mcp server

Stocklake — AI Stock Intelligence

AI stock intelligence: prices, fundamentals, technicals, news, macro regime, and sector signals.

Description as published by the maintainer. Source

• version 1.0.0
• active

active — Registry entry last updated 2026-06-02.

What this server can do

17 functions, named and described by the server itself. Parameter names are shown because they say more about what a function does than its name usually does.

get_earnings_calendar(days)

Upcoming earnings dates for stocks in the Stocklake universe. - days: look-ahead window in days (default 7, max 30) - Returns: { window_days, from_date, to_date, count, results[] } - Each result: symbol, name, sector, market_cap, price, rsi, earnings_date (ISO UTC), is_estimate, eps_trailing, eps_forward - Sorted by earnings_date ascending. - Dates sourced from market data — treat is_estimate=true dates as approximate. Available to all tiers.

get_earnings_intelligence(limit, sector, days_ahead, min_flag_score)

Upcoming earnings with AI context — flag scores, verdicts, and risk factors per stock. Combines the earnings calendar with AI pipeline data to surface which upcoming earnings events are worth monitoring. Parameters: - days_ahead: look-ahead window in days (default 14, max 30) - sector: filter to one sector (e.g. "Technology") - min_flag_score: only return stocks with AI flag score >= this value (optional). Applied server-side before `limit` truncates the result — a stock with a qualifying score always counts against `limit` ahead of one without, rather than being cut off first for reporting later in the earnings window. - limit: max results to return (default 25, max 25). Each returned ticker counts as one call toward your daily limit — see the docs' rate-limit section. Returns per stock (sorted by earnings_date ascending): - earnings_date: ISO UTC timestamp · is_estimate: whether date is estimated - symbol, name, sector, price, rsi, market_cap - eps_trailing, eps_forward (earnings expectations context) - ai_verdict, ai_flag_score, ai_confidence (nightly AI pipeline) - ai_risks: top 2 AI-identified risk factors - analyst_rating, analyst_target Pro tier only — AI pipeline cost attached. For informational purposes only. Not financial advice.

get_indicator_history(days, symbol)

Historical daily indicator snapshots for a stock — ideal for charting and trend detection. Returns up to `days` days of data (max 730, default 90) from the stock_indicator_snapshots collection which is populated daily by the indicator pipeline. Each snapshot row contains: - recorded_at: ISO date string - price: closing price at snapshot time - rsi: RSI(14) value (0-100) - macd_histogram: MACD histogram value (positive = bullish momentum) - bb_pct: Bollinger Band % position (0 = at lower, 100 = at upper band) - sma20 / sma200: 20-day and 200-day simple moving averages - williams_r: Williams %R (0 to -100; >-20 overbought, <-80 oversold) - ultimate_osc: Ultimate Oscillator (0-100; >70 overbought, <30 oversold) - vix_fix_value: Williams VIX Fix synthetic fear gauge (higher = more fear) - williams_ad_trend: Accumulation/Distribution trend (rising/falling/flat) - td_signal: DeMark TD Sequential signal (BUY_SETUP/SELL_SETUP/BUY_COUNTDOWN/SELL_COUNTDOWN/null) - td_phase: DeMark phase (setup_active/setup_complete/countdown_active/countdown_done/null) - analyst_rating: analyst consensus (buy/outperform/hold/underperform/sell or null) - analyst_target: mean analyst price target or null Returns {} if fewer than 3 snapshots found. Pro tier only. For informational purposes only. Not financial advice. Required: symbol.

get_insider_activity(symbol)

Get AI-synthesized insider + institutional activity for a stock. Returns combined signal (BULLISH/BEARISH/NEUTRAL etc.), flag_score (8+=notable), confidence, per-source breakdown, and a human-readable summary. Data covers insider transactions (SEC Form 4) and institutional holdings. Pro tier only — AI pipeline cost attached. For informational purposes only. Not financial advice. Required: symbol.

get_market_assessment(history_count)

