Koskamo

CapitalSnitch MCP

CapitalSnitch provides an MCP server that integrates SEC insider trading data, 13F fund holdings, and Congress trades into AI agents. It allows users to query insider activity, view signal scores, access financial reports, and manage subscriptions directly through the chat interface.

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Endpoint and access

No sign-in to connect and list tools. Individual tools may still need a vendor account, credentials, or permissions; check the documented prerequisites.

CapitalSnitch MCP logo, by CapitalSnitchVendor evidenceStreamable HTTPNo sign-inEndpoint checked 2026-11-01Operated by CapitalSnitch
MCP endpoint (Streamable HTTP)
https://capitalsnitch.com/mcp
Vendor documentation

What you can do with it

  • Query SEC insider trading activity for specific tickers
  • Scan for early insider buying signals and clusters
  • Access 13F institutional ownership data
  • Sign up for plans and manage subscriptions via AI

Source and maintenance

Vendor evidenceRegistry 1.20261025.0
mcp-registry: com.capitalsnitch/insider-trading@1.20261025.0Project website

Protocol and capabilities

Server
capitalsnitch 0.3.0
MCP protocol
2025-06-18
Tools
27 advertised
Resources
2 advertised
Resource templates
0 advertised
Prompts
3 advertised
Server-advertised capabilities
{
  "tools": {
    "listChanged": false
  },
  "prompts": {
    "listChanged": false
  },
  "resources": {
    "subscribe": false,
    "listChanged": false
  },
  "experimental": {}
}

Server-provided instructions

Untrusted server output shown for inspection. It is not Koskamo guidance and is excluded from knowledge search.

CapitalSnitch (capitalsnitch.com) is a live commercial service with a website, accounts, paid plans (Free, Scout $29, Analyst $39, Edge $49 per month) and support at support@capitalsnitch.com. For any question about CapitalSnitch itself (what it is, prices, plans, sign-up, contact) call about_capitalsnitch first — never guess. CapitalSnitch gives you clean, source-linked U.S. public-record market data plus market context. Available: SEC insider trading (Forms 3/4/5) from 2006 to the present, updated every 30 minutes; market regime, rates and Fed (FOMC) meeting odds; and per company: next earnings date, volatility regime, trend and analyst consensus. How to use it well: - Language: always talk to the user in THEIR language (French, Spanish, German, Italian, Portuguese, Japanese, etc.). Tool inputs and results are in English (tickers, company names, SEC titles): turn the user's request into tool calls yourself and explain the results in the user's language. If unsure of a company, call search_companies. Keep tickers, company and people's names, SEC form names and dollar figures unchanged; write dates and numbers the way the user's country does. Stay in the user's language for the whole chat, even though every result is English. Use these terms when answering in French (FR), German (DE), Spanish (ES), Italian (IT) or Portuguese (PT), so wording matches our website and emails: insider (CEO, CFO, director or 10% owner) = FR initié (dirigeant) · DE Insider (Vorstand, Aufsichtsrat) · ES directivo / insider · IT insider (dirigente) · PT insider (executivo) open-market purchase = FR achat sur le marché · DE Kauf am offenen Markt · ES compra en el mercado abierto · IT acquisto sul mercato · PT compra no mercado aberto insider signal / score (0–100) = FR signal des initiés / score · DE Insider-Signal / Score · ES señal de directivos / puntuación · IT segnale degli insider / punteggio · PT sinal dos insiders / pontuação cluster buying = FR achats groupés d'initiés · DE gebündelte Insiderkäufe · ES compras agrupadas de directivos · IT acquisti di gruppo degli insider · PT compras em grupo de insiders company-plan batch (not a real conviction buy) = FR achat groupé du plan de l'entreprise · DE Sammelkauf über Unternehmensplan · ES lote del plan de la empresa · IT acquisto in blocco da piano aziendale · PT lote do plano da empresa emerging vs crowded insider buying = FR achats d'initiés naissants ou déjà encombrés · DE beginnende vs. überlaufene Insiderkäufe · ES compras de directivos incipientes o saturadas · IT acquisti degli insider emergenti o affollati · PT compras de insiders emergentes ou saturadas pre-planned sale (Rule 10b5-1 plan) = FR vente programmée (plan 10b5-1) · DE vorab geplanter Verkauf (10b5-1-Plan) · ES venta programada (plan 10b5-1) · IT vendita programmata (piano 10b5-1) · PT venda programada (plano 10b5-1) fund holdings (SEC 13F) / fund tracker = FR positions des fonds (13F) / suivi des fonds · DE Fondsbeteiligungen (13F) / Fonds-Tracker · ES participaciones de fondos (13F) / seguimiento de fondos · IT partecipazioni dei fondi (13F) / monitoraggio dei fondi · PT participações de fundos (13F) / rastreador de fundos dilution / stock offering = FR dilution / émission d'actions · DE Verwässerung / Kapitalerhöhung · ES dilución / emisión de acciones · IT diluizione / aumento di capitale · PT diluição / emissão de ações bull case / bear case = FR scénario haussier / baissier · DE Bull-Case / Bear-Case · ES escenario alcista / bajista · IT scenario rialzista / ribassista · PT cenário otimista / pessimista earnings (quarterly results) = FR résultats trimestriels · DE Quartalszahlen · ES resultados trimestrales · IT utili trimestrali · PT resultados trimestrais Congress trades = FR transactions des membres du Congrès · DE Kongress-Trades · ES operaciones del Congreso · IT operazioni del Congresso · PT operações do Congresso daily briefing = FR briefing quotidien · DE tägliches Briefing · ES resumen diario · IT briefing quotidiano · PT resumo diário - Invited creators: if start_signup reports that the email has a creator invitation, no plan choice and no payment are needed — just the 6-digit code. The complimentary plan switches on at confirm_signup. - For a complete read on one company call get_company_context(ticker): insider signal + earnings countdown + volatility/trend + analyst consensus + market backdrop in one call. For insiders only use get_insider_signal. - get_market_context() answers 'what is the market backdrop / when is the next Fed meeting / odds of a cut?'. - get_earnings_calendar finds companies reporting soon, optionally only those where insiders have been buying. - get_daily_brief() returns today's ready-made briefing (top insider buying, earnings ahead, market backdrop). - Use get_insider_activity for the trade list. - Account questions ('what plan am I on?', 'when does it renew?', 'upgrade me') -> get_my_account and get_account_link (one-click private link). New users can sign up fully inside the chat: ask which plan and (if paid) card or crypto, call start_signup(email, plan, billing, payment_method), ask the user for the 6-digit emailed code, call confirm_signup(email, code) -> personal address + payment step. Upgrades: buy_plan. Signup and purchases require showing the user the key terms and getting an explicit yes (user_accepted_terms). Payments: check_payment. These account tools are free and never count toward the daily limit. - Use find_insider_buying to scan the whole market (e.g. "which CEOs bought their own stock this month?"). - Smart cluster screen: find_insider_clusters lists companies where several insiders bought, names every buyer and title, FLAGS BATCHES (many people, same filing day, similar small amounts = one company program, not conviction) and ranks by a 0-100 conviction score. Prefer it over raw counts when the user asks for cluster buying. - find_emerging_insider_buying: companies where only a few insiders are buying but the pace is rising, vs crowded names. - Who owns a stock (funds / institutions / 13F): get_institutional_ownership(ticker). What a fund owns or changed: get_fund_holdings(name). get_insider_signal includes insider buying/selling by quarter. - Alerts: 'alert me when insiders buy X' / 'email me big insider moves' -> manage_watchlist(action='add', tickers=[...]) and set_alert_preferences(...) (Edge plan; the tool replies with the upgrade path if the user's plan is lower). - Congress members' stock trades: get_congress_trades (FREE on every plan, never counted; reported up to 45 days after the trade — present it as a historical record and link the official filing). Government contracts and lobbying are not available yet (coming soon). - Use search_companies when you are unsure of a ticker; get_data_status for coverage/freshness questions. - Open-market purchases (code P) are the most informative insider signal; awards, option exercises, tax withholding and gifts are usually not. - Always mention the data_as_of date, cite source_url links to SEC filings, and never present results as investment advice. Rows with quality flags are excluded from dollar totals.

