Connect EquityLayer MCP. Your agent can use it, and you can see the same research.

Two ways to use it

Better research from the agent you already use.

  1. Track your own thesis

    Tell your agent what you believe. EquityLayer maps it to tracked numbers in the themes we cover; your agent checks them on a schedule and tells you what moved.

    Today: CPO and custom ASIC. Space is being added; Physical AI has variables, but most readings are withheld.
  2. Follow a Research Pack

    EquityLayer's own thesis, with the numbers that decide it. Your agent follows it and tells you what a new filing means for it.

    Today: none published yet. The first, CPO and space, are being prepared.
Research Pack

What's inside a Research Pack

Today, EquityLayer writes every pack. Each is published only after a research lead reviews it.

EquityLayer MCP

Your agent follows the pack. You see the same research.

  • One MCP connection to follow Research Packs
  • See the thesis, changed numbers, and what they mean
  • Check sources and dates, then decide if the thesis changes
Same pack · Claude or Codex
ClaudeEquityLayer connected
What changed in my AI capex pack since last week?
Used EquityLayer2 sources read · 3 variables checked
Illustrative sessionSources linked · no portfolio access
Track record
  • 2 confirmed
  • 0 mixed
  • 0 missed
  • 0 open
Tests written before the data, graded in public · 45 tests still open on a withdrawn pack, due from 2026-11-10
Common questions

Good to know.

What is EquityLayer?

A fundamental research layer your AI agent connects to through one MCP. Use it two ways: track your own thesis, or follow a Research Pack EquityLayer publishes.

What is a Research Pack?

A thesis with tracked numbers, dated sources, and the next check. When an event happens, read it against the thesis and decide whether to revise it.

Does it trade for me?

No. EquityLayer provides research and tracking. We never hold credentials or funds.

What does it cost?

Free during beta. See pricing.