PineGap MCP Documentation

Institutional equity research tools for Claude and other MCP clients

Overview

The pinegap MCP server exposes 42institutional-grade equity research tools directly inside Claude and any MCP-compatible client. Connect once and get access to earnings analysis, KPI tracking, SEC filing extraction, sentiment detection, comp sheets, read-throughs, investment thesis management, and more — all grounded in pinegap's curated financial data and AI synthesis layer.

Server URLhttps://mcp.pinegap.aiTransportStreamable HTTP (SSE fallback supported)AuthOAuth 2.1 (recommended) · API KeyRate limits60 req/min default · 10 req/min for AI synthesis tools

Prerequisites

An active PineGap account is required. Sign up at pinegap.ai or contact us for enterprise access.

Connecting via OAuth (Recommended)

pinegap MCP uses OAuth 2.1 with WorkOS AuthKit. Most clients (Claude.ai, Claude Desktop, MCP Inspector, Cursor) handle the flow automatically.

  1. Open your MCP client's server settings and add https://mcp.pinegap.ai.
  2. Your client will redirect you to the pinegap login page.
  3. Sign in with your pinegap account credentials.
  4. You're connected — no manual token handling needed.

Claude Desktop config

{
  "mcpServers": {
    "pinegap": {
      "type": "http",
      "url": "https://mcp.pinegap.ai"
    }
  }
}

Connecting via API Key

If your client doesn't support OAuth, authenticate with a pinegap API key (format: pgap_sk_...). Contact the pinegap team to obtain one.

{
  "mcpServers": {
    "pinegap": {
      "type": "http",
      "url": "https://mcp.pinegap.ai",
      "headers": {
        "Authorization": "Bearer pgap_sk_YOUR_KEY"
      }
    }
  }
}

Testing with MCP Inspector

The MCP Inspector lets you explore and test tools interactively before integrating with Claude.

  1. Install and run: npx @modelcontextprotocol/inspector
  2. Enter https://mcp.pinegap.ai as the server URL.
  3. Complete the OAuth login flow when prompted.
  4. Browse available tools, run test calls, and inspect raw responses.

Tool Reference

42 tools across 6 categories.

Extraction(5 tools)

Structured data extracted from SEC filings (10-K, 10-Q, DEF-14A) and primer deep-dives.

management-compensation-driversManagement Compensation Driversread-only

Extracts the performance drivers and explicit weightings that determine executive incentive pay from the latest proxy filing. Produces a concise markdown summary separating short-term vs long-term incentive drivers for named executive officers, grounded solely in filing text.

Inputs

ParameterTypeRequiredDescription
tickerstringyesStock ticker
includePriorYearbooleannoInclude prior fiscal year for comparison

Output

ticker, documentUsed, content (markdown: STI drivers, LTI drivers, metrics, weightings per NEO).

primerPrimer Dataread-only

Retrieves the latest primer sections for a company — a deep-dive structured overview including business model, segment breakdown, competitive dynamics, and financial framework.

Inputs

ParameterTypeRequiredDescription
tickerstringyesStock ticker

Output

ticker, sections[] { sectionName, content }, lastUpdated.

quality-of-earningsQuality of Earningsread-only

Scores earnings quality risk across six accounting dimensions using the most recent 10-K or 10-Q — returning per-flag verdicts and filing-specific evidence for each raised risk. Dimensions include revenue recognition, accruals, cash conversion, non-GAAP adjustments, off-balance-sheet exposure, and footnote disclosures.

Inputs

ParameterTypeRequiredDescription
tickerstringyesStock ticker

Output

ticker, filingUsed, scores[] { dimension, verdict, evidence, citations[] }, overallRiskLevel.

red-flag-financialFinancial Red Flagsread-only

Flags financial and accounting risks from the latest 10-K/10-Q — including liquidity stress, earnings-quality issues, aggressive accounting or non-GAAP adjustments, control weaknesses, covenant pressure, and balance-sheet impairment triggers.

Inputs

ParameterTypeRequiredDescription
tickerstringyesStock ticker

Output

scope: 'financial', source, documentType, redFlags[] { flag, severity, evidence, citations[] }.

red-flag-governanceGovernance Red Flagsread-only

Surfaces corporate governance and shareholder-rights red flags from proxy disclosures (DEF-14A) — board independence/oversight issues, problematic pay practices, related-party transactions, weak say-on-pay signals, and anti-shareholder provisions.