Tools

27 advertised

get_insider_activity — Insider activity for a company
Advertised by the server during the last successful anonymous check.
Advertised read-only

List and summarize insider trades (SEC Form 4) for one company: who bought or sold, when, how much, their role (CEO, CFO, Director, 10% owner…), and a link to each filing. Use for questions like 'are insiders buying or selling NVDA?' or 'show Tesla insider trades this year'.

get_insider_activity input schema
{
  "type": "object",
  "title": "get_insider_activityArguments",
  "required": [
    "ticker"
  ],
  "properties": {
    "days": {
      "type": "integer",
      "title": "Days",
      "default": 90,
      "maximum": 3650,
      "minimum": 1,
      "description": "Look-back window in days (1–3650)."
    },
    "limit": {
      "type": "integer",
      "title": "Limit",
      "default": 25,
      "maximum": 100,
      "minimum": 1,
      "description": "Max trades to return (1–100)."
    },
    "ticker": {
      "type": "string",
      "title": "Ticker",
      "description": "Stock ticker, e.g. 'AAPL'."
    },
    "open_market_only": {
      "type": "boolean",
      "title": "Open Market Only",
      "default": true,
      "description": "True = only open-market buys/sells (the meaningful signal). False = include awards, option exercises, gifts, tax withholding."
    }
  }
}
get_insider_activity output schema
{
  "type": "object",
  "title": "ToolResponse",
  "required": [
    "summary",
    "data_as_of",
    "results",
    "sources"
  ],
  "properties": {
    "notes": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Notes",
      "description": "Caveats, data-quality notes, next steps."
    },
    "results": {
      "title": "Results",
      "description": "Structured results (rows or an object)."
    },
    "sources": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Sources",
      "description": "Links to official SEC filings / pages backing the answer."
    },
    "summary": {
      "type": "string",
      "title": "Summary",
      "description": "Plain-language answer. Quote this, then cite sources."
    },
    "data_as_of": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Data As Of",
      "description": "Latest SEC filing date included in the data (YYYY-MM-DD)."
    },
    "disclaimer": {
      "type": "string",
      "title": "Disclaimer",
      "default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation."
    }
  }
}
get_insider_activity annotations
{
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
find_insider_buying — Market-wide insider buying scan
Advertised by the server during the last successful anonymous check.
Advertised read-only

Scan ALL U.S. companies for insider open-market PURCHASES — the strongest insider signal. Ranks companies by total value bought, number of distinct insiders buying ('cluster buying'), or recency. Use for 'which insiders are buying right now?', 'CEO purchases this month', 'companies where 3+ insiders bought'.

find_insider_buying input schema
{
  "type": "object",
  "title": "find_insider_buyingArguments",
  "properties": {
    "days": {
      "type": "integer",
      "title": "Days",
      "default": 30,
      "maximum": 365,
      "minimum": 1,
      "description": "Look-back window in days (1–365)."
    },
    "limit": {
      "type": "integer",
      "title": "Limit",
      "default": 20,
      "maximum": 50,
      "minimum": 1,
      "description": "Max companies (1–50)."
    },
    "roles": {
      "anyOf": [
        {
          "type": "array",
          "items": {
            "enum": [
              "CEO",
              "CFO",
              "COO",
              "President",
              "Chair",
              "Executive Officer",
              "Officer",
              "Director",
              "10% Owner",
              "Other"
            ],
            "type": "string"
          }
        },
        {
          "type": "null"
        }
      ],
      "title": "Roles",
      "default": null,
      "description": "Only count buyers with these roles, e.g. ['CEO','CFO']. Omit for all."
    },
    "sort_by": {
      "enum": [
        "value",
        "insiders",
        "recent"
      ],
      "type": "string",
      "title": "Sort By",
      "default": "value",
      "description": "Ranking."
    },
    "min_insiders": {
      "type": "integer",
      "title": "Min Insiders",
      "default": 1,
      "maximum": 50,
      "minimum": 1,
      "description": "Minimum number of distinct insiders buying (cluster buying)."
    },
    "min_total_value_usd": {
      "type": "number",
      "title": "Min Total Value Usd",
      "default": 100000,
      "minimum": 0,
      "description": "Minimum total purchase value per company."
    }
  }
}
find_insider_buying output schema
{
  "type": "object",
  "title": "ToolResponse",
  "required": [
    "summary",
    "data_as_of",
    "results",
    "sources"
  ],
  "properties": {
    "notes": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Notes",
      "description": "Caveats, data-quality notes, next steps."
    },
    "results": {
      "title": "Results",
      "description": "Structured results (rows or an object)."
    },
    "sources": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Sources",
      "description": "Links to official SEC filings / pages backing the answer."
    },
    "summary": {
      "type": "string",
      "title": "Summary",
      "description": "Plain-language answer. Quote this, then cite sources."
    },
    "data_as_of": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Data As Of",
      "description": "Latest SEC filing date included in the data (YYYY-MM-DD)."
    },
    "disclaimer": {
      "type": "string",
      "title": "Disclaimer",
      "default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation."
    }
  }
}
find_insider_buying annotations
{
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
get_insider_signal — Explained insider signal for a company
Advertised by the server during the last successful anonymous check.
Advertised read-only

Score current insider behavior for one company (0–100, 50 = neutral) and EXPLAIN it: open-market buying vs selling, how unusual it is versus the company's own 5-year history, cluster buying, and C-suite participation, with the evidence trades and SEC links. Use for 'is insider activity at X bullish or bearish?' or 'anything unusual about insiders at X?'.

get_insider_signal input schema
{
  "type": "object",
  "title": "get_insider_signalArguments",
  "required": [
    "ticker"
  ],
  "properties": {
    "days": {
      "type": "integer",
      "title": "Days",
      "default": 90,
      "maximum": 365,
      "minimum": 30,
      "description": "Window to evaluate (30–365 days)."
    },
    "ticker": {
      "type": "string",
      "title": "Ticker",
      "description": "Stock ticker, e.g. 'PLTR'."
    }
  }
}
get_insider_signal output schema
{
  "type": "object",
  "title": "ToolResponse",
  "required": [
    "summary",
    "data_as_of",
    "results",
    "sources"
  ],
  "properties": {
    "notes": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Notes",
      "description": "Caveats, data-quality notes, next steps."
    },
    "results": {
      "title": "Results",
      "description": "Structured results (rows or an object)."
    },
    "sources": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Sources",
      "description": "Links to official SEC filings / pages backing the answer."
    },
    "summary": {
      "type": "string",
      "title": "Summary",
      "description": "Plain-language answer. Quote this, then cite sources."
    },
    "data_as_of": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Data As Of",
      "description": "Latest SEC filing date included in the data (YYYY-MM-DD)."
    },
    "disclaimer": {
      "type": "string",
      "title": "Disclaimer",
      "default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation."
    }
  }
}
get_insider_signal annotations
{
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
get_insider_person — Trades by a specific insider
Advertised by the server during the last successful anonymous check.
Advertised read-only

Find an insider (executive, director, or large holder) by name and list their open-market trades across all companies, with totals. Use for 'what has Warren Buffett bought recently?' or 'Jensen Huang stock sales'.

get_insider_person input schema
{
  "type": "object",
  "title": "get_insider_personArguments",
  "required": [
    "name"
  ],
  "properties": {
    "days": {
      "type": "integer",
      "title": "Days",
      "default": 730,
      "maximum": 7300,
      "minimum": 1,
      "description": "Look-back window in days (1–7300)."
    },
    "name": {
      "type": "string",
      "title": "Name",
      "minLength": 3,
      "description": "Insider name or part of it, e.g. 'Buffett' or 'Huang Jen'."
    },
    "limit": {
      "type": "integer",
      "title": "Limit",
      "default": 25,
      "maximum": 100,
      "minimum": 1,
      "description": "Max trades (1–100)."
    }
  }
}
get_insider_person output schema
{
  "type": "object",
  "title": "ToolResponse",
  "required": [
    "summary",
    "data_as_of",
    "results",
    "sources"
  ],
  "properties": {
    "notes": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Notes",
      "description": "Caveats, data-quality notes, next steps."
    },
    "results": {
      "title": "Results",
      "description": "Structured results (rows or an object)."
    },
    "sources": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Sources",
      "description": "Links to official SEC filings / pages backing the answer."
    },
    "summary": {
      "type": "string",
      "title": "Summary",
      "description": "Plain-language answer. Quote this, then cite sources."
    },
    "data_as_of": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Data As Of",
      "description": "Latest SEC filing date included in the data (YYYY-MM-DD)."
    },
    "disclaimer": {
      "type": "string",
      "title": "Disclaimer",
      "default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation."
    }
  }
}
get_insider_person annotations
{
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
search_companies — Find a company / ticker
Advertised by the server during the last successful anonymous check.
Advertised read-only

