// MCP TOOL REFERENCE

FINTEL DISCOVERY — FINANCIAL INTELLIGENCE FOR AI AGENTS TOOLS

32 tools from the Fintel Discovery — Financial Intelligence for AI Agents MCP Server, categorised by risk level.

View the Fintel Discovery — Financial Intelligence for AI Agents policy → Token cost: 38,965 tokens →

// ALL 32 FINTEL DISCOVERY — FINANCIAL INTELLIGENCE FOR AI AGENTS TOOLS

READ 32 tools

Read Get13FHoldings Fetch and parse the complete equity holdings table from a specific SEC 13F-HR filing. Any ... Read GetAdvisorBenchmarks Return Kitces Research advisor practice benchmark data for independent and RIA-affiliated ... Read GetAnalystRatings Fetch analyst buy/sell/hold consensus ratings, current price targets (low, high, mean, med... Read GetBrokerCheckDetail Retrieve the full FINRA BrokerCheck profile for one individual using their CRD number. Ret... Read GetDividendsAndSplits Fetch the full history of cash dividends, stock splits, and combined corporate actions for... Read GetEarningsHistory Fetch earnings history (EPS actual vs estimate, surprise %) and upcoming earnings dates wi... Read GetEdgarCompanyFilings Retrieve all SEC filings for a company or institution using its CIK (Central Index Key). R... Read GetFinancials Fetch income statement, cash flow statement, or balance sheet for a stock. Returns up to 4... Read GetFredSeriesData Fetch time-series observation data from FRED for a specific economic series. Returns date ... Read GetFundFees Retrieve expense ratios and fee breakdown for a mutual fund or ETF using its SEC CIK. Read... Read GetFundProfile Fetch ETF or mutual fund specific data: top holdings with weight %, sector allocations, ex... Read GetHolders Fetch ownership data for a stock: top institutional holders, mutual fund holders, and rece... Read GetIAPDFirmDetail Retrieve the full Form ADV filing detail for one RIA firm by its CRD number. Returns all F... Read GetIAPDIndividualDetail Retrieve the full SEC IAPD profile for one individual investment advisor representative us... Read GetLEIDetail Retrieve the full GLEIF LEI record for one legal entity using its 20-character LEI code. R... Read GetMultiTickerHistory Fetch OHLCV price history for multiple tickers in a single call. Returns a flattened table... Read GetOptionsChain Fetch the full options chain (calls and puts) for one expiry date. Returns strike price, b... Read GetOptionsExpirations List all available options expiry dates for a ticker. Use this before calling GetOptionsCh... Read GetPriceHistory Fetch OHLCV (Open, High, Low, Close, Volume) price history for one ticker. Returns daily, ... Read GetTerritoryWealthProfile Retrieve US Census American Community Survey (ACS) income and wealth proxy data for a ZIP ... Read GetTickerInfo Fetch the full Yahoo Finance profile for a stock, ETF, mutual fund, crypto, or index. Retu... Read LookupTicker Search for a Yahoo Finance ticker symbol by company name, fund name, or keyword. Returns m... Read MapInstrumentIds Map financial instrument identifiers between different ID systems using Bloomberg's OpenFI... Read SearchBrokerCheck Search FINRA BrokerCheck for registered individual brokers and financial representatives b... Read SearchBrokerCheckFirm Search FINRA BrokerCheck for broker-dealer firms by name. Returns firm CRD, registration s... Read SearchEdgar13F Search SEC EDGAR for 13F-HR institutional holdings filings by institution name. Returns fi... Read SearchFigiInstruments Search Bloomberg OpenFIGI for financial instruments by name or keyword. Returns FIGI, tick... Read SearchFredSeries Search the Federal Reserve Bank of St. Louis FRED database for economic data series by key... Read SearchFundsByCategory Search SEC EDGAR for mutual fund and ETF filers by investment category or keyword. Queries... Read SearchIAPDFirm Search the SEC Investment Adviser Public Disclosure (IAPD) database for registered investm... Read SearchIAPDIndividual Search SEC IAPD (Investment Adviser Public Disclosure) for individual investment advisor r... Read SearchLEI Search the Global Legal Entity Identifier Foundation (GLEIF) database for Legal Entity Ide...

// FAQ

How many tools does the Fintel Discovery — Financial Intelligence for AI Agents MCP server have? +

The Fintel Discovery — Financial Intelligence for AI Agents MCP server exposes 32 tools across 1 categories: Read.

How do I enforce policies on Fintel Discovery — Financial Intelligence for AI Agents tools? +

Route the Fintel Discovery — Financial Intelligence for AI Agents server through the PolicyLayer gateway. Define allow, deny, or approval rules per tool in the dashboard — they are enforced on every call before it reaches the server.

What risk categories do Fintel Discovery — Financial Intelligence for AI Agents tools fall into? +

Fintel Discovery — Financial Intelligence for AI Agents tools are categorised as Read (32). Each category has a recommended default policy.

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