io.github.rezmeplxrf/insightsentry_mcp

Collect a bounded sample of live quotes or series. Stops after the message or duration limit and returns data messages as structured JSON.

Collect a bounded sample of live financial news. Stops after the message or duration limit and returns news items as structured JSON.

Download historical data over a from/to date range and save files locally as JSON, CSV, or both. second bars create one /history request per day, minute/hour bars create one /history request per month, and day/week/month bars use one /series request with dp=30000 and date filtering. Continuous futures ending in 1! or 2! are detected automatically and expanded to specific contract codes for second/minute/hour. Shows progress in the final summary and supports concurrency 1-10, default 5.

Get available bond screener parameters. Retrieve the list of available fields and parameters for bond screening → Returns {available_fields: string[], available_exchanges: string[], available_countries: string[], sortOrder: string[]}. All arrays are flat string arrays (field names, not objects). Next: use screen_bonds with these fields.

Get available crypto screener parameters. Retrieve the list of available fields and parameters for crypto screening → Returns {available_fields: string[], available_exchanges: string[], sortOrder: string[]}. All arrays are flat string arrays (field names, not objects). No country filter for crypto. Next: use screen_crypto with these fields.

Dividend calendar. Retrieve dividend calendar data for a specified time range → Returns {total_count: number, range: string, last_update: number, data: [{code: string, name: string, country: string, currency_code: string, market_cap: number, dividends_yield: number, dividend_ex_date_recent: number, dividend_ex_date_upcoming: number, dividend_payment_date_recent: number, dividend_payment_date_upcoming: number, dividend_amount_recent: number, dividend_amount_upcoming: number}]}. Default: current week. Use 'w' to look ahead (w=2 for next week, w=4 for a month out) or 'month' for one historical UTC month; w takes precedence. Filter by country with 'c' (e.g., 'US') or symbol with 'code' (e.g., 'NASDAQ:AAPL'). Use local=true with exactly one supported non-US country to return monetary values in its local reporting currency.

Read a document as {title, published_at, content}. Text extraction defaults to true. Set text=false to save PDF documents and return {stored_file, format, mime_type}; non-PDF documents still return JSON. Get document IDs from get_documents.

List documents for a symbol. Retrieve a list of available documents (filings, transcripts, reports) for a given symbol → Returns [{id: string, title: string, category: string, reported_time: number, is_available: boolean, is_pdf: boolean, fiscal_period?: string, fiscal_year?: number, form?: string}]. Use the id field with get_document to read content.

Earnings calendar. Retrieve earnings calendar data for a specified time range → Returns {total_count: number, range: string, last_update: number, data: [{code: string, name: string, country: string, currency_code: string, market_cap: number, earnings_release_date: number, earnings_release_next_date: number, earnings_per_share_fq: number, earnings_per_share_forecast_fq: number, earnings_per_share_forecast_next_fq: number, eps_surprise_fq: number, eps_surprise_percent_fq: number, revenue_fq: number, revenue_forecast_fq: number, revenue_forecast_next_fq: number, revenue_surprise_fq: number, revenue_surprise_percent_fq: number}]}. Default: current week. Use 'w' to look ahead or 'month' for one historical UTC month; w takes precedence. Filter by country with 'c' or symbol with 'code' (e.g., 'NASDAQ:AAPL'). Use local=true with exactly one supported non-US country to return monetary values in its local reporting currency.

Get available ETF screener parameters. Retrieve the list of available fields and parameters for ETF screening → Returns {available_fields: string[], available_exchanges: string[], available_countries: string[], sortOrder: string[]}. All arrays are flat string arrays (field names, not objects). Next: use screen_etfs with these fields.

Economic events calendar. Retrieve economic events calendar data for a specified time range → Returns {total_count: number, range: string, last_update: number, data: [{title?: string, country?: string, type?: string, currency?: string, importance?: string, date?: string, source_url?: string}]}. Default: current week. Use 'w' to look ahead or 'month' for one historical UTC month; w takes precedence. Filter by country with 'c'.