Look up tickers and official company names (with SEC CIK) from recent insider filings. Use when the user names a company but not its ticker, or a ticker returns no results.

search_companies input schema
{
  "type": "object",
  "title": "search_companiesArguments",
  "required": [
    "query"
  ],
  "properties": {
    "limit": {
      "type": "integer",
      "title": "Limit",
      "default": 10,
      "maximum": 25,
      "minimum": 1
    },
    "query": {
      "type": "string",
      "title": "Query",
      "minLength": 1,
      "description": "Company name or ticker fragment, e.g. 'palantir' or 'BRK'."
    }
  }
}
search_companies output schema
{
  "type": "object",
  "title": "ToolResponse",
  "required": [
    "summary",
    "data_as_of",
    "results",
    "sources"
  ],
  "properties": {
    "notes": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Notes",
      "description": "Caveats, data-quality notes, next steps."
    },
    "results": {
      "title": "Results",
      "description": "Structured results (rows or an object)."
    },
    "sources": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Sources",
      "description": "Links to official SEC filings / pages backing the answer."
    },
    "summary": {
      "type": "string",
      "title": "Summary",
      "description": "Plain-language answer. Quote this, then cite sources."
    },
    "data_as_of": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Data As Of",
      "description": "Latest SEC filing date included in the data (YYYY-MM-DD)."
    },
    "disclaimer": {
      "type": "string",
      "title": "Disclaimer",
      "default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation."
    }
  }
}
search_companies annotations
{
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
get_data_status — Data coverage and freshness
Advertised by the server during the last successful anonymous check.
Advertised read-only

Report what data CapitalSnitch covers, how fresh it is, update schedule, sources, and known limitations. Use when asked 'how current is this?', 'what data do you have?', or before making time-sensitive claims.

get_data_status input schema
{
  "type": "object",
  "title": "get_data_statusArguments",
  "properties": {}
}
get_data_status output schema
{
  "type": "object",
  "title": "ToolResponse",
  "required": [
    "summary",
    "data_as_of",
    "results",
    "sources"
  ],
  "properties": {
    "notes": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Notes",
      "description": "Caveats, data-quality notes, next steps."
    },
    "results": {
      "title": "Results",
      "description": "Structured results (rows or an object)."
    },
    "sources": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Sources",
      "description": "Links to official SEC filings / pages backing the answer."
    },
    "summary": {
      "type": "string",
      "title": "Summary",
      "description": "Plain-language answer. Quote this, then cite sources."
    },
    "data_as_of": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Data As Of",
      "description": "Latest SEC filing date included in the data (YYYY-MM-DD)."
    },
    "disclaimer": {
      "type": "string",
      "title": "Disclaimer",
      "default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation."
    }
  }
}
get_data_status annotations
{
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
get_market_context — Market backdrop: regime, rates, Fed meeting odds
Advertised by the server during the last successful anonymous check.
Advertised read-only

Current U.S. market backdrop in one call: market regime (calm uptrend / uptrend under stress / downtrend / panic / recovery, from the S&P 500 trend and VIX), VIX level and percentile, Fed funds rate, 2y and 10y Treasury yields, yield-curve shape, and the next Fed (FOMC) meetings with days until each and the market-implied odds of a cut, hold or hike. Use for 'what's the market backdrop?', 'when is the next Fed meeting?', 'odds of a rate cut?'.

get_market_context input schema
{
  "type": "object",
  "title": "get_market_contextArguments",
  "properties": {}
}
get_market_context output schema
{
  "type": "object",
  "title": "ToolResponse",
  "required": [
    "summary",
    "data_as_of",
    "results",
    "sources"
  ],
  "properties": {
    "notes": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Notes",
      "description": "Caveats, data-quality notes, next steps."
    },
    "results": {
      "title": "Results",
      "description": "Structured results (rows or an object)."
    },
    "sources": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Sources",
      "description": "Links to official SEC filings / pages backing the answer."
    },
    "summary": {
      "type": "string",
      "title": "Summary",
      "description": "Plain-language answer. Quote this, then cite sources."
    },
    "data_as_of": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Data As Of",
      "description": "Latest SEC filing date included in the data (YYYY-MM-DD)."
    },
    "disclaimer": {
      "type": "string",
      "title": "Disclaimer",
      "default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation."
    }
  }
}
get_market_context annotations
{
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
get_company_context — Full company picture: insiders + earnings + volatility + analysts
Advertised by the server during the last successful anonymous check.
Advertised read-only

Everything that matters about one company in one call: the explained insider signal (score, cluster and C-suite buying, unusual vs history) PLUS the next earnings date and countdown (and last earnings), the stock's volatility regime (calm / normal / elevated / extreme vs its own past year), trend vs 50/200-day averages, drawdown from the 52-week high, recent returns, Wall Street analyst consensus and its 3-month trend, and the market backdrop (regime + next Fed meeting odds). Ends with 'what stands out' facts. Use for 'analyze X', 'should I look closer at X?', 'anything notable about X before earnings?'. Also includes the company's financials (valuation, growth, profit) and dilution summary. Includes 'analysis': a written CapitalSnitch Take (headline, story, bull case, bear case, what to watch) grounded in the data — present it to the user, and say it is automated context, not investment advice.

get_company_context input schema
{
  "type": "object",
  "title": "get_company_contextArguments",
  "required": [
    "ticker"
  ],
  "properties": {
    "ticker": {
      "type": "string",
      "title": "Ticker",
      "description": "Stock ticker, e.g. 'NVDA'."
    },
    "insider_days": {
      "type": "integer",
      "title": "Insider Days",
      "default": 90,
      "maximum": 365,
      "minimum": 30,
      "description": "Insider look-back window (30–365 days)."
    }
  }
}
get_company_context output schema
{
  "type": "object",
  "title": "ToolResponse",
  "required": [
    "summary",
    "data_as_of",
    "results",
    "sources"
  ],
  "properties": {
    "notes": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Notes",
      "description": "Caveats, data-quality notes, next steps."
    },
    "results": {
      "title": "Results",
      "description": "Structured results (rows or an object)."
    },
    "sources": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Sources",
      "description": "Links to official SEC filings / pages backing the answer."
    },
    "summary": {
      "type": "string",
      "title": "Summary",
      "description": "Plain-language answer. Quote this, then cite sources."
    },
    "data_as_of": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Data As Of",
      "description": "Latest SEC filing date included in the data (YYYY-MM-DD)."
    },
    "disclaimer": {
      "type": "string",
      "title": "Disclaimer",
      "default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation."
    }
  }
}
get_company_context annotations
{
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
get_financials — Financials: valuation, growth, profit, quarterly revenue trend
Advertised by the server during the last successful anonymous check.
Advertised read-only

A company's fundamentals from its SEC filings (10-Q/10-K): market cap, P/E, price/sales, dividend yield, 12-month revenue and net income with year-over-year growth (growing / flat / declining, accelerating or slowing), margins, free cash flow, cash, debt, cash runway, stock-based pay, and a quarter-by-quarter table of revenue, net income and EPS with YoY change for each quarter. Use for 'is revenue growing?', 'what's the P/E?', 'does it pay a dividend?', 'is it profitable?', 'show the last 8 quarters'.

get_financials input schema
{
  "type": "object",
  "title": "get_financialsArguments",
  "required": [
    "ticker"
  ],
  "properties": {
    "ticker": {
      "type": "string",
      "title": "Ticker",
      "description": "Stock ticker, e.g. 'SOFI'."
    },
    "quarters": {
      "type": "integer",
      "title": "Quarters",
      "default": 8,
      "maximum": 12,
      "minimum": 4,
      "description": "Quarters of history (4–12)."
    }
  }
}
get_financials output schema
{
  "type": "object",
  "title": "ToolResponse",
  "required": [
    "summary",
    "data_as_of",
    "results",
    "sources"
  ],
  "properties": {
    "notes": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Notes",
      "description": "Caveats, data-quality notes, next steps."
    },
    "results": {
      "title": "Results",
      "description": "Structured results (rows or an object)."
    },
    "sources": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Sources",
      "description": "Links to official SEC filings / pages backing the answer."
    },
    "summary": {
      "type": "string",
      "title": "Summary",
      "description": "Plain-language answer. Quote this, then cite sources."
    },
    "data_as_of": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Data As Of",
      "description": "Latest SEC filing date included in the data (YYYY-MM-DD)."
    },
    "disclaimer": {
      "type": "string",
      "title": "Disclaimer",
      "default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation."
    }
  }
}
get_financials annotations
{
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
get_dilution_history — Dilution tracker: offerings, share count, price impact
Advertised by the server during the last successful anonymous check.
Advertised read-only

