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Last probed Nov 3, 2026 · mcp.vantafin.com
25tools discovered
For AI agents — MCPBundles Directory API
For MCP client apps (human connect):
MCP connect URL: https://mcp.vantafin.com/mcp
Skill page: https://www.mcpbundles.com/skills/vantafin-mcp-de6e0f1592
Explore capabilities (25)
read 23
other 2
Get
15
Search
4
List
2
Read
2
Other capabilities
2
Get Time
read
get_time
Return the current date and time.
Pass ``timezone`` as an IANA name (e.g. ``America/New_York``, ``Europe/London``,
``Asia/Tokyo``) or a common city/region alias (e.g. ``Tokyo``, ``London``, ``NYC``).
Omit it to use the chat user's local timezone when set, otherwise US Eastern (ET).
Get Time — Return the current date and time.
Pass ``timezone`` as an IANA name (e.g. ``America/New_York``, ``Europe/London``,
``Asia/Tokyo``) or a common city/region alias (e.g. ``Tokyo``, ``London``, ``NYC``).
Omit it to use the chat user's local timezone when set, otherwise US Eastern (ET).
Search Companies — Search US-listed companies/ETFs by name, ticker prefix, or CIK.
Returns matching ticker symbols and company names. Always call this first to
resolve a company name (e.g. "Apple") into a ticker symbol before using tools that
require a symbol, such as get_quotes, get_financials, or get_valuation_metrics.
Get Quotes — Live US equity/ETF market data from Vantafin's quote store (updates ~every second).
Returns price, day change, day change %, previous session close, volume, day low/high,
open, market cap, plus float and outstanding shares and latest FINRA short interest
when available. Day change / change % use the same last-completed-session close as
the company profile header (chart ``day_aggs``, not the raw Massive previous_close).
Pass a list of uppercase ticker symbols, e.g. ["AAPL", "
Get Company Profile — Company/ETF profile: name, exchange, sector, industry, country, CEO, employees,
website, CIK, and business description. Use for "what does this company do" and for
reference fields. Input is a single ticker symbol.
Get Valuation Metrics — Valuation snapshot: market cap, price, trailing-twelve-month (TTM) revenue, net
income and EPS, plus derived ratios P/E, P/S and net margin. Best tool for questions
like "what is Apple's P/E ratio and market cap". Input is a single ticker symbol.
Get Financials — Reported financial statements. ``statement`` is income | balance-sheet | cash-flow;
``period`` is annual | quarterly; ``limit`` is how many recent periods (default 4).
Use for "show me Tesla's income statement for the last 4 quarters" or to compare
revenue/earnings across companies and periods. Input is a single ticker symbol.
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Institutional-grade market data and AI research, built for regular people. Live markets, SEC filings, screener, REST/WebSocket APIs, and MCP - see further, decide faster.
How do I connect Vantafin to my AI agent?
Use the MCP endpoint listed on this page in your MCP client configuration. One-click install pills support Claude, Cursor, VS Code, and other hosts. Copy the remote MCP URL if your client needs a manual entry.
How many tools does Vantafin provide?
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— Revenue broken down by business segment. ``dimension`` is product | geographic;
``period`` is annual | quarterly. Best tool for "break down Amazon's revenue by
business segment". Input is a single ticker symbol.
Get Etf Holdings — Top constituent holdings and weights for an ETF or fund. Best tool for "what are
SPY's top holdings and their weights". Input is an ETF/fund ticker symbol.
Get Price History — Split-adjusted OHLCV price history with a performance summary. ``timespan`` is
minute | day | week | month | year; ``date_from``/``date_to`` are YYYY-MM-DD (optional).
Best tool for "how has X's price changed over the past year". Returns first/last close,
percent change, and the high/low across the window. Input is a single ticker symbol.
Build Blog Chart — Build a ready-to-paste visual chart block for blog posts and rich answers.
Returns a `` ```vantafin-chart `` fenced JSON block (rendered as an interactive
line/bar chart on vantafin.com). Do not add a data table under the chart - the
chart alone is enough for readers.
``chart_kind`` (required):
- ``price_line`` - close price over time (uses OHLCV bars; downsampled)
- ``earnings_eps`` - actual vs estimated EPS (grouped bars; one ticker only)
- ``earnings_revenu
Search Filings — Live EDGAR full-text search inside SEC filings (10-K, 10-Q, 8-K, etc.). Best tool for
finding a specific section or topic in filings, e.g. "find the Risk Factors section
from Microsoft's latest 10-K". Pass ``symbol`` to restrict to one company and
``forms`` (comma-separated, e.g. "10-K") to restrict form types. Returns the most
relevant excerpts with their filing form and date. To read or summarize a whole filing
(e.g. the latest 10-Q), use ``read_filing`` instead - do not re
List Filings — List a company's recent SEC filings (metadata only: form type, date, filing id). Pass
``forms`` (comma-separated) to filter, e.g. "10-K,10-Q". Use ``read_filing`` with a
filing ``id`` from this list (or pass ``symbol`` + ``form`` to ``read_filing`` directly)
to read the full chunked text. Use ``search_filings`` only to find a topic inside filings.