Meta data for /fundamentals endpoints. Retrieve the fundamentals schema and metadata. This endpoint returns the layout and definitions only — it does not include actual data, which are provided by /v3/symbols/{symbol}/fundamentals. → Returns {last_update: number, base: [{id: string, name?: string, category?: string, group?: string, type?: string, period?: string}], fundamental_series: [{id: string, name: string}], technical_series: [{id: string, name: string}]}. No values — schema only. Use this to discover and search available fields when you're unsure which field IDs exist (e.g., find cash flow fields, balance sheet metrics, valuation ratios) by scanning names and categories. Then call get_symbol_fundamentals with a specific symbol and filter its response to only the IDs you identified here. Use fundamental_series/technical_series IDs with get_fundamentals_series for historical data.

Fundamental Data in Time Series format. Retrieve historical data for specific indicators. A maximum of 5 Indicator IDs can be requested at a time. The list of available Indicator IDs is provided in the fundamental_series and technical_series fields of the /v3/symbols/fundamentals endpoint. Some parameters may not apply to certain Indicator IDs, and not all indicators are supported for every symbol. → Returns {code: string, total_items: number, last_update: number, data: [{id: string, name: string, data: [{time: number, close: number}]}]} — max 5 indicator IDs per request. If you don't know the available IDs, call get_fundamentals_meta or get_symbol_fundamentals first — both return field objects with {id, name, category} that you can use here. Not all indicators are available for every symbol.

IPO calendar. Retrieve IPO calendar data for a specified time range → Returns {total_count: number, range: string, last_update: number, data: [{code: string, name: string, country: string, currency: string, status: string, offer_time: number, offer_price: number, offered_shares: number, deal_amount: number, price_range: string, market_cap: number}]}. Default: current week. Use 'w' to look ahead or 'month' for one historical UTC month; w takes precedence. Filter by country with 'c' or symbol with 'code' (e.g., 'NASDAQ:AAPL').

News feed. Retrieve latest financial news with optional keyword and field-specific filtering → Returns {last_update: number, total_items: number, current_items: number, page: number, has_next: boolean, data: [{title?: string, content?: string, link?: string, published_at: number, related_symbols?: string[]}]}.

News feed sources. Retrieve the list of available news feed source names. → Returns {last_update: number, data: string[]}. Use an exact returned source name with the source parameter of get_newsfeed.

List option contracts. Retrieve available option contracts for a supported underlying symbol. Futures options are not currently supported by this endpoint. Supports filtering by exact strike, strike range around the current underlying price, expiration date, expiration date range, and option type. If no strike, range, expiration, from, or to selector is provided, range defaults to 1000. When a response includes next_token, request the next page by sending the same filters plus next_token. Use the /v3/symbols/quotes endpoint with the returned option codes to get latest trade price and volume (for example, codes=OPRA:AAPL270617C230.0,OPRA:AAPL270617C260.0, up to 10 codes per request). → Returns {underlying_code: string, last_update: number, last_price?: number, next_token?: string, data: [{code: string, description: string, expiration: string, type: string, status: string, style: string, strike_price: string, multiplier: string, size: string, open_interest?: string|null, open_interest_date?: string|null, close_price?: string|null, close_price_date?: string|null}]}. Use this to discover tradable option contract codes and metadata. If next_token is present, request the next page with the same filters plus next_token. Use get_options_snapshot for latest bars/quotes/trades, get_options_quotes for Greeks, get_quotes with returned codes for last trade price/volume, or get_symbol_series for historical OPRA option bars.

Option quotes by strike or expiration. Retrieve option quote rows with bid/ask, Greeks, implied volatility, strike, expiration, and contract metadata. Provide strike, range, expiration, from, or to to narrow results. If no strike, range, expiration, from, or to selector is provided, range defaults to 1000. When strike and range are both provided, strike takes precedence and range is ignored. Use the /v3/symbols/quotes endpoint with returned option codes when you need last trade price and volume (up to 10 codes per request). → Returns {underlying_code: string, last_update: number, last_price?: number, data: [{code?: string, type: string, strike_price: number, expiration: number, ask_price: number, bid_price: number, delta: number, gamma: number, theta: number, vega: number, rho: number, implied_volatility: number, theoretical_price: number, bid_iv: number, ask_iv: number}]}. Use strike, range, expiration, from, or to to narrow results. If no strike, range, expiration, from, or to selector is provided, range defaults to 1000. Use type, sortBy, and sort to narrow results, then filter for Greek thresholds. To get last trade price and volume of returned contracts, call get_quotes with the option codes (up to 10). For historical option price data use get_symbol_series.

