@invinite-org/invinite-data-cli 0.1.21 → 0.2.0

package/README.md

@@ -77,6 +77,14 @@ Because environment and `.env` values take precedence over stored credentials,
 
 This repo includes plugins for AI coding tools that enable AI-powered financial data retrieval and analysis. Supports **Claude Code**, **OpenCode**, **Codex**, and **Copilot**.
 
+### Choose an integration
+
+- **Standalone skill:** installs the Invinite workflow and CLI reference. It prefers MCP when connected and falls back to the local `invd` CLI.
+- **Standalone MCP connector:** add `https://data.invinite.com/t/<teamId>/mcp` in Claude's connector settings, leave OAuth client ID/secret empty, and complete browser OAuth. This supplies tools but not the packaged research workflows.
+- **Claude plugin:** bundles the skill, remote MCP connector, data agent, and research commands. During setup, enter the team ID shown in the team-pinned MCP URL in Invinite Data API settings; OAuth still uses Dynamic Client Registration and PKCE.
+
+The team ID controls access, usage, and billing for MCP calls. CLI calls use the team selected by `invd login --team <teamId>` and do not inherit the plugin's connector setting.
+
 ### Quick install
 
 ```bash
@@ -112,10 +120,10 @@ npx @invinite-org/invinite-data-cli@latest plugin uninstall --all --global
 
 | Runtime | Skill | Agent | Command |
 |---------|-------|-------|---------|
-| **Claude Code** | `skills/invinite-data-cli/SKILL.md` | `agents/invinite-data.md` | `commands/financial-research.md` |
-| **OpenCode** | `command/invinite-data-cli.md` | `agents/invinite-data.md` | — |
-| **Codex** | `skills/invinite-data-cli/SKILL.md` | — | `skills/invinite-financial-research/SKILL.md` |
-| **Copilot** | `skills/invinite-data-cli/SKILL.md` | — | `skills/invinite-financial-research/SKILL.md` |
+| **Claude Code** | `skills/invinite-data-cli/SKILL.md` | `agents/invinite-data.md` | `commands/financial-research.md`, `commands/analyze-earnings-call.md` |
+| **OpenCode** | `command/invinite-data-cli.md` | `agents/invinite-data.md` | `command/analyze-earnings-call.md` |
+| **Codex** | `skills/invinite-data-cli/SKILL.md` | — | `skills/invinite-financial-research/SKILL.md`, `skills/invinite-analyze-earnings-call/SKILL.md` |
+| **Copilot** | `skills/invinite-data-cli/SKILL.md` | — | `skills/invinite-financial-research/SKILL.md`, `skills/invinite-analyze-earnings-call/SKILL.md` |
 
 ### Alternative: Claude Code plugin directory
 
@@ -123,6 +131,8 @@ npx @invinite-org/invinite-data-cli@latest plugin uninstall --all --global
 claude --plugin-dir /path/to/invinite-data-cli/claude-plugin
 ```
 
+The Claude plugin also includes `compare-companies`, `analyze-filing`, and `ownership-review`. Its `.mcp.json` connects the team-pinned remote server automatically; use `/mcp` to complete OAuth or inspect connection status in Claude Code. In Claude web/Desktop, install the plugin through your organization's plugin marketplace, enter the team ID when prompted, and connect the bundled connector.
+
 ### Usage examples
 
