Every change Wellknown observed on this MCP server, newest first, with what it was before and what it became. Tool-surface changes carry the definition diff. Nothing here is edited after the fact.
Certificate changed, valid to 2026-12-13
Added "lookup_company"; changed the definition of "buffett_scan", "buffett_value", "company_facts" and 13 more (16 tools before, 17 now)
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Buffett Quality ScanRank US public companies by Quality Score (0-100) over a 10-yearwindow from five components: return on invested capital(30 points, blended 60/40 with the company's industry percentile), durabilitythrough the cycle (20), cash conversion (20), balance-sheet strength (15) and capitaldiscipline.discipline (15). Every component is explainable from thereturnedrow;row (roic_median, fcf_conversion, net_debt_to_ebit, ...); acomponent with no usable data is dropped and the rest renormalized.Companies that stopped filing (4,313), have fewer than five fiscal years
{"properties":{"exclude_foreign":{"default":true,"description":"Exclude foreign private issuers (20-F filers); set false to include them.","title":"Exclude Foreign","type":"boolean" ⟨4 unchanged words⟩ type":"null"}],"default":null,"description":"Fiscal year of the published Quality Scores; omit for the latest. A year that isn't published returns an error listing the published years.","title":"Fy"},"industry":{"anyOf" ⟨2 unchanged words⟩ type":"null"}],"default":null,"description":"2-digit SIC industry group, e.g. 73 (business services, including software); omit for every industry.","title":"Industry"},"limit":{"default":25,"description":"Maximum companies to return, 1-200.","title":"Limit","type":"integer"},"min_revenue":{"default":1000000000,"description":"Minimum annual revenue in USD, e.g. 1e9.","title":"Min Revenue","type":"number"},"min_score":{"default":60,"description":"Minimum Quality Score, 0-100.","title":"Min Score","type":" ⟨5 unchanged words⟩
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{"destructiveHint":false,"idempotentHint":true,"openWorldHint":true,"readOnlyHint":true,"title":"Buffett Quality Scan"}before
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Buffett Value ScanBuffettFindValuehigh-qualityScanUS public companies trading below intrinsic value: the Quality Score (see buffett_scan)fusedcombined withprevious-closevaluationa—valuemarketscorecap,from the previous close (
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Company XBRL FactsRaw normalized XBRL facts,filterableforbyonecanonicalcompany as reported in its SEC filings, newest first: concept,(revenuevalue,net_incomeunit,total_assetsperiod_start and period_end, fiscal_year,operating_cash_flowfiscal_period
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Company SEC FilingsSEC filing indexwithfordirectonedocumentcompany,URLs;newest first: form,filtersfilingbydate, reporttype (period, accession number, 8-K item codes and a direct sec.gov document_url. Use it to find or cite a specific 10-K, 10-Q, 8-K,...).
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Company Annual FinancialsClean annualAnnual financial statements:revenue,formarginsone company, one row per fiscal year: income statement, balancesheet,and cash flow,andlinesratiosplus ratios
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Company Factor ScorecardComposite factor scorecard for one company: quality (Piotroski, Altman, accruals), value (owner-earnings DCF), insider conviction (Form 4 buying as bps of market cap),institutional positioning (13F) and shortsentiment, each 0-100, plus arenormalizedcompositecomposite_score and coverage (thefigure.
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Compare Company to Industry PeersCompare oneOne company's metricsagainstfor a fiscal year next to its industry cohort: thepercentiles.percentiles of every metric for each revenue size bucket in its 2-digit SIC group. Use it to judge whether a company's margins, returns or leverage are above or below sector norms; use industry_aggregate for a cohort without a specific company. Cost:$0.05.$0.05 per call; unpaid calls return a payment-required error.
