CapitalSnitch
SEC insider trades, Congress trades, 13F funds, earnings and 8-K filings for AI, with SEC links.
Should I use this
Quality & Safety
Findings (1)
- LOWTool 'search_companies' description lacks action verbin search_companies
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": {
"insider-trading": {
"url": "https://capitalsnitch.com/mcp"
}
}
}Remote endpoints
https://capitalsnitch.com/mcpstreamable-httpWhat it can do
Tool inventory
Tools (27)
🟢get_insider_activity(ticker, days, open_market_only, limit)
List and summarize insider trades (SEC Form 4) for one company: who bought or sold, when, how much, their role (CEO, CFO, Director, 10% owner…), and a link to each filing. Use for questions like 'are insiders buying or selling NVDA?' or 'show Tesla insider trades this year'.
Input Schema
{
"type": "object",
"properties": {
"ticker": {
"description": "Stock ticker, e.g. 'AAPL'.",
"title": "Ticker",
"type": "string"
},
"days": {
"default": 90,
"description": "Look-back window in days (1–3650).",
"maximum": 3650,
"minimum": 1,
"title": "Days",
"type": "integer"
},
"open_market_only": {
"default": true,
"description": "True = only open-market buys/sells (the meaningful signal). False = include awards, option exercises, gifts, tax withholding.",
"title": "Open Market Only",
"type": "boolean"
},
"limit": {
"default": 25,
"description": "Max trades to return (1–100).",
"maximum": 100,
"minimum": 1,
"title": "Limit",
"type": "integer"
}
},
"required": [
"ticker"
],
"title": "get_insider_activityArguments"
}Output Schema
{
"type": "object",
"properties": {
"summary": {
"description": "Plain-language answer. Quote this, then cite sources.",
"title": "Summary",
"type": "string"
},
"data_as_of": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"description": "Latest SEC filing date included in the data (YYYY-MM-DD).",
"title": "Data As Of"
},
"results": {
"description": "Structured results (rows or an object).",
"title": "Results"
},
"sources": {
"description": "Links to official SEC filings / pages backing the answer.",
"items": {
"type": "string"
},
"title": "Sources",
"type": "array"
},
"notes": {
"description": "Caveats, data-quality notes, next steps.",
"items": {
"type": "string"
},
"title": "Notes",
"type": "array"
},
"disclaimer": {
"default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation.",
"title": "Disclaimer",
"type": "string"
}
},
"required": [
"summary",
"data_as_of",
"results",
"sources"
],
"title": "ToolResponse"
}🟢find_insider_buying(days, min_total_value_usd, roles, min_insiders, sort_by, ...)
Scan ALL U.S. companies for insider open-market PURCHASES — the strongest insider signal. Ranks companies by total value bought, number of distinct insiders buying ('cluster buying'), or recency. Use for 'which insiders are buying right now?', 'CEO purchases this month', 'companies where 3+ insiders bought'.
Input Schema
{
"type": "object",
"properties": {
"days": {
"default": 30,
"description": "Look-back window in days (1–365).",
"maximum": 365,
"minimum": 1,
"title": "Days",
"type": "integer"
},
"min_total_value_usd": {
"default": 100000,
"description": "Minimum total purchase value per company.",
"minimum": 0,
"title": "Min Total Value Usd",
"type": "number"
},
"roles": {
"anyOf": [
{
"items": {
"enum": [
"CEO",
"CFO",
"COO",
"President",
"Chair",
"Executive Officer",
"Officer",
"Director",
"10% Owner",
"Other"
],
"type": "string"
},
"type": "array"
},
{
"type": "null"
}
],
"default": null,
"description": "Only count buyers with these roles, e.g. ['CEO','CFO']. Omit for all.",
"title": "Roles"
},
"min_insiders": {
"default": 1,
"description": "Minimum number of distinct insiders buying (cluster buying).",
"maximum": 50,
"minimum": 1,
"title": "Min Insiders",
"type": "integer"
},
"sort_by": {
"default": "value",
"description": "Ranking.",
"enum": [
"value",
"insiders",
"recent"
],
"title": "Sort By",
"type": "string"
},
"limit": {
"default": 20,
"description": "Max companies (1–50).",
"maximum": 50,
"minimum": 1,
"title": "Limit",
"type": "integer"
}
},
"title": "find_insider_buyingArguments"
}Output Schema
{
"type": "object",
"properties": {
"summary": {
"description": "Plain-language answer. Quote this, then cite sources.",
"title": "Summary",
"type": "string"
},
"data_as_of": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"description": "Latest SEC filing date included in the data (YYYY-MM-DD).",
"title": "Data As Of"
},
"results": {
"description": "Structured results (rows or an object).",
"title": "Results"
},
"sources": {
"description": "Links to official SEC filings / pages backing the answer.",
"items": {
"type": "string"
},
"title": "Sources",
"type": "array"
},
"notes": {
"description": "Caveats, data-quality notes, next steps.",
"items": {
"type": "string"
},
"title": "Notes",
"type": "array"
},
"disclaimer": {
"default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation.",
"title": "Disclaimer",
"type": "string"
}
},
"required": [
"summary",
"data_as_of",
"results",
"sources"
],
"title": "ToolResponse"
}🟢get_insider_signal(ticker, days)
Score current insider behavior for one company (0–100, 50 = neutral) and EXPLAIN it: open-market buying vs selling, how unusual it is versus the company's own 5-year history, cluster buying, and C-suite participation, with the evidence trades and SEC links. Use for 'is insider activity at X bullish or bearish?' or 'anything unusual about insiders at X?'.
Input Schema
{
"type": "object",
"properties": {
"ticker": {
"description": "Stock ticker, e.g. 'PLTR'.",
"title": "Ticker",
"type": "string"
},
"days": {
"default": 90,
"description": "Window to evaluate (30–365 days).",
"maximum": 365,
"minimum": 30,
"title": "Days",
"type": "integer"
}
},
"required": [
"ticker"
],
"title": "get_insider_signalArguments"
}Output Schema
{
"type": "object",
"properties": {
"summary": {
"description": "Plain-language answer. Quote this, then cite sources.",
"title": "Summary",
"type": "string"
},
"data_as_of": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"description": "Latest SEC filing date included in the data (YYYY-MM-DD).",
"title": "Data As Of"
},
"results": {
"description": "Structured results (rows or an object).",
"title": "Results"
},
"sources": {
"description": "Links to official SEC filings / pages backing the answer.",
"items": {
"type": "string"
},
"title": "Sources",
"type": "array"
},
"notes": {
"description": "Caveats, data-quality notes, next steps.",
"items": {
"type": "string"
},
"title": "Notes",
"type": "array"
},
"disclaimer": {
"default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation.",
"title": "Disclaimer",
"type": "string"
}
},
"required": [
"summary",
"data_as_of",
"results",
"sources"
],
"title": "ToolResponse"
}🟢get_insider_person(name, days, limit)
Find an insider (executive, director, or large holder) by name and list their open-market trades across all companies, with totals. Use for 'what has Warren Buffett bought recently?' or 'Jensen Huang stock sales'.