 Use `/financial-research` for multi-step analysis:
@@ -133,6 +143,13 @@ Use `/financial-research` for multi-step analysis:
 /financial-research Analyze risk factors from NVDA's latest 10-K filing
 ```
 
+Use `/analyze-earnings-call` for one call — results vs guidance, raised / lowered guidance, analyst focus and tone change vs the prior call, cited with `[m:ss]` timestamps:
+
+```
+/analyze-earnings-call NVDA
+/analyze-earnings-call AAPL 2026 Q4
+```
+
 Or ask questions directly — the AI will auto-trigger the skill and delegate to the data agent as needed.
 
 > **Note:** The CLI must be installed and authenticated (see [Authentication](#authentication)) for the plugin to work.
@@ -157,12 +174,14 @@ These options are available on all data commands:
 - [metrics](#metrics) — Financial metrics, ratios, and growth
 - [segments](#segments) — Segmented financials
 - [filings](#filings) — SEC filings
+- [earnings](#earnings) — Earnings calls: calendar, transcripts, Q&A, guidance, audio, slides, documents, search
 - [ownership](#ownership) — Institutional ownership
 - [insider-trades](#insider-trades) — Insider trading data
 - [ipos](#ipos) — IPO listings
 - [market](#market) — Market data
 - [metadata](#metadata) — API metadata
-- [ws](#ws) — WebSocket streaming
+- [webhooks](#webhooks) — Earnings-call webhook subscriptions
+- [ws](#ws) — WebSocket streaming (`ws listen --earnings` for live call transcripts)
 
 ---
 
@@ -491,6 +510,255 @@ invd filings form-types -i AAPL
 
 ---
 
+### earnings
+
+Earnings calls: calendar, transcripts, Q&A, guidance and KPIs, audio, slides, documents, search. The live transcript (`ws listen --earnings`), audio, slides, the live stream and webhooks need the **PRO** plan (calendar, events and `live` need LITE, the other reads STANDARD); a `403` names the plan a route needs.
+
+**Selecting a call.** Commands about one call (marked *selector* below) take either `--event <event_id>` (a UUID from `earnings events` / `earnings calendar`; wins over the rest), or `-i, --identifier <ticker|cik>` with `--year <n>` + `--quarter <n>` (the company's fiscal quarter) or `--date <YYYY-MM-DD>` (the New York call day).
+
+**Saving files.** `--output <file>` saves a transcript, press release, recording or deck (`documents --output <dir>` saves every document); an existing file is only replaced with `--force`. Without `--output` the media commands print **presigned URLs that expire after 15 minutes**.
+
+#### `earnings calendar`
+
+Upcoming and recent calls across companies.
+
+| Option | Description | Default |
+|--------|-------------|---------|
+| `--from <date>` / `--to <date>` | New York days (at most 92 days) | today / from + 14 days |
+| `--status <list>` | `estimated`, `unconfirmed`, `confirmed`, `postponed`, `cancelled` (comma-separated) | — |
+| `--session <session>` | `bmo`, `amc`, `intraday` | — |
+| `--exchange <exchange>` | Exchange | — |
+| `--event-type <type>` | `earnings_call`, `investor_day`, `conference`, `agm`, `other`, or `all` (every type) | `earnings_call` |
+| `-s, --sort` / `-l, --limit` / `--offset` | Sort, page size (1–500), offset | — |
+
+```bash
+invd earnings calendar --from 2026-10-26 --to 2026-10-30 --status confirmed
+```
+
+#### `earnings events`
+
+A company's calls.
+
+| Option | Description |
+|--------|-------------|
+| `-i, --identifier <ticker>` | Ticker or CIK **(required)** |
+| `--from <date>` / `--to <date>` | Call day range |
+| `--event-type <type>` | `earnings_call`, `investor_day`, `conference`, `agm`, `other`, or `all` (default: every type) |
+| `--observations` | Include the date / time observations per call |
+| `-s, --sort` / `-l, --limit` / `--offset` | Sort, page size (1–200), offset |
+
+```bash
+invd earnings events -i AAPL -s desc -l 4
+```
+
+#### `earnings live`
+
+Calls being captured right now (`live_audio` = a live stream exists).
+
+```bash
+invd earnings live
+```
+
+#### `earnings event`
+
+One call with its date / time observations: `invd earnings event <event_id>`.
+
+```bash
+invd earnings event 0b9d6f43-6b1e-4c39-9d3a-2f6a3c1e8b11
+```
+
+#### `earnings transcript` *(selector)*
+
+| Option | Description |
+|--------|-------------|