{"properties":{"cik":{"description":"SEC Central Index Key (CIK), e.g. 320193 for Apple. Only have a ticker or company name? Call lookup_company first (free).","before
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Industry Benchmark PercentilesCross-company cohortBenchmark percentiles (p10/p25/median/p75/p90p10, p25, median, p75, p90, plus mean and company count n) foraone financial metric,byindustryper(fiscal year, 2-digit SIC)industry group and revenue size bucket.Metrics:Use
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Company Insider Trades (Form 4)Recent insiderInsider (Form 4) transactions foraone company over the trailing months, plus atrailingsummary: open-market buys vs sales, distinct buyers,and net dollar value, with10b5-1 plan flags. Cluster buying byofficers/directorsofficers and directors is a studiedpositive signal. Use company_signal for insider conviction scored alongside other factors. Not investment advice.
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Company Institutional Ownership (13F)13F institutional ownership snapshot for one company: number ofholders, aggregateshares/valueshares and value, and quarter-over-quarter change(accumulating vs trimming).45-dayreporting13Flag;filingslong-only.lag the quarter by up to 45 days and show long positions only. Use company_signal for institutional positioning scored alongside other factors. Not investment advice.
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List Curated InsightsCatalog of the curated market-wide analyses: each one's name, path, description, parameters withparameters.defaults,FREE.and price. Callbeforeit before market_insight/orbuffett_*standard_score toseechooseoptions.an analysis and its parameters. Free: no API key or payment needed.
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Market-Wide InsightCurated analysis computed live across allcompanies.US public companies, chosen by name: top_companies (rank by a metric, optionally within an industry), movers (largest change in a metric between fy_from and fy_to),sector_landscape (margin medians per industry), metric_trend (agg=sum|median|meanyearly sum, median or mean of a metric), capital_returns (buybacks vs dividends by size bucket) or filing_velocity (monthly filing counts for a form type). Each parameter's description says which analyses read it; the response reports the fiscal year(s) used. Use screen_companies for your own criteria and standard_score for F-Score,filing_velocity.
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Screen Companies by FinancialsScreen US public companies for one fiscal year by financialcriteria.criteria andfiltersreturnistheamatchesJSONwithlisttheirof [metricname,optickers,value] triples,
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Company Short-Selling PressureShort-selling pressure for one company: the FINRA daily short-volumeratio (short volume / total volume) over~20about 20 tradingdays—days, abearish-sentiment proxy.DailyThis is daily short-sale volume, not bi-monthly
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Standard Fundamental ScoresIndustry-standardAcademic fundamental scoresover allacross US publiccompanies.companies, chosen by name: piotroski (F-Score 0-9, financial strength), altman_z(bankruptcybankruptcy-risk zones), beneish_m(elevated M-Score: anaccounting-quality screen, not evidence ofmanipulation), magic_formula
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Top Companies by Factor ScoreRank US public companies by composite factor scoreacross(quality,fivevalue, insider,evidenceinstitutionalsources. min_coverageandfiltersshort-sentimentthinlyfactors,scoredeachnames;0-100),weightshighest first,
Look Up Company CIK — Find a company's SEC CIK from its ticker, CIK or name. Every company tool takes a cik, so call this first when you only have a ticker (AAPL) or a name (apple). Returns up to limit matches, best first (exact ticker, exact CIK, name prefix, name contains; within each, companies with tickers before other filers such as individuals), each with cik, name, tickers, sic and sic_description; no match is an empty list, not an error. Free: no API key or payment needed.
Changed the definition of "buffett_value"
Buffett Value Scan: Quality Scorev2(see buffett_scan) fused with previous-close valuation — ⟨38 unchanged words⟩
Changed the definition of "buffett_scan", "buffett_value" and "standard_score"
⟨138 unchanged words⟩ private issuers (20-F) excluded unless exclude_foreign=False. Methodologyv2;v3; not investment advice. Cost: $0.25.
⟨37 unchanged words⟩ year. Foreign private issuers excluded unless exclude_foreign=False. Methodologyv2;v3; not investment advice. Cost: $0.25.
