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FinancialMCP serverFirst audited Nov 13, 2026

Oxford Ledge

Ask your assistant; it reads the public record: SEC filings, 13F, insider trades, BDC loans.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 262 ms.
Sign-up?
None neededIt answered without any account or key.
Can it change things?
YesSome tools say they can change things. Your AI client should ask you first.
Endpointhttps://www.oxfordledge.com/mcp

Source code Website Streamable HTTP · protocol 2025-06-18 · server version 3.8.4

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

  • Note: 2 tools are labelled as able to change things.

    Expected for tools that send, write or buy. Your AI client should ask before calling them.

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

Tools

  • Passed: 63 tools listed.

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

Protocol

  • Note: Protocol version 2025-06-18.

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

  • Passed: Unknown requests are refused.

Connection

  • Passed: The server responds.

Tools (63)

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

  • get_13f_holdingsWhat one institutional filer owns: the largest positions in its latest SEC 13F-HR, plus QoQ changes (keyed calls only). Accepts a numeric CIK (preferred), a ticker (BRK-B or BRK.B for Berkshire), or…Read-only
  • get_activist_stakesSchedule 13D/13G >5% beneficial-owner filings for a ticker -- event-driven stake-building, unlike quarterly 13F. Returns {ticker, count, filings}, newest first, limit default 50 (hard cap 200); rows…Read-only
  • get_anomaly_flagsRun 15 red-flag screens on a ticker (short interest >12%, Altman Z distress, net leverage >4x, negative FCF, P/E >50, dividend yield >6%, insider net selling, revenue decline, payout >90%, goodwill >…Read-only
  • get_bdc_listRoster of the ACTIVE BDCs tracked by Oxford Ledge, sorted by portfolio size -- our coverage, not the whole BDC universe; wound-down issuers are excluded by design. No arguments. Returns {bdcs, count}…Read-only
  • get_business_summaryFirst-party business summary for a ticker from its SEC annual report (10-K Item 1; 20-F Item 4 for a foreign private issuer): a curated, verifier-gated overview of what the company does. Returns `sum…Read-only
  • get_capital_allocationWhere a company sent its cash, up to 30 annual labels. Returns {ticker, capitalAllocation:{years, periods, dividends, netBuybacks, grossRepurchases, netDebtChange, acquisitions, sharesOut, isDilutive…Read-only
  • get_corporate_eventsThe 20 most recent 8-K item events for a ticker from Oxford Ledge's 8-K index of SEC EDGAR, NEWEST FIRST -- a hard cap with no caller-settable limit, so a recent-events feed, not a history. Returns {…Read-only
  • get_debt_maturitiesForward debt maturity ladder parsed from the latest 10-K/20-F footnote. Returns {ticker, maturities:[{year, amount}], thereafter, confidence, confidence_score, source, validation}. AMOUNTS ARE IN MIL…Read-only
  • get_economic_calendarUpcoming US macro DATA-RELEASE DATES (a schedule, not estimates) for the 8 tracked releases (CPI, Employment Situation, GDP, Jobless Claims, PCE, PPI, Industrial Production, Retail Sales). Returns {d…Read-only
  • get_fails_to_deliverSEC fails-to-deliver history for one ticker -- the settlement-failure side of short pressure. Returns {ticker, days, history, count, window, coverage, as_of, summary}; each row is {date (settlement d…Read-only
  • get_fred_dataOne series from Oxford Ledge's macro SNAPSHOT (about 41 FRED / Treasury series, newest observation each) by FRED id. Returns {series, data: {series, name, value, date, ytdChange, _source}, observatio…Read-only
  • get_fundamentalsFull XBRL financial history for one ticker. Returns {ticker, fundamentals:{years, periods, metrics, balanceSheet, quarterly, basis, as_of}, source_period, as_of}: `years` is newest-first, UP TO 30 an…Read-only