Input Schema
{
"type": "object",
"properties": {
"name": {
"description": "Insider name or part of it, e.g. 'Buffett' or 'Huang Jen'.",
"minLength": 3,
"title": "Name",
"type": "string"
},
"days": {
"default": 730,
"description": "Look-back window in days (1–7300).",
"maximum": 7300,
"minimum": 1,
"title": "Days",
"type": "integer"
},
"limit": {
"default": 25,
"description": "Max trades (1–100).",
"maximum": 100,
"minimum": 1,
"title": "Limit",
"type": "integer"
}
},
"required": [
"name"
],
"title": "get_insider_personArguments"
}Output Schema
{
"type": "object",
"properties": {
"summary": {
"description": "Plain-language answer. Quote this, then cite sources.",
"title": "Summary",
"type": "string"
},
"data_as_of": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"description": "Latest SEC filing date included in the data (YYYY-MM-DD).",
"title": "Data As Of"
},
"results": {
"description": "Structured results (rows or an object).",
"title": "Results"
},
"sources": {
"description": "Links to official SEC filings / pages backing the answer.",
"items": {
"type": "string"
},
"title": "Sources",
"type": "array"
},
"notes": {
"description": "Caveats, data-quality notes, next steps.",
"items": {
"type": "string"
},
"title": "Notes",
"type": "array"
},
"disclaimer": {
"default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation.",
"title": "Disclaimer",
"type": "string"
}
},
"required": [
"summary",
"data_as_of",
"results",
"sources"
],
"title": "ToolResponse"
}🟢search_companies(query, limit)
Look up tickers and official company names (with SEC CIK) from recent insider filings. Use when the user names a company but not its ticker, or a ticker returns no results.
Input Schema
{
"type": "object",
"properties": {
"query": {
"description": "Company name or ticker fragment, e.g. 'palantir' or 'BRK'.",
"minLength": 1,
"title": "Query",
"type": "string"
},
"limit": {
"default": 10,
"maximum": 25,
"minimum": 1,
"title": "Limit",
"type": "integer"
}
},
"required": [
"query"
],
"title": "search_companiesArguments"
}Output Schema
{
"type": "object",
"properties": {
"summary": {
"description": "Plain-language answer. Quote this, then cite sources.",
"title": "Summary",
"type": "string"
},
"data_as_of": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"description": "Latest SEC filing date included in the data (YYYY-MM-DD).",
"title": "Data As Of"
},
"results": {
"description": "Structured results (rows or an object).",
"title": "Results"
},
"sources": {
"description": "Links to official SEC filings / pages backing the answer.",
"items": {
"type": "string"
},
"title": "Sources",
"type": "array"
},
"notes": {
"description": "Caveats, data-quality notes, next steps.",
"items": {
"type": "string"
},
"title": "Notes",
"type": "array"
},
"disclaimer": {
"default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation.",
"title": "Disclaimer",
"type": "string"
}
},
"required": [
"summary",
"data_as_of",
"results",
"sources"
],
"title": "ToolResponse"
}🟢get_data_status
Report what data CapitalSnitch covers, how fresh it is, update schedule, sources, and known limitations. Use when asked 'how current is this?', 'what data do you have?', or before making time-sensitive claims.
Input Schema
{
"type": "object",
"properties": {},
"title": "get_data_statusArguments"
}Output Schema
{
"type": "object",
"properties": {
"summary": {
"description": "Plain-language answer. Quote this, then cite sources.",
"title": "Summary",
"type": "string"
},
"data_as_of": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"description": "Latest SEC filing date included in the data (YYYY-MM-DD).",
"title": "Data As Of"
},
"results": {
"description": "Structured results (rows or an object).",
"title": "Results"
},
"sources": {
"description": "Links to official SEC filings / pages backing the answer.",
"items": {
"type": "string"
},
"title": "Sources",
"type": "array"
},
"notes": {
"description": "Caveats, data-quality notes, next steps.",
"items": {
"type": "string"
},
"title": "Notes",
"type": "array"
},
"disclaimer": {
"default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation.",
"title": "Disclaimer",
"type": "string"
}
},
"required": [
"summary",
"data_as_of",
"results",
"sources"
],
"title": "ToolResponse"
}🟢get_market_context
Current U.S. market backdrop in one call: market regime (calm uptrend / uptrend under stress / downtrend / panic / recovery, from the S&P 500 trend and VIX), VIX level and percentile, Fed funds rate, 2y and 10y Treasury yields, yield-curve shape, and the next Fed (FOMC) meetings with days until each and the market-implied odds of a cut, hold or hike. Use for 'what's the market backdrop?', 'when is the next Fed meeting?', 'odds of a rate cut?'.
Input Schema
{
"type": "object",
"properties": {},
"title": "get_market_contextArguments"
}Output Schema
{
"type": "object",
"properties": {
"summary": {
"description": "Plain-language answer. Quote this, then cite sources.",
"title": "Summary",
"type": "string"
},
"data_as_of": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"description": "Latest SEC filing date included in the data (YYYY-MM-DD).",
"title": "Data As Of"
},
"results": {
"description": "Structured results (rows or an object).",
"title": "Results"
},
"sources": {
"description": "Links to official SEC filings / pages backing the answer.",
"items": {
"type": "string"
},
"title": "Sources",
"type": "array"
},
"notes": {
"description": "Caveats, data-quality notes, next steps.",
"items": {
"type": "string"
},
"title": "Notes",
"type": "array"
},
"disclaimer": {
"default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation.",
"title": "Disclaimer",
"type": "string"
}
},
"required": [
"summary",
"data_as_of",
"results",
"sources"
],
"title": "ToolResponse"
}🟢get_company_context(ticker, insider_days)
Everything that matters about one company in one call: the explained insider signal (score, cluster and C-suite buying, unusual vs history) PLUS the next earnings date and countdown (and last earnings), the stock's volatility regime (calm / normal / elevated / extreme vs its own past year), trend vs 50/200-day averages, drawdown from the 52-week high, recent returns, Wall Street analyst consensus and its 3-month trend, and the market backdrop (regime + next Fed meeting odds). Ends with 'what stands out' facts. Use for 'analyze X', 'should I look closer at X?', 'anything notable about X before earnings?'. Also includes the company's financials (valuation, growth, profit) and dilution summary. Includes 'analysis': a written CapitalSnitch Take (headline, story, bull case, bear case, what to watch) grounded in the data — present it to the user, and say it is automated context, not investment advice.
