch analyst buy/sell/hold consensus ratings, current price targets\n (low, high, mean, median), and the full history of analyst upgrades\n "},{"name":"GetHolders","description":"\n Fetch ownership data for a stock: top institutional holders, mutual fund\n holders, and recent insider transactions (buys/sells by executives).\n\n"},{"name":"GetDividendsAndSplits","description":"\n Fetch the full history of cash dividends, stock splits, and combined\n corporate actions for a ticker. Returns date, amount/ratio for each event."},{"name":"GetFundProfile","description":"\n Fetch ETF or mutual fund specific data: top holdings with weight %,\n sector allocations, expense ratio, bond credit quality ratings,\n and"},{"name":"LookupTicker","description":"\n Search for a Yahoo Finance ticker symbol by company name, fund name,\n or keyword. Returns matching symbols with exchange and asset type.\n "},{"name":"SearchFundsByCategory","description":"\n Search SEC EDGAR for mutual fund and ETF filers by investment category or\n keyword. Queries N-1A and 485BPOS (and N-2 for closed-end) prospectus"},{"name":"GetFundFees","description":"\n Retrieve expense ratios and fee breakdown for a mutual fund or ETF using\n its SEC CIK. Reads structured XBRL data filed with prospectuses using "},{"name":"Get13FHoldings","description":"\n Fetch and parse the complete equity holdings table from a specific SEC 13F-HR\n filing. Any institution managing more than $100M in US equities m"},{"name":"SearchIAPDIndividual","description":"\n Search SEC IAPD (Investment Adviser Public Disclosure) for individual\n investment advisor representatives (IARs) by name. Returns CRD number,\n "},{"name":"GetIAPDIndividualDetail","description":"\n Retrieve the full SEC IAPD profile for one individual investment advisor\n representative using their CRD number. Returns complete registration h"},{"name":"SearchFredSeries","description":"\n Search the Federal Reserve Bank of St. Louis FRED database for economic\n data series by keyword. Returns series ID, title, frequency, units,\n "},{"name":"GetFredSeriesData","description":"\n Fetch time-series observation data from FRED for a specific economic\n series. Returns date + value pairs with series metadata (title, units,\n "},{"name":"MapInstrumentIds","description":"\n Map financial instrument identifiers between different ID systems using\n Bloomberg's OpenFIGI service. Converts between ticker symbols, ISINs,\n "},{"name":"SearchFigiInstruments","description":"\n Search Bloomberg OpenFIGI for financial instruments by name or keyword.\n Returns FIGI, ticker, exchange, security type, and composite FIGI for\n "},{"name":"SearchLEI","description":"\n Search the Global Legal Entity Identifier Foundation (GLEIF) database\n for Legal Entity Identifiers (LEIs) by entity name. Returns the 20-charac"},{"name":"GetLEIDetail","description":"\n Retrieve the full GLEIF LEI record for one legal entity using its\n 20-character LEI code. Returns legal name, registration status, legal\n "},{"name":"GetAdvisorBenchmarks","description":"\n Return Kitces Research advisor practice benchmark data for independent\n and RIA-affiliated financial advisors. Covers median and top-quartile\n "}],"toolCount":32,"toolsHash":"fc2d0faed079da8ae2182b60edf2452c0b1a167b44d37b9a946bc9314fedd400","serverName":"finToolsServer","capabilities":["experimental","prompts","resources","tools"],"serverVersion":"1.26.0","protocolVersion":"2025-06-18"}},{"at":"2026-10-10T11:25:07.112Z","kind":"mcp_initialize","ok":true,"httpStatus":200,"latencyMs":102,"error":null,"detail":{"tools":[{"name":"SearchBrokerCheck","description":"\n Search FINRA BrokerCheck for registered individual brokers and financial\n representatives by name. Returns CRD number, current firm, registratio"},{"name":"SearchBrokerCheckFirm","description":"\n Search FINRA BrokerCheck for broker-dealer firms by name. Returns firm\n CRD, registration status, city, state, and disclosure flag.\n\n Use"},{"name":"GetBrokerCheckDetail","description":"\n Retrieve the full FINRA BrokerCheck profile for one individual using\n their CRD number. Returns complete employment history, exam qualifications"},{"name":"SearchIAPDFirm","description":"\n Search the SEC Investment Adviser Public Disclosure (IAPD) database for\n registered investment advisor (RIA) firms by name. Returns firm CRD,\n "},{"name":"GetIAPDFirmDetail","description":"\n Retrieve the full Form ADV filing detail for one RIA firm by its CRD number.\n Returns all Form ADV Part 1 fields: client types, advisory activit"},{"name":"SearchEdgar13F","description":"\n Search SEC EDGAR for 13F-HR institutional holdings filings by institution\n name. Returns filing date, entity name, period of report, and accessi"},{"name":"GetEdgarCompanyFilings","description":"\n Retrieve all SEC filings for a company or institution using its CIK\n (Central Index Key). Returns every filing on record: form type, date,\n "},{"name":"GetTerritoryWealthProfile","description":"\n Retrieve US Census American Community Survey (ACS) income and wealth proxy\n data for a ZIP code or state. Returns median household income, media"},{"name":"GetTickerInfo","description":"\n Fetch the full Yahoo Finance profile for a stock, ETF, mutual fund, crypto,\n or index. Returns name, sector, industry, market cap, P/E ratio, 52"},{"name":"GetPriceHistory","description":"\n Fetch OHLCV (Open, High, Low, Close, Volume) price history for one ticker.\n Returns daily, weekly, monthly, or intraday bars over any period.\n\n "},{"name":"GetMultiTickerHistory","description":"\n Fetch OHLCV price history for multiple tickers in a single call.\n Returns a flattened table with columns like 'AAPL_Close', 'SPY_Volume', etc.\n\n"},{"name":"GetOptionsExpirations","description":"\n List all available options expiry dates for a ticker. Use this before\n calling GetOptionsChain to find a valid expiry date.\n\n Use this to"},{"name":"GetOptionsChain","description":"\n Fetch the full options chain (calls and puts) for one expiry date.\n Returns strike price, bid, ask, last price, implied volatility, open\n "},{"name":"GetFinancials","description":"\n Fetch income statement, cash flow statement, or balance sheet for a stock.\n Returns up to 4 years of annual data or 4 quarters of quarterly data"},{"name":"GetEarningsHistory","description":"\n Fetch earnings history (EPS actual vs estimate, surprise %) and upcoming\n earnings dates with consensus estimates. Also returns forward EPS esti"},{"name":"GetAnalystRatings","description":"\n Fetch analyst buy/sell/hold consensus ratings, current price targets\n (low, high, mean, median), and the full history of analyst upgrades\n "},{"name":"GetHolders","description":"\n Fetch ownership data for a stock: top institutional holders, mutual fund\n holders, and recent insider transactions (buys/sells by executives).\n\n"},{"name":"GetDividendsAndSplits","description":"\n Fetch the full history of cash dividends, stock splits, and combined\n corporate actions for a ticker. Returns date, amount/ratio for each event."},{"name":"GetFundProfile","description":"\n Fetch ETF or mutual fund specific data: top holdings with weight %,\n sector allocations, expense ratio, bond credit quality ratings,\n and"},{"name":"LookupTicker","description":"\n Search for a Yahoo Finance ticker symbol by company name, fund name,\n or keyword. Returns matching symbols with exchange and asset type.\n "},{"name":"SearchFundsByCategory","description":"\n Search SEC EDGAR for mutual fund and ETF filers by investment category or\n keyword. Queries N-1A and 485BPOS (and N-2 for closed-end) prospectus"},{"name":"GetFundFees","description":"\n Retrieve expense ratios and fee breakdown for a mutual fund or ETF using\n its SEC CIK. Reads structured XBRL data filed with prospectuses using "},{"name":"Get13FHoldings","description":"\n Fetch and parse the complete equity holdings table from a specific SEC 13F-HR\n filing. Any institution managing more than $100M in US equities m"},{"name":"SearchIAPDIndividual","description":"\n Search SEC IAPD (Investment Adviser Public Disclosure) for individual\n investment advisor representatives (IARs) by name. Returns CRD number,\n "},{"name":"GetIAPDIndividualDetail","description":"\n Retrieve the full SEC IAPD profile for one individual investment advisor\n representative using their CRD number. Returns complete registration h"},{"name":"SearchFredSeries","description":"\n Search the Federal Reserve Bank of St. Louis FRED database for economic\n data series by keyword. Returns series ID, title, frequency, units,\n "},{"name":"GetFredSeriesData","description":"\n Fetch time-series observation data from FRED for a specific economic\n series. Returns date + value pairs with series metadata (title, units,\n "},{"name":"MapInstrumentIds","description":"\n Map financial instrument identifiers between different ID systems using\n Bloomberg's OpenFIGI service. Converts between ticker symbols, ISINs,\n "},{"name":"SearchFigiInstruments","description":"\n Search Bloomberg OpenFIGI for financial instruments by name or keyword.