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  3. Equibles
Equibles logo
Health: ActiveRecent health check succeeded.Last checked 9/7/2026, 7:26:13 PM

Equibles

User RatingsBe the first to rate and review this MCP server! Enrichment pendingWe haven’t run our AI enrichment pass on this listing yet, so the overview, use cases, and FAQ below may be sparse or missing. We work through the catalog over time β€” check back soon.
View Repository3 GitHub StarsTotal stargazers on GitHub for the source repository (3 stars).Visit Website

US stock-market & financial data: SEC filings, fundamentals, holdings, insider trades, calls, FRED.

Quick Install

Automated & IDE Setup

Copy the AI prompt to install this server into Claude Code, Cursor, or another agent β€” or use 1-click editor setup below.

Add to CursorAdd to VS Code
Manual Client & Custom JSON ConfigExpand JSON β–Ύ

Client Config & Setup

Remote HTTP
Choose your client or environment
Target File:~/Library/Application Support/Claude/claude_desktop_config.json
claude_desktop_config.json
{
  "mcpServers": {
    "equibles": {
      "url": "https://img.shields.io/badge/license-MIT-blue.svg)](LICENSE"
    }
  }
}

πŸ’‘ Paste the JSON block into your client's configuration file under mcpServers, then restart the application.

Install Directory Badge Claim listing AlternativesπŸ’° More in Finance & Fintech

Documentation Overview

Equibles β€” Stock Market & Financial Data MCP Server

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.

License: MIT Tools Free tier 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 β€” no credit card required.
  2. Create an API key at 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 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.

Claude Code

Terminal
claude mcp add --transport http equibles https://mcp.equibles.com/mcp

Then run /mcp and choose Authenticate to sign in over OAuth.

Key alternative:

Terminal
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:

config.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:

config.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.

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

111 tools, grouped by dataset.

SEC filings search & full-text RAG

ToolDescription
SearchDocumentsHybrid keyword + semantic search across all companies' SEC filings.
SearchCompanyDocumentsHybrid search of one company's filings by ticker.
SearchDocumentHybrid search within a single filing.
ListCompanyDocumentsBrowse available SEC filings and transcripts for a company.
SearchDocumentKeywordKeyword search within one filing.
ReadDocumentLinesRead a line range from a filing.

Financial statements & fundamentals (XBRL)

ToolDescription
GetFinancialStatementIncome statement, balance sheet, or cash-flow statement for a fiscal period (XBRL).
GetFinancialFactOne financial concept over time.
CompareFinancialFactCompare a concept across companies.
GetRevenueBreakdownRevenue by segment, geography, and product (dimensional XBRL).

13F institutional holdings & hedge fund portfolios

ToolDescription
GetFundCloneBacktestBacktest cloning an institutional filer's 13F portfolio vs a market benchmark.
GetTopHoldersTop institutional holders of a stock from SEC 13F-HR filings, ranked by shares held.
GetOwnershipHistoryHistorical trend of institutional ownership across quarters.
GetInstitutionPortfolioA specific institution's portfolio from its 13F-HR.
SearchInstitutionsSearch institutional investors by name or SEC CIK.
GetTopBuyersSellersInstitutions with the biggest share additions/reductions on a stock this quarter.
GetMarketWide13FActivityMarket-wide 13F leaderboards (top buys/sells/new/sold-out) for a quarter.
GetMostHeldStocksStocks ranked by institutional 13F breadth.
GetInstitutionSummaryPortfolio summary for a 13F filer (value, concentration, turnover).
GetInstitutionSectorAllocationAn institution's 13F allocation by sector.
GetInstitutionQuarterlyActivityInitiated / increased / reduced / exited activity vs the prior quarter.
GetFundOverlap13F portfolio overlap between two institutions.
GetConsensusHoldingsConsensus portfolio of 2–25 institutions.

Insider trading (Form 3/4/5 & Form 144)

ToolDescription
GetInsiderTransactionsRecent insider transactions from SEC Form 3/4/5.
GetInsiderOwnershipInsider ownership summary, ranked by shares held.
GetProposedSalesProposed insider sales from SEC Form 144.
SearchInsidersSearch corporate insiders by name.
GetInsiderSentimentScoresStocks with the highest composite 0–100 insider-sentiment score.

Congressional stock trading

ToolDescription
GetCongressionalTradesCongressional trades for a ticker.
GetMemberTradesA member's disclosed trades.
GetMemberNetWorthA member's net worth history from disclosures.
SearchCongressMembersSearch members by name.
GetMarketWideCongressionalActivityStocks Congress traded most over a trailing window.