+| `--format <format>` | `speakers` (default), `text`, `words`, `sections`, `cleaned` |
+| `--transcript-version <n>` | A published version (`earnings versions`); not `--version`, which prints the CLI version |
+| `--as-of <iso>` | The version current at that instant |
+| `-o, --output <file>` / `--force` | Save the transcript as text |
+
+The header shows where the Q&A begins ("Q&A starts at 41:07") when the call has one; `--json` carries it as `qa_start_ms` (milliseconds, `null` without a Q&A).
+
+```bash
+invd earnings transcript -i AAPL --year 2026 --quarter 4 --output aapl-q4.txt
+```
+
+#### `earnings versions` *(selector)*
+
+Published transcript versions (final, corrected, …).
+
+```bash
+invd earnings versions -i AAPL --date 2026-10-30
+```
+
+#### `earnings transcript-diff` *(selector)*
+
+| Option | Description |
+|--------|-------------|
+| `--from <n>` | Older version **(required)** |
+| `--to <n>` | Newer version (default: the current one) |
+
+```bash
+invd earnings transcript-diff --event <event_id> --from 1
+```
+
+#### `earnings qa` *(selector)*
+
+Question / answer pairs with the analyst and the answering executives (`-l, --limit` 1–200, `--offset`).
+
+```bash
+invd earnings qa -i NVDA --year 2027 --quarter 2
+```
+
+#### `earnings participants` *(selector)*
+
+Speakers of the call (`--evidence` adds the quotes each name was resolved from).
+
+```bash
+invd earnings participants --event <event_id> --evidence
+```
+
+#### `earnings analysts`
+
+Analysts on a company's calls (`-i` **required**, `-l, --limit` 1–100, `--offset`).
+
+```bash
+invd earnings analysts -i MSFT
+```
+
+#### `earnings person`
+
+One person's call appearances: `invd earnings person <person_id>` (`-l, --limit` 1–200, `--offset`).
+
+```bash
+invd earnings person <person_id>
+```
+
+#### `earnings press-release` *(selector)*
+
+| Option | Description |
+|--------|-------------|
+| `--body` | Include the release text |
+| `-o, --output <file>` / `--force` | Save the release text |
+
+```bash
+invd earnings press-release -i AAPL --year 2026 --quarter 4 --body
+```
+
+#### `earnings extractions` *(selector)*
+
+| Option | Description |
+|--------|-------------|
+| `--kind <kind>` | `guidance` (default) or `kpi` |
+| `--review <filter>` | Guidance review filter: `approved`, `auto`, `all` |
+| `-l, --limit` / `--offset` | Page size (1–500), offset |
+
+```bash
+invd earnings extractions --event <event_id> --kind kpi
+```
+
+#### `earnings guidance-history`
+
+A company's guidance for one metric across calls.
+
+| Option | Description |
+|--------|-------------|
+| `-i, --identifier <ticker>` | Ticker or CIK **(required)** |
+| `--metric <metric>` | Normalized metric, e.g. `revenue`, `eps_non_gaap`, `segment:iphone` **(required)** |
+| `--period-kind <kind>` | `quarter`, `fiscal_year`, `half`, `other` |
+| `--basis <basis>` | `gaap`, `non_gaap`, `unknown` |
+| `-l, --limit <n>` | Series entries (1–40) |
+
+```bash
+invd earnings guidance-history -i AAPL --metric revenue --period-kind quarter
+```
+
+#### `earnings diff` *(selector)*
+
+What changed against the prior call: similarity, tone, hedging, new / dropped topics, slide changes (`--vs prior`, the only base).
+
+```bash
+invd earnings diff -i AAPL --year 2026 --quarter 4
+```
+
+#### `earnings metrics` *(selector)*
+
+Call structure metrics (length, Q&A share, question count, …).
+
+```bash
+invd earnings metrics --event <event_id>
+```
+
+#### `earnings prosody` *(selector)*
+
+Speech timing, pitch and energy per speaker (`--section all|prepared|qa`).
+
+```bash
+invd earnings prosody --event <event_id> --section qa
+```
+
+#### `earnings audio` *(selector)*
+
+The recording as a presigned URL, or `-o, --output <file>` (+ `--force`) to save it.
+
+```bash
+invd earnings audio --event <event_id> --output call.mp3
+```
+
+#### `earnings slides` *(selector)*
+
+| Option | Description |
+|--------|-------------|
+| `--markdown` | Include each page's extracted text |
+| `--pages <range>` | Page or range, e.g. `3` or `1-5` |
+| `-o, --output <file>` / `--force` | Save the deck PDF |
+
+```bash
+invd earnings slides -i AAPL --year 2026 --quarter 4 --output deck.pdf
+```