Option snapshots. Retrieve latest option market snapshots for a supported underlying symbol. Futures options are not currently supported by this endpoint. Supports filtering by exact strike, strike range around the current underlying price, expiration date, expiration date range, and option type. If no strike, range, expiration, from, or to selector is provided, range defaults to 1000. When a response includes next_token, request the next page by sending the same filters plus next_token. Response timestamps are Unix timestamps in milliseconds. Snapshot rows include previous daily bar, current daily bar, latest quote, latest trade, Greeks, and implied volatility when available. → Returns {underlying_code: string, last_price?: number, next_token?: string, data: [{code: string, prev?: {time?: number, open?: number, high?: number, low?: number, close?: number, volume?: number, trade_count?: number, vwap?: number}, daily?: {time?: number, open?: number, high?: number, low?: number, close?: number, volume?: number, trade_count?: number, vwap?: number}, latest_quote?: {time?: number, ask?: number, ask_size?: number, bid?: number, bid_size?: number}, latest_trade?: {time?: number, last_price?: number, size?: number}, greeks?: {delta?: number, gamma?: number, rho?: number, theta?: number, vega?: number}, implied_volatility?: number}]}. Use this when you need latest option bars, quotes, trades, Greeks, and implied volatility in one response. Use CBOE:VIX_W for VIX weekly option snapshots. Use strike, range, expiration, from, or to to narrow results. If next_token is present, request the next page with the same filters plus next_token. If no strike, range, expiration, from, or to selector is provided, range defaults to 1000.

Latest quote data. Retrieve the latest quote data for up to 10 symbols → Returns {total_items: number, data: [{code: string, status?: string, last_price?: number, change?: number, change_percent?: number, volume?: number, bid?: number, ask?: number, bid_size?: number, ask_size?: number, market_cap?: number, open_price?: number, high_price?: number, low_price?: number, prev_close_price?: number, lp_time?: number, delay_seconds?: number, currency_code?: string, unit?: string}]}. For historical data use get_symbol_series. For company details use get_symbol_info.

SIP historical data for intraday periods. Retrieve historical data for specific time periods with deep archive access → Returns code, bar_type, optional last_update (Unix milliseconds), and series of OHLCV bars with time in Unix seconds. With abbr=true, rows follow series_keys; empty series may omit series_keys. Empty results may include error=data_unavailable, message, and available_start_date. Supports second bars for one New York day or minute/hour bars for one New York month selected by start_date.

Latest SIP quote data. Retrieve the latest quote data for up to 10 symbols. Successful rows include the current bid and ask. → Returns {last_update?: number|null, total_items: number, data: [{code: string, status: string, quote_time: number, bid: number, ask: number, bid_size?: number, ask_size?: number, last_price?: number, lp_time?: number, luld?: object, trading_status?: object}|{code: string, error: string, message?: string}]}. Use get_sip_series for historical bars.

Recent SIP Time Series (up to 30k bars). Retrieve recent bars or trades for a SIP symbol. Tick data is unadjusted. → Returns code, bar_type, last_update (Unix milliseconds), and series. Bars contain time, open, high, low, close, and volume; tick points contain time, close, volume, and optional trade_id, trade_exchange, tape, and trade_conditions. Point time is Unix seconds. With abbr=true, rows follow series_keys and may contain nulls, strings, or string arrays. Empty series may omit series_keys. Use get_sip_history for earlier intraday periods or get_sip_trades for all available trades on one date.

SIP trade history. Retrieve all available trades for one date, in time order. → Returns {code, last_update, bar_type: '1T', series: [{time, close, volume, trade_id?, trade_exchange?, tape?, trade_conditions?}]}. Point time is Unix seconds with millisecond precision; last_update is Unix milliseconds. Empty results return series: [], error=data_unavailable, and message. Use filter to summarize trades or store=json with output_file to save the response.

