Read-only financial evidence gateway for institution diligence, dollar-funding research and market-liquidity reviews. Three tools discover topics, resolve fixed routes and retrieve public evidence from LiquiLens, Seiche, Undertow and Palimpsest, preserving source links, retrieval clocks, rights notes and unavailable states. No client-account access or order execution.
Independently checked on October 13, 2026: the public endpoint answered an MCP handshake and exposed financial_evidence_topics, financial_evidence_route and financial_evidence_fetch without an API key. Underlying evidence accuracy and workflow outcomes were not independently verified.
A fixed-route gateway, not a normalized financial database or a credit-rating service. Fetch retrieves up to five topics; a complete transport packet does not mean its evidence is complete, correct or independently verified, and Evidence Carrier verification is not performed.
Preserve observation and retrieval clocks, source-specific reuse restrictions and explicit unavailable states. An upstream timeout is missing evidence, not proof that funding or institutions are safe.
Public research only, not investment advice, account aggregation or trade execution. Public availability does not establish a service-level commitment.
Start with read-only scopes and keep client-side approval prompts on until the connection is proven.
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How to connect Financial Evidence by LiquiLens
Step 1
Remote server: paste a URL
Financial Evidence by LiquiLens publishes a remote (Streamable HTTP) endpoint, so nothing is installed locally. Add it as a custom connector in Claude, ChatGPT or your IDE and paste the endpoint below.
No credentials are required for public data. Rate limits still apply, so avoid bulk pulls from a chat client.
Step 3
Verify, then widen access
Restart your client, confirm the server's tools appear, and run one read-only question first. Keep client-side approval prompts on for any tool that can write, trade or send. Confirm with your firm's compliance policy before connecting systems holding client data.
Trade & RebalanceCustody & ClearingMarket & Financial Data
Read-only: for the proposed sells in <account>, review tax lots at the custodian and flag short-term gains, large realised gains, and any purchase in the last 30 days that could create a wash sale. Then use market-data tools to value each lot at the latest available price and to check for splits, mergers or other corporate actions that would change basis or share count. Output Symbol / Lot / Acquired / Basis / Market value / Gain-loss / Flag / Source. Do not place or modify trades. Tell me where the data may be delayed or incomplete.
Guardrail · Read-only. Confirm lot data with the custodian before acting on it.
Scenario comparison brief
A side-by-side read on two planning scenarios.
Financial PlanningFinancial PlanningMarket & Financial Data
Read-only: compare the existing plan for <client name> against the scenario <describe change, e.g. retire two years earlier>. Pull the plan's stored return, inflation and yield assumptions, then use market-data tools to show current comparable figures for the same inputs. Present outcome differences, an assumptions table of Plan assumption / Current market reading / Source / Date, and which assumption the result is most sensitive to. State every assumption explicitly. Do not save, overwrite or publish any scenario in the planning system.
Guardrail · Read-only. Plan illustrations are not advice, review before sharing.
Market context talking points
Three to five neutral talking points on recent market moves.
Client Review Meeting PrepWealth PlatformsMarket & Financial Data
Read-only: pull <client name>'s current holdings and sector or asset-class weights from the wealth platform, then use market-data tools to explain what moved those specific exposures over the last quarter. Return three to five neutral talking points, each tied to a holding or weight and to the market data behind it. No forecasts, no recommendations to buy or sell, no performance promises. Cite the source and date for both the holdings figure and the market figure so I can verify before I use it with a client.
Guardrail · Educational framing only. Avoid forward-looking or promissory language.