+
+#### `earnings documents` *(selector)*
+
+Investor documents of the call (CFO commentary, data sheets, letters, filings).
+
+| Option | Description |
+|--------|-------------|
+| `--kind <list>` | `cfo_commentary`, `financial_data`, `shareholder_letter`, `fact_sheet`, `company_transcript`, `sec_filing`, `infographic`, `other` |
+| `--body` | Include the extracted text |
+| `-l, --limit` / `--offset` | Page size (1–100), offset |
+| `-o, --output <dir>` / `--force` | Save every document as `<kind>-<document_id>.<ext>` |
+
+With `--output`, a document without a download URL (a link-only `sec_filing`, or a file the API could not fetch — use its `source_url`) is never skipped silently: each gets a warning on stderr, followed by a count (`2 of 3 documents saved; 1 skipped`). The exit code is 0 when at least one document was saved (or the list was empty) and 1 when documents were listed but none could be saved. An interrupted download (Ctrl-C) never leaves a partial file behind.
+
+```bash
+invd earnings documents --event <event_id> --output ./docs
+```
+
+#### `earnings search`
+
+Semantic search over call transcripts and slides.
+
+| Option | Description |
+|--------|-------------|
+| `-q, --query <text>` | Search text **(required)** |
+| `--event <event_id>` / `-i, --identifier <ticker>` | Only this call / company |
+| `--from <date>` / `--to <date>` | Call day range |
+| `--type <type>` | `transcript`, `qa`, `preparedRemarks`, `presentation` |
+| `-l, --limit <n>` | Passages (1–8) |
+
+```bash
+invd earnings search -q "data center demand" -i NVDA
+```
+
+#### `earnings stream` *(selector)*
+
+The live HLS audio URL of a call in progress (PRO; `status` = `available`, `not_started`, `ended` or `disabled`). Play it with `ffplay` or VLC; the URL expires (`expires_at`).
+
+```bash
+invd earnings stream --event <event_id>
+```
+
+---
+
 ### ownership
 
 Institutional ownership data.
@@ -651,13 +919,41 @@ invd metadata section-ids
 
 ---
 
+### webhooks
+
+Earnings-call webhook subscriptions (PRO): signed, retried `POST`s of the call lifecycle to your HTTPS endpoint. Events: `earnings_call.scheduled`, `.rescheduled`, `.started`, `.ended`, `.transcript_provisional`, `.transcript_ready`, `.transcript_corrected`, `.assets_ready`, `.guidance_flash` (reserved), and `ping`. Deliveries carry `X-Invinite-Signature: t=…,v1=…` (HMAC-SHA256 of `<t>.<raw body>` with the secret) and are retried after 1 min, 5 min, 30 min, 2 h, 6 h, 12 h and 24 h.
+
+| Command | Description |
+|---------|-------------|
+| `webhooks list` | Your team's subscriptions (never the secret, only `secret_hint`) |
+| `webhooks create --url <url> --events <list> [--ciks <list>] [--keywords <list>]` | Create one (max 10 per team; `--ciks` max 10, default every company). **Prints the signing secret once** |
+| `webhooks delete <id>` | Delete a subscription |
+| `webhooks rotate-secret <id>` | New secret (printed once); the old one stays valid until `previous_secret_expires_at` (5 min) |
+| `webhooks test <id>` | Queue a signed `ping` delivery |
+| `webhooks deliveries <id>` | The last 100 attempts: `delivery_id`, `event`, `attempt`, `status`, `response_status`, `duration_ms`, `at`, `next_attempt_at` |
+
+```bash
+invd webhooks create --url https://hooks.example.com/invinite --events earnings_call.transcript_ready,earnings_call.started --ciks 320193
+invd webhooks test <id>
+invd webhooks deliveries <id>
+```
+
+---
+
 ### ws
 
 Real-time WebSocket streaming.
 
 #### `ws listen`
 
-Listen to real-time SEC filing notifications. Automatically reconnects on disconnection with exponential backoff.
+Listen to real-time SEC filing notifications, or with `--earnings` follow one earnings call's live transcript (PRO). Automatically reconnects on disconnection with exponential backoff.
+
+| Option | Description |
+|--------|-------------|
+| `--earnings <event_id\|cik>` | Follow a live call: event ID (UUID) or CIK |
+| `--since-seq <n>` | Replay the finals after this seq (default `-1` = the whole call so far) |
+| `--partials` | Show interim segments, overwritten in place (terminal only; `--json` emits them) |
+| `--names` | Print each speaker-name snapshot |
 