Earnings calls: transcripts, briefs & AI insights

ToolDescription
GetEarningsCallEventThe earnings-call event for a fiscal quarter.
ListInvestorEventsRecent investor events.
GetInvestorEventSpeakersSpeaker-labelled transcript by event id.
GetEarningsCallSpeakersSpeaker-labelled earnings-call transcript by fiscal quarter.
GetEarningsBriefAI earnings brief (TL;DR, bull/bear, pull-quotes).
GetCallInsightsAI-scored insights (tone, hedging, themes).
GetInvestorEventSlidesCaptured investor-event slide deck: title, source, page count, and links to the PDF or slide images.

Earnings guidance, KPIs & non-GAAP bridges

ToolDescription
GetGuidanceEarnings guidance from 8-Ks and call transcripts.
GetCompanyKpisCompany-specific KPIs (subscribers, ARR, adj. EBITDA…).
GetNonGaapBridgeNon-GAAP-to-GAAP reconciliations.

Stock prices & technical indicators

ToolDescription
GetStockPricesDaily OHLCV history (split-adjusted).
GetLatestPricesLatest close, change, and volume.
GetStochasticOscillatorStochastic oscillator series.
GetAverageTrueRangeAverage true range (ATR) series.
GetOnBalanceVolumeOn-balance-volume (OBV) series.
GetBollingerBandsBollinger Bands series.

Short interest, short volume & dark pools (FINRA)

ToolDescription
GetShortVolumeDaily short-sale volume (FINRA).
GetShortInterestBi-monthly short interest.
GetShortInterestSnapshotMarket-wide latest settlement snapshot.
GetLargestShortVolumeLargest daily short volume.
GetShortSqueezeScoresHighest composite 0–100 short-squeeze scores.
GetOffExchangeVolumeWeekly dark-pool / OTC volume (FINRA ATS).

Live quotes & options chains

ToolDescription
GetLiveQuoteLatest intraday price for one or more US listings.
GetOptionExpirationsAvailable option expiration dates for a stock, with the contract count at each.
GetOptionChainCalls and puts for one expiration: strike, bid/ask, volume, open interest, IV, and greeks.
GetOptionContractFull snapshot for one option contract by its OCC symbol.

IPO pipeline (S-1 / F-1)

ToolDescription
GetIpoFeedThe US S-1/F-1 registration pipeline, newest filing activity first.
GetIpoDetailsOne registration in full: status, offer terms, underwriters, risk factors, and pre-IPO financials.

Valuation multiples & stock screener

ToolDescription
GetValuationMultiplesEV/Revenue, EV/EBIT, P/E with industry quartiles.
GetValuationMultiplesHistoryThe same valuation multiples over time.
ScreenStocksScreen the stock universe with range filters across datasets.
GetCorrelatedStocksMost and least correlated stocks by daily returns.

Economic data (FRED) & macro calendar

Read the full README β†’View source on GitHub β†’

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Reviews

No reviews yet β€” be the first to share how this listing worked for you.

Frequently Asked Questions about Equibles

Add the following block to your claude_desktop_config.json under mcpServers: "mcpServers": { "equibles": { "command": "npx", "args": ["-y", "equibles"] } }

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Technical Specs & Signals

CategoryπŸ’°Finance & Fintech
More technical detailsExpand β–Ύ
TransportSSE (Remote)
RuntimeNode.js
Last updatedSep 7, 2026
Views0
Unique ViewsTotal visits recorded for this listing page on AllMCPs.
Installs0
Installs & Copy ActionsTotal times users copied install commands or configuration snippets for this server.
GitHub stars3
GitHub Star CountTotal stargazers on GitHub representing community popularity (3 stars).
37Quality signal: Fair Β· 37/100How this signal is calculated β–Ύ
Server availabilityNot measured

Not scored for repo-hosted servers β€” we can't reach the running server, only its GitHub page. Hosted MCP endpoints are health-checked live.

Verified ownership10/20
Documentation & tools16/30
Adoption & activity2/15
Community engagement0/10

A guidance signal from public completeness & health data β€” not a user rating. New listings start lower and rise as they add docs, get verified, and grow adoption. Signals we can't observe for a listing are skipped, not counted against it.

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The official MCP server for AllMCPs.com - submit and manage tools directly from your AI. The open directory for MCP servers. Connect Claude, Cursor, Windsurf, and AI agents to databases, tools, files, and APIs. Explore 10,000+ servers. AllMCPs is the premier, open directory for discovering, evaluating, and installing Model Context Protocol (MCP) servers to equip AI agents and LLMs with real-world superpowers.

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