Every stock offering, at-the-market (ATM) program, convertible note (including private Rule 144A deals announced only in an 8-K), notes exchanged for shares, unregistered share sale and shelf registration the company filed with the SEC, plus the company's 8-K filings of the last 30 days in plain English, with size, price per share, and how the stock reacted (day 1, day 2, 1 week, 1 month vs the prior close); the share-count trend (1-year change, 3-year yearly rate); and a 0–100 dilution-risk score with reasons (recent offerings, active shelf, cash burn, heavy stock pay). Use for 'has SOFI diluted shareholders?', 'what happened to the price after the last offering?', 'is a share sale likely?'.

get_dilution_history input schema
{
  "type": "object",
  "title": "get_dilution_historyArguments",
  "required": [
    "ticker"
  ],
  "properties": {
    "years": {
      "type": "integer",
      "title": "Years",
      "default": 3,
      "maximum": 5,
      "minimum": 1,
      "description": "Years of offering history (1–5)."
    },
    "ticker": {
      "type": "string",
      "title": "Ticker",
      "description": "Stock ticker, e.g. 'SOFI'."
    }
  }
}
get_dilution_history output schema
{
  "type": "object",
  "title": "ToolResponse",
  "required": [
    "summary",
    "data_as_of",
    "results",
    "sources"
  ],
  "properties": {
    "notes": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Notes",
      "description": "Caveats, data-quality notes, next steps."
    },
    "results": {
      "title": "Results",
      "description": "Structured results (rows or an object)."
    },
    "sources": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Sources",
      "description": "Links to official SEC filings / pages backing the answer."
    },
    "summary": {
      "type": "string",
      "title": "Summary",
      "description": "Plain-language answer. Quote this, then cite sources."
    },
    "data_as_of": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Data As Of",
      "description": "Latest SEC filing date included in the data (YYYY-MM-DD)."
    },
    "disclaimer": {
      "type": "string",
      "title": "Disclaimer",
      "default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation."
    }
  }
}
get_dilution_history annotations
{
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
find_insider_clusters — Smart cluster buying: batch detection + conviction score
Advertised by the server during the last successful anonymous check.
Advertised read-only

Find every company where several different insiders made OPEN-MARKET purchases (option exercises, awards and sales excluded), list each buyer's name, title and amount, and FLAG BATCHES: many buyers filing on the same day with similar, modest amounts usually means one company program (employee purchase plan, IPO or private-placement allocation), not independent conviction. Each company gets a 0–100 conviction score (independent buyers, C-suite participation, size per buyer, how much they grew their stake, purchases spread over several days, minus batch penalty) with reasons. Use for 'find companies where 3+ insiders bought in the last 60 days', 'cluster buying that is real, not a comp plan', 'rank insider clusters by conviction'.

find_insider_clusters input schema
{
  "type": "object",
  "title": "find_insider_clustersArguments",
  "properties": {
    "days": {
      "type": "integer",
      "title": "Days",
      "default": 60,
      "maximum": 365,
      "minimum": 7,
      "description": "Look-back window in days (7–365)."
    },
    "limit": {
      "type": "integer",
      "title": "Limit",
      "default": 15,
      "maximum": 40,
      "minimum": 1,
      "description": "Max companies (1–40)."
    },
    "sort_by": {
      "enum": [
        "conviction",
        "insiders",
        "value",
        "recent"
      ],
      "type": "string",
      "title": "Sort By",
      "default": "conviction",
      "description": "Ranking."
    },
    "min_insiders": {
      "type": "integer",
      "title": "Min Insiders",
      "default": 3,
      "maximum": 50,
      "minimum": 2,
      "description": "Minimum different insiders buying."
    },
    "exclude_batches": {
      "type": "boolean",
      "title": "Exclude Batches",
      "default": false,
      "description": "True = hide companies whose buying looks like one company program (same day, similar small amounts)."
    },
    "min_total_value_usd": {
      "type": "number",
      "title": "Min Total Value Usd",
      "default": 0,
      "minimum": 0,
      "description": "Minimum total bought per company."
    }
  }
}
find_insider_clusters output schema
{
  "type": "object",
  "title": "ToolResponse",
  "required": [
    "summary",
    "data_as_of",
    "results",
    "sources"
  ],
  "properties": {
    "notes": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Notes",
      "description": "Caveats, data-quality notes, next steps."
    },
    "results": {
      "title": "Results",
      "description": "Structured results (rows or an object)."
    },
    "sources": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Sources",
      "description": "Links to official SEC filings / pages backing the answer."
    },
    "summary": {
      "type": "string",
      "title": "Summary",
      "description": "Plain-language answer. Quote this, then cite sources."
    },
    "data_as_of": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Data As Of",
      "description": "Latest SEC filing date included in the data (YYYY-MM-DD)."
    },
    "disclaimer": {
      "type": "string",
      "title": "Disclaimer",
      "default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation."
    }
  }
}
find_insider_clusters annotations
{
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
find_emerging_insider_buying — Emerging vs crowded insider buying
Advertised by the server during the last successful anonymous check.
Advertised read-only

Spot insider buying EARLY: companies where fewer than 5 different insiders bought in the window but the pace is rising (more buyers or more dollars recently than earlier), versus 'crowded' companies where 5+ insiders already bought. Explains exactly how 'rising' is measured. Use for 'which stocks have early, increasing insider buying that is not crowded yet?', 'emerging insider signals'.

find_emerging_insider_buying input schema
{
  "type": "object",
  "title": "find_emerging_insider_buyingArguments",
  "properties": {
    "days": {
      "type": "integer",
      "title": "Days",
      "default": 90,
      "maximum": 365,
      "minimum": 45,
      "description": "Whole window in days (45–365)."
    },
    "limit": {
      "type": "integer",
      "title": "Limit",
      "default": 15,
      "maximum": 30,
      "minimum": 1,
      "description": "Max companies per list (1–30)."
    },
    "recent_days": {
      "type": "integer",
      "title": "Recent Days",
      "default": 30,
      "maximum": 180,
      "minimum": 7,
      "description": "'Recent' part of the window, compared with the earlier part."
    },
    "min_value_usd": {
      "type": "number",
      "title": "Min Value Usd",
      "default": 25000,
      "minimum": 0,
      "description": "Minimum total bought in the window per company."
    }
  }
}
find_emerging_insider_buying output schema
{
  "type": "object",
  "title": "ToolResponse",
  "required": [
    "summary",
    "data_as_of",
    "results",
    "sources"
  ],
  "properties": {
    "notes": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Notes",
      "description": "Caveats, data-quality notes, next steps."
    },
    "results": {
      "title": "Results",
      "description": "Structured results (rows or an object)."
    },
    "sources": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Sources",
      "description": "Links to official SEC filings / pages backing the answer."
    },
    "summary": {
      "type": "string",
      "title": "Summary",
      "description": "Plain-language answer. Quote this, then cite sources."
    },
    "data_as_of": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Data As Of",
      "description": "Latest SEC filing date included in the data (YYYY-MM-DD)."
    },
    "disclaimer": {
      "type": "string",
      "title": "Disclaimer",
      "default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation."
    }
  }
}
find_emerging_insider_buying annotations
{
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
get_institutional_ownership — Institutional ownership (13F): who owns the stock and what changed
Advertised by the server during the last successful anonymous check.
Advertised read-only

Who owns a stock, from SEC Form 13F filings by investment managers (hedge funds, mutual funds, banks, pensions with $100M+): number of institutional holders, share of the company they hold, top holders with their stake and quarter-over-quarter change, and how many funds opened, added, cut or sold out. Analyst and Edge also get the lists of new funds, sold-out funds, biggest adds and biggest cuts. Use for 'who owns PLTR?', 'are funds buying or selling NVDA?', 'top institutional holders', 'did hedge funds add last quarter?'.

