equivault-mcp

MCP server for EquiVault — AI-powered equity research tools for Claude.

Quick Start

Claude Desktop

Add to ~/Library/Application Support/Claude/claude_desktop_config.json:

config.json

{
  "mcpServers": {
    "equivault": {
      "command": "npx",
      "args": ["-y", "equivault-mcp"],
      "env": {
        "EQUIVAULT_API_KEY": "your-api-key",
        "EQUIVAULT_TENANT_ID": "your-tenant-id"
      }
    }
  }
}

Claude Code

Terminal

claude mcp add equivault -- npx -y equivault-mcp

Then set your credentials:

server.ts

export EQUIVAULT_API_KEY=your-api-key
export EQUIVAULT_TENANT_ID=your-tenant-id

Configuration

Variable	Required	Default	Description
`EQUIVAULT_API_KEY`	Yes	—	Your EquiVault API key
`EQUIVAULT_TENANT_ID`	Yes	—	Your EquiVault tenant ID
`EQUIVAULT_BASE_URL`	No	`https://api.equivault.ai/api/v1`	API base URL (override for self-hosted)

Tools

Core Research (M1)

Tool	Description
`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

Company Deep Data (M2)

Tool	Description	Tier
`get_company_narrative`	Investment thesis, drivers, headwinds, tailwinds	Starter+
`get_guidance`	Management guidance tracker with beat/miss outcomes	Professional+
`get_segments`	Revenue and operating-income by business segment	Professional+
`get_capital_allocation`	Buybacks, dividends, debt, M&A, capex history	Professional+
`get_risk_factors`	Risk-factor evolution from filings	Professional+
`get_insider_transactions`	Insider buys, sells, 10b5-1 flag	Advisor+
`get_earnings_quality`	Accruals, cash conversion, non-GAAP flags	Professional+
`get_debt_maturities`	Debt maturity schedule	Professional+
`get_competitive_signals`	Market share, new entrants, pricing signals	Professional+
`get_management_statements`	Notable management statements with sentiment	Advisor+
`get_accounting_snapshots`	Accounting policies and period-over-period changes	Professional+
`get_strategy_profiles`	Available investment strategy profiles	All

Composite (M2)

Tool	Description
`analyze_company`	One-shot: profile + financials + metrics + narrative
`company_deep_dive`	Everything in `analyze_company` + all 10 profile sections

Signals & Alerts (M3)

Tool	Description	Tier
`get_signals`	Paginated signals for a single company	Analyst+
`get_signal_summary`	Count breakdowns by type/severity + unread count	Analyst+
`get_signal_dashboard`	Portfolio-wide signal overview	Analyst+
`get_signal_trends`	Time-bucketed activity across portfolio	Analyst+
`get_trending_signals`	Cross-company trending signals right now	Analyst+
`create_alert`	Create an alert rule	Advisor+
`update_alert`	Update an alert rule	Advisor+
`delete_alert`	Delete an alert rule	Advisor+

Briefs, Portfolio & Media (M3)

Tool	Description	Tier
`list_briefs`	List investment briefs (filter by company or followed)	Starter+
`get_brief`	Full brief content with scorecard	Starter+
`get_portfolio_analytics`	Return, Sharpe, sector allocation, winners/losers	Analyst+
`list_media`	Earnings calls, podcasts, presentations, press releases	Starter+
`get_guru_holdings`	Prominent-investor portfolio holdings & changes	Analyst+
`get_markets`	Available markets (code, country, currency, MIC)	All

Advanced Composite (M3)

Tool	Description
`morning_briefing`	Signal dashboard + trending + briefs + optional portfolio — in one call
`research_report`	`company_deep_dive` + recent signals + related briefs, ready-to-render

Examples

Research a company:

"What are Apple's latest annual financials and key metrics?"

Screen for opportunities:

"Find technology companies with a market cap over $10B and P/E ratio under 20."

Compare competitors:

"Compare Microsoft, Google, and Amazon on revenue growth and profit margins."

Check account status:

"How many queries do I have left this month?"

Documentation

EXAMPLES.md — Real Claude prompts for every tool category
docs/ALIGNMENT.md — How the MCP stays in sync with platform API versions
CHANGELOG.md — Release notes per version
CONTRIBUTING.md — Development workflow and conventions

Development

bash

# Clone and install
git clone https://github.com/equivault/equivault-mcp
cd equivault-mcp
npm install

# Build
npm run build

# Run tests
npm test

# Type check
npm run typecheck

# Watch mode (development)
npm run dev

License

MIT