\n Returns FIGI, ticker, exchange, security type, and composite FIGI for\n "},{"name":"SearchLEI","description":"\n Search the Global Legal Entity Identifier Foundation (GLEIF) database\n for Legal Entity Identifiers (LEIs) by entity name. Returns the 20-charac"},{"name":"GetLEIDetail","description":"\n Retrieve the full GLEIF LEI record for one legal entity using its\n 20-character LEI code. Returns legal name, registration status, legal\n "},{"name":"GetAdvisorBenchmarks","description":"\n Return Kitces Research advisor practice benchmark data for independent\n and RIA-affiliated financial advisors. Covers median and top-quartile\n "}],"toolCount":32,"toolsHash":"fc2d0faed079da8ae2182b60edf2452c0b1a167b44d37b9a946bc9314fedd400","serverName":"finToolsServer","capabilities":["experimental","prompts","resources","tools"],"serverVersion":"1.26.0","protocolVersion":"2025-06-18"}},{"at":"2026-10-10T04:31:24.638Z","kind":"mcp_initialize","ok":true,"httpStatus":200,"latencyMs":94,"error":null,"detail":{"tools":[{"name":"SearchBrokerCheck","description":"\n Search FINRA BrokerCheck for registered individual brokers and financial\n representatives by name. Returns CRD number, current firm, registratio"},{"name":"SearchBrokerCheckFirm","description":"\n Search FINRA BrokerCheck for broker-dealer firms by name. Returns firm\n CRD, registration status, city, state, and disclosure flag.\n\n Use"},{"name":"GetBrokerCheckDetail","description":"\n Retrieve the full FINRA BrokerCheck profile for one individual using\n their CRD number. Returns complete employment history, exam qualifications"},{"name":"SearchIAPDFirm","description":"\n Search the SEC Investment Adviser Public Disclosure (IAPD) database for\n registered investment advisor (RIA) firms by name. Returns firm CRD,\n "},{"name":"GetIAPDFirmDetail","description":"\n Retrieve the full Form ADV filing detail for one RIA firm by its CRD number.\n Returns all Form ADV Part 1 fields: client types, advisory activit"},{"name":"SearchEdgar13F","description":"\n Search SEC EDGAR for 13F-HR institutional holdings filings by institution\n name. Returns filing date, entity name, period of report, and accessi"},{"name":"GetEdgarCompanyFilings","description":"\n Retrieve all SEC filings for a company or institution using its CIK\n (Central Index Key). Returns every filing on record: form type, date,\n "},{"name":"GetTerritoryWealthProfile","description":"\n Retrieve US Census American Community Survey (ACS) income and wealth proxy\n data for a ZIP code or state. Returns median household income, media"},{"name":"GetTickerInfo","description":"\n Fetch the full Yahoo Finance profile for a stock, ETF, mutual fund, crypto,\n or index. Returns name, sector, industry, market cap, P/E ratio, 52"},{"name":"GetPriceHistory","description":"\n Fetch OHLCV (Open, High, Low, Close, Volume) price history for one ticker.\n Returns daily, weekly, monthly, or intraday bars over any period.\n\n "},{"name":"GetMultiTickerHistory","description":"\n Fetch OHLCV price history for multiple tickers in a single call.\n Returns a flattened table with columns like 'AAPL_Close', 'SPY_Volume', etc.\n\n"},{"name":"GetOptionsExpirations","description":"\n List all available options expiry dates for a ticker. Use this before\n calling GetOptionsChain to find a valid expiry date.\n\n Use this to"},{"name":"GetOptionsChain","description":"\n Fetch the full options chain (calls and puts) for one expiry date.\n Returns strike price, bid, ask, last price, implied volatility, open\n "},{"name":"GetFinancials","description":"\n Fetch income statement, cash flow statement, or balance sheet for a stock.\n Returns up to 4 years of annual data or 4 quarters of quarterly data"},{"name":"GetEarningsHistory","description":"\n Fetch earnings history (EPS actual vs estimate, surprise %) and upcoming\n earnings dates with consensus estimates. Also returns forward EPS esti"},{"name":"GetAnalystRatings","description":"\n Fetch analyst buy/sell/hold consensus ratings, current price targets\n (low, high, mean, median), and the full history of analyst upgrades\n "},{"name":"GetHolders","description":"\n Fetch ownership data for a stock: top institutional holders, mutual fund\n holders, and recent insider transactions (buys/sells by executives).\n\n"},{"name":"GetDividendsAndSplits","description":"\n Fetch the full history of cash dividends, stock splits, and combined\n corporate actions for a ticker. Returns date, amount/ratio for each event."},{"name":"GetFundProfile","description":"\n Fetch ETF or mutual fund specific data: top holdings with weight %,\n sector allocations, expense ratio, bond credit quality ratings,\n and"},{"name":"LookupTicker","description":"\n Search for a Yahoo Finance ticker symbol by company name, fund name,\n or keyword. Returns matching symbols with exchange and asset type.\n "},{"name":"SearchFundsByCategory","description":"\n Search SEC EDGAR for mutual fund and ETF filers by investment category or\n keyword. Queries N-1A and 485BPOS (and N-2 for closed-end) prospectus"},{"name":"GetFundFees","description":"\n Retrieve expense ratios and fee breakdown for a mutual fund or ETF using\n its SEC CIK. Reads structured XBRL data filed with prospectuses using "},{"name":"Get13FHoldings","description":"\n Fetch and parse the complete equity holdings table from a specific SEC 13F-HR\n filing. Any institution managing more than $100M in US equities m"},{"name":"SearchIAPDIndividual","description":"\n Search SEC IAPD (Investment Adviser Public Disclosure) for individual\n investment advisor representatives (IARs) by name. Returns CRD number,\n "},{"name":"GetIAPDIndividualDetail","description":"\n Retrieve the full SEC IAPD profile for one individual investment advisor\n representative using their CRD number. Returns complete registration h"},{"name":"SearchFredSeries","description":"\n Search the Federal Reserve Bank of St. Louis FRED database for economic\n data series by keyword. Returns series ID, title, frequency, units,\n "},{"name":"GetFredSeriesData","description":"\n Fetch time-series observation data from FRED for a specific economic\n series. Returns date + value pairs with series metadata (title, units,\n "},{"name":"MapInstrumentIds","description":"\n Map financial instrument identifiers between different ID systems using\n Bloomberg's OpenFIGI service. Converts between ticker symbols, ISINs,\n "},{"name":"SearchFigiInstruments","description":"\n Search Bloomberg OpenFIGI for financial instruments by name or keyword.\n Returns FIGI, ticker, exchange, security type, and composite FIGI for\n "},{"name":"SearchLEI","description":"\n Search the Global Legal Entity Identifier Foundation (GLEIF) database\n for Legal Entity Identifiers (LEIs) by entity name. Returns the 20-charac"},{"name":"GetLEIDetail","description":"\n Retrieve the full GLEIF LEI record for one legal entity using its\n 20-character LEI code. Returns legal name, registration status, legal\n "},{"name":"GetAdvisorBenchmarks","description":"\n Return Kitces Research advisor practice benchmark data for independent\n and RIA-affiliated financial advisors. Covers median and top-quartile\n "}],"toolCount":32,"toolsHash":"fc2d0faed079da8ae2182b60edf2452c0b1a167b44d37b9a946bc9314fedd400","serverName":"finToolsServer","capabilities":["experimental","prompts","resources","tools"],"serverVersion":"1.26.0","protocolVersion":"2025-06-18"}},{"at":"2026-10-09T21:27:00.497Z","kind":"mcp_initialize","ok":true,"httpStatus":200,"latencyMs":89,"error":null,"detail":{"tools":[{"name":"SearchBrokerCheck","description":"\n Search FINRA BrokerCheck for registered individual brokers and financial\n representatives by name. Returns CRD number, current firm, registratio"},{"name":"SearchBrokerCheckFirm","description":"\n Search FINRA BrokerCheck for broker-dealer firms by name. Returns firm\n CRD, registration status, city, state, and disclosure flag.\n\n Use"},{"name":"GetBrokerCheckDetail","description":"\n Retrieve the full FINRA BrokerCheck profile for one individual using\n their CRD number. Returns complete employment history, exam qualifications"},{"name":"SearchIAPDFirm","description":"\n Search the SEC Investment Adviser Public Disclosure (IAPD) database for\n registered investment advisor (RIA) firms by name. Returns firm CRD,\n "},{"name":"GetIAPDFirmDetail","description":"\n Retrieve the full Form ADV filing detail for one RIA firm by its CRD number.