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export_shareholder_registry

For issuers: generate a downloadable export of a managed company’s shareholder registry at a snapshot date. Supported formats are XLSX (spreadsheet) and PDF (printable / signable). The full registry — including email addresses and other contact details — is written to the file. The file contents are not pulled into the chat context; the tool returns a short-lived, single-use download link instead.

Requires sign-in and issuer access to the requested company. Call list_managed_companies first to get a valid companyId.

FieldTypeRequiredDescription
companyintegerYesCompany id of a company the signed-in user is authorized to manage.
datestringYesSnapshot date in YYYY-MM-DD. Use today’s date unless the user asks for a historical snapshot.
formatstringYesXLSX (default for data work) or PDF (for a printable / signable copy).

A clickable resource link plus a short Markdown line confirming the export. The link points to https://mcp.ai.aktionariat.com/download/<token> and is valid for 5 minutes and single-use — on click, the Aktionariat MCP worker fetches the file from the backend and streams it to the browser.

  • “Export my shareholder registry as XLSX as of today.”
  • “Give me a PDF of the shareholder registry for my company on 2025-12-31.”
  • “I need the full shareholder list including emails — send me a downloadable copy.”
  • The file does not enter the chat. This is deliberate — names, addresses, and email addresses are sensitive and the Aktionariat platform writes them to the file only. Render the returned link clearly so the user knows to open it in a browser.
  • The link expires in 5 minutes and is single-use. If the user misses the window, call this tool again to mint a fresh link.
  • A 403 means the signed-in user does not have issuer access for the given company. Re-run list_managed_companies and retry with a valid id.
  • If the user wants only a summary (top holders, ownership), prefer shareholder_registry — it returns a small Markdown table directly in the chat.