stock-market-mcp-server

# Equibles — Stock Market & Financial Data MCP Server 90+ MCP tools for AI agents like Claude, ChatGPT and Cursor: SEC filings, fundamentals, 13F institutional holdings, insider and congressional trades, earnings call transcripts, short interest and macro data. Free hosted tier, or self-host the open-source stack. [](LICENSE) [](#tools) [](#pricing--rate-limits) [](https://equibles.com) ## What is this? The Model Context Protocol (MCP) lets AI assistants call external data tools instead of guessing from training data. Equibles exposes US stock market and financial data as an MCP server: use it hosted at `https://mcp.equibles.com/mcp` (free API key, or OAuth with no key at all), or run it yourself from the open-source stack. Everything is parsed from the primary sources (SEC EDGAR, FINRA, FRED, CFTC, CBOE, USAspending, company IR sites), not from third-party estimates. ## Quickstart (hosted, 30 seconds) 1. Create a free account at [equibles.com](https://equibles.com) — no credit card required. 2. Create an API key at [`https://equibles.com/dashboard/apikeys`](https://equibles.com/dashboard/apikeys). It starts with `eq_` and is shown once, so copy it right away. 3. Connect your client with the URL `https://mcp.equibles.com/mcp` (see below). ChatGPT and Claude (web and Desktop) can skip the key entirely and sign in over OAuth. ## Connect your AI client ### Claude Desktop / Claude web (claude.ai) Settings → Connectors → Add custom connector → URL `https://mcp.equibles.com/mcp` → sign in over OAuth (no key needed). Key alternative: use the URL `https://mcp.equibles.com/mcp?api_key=eq_your_api_key`. ### Claude Code ```bash claude mcp add --transport http equibles https://mcp.equibles.com/mcp ``` Then run `/mcp` and choose **Authenticate** to sign in over OAuth. Key alternative: ```bash claude mcp add-json equibles '{"type":"http","url":"https://mcp.equibles.com/mcp","headers":{"Authorization":"Bearer eq_your_api_key"}}' --scope user ``` ### ChatGPT Add a developer-mode connector with URL `https://mcp.equibles.com/mcp` and complete the OAuth sign-in (or use the `?api_key=eq_your_api_key` URL). ### Cursor Add to `~/.cursor/mcp.json`: ```json { "mcpServers": { "equibles": { "url": "https://mcp.equibles.com/mcp", "headers": { "Authorization": "Bearer eq_your_api_key" } } } } ``` ### VS Code (Copilot) ```bash code --add-mcp '{"name":"equibles","type":"http","url":"https://mcp.equibles.com/mcp"}' ``` Or add a `.vscode/mcp.json` with a `"servers"` object using the same URL and `Authorization` header shape: ```json { "servers": { "equibles": { "type": "http", "url": "https://mcp.equibles.com/mcp", "headers": { "Authorization": "Bearer eq_your_api_key" } } } } ``` ### Any MCP client Use the HTTP transport with URL `https://mcp.equibles.com/mcp`, authenticating with an `Authorization: Bearer eq_...` header or a `?api_key=eq_...` query parameter. After connecting, see the full per-client guides at [https://equibles.com/docs/mcp](https://equibles.com/docs/mcp). ## Example prompts - "Which hedge funds bought the most NVIDIA last quarter?" - "Summarize the risk factors in Tesla's latest 10-K." - "Show recent insider selling at Microsoft, and has any member of Congress traded it this year?" - "What did NVIDIA guide for next quarter, and what KPIs did it report?" - "Which stocks have the highest short-squeeze scores today?" - "Screen for profitable software stocks under a 20 P/E." - "What's the latest CPI and unemployment rate?" ## Tools 90+ tools, grouped by dataset. ### SEC filings search & full-text RAG | Tool | Description | |---|---| | SearchDocuments | Hybrid keyword + semantic search across all companies' SEC filings. | | SearchCompanyDocuments | Hybrid search of one company's filings by ticker. | | SearchDocument | Hybrid search within a single filing. | | ListCompanyDocuments | Browse available SEC filings and transcripts for a company. | | SearchDocumentKeyword | Keyword search within one filing. | | ReadDocumentLines | Read a line range from a filing. | ### Financial statements & fundamentals (XBRL) | Tool | Description | |---|---| | GetFinancialStatement | Income statement, balance sheet, or cash-flow statement for a fiscal period (XBRL). | | GetFinancialFact | One financial concept over time. | | CompareFinancialFact | Compare a concept across companies. | | GetRevenueBreakdown | Revenue by segment, geography, and product (dimensional XBRL). | ### 13F institutional holdings & hedge fund portfolios | Tool | Description | |---|---| | GetFundCloneBacktest | Backtest cloning an institutional filer's 13F portfolio vs a market benchmark. | | GetTopHolders | Top institutional holders of a stock from SEC 13F-HR filings, ranked by