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Oxford Ledge

com.oxfordledge/oxford-ledge · v3.8.3

Measured by MCP Station

Description written by the publisher, not verified

Ask your assistant; it reads the public record: SEC filings, 13F, insider trades, BDC loans.

Connect

claude mcp add --transport http oxford-ledge https://www.oxfordledge.com/mcp

{
  "mcpServers": {
    "oxford-ledge": {
      "url": "https://www.oxfordledge.com/mcp"
    }
  }
}

Tools as reported by the server

• get_13f_holdings
  What one institutional filer owns: the largest positions in its latest SEC 13F-HR, plus quarter-over-quarter changes. Accepts a numeric CIK (preferred), a ticker (BRK-B or BRK.B for Berkshire), or a filer NAME (3-80 characters): ONE name-prefix match in the curated 13F filer universe resolves to its
• get_activist_stakes
  Schedule 13D/13G >5% beneficial-owner filings for a ticker -- event-driven stake-building, unlike quarterly 13F. Returns {ticker, count, filings}, newest first, limit default 50 (hard cap 200); rows carry filer_name, filing_date, form_type, shares, percent_of_class, accession_number and is_activist
• get_anomaly_flags
  Run 15 red-flag screens on a ticker (short interest >12%, Altman Z distress, net leverage >4x, negative FCF, P/E >50, dividend yield >6%, insider net selling, revenue decline, payout >90%, goodwill >50% of assets, SBC >10% of revenue, declining ROIC and others). Returns {ticker, available, flags, co
• get_bdc_list
  Roster of the ACTIVE BDCs tracked by Oxford Ledge, sorted by portfolio size -- our coverage, not the whole BDC universe; wound-down issuers are excluded by design. No arguments. Returns {bdcs, count}; per BDC: ticker, name, listed (false for a non-traded BDC carried under a pseudo-ticker such as AGT
• get_business_summary
  First-party business summary for a ticker from its SEC annual report (10-K Item 1; 20-F Item 4 for a foreign private issuer): a curated, verifier-gated overview of what the company does. Returns `summary` (a one-line status line, NOT the content), `available`, `business_summary` (prose truncated at
• get_capital_allocation
  Where a company sent its cash, up to 30 annual labels. Returns {ticker, capitalAllocation:{years, periods, dividends, netBuybacks, grossRepurchases, netDebtChange, acquisitions, sharesOut, isDilutive, basis, summary}} as PARALLEL ARRAYS aligned to `years` (newest first, fiscal labels). netBuybacks i
• get_corporate_events
  The 20 most recent 8-K item events for a ticker from Oxford Ledge's 8-K index of SEC EDGAR, NEWEST FIRST -- a hard cap with no caller-settable limit, so a recent-events feed, not a history. Returns {ticker, events, count, coverage, summary}; each event is {ticker, eventDate, eventType, headline, des
• get_debt_maturities
  Forward debt maturity ladder parsed from the latest 10-K/20-F footnote. Returns {ticker, maturities:[{year, amount}], thereafter, confidence, confidence_score, source, validation}. AMOUNTS ARE IN MILLIONS OF USD, not raw dollars -- 400 means $400M. THE LADDER IS AS OF the filing date, not today: the
• get_economic_calendar
  Upcoming US macro DATA-RELEASE DATES (a schedule, not estimates) for the 9 tracked releases (CPI, Core CPI, Employment Situation, GDP, Jobless Claims, PCE, PPI, Industrial Production, Retail Sales). Returns {days, events, count, source_status, error}; each event is only {date, event, release_id, rel
• get_fails_to_deliver
  SEC fails-to-deliver history for one ticker -- the settlement-failure side of short pressure. Returns {ticker, days, history, count, window, coverage, as_of, summary}; each row is {date (settlement date), fails (SHARES, not dollars), price (USD), description}, OLDEST-FIRST. `days` (default 180, hard
• get_fred_data
  One series from Oxford Ledge's macro SNAPSHOT (about 41 FRED / Treasury series, newest observation each) by FRED id. Returns {series, data: {series, name, value, date, ytdChange, _source}, observation: 'latest_only', note} -- ONE observation, never a history. A series outside the snapshot returns {s
• get_fundamentals