Input Schema
{
"type": "object",
"properties": {
"ticker": {
"description": "Stock ticker, e.g. 'NVDA'.",
"title": "Ticker",
"type": "string"
},
"insider_days": {
"default": 90,
"description": "Insider look-back window (30–365 days).",
"maximum": 365,
"minimum": 30,
"title": "Insider Days",
"type": "integer"
}
},
"required": [
"ticker"
],
"title": "get_company_contextArguments"
}Output Schema
{
"type": "object",
"properties": {
"summary": {
"description": "Plain-language answer. Quote this, then cite sources.",
"title": "Summary",
"type": "string"
},
"data_as_of": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"description": "Latest SEC filing date included in the data (YYYY-MM-DD).",
"title": "Data As Of"
},
"results": {
"description": "Structured results (rows or an object).",
"title": "Results"
},
"sources": {
"description": "Links to official SEC filings / pages backing the answer.",
"items": {
"type": "string"
},
"title": "Sources",
"type": "array"
},
"notes": {
"description": "Caveats, data-quality notes, next steps.",
"items": {
"type": "string"
},
"title": "Notes",
"type": "array"
},
"disclaimer": {
"default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation.",
"title": "Disclaimer",
"type": "string"
}
},
"required": [
"summary",
"data_as_of",
"results",
"sources"
],
"title": "ToolResponse"
}🟢get_financials(ticker, quarters)
A company's fundamentals from its SEC filings (10-Q/10-K): market cap, P/E, price/sales, dividend yield, 12-month revenue and net income with year-over-year growth (growing / flat / declining, accelerating or slowing), margins, free cash flow, cash, debt, cash runway, stock-based pay, and a quarter-by-quarter table of revenue, net income and EPS with YoY change for each quarter. Use for 'is revenue growing?', 'what's the P/E?', 'does it pay a dividend?', 'is it profitable?', 'show the last 8 quarters'.
Input Schema
{
"type": "object",
"properties": {
"ticker": {
"description": "Stock ticker, e.g. 'SOFI'.",
"title": "Ticker",
"type": "string"
},
"quarters": {
"default": 8,
"description": "Quarters of history (4–12).",
"maximum": 12,
"minimum": 4,
"title": "Quarters",
"type": "integer"
}
},
"required": [
"ticker"
],
"title": "get_financialsArguments"
}Output Schema
{
"type": "object",
"properties": {
"summary": {
"description": "Plain-language answer. Quote this, then cite sources.",
"title": "Summary",
"type": "string"
},
"data_as_of": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"description": "Latest SEC filing date included in the data (YYYY-MM-DD).",
"title": "Data As Of"
},
"results": {
"description": "Structured results (rows or an object).",
"title": "Results"
},
"sources": {
"description": "Links to official SEC filings / pages backing the answer.",
"items": {
"type": "string"
},
"title": "Sources",
"type": "array"
},
"notes": {
"description": "Caveats, data-quality notes, next steps.",
"items": {
"type": "string"
},
"title": "Notes",
"type": "array"
},
"disclaimer": {
"default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation.",
"title": "Disclaimer",
"type": "string"
}
},
"required": [
"summary",
"data_as_of",
"results",
"sources"
],
"title": "ToolResponse"
}🟢get_dilution_history(ticker, years)
Every stock offering, at-the-market (ATM) program, convertible note (including private Rule 144A deals announced only in an 8-K), notes exchanged for shares, unregistered share sale and shelf registration the company filed with the SEC, plus the company's 8-K filings of the last 30 days in plain English, with size, price per share, and how the stock reacted (day 1, day 2, 1 week, 1 month vs the prior close); the share-count trend (1-year change, 3-year yearly rate); and a 0–100 dilution-risk score with reasons (recent offerings, active shelf, cash burn, heavy stock pay). Use for 'has SOFI diluted shareholders?', 'what happened to the price after the last offering?', 'is a share sale likely?'.
Input Schema
{
"type": "object",
"properties": {
"ticker": {
"description": "Stock ticker, e.g. 'SOFI'.",
"title": "Ticker",
"type": "string"
},
"years": {
"default": 3,
"description": "Years of offering history (1–5).",
"maximum": 5,
"minimum": 1,
"title": "Years",
"type": "integer"
}
},
"required": [
"ticker"
],
"title": "get_dilution_historyArguments"
}Output Schema
{
"type": "object",
"properties": {
"summary": {
"description": "Plain-language answer. Quote this, then cite sources.",
"title": "Summary",
"type": "string"
},
"data_as_of": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"description": "Latest SEC filing date included in the data (YYYY-MM-DD).",
"title": "Data As Of"
},
"results": {
"description": "Structured results (rows or an object).",
"title": "Results"
},
"sources": {
"description": "Links to official SEC filings / pages backing the answer.",
"items": {
"type": "string"
},
"title": "Sources",
"type": "array"
},
"notes": {
"description": "Caveats, data-quality notes, next steps.",
"items": {
"type": "string"
},
"title": "Notes",
"type": "array"
},
"disclaimer": {
"default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation.",
"title": "Disclaimer",
"type": "string"
}
},
"required": [
"summary",
"data_as_of",
"results",
"sources"
],
"title": "ToolResponse"
}🟢find_insider_clusters(days, min_insiders, min_total_value_usd, exclude_batches, sort_by, ...)
Find every company where several different insiders made OPEN-MARKET purchases (option exercises, awards and sales excluded), list each buyer's name, title and amount, and FLAG BATCHES: many buyers filing on the same day with similar, modest amounts usually means one company program (employee purchase plan, IPO or private-placement allocation), not independent conviction. Each company gets a 0–100 conviction score (independent buyers, C-suite participation, size per buyer, how much they grew their stake, purchases spread over several days, minus batch penalty) with reasons. Use for 'find companies where 3+ insiders bought in the last 60 days', 'cluster buying that is real, not a comp plan', 'rank insider clusters by conviction'.
