Fintel Discovery — Financial Intelligence for AI Agents
Delivers public regulatory and market data from 11 key sources such as FINRA, SEC, Census, FRED
| Endpoint | https://ai.fin-discovery.com/mcp (streamable-http) |
|---|---|
| Registry version | 1.0.2 |
| Now | 32 tools · grade D (55) · pin ts_d2b92b1b210918605be0a2dbb43ab086 · protocol 2025-06-18 |
| First / last listed | 2026-11-08 01:28 UTC / 2026-11-08 01:28 UTC |
| Grade over time | 2026-11-08: D (55), 32 tools |
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Tools: SearchBrokerCheck SearchBrokerCheckFirm GetBrokerCheckDetail SearchIAPDFirm GetIAPDFirmDetail SearchEdgar13F GetEdgarCompanyFilings GetTerritoryWealthProfile GetTickerInfo GetPriceHistory GetMultiTickerHistory GetOptionsExpirations GetOptionsChain GetFinancials GetEarningsHistory GetAnalystRatings GetHolders GetDividendsAndSplits GetFundProfile LookupTicker SearchFundsByCategory GetFundFees Get13FHoldings SearchIAPDIndividual GetIAPDIndividualDetail SearchFredSeries GetFredSeriesData MapInstrumentIds SearchFigiInstruments SearchLEI GetLEIDetail GetAdvisorBenchmarks
SearchBrokerCheck |
Search FINRA BrokerCheck for registered individual brokers and financial
representatives by name. Returns CRD number, current firm, registration
status, and whether the individual has any disclosures on record.
Use this tool when:
- You need to find the CRD number for a named advisor or rep
- You want to verify registration status for a specific in params: params |
SearchBrokerCheckFirm |
Search FINRA BrokerCheck for broker-dealer firms by name. Returns firm
CRD, registration status, city, state, and disclosure flag.
Use this tool when:
- You need the CRD number for a broker-dealer firm (e.g. UBS, Raymond James)
- You want to distinguish between similarly named firms by location
- You are building a territory map of BD firms in a st params: params |
GetBrokerCheckDetail |
Retrieve the full FINRA BrokerCheck profile for one individual using
their CRD number. Returns complete employment history, exam qualifications,
licenses held, and all disclosure details.
Use this tool when:
- You have a CRD (from SearchBrokerCheck) and want full profile detail
- You need employment history, prior firms, or qualification data for a params: params |
SearchIAPDFirm |
Search the SEC Investment Adviser Public Disclosure (IAPD) database for
registered investment advisor (RIA) firms by name. Returns firm CRD,
registration status, AUM, employee count, state, and office city.
Use this tool when:
- You need the CRD or AUM for a named RIA firm
- You are looking up Form ADV data for a firm
- You want to distingu params: params |
GetIAPDFirmDetail |
Retrieve the full Form ADV filing detail for one RIA firm by its CRD number.
Returns all Form ADV Part 1 fields: client types, advisory activities, fee
arrangements, custody information, office locations, and affiliated entities.
Use this tool when:
- You have a firm CRD (from SearchIAPDFirm) and want complete ADV detail
- You need office locations params: params |
SearchEdgar13F |
Search SEC EDGAR for 13F-HR institutional holdings filings by institution
name. Returns filing date, entity name, period of report, and accession
number. Any institution managing more than $100M in equity must file
quarterly 13Fs — this reveals their fund strategies and product usage.
Use this tool when:
- You want to see what funds or ETFs a firm params: params |
GetEdgarCompanyFilings |
Retrieve all SEC filings for a company or institution using its CIK
(Central Index Key). Returns every filing on record: form type, date,
accession number, and description. Useful for tracking all regulatory
disclosures from a specific institution over time.
Use this tool when:
- You have a CIK and want to see all filing activity for a company
params: params |
GetTerritoryWealthProfile |
Retrieve US Census American Community Survey (ACS) income and wealth proxy
data for a ZIP code or state. Returns median household income, median home
value, total household count, and the count and share of households earning
$100k or more — useful for scoring territory opportunity for financial advisors.