  Full XBRL financial history for one ticker. Returns {ticker, fundamentals:{years, periods, metrics, balanceSheet, quarterly, basis, as_of}, source_period, as_of}: `years` is newest-first, UP TO 30 annual labels, and every entry under `metrics` / `balanceSheet` is a PARALLEL ARRAY aligned to it by in
• get_insider_activity
  Recent Form 4 insider transactions for one ticker. Returns {ticker, transactions}: THE 20 MOST RECENT TRANSACTION ROWS ONLY, newest by filing date; `days` filters within those 20 (it never reaches past the 20). Rows carry insiderName, position (the role, the load-bearing signal), transType (the raw
• get_institutional_consensus
  Which tickers the tracked 13F filers most widely hold in common. Returns {as_of_quarter, tickers_found, min_funds, consensus}; each row is {ticker, issuer_name, fund_count, total_value_usd, total_shares, funds}, ranked by fund_count then value. `consensus` is truncated to top_n (default 50, cap 200)
• get_institutional_holders
  Which institutions hold one ticker, and which way they moved. Returns {ticker, holders, total_holders, as_of_quarter, coverage}. `holders`: the first `limit` (default 25, max 100) of the top 100 by value; `total_holders` is the TRUE filer count. Each holder carries fund_name, fund_cik, shares, value
• get_news
  Read the Oxford Ledge news archive by ticker and/or keyword, newest first. Default limit 25, hard cap 100; no pagination offset. THE RESPONSE SHAPE DEPENDS ON THE ARGUMENTS: ticker only returns {articles, total}; any free-text query returns {articles, count} with richer rows (publisher, snippet, sen
• get_portfolio_positions
  Stored positions of one saved portfolio. Returns {portfolio_id, positions, error} on EVERY path (error is null on success, a string on failure, and positions is [] either way). Each position is ONLY {ticker, shares, costBasis (whole USD, may be null)}, ticker-sorted. THERE IS NO PRICE LEG: no price,
• get_sector_breakdown
  How Oxford Ledge's covered universe splits across sectors and industries (the whole catalog, NOT a portfolio). No arguments. Returns a BARE LIST of {sector, industry, tickerCount, totalMarketCap}, one row per sector+industry PAIR -- aggregate rows to get a sector total. totalMarketCap IS ALWAYS NULL
• get_value_investing_fact
  Curated value-investing principle, historical fact or attributed paraphrase from Oxford Ledge's corpus (~2,000 entries about Buffett, Graham, Munger, Klarman and others). THE WORDING IS NOT VERIFIED against the primary source: none is a verbatim quotation unless `verbatim` is true -- so never presen
• get_yield_curve
  US Treasury yield curve, plus (by default) the wider macro dashboard. TWO DIFFERENT SHAPES. include_history=true returns PARALLEL ARRAYS over 11 tenors (1M..30Y) -- today, ~91 days ago and ~1 year ago -- for steepening/inversion work. include_history false (the DEFAULT) returns {data: [...]}, a flat
• ol_13f_filer_analytics
  Institutional-filer behavior derived purely from 13F holdings: concentration (top-N %, normalized HHI), turnover, and persistence (long-term holder vs fast money) for one filer. Pass a NUMERIC CIK (a ticker will not resolve here; ol_13f_filer_search finds it). Returns {summary, fund, quarter, n_posi
• ol_13f_filer_search
  Resolve a 13F FILER name to its CIK -- the front door to get_13f_holdings and ol_13f_filer_analytics when you know the manager ('Berkshire Hathaway', 'Baupost') and not its CIK (search_company resolves ISSUERS). Returns {summary, query, filers: [{cik, name, last_filing, page_url}], count}; name-PREF
• ol_bank_structure_events
  FDIC STRUCTURAL EVENTS for one bank -- failures, assisted resolutions, mergers, acquisitions, charter changes -- newest first, with is_failure flagged from the FDIC CHANGECODE taxonomy. Pass `cert` (FDIC certificate) or `name`; a name resolves against active institutions AND closed charters, so a FA
• ol_bdc_borrower_dispersion
  MOAT: cross-lender loan-pricing DISPERSION for one private-credit borrower -- how N different BDCs each price the SAME loan (spread / mark / fair value); when one BDC marks a borrower S+550 @ 98 and another S+575 @ 99, the lenders disagree on the credit. Pass `borrower_norm` (a key from ol_bdc_top_b
