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MCP Server

Margin of Insight — Equity Research

com.marginofinsight/research
Finance & Investing Public & reachable MCP 2025-11-25

What this MCP does

Provides equity research on US-listed companies, including company primers, fundamental analyses, investment memos, coverage search, and coverage requests.

Capabilities

Tools

6 tools
get_company_primer
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', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': 'Stock ticker symbol (e.g. AAPL, MSFT, NVDA)'}}}
get_fundamental_analysis
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 $1.00. Pay with a Stripe Shared Payment Token: send `Authorization: Bearer spt_…` on the HTTP transport. See https://docs.stripe.com/agentic-commerce/concepts/shared-payment-tokens.
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': 'Stock ticker symbol'}}}
get_investment_memo
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 $2.00. Pay with a Stripe Shared Payment Token: send `Authorization: Bearer spt_…` on the HTTP transport. See https://docs.stripe.com/agentic-commerce/concepts/shared-payment-tokens.
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': 'Stock ticker symbol'}}}
list_coverage
List all covered tickers with company name, sector, exchange, and last updated date. Free.
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
request_coverage
Request research coverage for a US-listed company not yet in the coverage universe. Coverage is typically added within 24-48 hours. Free.
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'email': {'type': 'string', 'description': 'Optional email address to notify when coverage is ready'}, 'ticker': {'type': 'string', 'description': 'Stock ticker symbol to request coverage for'}}}
search_research
Search covered companies by ticker or company name. Returns matching companies with ticker, name, sector, and exchange. Free.
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['query'], 'properties': {'query': {'type': 'string', 'description': 'Ticker symbol or company name to search for'}}}
History

Recent tool changes

Added
request_coverage
Sept. 17, 2026, 12:36 p.m.
Added
search_research
Sept. 17, 2026, 12:36 p.m.
Added
list_coverage
Sept. 17, 2026, 12:36 p.m.
Added
get_investment_memo
Sept. 17, 2026, 12:36 p.m.
Added
get_fundamental_analysis
Sept. 17, 2026, 12:36 p.m.
Added
get_company_primer
Sept. 17, 2026, 12:36 p.m.
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