\n Returns all Form ADV Part 1 fields: client types, advisory activit"},{"name":"SearchEdgar13F","description":"\n Search SEC EDGAR for 13F-HR institutional holdings filings by institution\n name. Returns filing date, entity name, period of report, and accessi"},{"name":"GetEdgarCompanyFilings","description":"\n Retrieve all SEC filings for a company or institution using its CIK\n (Central Index Key). Returns every filing on record: form type, date,\n "},{"name":"GetTerritoryWealthProfile","description":"\n Retrieve US Census American Community Survey (ACS) income and wealth proxy\n data for a ZIP code or state. Returns median household income, media"},{"name":"GetTickerInfo","description":"\n Fetch the full Yahoo Finance profile for a stock, ETF, mutual fund, crypto,\n or index. Returns name, sector, industry, market cap, P/E ratio, 52"},{"name":"GetPriceHistory","description":"\n Fetch OHLCV (Open, High, Low, Close, Volume) price history for one ticker.\n Returns daily, weekly, monthly, or intraday bars over any period.\n\n "},{"name":"GetMultiTickerHistory","description":"\n Fetch OHLCV price history for multiple tickers in a single call.\n Returns a flattened table with columns like 'AAPL_Close', 'SPY_Volume', etc.\n\n"},{"name":"GetOptionsExpirations","description":"\n List all available options expiry dates for a ticker. Use this before\n calling GetOptionsChain to find a valid expiry date.\n\n Use this to"},{"name":"GetOptionsChain","description":"\n Fetch the full options chain (calls and puts) for one expiry date.\n Returns strike price, bid, ask, last price, implied volatility, open\n "},{"name":"GetFinancials","description":"\n Fetch income statement, cash flow statement, or balance sheet for a stock.\n Returns up to 4 years of annual data or 4 quarters of quarterly data"},{"name":"GetEarningsHistory","description":"\n Fetch earnings history (EPS actual vs estimate, surprise %) and upcoming\n earnings dates with consensus estimates. Also returns forward EPS esti"},{"name":"GetAnalystRatings","description":"\n Fetch analyst buy/sell/hold consensus ratings, current price targets\n (low, high, mean, median), and the full history of analyst upgrades\n "},{"name":"GetHolders","description":"\n Fetch ownership data for a stock: top institutional holders, mutual fund\n holders, and recent insider transactions (buys/sells by executives).\n\n"},{"name":"GetDividendsAndSplits","description":"\n Fetch the full history of cash dividends, stock splits, and combined\n corporate actions for a ticker. Returns date, amount/ratio for each event."},{"name":"GetFundProfile","description":"\n Fetch ETF or mutual fund specific data: top holdings with weight %,\n sector allocations, expense ratio, bond credit quality ratings,\n and"},{"name":"LookupTicker","description":"\n Search for a Yahoo Finance ticker symbol by company name, fund name,\n or keyword. Returns matching symbols with exchange and asset type.\n "},{"name":"SearchFundsByCategory","description":"\n Search SEC EDGAR for mutual fund and ETF filers by investment category or\n keyword. Queries N-1A and 485BPOS (and N-2 for closed-end) prospectus"},{"name":"GetFundFees","description":"\n Retrieve expense ratios and fee breakdown for a mutual fund or ETF using\n its SEC CIK. Reads structured XBRL data filed with prospectuses using "},{"name":"Get13FHoldings","description":"\n Fetch and parse the complete equity holdings table from a specific SEC 13F-HR\n filing. Any institution managing more than $100M in US equities m"},{"name":"SearchIAPDIndividual","description":"\n Search SEC IAPD (Investment Adviser Public Disclosure) for individual\n investment advisor representatives (IARs) by name. Returns CRD number,\n "},{"name":"GetIAPDIndividualDetail","description":"\n Retrieve the full SEC IAPD profile for one individual investment advisor\n representative using their CRD number. Returns complete registration h"},{"name":"SearchFredSeries","description":"\n Search the Federal Reserve Bank of St. Louis FRED database for economic\n data series by keyword. Returns series ID, title, frequency, units,\n "},{"name":"GetFredSeriesData","description":"\n Fetch time-series observation data from FRED for a specific economic\n series. Returns date + value pairs with series metadata (title, units,\n "},{"name":"MapInstrumentIds","description":"\n Map financial instrument identifiers between different ID systems using\n Bloomberg's OpenFIGI service. Converts between ticker symbols, ISINs,\n "},{"name":"SearchFigiInstruments","description":"\n Search Bloomberg OpenFIGI for financial instruments by name or keyword.\n Returns FIGI, ticker, exchange, security type, and composite FIGI for\n "},{"name":"SearchLEI","description":"\n Search the Global Legal Entity Identifier Foundation (GLEIF) database\n for Legal Entity Identifiers (LEIs) by entity name. Returns the 20-charac"},{"name":"GetLEIDetail","description":"\n Retrieve the full GLEIF LEI record for one legal entity using its\n 20-character LEI code. Returns legal name, registration status, legal\n "},{"name":"GetAdvisorBenchmarks","description":"\n Return Kitces Research advisor practice benchmark data for independent\n and RIA-affiliated financial advisors. Covers median and top-quartile\n "}],"toolCount":32,"toolsHash":"fc2d0faed079da8ae2182b60edf2452c0b1a167b44d37b9a946bc9314fedd400","serverName":"finToolsServer","capabilities":["experimental","prompts","resources","tools"],"serverVersion":"1.26.0","protocolVersion":"2025-06-18"}},{"at":"2026-10-09T15:33:22.021Z","kind":"mcp_initialize","ok":true,"httpStatus":200,"latencyMs":94,"error":null,"detail":{"tools":[{"name":"SearchBrokerCheck","description":"\n Search FINRA BrokerCheck for registered individual brokers and financial\n representatives by name. Returns CRD number, current firm, registratio"},{"name":"SearchBrokerCheckFirm","description":"\n Search FINRA BrokerCheck for broker-dealer firms by name. Returns firm\n CRD, registration status, city, state, and disclosure flag.\n\n Use"},{"name":"GetBrokerCheckDetail","description":"\n Retrieve the full FINRA BrokerCheck profile for one individual using\n their CRD number. Returns complete employment history, exam qualifications"},{"name":"SearchIAPDFirm","description":"\n Search the SEC Investment Adviser Public Disclosure (IAPD) database for\n registered investment advisor (RIA) firms by name. Returns firm CRD,\n "},{"name":"GetIAPDFirmDetail","description":"\n Retrieve the full Form ADV filing detail for one RIA firm by its CRD number.\n Returns all Form ADV Part 1 fields: client types, advisory activit"},{"name":"SearchEdgar13F","description":"\n Search SEC EDGAR for 13F-HR institutional holdings filings by institution\n name. Returns filing date, entity name, period of report, and accessi"},{"name":"GetEdgarCompanyFilings","description":"\n Retrieve all SEC filings for a company or institution using its CIK\n (Central Index Key). Returns every filing on record: form type, date,\n "},{"name":"GetTerritoryWealthProfile","description":"\n Retrieve US Census American Community Survey (ACS) income and wealth proxy\n data for a ZIP code or state. Returns median household income, media"},{"name":"GetTickerInfo","description":"\n Fetch the full Yahoo Finance profile for a stock, ETF, mutual fund, crypto,\n or index. Returns name, sector, industry, market cap, P/E ratio, 52"},{"name":"GetPriceHistory","description":"\n Fetch OHLCV (Open, High, Low, Close, Volume) price history for one ticker.\n Returns daily, weekly, monthly, or intraday bars over any period.\n\n "},{"name":"GetMultiTickerHistory","description":"\n Fetch OHLCV price history for multiple tickers in a single call.\n Returns a flattened table with columns like 'AAPL_Close', 'SPY_Volume', etc.\n\n"},{"name":"GetOptionsExpirations","description":"\n List all available options expiry dates for a ticker. Use this before\n calling GetOptionsChain to find a valid expiry date.\n\n Use this to"},{"name":"GetOptionsChain","description":"\n Fetch the full options chain (calls and puts) for one expiry date.\n Returns strike price, bid, ask, last price, implied volatility, open\n "},{"name":"GetFinancials","description":"\n Fetch income statement, cash flow statement, or balance sheet for a stock.\n Returns up to 4 years of annual data or 4 quarters of quarterly data"},{"name":"GetEarningsHistory","description":"\n Fetch earnings history (EPS actual vs estimate, surprise %) and upcoming\n earnings dates with consensus estimates. Also returns forward EPS esti"},{"name":"GetAnalystRatings","description":"\n Fetch analyst buy/sell/hold consensus ratings, current price targets\n (low, high, mean, median), and the full history of analyst upgrades\n "},{"name":"GetHolders","description":"\n Fetch ownership data for a stock: top institutional holders, mutual fund\n holders, and recent insider transactions (buys/sells by executives).