com.oxfordledge/oxford-ledge

up checked 2026-11-11T02:38:40.607Z

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Publisher-provided title

Oxford Ledge

Publisher-provided description

Ask your assistant; it reads the public record: SEC filings, 13F, insider trades, BDC loans.

Summary by lookupd

Lets an agent query SEC filings, 13F holdings, insider trades, BDC loan data, fundamentals and macro release dates for public companies.

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http oxford-ledge https://www.oxfordledge.com/mcp

Claude Code, pypi package (stdio)

claude mcp add oxford-ledge -- uvx oxford-ledge-mcp

Codex, remote (streamable-http)

codex mcp add oxford-ledge --url https://www.oxfordledge.com/mcp

Codex, pypi package (stdio)

codex mcp add oxford-ledge -- uvx oxford-ledge-mcp

Cursor, remote (streamable-http) → .cursor/mcp.json

{
  "mcpServers": {
    "oxford-ledge": {
      "url": "https://www.oxfordledge.com/mcp"
    }
  }
}

Cursor, pypi package (stdio) → .cursor/mcp.json

{
  "mcpServers": {
    "oxford-ledge": {
      "command": "uvx",
      "args": [
        "oxford-ledge-mcp"
      ]
    }
  }
}

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (showing 30 of 63)

Publisher-provided text

• get_13f_holdings What one institutional filer owns: the largest positions in its latest SEC 13F-HR, plus QoQ changes (keyed calls only). Accepts a numeric CIK (preferred), a tic
• get_activist_stakes Schedule 13D/13G >5% beneficial-owner filings for a ticker -- event-driven stake-building, unlike quarterly 13F. Returns {ticker, count, filings}, newest first,
• get_anomaly_flags Run 15 red-flag screens on a ticker (short interest >12%, Altman Z distress, net leverage >4x, negative FCF, P/E >50, dividend yield >6%, insider net selling, r
• get_bdc_list Roster of the ACTIVE BDCs tracked by Oxford Ledge, sorted by portfolio size -- our coverage, not the whole BDC universe; wound-down issuers are excluded by desi
• get_business_summary First-party business summary for a ticker from its SEC annual report (10-K Item 1; 20-F Item 4 for a foreign private issuer): a curated, verifier-gated overview
• get_capital_allocation Where a company sent its cash, up to 30 annual labels. Returns {ticker, capitalAllocation:{years, periods, dividends, netBuybacks, grossRepurchases, netDebtChan
• get_corporate_events The 20 most recent 8-K item events for a ticker from Oxford Ledge's 8-K index of SEC EDGAR, NEWEST FIRST -- a hard cap with no caller-settable limit, so a recen
• get_debt_maturities Forward debt maturity ladder parsed from the latest 10-K/20-F footnote. Returns {ticker, maturities:[{year, amount}], thereafter, confidence, confidence_score,
• get_economic_calendar Upcoming US macro DATA-RELEASE DATES (a schedule, not estimates) for the 8 tracked releases (CPI, Employment Situation, GDP, Jobless Claims, PCE, PPI, Industria
• get_fails_to_deliver SEC fails-to-deliver history for one ticker -- the settlement-failure side of short pressure. Returns {ticker, days, history, count, window, coverage, as_of, su
• get_fred_data One series from Oxford Ledge's macro SNAPSHOT (about 41 FRED / Treasury series, newest observation each) by FRED id. Returns {series, data: {series, name, value
• get_fundamentals Full XBRL financial history for one ticker. Returns {ticker, fundamentals:{years, periods, metrics, balanceSheet, quarterly, basis, as_of}, source_period, as_of
• get_insider_activity Recent Form 4 insider transactions for one ticker. Returns {ticker, transactions}: THE 20 MOST RECENT TRANSACTION ROWS ONLY, newest by filing date; `days` filte
• get_institutional_consensus Which tickers the tracked 13F filers most widely hold in common. Returns {as_of_quarter, tickers_found, min_funds, consensus}; each row is {ticker, issuer_name,
• get_institutional_holders Which institutions hold one ticker, and which way they moved. Returns {ticker, holders, total_holders, as_of_quarter, coverage}. `holders`: the first `limit` (d
• get_news Read the Oxford Ledge news archive by ticker and/or keyword, newest first. Default limit 25, hard cap 100; no pagination offset. THE RESPONSE SHAPE DEPENDS ON T
• get_portfolio_positions Stored positions of one saved portfolio. Returns {portfolio_id, positions, error} on EVERY path (error is null on success, a string on failure, and positions is
• get_sector_breakdown How Oxford Ledge's covered universe splits across sectors and industries (the whole catalog, NOT a portfolio). No arguments. Returns a BARE LIST of {sector, ind
• get_value_investing_fact Curated value-investing principle, historical fact or attributed paraphrase from Oxford Ledge's corpus (~2,000 entries about Buffett, Graham, Munger, Klarman an
• get_yield_curve US Treasury yield curve, plus (by default) the wider macro dashboard. TWO DIFFERENT SHAPES. include_history=true returns PARALLEL ARRAYS over 11 tenors (1M..30Y
• ol_13f_filer_analytics Institutional-filer behavior derived purely from 13F holdings: concentration (top-N %, normalized HHI), turnover, and persistence (long-term holder vs fast mone
• ol_13f_filer_search Resolve a 13F FILER name to its CIK -- the front door to get_13f_holdings and ol_13f_filer_analytics when you know the manager ('Berkshire Hathaway', 'Baupost')
• ol_bank_structure_events FDIC STRUCTURAL EVENTS for one bank -- failures, assisted resolutions, mergers, acquisitions, charter changes -- newest first, with is_failure flagged from the
• ol_bdc_borrower_dispersion MOAT: cross-lender loan-pricing DISPERSION for one private-credit borrower -- how N different BDCs each price the SAME loan (spread / mark / fair value); when o
• ol_bdc_borrower_news_today MOAT / daily pulse: recent VERIFIED news for the private-credit borrowers held across MULTIPLE BDCs -- 'what broke recently for the cross-BDC borrowers I should
• ol_bdc_common_borrowers Borrowers common to a GIVEN SET of BDCs -- the cross-portfolio set question ('what do ARCC, OBDC and AGTC all lend to?') in ONE call. Returns per borrower: borr
• ol_bdc_credit_quality BDC non-accrual credit-deterioration signal: the share of debt fair value on non-accrual (loans that stopped paying) in the latest filing, plus the trailing-qua
• ol_bdc_fee_load BDC fee load + NII-based dividend coverage for ONE fiscal year (not a series). Returns {summary, ticker, fiscal_year, fees, dividend_coverage}; `fees` holds bas
• ol_bdc_loan_pricing_trend Per-quarter loan-pricing trend for ONE BDC, from the parsed schedule of investments: fair-value-weighted average credit spread, average mark and position counts
• ol_bdc_mark_changes MOAT / private credit: the largest quarter-over-quarter MARK moves across a SET of BDC portfolios -- 'which borrowers got marked up or down the most last quarte

Details

• Version: 3.8.3
• Transports: streamable-http, stdio
• Uptime (7 days): 100%
• Median latency: 506 ms
• First indexed: 2026-11-01T08:56:05.083Z
• Last seen in registry: 2026-11-01T08:56:05.114Z
• Repository: https://github.com/hs902/oxford-ledge-mcp
• Website: https://www.oxfordledge.com/mcp

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