get_institutional_ownership input schema
{
  "type": "object",
  "title": "get_institutional_ownershipArguments",
  "required": [
    "ticker"
  ],
  "properties": {
    "top": {
      "type": "integer",
      "title": "Top",
      "default": 10,
      "maximum": 25,
      "minimum": 5,
      "description": "How many top holders (5–25)."
    },
    "ticker": {
      "type": "string",
      "title": "Ticker",
      "description": "Stock ticker, e.g. 'PLTR'."
    }
  }
}
get_institutional_ownership output schema
{
  "type": "object",
  "title": "ToolResponse",
  "required": [
    "summary",
    "data_as_of",
    "results",
    "sources"
  ],
  "properties": {
    "notes": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Notes",
      "description": "Caveats, data-quality notes, next steps."
    },
    "results": {
      "title": "Results",
      "description": "Structured results (rows or an object)."
    },
    "sources": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Sources",
      "description": "Links to official SEC filings / pages backing the answer."
    },
    "summary": {
      "type": "string",
      "title": "Summary",
      "description": "Plain-language answer. Quote this, then cite sources."
    },
    "data_as_of": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Data As Of",
      "description": "Latest SEC filing date included in the data (YYYY-MM-DD)."
    },
    "disclaimer": {
      "type": "string",
      "title": "Disclaimer",
      "default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation."
    }
  }
}
get_institutional_ownership annotations
{
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
get_fund_holdings — What a fund owns (13F) and what it changed
Advertised by the server during the last successful anonymous check.
Advertised read-only

A fund's latest SEC Form 13F portfolio: total value, number of positions, top holdings with % of portfolio, and what changed vs the quarter before: new positions, positions sold out, biggest adds and biggest cuts. Use for 'what did Berkshire buy last quarter?', 'top holdings of Bridgewater', 'did Ark sell Tesla?'.

get_fund_holdings input schema
{
  "type": "object",
  "title": "get_fund_holdingsArguments",
  "required": [
    "manager"
  ],
  "properties": {
    "top": {
      "type": "integer",
      "title": "Top",
      "default": 20,
      "maximum": 40,
      "minimum": 5,
      "description": "How many top holdings (5–40)."
    },
    "manager": {
      "type": "string",
      "title": "Manager",
      "minLength": 3,
      "description": "Fund / manager name or part of it, e.g. 'Berkshire', 'Bridgewater', 'Renaissance', 'ARK'."
    }
  }
}
get_fund_holdings output schema
{
  "type": "object",
  "title": "ToolResponse",
  "required": [
    "summary",
    "data_as_of",
    "results",
    "sources"
  ],
  "properties": {
    "notes": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Notes",
      "description": "Caveats, data-quality notes, next steps."
    },
    "results": {
      "title": "Results",
      "description": "Structured results (rows or an object)."
    },
    "sources": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Sources",
      "description": "Links to official SEC filings / pages backing the answer."
    },
    "summary": {
      "type": "string",
      "title": "Summary",
      "description": "Plain-language answer. Quote this, then cite sources."
    },
    "data_as_of": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Data As Of",
      "description": "Latest SEC filing date included in the data (YYYY-MM-DD)."
    },
    "disclaimer": {
      "type": "string",
      "title": "Disclaimer",
      "default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation."
    }
  }
}
get_fund_holdings annotations
{
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
get_congress_trades — Congress members' stock trades (free)
Advertised by the server during the last successful anonymous check.
Advertised read-only

Stock trades reported by members of the U.S. House and Senate (STOCK Act Periodic Transaction Reports): member, party, state, chamber, stock, purchase or sale, amount range, trade date, filing date, how many days late it was reported, owner (self/spouse/joint/child) and a link to the official filing. With no filters: the week's summary, most-traded stocks and late filers. FREE public information on every plan and never counted toward the daily limit. Reports arrive up to 45 days after the trade (median about a month), so this is a historical record, not a live feed. Use for 'which members of Congress traded NVDA?', 'what has Pelosi bought?', 'congressional trades this week'. Must not be used for credit decisions, fundraising or solicitation.

get_congress_trades input schema
{
  "type": "object",
  "title": "get_congress_tradesArguments",
  "properties": {
    "days": {
      "type": "integer",
      "title": "Days",
      "default": 365,
      "maximum": 1100,
      "minimum": 7,
      "description": "Look-back window by filing date (7–1100 days)."
    },
    "limit": {
      "type": "integer",
      "title": "Limit",
      "default": 25,
      "maximum": 100,
      "minimum": 1,
      "description": "Max trades (1–100)."
    },
    "member": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Member",
      "default": null,
      "description": "Member of Congress name or part of it, e.g. 'Pelosi'."
    },
    "ticker": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Ticker",
      "default": null,
      "description": "Stock ticker, e.g. 'NVDA'. Omit for all."
    },
    "chamber": {
      "enum": [
        "any",
        "House",
        "Senate"
      ],
      "type": "string",
      "title": "Chamber",
      "default": "any",
      "description": "Filter by chamber."
    },
    "trade_type": {
      "enum": [
        "any",
        "Purchase",
        "Sale"
      ],
      "type": "string",
      "title": "Trade Type",
      "default": "any",
      "description": "Filter by type."
    }
  }
}
get_congress_trades output schema
{
  "type": "object",
  "title": "ToolResponse",
  "required": [
    "summary",
    "data_as_of",
    "results",
    "sources"
  ],
  "properties": {
    "notes": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Notes",
      "description": "Caveats, data-quality notes, next steps."
    },
    "results": {
      "title": "Results",
      "description": "Structured results (rows or an object)."
    },
    "sources": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Sources",
      "description": "Links to official SEC filings / pages backing the answer."
    },
    "summary": {
      "type": "string",
      "title": "Summary",
      "description": "Plain-language answer. Quote this, then cite sources."
    },
    "data_as_of": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Data As Of",
      "description": "Latest SEC filing date included in the data (YYYY-MM-DD)."
    },
    "disclaimer": {
      "type": "string",
      "title": "Disclaimer",
      "default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation."
    }
  }
}
get_congress_trades annotations
{
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
get_earnings_calendar — Upcoming earnings, with insider buying
Advertised by the server during the last successful anonymous check.
Advertised read-only

Companies reporting earnings soon, with the date, time (before open / after close) and countdown, joined with recent insider activity. With only_with_insider_buying=true it answers 'which companies reporting soon have insiders been buying?' — insiders buying ahead of a report is a rare and closely watched signal. Also use for 'when does X report?' (pass tickers=['X'], only_with_insider_buying=false).

get_earnings_calendar input schema
{
  "type": "object",
  "title": "get_earnings_calendarArguments",
  "properties": {
    "limit": {
      "type": "integer",
      "title": "Limit",
      "default": 25,
      "maximum": 50,
      "minimum": 1
    },
    "tickers": {
      "anyOf": [
        {
          "type": "array",
          "items": {
            "type": "string"
          }
        },
        {
          "type": "null"
        }
      ],
      "title": "Tickers",
      "default": null,
      "description": "Optional: only these tickers."
    },
    "days_ahead": {
      "type": "integer",
      "title": "Days Ahead",
      "default": 14,
      "maximum": 60,
      "minimum": 1,
      "description": "Companies reporting within this many days (1–60)."
    },
    "insider_lookback_days": {
      "type": "integer",
      "title": "Insider Lookback Days",
      "default": 90,
      "maximum": 365,
      "minimum": 7,
      "description": "Insider look-back window (7–365 days)."
    },
    "only_with_insider_buying": {
      "type": "boolean",
      "title": "Only With Insider Buying",
      "default": true,
      "description": "True = only companies where insiders made open-market purchases in the look-back window (the 'edge' list)."
    }
  }
}
get_earnings_calendar output schema
{
  "type": "object",
  "title": "ToolResponse",
  "required": [
    "summary",
    "data_as_of",
    "results",
    "sources"
  ],
  "properties": {
    "notes": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Notes",
      "description": "Caveats, data-quality notes, next steps."
    },
    "results": {
      "title": "Results",
      "description": "Structured results (rows or an object)."
    },
    "sources": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Sources",
      "description": "Links to official SEC filings / pages backing the answer."
    },
    "summary": {
      "type": "string",
      "title": "Summary",
      "description": "Plain-language answer. Quote this, then cite sources."
    },
    "data_as_of": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Data As Of",
      "description": "Latest SEC filing date included in the data (YYYY-MM-DD)."
    },
    "disclaimer": {
      "type": "string",
      "title": "Disclaimer",
      "default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation."
    }
  }
}
get_earnings_calendar annotations
{
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
get_daily_brief — Today's insider + market briefing
Advertised by the server during the last successful anonymous check.
Advertised read-only