Changed the definition of "buffett_scan" and "buffett_value"
BuffettQuality Score (0-100) over a5-year10-year window:ownerreturnearningson invested capital (blended 60/40 with the company's industry percentile),ROEdurabilityconsistencythroughatthe15%cycle, cash conversion, balance-sheetsafetystrength and capital discipline. Every component is explainable from the returned row; a component with no usable data is dropped and the rest renormalized. Companies that stopped filing (4
Certificate recorded, valid to 2026-10-15
Authorization not required
First tool surface recorded: 16 tools (server version 1.28.1)
Showing the latest 8 events. The API returns up to 500 and filters by kind: ?kind=tool_surface_changed
{"properties":{"exclude_foreign":{"default":true,"description":"Exclude foreign private issuers (20-F filers); set false to include them.","title":"Exclude Foreign","type":"boolean" ⟨4 unchanged words⟩ type":"null"}],"default":null,"description":"Fiscal year of the published Quality Scores; omit for the latest. A year that isn't published returns an error listing the published years.","title":"Fy"},"industry":{"anyOf" ⟨2 unchanged words⟩ type":"null"}],"default":null,"description":"2-digit SIC industry group, e.g. 73 (business services, including software); omit for every industry.","title":"Industry"},"limit":{"default":25,"description":"Maximum companies to return, 1-200.","title":"Limit","type":"integer"},"min_margin_of_safety":{"default":0,"description":"Minimum DCF margin of safety (1 - market cap / intrinsic value), e.g. 0.2 for a price 20% below intrinsic value; 0 keeps companies at or below intrinsic value.","title":"Min Margin Of Safety","type":"number"},"min_revenue":{"default":1000000000,"description":"Minimum annual revenue in USD, e.g. 1e9.","title":"Min Revenue","type":"number"},"min_score":{"default":50,"description":"Minimum combined_score (the mean of the quality and value scores), 0-100.","title":"Min Score","type":" ⟨5 unchanged words⟩
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{"destructiveHint":false,"idempotentHint":true,"openWorldHint":true,"readOnlyHint":true,"title":"Buffett Value Scan"}{"properties":{"cik":{"description":"SEC Central Index Key (CIK), e.g. 320193 for Apple. Only have a ticker or company name? Call lookup_company first (free).","title":"Cik","type":"integer"}, ⟨4 unchanged words⟩ type":"null"}],"default":null,"description":"Canonical concept to return, e.g. revenue, net_income, total_assets, operating_cash_flow; omit for every concept.","title":"Concept"},"fy_from":{"anyOf" ⟨2 unchanged words⟩ type":"null"}],"default":null,"description":"Earliest fiscal year to include, by each filing's own fiscal-year tag (fiscal_year in the rows); omit for every year.","title":"Fy From"},"limit":{"default":500,"description":"Maximum facts to return, newest first; up to 20000.","title":"Limit","type":"integer" ⟨6 unchanged words⟩
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{"destructiveHint":false,"idempotentHint":true,"openWorldHint":true,"readOnlyHint":true,"title":"Company XBRL Facts"}{"properties":{"cik":{"description":"SEC Central Index Key (CIK), e.g. 320193 for Apple. Only have a ticker or company name? Call lookup_company first (free).","title":"Cik","type":"integer"}, ⟨4 unchanged words⟩ type":"null"}],"default":null,"description":"Form type to return, as SEC names it, e.g. 10-K, 10-Q, 8-K, 4; omit for every form.","title":"Form"},"limit":{"default":50,"description":"Maximum filings to return, newest first; up to 2000.","title":"Limit","type":"integer" ⟨6 unchanged words⟩