Input Schema
{
"type": "object",
"properties": {
"days": {
"default": 60,
"description": "Look-back window in days (7–365).",
"maximum": 365,
"minimum": 7,
"title": "Days",
"type": "integer"
},
"min_insiders": {
"default": 3,
"description": "Minimum different insiders buying.",
"maximum": 50,
"minimum": 2,
"title": "Min Insiders",
"type": "integer"
},
"min_total_value_usd": {
"default": 0,
"description": "Minimum total bought per company.",
"minimum": 0,
"title": "Min Total Value Usd",
"type": "number"
},
"exclude_batches": {
"default": false,
"description": "True = hide companies whose buying looks like one company program (same day, similar small amounts).",
"title": "Exclude Batches",
"type": "boolean"
},
"sort_by": {
"default": "conviction",
"description": "Ranking.",
"enum": [
"conviction",
"insiders",
"value",
"recent"
],
"title": "Sort By",
"type": "string"
},
"limit": {
"default": 15,
"description": "Max companies (1–40).",
"maximum": 40,
"minimum": 1,
"title": "Limit",
"type": "integer"
}
},
"title": "find_insider_clustersArguments"
}Output Schema
{
"type": "object",
"properties": {
"summary": {
"description": "Plain-language answer. Quote this, then cite sources.",
"title": "Summary",
"type": "string"
},
"data_as_of": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"description": "Latest SEC filing date included in the data (YYYY-MM-DD).",
"title": "Data As Of"
},
"results": {
"description": "Structured results (rows or an object).",
"title": "Results"
},
"sources": {
"description": "Links to official SEC filings / pages backing the answer.",
"items": {
"type": "string"
},
"title": "Sources",
"type": "array"
},
"notes": {
"description": "Caveats, data-quality notes, next steps.",
"items": {
"type": "string"
},
"title": "Notes",
"type": "array"
},
"disclaimer": {
"default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation.",
"title": "Disclaimer",
"type": "string"
}
},
"required": [
"summary",
"data_as_of",
"results",
"sources"
],
"title": "ToolResponse"
}🟢find_emerging_insider_buying(days, recent_days, min_value_usd, limit)
Spot insider buying EARLY: companies where fewer than 5 different insiders bought in the window but the pace is rising (more buyers or more dollars recently than earlier), versus 'crowded' companies where 5+ insiders already bought. Explains exactly how 'rising' is measured. Use for 'which stocks have early, increasing insider buying that is not crowded yet?', 'emerging insider signals'.
Input Schema
{
"type": "object",
"properties": {
"days": {
"default": 90,
"description": "Whole window in days (45–365).",
"maximum": 365,
"minimum": 45,
"title": "Days",
"type": "integer"
},
"recent_days": {
"default": 30,
"description": "'Recent' part of the window, compared with the earlier part.",
"maximum": 180,
"minimum": 7,
"title": "Recent Days",
"type": "integer"
},
"min_value_usd": {
"default": 25000,
"description": "Minimum total bought in the window per company.",
"minimum": 0,
"title": "Min Value Usd",
"type": "number"
},
"limit": {
"default": 15,
"description": "Max companies per list (1–30).",
"maximum": 30,
"minimum": 1,
"title": "Limit",
"type": "integer"
}
},
"title": "find_emerging_insider_buyingArguments"
}Output Schema
{
"type": "object",
"properties": {
"summary": {
"description": "Plain-language answer. Quote this, then cite sources.",
"title": "Summary",
"type": "string"
},
"data_as_of": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"description": "Latest SEC filing date included in the data (YYYY-MM-DD).",
"title": "Data As Of"
},
"results": {
"description": "Structured results (rows or an object).",
"title": "Results"
},
"sources": {
"description": "Links to official SEC filings / pages backing the answer.",
"items": {
"type": "string"
},
"title": "Sources",
"type": "array"
},
"notes": {
"description": "Caveats, data-quality notes, next steps.",
"items": {
"type": "string"
},
"title": "Notes",
"type": "array"
},
"disclaimer": {
"default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation.",
"title": "Disclaimer",
"type": "string"
}
},
"required": [
"summary",
"data_as_of",
"results",
"sources"
],
"title": "ToolResponse"
}🟢get_institutional_ownership(ticker, top)
Who owns a stock, from SEC Form 13F filings by investment managers (hedge funds, mutual funds, banks, pensions with $100M+): number of institutional holders, share of the company they hold, top holders with their stake and quarter-over-quarter change, and how many funds opened, added, cut or sold out. Analyst and Edge also get the lists of new funds, sold-out funds, biggest adds and biggest cuts. Use for 'who owns PLTR?', 'are funds buying or selling NVDA?', 'top institutional holders', 'did hedge funds add last quarter?'.
Input Schema
{
"type": "object",
"properties": {
"ticker": {
"description": "Stock ticker, e.g. 'PLTR'.",
"title": "Ticker",
"type": "string"
},
"top": {
"default": 10,
"description": "How many top holders (5–25).",
"maximum": 25,
"minimum": 5,
"title": "Top",
"type": "integer"
}
},
"required": [
"ticker"
],
"title": "get_institutional_ownershipArguments"
}Output Schema
{
"type": "object",
"properties": {
"summary": {
"description": "Plain-language answer. Quote this, then cite sources.",
"title": "Summary",
"type": "string"
},
"data_as_of": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"description": "Latest SEC filing date included in the data (YYYY-MM-DD).",
"title": "Data As Of"
},
"results": {
"description": "Structured results (rows or an object).",
"title": "Results"
},
"sources": {
"description": "Links to official SEC filings / pages backing the answer.",
"items": {
"type": "string"
},
"title": "Sources",
"type": "array"
},
"notes": {
"description": "Caveats, data-quality notes, next steps.",
"items": {
"type": "string"
},
"title": "Notes",
"type": "array"
},
"disclaimer": {
"default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation.",
"title": "Disclaimer",
"type": "string"
}
},
"required": [
"summary",
"data_as_of",
"results",
"sources"
],
"title": "ToolResponse"
}🟢get_fund_holdings(manager, top)
A fund's latest SEC Form 13F portfolio: total value, number of positions, top holdings with % of portfolio, and what changed vs the quarter before: new positions, positions sold out, biggest adds and biggest cuts. Use for 'what did Berkshire buy last quarter?', 'top holdings of Bridgewater', 'did Ark sell Tesla?'.