  • get_insider_activityRecent Form 4 insider transactions for one ticker. Returns {ticker, transactions}: THE 20 MOST RECENT TRANSACTION ROWS ONLY, newest by filing date; `days` filters within those 20 (it never reaches pa…Read-only
  • get_institutional_consensusWhich tickers the tracked 13F filers most widely hold in common. Returns {as_of_quarter, tickers_found, min_funds, consensus}; each row is {ticker, issuer_name, fund_count, total_value_usd, total_sha…Read-only
  • get_institutional_holdersWhich institutions hold one ticker, and which way they moved. Returns {ticker, holders, total_holders, as_of_quarter, coverage}. `holders`: the first `limit` (default 25, max 100) of the top 100 by v…Read-only
  • get_newsRead the Oxford Ledge news archive by ticker and/or keyword, newest first. Default limit 25, hard cap 100; no pagination offset. THE RESPONSE SHAPE DEPENDS ON THE ARGUMENTS: ticker only returns {arti…Read-only
  • get_portfolio_positionsStored positions of one saved portfolio. Returns {portfolio_id, positions, error} on EVERY path (error is null on success, a string on failure, and positions is [] either way). Each position is ONLY…Read-only
  • get_sector_breakdownHow Oxford Ledge's covered universe splits across sectors and industries (the whole catalog, NOT a portfolio). No arguments. Returns a BARE LIST of {sector, industry, tickerCount, totalMarketCap}, on…Read-only
  • get_value_investing_factCurated value-investing principle, historical fact or attributed paraphrase from Oxford Ledge's corpus (~2,000 entries about Buffett, Graham, Munger, Klarman and others). THE WORDING IS NOT VERIFIED…Read-only
  • get_yield_curveUS Treasury yield curve, plus (by default) the wider macro dashboard. TWO DIFFERENT SHAPES. include_history=true returns PARALLEL ARRAYS over 11 tenors (1M..30Y) -- today, ~91 days ago and ~1 year ag…Read-only
  • ol_13f_filer_analyticsInstitutional-filer behavior derived purely from 13F holdings: concentration (top-N %, normalized HHI), turnover, and persistence (long-term holder vs fast money) for one filer. Pass a NUMERIC CIK (a…Read-only
  • ol_13f_filer_searchResolve a 13F FILER name to its CIK -- the front door to get_13f_holdings and ol_13f_filer_analytics when you know the manager ('Berkshire Hathaway', 'Baupost') and not its CIK (search_company resolv…Read-only
  • ol_bank_structure_eventsFDIC STRUCTURAL EVENTS for one bank -- failures, assisted resolutions, mergers, acquisitions, charter changes -- newest first, with is_failure flagged from the FDIC CHANGECODE taxonomy. Pass `cert` (…Read-only
  • ol_bdc_borrower_dispersionMOAT: cross-lender loan-pricing DISPERSION for one private-credit borrower -- how N different BDCs each price the SAME loan (spread / mark / fair value); when one BDC marks a borrower S+550 @ 98 and…Read-only
  • ol_bdc_borrower_news_todayMOAT / daily pulse: recent VERIFIED news for the private-credit borrowers held across MULTIPLE BDCs -- 'what broke recently for the cross-BDC borrowers I should watch?'. Returns {summary, count, item…Read-only
  • ol_bdc_common_borrowersBorrowers common to a GIVEN SET of BDCs -- the cross-portfolio set question ('what do ARCC, OBDC and AGTC all lend to?') in ONE call. Returns per borrower: borrower, borrower_norm, holder_count, hold…Read-only
  • ol_bdc_credit_qualityBDC non-accrual credit-deterioration signal: the share of debt fair value on non-accrual (loans that stopped paying) in the latest filing, plus the trailing-quarter trend. Returns {summary, ticker, l…Read-only
  • ol_bdc_fee_loadBDC fee load + NII-based dividend coverage for ONE fiscal year (not a series). Returns {summary, ticker, fiscal_year, fees, dividend_coverage}; `fees` holds base and incentive fees and net investment…Read-only
  • ol_bdc_loan_pricing_trendPer-quarter loan-pricing trend for ONE BDC, from the parsed schedule of investments: fair-value-weighted average credit spread, average mark and position counts, OLDEST-FIRST. Returns {summary, ticke…Read-only
