Margin of Insight — Equity Research

com.marginofinsightPublished by marginofinsight.comOfficial publisherv1.0.0Updated Oct 24, 2026

Equity research API for US-listed companies. Free primer, $1 fundamentals, $2 investment memo.

VerifiedStreamable HTTPWeb executableFinanceData & Analytics

Overview

AI-generated overview

Remote equity research server for US-listed companies, giving an assistant free company primers and paid fundamental analyses and investment memos.

What you can do
Look up coverage and search companies by ticker or name, with sector and exchange details, and request coverage for new tickers (free). Retrieve a free company primer with business overview, financial snapshot and recent catalysts. Get a paid fundamental analysis covering 12 research steps such as revenue breakdown, earnings, competitive positioning and risk. Get a paid full investment memo with 21 steps including DCF valuation, moat and management quality, scenario analysis and investment thesis.
When to use it
Useful when an assistant needs structured equity research on US-listed companies, from a quick free primer to a deeper paid analysis or a sell-side-style initiation memo.
Requirements
A remote streamable HTTP endpoint; no local package or runtime. Free tools need no payment. Paid tools require an Authorization header carrying a Stripe Shared Payment Token in Bearer format.
Before you install
Paid tools spend money: fundamental analysis costs $1.00 and the investment memo $2.00 per call. The Authorization header carries a payment token, so treat it as a secret. Research output is third-party analysis, not investment advice.

Installation

In SourceWeft

  1. Open Margin of Insight — Equity Research 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.marginofinsight%2Fresearch/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": {
    "margin-of-insight-equity-research": {
      "type": "http",
      "url": "https://app.marginofinsight.com/api/mcp"
    }
  }
}

Tools

6

get_company_primer

Get a free company primer for any US-listed company. Returns business overview, financial snapshot, and recent catalysts. No payment required.

Parameterstickerrequired

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.

Parameterstickerrequired

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.

Parameterstickerrequired

list_coverage

List all covered tickers with company name, sector, exchange, and last updated date. Free.

Takes no parameters.

search_research

Search covered companies by ticker or company name. Returns matching companies with ticker, name, sector, and exchange. Free.

Parametersqueryrequired

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.

Parametersemailtickerrequired

Version history

1
  1. v1.0.0LatestSep 16, 2026

Score

72% 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

    Publish an icon in the registry entry.

  • 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.