Equibles README
The full upstream README, mirrored here for reference. Install config, tool schemas, adoption signals, and an original overview live on the Equibles listing page.
Equibles — 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.
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)
- Create a free account at equibles.com — no credit card required.
- Create an API key at
https://equibles.com/dashboard/apikeys. It starts witheq_and is shown once, so copy it right away. - 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
Then run /mcp and choose Authenticate to sign in over OAuth.
Key alternative:
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:
VS Code (Copilot)
Or add a .vscode/mcp.json with a "servers" object using the same URL and Authorization header shape:
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
| 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). |
| GetInvestorEventSlides | Captured investor-event slide deck: title, source, page count, and links to the PDF or slide images. |
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). |
Live quotes & options chains
| 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. |
IPO pipeline (S-1 / F-1)
| 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. |
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. |
Index composition & forecasts
| Tool | Description |
|---|---|
| GetIndexComposition | Current constituent list for an index, heaviest first, with each company's weight. |
| GetIndexChanges | Companies that have joined or left an index, newest first, with the dates each change is bounded by. |
| GetIndexForecast | Applies an index's published entry rules to every company we track, rule by rule. |
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. |
Your own portfolio (the only tools that write)
Scoped to the account behind the API key. The caller's own holdings, never anyone else's.
| Tool | Description |
|---|---|
| GetMyPortfolio | The user's saved holdings, priced, with cost basis and realized/unrealized profit. |
| CreateMyPortfolio | Create a new, empty portfolio. |
| DeleteMyPortfolio | Permanently delete a portfolio and every lot in it. |
| AddPortfolioLot | Record one purchase or sale as a lot, for a stock or an option contract. |
| UpdatePortfolioLot | Correct a lot's quantity, price, trade date, or note. |
| ClosePortfolioLot | Record a sale, cover, or expiry of all or part of a lot, keeping its realized profit. |
| RemovePortfolioLot | Permanently delete a lot entered by mistake. |
| WatchInstrument | Put a stock or option contract on a watchlist, with no position recorded. |
| UnwatchInstrument | Remove a stock or option contract from a watchlist. |
Agent feedback
| Tool | Description |
|---|---|
| ReportProblem | Report wrong, missing, or broken data straight from the tool call. |
| SuggestToolImprovement | Suggest a change to a tool's behaviour, arguments, or output. |
Pricing & rate limits
| Plan | Daily requests | Price | Card required |
|---|---|---|---|
| Free | 100 requests/day | $0 | No |
| Pro | 10,000 requests/day | See 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, andRetry-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.
Self-host with Docker (open source)
The full stack is open source at https://github.com/daniel3303/Equibles.
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 64-tool open-source subset: 13F holdings, insider trading, SEC filings and fundamentals, funds/ETFs/advisers, FRED, CFTC, CBOE, congressional trades, short data, stock prices, government contracts, and the FDA calendar. The hosted server adds 44 more on top: earnings calls, guidance, KPIs, the screener, valuation multiples, buybacks, executive data, live quotes, options chains, IPO filings, and your own portfolio.
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.
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.
Links
- Website: https://equibles.com
- Docs: https://equibles.com/docs
- Create an API key: https://equibles.com/dashboard/apikeys
- Open-source stack: https://github.com/daniel3303/Equibles
- Pricing: https://equibles.com/pricing