Ready-made daily briefing: market backdrop and next Fed meeting odds, insiders who bought ahead of upcoming earnings, the biggest insider purchases this week, CEO/CFO purchases, and cluster buying. Use for 'give me today's briefing', 'what's interesting today?', or as the start of a morning routine.

get_daily_brief input schema
{
  "type": "object",
  "title": "get_daily_briefArguments",
  "properties": {}
}
get_daily_brief output schema
{
  "type": "object",
  "title": "ToolResponse",
  "required": [
    "summary",
    "data_as_of",
    "results",
    "sources"
  ],
  "properties": {
    "notes": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Notes",
      "description": "Caveats, data-quality notes, next steps."
    },
    "results": {
      "title": "Results",
      "description": "Structured results (rows or an object)."
    },
    "sources": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Sources",
      "description": "Links to official SEC filings / pages backing the answer."
    },
    "summary": {
      "type": "string",
      "title": "Summary",
      "description": "Plain-language answer. Quote this, then cite sources."
    },
    "data_as_of": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Data As Of",
      "description": "Latest SEC filing date included in the data (YYYY-MM-DD)."
    },
    "disclaimer": {
      "type": "string",
      "title": "Disclaimer",
      "default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation."
    }
  }
}
get_daily_brief annotations
{
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
manage_watchlist — Manage my watchlist (alerts)
Advertised by the server during the last successful anonymous check.

The user's CapitalSnitch watchlist (Edge plan, up to 25 tickers). Watchlist companies get INSTANT EMAIL ALERTS (insider buys, big insider sales, new stock offerings; ~30 minutes after the SEC filing) and lead the daily email briefing. Use for 'alert me when insiders buy NVDA', 'add PLTR and SOFI to my watchlist', 'what am I watching?', 'stop alerting me about TSLA'. Never counts toward the daily limit.

manage_watchlist input schema
{
  "type": "object",
  "title": "manage_watchlistArguments",
  "properties": {
    "action": {
      "enum": [
        "list",
        "add",
        "remove",
        "replace"
      ],
      "type": "string",
      "title": "Action",
      "default": "list",
      "description": "list = show it; add/remove tickers; replace = set the whole list."
    },
    "tickers": {
      "anyOf": [
        {
          "type": "array",
          "items": {
            "type": "string"
          }
        },
        {
          "type": "null"
        }
      ],
      "title": "Tickers",
      "default": null,
      "description": "Tickers for add/remove/replace, e.g. ['NVDA','PLTR']."
    }
  }
}
manage_watchlist output schema
{
  "type": "object",
  "title": "ToolResponse",
  "required": [
    "summary",
    "data_as_of",
    "results",
    "sources"
  ],
  "properties": {
    "notes": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Notes",
      "description": "Caveats, data-quality notes, next steps."
    },
    "results": {
      "title": "Results",
      "description": "Structured results (rows or an object)."
    },
    "sources": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Sources",
      "description": "Links to official SEC filings / pages backing the answer."
    },
    "summary": {
      "type": "string",
      "title": "Summary",
      "description": "Plain-language answer. Quote this, then cite sources."
    },
    "data_as_of": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Data As Of",
      "description": "Latest SEC filing date included in the data (YYYY-MM-DD)."
    },
    "disclaimer": {
      "type": "string",
      "title": "Disclaimer",
      "default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation."
    }
  }
}
manage_watchlist annotations
{
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
set_alert_preferences — Alert settings (instant alerts, big insider moves, daily email)
Advertised by the server during the last successful anonymous check.

Turn the user's CapitalSnitch email alerts on or off (Edge plan): instant watchlist alerts, market-wide 'big insider moves' alerts, and the daily briefing email. Omit a setting to leave it unchanged; call with no settings to see the current ones. Use for 'alert me about any big insider buys', 'stop the daily email', 'turn my alerts on'. Never counts toward the daily limit.

set_alert_preferences input schema
{
  "type": "object",
  "title": "set_alert_preferencesArguments",
  "properties": {
    "daily_email": {
      "anyOf": [
        {
          "type": "boolean"
        },
        {
          "type": "null"
        }
      ],
      "title": "Daily Email",
      "default": null,
      "description": "The weekday morning briefing email."
    },
    "instant_alerts": {
      "anyOf": [
        {
          "type": "boolean"
        },
        {
          "type": "null"
        }
      ],
      "title": "Instant Alerts",
      "default": null,
      "description": "Email alerts for watchlist companies."
    },
    "big_moves_alerts": {
      "anyOf": [
        {
          "type": "boolean"
        },
        {
          "type": "null"
        }
      ],
      "title": "Big Moves Alerts",
      "default": null,
      "description": "Email alerts for major insider moves across the WHOLE market: CEO/CFO purchases of $1M+ and high-conviction cluster buying, even outside the watchlist."
    }
  }
}
set_alert_preferences output schema
{
  "type": "object",
  "title": "ToolResponse",
  "required": [
    "summary",
    "data_as_of",
    "results",
    "sources"
  ],
  "properties": {
    "notes": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Notes",
      "description": "Caveats, data-quality notes, next steps."
    },
    "results": {
      "title": "Results",
      "description": "Structured results (rows or an object)."
    },
    "sources": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Sources",
      "description": "Links to official SEC filings / pages backing the answer."
    },
    "summary": {
      "type": "string",
      "title": "Summary",
      "description": "Plain-language answer. Quote this, then cite sources."
    },
    "data_as_of": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Data As Of",
      "description": "Latest SEC filing date included in the data (YYYY-MM-DD)."
    },
    "disclaimer": {
      "type": "string",
      "title": "Disclaimer",
      "default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation."
    }
  }
}
set_alert_preferences annotations
{
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
get_my_alerts — My recent alert emails
Advertised by the server during the last successful anonymous check.
Advertised read-only

The alert and daily-briefing emails CapitalSnitch sent the user recently, newest first (Edge plan). Use for 'what alerts did I get today?', 'did anything trigger on my watchlist?'. Never counts toward the daily limit.

get_my_alerts input schema
{
  "type": "object",
  "title": "get_my_alertsArguments",
  "properties": {
    "limit": {
      "type": "integer",
      "title": "Limit",
      "default": 15,
      "maximum": 50,
      "minimum": 1,
      "description": "How many (1–50)."
    }
  }
}
get_my_alerts output schema
{
  "type": "object",
  "title": "ToolResponse",
  "required": [
    "summary",
    "data_as_of",
    "results",
    "sources"
  ],
  "properties": {
    "notes": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Notes",
      "description": "Caveats, data-quality notes, next steps."
    },
    "results": {
      "title": "Results",
      "description": "Structured results (rows or an object)."
    },
    "sources": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Sources",
      "description": "Links to official SEC filings / pages backing the answer."
    },
    "summary": {
      "type": "string",
      "title": "Summary",
      "description": "Plain-language answer. Quote this, then cite sources."
    },
    "data_as_of": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Data As Of",
      "description": "Latest SEC filing date included in the data (YYYY-MM-DD)."
    },
    "disclaimer": {
      "type": "string",
      "title": "Disclaimer",
      "default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation."
    }
  }
}
get_my_alerts annotations
{
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
about_capitalsnitch — About CapitalSnitch: plans, prices, sign-up, support
Advertised by the server during the last successful anonymous check.
Advertised read-only

Facts about CapitalSnitch itself: what it is (a live commercial service, not a demo), every plan with price, daily limit and features, which data each plan includes, payment methods, how to sign up (right here in the chat or on the website), which AI apps can connect and how, and the support email. Use for 'what is CapitalSnitch?', 'how much does it cost?', 'what plans are there?', 'how do I contact them?', 'can ChatGPT/Grok connect?'. Free, needs no account and never counts toward the daily limit.

