Twelve Data

Get financial statements for a company. statement: 'income_statement' (or 'income') – revenue, gross/operating/net income, EPS 'balance_sheet' (or 'balance') – assets, liabilities, equity, cash, debt 'cash_flow' (or 'cf') – operating, investing, financing flows, FCF period: 'annual' | 'quarterly' Use for: 'X revenue', 'Y income statement', 'Z free cash flow', financial analysis.

get_financials

Get the IPO calendar — upcoming and recent initial public offerings. Returns IPOs grouped by date, each with symbol, company name, exchange, price range, offer price, currency, and share count. Filters (all optional): start_date / end_date – date window in YYYY-MM-DD format exchange – e.g. 'NASDAQ', 'NYSE' mic_code – ISO 10383 MIC code (e.g. 'XNAS') country – e.g. 'United States' Use for: 'what IPOs are coming up?', 'IPOs on NASDAQ this month', 'recent IPOs'

get_ipo_calendar

Get market capitalization for a company. - No date params → current market cap from /statistics (available on lower plans) - start_date / end_date → historical market cap time series from /market_cap outputsize: records per page for historical data (default 10) Use for: 'market cap of X', 'what is Y worth?', 'historical market cap of Z', 'how has X market cap changed over time?'

get_market_cap

Get top market movers — biggest gainers, losers, or most-active instruments. market : stocks | etfs | mutual_funds | forex | crypto | commodities direction: gainers | losers | most_active (most_active only for stocks) country : e.g. 'United States', 'United Kingdom', 'Germany' (for stocks/etfs) Use for: 'top gainers today', 'biggest crypto losers', 'most active stocks'

get_market_movers

Get current trading status and hours for exchanges. Leave all filters blank for all major markets. exchange – exchange name (e.g. 'NYSE', 'NASDAQ', 'LSE', 'BINANCE') mic_code – MIC code (e.g. 'XNYS') country – country name or ISO code (e.g. 'United States', 'US') Use for: 'is the market open?', 'NYSE hours', 'when does NASDAQ close?'

get_market_state

Get mutual fund data — summary, performance, risk, ratings, holdings, and more. data_type: 'summary' – name, AUM, expense ratio, NAV, category, inception date 'performance' – returns over 1M/3M/6M/YTD/1Y/3Y/5Y/10Y 'risk' – Sharpe, Sortino, standard deviation, beta, alpha 'ratings' – Morningstar star ratings and analyst ratings for the fund 'composition' – top holdings and sector/asset-class weights 'purchase_info' – minimum investment, load fees, availability 'sustainability' – ESG scores and controversy metrics 'full' – all of the above in one response Note: 'ratings' here are fund quality ratings (Morningstar stars, analyst grades), NOT analyst buy/sell recommendations — use get_analyst_data for those. Use for: 'expense ratio of VFIAX', 'top holdings of FXAIX', 'Morningstar rating of X', 'ESG score of Y fund', 'performance of Z mutual fund', 'minimum investment for X'

get_mutual_fund_data

Get the current real-time price for one or more symbols. Instrument identifiers (use any one): symbol, figi, isin, cusip For multiple symbols pass a comma-separated string: 'AAPL,MSFT,BTC/USD' Filters: exchange – exchange name (e.g. 'NASDAQ') mic_code – MIC code (e.g. 'XNGS') country – country name or ISO code (e.g. 'United States', 'US') prepost – include pre/post-market price (default False) Use this for: 'what is X trading at?', 'current price of Y', 'how much is Z?' Not supported: market indices (S&P 500/SPX, NASDAQ/IXIC, Dow/DJI), options, and bonds. For an index, use its ETF proxy — SPY (S&P 500), QQQ (NASDAQ-100), DIA (Dow), IWM (Russell 2000).

get_price

Get a full real-time quote: open, high, low, close, volume, change %, 52-week range. Instrument identifiers (use any one): symbol, figi, isin, cusip Filters: exchange – exchange name (e.g. 'NASDAQ') mic_code – MIC code (e.g. 'XNGS') country – country name or ISO code (e.g. 'United States', 'US') prepost – include pre/post-market data (default False) Use for detailed current market snapshot of a stock, ETF, forex pair, or crypto. Not supported: market indices (S&P 500/SPX, NASDAQ/IXIC, Dow/DJI), options, and bonds. For an index, use its ETF proxy — SPY (S&P 500), QQQ (NASDAQ-100), DIA (Dow), IWM (Russell 2000).

get_quote

Get reference and dictionary data — exchanges, countries, instrument types, and more. data_type: 'exchanges' – list of stock/ETF/forex exchanges with MIC codes 'exchange_schedule' – trading hours and holiday schedule for an exchange 'crypto_exchanges' – list of supported cryptocurrency exchanges 'countries' – list of all supported countries with ISO codes 'instrument_types' – list of all supported instrument types 'etf_types' – ETF category/type classifications 'fund_types' – mutual fund category/type classifications Filters (not all apply to every data_type): exchange – exchange name, e.g. 'NASDAQ' (for exchange_schedule) mic_code – ISO 10383 MIC code, e.g. 'XNGS' country – country name or ISO code, e.g. 'United States' or 'US' date – specific date YYYY-MM-DD (for exchange_schedule) instrument_type – asset class filter for exchanges, e.g. 'ETF', 'Stock' fund_type – fund category filter, e.g. 'Large Blend' (for etf_types/fund_types) Use for: 'list all exchanges', 'NYSE trading hours', 'what countries are supported?', 'what instrument types exist?', 'ETF categories', 'is NASDAQ open on Friday?'

