Equibles: US Stock Market Data

Overview

Equibles serves data on US-listed companies from SEC filings, company releases and earnings calls: full-text search over 10-K, 10-Q, 8-K and other filings, XBRL financial statements, earnings call transcripts, Form 4 insider transactions, 13F institutional holdings, congressional trades, short interest and end-of-day prices. Search results and statement lines carry the filing date and document they came from, so answers can cite their source.

The same data is available through a hosted MCP server and a JSON REST API. This skill covers both: when to use which, the filing search and read workflow, statements, insider and 13F data, transcripts, and the plan limits.

When to Use

• Use when the user asks what a company's 10-K, 10-Q or 8-K says about a topic and wants the passage quoted.
• Use when the user wants an income statement, balance sheet or cash-flow statement for a fiscal year or quarter.
• Use when the user asks who bought or sold shares: company insiders (Forms 4 and 5), 13F institutional holders, or members of Congress.
• Use when the user wants an earnings call transcript or daily price history for a US-listed stock.
• Do not use for order execution, crypto or non-US macro series. Equibles never places trades.

Access and Authentication

MCP server (preferred when the client supports it)

• Endpoint: https://mcp.equibles.com/mcp (Streamable HTTP), listed in the official MCP registry as io.github.daniel3303/equibles.
• ChatGPT and Claude connect over OAuth with no API key. In Claude Code: claude mcp add --transport http equibles https://mcp.equibles.com/mcp, then run /mcp and choose Authenticate.
• If the client already has it connected, prefer its tools (SearchDocuments, GetFinancialStatement, GetInsiderTransactions, GetTopHolders, GetEarningsCallTranscript) over raw HTTP calls.
• Most tools only read data. Portfolio, watchlist and feedback tools write to the user's own Equibles account; call them only when the user asks.

REST API

• Base URL: https://api.equibles.com/v1. OpenAPI spec: https://api.equibles.com/openapi/v1.json.
• Every request needs an API key (it starts with eq_). Read it from the EQUIBLES_API_KEY environment variable and send it as Authorization: Bearer $EQUIBLES_API_KEY. Never put the key in the URL or print it.
• A request without a key returns HTTP 401 with "code": "unauthorized". That means a key is needed, not that the data is missing.
• Responses are JSON with camelCase fields and yyyy-MM-dd dates. Paged endpoints return data plus meta (limit, offset, count, hasMore).
• Errors share one shape: {"error": {"code", "message", "status"}}.

Plans

• The free plan allows 100 requests a day, shared between MCP tool calls and REST requests, and resets at 00:00 UTC. No credit card.
• Free covers end-of-day prices. Option chains and intraday quotes need a Plus or Pro plan.
• REST responses with status 400 to 599 do not count against the daily allowance.

How It Works

Step 1: Search filings for the topic

curl -s -H "Authorization: Bearer $EQUIBLES_API_KEY" \
  "https://api.equibles.com/v1/stocks/AAPL/filings/search?query=tariffs&documentType=TenK&limit=3" \
  | jq '.data[] | {documentId, documentTypeName, filedDate, startLineNumber, url, text}'

Use /v1/filings/search?query=... (no ticker in the path) to search every company. Each excerpt carries a documentId and the line where it starts.

Step 2: Read the surrounding lines

curl -s -H "Authorization: Bearer $EQUIBLES_API_KEY" \
  "https://api.equibles.com/v1/filings/$DOCUMENT_ID/lines?startLine=698&endLine=764" \
  | jq -r '.lines[] | "\(.number): \(.text)"'

Start at the excerpt's startLineNumber (Apple's tariff risk factor sat at line 698 of its 2025 10-K) and read at most 500 lines per request. Quote from these lines, and cite the filing type and filedDate.

Step 3: Pull the numbers

curl -s -H "Authorization: Bearer $EQUIBLES_API_KEY" \
  "https://api.equibles.com/v1/stocks/MSFT/financial-statements/income?year=2025&period=FY" \
  | jq '{companyName, fiscalYear, fiscalPeriod, rows: [.data[] | {lineItem, value, unit, periodStart, periodEnd, form, filedDate}]}'

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