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Rockmoon Financial Data

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ai.rockmoon/financial-datav1.0.0 Domain verified

Cross-market (US/JP/KR) structured financials, segments, ownership & metrics, traceable to filings.

Finance & Payments

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compare_metrics

Compare valuation metrics across multiple tickers.

tickersstring, required

fieldsstring

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Rockmoon Financial Data MCP server | mcptry

Tools (19)

compare_metrics

Compare valuation metrics across multiple tickers.

Argument	Type	Description
fields	any
tickers*	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "tickers"
  ],
  "properties": {
    "fields": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Fields",
      "default": null
    },
    "tickers": {
      "type": "string",
      "title": "Tickers"
    }
  }
}

get_balance_sheet

Get balance sheet (assets, liabilities, equity).

Argument	Type	Description
limit	integer
ticker*	string
frequency	string
fiscal_year	any

Input schema (JSON)

{
  "type": "object",
  "required": [
    "ticker"
  ],
  "properties": {
    "limit": {
      "type": "integer",
      "title": "Limit",
      "default": 8
    },
    "ticker": {
      "type": "string",
      "title": "Ticker"
    },
    "frequency": {
      "type": "string",
      "title": "Frequency",
      "default": "quarterly"
    },
    "fiscal_year": {
      "anyOf": [
        {
          "type": "integer"
        },
        {
          "type": "null"
        }
      ],
      "title": "Fiscal Year",
      "default": null
    }
  }
}

get_cash_flow

Get cash flow statement (OCF, ICF, FCF, capex, dividends).

Argument	Type	Description
limit	integer
ticker*	string
frequency	string
fiscal_year	any

Input schema (JSON)

{
  "type": "object",
  "required": [
    "ticker"
  ],
  "properties": {
    "limit": {
      "type": "integer",
      "title": "Limit",
      "default": 8
    },
    "ticker": {
      "type": "string",
      "title": "Ticker"
    },
    "frequency": {
      "type": "string",
      "title": "Frequency",
      "default": "quarterly"
    },
    "fiscal_year": {
      "anyOf": [
        {
          "type": "integer"
        },
        {
          "type": "null"
        }
      ],
      "title": "Fiscal Year",
      "default": null
    }
  }
}

get_company

Get company facts (name, exchange, industry, regulator id, filings url).

Argument	Type	Description
ticker*	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "ticker"
  ],
  "properties": {
    "ticker": {
      "type": "string",
      "title": "Ticker"
    }
  }
}

get_director_holdings

Get director / officer shareholdings (insider equity stakes).

Argument	Type	Description
limit	integer
ticker*	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "ticker"
  ],
  "properties": {
    "limit": {
      "type": "integer",
      "title": "Limit",
      "default": 30
    },
    "ticker": {
      "type": "string",
      "title": "Ticker"
    }
  }
}

get_filing_source

Get the original SEC filing URL for a fiscal quarter or year from Rockmoon's stored provenance; use this instead of web search.

Argument	Type	Description
period	any
ticker*	string
frequency	string
statement	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "ticker"
  ],
  "properties": {
    "period": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Period",
      "default": null
    },
    "ticker": {
      "type": "string",
      "title": "Ticker"
    },
    "frequency": {
      "type": "string",
      "title": "Frequency",
      "default": "auto"
    },
    "statement": {
      "type": "string",
      "title": "Statement",
      "default": "all"
    }
  }
}

get_financials

Get all three financial statements (IS + BS + CF) for a ticker.

Argument	Type	Description
limit	integer
ticker*	string
frequency	string
fiscal_year	any

Input schema (JSON)

{
  "type": "object",
  "required": [
    "ticker"
  ],
  "properties": {
    "limit": {
      "type": "integer",
      "title": "Limit",
      "default": 8
    },
    "ticker": {
      "type": "string",
      "title": "Ticker"
    },
    "frequency": {
      "type": "string",
      "title": "Frequency",
      "default": "quarterly"
    },
    "fiscal_year": {
      "anyOf": [
        {
          "type": "integer"
        },
        {
          "type": "null"
        }
      ],
      "title": "Fiscal Year",
      "default": null
    }
  }
}

get_income_statement

Get income statement (revenue, costs, margins, EPS).

Argument	Type	Description
limit	integer
ticker*	string
frequency	string
fiscal_year	any

Input schema (JSON)

{
  "type": "object",
  "required": [
    "ticker"
  ],
  "properties": {
    "limit": {
      "type": "integer",
      "title": "Limit",
      "default": 8
    },
    "ticker": {
      "type": "string",
      "title": "Ticker"
    },
    "frequency": {
      "type": "string",
      "title": "Frequency",
      "default": "quarterly"
    },
    "fiscal_year": {
      "anyOf": [
        {
          "type": "integer"
        },
        {
          "type": "null"
        }
      ],
      "title": "Fiscal Year",
      "default": null
    }
  }
}

get_insider_trades

Get insider trading activity (US Form 4 filings).

Argument	Type	Description
limit	integer
ticker*	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "ticker"
  ],
  "properties": {
    "limit": {
      "type": "integer",
      "title": "Limit",
      "default": 50
    },
    "ticker": {
      "type": "string",
      "title": "Ticker"
    }
  }
}

get_institutional_holdings

Get institutional holders (US 13F filings).

Argument	Type	Description
limit	integer
ticker*	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "ticker"
  ],
  "properties": {
    "limit": {
      "type": "integer",
      "title": "Limit",
      "default": 50
    },
    "ticker": {
      "type": "string",
      "title": "Ticker"
    }
  }
}

get_large_holdings_events

Get large-holdings disclosure events (JP 350/360 reports).