Combined AI market assessment: macro regime + market outlook in a single call. Produced every ~4 hours by the market intelligence pipeline. Two distinct perspectives returned together: - REGIME (RISK_OFF/CAUTIOUS/NEUTRAL/AGGRESSIVE): answers "how much equity risk to take" → use for position sizing and asset allocation decisions - OUTLOOK (BULLISH/NEUTRAL/BEARISH): answers "which direction and sectors to trade" → use for sector preference and directional bias Both share the same pipeline run so they are always in sync. - history_count: include last N prior assessments for each (0-3, default 0) - regime_*: risk posture fields — regime, regime_bias, regime_confidence, regime_rationale, key_risks, watch_for, vix_at_assessment, regime_updated_at - indicators.macro_data: FRED macro data (yield curve, Fed funds, cpi_index, unemployment, M2) - indicators.volatility_term_structure: VIX spot/3M/6M term structure + contango signal - indicators.market_sentiment: CNN Fear & Greed value and label - market_context: price/RSI/SMA200/perf snapshot of SPY/QQQ/IWM/TLT/GLD/VIX/TNX + sectors NOTE: point-in-time snapshot recorded when AI ran — not live prices (use get_market_pulse for live) - outlook_*: directional fields — outlook, outlook_conviction, equity_view, preferred_sectors, avoided_sectors, catalyst, outlook_key_risk, outlook_rationale, outlook_updated_at Pro tier only — AI pipeline cost attached. For informational purposes only. Not financial advice.

get_market_movers(limit, category, min_market_cap_b)

Top market movers from the Stocklake universe — gainers, losers, most active. - category: "gainers" | "losers" | "most_active" | "all" (default "all" = all 3 categories) - limit: results per category (default 10, max 20). Each returned stock counts as one call toward your daily limit — a symbol appearing in more than one category (e.g. both "gainers" and "most_active") counts once per category it appears in. - min_market_cap_b: filter to stocks above this market cap in billions (e.g. 1.0 = $1B+) Returns per stock: symbol, name, sector, price, change_pct, volume, rsi, market_cap, atr_pct (atr_pct omitted when the underlying volatility reading is missing or corrupted). Available to all tiers. Pro tier adds the minimum AI-narrative slice (ai_verdict, ai_confidence, ai_flag_score, ai_headline) — precomputed, no extra AI cost. A big mover's price/volume/RSI alone doesn't say whether the move matters; the one-line headline does. For the full research bundle on any one mover, call get_stock_research(symbol).

get_market_pulse

Live market health snapshot in a single call. Aggregates key market indicators without requiring multiple tool calls. No AI cost — reads live data directly from the market data feed. Returns: - vix: VIX level and change_pct (from live stocks data) - fear_greed: value (0-100) and label (e.g. "neutral", "greed", "fear") - breadth: market-wide RSI distribution — oversold_pct, overbought_pct, neutral_pct, universe_size - indices: SPY, QQQ, IWM prices + RSI + 1-week performance - bonds_commodities: TLT (long-duration bonds), GLD (gold) - updated_at: when the breadth/fear_greed snapshot was last recorded Available to all tiers.

get_news_feed(days, limit, min_flag_score)

Top AI-flagged news across all tracked stocks — the market-wide news briefing. Unlike get_stock_news (per-symbol), this scans the entire universe and returns the most notable articles ranked by AI flag score, newest first within each score tier. Use this for: - Morning briefing: "what happened in the market this week?" - Catalyst scanning: "what news is driving moves right now?" - Event monitoring: "which stocks have high-impact news today?" - min_flag_score: minimum AI flag score (default 8, min 5, max 10) 8 = notable · 9 = high-impact · 10 = exceptional - days: look-back window in days (default 3, max 10) - limit: max articles returned (default 10, max 25) - Per article: symbol, title, published_at, ai_sentiment, ai_flag_score (0-10), ai_summary (full text), ai_confidence (0-10) Pro tier only — AI pipeline cost attached. For informational purposes only. Not financial advice.

