Install Jentic One Beta

Connect the Margin of Insight — Research API to your agent

Jentic One is a self-hosted execution layer for AI agents. It lets your agent call the Margin of Insight — Research API, or any other public or private API you need. You set the rules, the agent never sees your credentials, and every call is logged.

Two steps, two machines. Install the instance in a safe environment, then register your agent from wherever it runs.

Step 1: Jentic One Host machine

# On the machine that will host your Jentic One instance:
curl -fsSL "https://jentic.com/install.sh?src=apis&api=%2Fapis%2Fmarginofinsight.com%2Fmarginofinsight" | sh

Step 2: Agent machine

# On the machine where your agent runs (keep this separate from the instance):
curl -fsSL "https://jentic.com/install.sh?src=apis&api=%2Fapis%2Fmarginofinsight.com%2Fmarginofinsight" | sh
jentic register       # connects your agent to your Jentic One instance

Jentic One is in public beta. The setup above keeps your agent separate from the instance, which is what you want before using real credentials: an agent running as the same OS user as Jentic One can read its stored keys directly. Just evaluating? A single local install is fine to start. See the secure deployment guide for the tiers.

Capabilities

What an agent can do with Margin of Insight — Research API.

Get a free 3-step company primer for a ticker with business overview, last four quarters of financials, and upcoming catalysts

Buy a 12-step fundamental analysis covering revenue breakdown, earnings transcript analysis, risk register, and ROIC

Buy a 21-step investment memo with moat analysis, DCF valuation, sensitivity matrix, and bear, base, and bull scenarios

List every covered ticker, or check coverage metadata for one ticker, before making a paid call

GET STARTED

Start building with Margin of Insight — Research API

Explore with Jentic One

View OpenAPI Document

Use Cases

Patterns agents use Margin of Insight — Research API for, with concrete tasks.

★ Research agent with a spend boundary through Jentic

An investing assistant pulls the free primer for any ticker and escalates to paid reports only when the user asks. Through Jentic, the Stripe Shared Payment Token is injected at call time, and a rule decides whether the agent may call the paid fundamental and memo operations at all. That keeps the per-call charges under the developer's control.

Call GET /coverage/{ticker} for AAPL to confirm coverage, then GET /research/{ticker}/primer for AAPL and summarise the business overview and upcoming earnings

Pre-meeting company brief

Before a call with management or an investment committee, an analyst needs a fast, structured view of a company. The primer gives the overview, the last four quarters, and catalysts at no cost, and the fundamental analysis adds competitive positioning, financial trends, and capital allocation for a fixed per-call charge.

GET /research/{ticker}/fundamental for COST with the SPT bearer token and extract the risk register and capital allocation sections

Valuation memo for a watchlist name

When a position is being sized, the 21-step memo supplies a DCF valuation, comparable analysis, sensitivity matrix, scenario analysis, institutional and insider activity, and a full prose memo in Markdown. The memo includes all of the fundamental analysis content, so one call returns the complete picture.

GET /research/{ticker}/memo for MSFT, then return the base-case valuation and the three-sentence investment thesis

Expanding coverage on demand

If a ticker is missing from the coverage list, a free request queues it, and the spec says requests are fulfilled in 24-48 hours. An optional email field notifies the requester when the research is ready.

GET /coverage, and if ticker 'ACME' is absent, POST /coverage/request with ticker 'ACME' and email 'analyst@example.com'

Key Endpoints

7 endpoints — the margin of insight research api returns pre-computed equity research on us-listed sec filers as structured json, in three depths per ticker.

METHOD

PATH

DESCRIPTION

GET

/research/{ticker}/primer

Free company primer

GET

/research/{ticker}/fundamental

Paid fundamental analysis

GET

/research/{ticker}/memo

Paid full investment memo

GET

/coverage

List the coverage universe

GET

/coverage/{ticker}

Coverage metadata for one ticker

POST

/coverage/request

Request coverage for a ticker

GET

/research/{ticker}/primer

Free company primer

GET

/research/{ticker}/fundamental

Paid fundamental analysis

GET

/research/{ticker}/memo

Paid full investment memo

GET

/coverage

List the coverage universe

GET

/coverage/{ticker}

Coverage metadata for one ticker

POST

/coverage/request

Request coverage for a ticker

Why Jentic?

What agents get from Jentic-routed access to this vendor.

Setup

Wiring Margin of Insight by hand means telling the free endpoints from the paid ones and attaching a Stripe Shared Payment Token as a bearer token only where a charge applies. Through Jentic you install once, import the Research API from the API Directory, store the SPT once, and your agent calls it.

Permission scoping

Margin of Insight puts the ticker in the URL path (/research/{ticker}/...), so a rule can limit your agent to one company, such as /research/AAPL/primer, and the operations you pick. You choose the operations it may call, so the paid fundamental and memo reports are not included unless you add them.

Credential isolation

Your Shared Payment Token is stored once, encrypted, by your own Jentic One instance and injected at execution time. It never enters the agent's prompt, logs, or context.

Intent-based discovery

Agents search Jentic by intent such as 'get a company research primer' or 'get a DCF valuation memo', and Jentic returns the matching Margin of Insight operation with its input schema so the agent calls the right endpoint without browsing the reference docs.

FAQs

Specific to using Margin of Insight — Research API through Jentic.

Is there a Margin of Insight MCP server?

You don't need an MCP server to give your agent the Margin of Insight Research API. Jentic connects it directly from the API Directory: import it, store your credential once, and your agent calls it. Research operations are found by intent when needed, so no extra tool definitions sit in the agent's context.

What authentication does the Margin of Insight Research API use?

