ZV-2026-0448 · 2026-08-27 · mcp.equibles.com

mcp.equibles.com: Tool GetCallInsights was removed.

breaking

What changed

Tool GetCallInsights was removed. Tool GetConsensusHoldings was removed. Tool GetEarningsCallSpeakers was removed. Tool GetFundHoldings was removed. Tool GetFundOperations was removed. Tool GetLatestPrices was removed. Tool SearchCompanyDocuments was removed. Tool SearchDocumentKeyword was removed. Tool GetFundOverlap was renamed to CompareInstitutionPortfolios. Tool GetFdaCatalysts was renamed to GetFdaAdvisoryCommitteeMeetings. Tool GetProposedSales was renamed to GetForm144ProposedSales. Tool GetExemptOfferings was renamed to GetFormDOfferings. Tool GetOwnershipHistory was renamed to GetInstitutionalOwnershipHistory. Tool GetFundCloneBacktest was renamed to GetInstitutionCloneBacktest. Tool GetInvestorEventSlides was renamed to GetInvestorEventSlideMetadata. Tool GetInvestorEventSpeakers was renamed to GetInvestorEventTranscript. Tool GetLatestCftcData was renamed to GetLatestCftcPositioning. Tool GetLatestEconomicData was renamed to GetLatestEconomicIndicators. Tool GetMarketCalendar was renamed to GetMarketHolidayCalendar. Tool GetTopBuyersSellers was renamed to GetTopInstitutionalBuyersSellers. Tool GetInvestorRelationsEvents was renamed to GetUpcomingInvestorEvents. Type of tickers on CompareFinancialFact changed string → array. Type of tickers on GetLiveQuote changed string → array. Field documentType was removed from SearchDocuments input; consumers still sending it may be rejected or silently ignored. Type of excludeTickers on SearchDocuments changed string → array.

What to do

If your agents call mcp.equibles.com, pin the new snapshot, patch the affected call sites, and let a green contract check confirm the fix. If you don't use the changed tools, nothing is required, but the rest of the ecosystem just learned about it at the same moment you did.