• ol_bdc_borrower_news_today
  MOAT / daily pulse: recent VERIFIED news for the private-credit borrowers held across MULTIPLE BDCs -- 'what broke recently for the cross-BDC borrowers I should watch?'. Returns {summary, count, items}; each item is {borrower, headline, source, url, date}. Matcher-VERIFIED only (>=0.9 confidence) an
• ol_bdc_common_borrowers
  Borrowers common to a GIVEN SET of BDCs -- the cross-portfolio set question ('what do ARCC, OBDC and AGTC all lend to?') in ONE call. Returns per borrower: borrower, borrower_norm, holder_count, holder_tickers, holders ([{ticker, name}]), total_fair_value and total_par_amount in USD, and as_of_oldes
• ol_bdc_credit_quality
  BDC non-accrual credit-deterioration signal: the share of debt fair value on non-accrual (loans that stopped paying) in the latest filing, plus the trailing-quarter trend. Returns {summary, ticker, latest, trend}; `trend` is OLDEST-FIRST. flagged_pct is a percentage over the DETERMINATE-flag denomin
• ol_bdc_fee_load
  BDC fee load + NII-based dividend coverage for ONE fiscal year (not a series). Returns {summary, ticker, fiscal_year, fees, dividend_coverage}; `fees` holds base and incentive fees and net investment income in whole USD; `dividend_coverage` is NII divided by dividends paid, a ratio (0.92 means 0.92x
• ol_bdc_loan_pricing_trend
  Per-quarter loan-pricing trend for ONE BDC, from the parsed schedule of investments: fair-value-weighted average credit spread, average mark and position counts, OLDEST-FIRST. Returns {summary, ticker, count, spread_unit, trend}. `weighted_avg_spread` is in BASIS POINTS, normalized at the store (the
• ol_bdc_mark_changes
  MOAT / private credit: the largest quarter-over-quarter MARK moves across a SET of BDC portfolios -- 'which borrowers got marked up or down the most last quarter, and by whom' in ONE deterministic call. Returns {increases, decreases}, each a global ranking; each row is {borrower, portfolio, prior_ma
• ol_bdc_top_borrowers
  MOAT / BDC discovery: the private-credit borrowers syndicated across the MOST BDCs, ranked by ACTIVE lender count (holder_count_active), then holder_count, then exposure -- the entrypoint for the BDC/private-credit category. Returns {summary, count, borrowers}; each row is {borrower, borrower_norm (
• ol_bond_directory_screen
  Screen the corporate-bond browse directory by issuer name, grade (IG or HY), and optional coupon and maturity bands. Returns {summary, count, total_matching, bonds}; each bond is {key, issuer_name, coupon (percent number), coupon_type, maturity_date, grade, source_etf}. REFERENCE DATA ONLY -- no pri
• ol_borrower_profile
  Profile + verified M&A/ownership history for one private-credit borrower. Pass `borrower_norm` (a key from ol_bdc_top_borrowers, or a name). Returns {summary, borrower_norm, borrower, profile, acquisitions, count, public_footprint}: the `profile` (description, industry, known_lenders, lien_position,
• ol_cftc_cot
  CFTC Commitments-of-Traders positioning for THREE curated markets (keys gold, crude_oil, sp500). Pass `market` for its weekly history, NEWEST FIRST (names are normalised: 'wti', 'GOLD', 'e-mini s&p' resolve), or omit it for the latest report across the three. Returns {summary, market, matched_market
• ol_earnings_calendar
  Upcoming EARNINGS DATES for one issuer, provenance-labelled: published_events are dates the ISSUER posted on its own IR calendar; estimate is an Oxford Ledge projection from the issuer's SEC filing cadence, with its confidence. Returns {ticker, published_events, published_events_degraded, estimate,
• ol_etf_lookthrough
  ETF look-through: expand up to 25 ETF tickers into the underlying holdings the fund ITSELF filed on Form N-PORT. Returns {summary, count, etfs, units}; per ETF {etf, name, category, net_assets, in_catalog, series_id, opaque, reason, period_date, holdings_available, top_holdings}. `top_holdings` is v
• ol_fdic_bank