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{"destructiveHint":false,"idempotentHint":true,"openWorldHint":true,"readOnlyHint":true,"title":"Company SEC Filings"}{"properties":{"cik":{"description":"SEC Central Index Key (CIK), e.g. 320193 for Apple. Only have a ticker or company name? Call lookup_company first (free).","title":"Cik","type":"integer"}, ⟨4 unchanged words⟩ type":"null"}],"default":null,"description":"First fiscal year to include, e.g. 2020; omit to start at the earliest year on file.","title":"Fy From"},"fy_to":{" ⟨3 unchanged words⟩ {"type":"null"}],"default":null,"description":"Last fiscal year to include; omit to end at the latest year on file.","title":"Fy To"}},"required" ⟨5 unchanged words⟩
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{"destructiveHint":false,"idempotentHint":true,"openWorldHint":true,"readOnlyHint":true,"title":"Company Annual Financials"}{"properties":{"cik":{"description":"SEC Central Index Key (CIK), e.g. 320193 for Apple. Only have a ticker or company name? Call lookup_company first (free).","title":"Cik","type":"integer"}, ⟨4 unchanged words⟩ {"type":"null"}],"default":null,"description":"Optional JSON object of factor weights, e.g. {\"quality\":0.4,\"value\":0.4}. Factors: quality, value, insider, institutional and sentiment; each defaults to 0.2, and unknown keys or negative weights are ignored.","title":"Weights"}},"required":[ ⟨5 unchanged words⟩
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{"destructiveHint":false,"idempotentHint":true,"openWorldHint":true,"readOnlyHint":true,"title":"Company Factor Scorecard"}before
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{"destructiveHint":false,"idempotentHint":true,"openWorldHint":true,"readOnlyHint":true,"title":"Compare Company to Industry Peers"}⟨5 unchanged words⟩ type":"null"}],"default":null,"description":"Fiscal year; omit for every year, newest first.","title":"Fy"},"industry":{"anyOf" ⟨2 unchanged words⟩ type":"null"}],"default":null,"description":"2-digit SIC industry group, e.g. 73 (business services, including software); omit for every industry.","title":"Industry"},"metric":{"description":"Metric to benchmark, e.g. gross_margin, operating_margin, net_margin, roe, roa, debt_to_equity, current_ratio, rd_intensity, revenue, fcf.","title":"Metric","type":"string"}, ⟨4 unchanged words⟩ {"type":"null"}],"default":null,"description":"Revenue size bucket: micro (under 10M USD), small (10M+), mid (100M+), large (1B+) or mega (10B+); omit for every bucket.","title":"Size"}},"required":[ ⟨5 unchanged words⟩
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{"destructiveHint":false,"idempotentHint":true,"openWorldHint":true,"readOnlyHint":true,"title":"Industry Benchmark Percentiles"}{"properties":{"cik":{"description":"SEC Central Index Key (CIK), e.g. 320193 for Apple. Only have a ticker or company name? Call lookup_company first (free).","title":"Cik","type":"integer"},"months":{"default":12,"description":"Trailing window in months, 1-60.","title":"Months","type":"integer" ⟨6 unchanged words⟩
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{"destructiveHint":false,"idempotentHint":true,"openWorldHint":true,"readOnlyHint":true,"title":"Company Insider Trades (Form 4)"}{"properties":{"cik":{"description":"SEC Central Index Key (CIK), e.g. 320193 for Apple. Only have a ticker or company name? Call lookup_company first (free).","title":"Cik","type":"integer"}} ⟨6 unchanged words⟩
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{"destructiveHint":false,"idempotentHint":true,"openWorldHint":true,"readOnlyHint":true,"title":"Company Institutional Ownership (13F)"}before