\n\n"},{"name":"GetDividendsAndSplits","description":"\n Fetch the full history of cash dividends, stock splits, and combined\n corporate actions for a ticker. Returns date, amount/ratio for each event."},{"name":"GetFundProfile","description":"\n Fetch ETF or mutual fund specific data: top holdings with weight %,\n sector allocations, expense ratio, bond credit quality ratings,\n and"},{"name":"LookupTicker","description":"\n Search for a Yahoo Finance ticker symbol by company name, fund name,\n or keyword. Returns matching symbols with exchange and asset type.\n "},{"name":"SearchFundsByCategory","description":"\n Search SEC EDGAR for mutual fund and ETF filers by investment category or\n keyword. Queries N-1A and 485BPOS (and N-2 for closed-end) prospectus"},{"name":"GetFundFees","description":"\n Retrieve expense ratios and fee breakdown for a mutual fund or ETF using\n its SEC CIK. Reads structured XBRL data filed with prospectuses using "},{"name":"Get13FHoldings","description":"\n Fetch and parse the complete equity holdings table from a specific SEC 13F-HR\n filing. Any institution managing more than $100M in US equities m"},{"name":"SearchIAPDIndividual","description":"\n Search SEC IAPD (Investment Adviser Public Disclosure) for individual\n investment advisor representatives (IARs) by name. Returns CRD number,\n "},{"name":"GetIAPDIndividualDetail","description":"\n Retrieve the full SEC IAPD profile for one individual investment advisor\n representative using their CRD number. Returns complete registration h"},{"name":"SearchFredSeries","description":"\n Search the Federal Reserve Bank of St. Louis FRED database for economic\n data series by keyword. Returns series ID, title, frequency, units,\n "},{"name":"GetFredSeriesData","description":"\n Fetch time-series observation data from FRED for a specific economic\n series. Returns date + value pairs with series metadata (title, units,\n "},{"name":"MapInstrumentIds","description":"\n Map financial instrument identifiers between different ID systems using\n Bloomberg's OpenFIGI service. Converts between ticker symbols, ISINs,\n "},{"name":"SearchFigiInstruments","description":"\n Search Bloomberg OpenFIGI for financial instruments by name or keyword.\n Returns FIGI, ticker, exchange, security type, and composite FIGI for\n "},{"name":"SearchLEI","description":"\n Search the Global Legal Entity Identifier Foundation (GLEIF) database\n for Legal Entity Identifiers (LEIs) by entity name. Returns the 20-charac"},{"name":"GetLEIDetail","description":"\n Retrieve the full GLEIF LEI record for one legal entity using its\n 20-character LEI code. Returns legal name, registration status, legal\n "},{"name":"GetAdvisorBenchmarks","description":"\n Return Kitces Research advisor practice benchmark data for independent\n and RIA-affiliated financial advisors. Covers median and top-quartile\n "}],"toolCount":32,"toolsHash":"fc2d0faed079da8ae2182b60edf2452c0b1a167b44d37b9a946bc9314fedd400","serverName":"finToolsServer","capabilities":["experimental","prompts","resources","tools"],"serverVersion":"1.26.0","protocolVersion":"2025-06-18"}},{"at":"2026-10-09T09:28:31.850Z","kind":"mcp_initialize","ok":true,"httpStatus":200,"latencyMs":102,"error":null,"detail":{"tools":[{"name":"SearchBrokerCheck","description":"\n Search FINRA BrokerCheck for registered individual brokers and financial\n representatives by name. Returns CRD number, current firm, registratio"},{"name":"SearchBrokerCheckFirm","description":"\n Search FINRA BrokerCheck for broker-dealer firms by name. Returns firm\n CRD, registration status, city, state, and disclosure flag.\n\n Use"},{"name":"GetBrokerCheckDetail","description":"\n Retrieve the full FINRA BrokerCheck profile for one individual using\n their CRD number. Returns complete employment history, exam qualifications"},{"name":"SearchIAPDFirm","description":"\n Search the SEC Investment Adviser Public Disclosure (IAPD) database for\n registered investment advisor (RIA) firms by name. Returns firm CRD,\n "},{"name":"GetIAPDFirmDetail","description":"\n Retrieve the full Form ADV filing detail for one RIA firm by its CRD number.\n Returns all Form ADV Part 1 fields: client types, advisory activit"},{"name":"SearchEdgar13F","description":"\n Search SEC EDGAR for 13F-HR institutional holdings filings by institution\n name. Returns filing date, entity name, period of report, and accessi"},{"name":"GetEdgarCompanyFilings","description":"\n Retrieve all SEC filings for a company or institution using its CIK\n (Central Index Key). Returns every filing on record: form type, date,\n "},{"name":"GetTerritoryWealthProfile","description":"\n Retrieve US Census American Community Survey (ACS) income and wealth proxy\n data for a ZIP code or state. Returns median household income, media"},{"name":"GetTickerInfo","description":"\n Fetch the full Yahoo Finance profile for a stock, ETF, mutual fund, crypto,\n or index. Returns name, sector, industry, market cap, P/E ratio, 52"},{"name":"GetPriceHistory","description":"\n Fetch OHLCV (Open, High, Low, Close, Volume) price history for one ticker.\n Returns daily, weekly, monthly, or intraday bars over any period.\n\n "},{"name":"GetMultiTickerHistory","description":"\n Fetch OHLCV price history for multiple tickers in a single call.\n Returns a flattened table with columns like 'AAPL_Close', 'SPY_Volume', etc.\n\n"},{"name":"GetOptionsExpirations","description":"\n List all available options expiry dates for a ticker. Use this before\n calling GetOptionsChain to find a valid expiry date.\n\n Use this to"},{"name":"GetOptionsChain","description":"\n Fetch the full options chain (calls and puts) for one expiry date.\n Returns strike price, bid, ask, last price, implied volatility, open\n "},{"name":"GetFinancials","description":"\n Fetch income statement, cash flow statement, or balance sheet for a stock.\n Returns up to 4 years of annual data or 4 quarters of quarterly data"},{"name":"GetEarningsHistory","description":"\n Fetch earnings history (EPS actual vs estimate, surprise %) and upcoming\n earnings dates with consensus estimates. Also returns forward EPS esti"},{"name":"GetAnalystRatings","description":"\n Fetch analyst buy/sell/hold consensus ratings, current price targets\n (low, high, mean, median), and the full history of analyst upgrades\n "},{"name":"GetHolders","description":"\n Fetch ownership data for a stock: top institutional holders, mutual fund\n holders, and recent insider transactions (buys/sells by executives).\n\n"},{"name":"GetDividendsAndSplits","description":"\n Fetch the full history of cash dividends, stock splits, and combined\n corporate actions for a ticker. Returns date, amount/ratio for each event."},{"name":"GetFundProfile","description":"\n Fetch ETF or mutual fund specific data: top holdings with weight %,\n sector allocations, expense ratio, bond credit quality ratings,\n and"},{"name":"LookupTicker","description":"\n Search for a Yahoo Finance ticker symbol by company name, fund name,\n or keyword. Returns matching symbols with exchange and asset type.\n "},{"name":"SearchFundsByCategory","description":"\n Search SEC EDGAR for mutual fund and ETF filers by investment category or\n keyword. Queries N-1A and 485BPOS (and N-2 for closed-end) prospectus"},{"name":"GetFundFees","description":"\n Retrieve expense ratios and fee breakdown for a mutual fund or ETF using\n its SEC CIK. Reads structured XBRL data filed with prospectuses using "},{"name":"Get13FHoldings","description":"\n Fetch and parse the complete equity holdings table from a specific SEC 13F-HR\n filing. Any institution managing more than $100M in US equities m"},{"name":"SearchIAPDIndividual","description":"\n Search SEC IAPD (Investment Adviser Public Disclosure) for individual\n investment advisor representatives (IARs) by name. Returns CRD number,\n "},{"name":"GetIAPDIndividualDetail","description":"\n Retrieve the full SEC IAPD profile for one individual investment advisor\n representative using their CRD number. Returns complete registration h"},{"name":"SearchFredSeries","description":"\n Search the Federal Reserve Bank of St. Louis FRED database for economic\n data series by keyword. Returns series ID, title, frequency, units,\n "},{"name":"GetFredSeriesData","description":"\n Fetch time-series observation data from FRED for a specific economic\n series. Returns date + value pairs with series metadata (title, units,\n "},{"name":"MapInstrumentIds","description":"\n Map financial instrument identifiers between different ID systems using\n Bloomberg's OpenFIGI service. Converts between ticker symbols, ISINs,\n "},{"name":"SearchFigiInstruments","description":"\n Search Bloomberg OpenFIGI for financial instruments by name or keyword.