  FDIC-insured banks and thrifts. Pass `query` for a name PREFIX search against ACTIVE institutions (largest-asset first), or omit it for the largest active institutions. Returns {summary, query?, found?, institutions}. UNITS: `asset` and `dep` are THOUSANDS of dollars. The store is loaded ACTIVE-ONLY
• ol_federal_contracts
  Federal-contract obligation history for a ticker, OR the fiscal-year leaderboard -- for government-revenue-dependence diligence. TWO SHAPES: exactly one of `ticker` or `fiscal_year` is REQUIRED (both is refused). With `ticker`: per-fiscal-year obligations (USD, the ten largest recipients, dropped_un
• ol_filing_search
  MOAT (PAID -- AI): semantic retrieval over EMBEDDED SEC filings for a ticker. Ask a natural-language question ('what did they say about supply-chain risk?') and get the most relevant filing CHUNKS back from an Oxford Ledge hybrid retrieval (lexical BM25 plus a dense pass, fused by reciprocal rank).
• ol_form_d_raises
  Recent SEC Form D private-placement filings from the SEC's QUARTERLY Form D data set -- newest first, optionally scoped to an industry group and/or a trailing filing-date window. Returns {summary, count, days, industry, offerings}. Amounts are whole USD as disclosed; total_offering_amount is a ceili
• ol_fundamentals_screen
  Threshold screen over up to 10 caller-supplied tickers (extras named in `dropped`) on latest-year SEC EDGAR XBRL fundamentals. Optional criteria: min_revenue, min_free_cash_flow, min_ebit_margin_pct, min_gross_margin_pct, max_debt_to_assets_pct, min_current_ratio, min_net_income (whole USD; *_pct as
• ol_glossary_term
  Oxford Ledge's editorial GLOSSARY: ~1,500 finance and investing terms written for lifelong students of the market -- definition, worked example, etymology, pronunciation, related terms (see-also), and the learning paths that teach the concept. Look up one term by name (case and punctuation tolerant:
• ol_insider_cluster_scan
  FLAGSHIP MOAT: scan for ACTIVE multi-insider cluster-buy/sell signals (distinct-actor Form 4 clusters with statistical strength). THREE GRAINS: pass `tickers` for a watchlist, a single `ticker` for that name's recent fired clusters, or NEITHER for the MARKET-WIDE scan (top fired clusters across ever
• ol_insider_recent_buys
  Recent OPEN-MARKET insider PURCHASES (SEC code 'P') across the Oxford Ledge issuer catalog (~5.3k tickers) -- a daily insider screen. Returns {summary, since_days, count, buys}, NEWEST FIRST; each buy carries ticker, filing and transaction dates, insiderName, position, shares, pricePerShare, totalVa
• ol_institutional_confluence
  Quarter-aligned institutional-confluence read for one ticker: 13F accumulation x insider Form 4 net buying x buy-cluster confirmation, fused on the ticker's reference 13F quarter. Returns a `verdict` (confluence_accumulation / confluence_distribution / partial_net_adding / partial_net_reducing / neu
• ol_intrinsic_value
  Per-share intrinsic value from SEC EDGAR XBRL -- three textbook models: a levered-FCF DCF, a Greenwald Earnings-Power-Value, and the Graham number. Returns {summary, ticker, available, dcf_per_share, epv_per_share, graham_number, inputs, assumptions, as_of}; all three values are USD PER SHARE. `assu
• ol_issuer_kpi_panel
  Tier-3 KPI PANEL for ONE issuer -- curated per-issuer metric rows (ARR, RPO/cRPO, NRR, logo retention, DAU/MAU, capacity utilization, ...) extracted from SEC filing exhibits, WITH the issuer's own metric definitions and full provenance. ABSENCE IS FIRST-CLASS: a row with value=null and is_absence=tr
• ol_maturity_wall
  The corporate DEBT MATURITY WALL: scheduled bond/loan maturities aggregated by year -- total_by_year, by_rating, top_issuers_by_year, peak_year, concentration. Amounts are USD MILLIONS (see `units`). `by_rating` splits IG vs HY by an Oxford Ledge LEVERAGE HEURISTIC, NOT agency ratings. Market-wide w
• ol_operating_kpis
  Industry OPERATING KPIs for ONE issuer -- the operational numbers the income statement hides (same-store sales, RevPAR, load factor, medical-loss ratio, net interest margin, TEU, rig count ...) extracted from SEC filings across 26 configured industries, each switched on by a deployment flag, so live
• ol_ownership_changes
