Clear Street

Fetch supplemental fundamentals and company profile data by instrument identifier or exact symbol. Use this for market cap, P/E, dividend yield, beta, industry, sector, logo, or company description.

get_instrument_fundamentals

Fetch income statements for one instrument by OEMS UUID or exact symbol, with optional filing-date range and pagination.

get_instrument_income_statements

List instruments with filters for type, borrow, margin, restrictions, and IDs. Use search_instruments for free-text lookup; use get_option_contracts for option chains.

get_instruments

Fetch current L1 market data snapshots, including quote, last trade, session change, session open/high/low/volume, and open interest. instrument_ids is a JSON array of OEMS UUIDs or symbols; use search_instruments first for company names or ambiguous symbols. Alternatively, pass underlying_instrument_id + expiry together to fetch snapshots for every contract in that underlier's option chain for that expiry (mutually exclusive with instrument_ids).

get_market_data_snapshot

Fetch US equities/options market hours, current session status, and next session schedules. Use date as YYYY-MM-DD; omit market to return all supported market types.

get_market_hours

Fetch news items with optional time range, publisher, type, text search, instrument, and sector filters. Use from/to as YYYY-MM-DD or RFC3339 datetimes; array filters should be JSON arrays in MCP arguments.

get_news

List option contracts for one underlier with optional expiration, call/put, strike, and pagination filters. Use this to discover valid option instruments before market-data or trading calls.

get_option_contracts

Fetch one order for an account by engine order ID or client order ID. Use an id or client_order_id returned by get_orders or a prior write-tool result.

get_order_by_id

List current and historical orders for an account. Use this for open orders, filled/canceled/rejected orders, queued or pending orders, and status checks. status and instrument_ids accept JSON arrays in MCP arguments.

get_orders

Fetch daily portfolio history for an account over a YYYY-MM-DD date range. Use this for historical equity, realized/unrealized P&L, day P&L, and net P&L.

get_portfolio_history

List the trading accounts available to the user, with names, types, and whether each account is trading-enabled for this connection. Call this first when the user has multiple accounts or before any trading tool, then pass the chosen account_id to account-scoped tools.

list_accounts

Screen the instrument universe with structured filters, sorts, and column selection over fundamentals, analyst, and liquidity fields (e.g. market_cap, consensus_rating, consensus_price_target, volume, sector). Reference fields by base name plus optional period/lookback axes, e.g. {"name": "price_to_earnings", "period": "TRAILING_TWELVE_MONTHS"} or {"name": "avg_volume", "lookback": "ONE_MONTH"}; omit period/lookback to use the field's default. Use this for universe screens like 'liquid large caps with low P/E' instead of hand-picking symbols, then feed returned instrument IDs into market-data, events, or trading tools.

screen_instruments

Search instruments by symbol, alternate identifier, or company name. Use this before tools that require instrument IDs when the user gives a company name, partial symbol, CUSIP, ISIN, OPRA root, or otherwise ambiguous security reference.

search_instruments