\n Returns FIGI, ticker, exchange, security type, and composite FIGI for\n "},{"name":"SearchLEI","description":"\n Search the Global Legal Entity Identifier Foundation (GLEIF) database\n for Legal Entity Identifiers (LEIs) by entity name. Returns the 20-charac"},{"name":"GetLEIDetail","description":"\n Retrieve the full GLEIF LEI record for one legal entity using its\n 20-character LEI code. Returns legal name, registration status, legal\n "},{"name":"GetAdvisorBenchmarks","description":"\n Return Kitces Research advisor practice benchmark data for independent\n and RIA-affiliated financial advisors. Covers median and top-quartile\n "}],"toolCount":32,"toolsHash":"fc2d0faed079da8ae2182b60edf2452c0b1a167b44d37b9a946bc9314fedd400","serverName":"finToolsServer","capabilities":["experimental","prompts","resources","tools"],"serverVersion":"1.26.0","protocolVersion":"2025-06-18"}},{"at":"2026-10-09T03:23:54.345Z","kind":"mcp_initialize","ok":true,"httpStatus":200,"latencyMs":101,"error":null,"detail":{"tools":[{"name":"SearchBrokerCheck","description":"\n Search FINRA BrokerCheck for registered individual brokers and financial\n representatives by name. Returns CRD number, current firm, registratio"},{"name":"SearchBrokerCheckFirm","description":"\n Search FINRA BrokerCheck for broker-dealer firms by name. Returns firm\n CRD, registration status, city, state, and disclosure flag.\n\n Use"},{"name":"GetBrokerCheckDetail","description":"\n Retrieve the full FINRA BrokerCheck profile for one individual using\n their CRD number. Returns complete employment history, exam qualifications"},{"name":"SearchIAPDFirm","description":"\n Search the SEC Investment Adviser Public Disclosure (IAPD) database for\n registered investment advisor (RIA) firms by name. Returns firm CRD,\n "},{"name":"GetIAPDFirmDetail","description":"\n Retrieve the full Form ADV filing detail for one RIA firm by its CRD number.\n Returns all Form ADV Part 1 fields: client types, advisory activit"},{"name":"SearchEdgar13F","description":"\n Search SEC EDGAR for 13F-HR institutional holdings filings by institution\n name. Returns filing date, entity name, period of report, and accessi"},{"name":"GetEdgarCompanyFilings","description":"\n Retrieve all SEC filings for a company or institution using its CIK\n (Central Index Key). Returns every filing on record: form type, date,\n "},{"name":"GetTerritoryWealthProfile","description":"\n Retrieve US Census American Community Survey (ACS) income and wealth proxy\n data for a ZIP code or state. Returns median household income, media"},{"name":"GetTickerInfo","description":"\n Fetch the full Yahoo Finance profile for a stock, ETF, mutual fund, crypto,\n or index. Returns name, sector, industry, market cap, P/E ratio, 52"},{"name":"GetPriceHistory","description":"\n Fetch OHLCV (Open, High, Low, Close, Volume) price history for one ticker.\n Returns daily, weekly, monthly, or intraday bars over any period.\n\n "},{"name":"GetMultiTickerHistory","description":"\n Fetch OHLCV price history for multiple tickers in a single call.\n Returns a flattened table with columns like 'AAPL_Close', 'SPY_Volume', etc.\n\n"},{"name":"GetOptionsExpirations","description":"\n List all available options expiry dates for a ticker. Use this before\n calling GetOptionsChain to find a valid expiry date.\n\n Use this to"},{"name":"GetOptionsChain","description":"\n Fetch the full options chain (calls and puts) for one expiry date.\n Returns strike price, bid, ask, last price, implied volatility, open\n "},{"name":"GetFinancials","description":"\n Fetch income statement, cash flow statement, or balance sheet for a stock.\n Returns up to 4 years of annual data or 4 quarters of quarterly data"},{"name":"GetEarningsHistory","description":"\n Fetch earnings history (EPS actual vs estimate, surprise %) and upcoming\n earnings dates with consensus estimates. Also returns forward EPS esti"},{"name":"GetAnalystRatings","description":"\n Fetch analyst buy/sell/hold consensus ratings, current price targets\n (low, high, mean, median), and the full history of analyst upgrades\n "},{"name":"GetHolders","description":"\n Fetch ownership data for a stock: top institutional holders, mutual fund\n holders, and recent insider transactions (buys/sells by executives).\n\n"},{"name":"GetDividendsAndSplits","description":"\n Fetch the full history of cash dividends, stock splits, and combined\n corporate actions for a ticker. Returns date, amount/ratio for each event."},{"name":"GetFundProfile","description":"\n Fetch ETF or mutual fund specific data: top holdings with weight %,\n sector allocations, expense ratio, bond credit quality ratings,\n and"},{"name":"LookupTicker","description":"\n Search for a Yahoo Finance ticker symbol by company name, fund name,\n or keyword. Returns matching symbols with exchange and asset type.\n "},{"name":"SearchFundsByCategory","description":"\n Search SEC EDGAR for mutual fund and ETF filers by investment category or\n keyword. Queries N-1A and 485BPOS (and N-2 for closed-end) prospectus"},{"name":"GetFundFees","description":"\n Retrieve expense ratios and fee breakdown for a mutual fund or ETF using\n its SEC CIK. Reads structured XBRL data filed with prospectuses using "},{"name":"Get13FHoldings","description":"\n Fetch and parse the complete equity holdings table from a specific SEC 13F-HR\n filing. Any institution managing more than $100M in US equities m"},{"name":"SearchIAPDIndividual","description":"\n Search SEC IAPD (Investment Adviser Public Disclosure) for individual\n investment advisor representatives (IARs) by name. Returns CRD number,\n "},{"name":"GetIAPDIndividualDetail","description":"\n Retrieve the full SEC IAPD profile for one individual investment advisor\n representative using their CRD number. Returns complete registration h"},{"name":"SearchFredSeries","description":"\n Search the Federal Reserve Bank of St. Louis FRED database for economic\n data series by keyword. Returns series ID, title, frequency, units,\n "},{"name":"GetFredSeriesData","description":"\n Fetch time-series observation data from FRED for a specific economic\n series. Returns date + value pairs with series metadata (title, units,\n "},{"name":"MapInstrumentIds","description":"\n Map financial instrument identifiers between different ID systems using\n Bloomberg's OpenFIGI service. Converts between ticker symbols, ISINs,\n "},{"name":"SearchFigiInstruments","description":"\n Search Bloomberg OpenFIGI for financial instruments by name or keyword.\n Returns FIGI, ticker, exchange, security type, and composite FIGI for\n "},{"name":"SearchLEI","description":"\n Search the Global Legal Entity Identifier Foundation (GLEIF) database\n for Legal Entity Identifiers (LEIs) by entity name. Returns the 20-charac"},{"name":"GetLEIDetail","description":"\n Retrieve the full GLEIF LEI record for one legal entity using its\n 20-character LEI code. Returns legal name, registration status, legal\n "},{"name":"GetAdvisorBenchmarks","description":"\n Return Kitces Research advisor practice benchmark data for independent\n and RIA-affiliated financial advisors. Covers median and top-quartile\n "}],"toolCount":32,"toolsHash":"fc2d0faed079da8ae2182b60edf2452c0b1a167b44d37b9a946bc9314fedd400","serverName":"finToolsServer","capabilities":["experimental","prompts","resources","tools"],"serverVersion":"1.26.0","protocolVersion":"2025-06-18"}},{"at":"2026-10-08T21:22:12.338Z","kind":"mcp_initialize","ok":true,"httpStatus":200,"latencyMs":92,"error":null,"detail":{"tools":[{"name":"SearchBrokerCheck","description":"\n Search FINRA BrokerCheck for registered individual brokers and financial\n representatives by name. Returns CRD number, current firm, registratio"},{"name":"SearchBrokerCheckFirm","description":"\n Search FINRA BrokerCheck for broker-dealer firms by name. Returns firm\n CRD, registration status, city, state, and disclosure flag.\n\n Use"},{"name":"GetBrokerCheckDetail","description":"\n Retrieve the full FINRA BrokerCheck profile for one individual using\n their CRD number. Returns complete employment history, exam qualifications"},{"name":"SearchIAPDFirm","description":"\n Search the SEC Investment Adviser Public Disclosure (IAPD) database for\n registered investment advisor (RIA) firms by name. Returns firm CRD,\n "},{"name":"GetIAPDFirmDetail","description":"\n Retrieve the full Form ADV filing detail for one RIA firm by its CRD number.\n Returns all Form ADV Part 1 fields: client types, advisory activit"},{"name":"SearchEdgar13F","description":"\n Search SEC EDGAR for 13F-HR institutional holdings filings by institution\n name. Returns filing date, entity name, period of report, and accessi"},{"name":"GetEdgarCompanyFilings","description":"\n Retrieve all SEC filings for a company or institution using its CIK\n (Central Index Key). Returns every filing on record: form type, date,\n "},{"name":"GetTerritoryWealthProfile","description":"\n Retrieve US Census American Community Survey (ACS) income and wealth proxy\n data for a ZIP code or state. Returns median household income, media"},{"name":"GetTickerInfo","description":"\n Fetch the full Yahoo Finance profile for a stock, ETF, mutual fund, crypto,\n or index. Returns name, sector, industry, market cap, P/E ratio, 52"},{"name":"GetPriceHistory","description":"\n Fetch OHLCV (Open, High, Low, Close, Volume) price history for one ticker.