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{"destructiveHint":false,"idempotentHint":true,"openWorldHint":true,"readOnlyHint":true,"title":"List Curated Insights"}⟨5 unchanged words⟩ type":"null"}],"default":null,"description":"metric_trend only: sum (the default), median or mean.","title":"Agg"},"form":{"anyOf" ⟨2 unchanged words⟩ type":"null"}],"default":null,"description":"filing_velocity only: form type to count, e.g. 8-K (the default).","title":"Form"},"fy":{"anyOf" ⟨2 unchanged words⟩ type":"null"}],"default":null,"description":"Fiscal year for top_companies, sector_landscape and capital_returns, and the default end year for movers and metric_trend; omit for the current fiscal year.","title":"Fy"},"fy_from":{"anyOf" ⟨2 unchanged words⟩ type":"null"}],"default":null,"description":"Start year for movers (default fy - 2) and metric_trend (default 2015).","title":"Fy From"},"fy_to":{" ⟨3 unchanged words⟩ type":"null"}],"default":null,"description":"End year for movers and metric_trend (default fy).","title":"Fy To"},"industry":{" ⟨3 unchanged words⟩ type":"null"}],"default":null,"description":"top_companies only: 2-digit SIC industry group, e.g. 73; omit for every industry.","title":"Industry"},"limit":{"anyOf" ⟨2 unchanged words⟩ type":"null"}],"default":null,"description":"Maximum rows for top_companies and movers, 1-200 (default 25).","title":"Limit"},"metric":{"anyOf" ⟨2 unchanged words⟩ type":"null"}],"default":null,"description":"Metric for top_companies, movers and metric_trend, e.g. revenue (the default), gross_margin, research_development.","title":"Metric"},"min_revenue":{"anyOf" ⟨2 unchanged words⟩ type":"null"}],"default":null,"description":"Minimum annual revenue in USD for movers (default 1e9) and sector_landscape (default 1e8).","title":"Min Revenue"},"months":{" ⟨3 unchanged words⟩ type":"null"}],"default":null,"description":"filing_velocity only: months of history, default 18, up to 120.","title":"Months"},"name":{"description":"Analysis to run: top_companies, movers, sector_landscape, metric_trend, capital_returns or filing_velocity.","title":"Name","type":"string"} ⟨6 unchanged words⟩
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{"destructiveHint":false,"idempotentHint":true,"openWorldHint":true,"readOnlyHint":true,"title":"Market-Wide Insight"}{"properties":{"filters":{"description":"JSON list of [metric, op, value] triples that must all hold, e.g. [[\"gross_margin\",\">\",0.6],[\"revenue\",\">\",1e9]]. op is >, >=, <, <= or =; value is a number; up to 8 triples (more are ignored). An unknown metric returns an error listing the valid ones.","title":"Filters","type":"string"},"fy":{"description":"Fiscal year to screen, e.g. 2025.","title":"Fy","type":"integer"},"limit":{"default":50,"description":"Maximum companies to return, largest revenue first; up to 500.","title":"Limit","type":"integer" ⟨7 unchanged words⟩
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{"destructiveHint":false,"idempotentHint":true,"openWorldHint":true,"readOnlyHint":true,"title":"Screen Companies by Financials"}{"properties":{"cik":{"description":"SEC Central Index Key (CIK), e.g. 320193 for Apple. Only have a ticker or company name? Call lookup_company first (free).","title":"Cik","type":"integer"}} ⟨6 unchanged words⟩
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{"destructiveHint":false,"idempotentHint":true,"openWorldHint":true,"readOnlyHint":true,"title":"Company Short-Selling Pressure"}{"properties":{"exclude_foreign":{"default":true,"description":"Exclude foreign private issuers (20-F filers); set false to include them.","title":"Exclude Foreign","type":"boolean" ⟨4 unchanged words⟩ type":"null"}],"default":null,"description":"beneish_m only: omit or true for elevated M-Scores only; false for every score.","title":"Flagged Only"},"fy":{" ⟨3 unchanged words⟩ type":"null"}],"default":null,"description":"Cohort to return: companies whose latest scored fiscal year is fy (they are not re-scored on an earlier year). Omit for every company on its own latest