US stock-market & financial data: SEC filings, fundamentals, holdings, insider trades, calls, FRED.
Copy the AI prompt to install this server into Claude Code, Cursor, or another agent β or use 1-click editor setup below.
π‘ Paste the JSON block into your client's configuration file under mcpServers, then restart the application.
111 MCP tools for AI agents like Claude, ChatGPT and Cursor: SEC filings, fundamentals, 13F institutional holdings, insider and congressional trades, earnings call transcripts, options chains, live quotes, IPO filings, short interest, macro data, and your own portfolio. Free hosted tier, or self-host the open-source stack.
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.
https://equibles.com/dashboard/apikeys. It starts with eq_ and is shown once, so copy it right away.https://mcp.equibles.com/mcp (see below).ChatGPT and Claude (web and Desktop) can skip the key entirely and sign in over OAuth.
Settings β Connectors β Add custom connector β URL https://mcp.equibles.com/mcp β sign in over OAuth (no key needed).
Key alternative: use the URL https://mcp.equibles.com/mcp?api_key=eq_your_api_key.
Then run /mcp and choose Authenticate to sign in over OAuth.
Key alternative:
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).
Add to ~/.cursor/mcp.json:
Or add a .vscode/mcp.json with a "servers" object using the same URL and Authorization header shape:
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.
111 tools, grouped by dataset.
| 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. |
| 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). |
| 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 2β25 institutions. |
| 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 0β100 insider-sentiment score. |
| 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. |
| 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). |
| GetInvestorEventSlides | Captured investor-event slide deck: title, source, page count, and links to the PDF or slide images. |
| Tool | Description |
|---|---|
| GetGuidance | Earnings guidance from 8-Ks and call transcripts. |
| GetCompanyKpis | Company-specific KPIs (subscribers, ARR, adj. EBITDAβ¦). |
| GetNonGaapBridge | Non-GAAP-to-GAAP reconciliations. |
| 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. |
| 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 0β100 short-squeeze scores. |
| GetOffExchangeVolume | Weekly dark-pool / OTC volume (FINRA ATS). |
| Tool | Description |
|---|---|
| GetLiveQuote | Latest intraday price for one or more US listings. |
| GetOptionExpirations | Available option expiration dates for a stock, with the contract count at each. |
| GetOptionChain | Calls and puts for one expiration: strike, bid/ask, volume, open interest, IV, and greeks. |
| GetOptionContract | Full snapshot for one option contract by its OCC symbol. |
| Tool | Description |
|---|---|
| GetIpoFeed | The US S-1/F-1 registration pipeline, newest filing activity first. |
| GetIpoDetails | One registration in full: status, offer terms, underwriters, risk factors, and pre-IPO financials. |
| 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. |
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