OpenFilings MCP — agentic analyst + filings

Markets

• list_markets — Markets in your plan (us, eu, fr, cn, hk, jp, kr, …).

Discovery

• get_company_institutional_holders — Every Form 13F manager holding one listed issuer (not a top-N cut).
• get_company_people — Current officers and/or major shareholders for one listed issuer.
• get_entity — Return the full OpenFilings entity registry record (no filing fetch).
• get_filing — Resolve a stored filing or IR-site document by UUID.
• get_manager_13f_holdings — One Form 13F manager's latest book, largest positions first.
• get_person — Profile for one person/institution — every mandate, current and past.
• list_filings — Cross-market filing discovery: resolve entity, then list filings per market.
• search_person — Search officers, directors, and major shareholders (no filing quota).
• search_ticker — Resolve issuer identity from the OpenFilings entity catalogue (no filing fetch).

Financials

• get_company_financials — Reported filing financials plus Street earnings calendar.
• get_company_supply_chain — Supplier↔customer graph for one issuer (named edges + anonymous concentration).

Market data

• get_fx — Spot FX from cache (local currency units per 1 USD).
• get_macro — IMF World Economic Outlook as-filed vintage series (not policy rates).
• get_price_snapshot — All daily-close market data for one listing (not ticks, not order book).
• get_rates — Central-bank policy rates and sovereign yields (not FX).

Our analyst

• get_company_analysis — Our analyst — company rollup (read-only, no live LLM).
• get_transcript — Full transcript body (``body`` field) + participants + linked filing.
• list_transcripts — Earnings call transcripts — Motley Fool / issuer-hosted IR PDF or webcast.

Narrative

• get_filing_section — One section body (filing_id + section_key from list_filing_sections).
• list_filing_sections — Table of contents for a filing (filing_id required).

Lifecycle

• list_corporate_events — Dated corporate lifecycle events, each backed by a filing.

Account

• list_notifications — Your OpenFilings inbox — filing, press, and insider alerts for your account.

News

• list_news — GlobeNewswire + Satelight press for an entity (metadata only).

Other

• get_company_climate — As-filed greenhouse-gas figures, plus published climate targets when available.
• get_company_revenue_segments — As-filed sales by activity and by geography, with each line's share.
• get_disclosure_signals — One issuer's disclosure dossier — what its own notices add up to.
• screen_analyst_stance — Issuers by our analyst verdict on the latest primary call or annual filing.
• screen_climate — Issuers with a published climate target.
• screen_disclosure_signals — Issuers matching a disclosure pattern, or a kind, newest trigger first.
• screen_fx_moves — Largest stored currency moves over the requested window.
• screen_holders — Issuers whose current director, officer, or shareholder has been in place for N years.
• screen_index_moves — Largest stored index moves over the requested window.
• screen_insider_companies — Issuers with insider activity, one row per company.
• screen_issuers — Issuers matching every include and none of the excludes.
• screen_press — Issuers with a press release of this tier in the window, one card each.
• screen_rates — Countries whose policy rate or 10-year yield is high, or moved, over a chosen window.
• screen_red_flags — Issuers with a red flag in the window, one card each.
• screen_street — Issuers by analyst recommendation, one card each.