\n Returns daily, weekly, monthly, or intraday bars over any period.\n\n "},{"name":"GetMultiTickerHistory","description":"\n Fetch OHLCV price history for multiple tickers in a single call.\n Returns a flattened table with columns like 'AAPL_Close', 'SPY_Volume', etc.\n\n"},{"name":"GetOptionsExpirations","description":"\n List all available options expiry dates for a ticker. Use this before\n calling GetOptionsChain to find a valid expiry date.\n\n Use this to"},{"name":"GetOptionsChain","description":"\n Fetch the full options chain (calls and puts) for one expiry date.\n Returns strike price, bid, ask, last price, implied volatility, open\n "},{"name":"GetFinancials","description":"\n Fetch income statement, cash flow statement, or balance sheet for a stock.\n Returns up to 4 years of annual data or 4 quarters of quarterly data"},{"name":"GetEarningsHistory","description":"\n Fetch earnings history (EPS actual vs estimate, surprise %) and upcoming\n earnings dates with consensus estimates. Also returns forward EPS esti"},{"name":"GetAnalystRatings","description":"\n Fetch analyst buy/sell/hold consensus ratings, current price targets\n (low, high, mean, median), and the full history of analyst upgrades\n "},{"name":"GetHolders","description":"\n Fetch ownership data for a stock: top institutional holders, mutual fund\n holders, and recent insider transactions (buys/sells by executives).\n\n"},{"name":"GetDividendsAndSplits","description":"\n Fetch the full history of cash dividends, stock splits, and combined\n corporate actions for a ticker. Returns date, amount/ratio for each event."},{"name":"GetFundProfile","description":"\n Fetch ETF or mutual fund specific data: top holdings with weight %,\n sector allocations, expense ratio, bond credit quality ratings,\n and"},{"name":"LookupTicker","description":"\n Search for a Yahoo Finance ticker symbol by company name, fund name,\n or keyword. Returns matching symbols with exchange and asset type.\n "},{"name":"SearchFundsByCategory","description":"\n Search SEC EDGAR for mutual fund and ETF filers by investment category or\n keyword. Queries N-1A and 485BPOS (and N-2 for closed-end) prospectus"},{"name":"GetFundFees","description":"\n Retrieve expense ratios and fee breakdown for a mutual fund or ETF using\n its SEC CIK. Reads structured XBRL data filed with prospectuses using "},{"name":"Get13FHoldings","description":"\n Fetch and parse the complete equity holdings table from a specific SEC 13F-HR\n filing. Any institution managing more than $100M in US equities m"},{"name":"SearchIAPDIndividual","description":"\n Search SEC IAPD (Investment Adviser Public Disclosure) for individual\n investment advisor representatives (IARs) by name. Returns CRD number,\n "},{"name":"GetIAPDIndividualDetail","description":"\n Retrieve the full SEC IAPD profile for one individual investment advisor\n representative using their CRD number. Returns complete registration h"},{"name":"SearchFredSeries","description":"\n Search the Federal Reserve Bank of St. Louis FRED database for economic\n data series by keyword. Returns series ID, title, frequency, units,\n "},{"name":"GetFredSeriesData","description":"\n Fetch time-series observation data from FRED for a specific economic\n series. Returns date + value pairs with series metadata (title, units,\n "},{"name":"MapInstrumentIds","description":"\n Map financial instrument identifiers between different ID systems using\n Bloomberg's OpenFIGI service. Converts between ticker symbols, ISINs,\n "},{"name":"SearchFigiInstruments","description":"\n Search Bloomberg OpenFIGI for financial instruments by name or keyword.\n Returns FIGI, ticker, exchange, security type, and composite FIGI for\n "},{"name":"SearchLEI","description":"\n Search the Global Legal Entity Identifier Foundation (GLEIF) database\n for Legal Entity Identifiers (LEIs) by entity name. Returns the 20-charac"},{"name":"GetLEIDetail","description":"\n Retrieve the full GLEIF LEI record for one legal entity using its\n 20-character LEI code. Returns legal name, registration status, legal\n "},{"name":"GetAdvisorBenchmarks","description":"\n Return Kitces Research advisor practice benchmark data for independent\n and RIA-affiliated financial advisors. Covers median and top-quartile\n "}],"toolCount":32,"toolsHash":"fc2d0faed079da8ae2182b60edf2452c0b1a167b44d37b9a946bc9314fedd400","serverName":"finToolsServer","capabilities":["experimental","prompts","resources","tools"],"serverVersion":"1.26.0","protocolVersion":"2025-06-18"}},{"at":"2026-10-08T14:24:15.605Z","kind":"mcp_initialize","ok":true,"httpStatus":200,"latencyMs":122,"error":null,"detail":{"tools":[{"name":"SearchBrokerCheck","description":"\n Search FINRA BrokerCheck for registered individual brokers and financial\n representatives by name. Returns CRD number, current firm, registratio"},{"name":"SearchBrokerCheckFirm","description":"\n Search FINRA BrokerCheck for broker-dealer firms by name. Returns firm\n CRD, registration status, city, state, and disclosure flag.\n\n Use"},{"name":"GetBrokerCheckDetail","description":"\n Retrieve the full FINRA BrokerCheck profile for one individual using\n their CRD number. Returns complete employment history, exam qualifications"},{"name":"SearchIAPDFirm","description":"\n Search the SEC Investment Adviser Public Disclosure (IAPD) database for\n registered investment advisor (RIA) firms by name. Returns firm CRD,\n "},{"name":"GetIAPDFirmDetail","description":"\n Retrieve the full Form ADV filing detail for one RIA firm by its CRD number.\n Returns all Form ADV Part 1 fields: client types, advisory activit"},{"name":"SearchEdgar13F","description":"\n Search SEC EDGAR for 13F-HR institutional holdings filings by institution\n name. Returns filing date, entity name, period of report, and accessi"},{"name":"GetEdgarCompanyFilings","description":"\n Retrieve all SEC filings for a company or institution using its CIK\n (Central Index Key). Returns every filing on record: form type, date,\n "},{"name":"GetTerritoryWealthProfile","description":"\n Retrieve US Census American Community Survey (ACS) income and wealth proxy\n data for a ZIP code or state. Returns median household income, media"},{"name":"GetTickerInfo","description":"\n Fetch the full Yahoo Finance profile for a stock, ETF, mutual fund, crypto,\n or index. Returns name, sector, industry, market cap, P/E ratio, 52"},{"name":"GetPriceHistory","description":"\n Fetch OHLCV (Open, High, Low, Close, Volume) price history for one ticker.\n Returns daily, weekly, monthly, or intraday bars over any period.\n\n "},{"name":"GetMultiTickerHistory","description":"\n Fetch OHLCV price history for multiple tickers in a single call.\n Returns a flattened table with columns like 'AAPL_Close', 'SPY_Volume', etc.\n\n"},{"name":"GetOptionsExpirations","description":"\n List all available options expiry dates for a ticker. Use this before\n calling GetOptionsChain to find a valid expiry date.\n\n Use this to"},{"name":"GetOptionsChain","description":"\n Fetch the full options chain (calls and puts) for one expiry date.\n Returns strike price, bid, ask, last price, implied volatility, open\n "},{"name":"GetFinancials","description":"\n Fetch income statement, cash flow statement, or balance sheet for a stock.\n Returns up to 4 years of annual data or 4 quarters of quarterly data"},{"name":"GetEarningsHistory","description":"\n Fetch earnings history (EPS actual vs estimate, surprise %) and upcoming\n earnings dates with consensus estimates. Also returns forward EPS esti"},{"name":"GetAnalystRatings","description":"\n Fetch analyst buy/sell/hold consensus ratings, current price targets\n (low, high, mean, median), and the full history of analyst upgrades\n "},{"name":"GetHolders","description":"\n Fetch ownership data for a stock: top institutional holders, mutual fund\n holders, and recent insider transactions (buys/sells by executives).\n\n"},{"name":"GetDividendsAndSplits","description":"\n Fetch the full history of cash dividends, stock splits, and combined\n corporate actions for a ticker. Returns date, amount/ratio for each event."},{"name":"GetFundProfile","description":"\n Fetch ETF or mutual fund specific data: top holdings with weight %,\n sector allocations, expense ratio, bond credit quality ratings,\n and"},{"name":"LookupTicker","description":"\n Search for a Yahoo Finance ticker symbol by company name, fund name,\n or keyword. Returns matching symbols with exchange and asset type.