Margin of Insight — Equity Research

com.marginofinsight/research

Connects Claude to equity research reports for 752 US-listed companies, expanding toward the Russell 3000. Exposes six tools: get_company_primer (free, no auth), get_fundamental_analysis ($1), get_investment_memo ($2), plus list_coverage, search_research, and request_coverage for tickers not yet in the system. Uses Stripe Link Shared Payment Tokens for per-call billing instead of subscriptions or API keys. Each report follows a 21-step analyst framework covering business model, financials, competitive positioning, risks, and valuation scenarios. Reach for this when you need structured investment research without spinning up your own SEC filing parser or burning $7-9 in LLM calls per company. Response includes freshness timestamps so you know how stale the data is.

tools: 6
auth: Secret needed
transport: HTTP
last updated: May 17, 2026

Open website

Install

From registry metadata

$ npx add-mcp https://app.marginofinsight.com/api/mcp --name research --header 'Authorization: Bearer ${API_TOKEN}'

Run in your terminal. add-mcp asks which agents to add it to, then asks for each value it needs. Add -g to install it for every project.

Review the command, arguments and environment values before installing. MCP servers run with your local permissions.

Other ways

Claude Code

$ claude mcp add --transport http research https://app.marginofinsight.com/api/mcp --header 'Authorization: YOUR_AUTHORIZATION'

Run in your terminal. Add --scope user to make it available in every project.

Tools

Verified live · 6 tools

Verified live against the running server on Nov 6, 2026.

get_company_primerGet a free company primer for any US-listed company. Returns business overview, financial snapshot, and recent catalysts. No payment required.1 params

Get a free company primer for any US-listed company. Returns business overview, financial snapshot, and recent catalysts. No payment required.

Parameters* required

ticker*string

Stock ticker symbol (e.g. AAPL, MSFT, NVDA)

get_fundamental_analysisGet fundamental analysis (12 research steps: revenue breakdown, earnings analysis, competitive positioning, financial trends, risk register, balance sheet, capital allocation, returns on capital (ROIC), industry context). Costs $1.00. Pay with a Stripe Shared Payment Token: se...1 params

Get fundamental analysis (12 research steps: revenue breakdown, earnings analysis, competitive positioning, financial trends, risk register, balance sheet, capital allocation, returns on capital (ROIC), industry context). Costs $1.00. Pay with a Stripe Shared Payment Token: se...

Parameters* required

ticker*string

Stock ticker symbol

get_investment_memoGet a full investment memo (21 research steps including DCF valuation, moat analysis, management quality, scenario analysis, returns on capital, institutional and insider activity, and investment thesis). Equivalent to a sell-side initiation note. Costs $2.00. Pay with a Strip...1 params

Get a full investment memo (21 research steps including DCF valuation, moat analysis, management quality, scenario analysis, returns on capital, institutional and insider activity, and investment thesis). Equivalent to a sell-side initiation note. Costs $2.00. Pay with a Strip...

Parameters* required

ticker*string

Stock ticker symbol

list_coverageList all covered tickers with company name, sector, exchange, and last updated date. Free.

List all covered tickers with company name, sector, exchange, and last updated date. Free.

No parameters. Call it with no arguments.

search_researchSearch covered companies by ticker or company name. Returns matching companies with ticker, name, sector, and exchange. Free.1 params

Search covered companies by ticker or company name. Returns matching companies with ticker, name, sector, and exchange. Free.

Parameters* required

query*string

Ticker symbol or company name to search for

request_coverageRequest research coverage for a US-listed company not yet in the coverage universe. Coverage is typically added within 24-48 hours. Free.2 params

Request research coverage for a US-listed company not yet in the coverage universe. Coverage is typically added within 24-48 hours. Free.

Parameters* required

emailstring

Optional email address to notify when coverage is ready

ticker*string

Stock ticker symbol to request coverage for

Details

Website: marginofinsight.com
Transport: HTTP
Auth: Required
Registry: MCP registry, active
Tools verified: Nov 6, 2026