Inputs

ParameterTypeRequiredDescription
tickerstringyesStock ticker
allowAnnualFallbackbooleannoFall back to Annual Report if no DEF-14A

Output

scope: 'governance', source, documentType, redFlags[] { flag, severity, evidence, citations[] }.

Research(1 tools)

Stock performance attribution powered by earnings context and return data.

performance-attributionPerformance Attributionread-only

Generates a portfolio-style attribution paragraph explaining why a stock outperformed or underperformed over a selected period, incorporating earnings transcript context and quantitative return data.

Inputs

ParameterTypeRequiredDescription
tickerstringyesStock ticker
periodstringnoStandard period (YTD | 1M | 3M | 6M | 1Y) or custom start/end dates

Output

ticker, period, return (%), content (attribution paragraph).

Retrieval(23 tools)

Read-only access to market data, earnings analysis, SEC filings, KPIs, and financial metrics.

comp-sheetComp Sheetread-only

Retrieves a company's comp sheet — competitor lists, metric definitions, periods, and resolved actuals/estimates cells. Mirrors the pinegap comp sheet view with peer comparisons across key financial metrics.

Inputs

ParameterTypeRequiredDescription
tickerstringyesStock ticker

Output

ticker, compSheet { competitors[], metrics[], periods[], cells[][] }, formatted markdown table.

company-metricsCompany Metricsread-only

Returns company-level financial data, operational KPIs, consensus estimates, earnings surprises, and estimate revision changes for a single ticker.

Inputs

ParameterTypeRequiredDescription
querystringnoNatural-language context
tickerstringyesStock ticker

Output

companyData, operationalData, consensusEstimates, surprises, revisionChanges, source.

company-profileCompany Profileread-only

Fetches key company profile fields for a ticker — market cap, currency, 52-week range, IPO date, geography, beta, and average volume from the market data provider.

Inputs

ParameterTypeRequiredDescription
tickerstringyesStock ticker

Output

found, ticker, symbol, marketCap, currency, range, ipoDate, city, state, country, lastDividend, beta, avgVolume.

conference-recapConference Recapread-only

Retrieves summaries of investor conferences attended by a company during the inter-quarter window following a specified earnings period. The window starts on the earnings call release date and ends at the next earnings call.

Inputs

ParameterTypeRequiredDescription
tickerstringyesStock ticker
yearnumbernoFiscal year
quarternumbernoQuarter
halfnumbernoHalf
generatebooleannoForce regeneration

Output

ticker, basePeriod, startDate, endDate, conferences[] { title, releaseDate, type, summary, citations[] }.

conference-takeawaysConference Takeawaysread-only

Retrieves short AI-generated takeaways (one paragraph per conference) for investor/analyst conferences that occurred after a specified earnings call. The window opens on the earnings call release date and has no upper bound.

Inputs

ParameterTypeRequiredDescription
tickerstringyesStock ticker
yearnumbernoFiscal year (defaults to latest)
quarternumbernoQuarter (1–4)
halfnumbernoHalf (1–2)
documentIdnumbernoBypass period resolution with a specific earnings call document ID
maxResultsnumbernoLimit number of takeaways returned

Output

ticker, period, earningsDocumentId, conferences[] { title, date, summary }.

dividend-historyDividend Historyread-only

Fetches dividend history for a ticker — ex-dividend dates, payment dates, and dividend amounts.

Inputs

ParameterTypeRequiredDescription
tickerstringyesStock ticker
startDatestringnoISO date filter start (YYYY-MM-DD)
endDatestringnoISO date filter end (YYYY-MM-DD)

Output

found, ticker, symbol, startDate, endDate, dividends[] { date, adjDividend, dividend, recordDate, paymentDate, declarationDate }.

earnings-price-reactionsEarnings Day Price Reactionsread-only

Returns the historical earnings-day stock-price reaction table — 1-day and 5-day post-earnings price moves for the most recent fiscal periods.

