Financial research

Pull SEC filings, the latest close, historical prices, and macro context for a single ticker in one pass.

When to use this pack

Building a one-pager on a public company - you want fundamentals, recent insider activity, and the macro backdrop without leaving the agent loop.

Tools in this pack

All 6 run inside the single $0.024 call above. Each is also callable on its own if you only need one part.

• Stock quote GET /api/stock-quote End-of-day US equity quote: last close, day range, previous close and the change between them. US equities only; indices, FX and crypto are not covered (crypto-price serves those). Built from a three-venue consolidation (Databento DBEQ.BASIC), so the prices track the wider market but the volume counts those three venues only and is returned as venueVolume rather than as a total. No 52-week range and no intraday print: for a date range call stock-history.
• Stock historical bars GET /api/stock-history Daily OHLCV bars for a US equity: the last `days` sessions, 1 to 250, default 30. Daily only, no intraday. Built from a three-venue consolidation (Databento DBEQ.BASIC), so each bar's high and low are the extremes across those venues, open and close come from the venue that traded the most that session, and venueVolume sums those three venues rather than the consolidated tape. A flat ascending array ready for charting or backtests. Set indicators to also get technical analysis computed from the same bars: RSI(14), MACD(12,26,9), EMA 20/50/200, SMA 20/50, Bollinger(20,2) and ATR(14), with a plain summary (close vs EMA50, RSI zone, MACD cross). Indicators need enough sessions (EMA200 needs days >= 200) and are descriptive, not a trading recommendation.
• EDGAR recent filings GET /api/edgar-filings Recent SEC filings for a company by ticker or CIK, newest first. Optionally filter by form type (10-K, 10-Q, 8-K, 4, S-1, etc.). Each row links to the primary document on SEC.gov. Source: data.sec.gov/submissions (public domain). ?ticker=AAPL&form=10-K&limit=10
• EDGAR XBRL company-facts (all tags) GET /api/edgar-company-facts All XBRL concepts reported by a company. Default returns a compact summary per tag (label, unit, latest value, latest end date) - typically a few hundred KB. Pass tags=Revenues,Assets,NetIncomeLoss to get full time-series for just those concepts. Source: data.sec.gov/api/xbrl/companyfacts. ?ticker=AAPL
• EDGAR insider trades (Form 4) GET /api/edgar-insider-trades Recent Form 4 insider transactions filed against a company (officer, director, or 10% holder trades). Backed by EDGAR's full-text search (efts.sec.gov) filtered by subject-company CIK - Form 4 is owned by each insider's CIK, not the company's, so this is the only single-call path. ?ticker=AAPL&days=30
• FRED time series GET /api/fred-series Fetch any of FRED's ~800,000 economic time series by series ID - GDP (GDPC1), CPI (CPIAUCSL), unemployment (UNRATE), fed funds (DFF), and so on. Supports date windowing and the standard FRED units transformations (lin, chg, ch1, pch, pc1, pca, cca, log). ?seriesId=GDPC1&startDate=2018-01-01&endDate=2023-12-31&units=pc1 This product uses the FRED(R) API but is not endorsed or certified by the Federal Reserve Bank of St. Louis.

Bought one at a time, these 6 tools cost $0.026 together; the pack is that sum less a 10% bundle discount, rounded up to the $0.001 settlement floor, which is $0.024.

Workflow

1. Get the latest close from stock-quote - price, day range, change vs the previous close, and venue volume (three venues, not the market total).
2. Pull 1Y of OHLCV from stock-history to compute return, vol, and drawdown for the brief.
3. List recent SEC filings (10-K, 10-Q, 8-K) via edgar-filings - link each one in the report.
4. Pull the structured XBRL company facts (revenue, net income, total assets, share count) from edgar-company-facts for the canonical numbers.
5. Check edgar-insider-trades for Form 4 filings in the last 90 days - directional insider activity is a real signal.
6. Drop in macro context (CPI, fed funds, unemployment) from fred-series so the brief contextualizes the company-level view.

Arguments

What one call returns

A JSON object with pack, args, steps, summary; steps holds one entry per tool (stock-quote, stock-history, edgar-filings, edgar-company-facts, edgar-insider-trades, fred-series), each with its own result or error. Full example on the API page.

Call it directly

Any x402 client pays the 402 and gets the whole workflow back in one response. With the agent402-client SDK (npm i agent402-client, an ES module):

import { Agent402 } from "agent402-client";
// payFetch: an x402-wrapped fetch your wallet signs (@x402/fetch).
// Tools on the free tier need no options: new Agent402() pays them by proof-of-work.
// an existing prepaid credits key also works: new Agent402({ creditsKey })
const client = new Agent402({ fetch: payFetch });
const result = await client.call("skill-financial-research", {"ticker":"AAPL"});

Run it in Claude

claude mcp add agent402 -s user -- npx -y agent402-mcp@latest

Then paste this prompt into Claude:

Build a one-page research brief on AAPL. Use Agent402 to pull: (1) current quote, (2) 1-year price history with return/vol/max-drawdown, (3) the last 4 SEC filings, (4) XBRL revenue and net income trend, (5) Form 4 insider trades in the last 90 days, (6) CPI and fed funds rate as macro context. Output a clean markdown brief.

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