  • ol_bdc_mark_changesMOAT / private credit: the largest quarter-over-quarter MARK moves across a SET of BDC portfolios -- 'which borrowers got marked up or down the most last quarter, and by whom' in ONE deterministic ca…Read-only
  • ol_bdc_top_borrowersMOAT / BDC discovery: the private-credit borrowers syndicated across the MOST BDCs, ranked by ACTIVE lender count (holder_count_active), then holder_count, then exposure -- the entrypoint for the BDC…Read-only
  • ol_bond_directory_screenScreen the corporate-bond browse directory by issuer name, grade (IG or HY), and optional coupon and maturity bands. Returns {summary, count, total_matching, bonds}; each bond is {key, issuer_name, c…Read-only
  • ol_borrower_profileProfile + verified M&A/ownership history for one private-credit borrower. Pass `borrower_norm` (a key from ol_bdc_top_borrowers, or a name). Returns {summary, borrower_norm, borrower, profile, acquis…Read-only
  • ol_cftc_cotCFTC Commitments-of-Traders positioning for THREE curated markets (keys gold, crude_oil, sp500). Pass `market` for its weekly history, NEWEST FIRST (names are normalised: 'wti', 'GOLD', 'e-mini s&p'…Read-only
  • ol_earnings_calendarUpcoming EARNINGS DATES for one issuer, provenance-labelled: published_events are dates the ISSUER posted on its own IR calendar; estimate is an Oxford Ledge projection from the issuer's SEC filing c…Read-only
  • ol_etf_lookthroughETF look-through: expand up to 25 ETF tickers into the underlying holdings the fund ITSELF filed on Form N-PORT. Returns {summary, count, etfs, units}; per ETF {etf, name, category, net_assets, in_ca…Read-only
  • ol_fdic_bankFDIC-insured banks and thrifts. Pass `query` for a name PREFIX search against ACTIVE institutions (largest-asset first), or omit it for the largest active institutions. Returns {summary, query?, foun…Read-only
  • ol_federal_contractsFederal-contract obligation history for a ticker, OR the fiscal-year leaderboard -- for government-revenue-dependence diligence. TWO SHAPES: exactly one of `ticker` or `fiscal_year` is REQUIRED (both…Read-only
  • ol_filing_searchMOAT (PAID -- AI): semantic retrieval over EMBEDDED SEC filings for a ticker. Ask a natural-language question ('what did they say about supply-chain risk?') and get the most relevant filing CHUNKS ba…Read-only
  • ol_form_d_raisesRecent SEC Form D private-placement filings from the SEC's QUARTERLY Form D data set -- newest first, optionally scoped to an industry group and/or a trailing filing-date window. Returns {summary, co…Read-only
  • ol_fundamentals_screenThreshold screen over up to 10 caller-supplied tickers (extras named in `dropped`) on latest-year SEC EDGAR XBRL fundamentals. Optional criteria: min_revenue, min_free_cash_flow, min_ebit_margin_pct,…Read-only
  • ol_glossary_termOxford Ledge's editorial GLOSSARY: ~1,500 finance and investing terms written for lifelong students of the market -- definition, worked example, etymology, pronunciation, related terms (see-also), an…Read-only
  • ol_insider_cluster_scanFLAGSHIP MOAT: scan for ACTIVE multi-insider cluster-buy/sell signals (distinct-actor Form 4 clusters with statistical strength). THREE GRAINS: pass `tickers` for a watchlist, a single `ticker` for t…Read-only
  • ol_insider_recent_buysRecent OPEN-MARKET insider PURCHASES (SEC code 'P') across the Oxford Ledge issuer catalog (~5.3k tickers) -- a daily insider screen. Returns {summary, since_days, count, buys}, NEWEST FIRST; each bu…Read-only
  • ol_institutional_confluenceQuarter-aligned institutional-confluence read for one ticker: 13F accumulation x insider Form 4 net buying x buy-cluster confirmation, fused on the ticker's reference 13F quarter. Returns a `verdict`…Read-only
  • ol_intrinsic_valuePer-share intrinsic value from SEC EDGAR XBRL -- three textbook models: a levered-FCF DCF, a Greenwald Earnings-Power-Value, and the Graham number. Returns {summary, ticker, available, dcf_per_share,…Read-only
  • ol_issuer_kpi_panelTier-3 KPI PANEL for ONE issuer -- curated per-issuer metric rows (ARR, RPO/cRPO, NRR, logo retention, DAU/MAU, capacity utilization, ...) extracted from SEC filing exhibits, WITH the issuer's own me…Read-only
