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Financial Tools Reference

InSync MCP provides access to 16 financial data tools, organized below by category. These tools are invoked internally by insync_assistant — you do not call them directly. This reference describes what each tool retrieves and when it is used.

Company Lookup (Run First)

These tools resolve identifiers before any financial data can be fetched.

  • search_tickerid

    Resolves company names, ticker symbols, or market indexes to internal InSync IDs. This is the mandatory first step for any company-specific query.

    • Works with individual companies ("Apple", "AAPL"), market indexes ("S&P 500", "SPY"), and discovery mode (find companies by region, country, exchange, or industry)
    • Returns the company's latest reported fiscal quarter and metadata (region, industry, exchange)

  • search_lineitem

    Finds the metric codes for specific financial line items and KPIs — revenue, EBITDA, EPS, subscriber counts, unit sales, and any other reportable metric.

    • Required before querying actuals or estimates when you need a specific metric
    • Supports standard financial metrics and company-specific operational KPIs
    • For cross-company comparisons, uses a "standard" filter to ensure consistent metric definitions

  • search_by_lineitem

    Reverse lookup: given a metric, returns which companies in the InSync database report that metric.

    • Useful for screening ("which companies report monthly active users?")
    • Does not require a company identifier

Historical Financial Data

  • query_actuals

    Retrieves reported financial results from 10-K and 10-Q filings. This is the primary tool for historical company financials.

    • Covers income statement, balance sheet, and cash flow metrics
    • Supports specific fiscal periods, the latest available, or a continuous timeline including both actuals and estimates
    • Calendarization: When comparing multiple companies with different fiscal year-end dates, data can be aligned to calendar quarters for valid apples-to-apples comparison

  • query_estimates

    Retrieves analyst consensus forecasts from InSync's estimates database.

    • Returns the latest consensus for a given metric and fiscal period
    • Also supports estimate revision history — showing how analyst forecasts for a future period have changed over time
    • Calendarization available for cross-company comparisons

  • get_guidance

    Retrieves forward-looking statements from management, as recorded in earnings calls and filings.

    • Returns the most recent guidance with the latest guide date
    • Can filter by specific metric or by source period
    • Shows guidance progression over time — useful for tracking whether management has raised or lowered targets

Market & Valuation

  • query_market_data

    Retrieves OHLCV (open, high, low, close, volume) stock price data.

    • Supports individual company stocks, market indexes (S&P 500, NASDAQ), and ETFs
    • Can filter by market session: regular hours, pre-market, post-market, or all sessions
    • For long periods (3+ months), returns summary statistics by default; for trend analysis, supports monthly/weekly/quarterly aggregation

  • get_valuation

    Calculates financial ratios and trading multiples.

    • Three time horizons: LTM (last twelve months, based on reported actuals), NTM (next twelve months, based on consensus estimates), STM (second twelve months, 12–24 months forward)
    • Available metrics include: P/E, EV/EBITDA, EV/EBIT, EV/Sales, P/S, P/B, P/FCF, gross margin, EBIT margin, EBITDA margin, dividend yield, FCF yield, debt/equity, debt/EBITDA, current ratio, and more
    • Supports peer comparison by passing multiple companies simultaneously

  • get_stock_split

    Returns the historical record of stock splits for a company.

    • Useful for explaining price discontinuities in historical stock price charts
    • Can filter by specific metric or by source period
    • Relevant when adjusted vs unadjusted prices differ significantly for a given company

Company Events & Documents

  • get_call_date

    Returns earnings call dates.

    • Company-specific: returns the date(s) of earnings calls for specific fiscal periods
    • Discovery mode: find all companies reporting within a date window — useful for earnings calendar queries ("which companies report next week?")

  • get_document_tree

    Lists available financial documents for a company: earnings call transcripts, earnings press releases, 10-K annual filings, 10-Q quarterly filings.

    • Returns a structured file tree with document paths and metadata
    • Always followed by parse_document_content to extract the actual content

  • parse_document_content

    Extracts and interprets content from financial documents using AI.

    • Handles earnings call transcripts, press releases, and SEC filings
    • Returns structured data extracted from unstructured document text — segment breakdowns, quoted commentary, specific financial figures mentioned in the narrative
    • Always called after `get_document_tree`, never independently

Macro & Alternative Data (No Company Required)

These tools operate independently of company data.

  • get_macroeco

    Retrieves US macroeconomic indicators with quarter-over-quarter and year-over-year growth rates.

    • Available categories: Interest Rates, Money Supply & Credit, Consumer & Business Activity, GDP & Economic Growth, Employment, Inflation, Housing, Leading Indicators, Trade & External Sector
    • Examples: Federal Funds Rate, GDP growth, CPI, unemployment rate, building permits, M2 money supply, retail sales
    • Data includes QoQ and YoY change calculations

  • get_commodity

    Retrieves commodity price time-series data with fuzzy/semantic search.

    • Covers energy (crude oil, natural gas, coal), metals (gold, silver, copper), and agricultural commodities
    • Fuzzy matching means approximate descriptions work ("oil" matches "WTI Crude Oil", "Brent Crude Oil", etc.)
    • Supports fetching multiple commodities in one call
    • Returns price, unit, source, and fiscal period alignment

  • get_weather

    Retrieves weather degree days data for US states and regions.

    • HDD (Heating Degree Days): measure of cold weather; correlates with natural gas and heating oil demand
    • CDD (Cooling Degree Days): measure of warm weather; correlates with electricity demand
    • Coverage: all 50 US states, four Census regions (Midwest, Northeast, South, West), and US national aggregate
    • Data range: Q1 2010 – Q4 2025, aggregated monthly
    • Common use: quantify weather's impact on energy company results

News

  • search_news

    Searches for financial news articles matching a query, with optional summarization.

    • Supports filtering by company, industry sector, date range, and predefined event category
    • Event categories: lawsuit_litigation, spinoff_ma, share_buybacks, segment_reclassifications, equity_issuance, debt_issuance_refinancing, activist_investor, restructuring_filings, regulatory_approvals, tariff_trade_policy, guidance_updates, monthly_sales_trading, stock_splits_bonus, licensing_partnerships, patent_expirations, supply_chain_disruptions
    • Sort by recency (default) or relevance; diversify mode spreads results across multiple companies instead of clustering around one
    • By default, returns an summary with cited sources; raw article retrieval is also supported

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