# EquiReason Muse connector

From musedirectory.ai, the independent directory of Meta Muse connectors. Not affiliated with Meta.

## EquiReason

Pull SEC filings, insider trades and big-fund holdings for US stocks in one place.

- Record: https://musedirectory.ai/connector/equireason
- Category: Finance & Bills
- Developer: EquiReason (https://equireason.com/connect)
- Muse status: Extra setup. Not in Muse's Connectors list yet. Muse can still use it: its page gives you a request to paste into Muse.
- Health: Working, 83ms, checked 2026-11-02T16:16:13Z
- Endpoint: https://api.equireason.com/mcp
- Auth: No account needed; Pricing: unknown
- Screening: Screened, no issues found (2026-11-02T16:16:13Z)
- Source: Found in the official MCP Registry (com.equireason/equireason) https://registry.modelcontextprotocol.io/v0/servers?search=com.equireason%2Fequireason

Connects Muse to EquiReason's US stock research. Look up a company's filed financials, latest SEC filings with plain-language summaries, and insider trades. See what major institutional funds bought or sold in their 13F reports, and find this week's notable filing events. Signed-in plans add the research verdict, valuation and analyst estimates.

Example request: "Show me the latest insider buying and the biggest changes in Berkshire Hathaway's holdings this quarter."

How to connect: Not in Muse's Connectors list yet, but Muse can still use it. Paste this into Muse: "Use EquiReason to help me. It is a free service with an MCP server at https://api.equireason.com/mcp. It does not need an API key. Ask me before you share anything with it." Muse asks before it shares anything with the app's site. Meta does not review apps used this way, so only use ones you trust. We tested this in the Muse app on September 24, 2026: Muse used an app's link directly this way and returned a live answer.

Tools:
- search_companies: Find US-listed companies covered by EquiReason by ticker or name. Returns ticker, name, sector and the company page.
- get_company: A company's filed record: annual income, balance-sheet and cash-flow lines from SEC XBRL, revenue mix by reported segment, the latest filings with plain-language summaries and links, Form 4 insider trades (planned vs unplanned), 13F holder counts by quarter, risk-factor changes a
- list_filing_events: Companies with a given event in the last 7 days (or an earlier ISO week): guidance raised or cut, unplanned insider buying, executive changes, acquisitions, buybacks, layoffs. Each row quotes the filing or call.
- list_funds: The institutional investors EquiReason tracks, with their latest 13F period, position count and reported value.
- get_fund_holdings: A tracked fund's latest 13F: positions with shares and reported value, what changed against the prior quarter, and positions it exited.
- list_trends: The market trends EquiReason is following, with how many companies' filings describe each.
- get_trend: One trend: the industries it supports, its knock-on effects with their expected lag, the evidence count by source type, and the conditions that would end it.
- get_opportunities: Companies ranked by EquiReason's verdict, with band, score, the matched trend and the evidence count — optionally for one trend. Requires signing in; depth follows the plan.

Screening checks:
- MCP handshake: pass (Answered in 83ms)
- Domain against threat feeds (Cloudflare security DNS): pass (api.equireason.com, equireason.com not flagged)
- Published packages against the OSV malicious-package database: n/a (No npm or PyPI package published)
- Hidden instructions or invisible characters in tool text: pass (8 tools read, nothing found)
- Inputs asking for passwords, card numbers or seed phrases: pass (None found)
- Domain and redirects: pass (Domain registered 144 days ago)
- AI review of purpose and tool behavior: pass (No concerns)