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Margin of Insight — Equity Research

by marginofinsight.com · remote · no sign-in to list tools · v1.0.0 · published by com.marginofinsight

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

Changes · 1
CompareRegistry entry

6 tools: 1 change things and 5 only read.

Scanned Oct 21, 2026

No check matched anything in the tool definitions. No finding is not a safety guarantee. How the checks work.

claude mcp add --transport http research https://app.marginofinsight.com/api/mcp

Tools

Open a tool for its reasons and full description. Descriptions are the publisher's own words, shown as they are.

6 tools

Changes things 1Claude Code: ask
  • request_coverageRequest research coverage for a US-listed company not yet in the coverage universe.No findings

    Why it is in this group

    • The name "request_coverage" says "request": a word for a change.
    Description, as the server wrote it
    Request research coverage for a US-listed company not yet in the coverage universe. Coverage is typically added within 24-48 hours. Free.
Only reads 5Claude Code: allow
  • get_company_primerGet a free company primer for any US-listed company.No findings

    Why it is in this group

    • The name "get_company_primer" says "get": a word for reading.
    Description, as the server wrote it
    Get a free company primer for any US-listed company. Returns business overview, financial snapshot, and recent catalysts. No payment required.
  • get_fundamental_analysisGet fundamental analysis (12 research steps: revenue breakdown, earnings analysis, competitive positioning, financial trends, risk register, balance sheet, capital allocation, retu…No findings

    Why it is in this group

    • The name "get_fundamental_analysis" says "get": a word for reading.
    Description, as the server wrote it
    Get fundamental analysis (12 research steps: revenue breakdown, earnings analysis, competitive positioning, financial trends, risk register, balance sheet, capital allocation, returns on capital (ROIC), industry context). Costs $1.00. Pay with a Stripe Shared Payment Token: send `Authorization: Bearer spt_…` on the HTTP transport. See https://docs.stripe.com/agentic-commerce/concepts/shared-payment-tokens.
  • get_investment_memoGet a full investment memo (21 research steps including DCF valuation, moat analysis, management quality, scenario analysis, returns on capital, institutional and insider activity,…No findings

    Why it is in this group

    • The name "get_investment_memo" says "get": a word for reading.
    Description, as the server wrote it
    Get a full investment memo (21 research steps including DCF valuation, moat analysis, management quality, scenario analysis, returns on capital, institutional and insider activity, and investment thesis). Equivalent to a sell-side initiation note. Costs $2.00. Pay with a Stripe Shared Payment Token: send `Authorization: Bearer spt_…` on the HTTP transport. See https://docs.stripe.com/agentic-commerce/concepts/shared-payment-tokens.
  • list_coverageList all covered tickers with company name, sector, exchange, and last updated date.No findings

    Why it is in this group

    • The name "list_coverage" says "list": a word for reading.
    Description, as the server wrote it
    List all covered tickers with company name, sector, exchange, and last updated date. Free.
  • search_researchSearch covered companies by ticker or company name.No findings

    Why it is in this group

    • The name "search_research" says "search": a word for reading.
    Description, as the server wrote it
    Search covered companies by ticker or company name. Returns matching companies with ticker, name, sector, and exchange. Free.

This is not a safety rating, and no finding is not a safety guarantee. The groups and findings come from fixed checks of the tool definitions the server returned on the date shown, not from its code or what it does when called. How the checks work.

Install

Pinned to version 1.0.0. Values in angle brackets are yours to fill in.

claude mcp add --transport http research https://app.marginofinsight.com/api/mcp

Run in a terminal.

Claude Code permissions

Allow the reads, ask before a change, deny the deletes. Paste into .claude/settings.json.

.claude/settings.json
{
  "permissions": {
    "allow": [
      "mcp__research__get_company_primer",
      "mcp__research__get_fundamental_analysis",
      "mcp__research__get_investment_memo",
      "mcp__research__list_coverage",
      "mcp__research__search_research"
    ],
    "ask": [
      "mcp__research__request_coverage"
    ],
    "deny": []
  }
}

Tools that only read are allowed, tools that change things ask first, tools that delete or cancel are denied. It assumes the server is installed as research. Review it before you use it.