# EquiReason (remote · api.equireason.com)

US stock research: filed records, filing events, insider trades, 13F; plan research when signed in.

- Trust score: 73/100 (medium)
- Registry status: active
- Liveness: live
- Owner verified: no
- Last scored: 2026-11-05

## Components

- remote · `api.equireason.com`: 73/100 (this document), [markdown](https://verifymcp.io/servers/com-equireason-equireason/api.md), [page](https://verifymcp.io/servers/com-equireason-equireason/api)

## Channel facts

- Endpoint: `https://api.equireason.com/mcp`
- Transports: `streamable-http`
- Auth: `none`
- Version: `1.0.0`

## Trust breakdown

How this component scores in each security and reliability category. Every signal is checked automatically against the live server, and we only credit what we can confirm. Scores are 0–100 per category. Scoring method: https://verifymcp.io/docs/scoring (what has changed: https://verifymcp.io/docs/scoring/changelog)

Scored 2026-11-05.

- **Endpoint Security**: 80/100
  - The endpoint's TLS certificate is valid, in date, and uses a strong key.
  - No authorisation is required to call this server. Every tool declares its destructiveHint and none is destructive, so open access doesn't expose one.
  - HTTPS is enforced; there's no plaintext access path.
  - The HSTS (Strict-Transport-Security) header is present.
  - DNSSEC check failed: this domain isn't protected by DNSSEC.
- **Transport & Reachability**: 100/100
  - Verified streamable-http transport via a live MCP handshake.
- **Schema Quality & AI Usability**: 70/100
  - AI-judged instruction clarity (good).
  - Tool/resource definitions use about 703 tokens (~87/item across 8 items; 8 tools + 0 resources), lean.
  - Usage-examples check failed: none of the tools include examples.
- **Stability & Change Management**: 10/100
  - Stability observed for 3 of 30 days with no destabilising changes; credit accrues until the full window elapses.
- **Tool Coverage**: 92/100
  - 100% of tools have a non-trivial description (not blank, and not just the tool's name).
  - 75% of tool parameters carry a description.
- **Tool Safety**: 100/100
  - No prompt-injection markers were found in the server instructions, tool names or descriptions we captured.
  - We read all 8 captured tool definition(s), and no name or description among them implies an irreversible operation.
  - An AI judge read all 9 captured unit(s) of tool text and found none that tries to manipulate the model reading it.
- **Capabilities**: 100/100
  - Implements a supported MCP spec version (2025-11-25); the latest is 2026-07-28.

## Install

### How do I install the EquiReason MCP server?

EquiReason is a hosted endpoint at https://api.equireason.com/mcp, so there is nothing to install locally. Ready-made configuration for Claude, Cursor, VS Code, Codex and 5 more is on this page, copied from each client's own documentation.

### Claude

```bash
claude mcp add --transport http com-equireason-equireason 'https://api.equireason.com/mcp'
```

### Cursor

```json
{
  "mcpServers": {
    "com-equireason-equireason": {
      "url": "https://api.equireason.com/mcp"
    }
  }
}
```

### VS Code

```json
{
  "servers": {
    "com-equireason-equireason": {
      "type": "http",
      "url": "https://api.equireason.com/mcp"
    }
  }
}
```

### Codex

```toml
[mcp_servers.com-equireason-equireason]
url = "https://api.equireason.com/mcp"
```

### opencode

```json
{
  "$schema": "https://opencode.ai/config.json",
  "mcp": {
    "com-equireason-equireason": {
      "type": "remote",
      "url": "https://api.equireason.com/mcp",
      "enabled": true
    }
  }
}
```

### OpenClaw

```bash
openclaw mcp add com-equireason-equireason --url 'https://api.equireason.com/mcp' --transport streamable-http
```

### Hermes

```yaml
mcp_servers:
  com-equireason-equireason:
    url: "https://api.equireason.com/mcp"
```

### Netclaw

```json
{
  "McpServers": {
    "com-equireason-equireason": {
      "Transport": "http",
      "Url": "https://api.equireason.com/mcp"
    }
  }
}
```

### Vellum

```bash
assistant mcp add com-equireason-equireason -t streamable-http -u 'https://api.equireason.com/mcp'
```

### Other

```json
{
  "mcpServers": {
    "com-equireason-equireason": {
      "type": "http",
      "url": "https://api.equireason.com/mcp"
    }
  }
}
```

The mcpServers block is a cross-client convention. Remote transports vary, so check your client's docs.

## Changelog

Every change recorded for this component, newest first. Days that predate change tracking, or that we cannot explain, say so: "we were watching and nothing happened" and "we were not watching" are different claims.