Key metrics returned:
- median_hh_income: M params: params |
GetTickerInfo |
Fetch the full Yahoo Finance profile for a stock, ETF, mutual fund, crypto,
or index. Returns name, sector, industry, market cap, P/E ratio, 52-week
range, beta, dividend yield, description, and 60+ other metadata fields.
Use this tool when:
- You need a quick summary of what a company or fund is and its valuation
- You want sector/industry classif params: params |
GetPriceHistory |
Fetch OHLCV (Open, High, Low, Close, Volume) price history for one ticker.
Returns daily, weekly, monthly, or intraday bars over any period.
Use this tool when:
- You need historical price or volume data for a stock, ETF, or crypto
- You want to analyze performance over a specific time range
- You need to compute returns, volatility, or trend analy params: params |
GetMultiTickerHistory |
Fetch OHLCV price history for multiple tickers in a single call.
Returns a flattened table with columns like 'AAPL_Close', 'SPY_Volume', etc.
Use this tool when:
- You are comparing performance across multiple securities
- You need correlated price data for a portfolio or basket of tickers
- You want to compute relative performance or correlation m params: params |
GetOptionsExpirations |
List all available options expiry dates for a ticker. Use this before
calling GetOptionsChain to find a valid expiry date.
Use this tool when:
- You want to know which options contracts exist for a stock or ETF
- You need a specific expiry date to pass into GetOptionsChain
Source: Yahoo Finance via yfinance. No API key required.
params: params |
GetOptionsChain |
Fetch the full options chain (calls and puts) for one expiry date.
Returns strike price, bid, ask, last price, implied volatility, open
interest, and volume for every contract.
Use this tool when:
- You are researching options strategies for a stock or ETF
- You need implied volatility across strikes for a specific expiry
- You want to see params: params |
GetFinancials |
Fetch income statement, cash flow statement, or balance sheet for a stock.
Returns up to 4 years of annual data or 4 quarters of quarterly data,
transposed so each row is one reporting period.
Use this tool when:
- You need revenue, net income, EPS, or operating margins
- You want cash flow from operations, CapEx, or free cash flow
- You ne params: params |
GetEarningsHistory |
Fetch earnings history (EPS actual vs estimate, surprise %) and upcoming
earnings dates with consensus estimates. Also returns forward EPS estimates
by quarter and fiscal year.
Use this tool when:
- You want to see how a company has performed vs EPS expectations
- You need the next earnings date and the consensus estimate
- You are analyzin params: params |
GetAnalystRatings |
Fetch analyst buy/sell/hold consensus ratings, current price targets
(low, high, mean, median), and the full history of analyst upgrades
and downgrades with firm name, fromGrade, toGrade, and action.
Use this tool when:
- You want to know the current Wall Street consensus on a stock
- You need analyst price target range (upside/downside to target)
params: params |
GetHolders |
Fetch ownership data for a stock: top institutional holders, mutual fund
holders, and recent insider transactions (buys/sells by executives).
Use this tool when:
- You want to know which institutions or funds own a stock
- You are checking for insider buying or selling activity
- You need institutional ownership concentration data
holder_t params: params |
GetDividendsAndSplits |
Fetch the full history of cash dividends, stock splits, and combined
corporate actions for a ticker. Returns date, amount/ratio for each event.
Use this tool when:
- You need dividend history or yield calculation inputs
- You are researching dividend growth over time
- You want to verify stock split history for return calculations
Source: params: params |
GetFundProfile |
Fetch ETF or mutual fund specific data: top holdings with weight %,
sector allocations, expense ratio, bond credit quality ratings,
and equity style characteristics.
Use this tool when:
- You need the top 10 holdings and their weights for an ETF or fund
- You want sector allocation breakdown (tech %, financials %, etc.)
- You need bond rati params: params |
LookupTicker |
Search for a Yahoo Finance ticker symbol by company name, fund name,
or keyword. Returns matching symbols with exchange and asset type.
Use this when you have a name but need the ticker symbol.
Use this tool when:
- You know a company name but not its ticker symbol
- You want to find the ticker for a specific ETF or mutual fund
- You are di params: params |
SearchFundsByCategory |
Search SEC EDGAR for mutual fund and ETF filers by investment category or
keyword. Queries N-1A and 485BPOS (and N-2 for closed-end) prospectus filings.
