# equivault/equivault-mcp [Health: Active]

**Category:** 💰 Finance & Fintech  
**Repository:** https://github.com/equivault/equivault-mcp  
**GitHub Stars:** 1  
**npm Downloads (last month):** 64  
**Views:** 4  
**Installs:** 0  
**Upvotes:** 0  
**Directory Page:** https://allmcps.com/mcp/equivault-equivault-mcp

## Description
Official EquiVault MCP — AI-powered equity research for Claude. 38 tools covering company fundamentals, financial statements, ratios & metrics, stock quotes, screening, peer comparison, investment narrative, guidance tracking, segments, capital allocation, insider transactions, earnings quality, signals intelligence, alerts, briefs, portfolio analytics, and more. Tier-aware with graceful upgrade prompts. Install via npx equivault-mcp.

## Tools
Capabilities this server exposes over MCP:

- **search_companies** — Search companies by name, ticker, or keyword
- **get_company** — Get detailed company profile
- **get_financials** — Financial statements (income, balance sheet, cash flow)
- **get_metrics** — Financial ratios and metrics time-series
- **get_stock_quote** — Current stock price, change, and volume
- **screen_companies** — Filter companies by financial criteria
- **compare_companies** — Side-by-side peer comparison
- **get_billing_status** — Check subscription tier and API usage
- **get_company_narrative** — Investment thesis, drivers, headwinds, tailwinds
- **get_guidance** — Management guidance tracker with beat/miss outcomes
- **get_segments** — Revenue and operating-income by business segment
- **get_capital_allocation** — Buybacks, dividends, debt, M&A, capex history
- **get_risk_factors** — Risk-factor evolution from filings
- **get_insider_transactions** — Insider buys, sells, 10b5-1 flag
- **get_earnings_quality** — Accruals, cash conversion, non-GAAP flags
- **get_debt_maturities** — Debt maturity schedule
- **get_competitive_signals** — Market share, new entrants, pricing signals
- **get_management_statements** — Notable management statements with sentiment
- **get_accounting_snapshots** — Accounting policies and period-over-period changes
- **get_strategy_profiles** — Available investment strategy profiles
- **analyze_company** — One-shot: profile + financials + metrics + narrative
- **company_deep_dive** — Everything in `analyze_company` + all 10 profile sections
- **get_signals** — Paginated signals for a single company
- **get_signal_summary** — Count breakdowns by type/severity + unread count
- **get_signal_dashboard** — Portfolio-wide signal overview
- **get_signal_trends** — Time-bucketed activity across portfolio
- **get_trending_signals** — Cross-company trending signals right now
- **create_alert** — Create an alert rule
- **update_alert** — Update an alert rule
- **delete_alert** — Delete an alert rule
- **list_briefs** — List investment briefs (filter by company or followed)
- **get_brief** — Full brief content with scorecard
- **get_portfolio_analytics** — Return, Sharpe, sector allocation, winners/losers
- **list_media** — Earnings calls, podcasts, presentations, press releases
- **get_guru_holdings** — Prominent-investor portfolio holdings & changes
- **get_markets** — Available markets (code, country, currency, MIC)
- **morning_briefing** — Signal dashboard + trending + briefs + optional portfolio — in one call
- **research_report** — company_deep_dive` + recent signals + related briefs, ready-to-render

## Claude Desktop Quick Installation
Install path detected from listing signals. Uses `npx` (confidence: high):

```json
"mcpServers": {
  "equivault-mcp": {
    "command": "npx",
    "args": ["-y","equivault-mcp"],
    "env": {
      "EQUIVAULT_API_KEY": "",
      "EQUIVAULT_TENANT_ID": "",
      "EQUIVAULT_BASE_URL": ""
    }
  }
}
```

**Requires environment variables:** `EQUIVAULT_API_KEY`, `EQUIVAULT_TENANT_ID`, `EQUIVAULT_BASE_URL` — the values above are empty placeholders; fill in real credentials before running (see the repository for what each one is for).

## Documentation

## What equivault/equivault-mcp MCP server does

equivault/equivault-mcp MCP server exposes EquiVault equity research functions to MCP-compatible clients, with Claude Desktop documented as a supported client. The available research surface covers company lookup, profiles, income statements, balance sheets, cash flow, financial ratios, historical metrics, stock quotes, screening, and side-by-side company comparison.

The server also provides deeper company context. Depending on the account tier, agents can request investment narratives, management guidance and beat/miss outcomes, business segments, capital allocation history, filing-based risk-factor changes, insider activity, earnings-quality indicators, debt maturities, competitive signals, management statements, and accounting-policy snapshots. Composite operations combine several research areas into an analysis or deep-dive response.

Signal and account-oriented functions include signal lists, summaries, portfolio-wide dashboards, trend views, trending cross-company signals, alert creation and maintenance, and billing-status checks. The README also documents tools for briefs, portfolio analytics, media, guru holdings, market metadata, morning briefings, and research reports.

## How it works

The MCP server runs locally through the `equivault-mcp` npm package and sends requests to the EquiVault API. Claude can invoke individual tools for focused questions or use composite functions when a broader company review is appropriate. For example, an agent can search for a company before retrieving its profile, financials, and metrics, or screen companies and then compare selected peers.

Access is tier-aware. The documented tool groups identify different availability levels, including All, Starter+, Professional+, Analyst+, and Advisor+. Calls that are outside the account’s available tier are handled with upgrade prompts rather than requiring the client to change its tool configuration. Usage and subscription information can be checked with `get_billing_status`.

## Setup and configuration

Install and run equivault/equivault-mcp MCP server with npm:

```bash
npx -y equivault-mcp
```

The process requires two credentials:

- `EQUIVAULT_API_KEY`: EquiVault API key.
- `EQUIVAULT_TENANT_ID`: EquiVault tenant ID.

`EQUIVAULT_BASE_URL` is optional and defaults to `https://api.equivault.ai/api/v1`. It can be changed when connecting to a self-hosted or otherwise different API endpoint.

For Claude Desktop, add a server entry whose command is `npx`, with arguments `-y` and `equivault-mcp`, and provide the credentials in the entry’s environment. The README also shows a Claude Code registration command using the same npm runner.

## Tools and capabilities

Core research tools support:

- Company search and profile retrieval.
- Financial statements, metrics, ratios, and stock quotes.
- Financial-criteria screening and peer comparison.
- Investment narratives and strategy profiles.
- Guidance, segments, capital allocation, risks, insiders, earnings quality, debt, competition, management commentary, and accounting changes.
- Composite company analysis and deep dives.
- Signals, signal summaries, dashboards, trends, and cross-company trends.
- Creating, updating, and deleting alert rules.
- Briefs, portfolio analytics, media, guru holdings, markets, morning briefings, and research reports as documented by the README.

## Limitations and notes

The server depends on EquiVault credentials and account permissions; the available research depth varies by subscription tier. It is not described as a general-purpose market-data provider independent of EquiVault. The documented API endpoint can be overridden, but no additional authentication method is specified. Tool availability should therefore be checked against the account through billing status and the relevant tier requirements before designing an agent workflow.

_Full upstream README: https://allmcps.com/mcp/equivault-equivault-mcp/readme_