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FinancialMCP serverFirst audited Nov 13, 2026

Margin of Insight — Equity Research

Equity research API for US-listed companies. Free primer, $1 fundamentals, $2 investment memo.The vendor's description, from its MCP Registry listing.

Passed, with 1 warningAudited Nov 13, 2026
  • Warning: 6 of 6 tools do not say whether they can change things.

Nothing failed, but there is something to know or fix. 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 178 ms.
Sign-up?
None neededIt answered without any account or key.
Can it change things?
Doesn't sayIts tools do not say whether they only read, so treat them as able to change things.
Endpointhttps://app.marginofinsight.com/api/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

  • Warning: 6 of 6 tools do not say whether they can change things.

    MCP lets a server label each tool as read-only or destructive, so clients can ask the user before risky calls. Unlabelled tools are treated as able to change things.

    • get_company_primer
    • get_fundamental_analysis
    • get_investment_memo
    • list_coverage
    • search_research
    • request_coverage

Tools

  • Passed: 6 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 (6)

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

  • get_company_primerGet a free company primer for any US-listed company. Returns business overview, financial snapshot, and recent catalysts. No payment required.Doesn't say
  • get_fundamental_analysisGet fundamental analysis (12 research steps: revenue breakdown, earnings analysis, competitive positioning, financial trends, risk register, balance sheet, capital allocation, returns on capital (ROI…Doesn't say
  • get_investment_memoGet a full investment memo (21 research steps including DCF valuation, moat analysis, management quality, scenario analysis, returns on capital, institutional and insider activity, and investment the…Doesn't say
  • list_coverageList all covered tickers with company name, sector, exchange, and last updated date. Free.Doesn't say
  • search_researchSearch covered companies by ticker or company name. Returns matching companies with ticker, name, sector, and exchange. Free.Doesn't say
  • request_coverageRequest research coverage for a US-listed company not yet in the coverage universe. Coverage is typically added within 24-48 hours. Free.Doesn't say

Audit history

  1. Nov 13Warnings

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 200178 ms
initializedHTTP 20233 ms
tools/listHTTP 200145 ms
unknown-methodHTTP 20039 ms

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