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Finbolt

com.getfinbolt/finboltVersion 0.1.0

SEC-filed company financials with filing citations, plus market data, for AI agents

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Last checked
Nov 14, 2026, 13:58 UTC
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430 ms
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Nov 14, 2026, 22:14 UTC

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Connect

Streamable HTTP
https://api.getfinbolt.com/mcpResponds430 ms
No sign-in

Claude Code

claude mcp add --transport http finbolt https://api.getfinbolt.com/mcp --header 'Authorization: Bearer <YOUR_TOKEN>'

Replace <YOUR_TOKEN> before running.

Claude Desktop and claude.ai

Settings > Connectors > Add custom connector
Name: finbolt
Remote MCP server URL: https://api.getfinbolt.com/mcp
This server expects the header Authorization.

Cursor

{
  "mcpServers": {
    "finbolt": {
      "url": "https://api.getfinbolt.com/mcp",
      "headers": {
        "Authorization": "Bearer <YOUR_TOKEN>"
      }
    }
  }
}

Replace <YOUR_TOKEN> before running.

VS Code

code --add-mcp '{"name":"finbolt","type":"http","url":"https://api.getfinbolt.com/mcp","headers":{"Authorization":"Bearer <YOUR_TOKEN>"}}'

Replace <YOUR_TOKEN> before running.