The redline

−  GetCallInsights  Tool GetCallInsights was removed.
−  GetConsensusHoldings  Tool GetConsensusHoldings was removed.
−  GetEarningsCallSpeakers  Tool GetEarningsCallSpeakers was removed.
−  GetFundHoldings  Tool GetFundHoldings was removed.
−  GetFundOperations  Tool GetFundOperations was removed.
−  GetLatestPrices  Tool GetLatestPrices was removed.
−  SearchCompanyDocuments  Tool SearchCompanyDocuments was removed.
−  SearchDocumentKeyword  Tool SearchDocumentKeyword was removed.
−  GetFundOverlap
+  CompareInstitutionPortfolios   GetFundOverlap
−  GetFdaCatalysts
+  GetFdaAdvisoryCommitteeMeetings   GetFdaCatalysts
−  GetProposedSales
+  GetForm144ProposedSales   GetProposedSales
−  GetExemptOfferings
+  GetFormDOfferings   GetExemptOfferings
−  GetOwnershipHistory
+  GetInstitutionalOwnershipHistory   GetOwnershipHistory
−  GetFundCloneBacktest
+  GetInstitutionCloneBacktest   GetFundCloneBacktest
−  GetInvestorEventSlides
+  GetInvestorEventSlideMetadata   GetInvestorEventSlides
−  GetInvestorEventSpeakers
+  GetInvestorEventTranscript   GetInvestorEventSpeakers
−  GetLatestCftcData
+  GetLatestCftcPositioning   GetLatestCftcData
−  GetLatestEconomicData
+  GetLatestEconomicIndicators   GetLatestEconomicData
−  GetMarketCalendar
+  GetMarketHolidayCalendar   GetMarketCalendar
−  GetTopBuyersSellers
+  GetTopInstitutionalBuyersSellers   GetTopBuyersSellers
−  GetInvestorRelationsEvents
+  GetUpcomingInvestorEvents   GetInvestorRelationsEvents
−  string
+  array   CompareFinancialFact
−  string
+  array   GetLiveQuote
−  documentType  Field documentType was removed from SearchDocuments input; consumers still sending it may be rejected or silently ignored.
−  string
+  array   SearchDocuments
−  Record one purchase or sale in the USER's own portfolio as a lot: what was bought or sold,…
+  Record a user-confirmed purchase or sale in the caller's portfolio. Never infer or guess t…   AddPortfolioLot
−  Get a company's own key performance indicators (KPIs) as extracted from its written Item-2…
+  Get company-stated operational and non-GAAP KPIs extracted from written 8-K earnings relea…   GetCompanyKpis
−  Backtest how cloning an institutional filer's reported 13F portfolio would have performed …
+  Backtest how cloning an institutional filer's reported 13F portfolio would have performed …   GetFundCloneBacktest
−  Get the 13F portfolio overlap between two institutions for their latest common report date…
+  Compare two institutions' 13F portfolios on their latest common report date. Returns Jacca…   GetFundOverlap
−  Get a registered fund's profile and largest stored holdings from its most recent SEC Form …
+  Get a registered fund's profile and largest stored holdings from its latest SEC Form NPORT…   GetFundProfile
−  Get a company's earnings guidance (forward-looking outlook) as extracted from its Item-2.0…
+  Get company guidance from written Item 2.02 earnings releases and earnings-call transcript…   GetGuidance
−  Get the stocks with the highest composite insider sentiment score — a peer-relative 0-100 …
+  Rank stocks by a peer-relative 0-100 insider-accumulation score over 90 days: net buyers, …   GetInsiderSentimentScores
−  Get the US S-1/F-1 registration pipeline, newest filing activity first. Each row labels th…
+  Get the US S-1/F-1 registration pipeline, newest filing activity first. Rows distinguish P…   GetIpoFeed
−  Get the latest available intraday price for one or more active U.S. listings — a market re…
+  Get the latest available intraday reading for active U.S. listings, including last trade, …   GetLiveQuote
−  Get the holdings the USER has saved in their own Equibles account: stocks and option contr…
+  Get the caller's saved personal portfolios, including stock and option lots, cost basis, r…   GetMyPortfolio
−  Get the stocks with the highest composite short-squeeze score — a peer-relative 0-100 rank…
+  Rank stocks by a peer-relative 0-100 short-squeeze score using short interest, capped days…   GetShortSqueezeScores
−  Get a company's valuation multiples — EV/Revenue, EV/EBIT and P/E on trailing-twelve-month…
+  Get current EV/Revenue, EV/EBIT and P/E with peer median, quartiles and sample size; REITs…   GetValuationMultiples
−  Browse and discover available SEC filings and earnings call transcripts for a specific com…
+  List a company's stored SEC filings and earnings-call transcripts newest first. Returns do…   ListCompanyDocuments
−  Read a specific range of lines from an SEC filing or earnings call transcript by document …
+  Read numbered lines from one SEC filing or earnings-call transcript. Use line numbers retu…   ReadDocumentLines
−  Report an Equibles tool that failed or returned data that cannot be right, so the team can…
+  Report an Equibles tool call you actually made when it failed, timed out, was unexpectedly…   ReportProblem
−  Screen the stock universe by combining range filters across datasets: market capitalizatio…
+  Screen listed stocks with optional min/max bounds for price, market cap, institutional own…   ScreenStocks
−  Search within a single specific document in the Equibles SEC filing database by its docume…
+  Search one SEC filing or earnings-call transcript by document ID. semantic mode uses hybri…   SearchDocument
−  Search the Equibles SEC filing database across all companies and document types using hybr…
+  Search SEC filings and earnings-call transcripts with hybrid keyword and semantic retrieva…   SearchDocuments
+  documentTypes  Optional field documentTypes was added to SearchDocuments; may shift model behaviour.
+  ticker  Optional field ticker was added to SearchDocuments; may shift model behaviour.
−  Search the tracked SEC Form NPORT-P fund directory by fund name, ticker, or registrant. Se…
+  Search the tracked SEC Form NPORT-P fund directory by fund name, ticker, SEC series ID, or…   SearchFunds
−  Suggest a concrete improvement to an EXISTING Equibles tool you actually called when an op…
+  Suggest the smallest actionable contract improvement to an existing Equibles tool you actu…   SuggestToolImprovement
+  GetEarningsCallToneAndThemes  Tool GetEarningsCallToneAndThemes was added.
+  GetEarningsCallTranscript  Tool GetEarningsCallTranscript was added.
+  GetFundNcenReports  Tool GetFundNcenReports was added.
+  GetInstitutionConsensusHoldings  Tool GetInstitutionConsensusHoldings was added.
+  GetLatestClosingPrices  Tool GetLatestClosingPrices was added.
−  Get the earnings-call event for a company's fiscal quarter — the single record that groups…
+  Get the earnings-call event for a company's fiscal quarter — the single record that groups…   GetEarningsCallEvent
−  Get upcoming investor-relations events for a stock — earnings webcasts, conference appeara…
+  Get upcoming investor-relations events for a stock — earnings webcasts, conference appeara…   GetInvestorRelationsEvents
−  List a company's recent investor events — earnings calls AND the other events it webcasts …
+  List a company's recent investor events — earnings calls AND the other events it webcasts …   ListInvestorEvents
Full mcp.equibles.com changelog →JSON feedWatch this for my agents