Boothcheck

What boothcheck MCP server does

The boothcheck MCP server turns a US stock price into an expectations analysis grounded in SEC EDGAR filings. Its central output describes the operating-income growth rate, number of years that growth must continue, and operating margin implied by the current price. Results are measured against what the company has delivered and include an as-of date.

The service is read-only and covers roughly 2,000 US tickers, with coverage varying by tool. It does not produce fair values, price targets, buy or sell ratings, or investment advice. A result may be expressed as a bound or a textual limitation when the underlying model cannot defensibly solve for one number.

How it works

Connect an MCP client to one of two hosted endpoints. The keyless endpoint at https://boothcheck.com/api/mcp exposes five free tools without an account. An API key sent as a Bearer token can enable tools available under the associated plan. The OAuth endpoint at https://boothcheck.com/api/mcp-auth supports browser-based sign-in and token refresh, but it is not interchangeable with the keyless endpoint.

The analysis uses precomputed data from SEC EDGAR filings, refreshed on boothcheck's regeneration schedule. Filing tools provide semantic search within a company's latest annual or quarterly filing, cross-company discovery across indexed annual filings, filing inventories, and links to primary documents. Other tools expose guidance behavior, report sections, segment data, risk-factor changes, insider records, and institutional ownership.

Setup and configuration

For Claude or Claude Desktop, add a custom connector and paste the endpoint; the OAuth flow can be completed in the browser. Claude Code can be configured with the HTTP command below:

claude mcp add --transport http boothcheck https://boothcheck.com/api/mcp-auth

Clients that use JSON configuration should use the keyless endpoint and provide an API key in the Authorization header:

{
  "mcpServers": {
    "boothcheck": {
      "type": "http",
      "url": "https://boothcheck.com/api/mcp",
      "headers": { "Authorization": "Bearer bck_YOUR_KEY" }
    }
  }
}

A config-file client cannot perform the OAuth browser step. The connection guide also provides setup paths for Cursor and VS Code. The same underlying data is available through the REST API at https://boothcheck.com/api/v1, with an OpenAPI document at https://boothcheck.com/api/v1/openapi.json.

Tools and capabilities

The five keyless tools are:

• whats_priced_in: calculates one ticker's implied growth, duration, and margin.
• most_stretched: ranks stocks by the amount of growth reflected in their prices.
• compare_priced_in: compares the assumptions embedded in two prices.
• list_coverage: lists tickers with live records and their resolution levels.
• get_report_summary: returns bullet takeaways from a research report; the full library requires a Research key.

A free API key adds filing search and discovery, filing inventories, and guidance ledgers. Research access adds full reports, structured price-inversion records, segments, peer cohorts, risk-factor deltas, insider signals, and institutional-holder data. An Analyst/API plan adds analyst_desk, which compares 2 to 25 companies in one standardized table and produces a deterministic difference brief.

Limitations and notes

Use the boothcheck MCP server to inspect market-implied assumptions, not to obtain a recommendation. most_stretched is an expectations screen rather than a strategy, signal, or stock-selection feed. Data is informational and research-oriented, and the service states that it is not a registered investment adviser.

Some tools cover fewer companies than others. An empty result for a ticker indicates that the relevant coverage is unavailable, rather than a condition to retry. Ownership outputs report current facts, while guidance history and some report content depend on the plan. Peer-cohort medians are computed within the valuation engine and are not returned as standalone facts.