Get available stock screener parameters. Retrieve the list of available fields and parameters for stock screening → Returns {available_fields: string[], available_exchanges: string[], available_countries: string[], sortOrder: string[]}. All arrays are flat string arrays (field names, not objects). Next: use screen_stocks with these fields to filter the market.

List of contracts and its settlement date for futures symbols. Retrieve list of relatively recent contracts along with their settlement dates for futures symbols → Returns {base_code: string, contracts: [{code: string, settlement_date: string}]}. Use a specific contract code (e.g., CME_MINI:NQH2024) with get_symbol_history for deep history.

Fundamental data and statistics. Retrieve comprehensive fundamental data including company info, valuation ratios, profitability metrics, balance sheet, cash flow, income statement, and more → Returns {code: string, data: [{id: string, name?: string, category?: string, group?: string, type?: string, period?: string, value?: number|string|array}], last_update: number}. The data array contains hundreds of fields. Use filter to access: data[category='Valuation'] to filter by category, $distinct(data.category) to list categories. If you're unsure which fields exist, call get_fundamentals_meta first. Present only the fields relevant to the user's question — do NOT dump the entire response. For historical fundamentals use get_fundamentals_series.

Download historical data over a from/to date range and save files locally as JSON, CSV, or both. second bars create one /history request per day, minute/hour bars create one /history request per month, and day/week/month bars use one /series request with dp=30000 and date filtering. Continuous futures ending in 1! or 2! are detected automatically and expanded to specific contract codes for second/minute/hour. Shows progress in the final summary and supports concurrency 1-10, default 5.

Historical data as far as 20 years+ for intra-day historical data (second/minute/hour). Retrieve historical data for specific time periods with deep archive access → Returns {code: string, bar_type: string, bar_end?: number, last_update: number, series: [{time: number, open?: number, high?: number, low?: number, close: number, volume?: number, type?: string}]}. With abbr=true: {code: string, bar_type: string, bar_end?: number, last_update: number, series_keys: string[], series: number[][]} — compact arrays for reduced LLM token usage. Not all bar types include the same fields (e.g., tick data may only have [time, type, close]) — always check series_keys. Supports second/minute/hour bars only (for daily/weekly/monthly, use get_symbol_series). Returns one month of data per call. Iterate start_date (YYYY-MM) for longer ranges. For recent data (up to 30k bars) use get_symbol_series instead.

Symbol information and metadata. Retrieve detailed information about a symbol including type, currency, market data, splits, option information, and more. Not intended for current price data. → Returns {code: string, type?: string, name?: string, exchange?: string, currency_code?: string, base_currency?: string, min_contract?: number, volume_type?: string, country_code?: string, security_identifiers?: {isin?: string, cusip?: string, figi?: {country_composite?: string, exchange_level?: string}, cik?: string}, sector?: string, industry?: string, description?: string, ceo?: string, website?: string, status?: string, delay_seconds?: number, change?: number, change_percent?: number, open_price?: number, low_price?: number, high_price?: number, prev_close_price?: number, volume?: number, average_volume?: number, market_cap?: number, total_shares_outstanding?: number, splits?: [{time: number, factor: number}], all_time_high?: number, all_time_high_day?: number, all_time_low?: number, all_time_low_day?: number, earnings_per_share_fq?: number, earnings_release_date?: number, earnings_release_next_date?: number, price_earnings_ttm?: number, dividends_yield?: number, beta_1_year?: number, option_info?: [{name: string, type: string, series: [{expiration_date: number, lot_size?: number, underlying: string, strikes: number[]}]}], has_backadjustment?: boolean, point_value?: number, ...}. Only 'code' is guaranteed — all other fields depend on the asset type. For fundamentals use get_symbol_fundamentals. For option contracts use get_options_contracts; for filtered option quote rows and Greeks use get_options_quotes.