  • ol_learn_checkGrade the learner's answer to a LEARN check. item 'self_check' with section (the check's step index) and selected_option (0-based) is graded on the server for every caller, no key needed, and returns…Read-only
  • ol_learn_findFind an Oxford Ledge LEARN lesson to teach: 40 learning paths and 433 modules written for lifelong students and investors. No arguments lists the paths plus a start_here module; `path` lists one path…Read-only
  • ol_learn_lessonTeach one Oxford Ledge LEARN module a step at a time. Call with module_id and no step for the outline, then step=0, 1, 2 and so on. A step is one lesson section as body_markdown, plus where the lesso…Read-only
  • ol_maturity_wallThe corporate DEBT MATURITY WALL: scheduled bond/loan maturities aggregated by year -- total_by_year, by_rating, top_issuers_by_year, peak_year, concentration. Amounts are USD MILLIONS (see `units`).…Read-only
  • ol_operating_kpisIndustry OPERATING KPIs for ONE issuer -- the operational numbers the income statement hides (same-store sales, RevPAR, load factor, medical-loss ratio, net interest margin, TEU, rig count ...) extra…Read-only
  • ol_ownership_changesQuarter-over-quarter institutional accumulation/distribution for one ticker: each fund's position classified new / increased / decreased / exited over the last ~4 quarters -- the 'who is moving on X?…Read-only
  • ol_paper_portfolioYOUR paper (practice) portfolio on Oxford Ledge -- the same snapshot the web sandbox at /practice/ renders: {portfolio, positions, totals, position_theses, summary, has_portfolio}. include_history: t…Read-only
  • ol_paper_tradeWRITE (opt-in): place a market order in YOUR paper (practice) portfolio -- the same engine, quote, fills and rejections as the web sandbox; no real money, no real account. One of TWO mutating tools h…Can change things
  • ol_patentsRecent USPTO patent filings for a ticker (innovation-intensity diligence). Returns {summary, ticker, count, filings}, NEWEST FIRST; `limit` default 50, hard cap 200, so this is a recent slice, never…Read-only
  • ol_peer_fundamentalsSide-by-side latest-fiscal-year fundamentals for a peer set (the FIRST 6 unique tickers; the rest are named in `dropped`). Returns {summary, count, peers, dropped, as_of}; a peer is {ticker, availabl…Read-only
  • ol_short_interest_trendFINRA short-interest trend for one ticker: the biweekly settlement-date short-percent series, OLDEST-FIRST. Returns {summary, ticker, count, as_of, trend}; each point is EXACTLY {date (settlement dat…Read-only
  • ol_treasury_debtUS Treasury debt composition from the Monthly Statement of the Public Debt. Omit BOTH args for the newest month's full class breakdown; pass security_type AND security_class together for that one cla…Read-only
  • reading_list_annotateWRITE (opt-in): save or update YOUR private note on an Oxford Ledge reading-list entry. One of TWO mutating tools here (the other is ol_paper_trade). DEFAULTS TO A DRY RUN: with _dry_run omitted or t…Can change things
  • search_bdc_borrowerWhich BDCs lend to one private-credit borrower, matched fuzzily on name -- Oxford Ledge's parse of SEC EDGAR BDC schedules of investments (ol-derived), not filer-published data. Returns borrowerName,…Read-only
  • search_companyResolve a company name, ticker or CIK to its SEC identity. Returns {results, count}, up to 20 matches (hard cap); each result carries SEC-EDGAR-derivable identity fields only: ticker, companyName, ci…Read-only
  • search_news_archiveTF-IDF full-text search over the archived news headlines + the pulse-fact corpus (a lexical index, not embeddings). Returns {query, count, results, index}; each result is {type ('news' | 'fact'), tex…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 200262 ms
initializedHTTP 202129 ms
tools/listHTTP 200169 ms
unknown-methodHTTP 200153 ms

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