Inputs

ParameterTypeRequiredDescription
tickerstringyesStock ticker

Output

found, ticker, reactions[] { quarterLabel, reportedDate, fiscalEarningsDate, marketTiming, reaction1d, reaction5d } ordered most-recent-first.

earnings-recapEarnings Recapread-only

Retrieves a comprehensive post-earnings analysis for a completed earnings period. Analyzes earnings call transcripts and press releases to produce a narrative summary of key themes, a metrics table comparing actuals vs consensus (revenue, EPS, and key metrics), and guidance highlights.

Inputs

ParameterTypeRequiredDescription
tickerstringyesStock ticker
yearnumbernoFiscal year (defaults to latest)
quarternumbernoQuarter (1–4)
halfnumbernoHalf (1–2)
generatebooleannoForce regeneration (default: false)

Output

ticker, period, takeaway (AI narrative), table[] (metric, actual, consensus, beat/miss %), summary.

earnings-takeawayEarnings Takeawayread-only

Returns a structured post-earnings scorecard covering price reactions (1-day, 5-day), beat/miss metrics, estimate revisions, and guidance direction. Lighter than earnings-recap; ideal when you need the headline numbers quickly.

Inputs

ParameterTypeRequiredDescription
tickerstringyesStock ticker
yearnumbernoFiscal year (auto-resolves if omitted)
quarternumbernoQuarter
halfnumbernoHalf

Output

Ticker, Sector, Industry, 1-D Reaction, 5-D Reaction, Implied Move, Beat/Miss, Guidance direction, Key Debates.

fetch-documentFetch Company Documentread-only

Retrieves the full text of company documents — Earnings Calls, Press Releases, 10-K, 10-Q. Supports three delivery modes: content (inline text), viewer (returns a viewer URL), and download (returns a pre-signed download URL).

Inputs

ParameterTypeRequiredDescription
tickerstringyesStock ticker
documentTypestringyesEarningsCall | PressRelease | 10-K | 10-Q
yearnumbernoFiscal year
quarternumbernoQuarter (1–4)
halfnumbernoHalf (1–2)
deliveryModestringnocontent | viewer | download (default: content)

Output

mode, metadata (title, documentType, releaseDate), content (plain text), truncated flag, viewer { url, renderType }, download { url, format, filename }.

guidanceManagement Guidanceread-only

Advanced guidance extraction system that captures all forward-looking statements from management — from precise quantitative targets (revenue, EPS, margins) to qualitative directional commentary. Covers both near-term quarterly guidance and longer-range financial targets.

Inputs

ParameterTypeRequiredDescription
tickerstringyesStock ticker
yearnumbernoFiscal year
quarternumbernoQuarter
halfnumbernoHalf
generatebooleannoForce regeneration

Output

ticker, period, guidance[] { metric, value, period, outcome, commentary, citations[] }.

key-debatesKey Debatesread-only

Retrieves the most discussed topics and key debates from an earnings call — the themes that management and analysts focused on. Uses frequency analysis and importance weighting on the transcript to surface what truly mattered to the investment community.

Inputs

ParameterTypeRequiredDescription
tickerstringyesStock ticker
yearnumbernoFiscal year
quarternumbernoQuarter
halfnumbernoHalf

Output

ticker, period, keyDebates[] { topic, summary, tag, citations[] { text, documentId, pageNumber } }.

latest-periodLatest Fiscal Periodread-only

Returns fiscal period information for a ticker. In discovery mode (no year/quarter supplied) it returns the most recent period for which content is available. In check mode (year + quarter/half supplied) it confirms whether a document exists for that specific period.

Inputs

ParameterTypeRequiredDescription
tickerstringyesStock ticker
documentTypestringnoEarningsCall | PressRelease | 10-K | 10-Q (defaults to EarningsCall)
yearnumbernoFiscal year to check
quarternumbernoQuarter (1–4)
halfnumbernoHalf (1–2) for semi-annual reporters

Output

ticker, documentType, mode, exists, period { year, quarter, half, periodString }, document { id, title, releaseDate }.

market-quoteMarket Quoteread-only

Fetches the latest market quote for a ticker — current price, daily change percentage, session high/low, and 52-week range.

Inputs

ParameterTypeRequiredDescription
tickerstringyesStock ticker

Output

found, ticker, symbol, price, changesPercentage, dayLow, dayHigh, yearLow, yearHigh.

podcastPodcast Intelligenceread-only

Unified access to investment-focused podcasts. Browse available podcasts, list episodes, fetch transcripts, retrieve AI-extracted equity insights, and search for ticker mentions across episodes.