Input Schema
{
"type": "object",
"properties": {
"manager": {
"description": "Fund / manager name or part of it, e.g. 'Berkshire', 'Bridgewater', 'Renaissance', 'ARK'.",
"minLength": 3,
"title": "Manager",
"type": "string"
},
"top": {
"default": 20,
"description": "How many top holdings (5–40).",
"maximum": 40,
"minimum": 5,
"title": "Top",
"type": "integer"
}
},
"required": [
"manager"
],
"title": "get_fund_holdingsArguments"
}Output Schema
{
"type": "object",
"properties": {
"summary": {
"description": "Plain-language answer. Quote this, then cite sources.",
"title": "Summary",
"type": "string"
},
"data_as_of": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"description": "Latest SEC filing date included in the data (YYYY-MM-DD).",
"title": "Data As Of"
},
"results": {
"description": "Structured results (rows or an object).",
"title": "Results"
},
"sources": {
"description": "Links to official SEC filings / pages backing the answer.",
"items": {
"type": "string"
},
"title": "Sources",
"type": "array"
},
"notes": {
"description": "Caveats, data-quality notes, next steps.",
"items": {
"type": "string"
},
"title": "Notes",
"type": "array"
},
"disclaimer": {
"default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation.",
"title": "Disclaimer",
"type": "string"
}
},
"required": [
"summary",
"data_as_of",
"results",
"sources"
],
"title": "ToolResponse"
}🟢get_congress_trades(ticker, member, days, trade_type, chamber, ...)
Stock trades reported by members of the U.S. House and Senate (STOCK Act Periodic Transaction Reports): member, party, state, chamber, stock, purchase or sale, amount range, trade date, filing date, how many days late it was reported, owner (self/spouse/joint/child) and a link to the official filing. With no filters: the week's summary, most-traded stocks and late filers. FREE public information on every plan and never counted toward the daily limit. Reports arrive up to 45 days after the trade (median about a month), so this is a historical record, not a live feed. Use for 'which members of Congress traded NVDA?', 'what has Pelosi bought?', 'congressional trades this week'. Must not be used for credit decisions, fundraising or solicitation.
Input Schema
{
"type": "object",
"properties": {
"ticker": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"description": "Stock ticker, e.g. 'NVDA'. Omit for all.",
"title": "Ticker"
},
"member": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"description": "Member of Congress name or part of it, e.g. 'Pelosi'.",
"title": "Member"
},
"days": {
"default": 365,
"description": "Look-back window by filing date (7–1100 days).",
"maximum": 1100,
"minimum": 7,
"title": "Days",
"type": "integer"
},
"trade_type": {
"default": "any",
"description": "Filter by type.",
"enum": [
"any",
"Purchase",
"Sale"
],
"title": "Trade Type",
"type": "string"
},
"chamber": {
"default": "any",
"description": "Filter by chamber.",
"enum": [
"any",
"House",
"Senate"
],
"title": "Chamber",
"type": "string"
},
"limit": {
"default": 25,
"description": "Max trades (1–100).",
"maximum": 100,
"minimum": 1,
"title": "Limit",
"type": "integer"
}
},
"title": "get_congress_tradesArguments"
}Output Schema
{
"type": "object",
"properties": {
"summary": {
"description": "Plain-language answer. Quote this, then cite sources.",
"title": "Summary",
"type": "string"
},
"data_as_of": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"description": "Latest SEC filing date included in the data (YYYY-MM-DD).",
"title": "Data As Of"
},
"results": {
"description": "Structured results (rows or an object).",
"title": "Results"
},
"sources": {
"description": "Links to official SEC filings / pages backing the answer.",
"items": {
"type": "string"
},
"title": "Sources",
"type": "array"
},
"notes": {
"description": "Caveats, data-quality notes, next steps.",
"items": {
"type": "string"
},
"title": "Notes",
"type": "array"
},
"disclaimer": {
"default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation.",
"title": "Disclaimer",
"type": "string"
}
},
"required": [
"summary",
"data_as_of",
"results",
"sources"
],
"title": "ToolResponse"
}🟢get_earnings_calendar(days_ahead, only_with_insider_buying, insider_lookback_days, tickers, limit)
Companies reporting earnings soon, with the date, time (before open / after close) and countdown, joined with recent insider activity. With only_with_insider_buying=true it answers 'which companies reporting soon have insiders been buying?' — insiders buying ahead of a report is a rare and closely watched signal. Also use for 'when does X report?' (pass tickers=['X'], only_with_insider_buying=false).
Input Schema
{
"type": "object",
"properties": {
"days_ahead": {
"default": 14,
"description": "Companies reporting within this many days (1–60).",
"maximum": 60,
"minimum": 1,
"title": "Days Ahead",
"type": "integer"
},
"only_with_insider_buying": {
"default": true,
"description": "True = only companies where insiders made open-market purchases in the look-back window (the 'edge' list).",
"title": "Only With Insider Buying",
"type": "boolean"
},
"insider_lookback_days": {
"default": 90,
"description": "Insider look-back window (7–365 days).",
"maximum": 365,
"minimum": 7,
"title": "Insider Lookback Days",
"type": "integer"
},
"tickers": {
"anyOf": [
{
"items": {
"type": "string"
},
"type": "array"
},
{
"type": "null"
}
],
"default": null,
"description": "Optional: only these tickers.",
"title": "Tickers"
},
"limit": {
"default": 25,
"maximum": 50,
"minimum": 1,
"title": "Limit",
"type": "integer"
}
},
"title": "get_earnings_calendarArguments"
}Output Schema
{
"type": "object",
"properties": {
"summary": {
"description": "Plain-language answer. Quote this, then cite sources.",
"title": "Summary",
"type": "string"
},
"data_as_of": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"description": "Latest SEC filing date included in the data (YYYY-MM-DD).",
"title": "Data As Of"
},
"results": {
"description": "Structured results (rows or an object).",
"title": "Results"
},
"sources": {
"description": "Links to official SEC filings / pages backing the answer.",
"items": {
"type": "string"
},
"title": "Sources",
"type": "array"
},
"notes": {
"description": "Caveats, data-quality notes, next steps.",
"items": {
"type": "string"
},
"title": "Notes",
"type": "array"
},
"disclaimer": {
"default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation.",
"title": "Disclaimer",
"type": "string"
}
},
"required": [
"summary",
"data_as_of",
"results",
"sources"
],
"title": "ToolResponse"
}🟢get_daily_brief
Ready-made daily briefing: market backdrop and next Fed meeting odds, insiders who bought ahead of upcoming earnings, the biggest insider purchases this week, CEO/CFO purchases, and cluster buying. Use for 'give me today's briefing', 'what's interesting today?', or as the start of a morning routine.
