EquiReason

com.equireasonPublished by equireason.comOfficial publisherv1.0.0Updated Nov 3, 2026

US stock research: filed records, filing events, insider trades, 13F; plan research when signed in.

VerifiedStreamable HTTPWeb executableFinance

Overview

EquiReason's hosted MCP server (api.equireason.com), published by equireason.com; no sign-in required; Streamable HTTP; 8 tools.

No AI overview yet: these facts come from the registry entry and the server itself.

Publisher
equireason.com
Endpoint
api.equireason.com
Last checked

Installation

In SourceWeft

  1. Open EquiReason in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/com.equireason%2Fequireason/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config.

{
  "mcpServers": {
    "equireason": {
      "type": "http",
      "url": "https://api.equireason.com/mcp"
    }
  }
}

Tools

8

search_companies

Search companies

Find US-listed companies covered by EquiReason by ticker or name. Returns ticker, name, sector and the company page.

Parameterslimitqueryrequired

get_company

Get a company's filed record

A company's filed record: annual income, balance-sheet and cash-flow lines from SEC XBRL, revenue mix by reported segment, the latest filings with plain-language summaries and links, Form 4 insider trades (planned vs unplanned), 13F holder counts by quarter, risk-factor changes and earnings-call dates. Signed in, it adds the research the user's plan includes: the verdict and its reasons, what would change it, valuation, prices and analyst estimates.

Parameterstickerrequired

list_filing_events

List this week's filing events

Companies with a given event in the last 7 days (or an earlier ISO week): guidance raised or cut, unplanned insider buying, executive changes, acquisitions, buybacks, layoffs. Each row quotes the filing or call.

Parameterskindrequiredweek

list_funds

List tracked funds

The institutional investors EquiReason tracks, with their latest 13F period, position count and reported value.

Takes no parameters.

get_fund_holdings

Get a fund's 13F holdings

A tracked fund's latest 13F: positions with shares and reported value, what changed against the prior quarter, and positions it exited.

Parametersfundrequired

get_trend

Get a market trend

One trend: the industries it supports, its knock-on effects with their expected lag, the evidence count by source type, and the conditions that would end it.

Parameterstrend_idrequired

get_opportunities

Rank opportunities

Companies ranked by EquiReason's verdict, with band, score, the matched trend and the evidence count — optionally for one trend. Requires signing in; depth follows the plan.

Parameterslimittrend

Version history

1
  1. v1.0.0LatestNov 3, 2026

Score

83% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listedRequired15 pts
  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts

    Declare a GitHub repository with a README, or serve resource_documentation in the OAuth protected-resource metadata.

  • LicenseNot applicable

    A hosted service is used under its provider's terms, so no license is expected here. This check is left out of the percentage.