Tool reference

40 tools across 13 datasets. Each is callable over MCP (tools/call) and most have a REST mirror. Click any tool for its parameters, credit cost, and runnable examples.

Institutional-action intelligence#

Capital rotation#

capital_rotation12 crTHE flagship 'where is smart money rotating' signal. Aggregates quarter-over-quarter SEC 13F position changes across ALL tracked institutions into per-SECTOR capital flows: which sectors institutions are net BUYING into vs SELLING out of this quarter, with breadth (how many funds agree), net flow as % of the sector's book, and a rotation rank. Price-free, point-in-time, every number traced to 13F. Answers 'is smart money rotating out of tech into energy/utilities, and is it broad-based?' — what the sell-side ships as a static quarterly PDF. Pass `period` (ISO quarter-end) for a specific quarter, else the latest well-covered one. NOT investment advice; backward-looking (13F lags ~45 days).get_smart_money_leaderboard5 crWhich disclosed 13F books are most focused? Ranks eligible institutional funds by a PRICE-FREE score: breadth-adjusted top-10 focus (40%), reported book growth (20%), and evidence-adjusted insider co-buy (40%). A 10-name book has neutral focus evidence, exact ties share a rank input, and sparse co-buy samples shrink toward the quarter baseline with 10 prior observations. Holding count has no independent weight. Universe: positively classified conviction filers only (hedge fund, private equity, family office, holding company); unclassified, mechanical, wealth, pension, endowment, and quant/multi-strat books are never served here. The score is NOT realized track record/performance. Sort by overall score, focus, insider corroboration, or AUM growth. PRICE-FREE; NOT investment advice.get_ticker_confluence10 crFor ONE ticker: do the independent disclosure sources AGREE? Returns the cross-source confluence verdict — institutions (13F) × insiders (Form 4) × Congress (STOCK Act) all buying/selling the same name — PLUS the capital-rotation context: which sector the ticker is in and whether smart money is rotating INTO or OUT of that sector this quarter. The two flagship signals on one name. Congress is a free corroborating leg (never the sole basis). PRICE-FREE; NOT investment advice.

Funds & holdings (13F)#

Copy trading#

Insider trades (Form 4)#

Congress (STOCK Act)#

FDA & biotech catalysts#

clinicaltrials.search2 crUpcoming clinical-trial readout catalysts. For an industry-sponsored interventional Phase 2/3 drug trial, an ESTIMATED primaryCompletionDate is the expected topline-readout date — the binary event that re-rates a biotech ticker. Filter by sponsor (lead sponsor, INDUSTRY class), condition, phase, and a readout-date window; sorted soonest-first. Returns NCT id, title, phase, status, lead sponsor + resolved ticker (null if private/foreign), conditions, primary completion date (+ ACTUAL/ESTIMATED), and a study URL. CAVEAT: estimated dates are sponsor-self-reported and SLIP often — a readout WINDOW, not a hard date; press releases beat this feed. Public-domain ClinicalTrials.gov v2.fda.approvals2 crFDA drug-approval / rejection actions (Drugs@FDA, CDER). For a sponsor or drug, returns the regulatory action history: action=approved (AP, bullish), complete_response_letter (CR, a rejection — sharply bearish), or tentative_approval (TA). Flags new molecular entities (NME) and priority review — the highest-value catalysts. Resolves sponsor_name to a ticker (null if private). CAVEAT: backward-looking (records actions AFTER they happen, lags days; press releases beat it) — a confirmation/archive feed. Drugs@FDA is CDER-only, so biologics/vaccines (e.g. Moderna) may be absent. Public-domain openFDA.fda.recalls2 crFDA drug recalls (Recall Enterprise System). Class I = could cause death/serious harm (material adverse event); Class II/III lower. Filter by recalling firm, drug, classification, and recency; returns classification, reason, status, dates, and the recalling firm's resolved ticker (null if private). CAVEAT: enforcement data updates only WEEKLY and FDA does not revise recall status after classification — can be stale/frozen; not for real-time alerting. Public-domain openFDA.pharma.resolve1 crResolve a pharma sponsor / manufacturer name (e.g. 'Janssen Pharms', 'AstraZeneca AB') to its public ticker, so an FDA approval / trial readout / recall can be joined to 13F ownership, insider (Form 4) buys, and the confluence signal. Returns ticker, company name, exchange, and resolution method (alias|exact|fuzzy|unresolved). Returns ticker:null for private sponsors or unmatched names rather than guessing — joins must never key on a wrong ticker.

Filings & watchlist#

events.latest1 crLive SEC filing-event stream: SEC Form 4 (insider) filings today, with 8-K and 13D/G on the roadmap. Poll with `since` (a monotonic cursor) to get every filing newer than your last call; the response's next_cursor advances it. Filter by form or tickers; a form we don't carry yet returns an explicit unsupported_form note (never a silent empty page). Built for a watch loop, so call it on a schedule to never miss a filing.watchlist.addfreeStart watching a company or a fund for THIS workspace, so new SEC filings on it surface later without anyone asking again. Use it the moment a user shows ongoing interest in a name — after a capital_change_brief, an insider lookup, or an explicit 'keep an eye on this'. Watched tickers are what watchlist.poll returns, and they drive the email alerts on the account. Free, no credits. Offer it rather than assuming it.watchlist.removefreeStop watching a company or fund for this workspace. Idempotent — removing something not being watched is not an error. Free, no credits.watchlist.listfreeEverything this workspace is currently watching, with when each watch started and its email-alert setting. Free, no credits. Read this before adding, so you do not offer to watch something already being watched.watchlist.poll1 crPoll THIS workspace's watchlist for new filings since a cursor: every SEC Form 4 (insider) filing on the tickers your team follows, newest-after-cursor (8-K + 13D/G are on the roadmap). Pass `since` (a prior next_cursor) to get only what's new; built for a watch loop. Add names with watchlist.add. Standard (delayed, ≤24h-old) freshness; each event carries its SEC source URL.watchlist.poll.live3 crLike watchlist.poll but LIVE freshness — includes filings accepted within the last 24h (minute-fresh, normalized within minutes of SEC acceptance). Premium-priced and requires the Developer or Pro plan; other plans poll delayed (≤24h-old) freshness via watchlist.poll. Same workspace-watchlist scope and cursor semantics.

Signals & cross-source joins#

Prediction markets#

Macro (FRED)#

Search & provenance#

Account (free)#