get_screener(limit, preset, sector, country, max_rsi, min_rsi, sort_by, sort_dir, sma_trend, min_volume, macd_signal, max_perf_1d, min_perf_1d, analyst_rating, max_pe_forward, min_flag_score, max_market_cap_b, min_market_cap_b)

Filter and rank stocks from the Stocklake universe — fundamentals, technicals, and AI signals in one tool. Parameters: - sector: e.g. "Technology", "Healthcare", "Financial Services" - country: e.g. "United States", "Germany" - min_rsi / max_rsi: exact RSI bounds (e.g. max_rsi=30 = oversold, min_rsi=70 = overbought) - sma_trend: "above_200" (price above 200-day MA) | "below_200" - macd_signal: "bullish" (MACD line above signal) | "bearish" - min_perf_1d / max_perf_1d: 1-day performance % (e.g. min_perf_1d=2.0 = up 2%+ today) - min_volume: minimum daily volume (e.g. 1000000) - min_market_cap_b / max_market_cap_b: market cap in billions - max_pe_forward: maximum forward P/E (e.g. 20 = value screen) - analyst_rating: "strong_buy" | "buy" | "hold" | "sell" | "strong_sell" - min_flag_score: minimum AI flag score 0-10 (pro tier only — silently ignored for free) - preset: "oversold" | "overbought" | "momentum" | "high_conviction" (pro only) oversold = RSI≤35 + above SMA200 · overbought = RSI≥65 momentum = RSI 50-70, above SMA200, up 0.5%+ today · high_conviction = flag_score≥7 - sort_by: "market_cap" | "rsi" | "perf_1d" | "volume" | "analyst_rating" | "rating" | "flag_score" (pro). Defaults to "market_cap", except the "high_conviction" preset defaults to "flag_score" (the dimension it's filtering by) unless you explicitly pass a different sort_by. - sort_dir: "asc" | "desc" (default "desc") - limit: 1–25 (default 20). Each returned stock counts as one call toward your daily limit. Returns: { count, preset, filters, results[] } — each result includes symbol, name, sector, industry, country, price, change_pct, volume, market_cap, pe_forward, rsi, macd_signal, sma200_trend, analyst_rating. Pro tier adds rating (0-10 composite score) + flag_score + ai_verdict + ai_confidence + ai_headline to every result row (the headline is the "why" — a bare flag_score/verdict alone isn't enough to act on), enables min_flag_score filter, high_conviction preset, and sorting by rating/flag_score (sort_by silently falls back to market_cap on free/guest for both). All other filters available to all tiers. For the full research bundle on any one result, call get_stock_research(symbol).

get_sector_intelligence(sector, history_count, sort_by_strength)

AI-assessed sector intelligence: signal, cycle stage, rotation signal, drivers, alerts, and computed statistics per sector (RSI distribution, breadth, performance 1W/1M, top/bottom movers, historical percentiles). Pass a sector name for a single sector, or omit the parameter (or pass None) to get the latest assessment for all 11 sectors — the all-sectors call doubles as the rotation view: use sort_by_strength to rank LEADING-first for finding leading vs lagging sectors, and history_count for prior signal states per sector. - sort_by_strength: sort all-sectors output LEADING→LAGGING instead of alphabetical (all-sectors call only; ignored when a single sector is requested) - history_count: include last N prior signal states per sector, 0-3 (default 0; all-sectors call only) Refreshed every ~4 hours by the market intelligence pipeline. Available to pro tier only (AI pipeline costs). For informational purposes only. Not financial advice.

get_signals(limit, source, direction, min_conviction, min_flag_score)