Returns entity name, CIK, form type, and filing date.
PRIMARY USE: Step 1 of fee comparison. Feed the returned CIKs directly into
GetFundFees to retrieve expense ratios for each fund.
Example quer params: params |
GetFundFees |
Retrieve expense ratios and fee breakdown for a mutual fund or ETF using
its SEC CIK. Reads structured XBRL data filed with prospectuses using the
SEC Risk/Return (rr:) taxonomy. Returns:
- net_expense_ratio — total annual cost to the investor (%)
- gross_expense_ratio — before waivers/reimbursements (%)
- management_fee — advisor/su params: params |
Get13FHoldings |
Fetch and parse the complete equity holdings table from a specific SEC 13F-HR
filing. Any institution managing more than $100M in US equities must file
quarterly — this reveals their exact portfolio positions.
Returns one record per position:
- name_of_issuer — company name (e.g. 'APPLE INC')
- cusip — 9-character CUSIP i params: params |
SearchIAPDIndividual |
Search SEC IAPD (Investment Adviser Public Disclosure) for individual
investment advisor representatives (IARs) by name. Returns CRD number,
current employer, registration states, and exam history.
Use this tool when:
- You need to look up an individual financial advisor (not a firm)
- You want to verify an advisor's IA registration status
params: params |
GetIAPDIndividualDetail |
Retrieve the full SEC IAPD profile for one individual investment advisor
representative using their CRD number. Returns complete registration history,
exam qualifications, employment history, and any disclosures.
Use this tool when:
- You have a CRD (from SearchIAPDIndividual) and need the full profile
- You need an advisor's complete Form ADV Part params: params |
SearchFredSeries |
Search the Federal Reserve Bank of St. Louis FRED database for economic
data series by keyword. Returns series ID, title, frequency, units,
seasonal adjustment, and date range.
Use this tool when:
- You need to find the right FRED series ID before fetching data
- You want to discover what macro data is available for a topic
- You are lookin params: params |
GetFredSeriesData |
Fetch time-series observation data from FRED for a specific economic
series. Returns date + value pairs with series metadata (title, units,
frequency). Use SearchFredSeries first if you don't know the series ID.
Use this tool when:
- You need historical macro data (rates, inflation, GDP, unemployment)
- You want to provide macro context alongside a params: params |
MapInstrumentIds |
Map financial instrument identifiers between different ID systems using
Bloomberg's OpenFIGI service. Converts between ticker symbols, ISINs,
CUSIPs, and FIGIs in a single call.
Use this tool when:
- You have a ticker and need the ISIN or CUSIP (or vice versa)
- You are normalizing instrument IDs when combining data from EDGAR,
Yahoo Fina params: params |
SearchFigiInstruments |
Search Bloomberg OpenFIGI for financial instruments by name or keyword.
Returns FIGI, ticker, exchange, security type, and composite FIGI for
each matching instrument.
Use this tool when:
- You know the company name but not the ticker or FIGI
- You want to find all instruments (ETFs, options, futures) for a name
- You need to discover what params: params |
SearchLEI |
Search the Global Legal Entity Identifier Foundation (GLEIF) database
for Legal Entity Identifiers (LEIs) by entity name. Returns the 20-character
LEI code, legal name, registration status, legal address, and jurisdiction.
Use this tool when:
- You need the LEI for a financial institution or fund company
- You want to verify the legal registration params: params |
GetLEIDetail |
Retrieve the full GLEIF LEI record for one legal entity using its
20-character LEI code. Returns legal name, registration status, legal
address, headquarters address, managing LOU, and renewal dates.
Use this tool when:
- You have a LEI (from SearchLEI) and need full entity details
- You want to verify the registration status and renewal date
params: params |
GetAdvisorBenchmarks |
Return Kitces Research advisor practice benchmark data for independent
and RIA-affiliated financial advisors. Covers median and top-quartile
metrics across five categories:
- revenue: revenue per client, total firm revenue, growth rates
- fees: AUM fee schedules, retainer and hourly rates
- technology: software adoption rates and tech spend
params: params |
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