此 MCP 可以做什么
Provides source-linked SEC 13F research on funds and stocks, including holdings, position changes, quality checks, watchlists, signals, and audit history.
功能
工具
13
工具
discover_watchlist
Discover watchlist candidates
Rank trusted 13F watchlist candidates with explicit filters. Scores are ordinal research screens, not forecasts.
只读
可访问外部资源
幂等
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'limit': {'type': 'integer', 'default': 10, 'maximum': 25, 'minimum': 1}, 'moves': {'type': 'array', 'items': {'enum': ['NEW', 'ADD', 'TRIM', 'EXIT'], 'type': 'string'}, 'maxItems': 4}, 'actions': {'type': 'array', 'items': {'enum': ['alert', 'watch', 'monitor', 'blocked'], 'type': 'string'}, 'maxItems': 4}, 'min_score': {'type': 'number', 'maximum': 100, 'minimum': 0}, 'min_buyers': {'type': 'integer', 'maximum': 100, 'minimum': 1}, 'min_holders': {'type': 'integer', 'maximum': 100, 'minimum': 1}, 'movement_limit': {'type': 'integer', 'default': 3, 'maximum': 10, 'minimum': 0}, 'exclude_mega_cap': {'type': 'boolean', 'default': False}, 'max_13f_value_usd': {'type': 'number', 'minimum': 0}, 'include_quality_details': {'type': 'boolean', 'default': False}}, 'additionalProperties': False}
输出模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}, 'additionalProperties': {}}
get_agent_stats
Get agent statistics
Return aggregate 7/30-day MCP usage, fixed client families, tool mix and reliability. Initializations are not unique users; no IP, user-agent, version, arguments, prompts or responses are stored.
只读
可访问外部资源
幂等
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
输出模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}, 'additionalProperties': {}}
get_confluence_methodology
Get Confluence methodology
Return the frozen Confluence v1 methodology contract, including proof boundary and validation requirements.
只读
可访问外部资源
幂等
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
输出模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}, 'additionalProperties': {}}
get_confluence_signals
Get Confluence signals
Return public cached Confluence v1 signals. Scores are ordinal heuristic ranks, not probabilities.
只读
可访问外部资源
幂等
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'limit': {'type': 'integer', 'default': 25, 'maximum': 100, 'minimum': 1, 'description': 'Maximum signals returned by the public API when supported.'}, 'window': {'type': 'integer', 'default': 90, 'maximum': 365, 'minimum': 7, 'description': 'Confluence window in days.'}}, 'additionalProperties': False}
输出模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}, 'additionalProperties': {}}
get_data_quality
Get data quality
Return public read-only data-quality warnings. These are review signals, never automatic corrections.
只读
可访问外部资源
幂等
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'limit': {'type': 'integer', 'default': 50, 'maximum': 200, 'minimum': 1}, 'threshold': {'type': 'number', 'default': 100, 'maximum': 10000, 'minimum': 2}}, 'additionalProperties': False}
输出模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}, 'additionalProperties': {}}
get_fund
Get fund evidence
Get a bounded public fund portfolio by SEC CIK, including filing metadata, positions, moves and history counts.
只读
可访问外部资源
幂等
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['cik'], 'properties': {'cik': {'type': 'string', 'maxLength': 10, 'minLength': 1, 'description': 'SEC CIK, with or without leading zeroes.'}, 'move_limit': {'type': 'integer', 'default': 25, 'maximum': 100, 'minimum': 1}, 'history_limit': {'type': 'integer', 'default': 8, 'maximum': 20, 'minimum': 1}, 'position_limit': {'type': 'integer', 'default': 25, 'maximum': 100, 'minimum': 1}}, 'additionalProperties': False}
输出模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}, 'additionalProperties': {}}
get_live_status
Get live status
Return verifiable public state: LIVE/DEMO/DEGRADED, commit, generated_at, data_as_of, 13F period and coverage.