Argument	Type	Description
limit	integer
ticker*	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "ticker"
  ],
  "properties": {
    "limit": {
      "type": "integer",
      "title": "Limit",
      "default": 50
    },
    "ticker": {
      "type": "string",
      "title": "Ticker"
    }
  }
}

get_major_shareholders

Get top shareholders (institutions + individuals).

Argument	Type	Description
limit	integer
ticker*	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "ticker"
  ],
  "properties": {
    "limit": {
      "type": "integer",
      "title": "Limit",
      "default": 20
    },
    "ticker": {
      "type": "string",
      "title": "Ticker"
    }
  }
}

get_metrics

Get latest valuation + financial metrics snapshot (PE, PB, ROE etc.).

Argument	Type	Description
ticker*	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "ticker"
  ],
  "properties": {
    "ticker": {
      "type": "string",
      "title": "Ticker"
    }
  }
}

get_metrics_history

Get historical derived metrics (TTM aggregates + margins per period).

Argument	Type	Description
limit	integer
ticker*	string
frequency	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "ticker"
  ],
  "properties": {
    "limit": {
      "type": "integer",
      "title": "Limit",
      "default": 20
    },
    "ticker": {
      "type": "string",
      "title": "Ticker"
    },
    "frequency": {
      "type": "string",
      "title": "Frequency",
      "default": "quarterly"
    }
  }
}

get_prices

Get daily price history for a ticker.

Argument	Type	Description
period	string
ticker*	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "ticker"
  ],
  "properties": {
    "period": {
      "type": "string",
      "title": "Period",
      "default": "1y"
    },
    "ticker": {
      "type": "string",
      "title": "Ticker"
    }
  }
}

get_segments

Get reported business / geographic / product segments.

Argument	Type	Description
period	any
ticker*	string
concept	string
frequency	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "ticker"
  ],
  "properties": {
    "period": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Period",
      "default": null
    },
    "ticker": {
      "type": "string",
      "title": "Ticker"
    },
    "concept": {
      "type": "string",
      "title": "Concept",
      "default": "revenue"
    },
    "frequency": {
      "type": "string",
      "title": "Frequency",
      "default": "yearly"
    }
  }
}

get_segments_trend

Get time-series of segment values across periods for trend analysis.

Argument	Type	Description
limit	integer
ticker*	string
concept	string
frequency	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "ticker"
  ],
  "properties": {
    "limit": {
      "type": "integer",
      "title": "Limit",
      "default": 12
    },
    "ticker": {
      "type": "string",
      "title": "Ticker"
    },
    "concept": {
      "type": "string",
      "title": "Concept",
      "default": "revenue"
    },
    "frequency": {
      "type": "string",
      "title": "Frequency",
      "default": "yearly"
    }
  }
}

screen_companies

Screen stocks across US/JP/KR/HK/CN by valuation + quality metrics (PE, PB, ROE, margins, market cap, dividend yield).

Argument	Type	Description
limit	integer
order	string
market	string
pb_max	number
pb_min	number
roa_min	number
roe_max	number
roe_min	number
sort_by	string
pe_ttm_max	number
pe_ttm_min	number
gics_sector	string

search_companies

Search companies by ticker or name across US/JP/KR/HK/CN/UK.

Argument	Type	Description
limit	integer
query*	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "query"
  ],
  "properties": {
    "limit": {
      "type": "integer",
      "title": "Limit",
      "default": 10
    },
    "query": {
      "type": "string",
      "title": "Query"
    }
  }
}

Input schema (JSON)

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "integer",
      "title": "Limit",
      "default": 20
    },
    "order": {
      "type": "string",
      "title": "Order",
      "default": "desc"
    },
    "market": {
      "type": "string",
      "title": "Market",
      "default": ""
    },
    "pb_max": {
      "type": "number",
      "title": "Pb Max",
      "default": null
    },
    "pb_min": {
      "type": "number",
      "title": "Pb Min",
      "default": null
    },
    "roa_min": {
      "type": "number",
      "title": "Roa Min",
      "default": null
    },
    "roe_max": {
      "type": "number",
      "title": "Roe Max",
      "default": null
    },
    "roe_min": {
      "type": "number",
      "title": "Roe Min",
      "default": null
    },
    "sort_by": {
      "type": "string",
      "title": "Sort By",
      "default": "market_cap"
    },
    "pe_ttm_max": {
      "type": "number",
      "title": "Pe Ttm Max",
      "default": null
    },
    "pe_ttm_min": {
      "type": "number",
      "title": "Pe Ttm Min",
      "default": null
    },
    "gics_sector": {
      "type": "string",
      "title": "Gics Sector",
      "default": null
    },
    "market_cap_max": {
      "type": "number",
      "title": "Market Cap Max",
      "default": null
    },
    "market_cap_min": {
      "type": "number",
      "title": "Market Cap Min",
      "default": null
    },
    "net_margin_min": {
      "type": "number",
      "title": "Net Margin Min",
      "default": null
    },
    "ttm_revenue_min": {
      "type": "number",
      "title": "Ttm Revenue Min",
      "default": null
    },
    "gross_margin_min": {
      "type": "number",
      "title": "Gross Margin Min",
      "default": null
    },
    "ev_ebitda_ttm_max": {
      "type": "number",
      "title": "Ev Ebitda Ttm Max",
      "default": null
    },
    "gics_industry_group": {
      "type": "string",
      "title": "Gics Industry Group",
      "default": null
    },
    "operating_margin_min": {
      "type": "number",
      "title": "Operating Margin Min",
      "default": null
    },
    "dividend_yield_ttm_min": {
      "type": "number",
      "title": "Dividend Yield Ttm Min",
      "default": null
    }
  }
}