IPOInsider

Fetch a single IPO by id (SPACs excluded). Returns { ipo }, plus { underwriters } when expand: ["underwriters"] is passed, or { error, id } when the id does not exist. Use ipo_get_symbol when all you have is a ticker, and ipo_search to resolve a company name to an id.

ipo_get

Fetch a single IPO by ticker symbol. Symbols are not unique across time: a ticker can be reused after a delisting, and unpriced deals share the placeholder 'TBA'. When several IPOs match, the most recent by offer_date is returned. Use ipo_get with an id for a specific historical deal, or ipo_search to see every match. expand: ['underwriters'] includes underwriter names.

ipo_get_symbol

IPOs falling in a date window. A deal qualifies if EITHER its offer_date or its expected_to_trade lands in the window, so priced and upcoming-but-unpriced deals come back together, ordered by whichever date applies. Both bounds are inclusive YYYY-MM-DD and the window may not exceed 366 days. Returns { items, returned }; there is no pagination, so narrow the window to bound the result.

ipo_calendar

Check that the IPOInsider database is reachable. Returns { status: "ok" } when a query succeeds, and an error result when it does not. Call this only to diagnose a failure from another tool, not before ordinary queries.

ipo_health

Look up the exact values the other tools accept, one topic per call: columns (valid column names, narrowable with filter), statuses, industries, exchanges, filters (ipo_list filter keys), underwriter_filters, history (as_of_date semantics), tool_index, common_queries (worked argument examples). Call this before guessing a column or filter name.

data_discover

Returns the IPO universe (SPACs excluded) exactly as it stood on one past snapshot date, from the daily ipo_history snapshots (since 2026-04-23). Same filters/columns/sort/pagination as ipo_list, except the entity filter (underwriter relationships are current-state, not snapshotted). Every row carries as_of_date; it is always included and cannot be requested in columns. A date with no snapshot returns an empty page. Use this for "what did X look like on <date>" questions, not ipo_list.

ipo_history_list

List IPOs (SPACs excluded) with structured filters, column selection, sorting, and pagination. Returns { items, count, returned }. expand: ["underwriters"] attaches underwriter names to every item.

ipo_list

List underwriter roles: one row per underwriter per IPO, with that deal's company, symbol, status, industry, exchange and offer date joined in. Filter by underwriter name (case-insensitive substring), left-lead role, industry, and offer-date range. Returns { items, count, returned }. Use this to answer "which deals did this bank lead?"; use ipo_list with the entity filter to get the IPO rows themselves.

underwriter_list

Fetch one IPO's point-in-time history from ipo_history. Three mutually exclusive modes: as_of_date returns a single snapshot, start_date/end_date returns an inclusive window (omit either bound to leave that side open), and no dates returns the timeline from the newest snapshot, paginated (default 100 rows, max 500; count carries the total, so page with offset for older snapshots). All dates must be past. No filters, since the tool already names one deal. Returns { error, id } when the id has no rows at all in history; an empty window for a real id is an empty page. There is no symbol lookup; resolve a ticker to an id via ipo_get_symbol first.

ipo_history_by_id

Search a term across company names, ticker symbols, and underwriter names. Call once per term.

ipo_search