about_capitalsnitch input schema
{
  "type": "object",
  "title": "about_capitalsnitchArguments",
  "properties": {}
}
about_capitalsnitch output schema
{
  "type": "object",
  "title": "ToolResponse",
  "required": [
    "summary",
    "data_as_of",
    "results",
    "sources"
  ],
  "properties": {
    "notes": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Notes",
      "description": "Caveats, data-quality notes, next steps."
    },
    "results": {
      "title": "Results",
      "description": "Structured results (rows or an object)."
    },
    "sources": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Sources",
      "description": "Links to official SEC filings / pages backing the answer."
    },
    "summary": {
      "type": "string",
      "title": "Summary",
      "description": "Plain-language answer. Quote this, then cite sources."
    },
    "data_as_of": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Data As Of",
      "description": "Latest SEC filing date included in the data (YYYY-MM-DD)."
    },
    "disclaimer": {
      "type": "string",
      "title": "Disclaimer",
      "default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation."
    }
  }
}
about_capitalsnitch annotations
{
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
get_my_account — My CapitalSnitch account and subscription
Advertised by the server during the last successful anonymous check.
Advertised read-only

The user's own CapitalSnitch account: plan (Free / Scout / Analyst / Edge), whether it is active, renewing, cancelled or expired, the date it renews or ends and days left, payment method type, questions used today vs the daily limit, which features are included and which need an upgrade. Free to call (does not count toward the daily limit). Use when the user asks 'what plan am I on?', 'when does my subscription renew?', 'is my plan active?', 'how many questions do I have left?'. The user is recognized by their personal connection address — no email or password is needed.

get_my_account input schema
{
  "type": "object",
  "title": "get_my_accountArguments",
  "properties": {}
}
get_my_account output schema
{
  "type": "object",
  "title": "ToolResponse",
  "required": [
    "summary",
    "data_as_of",
    "results",
    "sources"
  ],
  "properties": {
    "notes": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Notes",
      "description": "Caveats, data-quality notes, next steps."
    },
    "results": {
      "title": "Results",
      "description": "Structured results (rows or an object)."
    },
    "sources": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Sources",
      "description": "Links to official SEC filings / pages backing the answer."
    },
    "summary": {
      "type": "string",
      "title": "Summary",
      "description": "Plain-language answer. Quote this, then cite sources."
    },
    "data_as_of": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Data As Of",
      "description": "Latest SEC filing date included in the data (YYYY-MM-DD)."
    },
    "disclaimer": {
      "type": "string",
      "title": "Disclaimer",
      "default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation."
    }
  }
}
get_my_account annotations
{
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
get_account_link — One-click link to upgrade, renew or manage the account
Advertised by the server during the last successful anonymous check.

Create a private, single-use link that signs the user straight into the right CapitalSnitch page — checkout (card or crypto) to upgrade or renew, or their account page to cancel, change email settings or make a new connection address. Valid 15 minutes, works once. Give it to the user to click; no password or email code needed. Free to call.

get_account_link input schema
{
  "type": "object",
  "title": "get_account_linkArguments",
  "properties": {
    "plan": {
      "anyOf": [
        {
          "enum": [
            "scout",
            "analyst",
            "edge"
          ],
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Plan",
      "default": null,
      "description": "Plan to pre-select for upgrade/renew."
    },
    "action": {
      "enum": [
        "upgrade",
        "renew",
        "manage",
        "new_connection_address",
        "briefing"
      ],
      "type": "string",
      "title": "Action",
      "default": "manage",
      "description": "upgrade/renew = checkout page; manage = account page (cancel, watchlist, email settings); new_connection_address = account page to replace a leaked address; briefing = today's briefing page."
    }
  }
}
get_account_link output schema
{
  "type": "object",
  "title": "ToolResponse",
  "required": [
    "summary",
    "data_as_of",
    "results",
    "sources"
  ],
  "properties": {
    "notes": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Notes",
      "description": "Caveats, data-quality notes, next steps."
    },
    "results": {
      "title": "Results",
      "description": "Structured results (rows or an object)."
    },
    "sources": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Sources",
      "description": "Links to official SEC filings / pages backing the answer."
    },
    "summary": {
      "type": "string",
      "title": "Summary",
      "description": "Plain-language answer. Quote this, then cite sources."
    },
    "data_as_of": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Data As Of",
      "description": "Latest SEC filing date included in the data (YYYY-MM-DD)."
    },
    "disclaimer": {
      "type": "string",
      "title": "Disclaimer",
      "default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation."
    }
  }
}
get_account_link annotations
{
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": false,
  "destructiveHint": false
}
start_signup — Sign up or sign in from the chat (step 1: email code)
Advertised by the server during the last successful anonymous check.
Open-world

Create a CapitalSnitch account — or sign back in and get a new connection address — entirely from the chat, no website needed. Step 1 of 2: emails the user a 6-digit code. Then ask the user for the code and call confirm_signup(email, code). Before calling, ask the user which plan they want (Free, Scout $29, Analyst $39, Edge $49 per month; yearly = 2 months free, one-time, never auto-renews) and, for a paid plan, card or crypto. The user must agree to the key terms first: call once without user_accepted_terms to get them, show them, and only after an explicit 'yes' set user_accepted_terms=true. Free to call.

start_signup input schema
{
  "type": "object",
  "title": "start_signupArguments",
  "required": [
    "email"
  ],
  "properties": {
    "plan": {
      "enum": [
        "free",
        "scout",
        "analyst",
        "edge"
      ],
      "type": "string",
      "title": "Plan",
      "default": "free",
      "description": "Plan the user wants. Ask them; describe the options if unsure."
    },
    "email": {
      "type": "string",
      "title": "Email",
      "description": "The user's email address. A 6-digit code is sent there."
    },
    "billing": {
      "enum": [
        "monthly",
        "annual"
      ],
      "type": "string",
      "title": "Billing",
      "default": "monthly",
      "description": "Paid plans: monthly, or annual (2 months free)."
    },
    "crypto_asset": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Crypto Asset",
      "default": null,
      "description": "Crypto only, e.g. 'USDC-base' (recommended), 'USDT-solana', 'BTC-bitcoin', 'ETH-base', 'SOL-solana'."
    },
    "payment_method": {
      "anyOf": [
        {
          "enum": [
            "card",
            "wallet",
            "crypto"
          ],
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Payment Method",
      "default": null,
      "description": "Paid plans: 'card' (credit/debit via Square; monthly renews automatically), 'wallet' (Apple Pay / Google Pay / Cash App Pay, one-time, no auto-renew) or 'crypto' (USDC/USDT/BTC/ETH/SOL, one-time, no auto-renew)."
    },
    "user_accepted_terms": {
      "type": "boolean",
      "title": "User Accepted Terms",
      "default": false,
      "description": "True ONLY after you showed the user the key terms (returned when this is false) and the user explicitly said they agree."
    }
  }
}
start_signup output schema
{
  "type": "object",
  "title": "ToolResponse",
  "required": [
    "summary",
    "data_as_of",
    "results",
    "sources"
  ],
  "properties": {
    "notes": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Notes",
      "description": "Caveats, data-quality notes, next steps."
    },
    "results": {
      "title": "Results",
      "description": "Structured results (rows or an object)."
    },
    "sources": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Sources",
      "description": "Links to official SEC filings / pages backing the answer."
    },
    "summary": {
      "type": "string",
      "title": "Summary",
      "description": "Plain-language answer. Quote this, then cite sources."
    },
    "data_as_of": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Data As Of",
      "description": "Latest SEC filing date included in the data (YYYY-MM-DD)."
    },
    "disclaimer": {
      "type": "string",
      "title": "Disclaimer",
      "default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation."
    }
  }
}
start_signup annotations
{
  "readOnlyHint": false,
  "openWorldHint": true,
  "idempotentHint": false,
  "destructiveHint": false
}
confirm_signup — Sign up or sign in from the chat (step 2: confirm code)
Advertised by the server during the last successful anonymous check.
Open-world

Step 2 of 2: checks the emailed code, creates the account (or signs in), and returns the user's personal connection address plus — for a paid plan — the payment step (a secure card link, or exact crypto payment details). The plan activates automatically when the payment lands. Free to call.