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Tools

31 tools

Tools of Finbolt
Read-only
Idempotent
Open world
analyze_stock[Personal research only] One-call stock brief. `filed` holds fundamentals from SEC filings (TTM revenue and growth, gross and operating margin, net income, free cash flow, net debt; for banks net revenue, net interest income, efficiency ratio, PPNR, provisions, loans, deposits, ROE, ROTCE and tangible book; for broker-dealers efficiency ratio, pretax margin, compensation ratio and ROE; for insurers total revenues, premiums earned, net investment income, benefits and losses, a simple combined ratio for P&C insurers, ROE, and book value per share with and without AOCI), each filing cited by accession in sources.edgar (https://www.sec.gov/Archives/edgar/data/{cik}/{accession without dashes}/). A balance input the newest filing omits comes from the latest filing within 15 months, dated in inputs_as_of. `market` holds delayed price, 52-week range, 50/200-day averages and RSI(14); `derived` holds market cap, P/E (on filed diluted EPS LTM), P/B and P/TBV (insurers: P/B and P/B ex-AOCI), each with its inputs. A figure that couldn't be computed is in gaps with its reason; lines that don't apply to the company's layout are left out (layout_note). Up to 4 descriptive observations, including any quarter whose tax rate or non-operating income moves net income. News sentiment on Pro. Start here for "tell me about X". Personal research only: on every plan, this tool's output is for your own personal, non-commercial research. Do not use it in a commercial product, client deliverable or service.Not declaredNot declaredNot declaredNot declared
changes_sinceFor up to 40 companies, what each one filed with the SEC since a date in the last 400 days: annual and quarterly reports, amendments, earnings-release 8-Ks, non-reliance 8-Ks (the company says earlier statements should no longer be relied on), the new periods get_fact can now answer, and figures a filing in that window changed. 1 credit per company with a new filing in the period; a call where nothing changed is free.Not declaredNot declaredNot declaredNot declared
compare_stocks[Personal research only] Side-by-side comparison of 2-6 stocks as one table: TTM revenue and growth, pretax margin, net income growth and diluted EPS growth from SEC filings (each row's window ends on its ttm_to), net debt for standard layouts, delayed price, day change, distance from the 52-week high and trend, market cap, and P/E on filed diluted EPS LTM (FY + YTD - prior YTD). `order` lists each filed figure highest first, P/E lowest first. `comparability` says what revenue means per layout; cell_notes say what moves a figure. Filings are cited by accession in sources.edgar: open https://www.sec.gov/Archives/edgar/data/{cik}/{accession without dashes}/. Costs 5 credits for each ticker that returns an analysis: 10 for 2 tickers, 30 for 6. A ticker that is not covered or fails is free. Personal research only: on every plan, this tool's output is for your own personal, non-commercial research. Do not use it in a commercial product, client deliverable or service.Not declaredNot declaredNot declaredNot declared
earnings_releaseThe quarterly earnings release from the company's 8-K, as the company printed it: headline figures (GAAP, non-GAAP and operating measures) with period and scale, the company's guidance word for word, and beside each figure the SEC-tagged figure for the same quarter and for the quarter before. matches_tagged says whether the printed and tagged figures agree. Differences are shown, never reconciled, and nothing is merged into get_fact. A quarter just released has no tagged figure until its 10-Q or 10-K is filed. Set all_cells to true to get every figure in the release that matches one of our line items. 1 credit.Not declaredNot declaredNot declaredNot declared
fetch_balance_sheet[Personal research only] Fetch annual and quarterly balance sheet data including assets, liabilities, shareholders' equity, and other financial position metrics.Not declaredNot declaredNot declaredNot declared
fetch_bbands[Personal research only] Fetch Bollinger Bands technical indicator time series with upper band, lower band, and middle line (SMA).Not declaredNot declaredNot declaredNot declared
fetch_cash_flow[Personal research only] Fetch annual and quarterly cash flow statement data including operating, investing, and financing cash flows.Not declaredNot declaredNot declaredNot declared
fetch_company_overview[Personal research only] Fetch comprehensive company overview including business description, financial ratios, market capitalization, dividend information, and key financial metrics.Not declaredNot declaredNot declaredNot declared
fetch_earnings[Personal research only] Fetch annual and quarterly earnings data including EPS (earnings per share) estimates vs actual results, surprise percentages, and earnings growth trends.Not declaredNot declaredNot declaredNot declared
fetch_ema[Personal research only] Fetch Exponential Moving Average (EMA) technical indicator time series with greater weight on recent prices.Not declaredNot declaredNot declaredNot declared
fetch_exchange_rate[Personal research only] Fetch real-time currency exchange rates between two currencies with bid/ask prices and conversion rates.Not declaredNot declaredNot declaredNot declared
fetch_income_statement[Personal research only] Fetch annual and quarterly income statement data including revenue, expenses, net income, EPS, and other profit & loss metrics.Not declaredNot declaredNot declaredNot declared
fetch_macd[Personal research only] Fetch MACD (Moving Average Convergence Divergence) technical indicator time series with signal line and histogram.Not declaredNot declaredNot declaredNot declared
fetch_news_sentiment[Personal research only] Fetch news sentiment analysis data with sentiment scores, relevance scores, and article metadata.Not declaredNot declaredNot declaredNot declared
fetch_quote[Personal research only] Fetches the latest price and trading information for a stock ticker symbol.Not declaredNot declaredNot declaredNot declared
fetch_rsi[Personal research only] Fetch RSI (Relative Strength Index) momentum oscillator time series ranging from 0 to 100.Not declaredNot declaredNot declaredNot declared
fetch_sma[Personal research only] Fetch Simple Moving Average (SMA) technical indicator time series with customizable time periods.Not declaredNot declaredNot declaredNot declared
fetch_time_series_daily[Personal research only] Fetch daily stock data with OHLCV (Open, High, Low, Close, Volume) information for each trading day.Not declaredNot declaredNot declaredNot declared
