SearchBrokerCheckSearch FINRA BrokerCheck for registered individual brokers and financial representatives by name. Returns CRD number, current firm, registration statu
SearchBrokerCheckFirmSearch FINRA BrokerCheck for broker-dealer firms by name. Returns firm CRD, registration status, city, state, and disclosure flag. Use this tool when:
GetBrokerCheckDetailRetrieve the full FINRA BrokerCheck profile for one individual using their CRD number. Returns complete employment history, exam qualifications, licen
SearchIAPDFirmSearch the SEC Investment Adviser Public Disclosure (IAPD) database for registered investment advisor (RIA) firms by name. Returns firm CRD, registrat
GetIAPDFirmDetailRetrieve 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, fe
SearchEdgar13FSearch SEC EDGAR for 13F-HR institutional holdings filings by institution name. Returns filing date, entity name, period of report, and accession numb
GetEdgarCompanyFilingsRetrieve all SEC filings for a company or institution using its CIK (Central Index Key). Returns every filing on record: form type, date, accession nu
GetTerritoryWealthProfileRetrieve US Census American Community Survey (ACS) income and wealth proxy data for a ZIP code or state. Returns median household income, median home
GetTickerInfoFetch 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 r
GetPriceHistoryFetch OHLCV (Open, High, Low, Close, Volume) price history for one ticker. Returns daily, weekly, monthly, or intraday bars over any period. Use this
GetMultiTickerHistoryFetch OHLCV price history for multiple tickers in a single call. Returns a flattened table with columns like 'AAPL_Close', 'SPY_Volume', etc. Use this
GetOptionsExpirationsList all available options expiry dates for a ticker. Use this before calling GetOptionsChain to find a valid expiry date. Use this tool when: - You w
GetOptionsChainFetch the full options chain (calls and puts) for one expiry date. Returns strike price, bid, ask, last price, implied volatility, open interest, and
GetFinancialsFetch 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, trans
GetEarningsHistoryFetch earnings history (EPS actual vs estimate, surprise %) and upcoming earnings dates with consensus estimates. Also returns forward EPS estimates b
GetAnalystRatingsFetch analyst buy/sell/hold consensus ratings, current price targets (low, high, mean, median), and the full history of analyst upgrades and downgrade
GetHoldersFetch ownership data for a stock: top institutional holders, mutual fund holders, and recent insider transactions (buys/sells by executives). Use this
GetDividendsAndSplitsFetch the full history of cash dividends, stock splits, and combined corporate actions for a ticker. Returns date, amount/ratio for each event. Use th
+14 more tools
No proxied traffic observed for this host yet. Connect it at /connect and its grade gains a measured Reliability score + per-tool behavioral evidence — the half a static scan can't produce.
We re-grade mcp.fin-discovery.com on a schedule and alert your Slack/webhook the moment its tools change or its grade drops — rug-pull insurance for the connection.
Add the wmcp.sh trust oracle as an MCP server and call grade_mcp_server / check_mcp_drift in your agent's pre-connection gate:
https://wmcp.sh/mcp/trust
readOnly vs observed behavior) layer on via the wmcp.sh proxy.