AI-screened stock signals actively flagged by the Stocklake pipeline. These are stocks the pipeline's AI agents have identified as worth attention — sourced from news analysis, sector screening, and sentiment signals. Parameters: - direction: "LONG" | "SHORT" | "BOTH" (default: all) - min_conviction: minimum conviction score 0-10 (default 7) - min_flag_score: minimum flag score 0-10 (default 8; 9+ = high conviction) - source: filter by signal source — "news" | "screener" | "sentiment" | "social" (default: all) - limit: max results to return (default 25, max 25). Each returned signal counts as one call toward your daily limit. Returns: - count: number of signals returned - signals[]: each with symbol, direction, conviction (0-10), confidence (0-10), flag_score (0-10), source, rationale, expires - Note: signals expire daily — active signals represent the pipeline's current view. Pro tier only — AI pipeline cost attached. For informational purposes only. Not financial advice.

get_stock(symbol)

Price, fundamentals, technical indicators, and company profile for a stock. Returns all data needed to understand a stock in a single call. Key fields: - price, change_pct, prev_close, week52_high/low, volume, avg_volume - market_cap, enterprise_value, beta - pe_trailing, pe_forward, price_to_book, dividend_yield, dividend_rate - debt_to_equity, profit_margins, return_on_equity, free_cashflow - revenue_growth, earnings_growth, revenue_ttm, gross_profit_ttm - analyst_rating: "strong_buy"|"buy"|"hold"|"sell"|"strong_sell" (analyst consensus) - analyst_rating_score: 1.0–5.0 mean analyst recommendation (1=strong_buy, 5=strong_sell) - analyst_target: mean analyst price target - analyst_count: number of analyst opinions - indicators: raw RSI, MACD, Bollinger Bands, SMA20/SMA200, EMA20/EMA200, ATR (ma_50 and ma_200 are top-level fields, not inside indicators) - description: company business description - website, employees, officers (top 5: name, title, total_pay) - updated_at: last data sync timestamp Available to all tiers (raw indicator numbers, no interpretation). Pro tier adds four interpreted blocks computed from the same indicators, no extra AI cost, plus a minimum AI-narrative slice — all five below are precomputed, none cost a live AI call: - ai_verdict / ai_confidence / ai_flag_score / ai_headline: the minimum useful AI-narrative slice, shared by every pro-tier stock-returning tool. A bare flag_score alone isn't actionable (e.g. flag=7 + bearish while up 8% on the day with a strong_buy analyst rating is genuinely ambiguous) — the one-line headline is the "why". For the full text (summary/key_points/risks/near_term/longer_term) and cross-source news/insider context, call get_stock_research(symbol) instead — that's the only tool with the complete bundle. - rating: {score 0-10, direction BULLISH/NEUTRAL/BEARISH, signals per-indicator breakdown} — composite technical score - signals: flat labeled signals (rsi/macd/bollinger/sma200/sma50/williams_r/ultimate_osc/ vix_fix/williams_ad/td_sequential/elliott_wave, each with a value + plain-English label) — same indicators as 'indicators', pre-interpreted for programmatic use without parsing raw numbers - stance_signals: unified list of per-source directional calls (technical rating, AI summary near_term/longer_term, insider/institutional sentiment, analyst consensus, active screener signals) — each entry {stance BULLISH/BEARISH/NEUTRAL, conviction 0-10, horizon INTRADAY/SWING/POSITION/LONG_TERM, edge_quality PROVEN/OBSERVATION/UNKNOWN (per-source signal_backtest track record), source, raw_label, as_of}. Same canonical shape used on the stock detail page — a source with missing/stale data is simply omitted, not nulled out. - relative_strength: {windows: {5d/20d/60d/120d/12m -> {stock_return_pct, rs_vs_spy, rs_vs_qqq, rs_vs_sector}}, verdict: one-line plain-language read (e.g. "Laggard — weak on all windows")} — stock's own return minus each benchmark's return (percentage points, not a ratio) per window. rs_vs_sector uses the stock's GICS sector SPDR ETF (Vanguard backup if the primary lacks history); omitted for stocks with no resolvable sector (crypto, FX, indices). Windows/ benchmarks with insufficient history are omitted rather than null. null if not precomputed yet. Required: symbol.

get_stock_history(days, symbol)