Input Schema
{
"type": "object",
"properties": {},
"title": "get_daily_briefArguments"
}Output Schema
{
"type": "object",
"properties": {
"summary": {
"description": "Plain-language answer. Quote this, then cite sources.",
"title": "Summary",
"type": "string"
},
"data_as_of": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"description": "Latest SEC filing date included in the data (YYYY-MM-DD).",
"title": "Data As Of"
},
"results": {
"description": "Structured results (rows or an object).",
"title": "Results"
},
"sources": {
"description": "Links to official SEC filings / pages backing the answer.",
"items": {
"type": "string"
},
"title": "Sources",
"type": "array"
},
"notes": {
"description": "Caveats, data-quality notes, next steps.",
"items": {
"type": "string"
},
"title": "Notes",
"type": "array"
},
"disclaimer": {
"default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation.",
"title": "Disclaimer",
"type": "string"
}
},
"required": [
"summary",
"data_as_of",
"results",
"sources"
],
"title": "ToolResponse"
}🟢manage_watchlist(action, tickers)
The user's CapitalSnitch watchlist (Edge plan, up to 25 tickers). Watchlist companies get INSTANT EMAIL ALERTS (insider buys, big insider sales, new stock offerings; ~30 minutes after the SEC filing) and lead the daily email briefing. Use for 'alert me when insiders buy NVDA', 'add PLTR and SOFI to my watchlist', 'what am I watching?', 'stop alerting me about TSLA'. Never counts toward the daily limit.
Input Schema
{
"type": "object",
"properties": {
"action": {
"default": "list",
"description": "list = show it; add/remove tickers; replace = set the whole list.",
"enum": [
"list",
"add",
"remove",
"replace"
],
"title": "Action",
"type": "string"
},
"tickers": {
"anyOf": [
{
"items": {
"type": "string"
},
"type": "array"
},
{
"type": "null"
}
],
"default": null,
"description": "Tickers for add/remove/replace, e.g. ['NVDA','PLTR'].",
"title": "Tickers"
}
},
"title": "manage_watchlistArguments"
}Output Schema
{
"type": "object",
"properties": {
"summary": {
"description": "Plain-language answer. Quote this, then cite sources.",
"title": "Summary",
"type": "string"
},
"data_as_of": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"description": "Latest SEC filing date included in the data (YYYY-MM-DD).",
"title": "Data As Of"
},
"results": {
"description": "Structured results (rows or an object).",
"title": "Results"
},
"sources": {
"description": "Links to official SEC filings / pages backing the answer.",
"items": {
"type": "string"
},
"title": "Sources",
"type": "array"
},
"notes": {
"description": "Caveats, data-quality notes, next steps.",
"items": {
"type": "string"
},
"title": "Notes",
"type": "array"
},
"disclaimer": {
"default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation.",
"title": "Disclaimer",
"type": "string"
}
},
"required": [
"summary",
"data_as_of",
"results",
"sources"
],
"title": "ToolResponse"
}🟡set_alert_preferences(instant_alerts, big_moves_alerts, daily_email)
Turn the user's CapitalSnitch email alerts on or off (Edge plan): instant watchlist alerts, market-wide 'big insider moves' alerts, and the daily briefing email. Omit a setting to leave it unchanged; call with no settings to see the current ones. Use for 'alert me about any big insider buys', 'stop the daily email', 'turn my alerts on'. Never counts toward the daily limit.
Input Schema
{
"type": "object",
"properties": {
"instant_alerts": {
"anyOf": [
{
"type": "boolean"
},
{
"type": "null"
}
],
"default": null,
"description": "Email alerts for watchlist companies.",
"title": "Instant Alerts"
},
"big_moves_alerts": {
"anyOf": [
{
"type": "boolean"
},
{
"type": "null"
}
],
"default": null,
"description": "Email alerts for major insider moves across the WHOLE market: CEO/CFO purchases of $1M+ and high-conviction cluster buying, even outside the watchlist.",
"title": "Big Moves Alerts"
},
"daily_email": {
"anyOf": [
{
"type": "boolean"
},
{
"type": "null"
}
],
"default": null,
"description": "The weekday morning briefing email.",
"title": "Daily Email"
}
},
"title": "set_alert_preferencesArguments"
}Output Schema
{
"type": "object",
"properties": {
"summary": {
"description": "Plain-language answer. Quote this, then cite sources.",
"title": "Summary",
"type": "string"
},
"data_as_of": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"description": "Latest SEC filing date included in the data (YYYY-MM-DD).",
"title": "Data As Of"
},
"results": {
"description": "Structured results (rows or an object).",
"title": "Results"
},
"sources": {
"description": "Links to official SEC filings / pages backing the answer.",
"items": {
"type": "string"
},
"title": "Sources",
"type": "array"
},
"notes": {
"description": "Caveats, data-quality notes, next steps.",
"items": {
"type": "string"
},
"title": "Notes",
"type": "array"
},
"disclaimer": {
"default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation.",
"title": "Disclaimer",
"type": "string"
}
},
"required": [
"summary",
"data_as_of",
"results",
"sources"
],
"title": "ToolResponse"
}🟢get_my_alerts(limit)
The alert and daily-briefing emails CapitalSnitch sent the user recently, newest first (Edge plan). Use for 'what alerts did I get today?', 'did anything trigger on my watchlist?'. Never counts toward the daily limit.
Input Schema
{
"type": "object",
"properties": {
"limit": {
"default": 15,
"description": "How many (1–50).",
"maximum": 50,
"minimum": 1,
"title": "Limit",
"type": "integer"
}
},
"title": "get_my_alertsArguments"
}Output Schema
{
"type": "object",
"properties": {
"summary": {
"description": "Plain-language answer. Quote this, then cite sources.",
"title": "Summary",
"type": "string"
},
"data_as_of": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"description": "Latest SEC filing date included in the data (YYYY-MM-DD).",
"title": "Data As Of"
},
"results": {
"description": "Structured results (rows or an object).",
"title": "Results"
},
"sources": {
"description": "Links to official SEC filings / pages backing the answer.",
"items": {
"type": "string"
},
"title": "Sources",
"type": "array"
},
"notes": {
"description": "Caveats, data-quality notes, next steps.",
"items": {
"type": "string"
},
"title": "Notes",
"type": "array"
},
"disclaimer": {
"default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation.",
"title": "Disclaimer",
"type": "string"
}
},
"required": [
"summary",
"data_as_of",
"results",
"sources"
],
"title": "ToolResponse"
}🟢about_capitalsnitch
Facts about CapitalSnitch itself: what it is (a live commercial service, not a demo), every plan with price, daily limit and features, which data each plan includes, payment methods, how to sign up (right here in the chat or on the website), which AI apps can connect and how, and the support email. Use for 'what is CapitalSnitch?', 'how much does it cost?', 'what plans are there?', 'how do I contact them?', 'can ChatGPT/Grok connect?'. Free, needs no account and never counts toward the daily limit.
