Margin of Insight — Equity Research
Equity research API for US-listed companies. Free primer, $1 fundamentals, $2 investment memo.
Should I use this
Quality & Safety
Based on automated analysis of tool definitions and protocol compliance.
Context Cost
This is the approximate number of tokens consumed each time the server's tools are loaded into a model's context. Higher counts reduce the attention available for other tasks.
Install
One-Click Install
Add this to your `claude_desktop_config.json` file:
{
"mcpServers": {
"research": {
"url": "https://app.marginofinsight.com/api/mcp"
}
}
}Remote endpoints
https://app.marginofinsight.com/api/mcpstreamable-httpWhat it can do
Tool inventory
Tools (6)
🟢get_company_primer(ticker)
Get a free company primer for any US-listed company. Returns business overview, financial snapshot, and recent catalysts. No payment required.
Input Schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"description": "Stock ticker symbol (e.g. AAPL, MSFT, NVDA)"
}
},
"required": [
"ticker"
],
"$schema": "http://json-schema.org/draft-07/schema#"
}🟡get_fundamental_analysis(ticker)
Get fundamental analysis (12 research steps: revenue breakdown, earnings analysis, competitive positioning, financial trends, risk register, balance sheet, capital allocation, returns on capital (ROIC), industry context). Costs $1.00. Pay with a Stripe Shared Payment Token: send `Authorization: Bearer spt_…` on the HTTP transport. See https://docs.stripe.com/agentic-commerce/concepts/shared-payment-tokens.
Input Schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"description": "Stock ticker symbol"
}
},
"required": [
"ticker"
],
"$schema": "http://json-schema.org/draft-07/schema#"
}🟡get_investment_memo(ticker)
Get 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 thesis). Equivalent to a sell-side initiation note. Costs $2.00. Pay with a Stripe Shared Payment Token: send `Authorization: Bearer spt_…` on the HTTP transport. See https://docs.stripe.com/agentic-commerce/concepts/shared-payment-tokens.
Input Schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"description": "Stock ticker symbol"
}
},
"required": [
"ticker"
],
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢list_coverage
List all covered tickers with company name, sector, exchange, and last updated date. Free.
Input Schema
{
"type": "object",
"properties": {},
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢search_research(query)
Search covered companies by ticker or company name. Returns matching companies with ticker, name, sector, and exchange. Free.
Input Schema
{
"type": "object",
"properties": {
"query": {
"type": "string",
"description": "Ticker symbol or company name to search for"
}
},
"required": [
"query"
],
"$schema": "http://json-schema.org/draft-07/schema#"
}⚪request_coverage(ticker, email)
Request research coverage for a US-listed company not yet in the coverage universe. Coverage is typically added within 24-48 hours. Free.
Input Schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"description": "Stock ticker symbol to request coverage for"
},
"email": {
"description": "Optional email address to notify when coverage is ready",
"type": "string"
}
},
"required": [
"ticker"
],
"$schema": "http://json-schema.org/draft-07/schema#"
}Community
Evidence