\n "},{"name":"SearchFundsByCategory","description":"\n Search SEC EDGAR for mutual fund and ETF filers by investment category or\n keyword. Queries N-1A and 485BPOS (and N-2 for closed-end) prospectus"},{"name":"GetFundFees","description":"\n Retrieve expense ratios and fee breakdown for a mutual fund or ETF using\n its SEC CIK. Reads structured XBRL data filed with prospectuses using "},{"name":"Get13FHoldings","description":"\n Fetch and parse the complete equity holdings table from a specific SEC 13F-HR\n filing. Any institution managing more than $100M in US equities m"},{"name":"SearchIAPDIndividual","description":"\n Search SEC IAPD (Investment Adviser Public Disclosure) for individual\n investment advisor representatives (IARs) by name. Returns CRD number,\n "},{"name":"GetIAPDIndividualDetail","description":"\n Retrieve the full SEC IAPD profile for one individual investment advisor\n representative using their CRD number. Returns complete registration h"},{"name":"SearchFredSeries","description":"\n Search the Federal Reserve Bank of St. Louis FRED database for economic\n data series by keyword. Returns series ID, title, frequency, units,\n "},{"name":"GetFredSeriesData","description":"\n Fetch time-series observation data from FRED for a specific economic\n series. Returns date + value pairs with series metadata (title, units,\n "},{"name":"MapInstrumentIds","description":"\n Map financial instrument identifiers between different ID systems using\n Bloomberg's OpenFIGI service. Converts between ticker symbols, ISINs,\n "},{"name":"SearchFigiInstruments","description":"\n Search Bloomberg OpenFIGI for financial instruments by name or keyword.\n Returns FIGI, ticker, exchange, security type, and composite FIGI for\n "},{"name":"SearchLEI","description":"\n Search the Global Legal Entity Identifier Foundation (GLEIF) database\n for Legal Entity Identifiers (LEIs) by entity name. Returns the 20-charac"},{"name":"GetLEIDetail","description":"\n Retrieve the full GLEIF LEI record for one legal entity using its\n 20-character LEI code. Returns legal name, registration status, legal\n "},{"name":"GetAdvisorBenchmarks","description":"\n Return Kitces Research advisor practice benchmark data for independent\n and RIA-affiliated financial advisors. Covers median and top-quartile\n "}],"toolCount":32,"toolsHash":"fc2d0faed079da8ae2182b60edf2452c0b1a167b44d37b9a946bc9314fedd400","serverName":"finToolsServer","capabilities":["experimental","prompts","resources","tools"],"serverVersion":"1.26.0","protocolVersion":"2025-06-18"}},{"at":"2026-10-08T08:29:48.707Z","kind":"mcp_initialize","ok":true,"httpStatus":200,"latencyMs":99,"error":null,"detail":{"tools":[{"name":"SearchBrokerCheck","description":"\n Search FINRA BrokerCheck for registered individual brokers and financial\n representatives by name. Returns CRD number, current firm, registratio"},{"name":"SearchBrokerCheckFirm","description":"\n Search FINRA BrokerCheck for broker-dealer firms by name. Returns firm\n CRD, registration status, city, state, and disclosure flag.\n\n Use"},{"name":"GetBrokerCheckDetail","description":"\n Retrieve the full FINRA BrokerCheck profile for one individual using\n their CRD number. Returns complete employment history, exam qualifications"},{"name":"SearchIAPDFirm","description":"\n Search the SEC Investment Adviser Public Disclosure (IAPD) database for\n registered investment advisor (RIA) firms by name. Returns firm CRD,\n "},{"name":"GetIAPDFirmDetail","description":"\n Retrieve the full Form ADV filing detail for one RIA firm by its CRD number.\n Returns all Form ADV Part 1 fields: client types, advisory activit"},{"name":"SearchEdgar13F","description":"\n Search SEC EDGAR for 13F-HR institutional holdings filings by institution\n name. Returns filing date, entity name, period of report, and accessi"},{"name":"GetEdgarCompanyFilings","description":"\n Retrieve all SEC filings for a company or institution using its CIK\n (Central Index Key). Returns every filing on record: form type, date,\n "},{"name":"GetTerritoryWealthProfile","description":"\n Retrieve US Census American Community Survey (ACS) income and wealth proxy\n data for a ZIP code or state. Returns median household income, media"},{"name":"GetTickerInfo","description":"\n Fetch the full Yahoo Finance profile for a stock, ETF, mutual fund, crypto,\n or index. Returns name, sector, industry, market cap, P/E ratio, 52"},{"name":"GetPriceHistory","description":"\n Fetch OHLCV (Open, High, Low, Close, Volume) price history for one ticker.\n Returns daily, weekly, monthly, or intraday bars over any period.\n\n "},{"name":"GetMultiTickerHistory","description":"\n Fetch OHLCV price history for multiple tickers in a single call.\n Returns a flattened table with columns like 'AAPL_Close', 'SPY_Volume', etc.\n\n"},{"name":"GetOptionsExpirations","description":"\n List all available options expiry dates for a ticker. Use this before\n calling GetOptionsChain to find a valid expiry date.\n\n Use this to"},{"name":"GetOptionsChain","description":"\n Fetch the full options chain (calls and puts) for one expiry date.\n Returns strike price, bid, ask, last price, implied volatility, open\n "},{"name":"GetFinancials","description":"\n Fetch income statement, cash flow statement, or balance sheet for a stock.\n Returns up to 4 years of annual data or 4 quarters of quarterly data"},{"name":"GetEarningsHistory","description":"\n Fetch earnings history (EPS actual vs estimate, surprise %) and upcoming\n earnings dates with consensus estimates. Also returns forward EPS esti"},{"name":"GetAnalystRatings","description":"\n Fetch analyst buy/sell/hold consensus ratings, current price targets\n (low, high, mean, median), and the full history of analyst upgrades\n "},{"name":"GetHolders","description":"\n Fetch ownership data for a stock: top institutional holders, mutual fund\n holders, and recent insider transactions (buys/sells by executives).\n\n"},{"name":"GetDividendsAndSplits","description":"\n Fetch the full history of cash dividends, stock splits, and combined\n corporate actions for a ticker. Returns date, amount/ratio for each event."},{"name":"GetFundProfile","description":"\n Fetch ETF or mutual fund specific data: top holdings with weight %,\n sector allocations, expense ratio, bond credit quality ratings,\n and"},{"name":"LookupTicker","description":"\n Search for a Yahoo Finance ticker symbol by company name, fund name,\n or keyword. Returns matching symbols with exchange and asset type.\n "},{"name":"SearchFundsByCategory","description":"\n Search SEC EDGAR for mutual fund and ETF filers by investment category or\n keyword. Queries N-1A and 485BPOS (and N-2 for closed-end) prospectus"},{"name":"GetFundFees","description":"\n Retrieve expense ratios and fee breakdown for a mutual fund or ETF using\n its SEC CIK. Reads structured XBRL data filed with prospectuses using "},{"name":"Get13FHoldings","description":"\n Fetch and parse the complete equity holdings table from a specific SEC 13F-HR\n filing. Any institution managing more than $100M in US equities m"},{"name":"SearchIAPDIndividual","description":"\n Search SEC IAPD (Investment Adviser Public Disclosure) for individual\n investment advisor representatives (IARs) by name. Returns CRD number,\n "},{"name":"GetIAPDIndividualDetail","description":"\n Retrieve the full SEC IAPD profile for one individual investment advisor\n representative using their CRD number. Returns complete registration h"},{"name":"SearchFredSeries","description":"\n Search the Federal Reserve Bank of St. Louis FRED database for economic\n data series by keyword. Returns series ID, title, frequency, units,\n "},{"name":"GetFredSeriesData","description":"\n Fetch time-series observation data from FRED for a specific economic\n series. Returns date + value pairs with series metadata (title, units,\n "},{"name":"MapInstrumentIds","description":"\n Map financial instrument identifiers between different ID systems using\n Bloomberg's OpenFIGI service. Converts between ticker symbols, ISINs,\n "},{"name":"SearchFigiInstruments","description":"\n Search Bloomberg OpenFIGI for financial instruments by name or keyword.