Input Schema
{
"type": "object",
"properties": {},
"title": "about_capitalsnitchArguments"
}Output Schema
{
"type": "object",
"properties": {
"summary": {
"description": "Plain-language answer. Quote this, then cite sources.",
"title": "Summary",
"type": "string"
},
"data_as_of": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"description": "Latest SEC filing date included in the data (YYYY-MM-DD).",
"title": "Data As Of"
},
"results": {
"description": "Structured results (rows or an object).",
"title": "Results"
},
"sources": {
"description": "Links to official SEC filings / pages backing the answer.",
"items": {
"type": "string"
},
"title": "Sources",
"type": "array"
},
"notes": {
"description": "Caveats, data-quality notes, next steps.",
"items": {
"type": "string"
},
"title": "Notes",
"type": "array"
},
"disclaimer": {
"default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation.",
"title": "Disclaimer",
"type": "string"
}
},
"required": [
"summary",
"data_as_of",
"results",
"sources"
],
"title": "ToolResponse"
}🟢get_my_account
The user's own CapitalSnitch account: plan (Free / Scout / Analyst / Edge), whether it is active, renewing, cancelled or expired, the date it renews or ends and days left, payment method type, questions used today vs the daily limit, which features are included and which need an upgrade. Free to call (does not count toward the daily limit). Use when the user asks 'what plan am I on?', 'when does my subscription renew?', 'is my plan active?', 'how many questions do I have left?'. The user is recognized by their personal connection address — no email or password is needed.
Input Schema
{
"type": "object",
"properties": {},
"title": "get_my_accountArguments"
}Output Schema
{
"type": "object",
"properties": {
"summary": {
"description": "Plain-language answer. Quote this, then cite sources.",
"title": "Summary",
"type": "string"
},
"data_as_of": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"description": "Latest SEC filing date included in the data (YYYY-MM-DD).",
"title": "Data As Of"
},
"results": {
"description": "Structured results (rows or an object).",
"title": "Results"
},
"sources": {
"description": "Links to official SEC filings / pages backing the answer.",
"items": {
"type": "string"
},
"title": "Sources",
"type": "array"
},
"notes": {
"description": "Caveats, data-quality notes, next steps.",
"items": {
"type": "string"
},
"title": "Notes",
"type": "array"
},
"disclaimer": {
"default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation.",
"title": "Disclaimer",
"type": "string"
}
},
"required": [
"summary",
"data_as_of",
"results",
"sources"
],
"title": "ToolResponse"
}🟡get_account_link(action, plan)
Create a private, single-use link that signs the user straight into the right CapitalSnitch page — checkout (card or crypto) to upgrade or renew, or their account page to cancel, change email settings or make a new connection address. Valid 15 minutes, works once. Give it to the user to click; no password or email code needed. Free to call.
Input Schema
{
"type": "object",
"properties": {
"action": {
"default": "manage",
"description": "upgrade/renew = checkout page; manage = account page (cancel, watchlist, email settings); new_connection_address = account page to replace a leaked address; briefing = today's briefing page.",
"enum": [
"upgrade",
"renew",
"manage",
"new_connection_address",
"briefing"
],
"title": "Action",
"type": "string"
},
"plan": {
"anyOf": [
{
"enum": [
"scout",
"analyst",
"edge"
],
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"description": "Plan to pre-select for upgrade/renew.",
"title": "Plan"
}
},
"title": "get_account_linkArguments"
}Output Schema
{
"type": "object",
"properties": {
"summary": {
"description": "Plain-language answer. Quote this, then cite sources.",
"title": "Summary",
"type": "string"
},
"data_as_of": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"description": "Latest SEC filing date included in the data (YYYY-MM-DD).",
"title": "Data As Of"
},
"results": {
"description": "Structured results (rows or an object).",
"title": "Results"
},
"sources": {
"description": "Links to official SEC filings / pages backing the answer.",
"items": {
"type": "string"
},
"title": "Sources",
"type": "array"
},
"notes": {
"description": "Caveats, data-quality notes, next steps.",
"items": {
"type": "string"
},
"title": "Notes",
"type": "array"
},
"disclaimer": {
"default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation.",
"title": "Disclaimer",
"type": "string"
}
},
"required": [
"summary",
"data_as_of",
"results",
"sources"
],
"title": "ToolResponse"
}🟡start_signup(email, plan, billing, payment_method, crypto_asset, ...)
Create a CapitalSnitch account — or sign back in and get a new connection address — entirely from the chat, no website needed. Step 1 of 2: emails the user a 6-digit code. Then ask the user for the code and call confirm_signup(email, code). Before calling, ask the user which plan they want (Free, Scout $29, Analyst $39, Edge $49 per month; yearly = 2 months free, one-time, never auto-renews) and, for a paid plan, card or crypto. The user must agree to the key terms first: call once without user_accepted_terms to get them, show them, and only after an explicit 'yes' set user_accepted_terms=true. Free to call.