Recent Time Series (up to 30k bars). Retrieve recent historical OHLCV data for a symbol with configurable time intervals and adjustments → Returns {code: string, bar_type: string, bar_end?: number, last_update: number, series: [{time: number, open?: number, high?: number, low?: number, close: number, volume?: number, type?: string}]}. With abbr=true: {code: string, bar_type: string, bar_end?: number, last_update: number, series_keys: string[], series: number[][]} — compact arrays for reduced LLM token usage. Not all bar types include the same fields (e.g., tick data may only have [time, type, close]) — always check series_keys. For intra-day historical data (if you need more than recent 30k bars) use get_symbol_history instead. For real-time streaming, read the insightsentry://docs/websocket resource.

Trading session information. Retrieve trading session details including holidays, trading hours, timezone, and session corrections

List available exchanges. Retrieve exchange prefixes, names, and descriptions. → Returns {current_page: number, has_more: boolean, exchanges: [{exchange: string, name: string, description: string, country: string, supported_asset_types: string[]}]}. Use a returned exchange prefix with the exchange parameter of search_symbols.

List SIP symbols. Return all supported SIP symbols. → Returns the complete SIP catalog as {current_page: 1, has_more: false, symbols: [{name: string, code: string, type: string, exchange: string, currency_code: string, country: string, description: string}]}. Use filter to return only relevant rows when you do not need the full catalog. Use a returned SIP: code with get_sip_quotes, get_sip_series, get_sip_history, or get_sip_trades.

Render a Chart.js chart and return the PNG image. Accepts a full Chart.js configuration object (type, data, options). Supports all Chart.js chart types: line, bar, pie, doughnut, radar, polarArea, bubble, scatter. Use this after fetching market data to visualize trends, comparisons, or distributions.

Bond Screener. Retrieve bond data based on specified filter criteria → Returns {hasNext: boolean, current_page: number, total_page: number, current_items: number, data: [{symbol_code: string, name: string, country: string, currency: string, delay_seconds: number, ...requested_fields}]}. WORKFLOW: 1) Call get_bond_screener_params to discover available fields. 2) POST with your chosen fields. Example: {"fields":["close_percent","yield_to_maturity","volume"],"exchanges":[],"countries":["US"],"page":1,"sortBy":"yield_to_maturity","sortOrder":"desc"}.

Crypto Screener. Retrieve cryptocurrency data based on specified filter criteria → Returns {hasNext: boolean, current_page: number, total_page: number, current_items: number, data: [{symbol_code: string, name: string, currency: string, delay_seconds: number, ...requested_fields}]}. WORKFLOW: 1) Call get_crypto_screener_params to discover available fields. 2) POST with your chosen fields. Note: country filtering NOT supported for crypto. Example: {"fields":["close","volume","market_cap"],"page":1,"sortBy":"market_cap","sortOrder":"desc"}.

ETF Screener. Retrieve ETF data based on specified filter criteria → Returns {hasNext: boolean, current_page: number, total_page: number, current_items: number, data: [{symbol_code: string, name: string, country: string, currency: string, delay_seconds: number, ...requested_fields}]}. WORKFLOW: 1) Call get_etf_screener_params to discover available fields. 2) POST with your chosen fields. Example: {"fields":["close","volume","nav"],"exchanges":["NYSE","NASDAQ"],"countries":["US","CA"],"page":1,"sortBy":"nav","sortOrder":"desc"}.

Stock Screener. Retrieve stock data based on specified filter criteria → Returns {hasNext: boolean, current_page: number, total_page: number, current_items: number, data: [{symbol_code: string, name: string, country: string, currency: string, delay_seconds: number, ...requested_fields}]}. WORKFLOW: 1) Call get_stock_screener_params to discover available fields, exchanges, countries. 2) POST with your chosen fields. Tip: Filter by exchanges (e.g., ["NYSE", "NASDAQ"]) to exclude OTC/penny stocks. Example: {"fields":["close","volume","market_cap"],"exchanges":["NYSE","NASDAQ"],"countries":["US","CA"],"page":1,"ignore_invalid":false,"sortBy":"market_cap","sortOrder":"desc"}. Returns up to 1000 results per page.