year. A year no company is scored on returns an error listing the available years.","title":"Fy"},"limit":{"default":25,"description":"Maximum companies to return, 1-200.","title":"Limit","type":"integer"},"min_revenue":{"default":1000000000,"description":"Minimum annual revenue in USD, e.g. 1e9.","title":"Min Revenue","type":"number" ⟨4 unchanged words⟩ type":"null"}],"default":null,"description":"piotroski only: minimum F-Score, 0-9; omit for 7.","title":"Min Score"},"name":{"description":"Score to rank by: piotroski, altman_z, beneish_m, magic_formula or accruals.","title":"Name","type":"string"}, ⟨4 unchanged words⟩ type":"null"}],"default":null,"description":"accruals only: true ranks the highest accrual ratios (lowest earnings quality) first; omit or false ranks the lowest first.","title":"Worst"},"zone":{"anyOf" ⟨2 unchanged words⟩ {"type":"null"}],"default":null,"description":"altman_z only: safe, grey or distress; omit for every zone, most distressed first.","title":"Zone"}},"required":[ ⟨5 unchanged words⟩
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{"destructiveHint":false,"idempotentHint":true,"openWorldHint":true,"readOnlyHint":true,"title":"Standard Fundamental Scores"}{"properties":{"limit":{"default":25,"description":"Maximum companies to return, 1-200.","title":"Limit","type":"integer"},"min_composite":{"default":0,"description":"Minimum composite score, 0-100.","title":"Min Composite","type":"number"},"min_coverage":{"default":0.6,"description":"Minimum share of the five factors a company must be scored on, 0-1 (0.6 means at least 3 of 5).","title":"Min Coverage","type":"number" ⟨4 unchanged words⟩ {"type":"null"}],"default":null,"description":"Optional JSON object of factor weights, e.g. {\"quality\":0.4,\"value\":0.4}. Factors: quality, value, insider, institutional and sentiment; each defaults to 0.2, and unknown keys or negative weights are ignored.","title":"Weights"}},"title":" ⟨3 unchanged words⟩
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{"destructiveHint":false,"idempotentHint":true,"openWorldHint":true,"readOnlyHint":true,"title":"Top Companies by Factor Score"}⟨11 unchanged words⟩ 0-9), altman_z (bankruptcy zones), beneish_m (earnings-manipulationelevatedflagM-Score: an accounting-quality screen, not evidence of manipulation), magic_formula (Greenblatt rank), accruals(Sloan earningsquality).Peer-reviewed;flagged_only applies to beneish_m: omitted or True returns elevated scores only, False returns every score. Each company is scored on its own latest fiscal year (fiscal_year per row); fy selects the cohort of companies whose latest scored fiscal year is fy -- it does not re-score companies on an earlier year; a year no company is scored on returns an error listing the available years. Peer-reviewed; not investment advice. $0.15.
⟨16 unchanged words⟩ ":null,"title":"Flagged Only"},"fy":{"anyOf":[{"type":"integer"},{"type":"null"}],"default":null,"title":"Fy"},"limit":{"default":25,"title":"Limit ⟨52 unchanged words⟩
⟨7 unchanged words⟩ ,"type":"boolean"},"fy":{"defaultanyOf":2025,[{"titletype":"Fyinteger"},{"type":"integernull"}],"default":null,"title":"Fy"},"industry":{"anyOf":[{"type ⟨34 unchanged words⟩
Buffett Value Scan: Quality Score v2 (see buffett_scan) fused withprevious-close valuation —market cap, FCF yield, owner-earnings DCFmargin of safety. Qualitycompanies trading below intrinsic value. fy is optional and defaults to the published fiscal year. Foreign privateissuers excludedunless exclude_foreign=False.NotMethodology v2; not investment advice. Cost: $0.25.
⟨7 unchanged words⟩ ,"type":"boolean"},"fy":{"defaultanyOf":2025,[{"titletype":"Fyinteger"},{"type":"integernull"}],"default":null,"title":"Fy"},"industry":{"anyOf":[{"type ⟨44 unchanged words⟩