Input Schema
{
"type": "object",
"properties": {
"email": {
"description": "The user's email address. A 6-digit code is sent there.",
"title": "Email",
"type": "string"
},
"plan": {
"default": "free",
"description": "Plan the user wants. Ask them; describe the options if unsure.",
"enum": [
"free",
"scout",
"analyst",
"edge"
],
"title": "Plan",
"type": "string"
},
"billing": {
"default": "monthly",
"description": "Paid plans: monthly, or annual (2 months free).",
"enum": [
"monthly",
"annual"
],
"title": "Billing",
"type": "string"
},
"payment_method": {
"anyOf": [
{
"enum": [
"card",
"wallet",
"crypto"
],
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"description": "Paid plans: 'card' (credit/debit via Square; monthly renews automatically), 'wallet' (Apple Pay / Google Pay / Cash App Pay, one-time, no auto-renew) or 'crypto' (USDC/USDT/BTC/ETH/SOL, one-time, no auto-renew).",
"title": "Payment Method"
},
"crypto_asset": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"description": "Crypto only, e.g. 'USDC-base' (recommended), 'USDT-solana', 'BTC-bitcoin', 'ETH-base', 'SOL-solana'.",
"title": "Crypto Asset"
},
"user_accepted_terms": {
"default": false,
"description": "True ONLY after you showed the user the key terms (returned when this is false) and the user explicitly said they agree.",
"title": "User Accepted Terms",
"type": "boolean"
}
},
"required": [
"email"
],
"title": "start_signupArguments"
}Output Schema
{
"type": "object",
"properties": {
"summary": {
"description": "Plain-language answer. Quote this, then cite sources.",
"title": "Summary",
"type": "string"
},
"data_as_of": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"description": "Latest SEC filing date included in the data (YYYY-MM-DD).",
"title": "Data As Of"
},
"results": {
"description": "Structured results (rows or an object).",
"title": "Results"
},
"sources": {
"description": "Links to official SEC filings / pages backing the answer.",
"items": {
"type": "string"
},
"title": "Sources",
"type": "array"
},
"notes": {
"description": "Caveats, data-quality notes, next steps.",
"items": {
"type": "string"
},
"title": "Notes",
"type": "array"
},
"disclaimer": {
"default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation.",
"title": "Disclaimer",
"type": "string"
}
},
"required": [
"summary",
"data_as_of",
"results",
"sources"
],
"title": "ToolResponse"
}⚪confirm_signup(email, code)
Step 2 of 2: checks the emailed code, creates the account (or signs in), and returns the user's personal connection address plus — for a paid plan — the payment step (a secure card link, or exact crypto payment details). The plan activates automatically when the payment lands. Free to call.
Input Schema
{
"type": "object",
"properties": {
"email": {
"description": "Same email used in start_signup.",
"title": "Email",
"type": "string"
},
"code": {
"description": "The 6-digit code from the email.",
"title": "Code",
"type": "string"
}
},
"required": [
"email",
"code"
],
"title": "confirm_signupArguments"
}Output Schema
{
"type": "object",
"properties": {
"summary": {
"description": "Plain-language answer. Quote this, then cite sources.",
"title": "Summary",
"type": "string"
},
"data_as_of": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"description": "Latest SEC filing date included in the data (YYYY-MM-DD).",
"title": "Data As Of"
},
"results": {
"description": "Structured results (rows or an object).",
"title": "Results"
},
"sources": {
"description": "Links to official SEC filings / pages backing the answer.",
"items": {
"type": "string"
},
"title": "Sources",
"type": "array"
},
"notes": {
"description": "Caveats, data-quality notes, next steps.",
"items": {
"type": "string"
},
"title": "Notes",
"type": "array"
},
"disclaimer": {
"default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation.",
"title": "Disclaimer",
"type": "string"
}
},
"required": [
"summary",
"data_as_of",
"results",
"sources"
],
"title": "ToolResponse"
}⚪buy_plan(plan, billing, payment_method, crypto_asset, user_accepted_terms)
Upgrade, renew or switch the signed-in user's plan without the website. Card: returns a secure Square payment link (or, for an active card subscriber, switches the plan right away). Crypto: returns the exact amount, coin, network and address to send. The plan activates automatically when paid. Free to call. Requires the user's personal connection address; on the public preview use start_signup instead.
Input Schema
{
"type": "object",
"properties": {
"plan": {
"description": "Plan to buy.",
"enum": [
"scout",
"analyst",
"edge"
],
"title": "Plan",
"type": "string"
},
"billing": {
"default": "monthly",
"description": "monthly, or annual (2 months free).",
"enum": [
"monthly",
"annual"
],
"title": "Billing",
"type": "string"
},
"payment_method": {
"default": "card",
"description": "'card' (monthly renews automatically), 'wallet' (Apple Pay / Google Pay / Cash App, one-time) or 'crypto' (one-time).",
"enum": [
"card",
"wallet",
"crypto"
],
"title": "Payment Method",
"type": "string"
},
"crypto_asset": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"description": "Crypto only, e.g. 'USDC-base' (recommended).",
"title": "Crypto Asset"
},
"user_accepted_terms": {
"default": false,
"description": "True ONLY after showing the user the key terms and getting an explicit yes for this purchase.",
"title": "User Accepted Terms",
"type": "boolean"
}
},
"required": [
"plan"
],
"title": "buy_planArguments"
}Output Schema
{
"type": "object",
"properties": {
"summary": {
"description": "Plain-language answer. Quote this, then cite sources.",
"title": "Summary",
"type": "string"
},
"data_as_of": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"description": "Latest SEC filing date included in the data (YYYY-MM-DD).",
"title": "Data As Of"
},
"results": {
"description": "Structured results (rows or an object).",
"title": "Results"
},
"sources": {
"description": "Links to official SEC filings / pages backing the answer.",
"items": {
"type": "string"
},
"title": "Sources",
"type": "array"
},
"notes": {
"description": "Caveats, data-quality notes, next steps.",
"items": {
"type": "string"
},
"title": "Notes",
"type": "array"
},
"disclaimer": {
"default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation.",
"title": "Disclaimer",
"type": "string"
}
},
"required": [
"summary",
"data_as_of",
"results",
"sources"
],
"title": "ToolResponse"
}🟢check_payment(order_id)
Has the payment arrived and is the plan active? For crypto, pass order_id: shows waiting / seen on the network / confirmed. For card, omit it: shows the account's current plan. Free to call.
Input Schema
{
"type": "object",
"properties": {
"order_id": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"description": "Crypto order_id from buy_plan/confirm_signup. Omit for card payments.",
"title": "Order Id"
}
},
"title": "check_paymentArguments"
}Output Schema
{
"type": "object",
"properties": {
"summary": {
"description": "Plain-language answer. Quote this, then cite sources.",
"title": "Summary",
"type": "string"
},
"data_as_of": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"description": "Latest SEC filing date included in the data (YYYY-MM-DD).",
"title": "Data As Of"
},
"results": {
"description": "Structured results (rows or an object).",
"title": "Results"
},
"sources": {
"description": "Links to official SEC filings / pages backing the answer.",
"items": {
"type": "string"
},
"title": "Sources",
"type": "array"
},
"notes": {
"description": "Caveats, data-quality notes, next steps.",
"items": {
"type": "string"
},
"title": "Notes",
"type": "array"
},
"disclaimer": {
"default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation.",
"title": "Disclaimer",
"type": "string"
}
},
"required": [
"summary",
"data_as_of",
"results",
"sources"
],
"title": "ToolResponse"
}Community
Evidence