### 2026-11-05 (score 73, 0)

- [functional improvement] Tool coverage: 67% → 75%
- [cosmetic] “list_filing_events” added an optional parameter “limit”
- [cosmetic] “list_filing_events” added an optional parameter “offset”
- [cosmetic] “list_filing_events” added an optional parameter “snapshot”

### 2026-11-04 (score 73, +1)

No change was recorded against any check on this day. Stability & Change Management went from 3 to 7. That category is still filling its 30-day observation window: 1 days of observed history at the previous scan, 2 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-11-03 (score 72, 0)

- [functional improvement] Stability: unverified → 0.03

### 2026-11-02 (score 72)

First indexed and scored.

## MCP tools (8)

### `search_companies` (~55 tokens)

Search companies

Find US-listed companies covered by EquiReason by ticker or name. Returns ticker, name, sector and the company page.

Input parameters:

- `limit` (integer)
- `query` (string, required): Ticker or part of the name

### `get_company` (~116 tokens)

Get a company's filed record

A company's filed record: annual income, balance-sheet and cash-flow lines from SEC XBRL, revenue mix by reported segment, the latest filings with plain-language summaries and links, Form 4 insider trades (planned vs unplanned), 13F holder counts by quarter, risk-factor changes and earnings-call dates. Signed in, it adds the research the user's plan includes: the verdict and its reasons, what would change it, valuation, prices and analyst estimates.

Input parameters:

- `ticker` (string, required): US ticker, e.g. AAPL

### `list_filing_events` (~138 tokens)

List this week's filing events

Companies with a given event in the last 7 days (or an earlier ISO week): guidance raised or cut, unplanned insider buying, executive changes, acquisitions, buybacks, layoffs. Each row quotes the filing or call.

Input parameters:

- `kind` (string, required)
- `limit` (integer): Rows per page (default 50)
- `offset` (integer): Zero-based row offset; use `next` from the previous page
- `snapshot` (string): Snapshot from the first page; detects changed lists
- `week` (string): Optional ISO week such as 2026-w44; omit for the last 7 days

### `list_funds` (~31 tokens)

List tracked funds

The institutional investors EquiReason tracks, with their latest 13F period, position count and reported value.

### `get_fund_holdings` (~56 tokens)

Get a fund's 13F holdings

A tracked fund's latest 13F: positions with shares and reported value, what changed against the prior quarter, and positions it exited.

Input parameters:

- `fund` (string, required): Fund name or slug, e.g. Berkshire Hathaway

### `list_trends` (~27 tokens)

List market trends

The market trends EquiReason is following, with how many companies' filings describe each.

### `get_trend` (~55 tokens)

Get a market trend

One trend: the industries it supports, its knock-on effects with their expected lag, the evidence count by source type, and the conditions that would end it.

Input parameters:

- `trend_id` (string, required): trend_id from list_trends

### `get_opportunities` (~66 tokens)

Rank opportunities

Companies ranked by EquiReason's verdict, with band, score, the matched trend and the evidence count — optionally for one trend. Requires signing in; depth follows the plan.

Input parameters:

- `limit` (integer)
- `trend` (string): Optional trend_id from list_trends

## Diagnostics

Captured diagnostic sections: TLS, DNSSEC, Authorisation, Transports. The full working is on the page: https://verifymcp.io/servers/com-equireason-equireason/api#diagnostics

## Score history

- 2026-11-05: 73
- 2026-11-04: 73
- 2026-11-03: 72
- 2026-11-02: 72

## Common questions

### What is the EquiReason MCP server?

EquiReason is an MCP server listed in the public MCP registry as com.equireason/equireason. US stock research: filed records, filing events, insider trades, 13F; plan research when signed in. This page covers its hosted endpoint (https://api.equireason.com/mcp).

### Is the EquiReason MCP server safe to use?

EquiReason scores 73 out of 100 on VerifyMCP. That is a record of what we were able to check automatically, not an endorsement. The category breakdown on this page shows every signal behind the number, including the ones we could not confirm.

### What tools does the EquiReason MCP server expose?

EquiReason exposes 8 tools: search_companies, get_company, list_filing_events, list_funds, get_fund_holdings, and 3 more. Their descriptions and schemas cost roughly 544 tokens of context every time the server is loaded.

### Does the EquiReason MCP server require authentication?

No. We connected to EquiReason without credentials and it answered, so anything it exposes is reachable by anyone who knows the address.

### Is the EquiReason MCP server still maintained?

EquiReason is still listed as active in the MCP registry. We last reached this channel on 5 November 2026. Those dates come from our own scans of the registry and the channel itself, not from anything the publisher announced.

## Links

- Remote endpoint: https://api.equireason.com/mcp
- Website: https://equireason.com/connect
- Changelog RSS feed: https://verifymcp.io/servers/com-equireason-equireason/api.xml
- Changelog JSON feed: https://verifymcp.io/servers/com-equireason-equireason/api.json
- HTML version of this page: https://verifymcp.io/servers/com-equireason-equireason/api