Inputs

ParameterTypeRequiredDescription
modestringyeslist-podcasts | list-episodes | get-episode | get-transcript | get-insights | ticker-mentions
podcastIdstringnoRequired for episode/transcript/insight modes
episodeIdstringnoRequired for get-episode, get-transcript, get-insights
tickerstringnoRequired for ticker-mentions
startDatestringnoISO date; defaults to last 30 days for ticker-mentions
endDatestringnoISO date
transcriptFormatstringnojson | text (default: json)
limitnumbernoPagination limit (default: 50)
offsetnumbernoPagination offset (default: 0)

Output

podcasts[], episodes[], episode details, transcriptItems[] or transcriptText, insights[], tickerMentions[].

quant-metricsQuantitative Metricsread-only

Returns standardized quantitative metrics for up to 20 tickers simultaneously — valuation (P/E, EV/EBITDA, P/S), market data (price, market cap), consensus estimates, revision data, and earnings surprises.

Inputs

ParameterTypeRequiredDescription
querystringnoNatural-language context for the request
tickersstring[]yesUp to 20 ticker symbols

Output

tickers, notFound[], standardizedData, valuationMetrics, marketData, estimatesData, revisionsData, surprisesData.

readthroughsRead-Throughsread-only

Returns quotes from other companies' recent earnings calls and press releases that mention or link to a target ticker. Each read-through includes inferred impact direction and relationship context — useful for building a mosaic across the value chain.

Inputs

ParameterTypeRequiredDescription
tickerstringyesTarget ticker
lookBackDaysnumbernoDays to look back (default: 30)
sourceSectorsstring[]noFilter by source company sector
sourceMarketsstring[]noFilter by source market
sourceMarketCapstringnoLargeCap | MidCap | SmallCap
targetKindsstring[]nocustomer | supplier | competitor | partner

Output

ticker, filters, count, data[] { readthroughOrder, classification, topic, quote, citations[] }.

risksRisk Factorsread-only

Returns risk factors from a company's 10-K/10-Q filing. Mode 'new' returns risks classified as NEW or UPDATED in the specified filing. Mode 'active' returns the full active risk set through the resolved filing.

Inputs

ParameterTypeRequiredDescription
tickerstringyesStock ticker
modestringyesnew | active
yearnumbernoFiscal year (defaults to latest)
quarternumbernoQuarter (1–4)
documentIdnumbernoSpecific 10-K/10-Q document ID

Output

ticker, mode, period, documentId, count, risks[] { title, description, summary, category, severity, status }.

screener-statusScreener Statusread-only

Retrieves the status of an ongoing or completed screener conversation, including results and individual company reports if available.

Inputs

ParameterTypeRequiredDescription
conversationIdstringyesScreener conversation ID from screener-start
modestringnolatest | list (default: latest)
reportThresholdnumbernoMinimum score threshold for reports
includeReportsbooleannoInclude per-company reports in response
reportTickersstring[]noOnly include reports for these tickers

Output

mode, state, conversationId, results[] { stockTicker, stockName, metrics[], reportContent }, tickers[].

screener-startStart Screener Conversationwrite

Initiates or continues an AI-powered screener conversation. Describe the investment criteria in natural language; the screener interprets the criteria, identifies matching companies, and may ask follow-up questions to refine the screen.

Inputs

ParameterTypeRequiredDescription
querystringyesNatural-language screening criteria
filtersobjectnoStructured filter overrides
conversationIdstringnoContinue an existing conversation
followUpstring[]noAnswers to prior follow-up questions

Output

conversationId, needsFollowUp (boolean), questions[], status, message. Use screener-status to poll for results.

short-interestShort Interest Historyread-only

Fetches short-interest history (% of float, bi-monthly settlement data) for a single ticker over the trailing ~89 days. Returns a renderHints block for charting.