Per its OpenAPI spec, the paid fundamental and memo operations take a Stripe Link Shared Payment Token as a bearer token (Authorization: Bearer spt_...), charged per call, with no Margin of Insight account needed. The primer, coverage, coverage request, and SPT discovery endpoints need no auth. Through Jentic the SPT is stored encrypted by your own Jentic One instance and injected at call time.

How much do Margin of Insight reports cost?

The spec lists the company primer as free, the fundamental analysis at $1.00 per call, and the full investment memo at $2.00 per call, each charged against the Shared Payment Token. Coverage lookups and coverage requests are free.

Can I limit what my agent is allowed to do with the Margin of Insight Research API?

Yes. Write a rule that allows only GET /research/{ticker}/primer and the coverage lookups, so the agent can brief you on any covered company and never triggers a $1.00 or $2.00 charge. Add the fundamental operation later if you want it to buy deeper reports.

What are the rate limits for the Margin of Insight Research API?

The OpenAPI spec does not state a numeric limit. It documents a rate-limited response with a Retry-After header giving the seconds to wait, so back off for that interval. See https://marginofinsight.com/openapi.json for the current spec.

Which companies does Margin of Insight cover?

Coverage is limited to US-listed SEC filers. Call GET /coverage for the full list or GET /coverage/{ticker} for one company before making a paid call, and use POST /coverage/request to queue a company that is not covered yet.

How do I get a company primer through Jentic?

Add the Margin of Insight Research API to Jentic One from the directory; the primer needs no credential, and you store your SPT once only if the agent will buy paid reports. Your agent searches for 'get a company research primer', calls GET /research/{ticker}/primer, and reads the structured JSON. To run it on your own infrastructure, install Jentic One from its GitHub repo.

Margin of Insight — Research API

AI ReadinessFoundational (C+)59/100

See full scorecard

Official vendor OpenAPI document · agent-readyData EnrichmentCompany Databearer7 EndpointsREST

For Agents

Fetch a free company primer, a paid fundamental analysis, or a paid full investment memo for a covered US ticker, and check or request coverage first.

Use for: I want a quick overview of what NVDA does and its recent quarters, Get a full investment memo with a DCF valuation for Costco, Check whether Margin of Insight covers ticker PLTR, List all tickers covered by Margin of Insight research

Not supported: Does not provide live quotes, place trades, or cover companies outside US-listed SEC filers. Use for pre-computed equity research reports and coverage lookups only.

The Margin of Insight Research API returns pre-computed equity research on US-listed SEC filers as structured JSON, in three depths per ticker. A free 3-step company primer covers the business overview, a four-quarter financial snapshot, and recent catalysts; a 12-step fundamental analysis adds revenue breakdown, balance sheet health, and returns on capital; and a 21-step investment memo adds moat analysis, DCF valuation, bear, base, and bull scenarios, and a full prose memo. Paid reports are charged per call against a Stripe Link Shared Payment Token, and coverage lookups and new-ticker requests are free.

Jentic One on Github View OpenAPI Document

Show dimension breakdown

Foundational Compliance

Base layer of spec validity and structural soundness.

Grade: C-Signals: 4

96%

Lint Results

Aggregated quality score from linter diagnostics, weighted by severity.

100%

Resolution Completeness

Percentage of `$ref` references that resolve successfully.

Specification Validity

Checks whether the API description parses successfully and conforms to its declared specification (e.g., OpenAPI).

Structural Integrity

Structural correctness score based on schema issues using logarithmic dampening.

Developer Experience & Jentic Compatibility

Clarity, completeness, and ingestion readiness for developers and tooling.

Grade: BSignals: 4

27%

Example Density

How richly the API is illustrated with examples.

100%

Example Validity

Percentage of examples that conform to their schemas.

39%

Response Coverage

Percentage of operations with complete response definitions (success, client error, server error).

93%

Tooling Readiness

Health of API ingestion, bundling, and resolution within Jentic pipelines.

AI-Readiness & Agent Experience

Semantic breadth, depth, and agent comprehension for AI systems.

Grade: DSignals: 4

31%

Description Coverage

Coverage of descriptions across API elements.

Error Standardization

Coverage of RFC 9457 Problem Details for error responses.

100%

OperationId Quality

Coverage, uniqueness, and casing consistency of operationIds for AI inference.

47%

Summary Coverage

Coverage of summaries across operations/tags/info.

Agent Usability

Functional utility, complexity comfort, and AI orchestration readiness.

Grade: A+Signals: 1

94%

Complexity Comfort

Agent comfort level based on API operational and structural complexity.

Security

Trust, risk posture, and security compliance.

Grade: CSignals: 1

55%

Authentication Strength

Average quality of security schemes based on authentication method strength (weakest link for OAuth2).

AI Discoverability

Findability, semantic richness, and reasoning readiness.

Grade: ASignals: 1

80%

Descriptive Richness

Clarity and depth of descriptions across API elements.

Connect the Margin of Insight — Research API to your agent

Capabilities

Start building with Margin of Insight — Research API

Use Cases

Key Endpoints

Why Jentic?

Related APIs

FAQs

Margin of Insight — Research API

Jentic AI Readiness Score

Margin of Insight — Research API

Foundational Compliance

Lint Results

Resolution Completeness

Specification Validity

Structural Integrity

Developer Experience & Jentic Compatibility

Example Density

Example Validity

Response Coverage

Tooling Readiness

AI-Readiness & Agent Experience

Description Coverage

Error Standardization

OperationId Quality

Summary Coverage

Agent Usability

Complexity Comfort

Security

Authentication Strength

AI Discoverability

Descriptive Richness