 ```bash
 invd ws listen
@@ -665,6 +961,18 @@ invd ws listen
 
 Press `Ctrl+C` to disconnect.
 
+**Live transcripts.** Find a call in progress, then follow it:
+
+```bash
+invd earnings live
+invd ws listen --earnings 0b9d6f43-6b1e-4c39-9d3a-2f6a3c1e8b11 --partials
+# AAPL 2026-10-30T21:00:00.000Z · capturing · from seq 0 (latest 41)
+# [0:12] Operator: Good afternoon and welcome to the Apple Q4 fiscal year 2026 earnings call.
+# [1:05] Tim Cook: Thank you, everyone, for joining us.
+```
+
+Finals are named from the newest speaker-name snapshot (`Speaker A` until a name is known). A `gap` line marks a seq range with no final yet (a late final may still follow on the same subscription, so finals can print slightly out of order); `resume_unavailable` means missed finals cannot be replayed right now — live delivery continues and the API back-fills them once it can. Neither needs a re-subscribe. After a reconnect the listener resumes after the last final it printed; it exits once the final transcript is ready (`invd earnings transcript --event <id>`). With `--json` every frame is one JSON line (NDJSON), e.g. `invd ws listen --earnings 320193 --json | jq -r 'select(.type=="transcript_segment") | .text'`.
+
 ---
 
 ## Output Formats

package/claude-plugin/.claude-plugin/plugin.json

@@ -1,11 +1,19 @@
 {
-  "name": "invd",
-  "description": "Fetch and analyze financial data using the Invinite Data API — company fundamentals, financial statements, SEC filings, institutional ownership, insider trades, and more.",
-  "version": "0.1.0",
+  "name": "invinite-financial-data",
+  "description": "Fetch and analyze financial data using the Invinite Data API — company fundamentals, financial statements, SEC filings, earnings calls (transcripts, guidance, Q&A, live calls), institutional ownership, insider trades, and more.",
+  "version": "0.4.0",
   "author": {
-    "name": "Outraday"
+    "name": "Invinite"
   },
   "homepage": "https://github.com/outraday-org/invinite-data-cli",
   "repository": "https://github.com/outraday-org/invinite-data-cli",
-  "license": "ISC"
+  "license": "ISC",
+  "userConfig": {
+    "team_id": {
+      "type": "string",
+      "title": "Invinite team ID",
+      "description": "Team billed for Data API usage. Copy it from the team-pinned MCP URL in Invinite Data API settings.",
+      "required": true
+    }
+  }
 }

package/claude-plugin/.mcp.json

@@ -0,0 +1,8 @@
+{
+  "mcpServers": {
+    "invinite-financial-data": {
+      "type": "http",
+      "url": "https://data.invinite.com/t/${user_config.team_id}/mcp"
+    }
+  }
+}