Inputs

ParameterTypeRequiredDescription
tickerstringyesStock ticker

Output

found, ticker, unit, source, points[] { date, percentOfFloat }, renderHints.

stock-lookupStock Lookupread-only

Retrieves stock information by ticker symbol, Bloomberg ticker, Nasdaq ticker, or company name. Returns company metadata including ID, name, exchange, sector, reporting frequency, and external data-provider identifiers. Use this tool first to verify a ticker exists before calling any other tool.

Inputs

ParameterTypeRequiredDescription
tickerstringnoExchange ticker (e.g. AAPL)
bloombergTickerstringnoBloomberg ticker
nasdaqTickerstringnoNasdaq ticker
namestringnoCompany name (fuzzy search)

Output

found (boolean), ticker, stock object (id, name, exchange, sector, reportingFrequency), or multiple matches with count.

value-chainValue Chainread-only

Retrieves the ordered value-chain peer list for a ticker — customers, suppliers, competitors, and partners as configured in pinegap.

Inputs

ParameterTypeRequiredDescription
tickerstringyesStock ticker

Output

ticker, topologyId, count, members[] { ticker, name, orderingIndex, type, subType, metadata }.

Synthesis(9 tools)

AI-powered analysis generated fresh from earnings transcripts, SEC filings, and financial data. These tools call LLMs and are rate-limited to 10 req/min.

capital-allocationCapital Allocationread-only

Analyzes capital allocation strategy covering liquidity, reinvestment, debt philosophy, shareholder returns (dividends/buybacks), and M&A approach. Grounded in the latest 10-K and proxy filing.

Inputs

ParameterTypeRequiredDescription
tickerstringyesStock ticker

Output

ticker, content (markdown capital allocation analysis).

competitive-landscapeCompetitive Landscaperead-only

Generates a competitor identification and competitive landscape analysis from the latest 10-K/20-F filings. Covers market position, key differentiators, and competitive dynamics.

Inputs

ParameterTypeRequiredDescription
tickerstringyesStock ticker

Output

ticker, content (markdown competitive landscape analysis).

earnings-previewEarnings Previewread-only

Generates a comprehensive pre-earnings analysis for an upcoming report. Combines consensus estimates and historical beat/miss patterns, recent news summarized by AI, and an AI-generated preview takeaway. Best used 1–2 weeks before an earnings call.

Inputs

ParameterTypeRequiredDescription
tickerstringyesStock ticker
generatebooleannoForce regeneration of the AI takeaway

Output

ticker, basePeriod, upcomingPeriod, previewData (estimates + beat/miss history), takeaway (AI narrative), takeawayStatus, newsRecap, conferenceTakeaways.

executive-biosExecutive Profilesread-only

Generates detailed profiles for the C-Suite leadership team — synthesizing proxy statements, 8-K filings, and web research for background, tenure, and prior roles.

Inputs

ParameterTypeRequiredDescription
tickerstringyesStock ticker

Output

ticker, data (executive bios and ownership/governance analysis).

management-followupManagement Follow-Up Questionsread-only

Generates follow-up questions for the latest earnings call, grouped by thematic section (financial performance, operations, strategy, etc.). Useful for preparing for management meetings or building a monitoring framework.

Inputs

ParameterTypeRequiredDescription
tickerstringyesStock ticker

Output

content (markdown document of follow-up questions organised by section).

operating-metrics-commentaryOperating Metrics Commentaryread-only

Pulls verbatim management quotes from an earnings call transcript, organised into 12 operational categories including pricing, volume, margins, capex, competition, and macro. Every quote is a direct excerpt — nothing is paraphrased or generated.

Inputs

ParameterTypeRequiredDescription
tickerstringyesStock ticker
yearnumbernoFiscal year
quarternumbernoQuarter
halfnumbernoHalf

Output

ticker, period, sections[] { category, quotes[] { text, speaker, citations[] } }.

proxy-reviewProxy Reviewread-only

Generates a markdown proxy review covering board oversight and composition, ownership and voting control, executive compensation structure and performance linkage, and notable shareholder proposals. Grounded solely in DEF-14A filing text.

Inputs

ParameterTypeRequiredDescription
tickerstringyesStock ticker
allowAnnualFallbackbooleannoFall back to 20-F/Annual Report if no DEF-14A (default: false)

Output

ticker, documentId, documentTypeUsed, content (markdown proxy review).

proxy-votingProxy Votingread-only

Generates voting recommendations for board meeting items in the latest DEF-14A proxy statement using internal voting guidelines.