\n Returns FIGI, ticker, exchange, security type, and composite FIGI for\n "},{"name":"SearchLEI","description":"\n Search the Global Legal Entity Identifier Foundation (GLEIF) database\n for Legal Entity Identifiers (LEIs) by entity name. Returns the 20-charac"},{"name":"GetLEIDetail","description":"\n Retrieve the full GLEIF LEI record for one legal entity using its\n 20-character LEI code. Returns legal name, registration status, legal\n "},{"name":"GetAdvisorBenchmarks","description":"\n Return Kitces Research advisor practice benchmark data for independent\n and RIA-affiliated financial advisors. Covers median and top-quartile\n "}],"toolCount":32,"toolsHash":"fc2d0faed079da8ae2182b60edf2452c0b1a167b44d37b9a946bc9314fedd400","serverName":"finToolsServer","capabilities":["experimental","prompts","resources","tools"],"serverVersion":"1.26.0","protocolVersion":"2025-06-18"}}],"tools":[{"name":"SearchBrokerCheck","description":"\n Search FINRA BrokerCheck for registered individual brokers and financial\n representatives by name. Returns CRD number, current firm, registratio"},{"name":"SearchBrokerCheckFirm","description":"\n Search FINRA BrokerCheck for broker-dealer firms by name. Returns firm\n CRD, registration status, city, state, and disclosure flag.\n\n Use"},{"name":"GetBrokerCheckDetail","description":"\n Retrieve the full FINRA BrokerCheck profile for one individual using\n their CRD number. Returns complete employment history, exam qualifications"},{"name":"SearchIAPDFirm","description":"\n Search the SEC Investment Adviser Public Disclosure (IAPD) database for\n registered investment advisor (RIA) firms by name. Returns firm CRD,\n "},{"name":"GetIAPDFirmDetail","description":"\n Retrieve the full Form ADV filing detail for one RIA firm by its CRD number.\n Returns all Form ADV Part 1 fields: client types, advisory activit"},{"name":"SearchEdgar13F","description":"\n Search SEC EDGAR for 13F-HR institutional holdings filings by institution\n name. Returns filing date, entity name, period of report, and accessi"},{"name":"GetEdgarCompanyFilings","description":"\n Retrieve all SEC filings for a company or institution using its CIK\n (Central Index Key). Returns every filing on record: form type, date,\n "},{"name":"GetTerritoryWealthProfile","description":"\n Retrieve US Census American Community Survey (ACS) income and wealth proxy\n data for a ZIP code or state. Returns median household income, media"},{"name":"GetTickerInfo","description":"\n Fetch the full Yahoo Finance profile for a stock, ETF, mutual fund, crypto,\n or index. Returns name, sector, industry, market cap, P/E ratio, 52"},{"name":"GetPriceHistory","description":"\n Fetch OHLCV (Open, High, Low, Close, Volume) price history for one ticker.\n Returns daily, weekly, monthly, or intraday bars over any period.\n\n "},{"name":"GetMultiTickerHistory","description":"\n Fetch OHLCV price history for multiple tickers in a single call.\n Returns a flattened table with columns like 'AAPL_Close', 'SPY_Volume', etc.\n\n"},{"name":"GetOptionsExpirations","description":"\n List all available options expiry dates for a ticker. Use this before\n calling GetOptionsChain to find a valid expiry date.\n\n Use this to"},{"name":"GetOptionsChain","description":"\n Fetch the full options chain (calls and puts) for one expiry date.\n Returns strike price, bid, ask, last price, implied volatility, open\n "},{"name":"GetFinancials","description":"\n Fetch income statement, cash flow statement, or balance sheet for a stock.\n Returns up to 4 years of annual data or 4 quarters of quarterly data"},{"name":"GetEarningsHistory","description":"\n Fetch earnings history (EPS actual vs estimate, surprise %) and upcoming\n earnings dates with consensus estimates. Also returns forward EPS esti"},{"name":"GetAnalystRatings","description":"\n Fetch analyst buy/sell/hold consensus ratings, current price targets\n (low, high, mean, median), and the full history of analyst upgrades\n "},{"name":"GetHolders","description":"\n Fetch ownership data for a stock: top institutional holders, mutual fund\n holders, and recent insider transactions (buys/sells by executives).\n\n"},{"name":"GetDividendsAndSplits","description":"\n Fetch the full history of cash dividends, stock splits, and combined\n corporate actions for a ticker. Returns date, amount/ratio for each event."},{"name":"GetFundProfile","description":"\n Fetch ETF or mutual fund specific data: top holdings with weight %,\n sector allocations, expense ratio, bond credit quality ratings,\n and"},{"name":"LookupTicker","description":"\n Search for a Yahoo Finance ticker symbol by company name, fund name,\n or keyword. Returns matching symbols with exchange and asset type.\n "},{"name":"SearchFundsByCategory","description":"\n Search SEC EDGAR for mutual fund and ETF filers by investment category or\n keyword. Queries N-1A and 485BPOS (and N-2 for closed-end) prospectus"},{"name":"GetFundFees","description":"\n Retrieve expense ratios and fee breakdown for a mutual fund or ETF using\n its SEC CIK. Reads structured XBRL data filed with prospectuses using "},{"name":"Get13FHoldings","description":"\n Fetch and parse the complete equity holdings table from a specific SEC 13F-HR\n filing. Any institution managing more than $100M in US equities m"},{"name":"SearchIAPDIndividual","description":"\n Search SEC IAPD (Investment Adviser Public Disclosure) for individual\n investment advisor representatives (IARs) by name. Returns CRD number,\n "},{"name":"GetIAPDIndividualDetail","description":"\n Retrieve the full SEC IAPD profile for one individual investment advisor\n representative using their CRD number. Returns complete registration h"},{"name":"SearchFredSeries","description":"\n Search the Federal Reserve Bank of St. Louis FRED database for economic\n data series by keyword. Returns series ID, title, frequency, units,\n "},{"name":"GetFredSeriesData","description":"\n Fetch time-series observation data from FRED for a specific economic\n series. Returns date + value pairs with series metadata (title, units,\n "},{"name":"MapInstrumentIds","description":"\n Map financial instrument identifiers between different ID systems using\n Bloomberg's OpenFIGI service. Converts between ticker symbols, ISINs,\n "},{"name":"SearchFigiInstruments","description":"\n Search Bloomberg OpenFIGI for financial instruments by name or keyword.\n Returns FIGI, ticker, exchange, security type, and composite FIGI for\n "},{"name":"SearchLEI","description":"\n Search the Global Legal Entity Identifier Foundation (GLEIF) database\n for Legal Entity Identifiers (LEIs) by entity name. Returns the 20-charac"},{"name":"GetLEIDetail","description":"\n Retrieve the full GLEIF LEI record for one legal entity using its\n 20-character LEI code. Returns legal name, registration status, legal\n "},{"name":"GetAdvisorBenchmarks","description":"\n Return Kitces Research advisor practice benchmark data for independent\n and RIA-affiliated financial advisors. Covers median and top-quartile\n "}],"package":null,"toolSurface":{"id":"ts_9cv97g9twf4a","endpointId":"ep_cpsgevm8ub5w","hash":"fc2d0faed079da8ae2182b60edf2452c0b1a167b44d37b9a946bc9314fedd400","toolCount":32,"serverName":"finToolsServer","serverVersion":"1.26.0","protocolVersion":"2025-06-18","firstSeenAt":"2026-10-01T11:27:33.900Z","lastSeenAt":"2026-10-10T17:30:05.660Z","observations":35,"toolNames":["SearchBrokerCheck","SearchBrokerCheckFirm","GetBrokerCheckDetail","SearchIAPDFirm","GetIAPDFirmDetail","SearchEdgar13F","GetEdgarCompanyFilings","GetTerritoryWealthProfile","GetTickerInfo","GetPriceHistory","GetMultiTickerHistory","GetOptionsExpirations","GetOptionsChain","GetFinancials","GetEarningsHistory","GetAnalystRatings","GetHolders","GetDividendsAndSplits","GetFundProfile","LookupTicker","SearchFundsByCategory","GetFundFees","Get13FHoldings","SearchIAPDIndividual","GetIAPDIndividualDetail","SearchFredSeries","GetFredSeriesData","MapInstrumentIds","SearchFigiInstruments","SearchLEI","GetLEIDetail","GetAdvisorBenchmarks"],"distinctSurfaces":5},"endpointFacts":[{"id":"ep_cpsgevm8ub5w","url":"https://ai.fin-discovery.com/mcp","type":"mcp_streamable_http","factsCheckedAt":"2026-10-08T21:22:12.349Z","auth":{"observedAt":"2026-10-08T21:22:12.436Z","authRequired":false,"scheme":null,"resourceMetadata":null,"authorizationServer":null,"conformance":{"dpop":false,"rfc8414":false,"rfc9728":false,"pkceS256":false,"clientIdMetadataDocument":false,"dynamicClientRegistration":false}},"tls":{"observedAt":"2026-10-08T21:22:12.610Z","protocol":"TLSv1.3","chainValid":true,"chainError":null,"hostMatches":true,"subject":"ai.fin-discovery.com","issuer":{"commonName":"YE2","organization":"Let's Encrypt"},"validFrom":"2026-10-08T07:36:50.000Z","validTo":"2027-01-06T07:36:49.000Z","daysToExpiry":87,"sanCount":1,"fingerprint256":"46:CD:12:02:95:29:19:9E:80:4E:56:10:D3:24:42:DF:77:D4:74:4C:F9:BC:EC:72:C9:45:C4:2A:C4:50:5C:1D"}}]},"verification":{"claimed":false,"claimedAt":null,"proofs":[]},"provenance":{"sources":[{"source":"mcp_registry","key":"io.github.findimitrov/fintel-discovery","url":"https://registry.modelcontextprotocol.io/v0/servers/io.github.findimitrov%2Ffintel-discovery","firstSeenAt":"2026-09-06T14:17:56.141Z","fetchedAt":"2026-10-10T10:21:37.499Z","normalizedAt":"2026-10-10T10:21:37.499Z"}]},"firstSeenAt":"2026-09-06T14:17:56.141Z","updatedAt":"2026-10-10T17:32:02.430Z"}