package/claude-plugin/agents/invinite-data.md

@@ -1,6 +1,6 @@
 ---
 name: invinite-data
-description: Fetches financial data from the Invinite Data API for analysis. Use this agent whenever you need company financials, SEC filings, institutional ownership, insider trades, financial ratios, growth metrics, or any stock/company data. Delegate to this agent when the user asks for financial data retrieval, company research, or comparative financial analysis — even if they don't mention "Invinite" explicitly. This agent knows how to efficiently query the right endpoints, combine data from multiple sources, and return structured results ready for analysis.
+description: Fetches financial data from the Invinite Data API for analysis. Use this agent whenever you need company financials, SEC filings, institutional ownership, insider trades, financial ratios, growth metrics, earnings calls (calendar, transcripts, guidance and KPIs, Q&A, press releases, slides), or any stock/company data. Delegate to this agent when the user asks for financial data retrieval, company research, or comparative financial analysis — even if they don't mention "Invinite" explicitly. This agent knows how to efficiently query the right endpoints, combine data from multiple sources, and return structured results ready for analysis.
 tools: Bash(invd *), Read, Glob, Grep
 skills:
   - invinite-data-cli
@@ -23,12 +23,14 @@ You are a financial data retrieval specialist. Your job is to fetch the requeste
 - Always use `--json` on every data command
 - **Before querying metrics (ratios, CAGR, or growth) or financial statements, first run `invd metadata metrics --json`** to discover the available metric identifiers. The responses from these endpoints use `metric_id` keys — you need the metadata to know what metrics exist and to correctly interpret the results. Run this as a first step alongside or before your main data queries.
 - **Before querying filing sections, first run `invd metadata section-ids --json`** to discover valid section IDs.
-- If a command fails with an authentication error, report it clearly and tell the caller that `INVINITE_DATA_API_KEY` must be set or `invd config set-key` must be run
+- If a command fails with an authentication error, report it clearly and tell the caller to run `invd login`; `INVINITE_DATA_API_KEY` and `invd config set-key` remain manual fallbacks
 - If a company identifier is ambiguous, use `invd company search -q "<name>" --json` first to resolve it
 - For comparing companies, prefer `invd financials snapshot -i AAPL,MSFT,GOOGL -p annual --json` over individual queries
 - When fetching financial statements, default to `annual` period unless the request specifies otherwise
 - Use `--limit` appropriately — don't fetch more data than needed, but don't under-fetch either
 - For large datasets, use `--all` only when specifically needed
+- For earnings calls, resolve the call's `event_id` first (`invd earnings events -i <TICKER> -s desc -l 4 --json`) and pass `--event <event_id>` to every per-call command; keep `start_ms` values in the results so the caller can cite `[m:ss]` timestamps
+- Never pass `--output` (file downloads) unless the caller asked for a file
 
 ## Query planning
 
@@ -40,6 +42,8 @@ Common multi-step patterns:
 - **Ownership analysis**: holdings-by-company + ownership transactions
 - **Filing deep-dive**: metadata section-ids (first) + filings list → then filings sections for full text
 - **Comparative analysis**: metadata metrics (first) + financials snapshot with multiple tickers + metrics ratios for each
+- **Earnings call review**: earnings events (first, for the `event_id`) → then in parallel press-release + extractions `--kind guidance` + extractions `--kind kpi` + qa + diff
+- **Guidance tracking**: earnings guidance-history `--metric <metric>` across calls + extractions of the latest call
 
 ## Output format
 

package/claude-plugin/commands/analyze-earnings-call.md

@@ -0,0 +1,24 @@
+---
+name: analyze-earnings-call
+description: Analyze a company's latest (or a given quarter's) earnings call — results vs guidance, raised or lowered guidance, analyst focus, tone change against the prior call — with timestamped evidence.
+argument-hint: <ticker> [fiscal year + quarter, e.g. 2026 Q3]
+---
+
+# Analyze Earnings Call
+
+Analyze the earnings call requested in `$ARGUMENTS` using Invinite Data. Prefer the MCP tools (`earnings_call_*`) when connected; otherwise use the `invd earnings` commands below with `--json`.
+
+1. **Find the call.** Without a quarter, take the latest call that already happened: `invd earnings events -i <TICKER> --to <today> -s desc -l 1 --json` (MCP `earnings_call_events`). With a quarter, select it directly with `-i <TICKER> --year <YYYY> --quarter <Q>`. Use the call's `event_id` for every later step (`--event <event_id>`). If the call has no transcript yet, say so and stop.
+2. **Fetch in parallel** (all with `--event <event_id> --json`):
+   - press release: `invd earnings press-release` (`earnings_call_press_release`)
+   - guidance: `invd earnings extractions --kind guidance` and KPIs: `invd earnings extractions --kind kpi` (`earnings_call_guidance`)
+   - Q&A: `invd earnings qa` (`earnings_call_qa`) and participants: `invd earnings participants` (`earnings_call_participants`)
+   - diff vs the prior call: `invd earnings diff` (`earnings_call_diff`)
+   - only when a claim needs the exact wording: `invd earnings transcript` (`earnings_call_transcript`) or `invd earnings search -q "<topic>" --event <event_id>` (`earnings_call_search`)
+3. **Summarise**:
+   - **Results vs guidance** — reported figures from the press release against the guidance given on the prior call (`invd earnings guidance-history -i <TICKER> --metric <metric>` for a metric's series).
+   - **Guidance changes** — each item raised, lowered, maintained, introduced or withdrawn (`direction`), with the period and basis (GAAP / non-GAAP).
+   - **Analyst focus** — the recurring Q&A themes, who asked (firm), and where management deflected.
+   - **Tone change** — the diff's tone shift, hedging / uncertainty changes and new or dropped topics.
+4. **Cite evidence** — every quote or claim carries its `[m:ss]` timestamp (from `start_ms`) and the speaker; separate what was said from your interpretation.
+5. Flag what is missing (no press release, no guidance extracted, prior call not covered) instead of inferring it.