  Quarter-over-quarter institutional accumulation/distribution for one ticker: each fund's position classified new / increased / decreased / exited over the last ~4 quarters -- the 'who is moving on X?' flow read. Returns {summary, ticker, quarters_analyzed, counts, new_positions, increased, decreased
• ol_paper_portfolio
  YOUR paper (practice) portfolio on Oxford Ledge -- the same snapshot the web sandbox at /practice/ renders: {portfolio, positions, totals, position_theses, summary, has_portfolio}. include_history: true adds recent_trades (history_limit 1..50, default 20). A user with NO portfolio gets {has_portfoli
• ol_paper_trade
  WRITE (opt-in): place a market order in YOUR paper (practice) portfolio -- the same engine, quote, fills and rejections as the web sandbox; no real money, no real account. One of TWO mutating tools here (the other is reading_list_annotate). DEFAULTS TO A DRY RUN: with _dry_run omitted or true nothin
• ol_patents
  Recent USPTO patent filings for a ticker (innovation-intensity diligence). Returns {summary, ticker, count, filings}, NEWEST FIRST; `limit` default 50, hard cap 200, so this is a recent slice, never a full portfolio, and `count` is the number RETURNED. TRAP: a non-empty patent_number marks a continu
• ol_peer_fundamentals
  Side-by-side latest-fiscal-year fundamentals for a peer set (the FIRST 6 unique tickers; the rest are named in `dropped`). Returns {summary, count, peers, dropped, as_of}; a peer is {ticker, available, fiscal_year, revenue, net_income, eps_diluted, free_cash_flow, gross_margin_pct, ebit_margin_pct,
• ol_short_interest_trend
  FINRA short-interest trend for one ticker: the biweekly settlement-date short-percent series, OLDEST-FIRST. Returns {summary, ticker, count, as_of, trend}; each point is EXACTLY {date (settlement date), shortPct (a PERCENTAGE number)} -- no share counts and no days-to-cover. `points` default 6, max
• ol_treasury_debt
  US Treasury debt composition from the Monthly Statement of the Public Debt. Omit BOTH args for the newest month's full class breakdown; pass security_type AND security_class together for that one class's monthly history (only one of them is refused). Returns {summary, rows}. AMOUNTS ARE IN MILLIONS
• reading_list_annotate
  WRITE (opt-in): save or update YOUR private note on an Oxford Ledge reading-list entry. One of TWO mutating tools here (the other is ol_paper_trade). DEFAULTS TO A DRY RUN: with _dry_run omitted or true you get a proposal {dry_run: true, tool, args, idempotency_key, message}, not a save. Re-call wit
• search_bdc_borrower
  Which BDCs lend to one private-credit borrower, matched fuzzily on name -- Oxford Ledge's parse of SEC EDGAR BDC schedules of investments (ol-derived), not filer-published data. Returns borrowerName, borrowerNorm (the key the ol_bdc_* tools take), description, descriptionSource, industry, aggregates
• search_company
  Resolve a company name, ticker or CIK to its SEC identity. Returns {results, count}, up to 20 matches (hard cap); each result carries SEC-EDGAR-derivable identity fields only: ticker, companyName, cik, sicCode, exchange, fiscalYearEnd, tickerStatus (check it before treating a match as a live listing
• search_news_archive
  TF-IDF full-text search over the archived news headlines + the pulse-fact corpus (a lexical index, not embeddings). Returns {query, count, results, index}; each result is {type ('news' | 'fact'), text, score (0-1 cosine), metadata}. `limit` default 20, hard cap 50. The first call after a restart pay

Tool changes

• 2026-10-20: get_13f_holdings, get_activist_stakes, get_anomaly_flags, get_bdc_list, get_business_summary, get_capital_allocation, get_corporate_events, get_debt_maturities, get_economic_calendar, get_fails_to_deliver, get_fred_data, get_fundamentals
• 2026-10-16: get_13f_holdings, get_activist_stakes, get_anomaly_flags, get_bdc_list, get_bond_data, get_business_summary, get_capital_allocation, get_corporate_events, get_debt_maturities, get_economic_calendar, get_fails_to_deliver, get_fred_data

Repository · Website · JSON · Text for agents · Registry updated 2026-10-11