Financial Datasets

Quality – / 100not scored

Not scored: fewer than three checks apply, usually because no remote answered a credential-free probe or the server is a local package.

Tool list unknown · tools last changed 2026-10-15 · checked 2026-10-20 16:30 UTC

Tool changes

• 2026-10-15fd_filingsremoved

  Recent SEC filings for <ticker> — the company's latest EDGAR filings (10-K, 10-Q, 8-K, 20-F, 6-K). Returns filing type, report period, filing date, and document URL. Optionally filter by filing_type. Example: fd_filings({ ticker: "AAPL", filing_type: "8-K", limit: 20, _apiKey: "your-key" })

• 2026-10-15fd_insider_transactionsremoved

  Insider (Form 4) transactions for <ticker> — recent buys/sells by officers, directors, and 10%+ owners as reported on SEC Form 3/4/5. Returns insider name, title, transaction type, shares, price, date, and board-director flag. Example: fd_insider_transactions({ ticker: "AAPL", limit: 25, _apiKey: "your-key" })

• 2026-10-15fd_investor_portfolioremoved

  What does fund <investor> hold (institutional 13F portfolio) — every long position an institutional filer reported in its latest SEC Form 13F. Identified by the fund's 10-digit zero-padded SEC CIK (e.g. Berkshire Hathaway = 0001067983). Returns ticker, shares, market value, and report period per position. Example: fd_investor_portfolio({ filer_cik: "0001067983", limit: 50, _apiKey: "your-key" })

• 2026-10-15fd_institutional_holdersremoved

  Who holds <ticker> (institutional 13F holders) — the institutional investors (funds, asset managers) that report holding a stock in their latest SEC Form 13F. Returns investor name, shares held, market value, and report period. Example: fd_institutional_holders({ ticker: "AAPL", limit: 25, _apiKey: "your-key" })

• 2026-10-15forgetremoved

  Delete a previously stored memory by key. Use when context is stale, the task is done, or you want to clear sensitive data the agent saved earlier. Pair with remember and recall.

• 2026-10-15recallremoved

  Retrieve a value previously saved via remember, or list all saved keys (omit the key argument). Use to look up context the agent stored earlier — the user's target ticker, an address, prior research notes — without re-deriving it from scratch. Scoped to your identifier (anonymous IP, BYO key hash, or account ID). Pair with remember to save, forget to delete.

• 2026-10-15rememberremoved

  Save data the agent will need to reuse later — across this conversation or across sessions. Use when you discover something worth carrying forward (a resolved ticker, a target address, a user preference, a research subject) so you don't have to look it up again. Stored as a key-value pair scoped by your identifier. Authenticated users get persistent memory; anonymous sessions retain memory for 24 hours. Pair with recall to retrieve later, forget to delete.

• 2026-10-15pipeworx_feedbackremoved

  Tell the Pipeworx team something is broken, missing, or needs to exist. Use when a tool returns wrong/stale data (bug), when a tool you wish existed isn't in the catalog (feature/data_gap), or when something worked surprisingly well (praise). ONLY for tools served by this Pipeworx connection — if the tool came from a different MCP server in your client (another vendor's Gmail, Splunk, Slack, etc. connector), we cannot fix it and reporting it here only delays you; file it with that server instead. Not sure? Pipeworx tool names are the ones this connection lists. Describe the issue in terms of Pipeworx tools/packs — don't paste the end-user's prompt. Filing without an account returns a `claim_token`; pass it back later as pipeworx_feedback({claim_token:"pwfb_…"}) to read whether it was fixed and what changed. The team reads digests daily and signal directly affects roadmap. Rate-limited to 5 per identifier per day. Free; doesn't count against your tool-call quota.

• 2026-10-15scan_competitor_ai_presenceremoved

  Compare AI visibility across multiple entities side-by-side. Probes each entity (your brand + N competitors) with ai_visibility_check, ranks by score, surfaces which is most/least recognized. Useful for competitive AI-marketing audits: "does Claude know about us as well as our competitors?". Returns ranked list with score, confidence, signal density per entity.

• 2026-10-15ai_visibility_checkremoved

  Probe one or more LLMs for what they know about a business / brand / product / topic and score visibility (0-100) per model. Default model is Workers AI Llama-3.3-70b (free); pass `_apiKey` to also probe Anthropic (BYO key — you pay Anthropic directly for those calls). Returns per-model {score, confidence, signals, raw_response} + a combined view. Useful for AI-marketing audits, pre-launch brand checks, competitive monitoring.

Showing the latest 10. Full history: list_changes · trend: quality JSON.

Checks run on what our credential-free, read-only probes observe; tools are never called and no code audit is performed. How it is computed.