只读
可访问外部资源
幂等
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
输出模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'source': {'type': 'string'}, 'git_sha': {'type': 'string'}, 'public_state': {'type': 'string'}}, 'additionalProperties': {}}
get_product_status
Get product status
Return go-to-market readiness, sellable boundaries, validation status and blocked full-quant artifact.
只读
可访问外部资源
幂等
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
输出模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}, 'additionalProperties': {}}
get_research_readiness
Get research readiness
Return the current research, validation, data-quality and operator-review boundary without commercial claims.
只读
可访问外部资源
幂等
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
输出模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}, 'additionalProperties': {}}
get_signal_history
Get signal history
Read append-only Confluence signal revisions for audit and replay.
只读
可访问外部资源
幂等
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'limit': {'type': 'integer', 'default': 50, 'maximum': 250, 'minimum': 1}, 'ticker': {'type': 'string', 'maxLength': 12, 'minLength': 1}, 'window': {'type': 'integer', 'maximum': 365, 'minimum': 7}}, 'additionalProperties': False}
输出模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}, 'additionalProperties': {}}
get_stock
Get ticker flow evidence
Get bounded current 13F holders, quarter moves, quality warnings and ordinal research score for one ticker.
只读
可访问外部资源
幂等
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'maxLength': 12, 'minLength': 1, 'description': 'US ticker symbol.'}, 'holder_limit': {'type': 'integer', 'default': 10, 'maximum': 50, 'minimum': 1}, 'movement_limit': {'type': 'integer', 'default': 10, 'maximum': 50, 'minimum': 1}, 'include_quality_details': {'type': 'boolean', 'default': False}}, 'additionalProperties': False}
输出模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}, 'additionalProperties': {}}
list_funds
List tracked funds
Search and page through compact tracked 13F manager summaries. Use get_fund for positions and moves.
只读
可访问外部资源
幂等
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'limit': {'type': 'integer', 'default': 25, 'maximum': 50, 'minimum': 1}, 'query': {'type': 'string', 'default': '', 'maxLength': 100, 'description': 'Optional label, manager or CIK substring.'}, 'offset': {'type': 'integer', 'default': 0, 'maximum': 1000, 'minimum': 0}}, 'additionalProperties': False}
输出模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['funds', 'returned', 'total'], 'properties': {'funds': {'type': 'array'}, 'total': {'type': 'number'}, 'returned': {'type': 'number'}}, 'additionalProperties': {}}
preview_watchlist
Preview a ticker watchlist
Evaluate 1 to 25 tickers against trusted 13F flow, quality gates and explainable watch/monitor/block triggers.
只读
可访问外部资源
幂等
输入模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['tickers'], 'properties': {'tickers': {'type': 'array', 'items': {'type': 'string', 'maxLength': 12, 'minLength': 1}, 'maxItems': 25, 'minItems': 1}, 'movement_limit': {'type': 'integer', 'default': 3, 'maximum': 10, 'minimum': 0}, 'include_quality_details': {'type': 'boolean', 'default': False}}, 'additionalProperties': False}
输出模式
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}, 'additionalProperties': {}}
历史
近期工具变更
已添加
get_data_quality
2026年9月17日 12:40
已添加
get_confluence_methodology
2026年9月17日 12:40
已添加
get_signal_history
2026年9月17日 12:40
已添加
get_confluence_signals
2026年9月17日 12:40
已添加
discover_watchlist
2026年9月17日 12:40
已添加
preview_watchlist
2026年9月17日 12:40
已添加
get_stock
2026年9月17日 12:40
已添加
get_fund
2026年9月17日 12:40
已添加
list_funds
2026年9月17日 12:40
已添加
get_agent_stats
2026年9月17日 12:40
已添加
get_research_readiness
2026年9月17日 12:40
已添加
get_product_status
2026年9月17日 12:40
已添加
get_live_status
2026年9月17日 12:40
发现
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