Daily OHLCV price history for a stock. - days: number of trading days to return (default 90, max 365) - Returns: { symbol, days_requested, days_returned, count, history[] } — days_returned/count can be less than days_requested if less history exists - Per bar: date, open, high, low, close, volume Required: symbol.

get_stock_news(days, limit, symbol)

AI-analysed news for a stock, newest first. Only returns articles processed by our AI pipeline (sentiment, flag score, summary). - days: look-back window in days (default 30, max 30 free / 90 pro) - limit: max articles returned (default 10, max 5 free / 50 pro) - status: "ok" = articles returned | "empty" = no news in window - Per article: title, published_at, ai_sentiment, ai_flag_score (0-10), ai_summary (full text), ai_confidence (0-10) — Pro only, see below Free tier: up to 5 articles, title + published_at only (no AI fields), 30-day window. Pro tier: up to 50 articles with full AI fields, 90-day window. For informational purposes only. Not financial advice. Required: symbol.

get_stock_research(symbol)

Full AI research bundle for a stock in one call — fundamentals, AI-generated summary, recent AI-classified news, insider/institutional signal, and active trade signal. Replaces 4 separate calls: get_stock + get_stock_news + get_insider_activity + get_signals (for one symbol). Returns: - stock: price, name, sector, rsi, pe_forward, market_cap, 52-week range, analyst data - ai_summary: verdict, confidence, flag_score, full summary, key_points, risks, price_at_generation, generated_at, headline (one-sentence plain-language take), near_term (stance/confidence over <4 weeks — technicals/momentum-weighted), longer_term (stance/confidence over a multi-month horizon — fundamentals/analyst/institutional-flow-weighted). headline/near_term/longer_term are null on summaries generated before this schema shipped — until that symbol's next regeneration, fall back to verdict/confidence. - news: last 3 high-relevance articles (title, published_at, ai_sentiment, ai_flag_score, ai_summary) - sentiment: signal, confidence, insider_trend (buying/selling/neutral), institutional_pct - signal: active trade signal for this symbol, if any (direction, conviction, rationale) All data is pre-computed by the Stocklake AI pipeline — no live AI calls on request. Pro tier only. For informational purposes only. Not financial advice. Required: symbol.

get_stocks(symbols)

Batch stock data for up to 25 symbols in a single call — the same fields get_stock returns for the same key/symbol, so this is a true batch version, not a thinned-down scan. Returns a dict keyed by symbol. Missing symbols are omitted from the result. Each symbol in the batch counts as one call toward the daily limit. Available to all tiers (fundamentals/indicators/company profile, free). Pro tier adds, per symbol, the same precomputed blocks get_stock adds — rating {score, direction, signals}, signals (per-indicator breakdown), relative_strength, and the minimum AI-narrative slice (ai_verdict, ai_confidence, ai_flag_score, ai_headline). None of this costs a live AI call — it's all precomputed and just needs projecting. NOT included, even on pro — call get_stock(symbol) for stance_signals, or get_stock_research(symbol) for the full ai_summary text (summary/key_points/ risks/near_term/longer_term) plus cross-source news/insider/signal context. Required: symbols.

get_watchlist

The caller's Stocklake watchlist (starred symbols from the web dashboard), enriched with live price, technicals, and AI verdict. Returns: - count: number of symbols on the watchlist - items[]: each with symbol, name, sector, price, change_pct, rsi, atr_pct, ai_verdict, ai_flag_score, ai_confidence, ai_headline, added_at, price_at_add - empty items[] if nothing is starred yet — star symbols at stocklake.dev/dashboard Pro tier only. For informational purposes only. Not financial advice.

Last successful function declaration observed on 2026-08-13. Source: https://api.stocklake.dev/mcp. We list what the server declared; we do not call any of these functions.

Endpoint status observed on 2026-08-13. Source: https://api.stocklake.dev/mcp.

Signals

These are separate measurements of different things. They are deliberately not combined into one score, because a popularity number that mixes website traffic with saves and stars cannot be checked or acted on.

Where to get it

• Remote endpoint (streamable-http) — https://api.stocklake.dev/mcp