confirm_signup input schema
{
  "type": "object",
  "title": "confirm_signupArguments",
  "required": [
    "email",
    "code"
  ],
  "properties": {
    "code": {
      "type": "string",
      "title": "Code",
      "description": "The 6-digit code from the email."
    },
    "email": {
      "type": "string",
      "title": "Email",
      "description": "Same email used in start_signup."
    }
  }
}
confirm_signup output schema
{
  "type": "object",
  "title": "ToolResponse",
  "required": [
    "summary",
    "data_as_of",
    "results",
    "sources"
  ],
  "properties": {
    "notes": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Notes",
      "description": "Caveats, data-quality notes, next steps."
    },
    "results": {
      "title": "Results",
      "description": "Structured results (rows or an object)."
    },
    "sources": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Sources",
      "description": "Links to official SEC filings / pages backing the answer."
    },
    "summary": {
      "type": "string",
      "title": "Summary",
      "description": "Plain-language answer. Quote this, then cite sources."
    },
    "data_as_of": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Data As Of",
      "description": "Latest SEC filing date included in the data (YYYY-MM-DD)."
    },
    "disclaimer": {
      "type": "string",
      "title": "Disclaimer",
      "default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation."
    }
  }
}
confirm_signup annotations
{
  "readOnlyHint": false,
  "openWorldHint": true,
  "idempotentHint": false,
  "destructiveHint": false
}
buy_plan — Buy or change a plan from the chat
Advertised by the server during the last successful anonymous check.
Open-world

Upgrade, renew or switch the signed-in user's plan without the website. Card: returns a secure Square payment link (or, for an active card subscriber, switches the plan right away). Crypto: returns the exact amount, coin, network and address to send. The plan activates automatically when paid. Free to call. Requires the user's personal connection address; on the public preview use start_signup instead.

buy_plan input schema
{
  "type": "object",
  "title": "buy_planArguments",
  "required": [
    "plan"
  ],
  "properties": {
    "plan": {
      "enum": [
        "scout",
        "analyst",
        "edge"
      ],
      "type": "string",
      "title": "Plan",
      "description": "Plan to buy."
    },
    "billing": {
      "enum": [
        "monthly",
        "annual"
      ],
      "type": "string",
      "title": "Billing",
      "default": "monthly",
      "description": "monthly, or annual (2 months free)."
    },
    "crypto_asset": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Crypto Asset",
      "default": null,
      "description": "Crypto only, e.g. 'USDC-base' (recommended)."
    },
    "payment_method": {
      "enum": [
        "card",
        "wallet",
        "crypto"
      ],
      "type": "string",
      "title": "Payment Method",
      "default": "card",
      "description": "'card' (monthly renews automatically), 'wallet' (Apple Pay / Google Pay / Cash App, one-time) or 'crypto' (one-time)."
    },
    "user_accepted_terms": {
      "type": "boolean",
      "title": "User Accepted Terms",
      "default": false,
      "description": "True ONLY after showing the user the key terms and getting an explicit yes for this purchase."
    }
  }
}
buy_plan output schema
{
  "type": "object",
  "title": "ToolResponse",
  "required": [
    "summary",
    "data_as_of",
    "results",
    "sources"
  ],
  "properties": {
    "notes": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Notes",
      "description": "Caveats, data-quality notes, next steps."
    },
    "results": {
      "title": "Results",
      "description": "Structured results (rows or an object)."
    },
    "sources": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Sources",
      "description": "Links to official SEC filings / pages backing the answer."
    },
    "summary": {
      "type": "string",
      "title": "Summary",
      "description": "Plain-language answer. Quote this, then cite sources."
    },
    "data_as_of": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Data As Of",
      "description": "Latest SEC filing date included in the data (YYYY-MM-DD)."
    },
    "disclaimer": {
      "type": "string",
      "title": "Disclaimer",
      "default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation."
    }
  }
}
buy_plan annotations
{
  "readOnlyHint": false,
  "openWorldHint": true,
  "idempotentHint": false,
  "destructiveHint": false
}
check_payment — Check a payment
Advertised by the server during the last successful anonymous check.
Advertised read-only

Has the payment arrived and is the plan active? For crypto, pass order_id: shows waiting / seen on the network / confirmed. For card, omit it: shows the account's current plan. Free to call.

check_payment input schema
{
  "type": "object",
  "title": "check_paymentArguments",
  "properties": {
    "order_id": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Order Id",
      "default": null,
      "description": "Crypto order_id from buy_plan/confirm_signup. Omit for card payments."
    }
  }
}
check_payment output schema
{
  "type": "object",
  "title": "ToolResponse",
  "required": [
    "summary",
    "data_as_of",
    "results",
    "sources"
  ],
  "properties": {
    "notes": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Notes",
      "description": "Caveats, data-quality notes, next steps."
    },
    "results": {
      "title": "Results",
      "description": "Structured results (rows or an object)."
    },
    "sources": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "title": "Sources",
      "description": "Links to official SEC filings / pages backing the answer."
    },
    "summary": {
      "type": "string",
      "title": "Summary",
      "description": "Plain-language answer. Quote this, then cite sources."
    },
    "data_as_of": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Data As Of",
      "description": "Latest SEC filing date included in the data (YYYY-MM-DD)."
    },
    "disclaimer": {
      "type": "string",
      "title": "Disclaimer",
      "default": "Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation."
    }
  }
}
check_payment annotations
{
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}

Prompts

3 advertised

investigate_insiders — Investigate insider activity at a company

Advertised by the server during the last successful anonymous check.

ticker
No description (required)
company_deep_dive — Deep dive on one company (insiders + earnings + risk)

Advertised by the server during the last successful anonymous check.

ticker
No description (required)
weekly_insider_buying_report — Weekly insider buying report

Advertised by the server during the last successful anonymous check.

No arguments advertised.

Resources

2 advertised

glossary — Glossary: codes, roles, flags

Advertised by the server during the last successful anonymous check.

glossary URI
capitalsnitch://glossary

MIME type: text/markdown

status — Data freshness & coverage

Advertised by the server during the last successful anonymous check.

status URI
capitalsnitch://status

MIME type: application/json

30-day availability

Aggregated from read-only remote checks; this is not a tool-execution or security guarantee.

Successful checks
1 of 1 (100%)
Average latency
788 ms
95th percentile latency
788 ms

Maintenance history

Public check and source-refresh events. Editorial and ownership records remain private.

  • · probe · passed · 788 ms · metadata changed · 27 tool(s), 2 resource(s), 0 resource template(s), 3 prompt(s)

Connect from your client

Each snippet registers the same endpoint; pick the client you use.

This server is operated by the named third party. Listing and endpoint checks are not an endorsement or a security audit. Review the operator's permissions, terms, and data handling before connecting. How listings are checked and corrected.

Claude Code

Run this once in a terminal. It registers the remote server. Use --scope project to write .mcp.json for the repo.
Claude Code configuration
claude mcp add --transport http capitalsnitch-mcp https://capitalsnitch.com/mcp

Codex

Run this once. Codex stores MCP servers in ~/.codex/config.toml (or .codex/config.toml in a trusted project).
Codex configuration
codex mcp add capitalsnitch-mcp --url https://capitalsnitch.com/mcp

Cursor

Merge this server into .cursor/mcp.json in your project, then enable capitalsnitch-mcp in your MCP settings.
Cursor configuration
{
  "mcpServers": {
    "capitalsnitch-mcp": {
      "url": "https://capitalsnitch.com/mcp"
    }
  }
}

Cline

Merge this into cline_mcp_settings.json (Cline → MCP Servers → Configure).
Cline configuration
{
  "mcpServers": {
    "capitalsnitch-mcp": {
      "type": "streamableHttp",
      "url": "https://capitalsnitch.com/mcp",
      "disabled": false
    }
  }
}

VS Code

Merge this server into .vscode/mcp.json. Use MCP: List Servers to start capitalsnitch-mcp and inspect its tools.
VS Code configuration
{
  "servers": {
    "capitalsnitch-mcp": {
      "type": "http",
      "url": "https://capitalsnitch.com/mcp"
    }
  }
}

Gemini CLI

Run this once. It writes .gemini/settings.json in the current project; pass --scope user for ~/.gemini/settings.json.
Gemini CLI configuration
gemini mcp add --transport http capitalsnitch-mcp https://capitalsnitch.com/mcp

Claude Desktop

Merge this into claude_desktop_config.json (macOS: ~/Library/Application Support/Claude/, Windows: %APPDATA%\Claude\), then restart Claude Desktop.
Claude Desktop configuration
{
  "mcpServers": {
    "capitalsnitch-mcp": {
      "url": "https://capitalsnitch.com/mcp"
    }
  }
}

Windsurf

Merge this into ~/.codeium/windsurf/mcp_config.json, then refresh MCP in Cascade. Windsurf remote servers use serverUrl, not url.
Windsurf configuration
{
  "mcpServers": {
    "capitalsnitch-mcp": {
      "serverUrl": "https://capitalsnitch.com/mcp"
    }
  }
}

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