shares held. | | GetOwnershipHistory | Historical trend of institutional ownership across quarters. | | GetInstitutionPortfolio | A specific institution's portfolio from its 13F-HR. | | SearchInstitutions | Search institutional investors by name or SEC CIK. | | GetTopBuyersSellers | Institutions with the biggest share additions/reductions on a stock this quarter. | | GetMarketWide13FActivity | Market-wide 13F leaderboards (top buys/sells/new/sold-out) for a quarter. | | GetMostHeldStocks | Stocks ranked by institutional 13F breadth. | | GetInstitutionSummary | Portfolio summary for a 13F filer (value, concentration, turnover). | | GetInstitutionSectorAllocation | An institution's 13F allocation by sector. | | GetInstitutionQuarterlyActivity | Initiated / increased / reduced / exited activity vs the prior quarter. | | GetFundOverlap | 13F portfolio overlap between two institutions. | | GetConsensusHoldings | Consensus portfolio of 2–25 institutions. | ### Insider trading (Form 3/4/5 & Form 144) | Tool | Description | |---|---| | GetInsiderTransactions | Recent insider transactions from SEC Form 3/4/5. | | GetInsiderOwnership | Insider ownership summary, ranked by shares held. | | GetProposedSales | Proposed insider sales from SEC Form 144. | | SearchInsiders | Search corporate insiders by name. | | GetInsiderSentimentScores | Stocks with the highest composite 0–100 insider-sentiment score. | ### Congressional stock trading | Tool | Description | |---|---| | GetCongressionalTrades | Congressional trades for a ticker. | | GetMemberTrades | A member's disclosed trades. | | GetMemberNetWorth | A member's net worth history from disclosures. | | SearchCongressMembers | Search members by name. | | GetMarketWideCongressionalActivity | Stocks Congress traded most over a trailing window. | ### Earnings calls: transcripts, briefs & AI insights | Tool | Description | |---|---| | GetEarningsCallEvent | The earnings-call event for a fiscal quarter. | | ListInvestorEvents | Recent investor events. | | GetInvestorEventSpeakers | Speaker-labelled transcript by event id. | | GetEarningsCallSpeakers | Speaker-labelled earnings-call transcript by fiscal quarter. | | GetEarningsBrief | AI earnings brief (TL;DR, bull/bear, pull-quotes). | | GetCallInsights | AI-scored insights (tone, hedging, themes). | ### Earnings guidance, KPIs & non-GAAP bridges | Tool | Description | |---|---| | GetGuidance | Earnings guidance from 8-Ks and call transcripts. | | GetCompanyKpis | Company-specific KPIs (subscribers, ARR, adj. EBITDA…). | | GetNonGaapBridge | Non-GAAP-to-GAAP reconciliations. | ### Stock prices & technical indicators | Tool | Description | |---|---| | GetStockPrices | Daily OHLCV history (split-adjusted). | | GetLatestPrices | Latest close, change, and volume. | | GetStochasticOscillator | Stochastic oscillator series. | | GetAverageTrueRange | Average true range (ATR) series. | | GetOnBalanceVolume | On-balance-volume (OBV) series. | | GetBollingerBands | Bollinger Bands series. | ### Short interest, short volume & dark pools (FINRA) | Tool | Description | |---|---| | GetShortVolume | Daily short-sale volume (FINRA). | | GetShortInterest | Bi-monthly short interest. | | GetShortInterestSnapshot | Market-wide latest settlement snapshot. | | GetLargestShortVolume | Largest daily short volume. | | GetShortSqueezeScores | Highest composite 0–100 short-squeeze scores. | | GetOffExchangeVolume | Weekly dark-pool / OTC volume (FINRA ATS). | ### Valuation multiples & stock screener | Tool | Description | |---|---| | GetValuationMultiples | EV/Revenue, EV/EBIT, P/E with industry quartiles. | | GetValuationMultiplesHistory | The same valuation multiples over time. | | ScreenStocks | Screen the stock universe with range filters across datasets. | | GetCorrelatedStocks | Most and least correlated stocks by daily returns. | ### Economic data (FRED) & macro calendar | Tool | Description | |---|---| | GetEconomicIndicator | Time series for a FRED indicator (~40 curated series). | | GetLatestEconomicData | Latest values across categories. | | SearchEconomicIndicators | Search the curated series. | | GetEconomicCalendar | Scheduled and recent US macro releases. | ### Futures positioning (CFTC COT) | Tool | Description | |---|---| | GetCftcPositioning | COT positioning for a futures contract. | | GetLatestCftcData | Latest COT snapshot across ~35 tracked contracts. | | SearchCftcMarkets | Search tracked CFTC contracts. | ### Volatility & options sentiment (CBOE) | Tool | Description | |---|---| | GetPutCallRatios | CBOE put/call ratios (Total / Equity / Index / Vix / Etp). | | GetVixHistory | VIX daily OHLC history. | ### Funds, ETFs & investment advisers | Tool | Description | |---|---| | SearchInvestmentAdvisers | Search SEC-registered investment advisers (Form ADV). | | GetInvestmentAdviser | Full Form ADV profile by CRD number. | | GetFundOperations | Fund operational data from Form N-CEN. | | GetFundHoldings | Fund/ETF portfolio holdings from latest NPORT-P. | | GetFundsHoldingStock | Funds/ETFs holding a given stock. | | GetExemptOfferings | Private placements from Form D. | | GetFailsToDeliver | FTD data from the SEC's twice-monthly files. | | SearchFunds | Search registered funds/ETFs. | | GetFundProfile | Fund profile and largest holdings from NPORT-P. | ### Corporate events & governance | Tool | Description | |---|---| | GetExecutiveChanges | Executive/director changes from 8-K Item 5.02. | | GetExecutiveCompensation | Compensation from DEF 14A. | | GetBuybackPrograms | Share-repurchase programs and history. | | GetAtmPrograms | At-the-market equity offering programs. | | GetGoingConcernStatus | Going-concern doubt status from the latest filing. | | GetCustomerConcentration | Customer-concentration risk disclosures. | | GetInvestorRelationsNews | Recent IR press releases. | | GetInvestorRelationsEvents | Upcoming IR events / webcasts. | | GetSuperInvestors | Curated superinvestor directory with 13F CIKs. | | GetGovernmentContracts | Federal contract awards (USAspending.gov) won by a company. | | GetTopGovernmentContractors | Companies ranked by federal contract dollars. | | GetFdaCatalysts | Scheduled FDA advisory-committee meetings. | | GetMarketStatus | US market session status. | | GetMarketCalendar | Market holidays and half days. | ## Pricing & rate limits | Plan | Daily requests | Price | Card required | |---|---|---|---| | Free | 100 requests/day | $0 | No | | Pro | 10,000 requests/day | See [pricing](https://equibles.com/pricing) | Yes | - One shared daily counter across both the MCP server and the REST API; it resets at 00:00 UTC. - Rate-limit headers are exposed on responses: `X-RateLimit-Limit`, `X-RateLimit-Remaining`, `X-RateLimit-Reset`, and `Retry-After` (on 429). - When you go over the limit, the MCP server answers in-band with a normal tool result explaining the limit rather than returning an opaque error, so your agent can read and react to it. Details at [https://equibles.com/pricing](https://equibles.com/pricing). ## Self-host with Docker (open source) The full stack is open source at [https://github.com/daniel3303/Equibles](https://github.com/daniel3303/Equibles). ```bash git clone https://github.com/daniel3303/Equibles cd Equibles docker compose up ``` The MCP server comes up at `http://localhost:8081/mcp`. No API key is required by default; set the `MCP_API_KEY` environment variable to require an `Authorization: Bearer <key>` header. When self-hosting, the Bearer header is the only auth method (no query parameter, no OAuth). The self-hosted server exposes the 62-tool open-source subset: 13F holdings, insider trading, SEC filings and fundamentals, funds/ETFs/advisers, FRED, CFTC, CBOE, congressional trades, short data, stock prices, and the FDA calendar. The hosted server adds the commercial layers on top: earnings calls, guidance, KPIs, the screener, valuation multiples, buybacks, executive data, and a few more. Note: the self-hosted stack runs its own scrapers against the primary sources, so the databases start empty and fill up over time after you start it. ## REST API Everything is also available as a conventional REST API at `https://api.equibles.com/v1`, sharing the same API key and daily limit as the MCP server. Docs at [https://equibles.com/docs](https://equibles.com/docs). ## Data sources & methodology Every dataset is parsed from the primary source, never from third-party estimates: - **SEC EDGAR** — filings, XBRL fundamentals, 13F holdings, Forms 3/4/5/144, NPORT, ADV, N-CEN, Form D - **FINRA** — short volume, short interest, dark-pool / off-exchange volume - **FRED** — economic indicators and macro series - **CFTC** — Commitments of Traders futures positioning - **CBOE** — put/call ratios and VIX - **USAspending.gov** — federal government contract awards - **Company IR sites** — investor-relations news and events - **Congressional disclosures** — member trades and net worth Methodology details at [https://equibles.com/docs/methodology](https://equibles.com/docs/methodology). ## Links - Website: [https://equibles.com](https://equibles.com) - Docs: [https://equibles.com/docs](https://equibles.com/docs) - Create an API key: [https://equibles.com/dashboard/apikeys](https://equibles.com/dashboard/apikeys) - Open-source stack: [https://github.com/daniel3303/Equibles](https://github.com/daniel3303/Equibles) - Pricing: [https://equibles.com/pricing](https://equibles.com/pricing)