fetch_time_series_monthly[Personal research only] Fetch monthly stock data with OHLCV (Open, High, Low, Close, Volume) aggregated by month.Not declaredNot declaredNot declaredNot declared
fetch_time_series_weekly[Personal research only] Fetch weekly stock data with OHLCV (Open, High, Low, Close, Volume) aggregated by week.Not declaredNot declaredNot declaredNot declared
financialsA financial statement from SEC filings, newest period first, every value traceable to its filing. Quarterly figures the company reported only year-to-date are derived (e.g. Q4 = FY - 9M) and marked; per-share values and share counts can't be derived that way and are null with reason not_derivable. A line the company tagged with its own element is null with reason custom_element. Common equity and the book values from it are null with reason pending when a preferred issue or redemption follows the last tagged liquidation preference. Every null carries a reason, in cell_notes or (when all of a row's nulls share it) on the row. Banks, insurers and broker-dealers get not_applicable, with a reason, for lines they don't present (capex, current assets, total debt for banks and brokers); banks get loans, allowance and deposits. Broker-dealers and asset managers get the bank layout under net_revenues, with compensation and the compensation ratio. Balance sheets include common equity, book value per share and net debt. A balance the period's own filing didn't present is null, with any later comparative value in a note. A derived or fallback line equal to another row in every column (total equity with no NCI) is named in same_as instead of shown, and a derived Q4 with the opposite sign to Q1-Q3 says so. Values are in units as filed. Values and earlier versions come only from financial statements (10-K, 10-Q, their amendments and transition reports, 20-F, 40-F).Not declaredNot declaredNot declaredNot declared
find_toolSearch all 113 data tools, including ones not in the default list.Not declaredNot declaredNot declaredNot declared
get_factOne reported figure from SEC filings, with its citation: filing accession number, form, filing date, XBRL tag, period and a link to the filing. Restated values are listed. A figure the company never reported comes back as missing, never estimated. Values are in units as filed (USD, shares, USD/shares). A value and its as_originally_reported version come only from financial statements (10-K, 10-Q, their amendments and transition reports, 20-F, 40-F), never a proxy or an 8-K.Not declaredNot declaredNot declaredNot declared
peer_table2 to 10 companies side by side from their SEC filings: revenue and its growth over the last four quarters, pretax margin, net income growth, diluted EPS growth and net debt (negative means net cash), with each column ranked. Pass a price and its date for any company to get its market cap and P/E. 1 credit per company with filed figures.Not declaredNot declaredNot declaredNot declared
resolveBefore you ask for a figure: which company a ticker or SEC CIK is and whether Finbolt covers it, what a period phrase such as "Q3 2025" or "the June 2025 quarter" means for that company's fiscal year (both readings when fiscal and calendar differ), and which line item a name such as "capex" maps to. Returns no figures. Free.Not declaredNot declaredNot declaredNot declared
restatement_historyFigures that a later SEC filing changed: the value as first filed, the latest value, the change in percent, and which one get_fact gives you. Most changes are recasts (a new accounting rule, a reclassification or a discontinued business shown again on the new basis), not corrections of errors. amended: true marks a change from an amended filing. Covers the main lines of the income statement, balance sheet and cash flow statement for up to 8 years, or any line you name. Not listed: rounding, stock-split rebasing, a sign flipped by tagging, a 1,000-times scale fix, and a full-year figure tagged with a quarter's value. 1 credit. The main lines checked are: revenue, total_revenues, total_net_revenue, cost_of_revenue, gross_profit, selling_general_admin, research_and_development, operating_income, interest_expense, net_interest_income, noninterest_income, noninterest_expense, provision_for_credit_losses, premiums_earned, benefits_and_losses, net_investment_income, pretax_income, income_tax, net_income, eps_basic, eps_diluted, diluted_shares_weighted, total_assets, total_liabilities, stockholders_equity, cash, long_term_debt, loans_net, deposits, operating_cash_flow, investing_cash_flow, financing_cash_flow, capital_expenditure, depreciation_amortization, dividends_paid, share_repurchases.Not declaredNot declaredNot declaredNot declared
run_toolRun any Finbolt data tool by name, including ones not in the default list.Not declaredNot declaredNot declaredNot declared
search_endpoint[Personal research only] Searches for stock symbols and company names based on keywords (e.g., 'Tesla', 'Microsoft Corp').Not declaredNot declaredNot declaredNot declared
snapshotA first look at one company from its SEC filings alone: revenue, margins, growth, EPS, cash flow and net debt (negative means net cash) over the last four quarters, with short observations built only from those figures, and the filings cited. Finbolt uses no market price: pass price and price_date to get market cap, P/E and price to book. 1 credit.Not declaredNot declaredNot declaredNot declared
verifyCheck the figures in a memo against SEC filings. Each claim gets one verdict: supported, supported_rounded, period_mismatch, contradicted, ambiguous, not_in_primary_sources or skipped. Returns record_id, counts by verdict, each contradicted claim (memo value vs filed value, period, accession, and the error when it is a unit or sign error) and how_to_read. Every call is written to your account's append-only Record; call verify_evidence with the record_id for each claim's full evidence.Not declaredNot declaredNot declaredNot declared
verify_evidenceFull evidence for the claims of one verify call on your account: each claim's span, parsed figure, verdict, reason, tolerance and the filings read, with tag, accession, link, period and source credit.Not declaredNot declaredNot declaredNot declared

Details

Registry status
Active
Published
Oct 26, 2026
Updated
Oct 26, 2026
Repository
Not given
Categories (suggested)
Finance and paymentsSuggested categories are assigned automatically from the registry text and may be wrong. Verified operators can correct them.
GDPR
Not declared

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