package/claude-plugin/commands/analyze-filing.md

@@ -0,0 +1,15 @@
+---
+description: Analyze a company's SEC filing for material changes, risks, management commentary, and evidence.
+argument-hint: <ticker> [form type or research question]
+---
+
+# Analyze SEC Filing
+
+Analyze the filing requested in `$ARGUMENTS` using Invinite Data.
+
+1. Resolve the company and identify the relevant filing and accession number.
+2. Discover valid filing section IDs before requesting sections.
+3. Retrieve only the sections needed for the question, normally risk factors, MD&A, business, and financial statements.
+4. Separate direct filing evidence from your interpretation.
+5. Report the form type, filing date, accession number, and section for every material finding.
+6. Flag missing sections or unavailable periods instead of inferring their contents.

package/claude-plugin/commands/compare-companies.md

@@ -0,0 +1,15 @@
+---
+description: Compare the financial performance, valuation, growth, and risks of two or more companies.
+argument-hint: <tickers or company names> [focus]
+---
+
+# Compare Companies
+
+Compare the companies in `$ARGUMENTS` using Invinite Data.
+
+1. Resolve ambiguous company names with `company_search` or the equivalent `invd` command.
+2. Fetch available metric definitions before requesting financial metrics.
+3. Fetch company details, the latest annual standardized snapshot, profitability and valuation ratios, and five-year CAGR where available.
+4. Run independent reads in parallel when the active Claude surface supports it.
+5. Present a compact comparison table followed by the most material strengths, weaknesses, and data limitations.
+6. Cite the reporting periods used; do not mix annual and quarterly values without labeling them.

package/claude-plugin/commands/financial-research.md

@@ -1,6 +1,6 @@
 ---
 name: financial-research
-description: Perform AI-powered financial research and analysis. Use when the user asks to research companies, compare financials, analyze ownership patterns, review SEC filings, evaluate growth trends, or any multi-faceted financial question. This command orchestrates parallel data fetching and then synthesizes the results into a coherent analysis.
+description: Perform AI-powered financial research and analysis. Use when the user asks to research companies, compare financials, analyze ownership patterns, review SEC filings or earnings calls, evaluate growth trends, or any multi-faceted financial question. This command orchestrates parallel data fetching and then synthesizes the results into a coherent analysis.
 argument-hint: [question or research topic]
 ---
 
@@ -17,6 +17,7 @@ Break the user's request into independent data retrieval tasks. Think about what
 - **Statements**: income statements, balance sheets, cash flows (for trend analysis)
 - **Ownership**: institutional holders, ownership transactions, insider trades
 - **Filings**: SEC filing sections (risk factors, MD&A, business descriptions)
+- **Earnings calls**: call calendar, transcripts, management guidance and KPIs, Q&A with analysts, press releases, the diff vs the prior call
 - **Context**: dividends, stock splits, fiscal periods, segments
 
 Each independent data need becomes a separate subagent task.

package/claude-plugin/commands/ownership-review.md

@@ -0,0 +1,14 @@
+---
+description: Review institutional ownership, position changes, concentration, and insider trading for a company.
+argument-hint: <ticker> [period or focus]
+---
+
+# Review Ownership
+
+Review ownership activity for `$ARGUMENTS` using Invinite Data.
+
+1. Resolve the company identifier.
+2. Fetch institutional holdings, institutional transactions, and insider trades for the requested period.
+3. Identify the largest holders, notable new or exited positions, and meaningful insider acquisitions or dispositions.
+4. Distinguish position value from share count and filing date from transaction date.
+5. Present concise tables and call out reporting-lag limitations in institutional filings.