Chadwin

How to use the Chadwin MCP server

Use the Chadwin API from ChatGPT, Claude Code, and other tools that support remote MCP servers.

Chadwin's Model Context Protocol (MCP) server lets ChatGPT, Claude Code, and other tools that support remote MCP servers access the same content available through the Chadwin API.

Once connected, ask questions in plain language. The tool retrieves the relevant data from Chadwin and uses it in its answer, so you do not need to write API code or paste filing content into the conversation.

Your Chadwin plan controls which content is available, with the same usage limits as the API.

Connect to the MCP server

Add a remote MCP server to ChatGPT, Claude Code, or another compatible tool using this URL:

https://mcp.chadwin.co/mcp
  1. Choose the option in your tool to add a remote MCP server
  2. Enter the Chadwin MCP URL
  3. Sign in to Chadwin when your browser opens
  4. Review and approve the requested data:read access

Example requests

Get Apple's annual report for fiscal year 2025 and summarize its main risks.
Get Apple's Q3 company report for fiscal year 2025 and summarize the change in revenue.
Get Apple's reviewed normalized financial statements for the newest three fiscal years.
Show open-market purchases and sales filed for AAPL since 2026-08-01.
Find Berkshire Hathaway's latest reported Form 13F positions.

For a quarterly lookup, give exactly one ticker or CIK, the fiscal year, and filer-reported Q1, Q2, or Q3 period. The server uses get_company_report and returns the original 10-Q with any later 10-Q/A amendments for that period. Use the same tool with FY for annual reports. The former annual and quarterly fiscal selection tool names are removed.

For reviewed normalized annual values, give the current ticker and optionally one fiscal year or a number of newest years. The server uses get_financial_statements. See the financial statements beta guide for current coverage and the API reference for exact fields.

For help interpreting the filings, use the dataset guides. For exact response fields and filters, use the API reference.

Troubleshooting

  • The tool asks you to sign in again: complete the browser sign-in and approval flow again
  • A dataset is unavailable: check whether your Chadwin plan includes it
  • A request is invalid: correct the ticker, accession number, Form 13F file number, date, or filter named in the error
  • You reached a limit: wait for the stated reset time before making more calls
  • A temporary request fails: retry it after a short delay

Use get_company_report_by_accession for one exact filing and get_company_report_html for its cleaned HTML. The period lookup get_company_report requires a company and fiscal period; it does not accept accession-only input.

list_insider_transactions and list_proposed_sales accept optional tickers or ciks arrays, never both. One company and a watchlist use the same tool and row shape. CIKs can select eligible history without a current listing. Keep all filters for continuation, and restart if an old cursor or changed ticker mapping returns invalid_cursor.