get_reference_data

Get regulatory and ownership data. data_type is required — pick the one that matches the question; there is no sensible default for this tool. data_type: 'insider_transactions' – recent insider buying/selling (officers, directors) 'institutional_holders' – top institutional shareholders with share counts 'fund_holders' – top mutual-fund holders 'direct_holders' – direct/registered shareholders 'edgar_filings' – recent SEC filings (10-K, 10-Q, 8-K, proxy, etc.) 'tax_info' – tax-related data (withholding rates, domicile, etc.) Use for: 'insider trades at X', 'who owns Y?', 'institutional ownership of Z', 'recent SEC filings for AAPL', 'tax info for X', 'direct holders of Y'

get_regulatory_data

Get stock split history for a company or the upcoming splits calendar. - symbol='AAPL' → AAPL historical split events (ratio, date) - calendar=True → upcoming stock splits across the market Instrument identifiers (use any one to identify the security): symbol, figi, isin, cusip Filters: exchange – exchange name (e.g. 'NASDAQ') mic_code – MIC code (e.g. 'XNGS') country – country name or ISO code (e.g. 'United States', 'US') start_date / end_date – date window in YYYY-MM-DD format Use for: 'split history of X', 'upcoming stock splits', 'has AAPL ever split?'

get_splits

Get key fundamental statistics for a stock or ETF. Covers: market cap, enterprise value, P/E (trailing & forward), PEG, P/S, P/B, revenue, margins, ROA, ROE, EPS, beta, 52-week range, short ratio, dividend yield. Use for: 'P/E of X', 'market cap of Y', 'fundamental metrics for Z'

get_statistics

Calculate any technical indicator for a symbol. indicator (case-insensitive) — available indicators: Trend/Overlap: SMA, EMA, WMA, DEMA, TEMA, TRIMA, KAMA, MAMA, T3MA, HT_TRENDLINE, VWAP, BBANDS, MIDPOINT, MIDPRICE, SAR, SAREXT, ICHIMOKU, KELTNER, PIVOT_POINTS_HL, MA, MCGINLEY_DYNAMIC Momentum: RSI, MACD, MACDEXT, MACD_SLOPE, STOCH, STOCHF, STOCHRSI, ADX, ADXR, APO, AROON, AROONOSC, BOP, CCI, CMO, COPPOCK, CRSI, DPO, DX, KST, MFI, MINUS_DI, MINUS_DM, MOM, PERCENT_B, PLUS_DI, PLUS_DM, PPO, ROC, ROCP, ROCR, ROCR100, STOCH, ULTOSC, WILLR Volume: OBV, AD, ADOSC, RVOL Volatility: ATR, NATR, TRANGE, SUPERTREND Statistics: CORREL, BETA, STDDEV, VAR, LINEARREG, LINEARREGSLOPE, TSF, MAX, MIN Price Transform: AVGPRICE, MEDPRICE, TYPPRICE, WCLPRICE, HLC3, HEIKINASHICANDLES Instrument identifiers (use any one): symbol, figi, isin, cusip For multiple symbols pass a comma-separated string: 'AAPL,MSFT,BTC/USD' Key parameters: exchange – exchange name (e.g. 'NASDAQ') mic_code – MIC code (e.g. 'XNGS') country – country name or ISO code (e.g. 'United States', 'US') prepost – include pre/post-market price (default False) time_period – lookback window (e.g. 14 for RSI, 20 for SMA/BBANDS) series_type – close | open | high | low fast/slow/signal_period – for MACD nbdevup / nbdevdn – std-dev multipliers for BBANDS symbol_2 – second symbol for CORREL / BETA extra – JSON string for any other indicator-specific params e.g. "{"fast_k_period":5,"slow_k_period":3}" for STOCH

get_technical_indicator

Get historical OHLCV (Open, High, Low, Close, Volume) time series data. Instrument identifiers (use any one): symbol, figi, isin, cusip Filters: exchange – exchange name (e.g. 'NASDAQ') mic_code – MIC code (e.g. 'XNGS') country – country name or ISO code (e.g. 'United States', 'US') interval: 1min | 5min | 15min | 30min | 45min | 1h | 2h | 4h | 1day | 1week | 1month outputsize: number of data points (default 30, max 5000) start_date / end_date: YYYY-MM-DD (optional, overrides outputsize window) prepost: include pre-market and post-market data (default False) Use for: historical prices, trend analysis, price performance over time. To find how far back data goes (the earliest valid start_date) without fetching the series, use get_earliest_timestamp instead. Not supported: market indices (S&P 500/SPX, NASDAQ/IXIC, Dow/DJI), options, and bonds. For an index, use its ETF proxy — SPY (S&P 500), QQQ (NASDAQ-100), DIA (Dow), IWM (Russell 2000).

get_time_series

Authenticate with Twelve Data via OAuth 2.0. Opens a browser window for the user to authorize access. After login the api_token is fetched from the user profile and saved locally. Requires MCP_DATA_TWELVE_DATA_CLIENT_ID and MCP_DATA_TWELVE_DATA_CLIENT_SECRET environment variables. Alternatively, set TWELVE_DATA_API_KEY to skip OAuth entirely.

oauth_login

Search for financial instruments by name or partial ticker, or find cross-listings. - cross_listings=False (default) – search by name or partial ticker instrument_type filter: Stock | ETF | Mutual Fund | Forex | Cryptocurrency | Commodity (indices, options and bonds are not supported — for an index use its ETF proxy, e.g. SPY for the S&P 500, QQQ for the NASDAQ-100, DIA for the Dow) - cross_listings=True – find all exchanges where a symbol is listed exchange / mic_code / country – optional filters to narrow results Use for: 'find ticker for Apple', 'search AAPL', 'where else is ASML listed?', 'cross-listings of BP', 'which exchanges trade TSLA?'

search_symbol