Read Filing — Read a SEC filing from EDGAR for summarization or detailed review.
Provide ``filing_id`` from ``list_filings`` (the ``id=...`` value), OR pass ``symbol``
plus ``form`` (e.g. ``10-Q`` or ``10-K``) to load the company's most recent filing of
that type. Returns sequential excerpts from the filing (MD&A, risk factors, financial
notes, etc.). Prefer this over ``search_filings`` when the user asks to summarize or
review a whole filing. ``max_chunks`` controls how many chunks to re
List Transcripts — List a company's indexed earnings-call transcripts (newest first): period, fiscal
year, date, and ``id`` for ``read_transcript``. Use before ``read_transcript`` when
the user wants a specific call rather than the latest.
Read Transcript — Read an earnings-call transcript for summarization or detailed review.
Pass ``symbol`` alone to load the company's most recent transcript, or pass
``transcript_id`` from ``list_transcripts``. Returns sequential excerpts with source
tags for citation. When the user asks to summarize or quote the earnings call /
transcript, use this tool - not ``read_filing``, ``search_filings``, or
``get_earnings`` - as the primary source.
Search Transcripts — Semantic search inside chunked earnings-call transcripts for a specific topic
(guidance, margins, AI, etc.). Pass ``symbol`` to restrict to one company. For
summarizing the latest call or reviewing a whole transcript, use ``read_transcript``
instead - not this tool alone.
Search Earnings Materials — Semantic search inside earnings materials - the investor-relations documents
attached to earnings events (earnings presentations/slide decks, press releases,
financial supplements, shareholder letters). Pass ``symbol`` to restrict to one
company. Use this for what management showed/published at a quarter (deck slides,
supplement tables, the release) - distinct from ``search_transcripts`` (the spoken
call) and ``search_filings`` (SEC filings).
Get Earnings — Earnings results and estimates: report date, actual vs estimated EPS and revenue.
Returns released (past) reports first, then upcoming scheduled dates. Best for
"latest earnings" or "when did they last report". Input is a ticker; ``limit`` is
how many past reports (default 8).
Screen Stocks — Screen US stocks across the FULL metric set the Vantafin screener supports -
security info, market data, technicals, financials, valuation, margins, growth and
dividends.
``filters`` is a SEMICOLON-separated list of ``metric:operator:value`` clauses:
- Numeric operators: above, below, above_or_equal, below_or_equal, equal,
between (two values), outside (two values). Example clauses:
``peRatio:below:20`` ``marketCap:above:1e9`` ``revenueGrowthYoy:above:25``
Get News — Latest market news. Omit ``symbol`` for general market headlines ("what's happening
in the markets today"); pass a ticker for company-specific news. Returns headlines,
publishers, and dates.
Get Events — Corporate calendar events (earnings dates, ex-dividend, splits, etc.). Filter by
``symbol`` and/or a ``date_from``/``date_to`` window (YYYY-MM-DD). Useful for "what
companies just reported earnings" (use a recent date window) or upcoming events.
Get Macro — Macroeconomic data series. Omit ``category`` to list available categories; pass a
category to get its latest values. Best tool for "what are the current central bank
interest rates" and similar macro questions.
Get Corporate Actions — Recent stock splits and dividends for a company. Input is a single ticker symbol.
``limit`` controls how many of each to return (default 10).
Get Ipos — Initial public offerings (IPOs), past and upcoming. Merges the IPO calendar,
SEC disclosure filings and prospectus pricing into one record per listing.
Pass a single ticker in ``symbol`` for one company's IPO, or leave it blank to
list IPOs across all tickers. Optionally bound the IPO date with ``date_from`` /
``date_to`` (YYYY-MM-DD); with no symbol or dates, upcoming IPOs are returned.
``limit`` caps how many rows are returned (default 20).
Get User Holdings — Read the signed-in Vantafin user's OWN linked brokerage portfolio.
Returns their account balances and equity/ETF positions with quantity, average
cost, live market value, and unrealized gain/loss, plus a total portfolio value in
USD. Use this when the user asks about "my portfolio", "my holdings", "my positions",
"what do I own", how their investments are doing, etc.
This only works when the user has (a) linked a brokerage account on Vantafin and
(b) explicitly enabled
MCPBundles probed 25 tools on the live server. The tool list on this page reflects what was discovered at the last refresh — connect your client to see the full set available to your session.
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