Inputs

ParameterTypeRequiredDescription
tickerstringyesStock ticker

Output

ticker, eventDate, resultJson (structured voting recommendations).

sentiment-analysisSentiment Analysisread-only

Analyzes sentiment change for a keyword across consecutive earnings calls — comparing current and previous periods to detect shifts in management tone, emphasis, and language. When no keyword is provided, returns the stored curated sentiment analysis for the period.

Inputs

ParameterTypeRequiredDescription
tickerstringyesStock ticker
keywordstringnoKeyword to track (e.g. 'margins', 'AI', 'tariffs')
yearnumbernoFiscal year
quarternumbernoQuarter
halfnumbernoHalf

Output

ticker, period, keyword, sentiment score/direction OR sentimentByKeyword{} map with trend data and source citations.

System(1 tools)

Server diagnostics and connectivity verification.

healthHealth Checkread-only

Verifies the MCP server is running and its database connection is active. Use to diagnose connectivity issues before making other requests.

Output

status (ok | degraded | error), dbConnected, timestamp, version.

Watchlists(3 tools)

Create and manage saved watchlists of tickers.

watchlist-createCreate Watchlistwrite

Creates a new watchlist for the current user with an optional initial set of tickers.

Inputs

ParameterTypeRequiredDescription
namestringyesWatchlist name (1–255 characters)
tickersstring[]noInitial tickers to add

Output

watchlist { id, name, tickers[] }, created.

watchlist-listList Watchlistsread-only

Retrieves all watchlists for the current user.

Output

watchlists[] { id, name, tickers[] }, count.

watchlist-updateUpdate Watchlistwrite

Updates a watchlist's name or ticker list. Overwrites the existing ticker list when tickers are supplied.

Inputs

ParameterTypeRequiredDescription
watchlistIdstringyesWatchlist ID from watchlist-list
namestringnoNew name
tickersstring[]noNew full ticker list (replaces existing)

Output

watchlist { id, name, tickers[] }, updated.

Error Codes

All errors follow a standard envelope: { error: true, code: string, message: string }

CodeDescription
VALIDATION_ERROROne or more input fields failed validation
MISSING_REQUIRED_FIELDA required input field was not provided
INVALID_FIELD_VALUEA field value is outside the allowed range or format
CONFLICTING_PARAMETERSTwo supplied parameters are mutually exclusive
NOT_FOUNDThe requested resource could not be found
STOCK_NOT_FOUNDNo stock matching the supplied ticker or name was found
DOCUMENT_NOT_FOUNDThe requested document does not exist in pinegap's database
PERIOD_NOT_FOUNDNo data exists for the specified fiscal period
EXTERNAL_SERVICE_ERRORUpstream data provider returned an error
DATABASE_ERRORInternal database query failed
AI_SERVICE_ERRORLLM or AI synthesis step failed
S3_ERRORFile storage retrieval failed
RATE_LIMITEDRequest rate limit exceeded — retry after the indicated delay
INTERNAL_ERRORUnexpected server error
UNKNOWN_ERRORAn unclassified error occurred

Troubleshooting

ProblemFix
Can't sign in after OAuth redirectEnsure your account is active on app.pinegap.ai
401 UnauthorizedToken missing, expired, or malformed — re-authenticate
403 ForbiddenAccount not recognised — contact support@pinegap.us
RATE_LIMITED errorAI synthesis tools cap at 10 req/min. Wait and retry.
STOCK_NOT_FOUND for a valid tickerTry stock-lookup first to verify the exact ticker in pinegap's database
DOCUMENT_NOT_FOUNDUse latest-period to confirm the period exists before calling document tools

Support

Questions or access issues? Email support@pinegap.us.

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Overview

Primer

Valuation

Proxy Review

Risk Tracker

Compare Grid

Historical Comps

Peer Comps

Earnings

Key Debates

Earnings Recap

Guidance

Earning Preview

Sentiment

Readthroughs

New

Documents

Conferences

Conference Recap

Mgmt Followup Qs

Documents

Podcast

Podcast Recap

Podcast Transcript

Documents

Company Settings

Screening

AI Screener

Keyword Screener

Thesis

Thesis Dashboard

Agents

Watchlist

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