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FinancialMCP serverFirst audited Nov 13, 2026

EquiReason

US stock research: filed records, filing events, insider trades, 13F; plan research when signed in.The vendor's description, from its MCP Registry listing.

Passed public checksAudited Nov 13, 2026

Every public check ran and passed. Public audit: we connect as an AI client would, list the tools and check what they say. We do not run them. How we audit

Does it work?
YesConnected in 567 ms.
Sign-up?
None neededIt answered without any account or key.
Can it change things?
No, read-onlyAll 9 tools say they only read.
Endpointhttps://api.equireason.com/mcp

Website Streamable HTTP · protocol 2025-11-25 · server version 1.0.0

What we checked, the evidence, and the tools it offers.

What we checked

Security

  • Passed: Connections are encrypted (HTTPS).

  • Passed: No hidden instructions found in tool text.

Safety labels

  • Passed: Every tool says whether it only reads or can change things.

Tools

  • Passed: 9 tools listed.

  • Passed: Every tool describes its inputs with a valid schema.

Protocol

  • Passed: The MCP handshake works (Streamable HTTP).

  • Passed: Protocol version 2025-11-25 (latest).

  • Passed: Unknown requests are refused.

Connection

  • Passed: The server responds.

Tools (9)

As the server describes them. The labels are the server's own: it says whether each tool only reads or can change things.

  • search_companiesFind US-listed companies covered by EquiReason by ticker or name. Returns ticker, name, sector and the company page.Read-only
  • get_companyA company's filed record: annual income, balance-sheet and cash-flow lines from SEC XBRL, revenue mix by reported segment, the latest filings with plain-language summaries and links, Form 4 insider t…Read-only
  • list_filing_eventsCompanies with a given event in the last 7 days (or an earlier ISO week): guidance raised or cut, unplanned insider buying, executive changes, acquisitions, buybacks, layoffs. Each row quotes the fil…Read-only
  • list_fundsThe institutional investors EquiReason tracks, with their latest 13F period, position count and reported value.Read-only
  • get_fund_holdingsA tracked fund's latest 13F: positions with shares and reported value, what changed against the prior quarter, and positions it exited.Read-only
  • list_trendsThe market trends EquiReason is following, with how many companies' filings describe each.Read-only
  • get_trendOne trend: the industries it supports, its knock-on effects with their expected lag, the evidence count by source type, and the conditions that would end it.Read-only
  • get_opportunitiesCompanies ranked by EquiReason's verdict, with band, score, the matched trend and the evidence count — optionally for one trend. Requires signing in; depth follows the plan.Read-only
  • get_company_historyRead EquiReason's forward-observed revision ledger as of an ISO date or offset timestamp. Coverage starts at the system's first capture for each domain: values before that capture are unknown, not re…Read-only

Audit history

  1. Nov 13Passed

What we sent

Every request in this audit, with the answer and how long it took. We never send credentials and never call a tool.

RequestAnswerTime
initializeHTTP 200567 ms
initializedHTTP 202155 ms
tools/listHTTP 200484 ms
unknown-methodHTTP 200159 ms

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