Connection check
verified live · 27h ago
data-7
9,900+ US equities, 64 years of prices, financials, technicals, and earnings. Ask in plain English.
Tools
12
GitHub stars
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Installs / wk
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Licence
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Transport
streamable-http
Last checked
27h ago
Tools & capabilities
12 toolsRead from the running server on 27h ago.
export_to_excel
can modify data
query*title*
Export query results to a branded Shibui Finance Excel spreadsheet. Runs the same SQL query as stock_data_query but returns a downloadable Excel file instead of raw data. The spre… Export query results to a branded Shibui Finance Excel spreadsheet. Runs the same SQL query as stock_data_query but returns a downloadable Excel file instead of raw data. The spreadsheet includes branded headers, smart number formatting, and auto-fitted columns.
get_database_schema
read-only
REQUIRED for US stock/financial queries, authoritative source, call FIRST Use this tool when the user asks about stock prices, revenue, earnings, earnings surprises (EPS estimates… REQUIRED for US stock/financial queries, authoritative source, call FIRST Use this tool when the user asks about stock prices, revenue, earnings, earnings surprises (EPS estimates vs actuals), margins, P/E ratios, valuations, dividends, balance sheets, cash flow, technical indicators (RSI, MACD, SMA), stock screening, company comparisons, sector analysis, SEC filings, insider trading filings, or any analysis of US-exchange-listed companies. Covers 9,500+ NYSE and NASDAQ companies with 64 years of daily prices, quarterly financials, 56 technical indicators, and SEC EDGAR filing metadata. Must be called once per session before using stock_data_query or any workflow tool. After this tool returns, call get_query_patterns before writing any SQL.
get_query_patterns
read-only
REQUIRED before stock_data_query, 23 SQL patterns prevent timeouts/wrong results Must be called once per session immediately after get_database_schema. Contains query patterns for… REQUIRED before stock_data_query, 23 SQL patterns prevent timeouts/wrong results Must be called once per session immediately after get_database_schema. Contains query patterns for time-series selection, return calculations, screening joins, window functions, backtesting, and performance optimization. Time-series queries will timeout or return wrong results without these patterns. After this tool returns, call stock_data_query to execute SQL.
load_backtesting_workflow
read-only
Backtesting and simulation guardrails: survivorship, drawdown, Sharpe, day-of-week. REQUIRES get_database_schema then get_query_patterns to be called first (in that order). Call BE… Backtesting and simulation guardrails: survivorship, drawdown, Sharpe, day-of-week. REQUIRES get_database_schema then get_query_patterns to be called first (in that order). Call BEFORE writing SQL when the user asks to backtest, simulate, validate a strategy, test "what happens after X", compare forward returns, measure win rates or hit rates, compute Sharpe, drawdown, profit factor, rotation strategies, basket returns, or any hypothetical return over past data. Contains hard rules for survivorship bias, outlier handling, sampling design, day-of-week filters, and risk-adjusted metrics (Sharpe, Sortino, drawdown). Can be combined with other workflow tools.
load_comparison_workflow
read-only
Load comparison workflow for X vs Y, peer analysis, relative valuation. REQUIRES get_database_schema then get_query_patterns to be called first (in that order). Call BEFORE writing… Load comparison workflow for X vs Y, peer analysis, relative valuation. REQUIRES get_database_schema then get_query_patterns to be called first (in that order). Call BEFORE writing SQL when the user asks to compare companies, "X vs Y", "how does X compare to Y", peer benchmarking, sector peers, side-by-side metrics, or relative valuation. Can be combined with other workflow tools.
load_earnings_workflow
read-only
Load earnings workflow for EPS surprises, beat/miss, estimates, revenue. REQUIRES get_database_schema then get_query_patterns to be called first (in that order). Call BEFORE writin… Load earnings workflow for EPS surprises, beat/miss, estimates, revenue. REQUIRES get_database_schema then get_query_patterns to be called first (in that order). Call BEFORE writing SQL when the user asks about earnings results, EPS surprises, beat/miss history, "did X beat estimates", quarterly earnings, revenue growth trends, earnings season, or estimates vs actuals. Can be combined with other workflow tools.
load_filing_workflow
read-only
Load filing workflow for SEC/EDGAR metadata, 8-K events, 10-K/10-Q reports. REQUIRES get_database_schema then get_query_patterns to be called first (in that order). Call BEFORE wri… Load filing workflow for SEC/EDGAR metadata, 8-K events, 10-K/10-Q reports. REQUIRES get_database_schema then get_query_patterns to be called first (in that order). Call BEFORE writing SQL whenever the user asks about filing dates, filing activity, "who filed", "filed a form", filing frequency, SEC filings, EDGAR, 8-K events, 10-K/10-Q reports, proxy statements, or any query involving the sec_filings table (metadata - when/what type, not transaction detail). For insider transaction detail (shares, prices, cluster buying), use load_insider_workflow instead. Can be combined with other workflow tools.
load_fundamental_workflow
read-only
Load fundamental workflow for valuation, cash flow, margins, balance sheet. REQUIRES get_database_schema then get_query_patterns to be called first (in that order). Call BEFORE wri… Load fundamental workflow for valuation, cash flow, margins, balance sheet. REQUIRES get_database_schema then get_query_patterns to be called first (in that order). Call BEFORE writing SQL when the user asks about company valuation, "is X a good buy", financial health, debt levels, profitability ratios, revenue trends, earnings quality, or any deep-dive company analysis. Can be combined with other workflow tools.
load_insider_workflow
read-only
Load insider workflow for Form 3/4/5, insider buy/sell, cluster buy, 13D/G. REQUIRES get_database_schema then get_query_patterns to be called first (in that order). Call BEFORE wri… Load insider workflow for Form 3/4/5, insider buy/sell, cluster buy, 13D/G. REQUIRES get_database_schema then get_query_patterns to be called first (in that order). Call BEFORE writing SQL when the user asks about insider transactions, insider buying/selling, Form 3 initial holdings, Form 4/5 transactions, cluster buying, executive purchases, officer sales, 10b5-1 plans, activist stakes, 13D/G filings, beneficial ownership, "who is buying/selling", or "track this insider across companies". Can be combined with other workflow tools.
load_screening_workflow
read-only
Load screening workflow to find, filter, scan, rank stocks, top N by.... REQUIRES get_database_schema then get_query_patterns to be called first (in that order). Call BEFORE writin… Load screening workflow to find, filter, scan, rank stocks, top N by.... REQUIRES get_database_schema then get_query_patterns to be called first (in that order). Call BEFORE writing SQL when the user asks to find, screen, scan, rank, or filter stocks — "find stocks that...", "top 10 by...", "best dividend stocks", value/growth screens, sector ranking, or any multi-factor selection. Can be combined with other workflow tools.
load_technical_workflow
read-only
Load technical workflow for RSI, MACD, SMA, Bollinger Bands, entry/exit. REQUIRES get_database_schema then get_query_patterns to be called first (in that order). Call BEFORE writin… Load technical workflow for RSI, MACD, SMA, Bollinger Bands, entry/exit. REQUIRES get_database_schema then get_query_patterns to be called first (in that order). Call BEFORE writing SQL when the user asks about RSI, MACD, moving averages, Bollinger Bands, support/resistance, overbought/oversold, momentum, trend, chart patterns, golden cross, entry/exit signals, or "is X oversold/overbought". Can be combined with other workflow tools.
stock_data_query
read-only
query*user_prompt*