Give your AI deep fundamentals on US public companies — metrics, segments, peers. Free.
Quick Install
Automated & IDE SetupCopy the AI prompt to install this server into Claude Code, Cursor, or another agent — or use 1-click editor setup below.
Manual Client & Custom JSON ConfigExpand JSON ▾
Client Config & Setup
Choose your client or environment
Target File:
💡 Paste the JSON block into your client's configuration file under mcpServers, then restart the application.
Documentation Overview
OpenCapital MCP Server
Every US public company, sourced from SEC filings — now available to your AI assistant.
OpenCapital is a hosted Model Context Protocol (MCP) server that gives Claude, ChatGPT, Cursor, Codex, and any other MCP-capable client read-only access to what every US public company actually reports — fundamentals, segment breakdowns, peer comparisons, and earnings for thousands of US-listed equities (common shares and ADRs), all derived directly from SEC filings.
You don't run anything. The server is hosted on OpenCapital's infrastructure. You add one URL to your client, sign in once, and start asking.
- Transport: Streamable HTTP (remote MCP server)
- Auth: OAuth 2.0 — sign in with Google, grant read-only access
- Free tier: 100 queries/day, no credit card. Paid plans remove the cap.
- Data: Fundamentals, segments, and earnings derived from US SEC filings (10-K, 10-Q, 8-K), read live
The data is free, the workflow is paid. Every metric, segment, quarter, and filing reference is free to query. OpenCapital is an independent project — not affiliated with the SEC.
Quick connect
Pick your client below, or see the full step-by-step guides at opencapital.sh/connect-ai.
Claude (claude.ai / Claude Desktop)
- Customize → Connectors → Add custom connector
- Name it
OpenCapital, pastehttps://api.opencapital.sh/mcp - Click Connect and authorize read-only access
Full guide: opencapital.sh/connect-ai/claude
Claude Code
Add --scope user to make it available in every project. Then run /mcp inside a session, select opencapital, and choose Authenticate.
Full guide: opencapital.sh/connect-ai/claude-code
ChatGPT (Plus / Team / Enterprise)
- Settings → Apps → Advanced settings → enable Developer mode
- Create app, name it
OpenCapital, paste the URL, select OAuth - Authorize read-only access
Full guide: opencapital.sh/connect-ai/chatgpt
Cursor
Add to ~/.cursor/mcp.json (global) or .cursor/mcp.json (project):
Then enable the server under Cursor Settings → Tools & MCP → Connect.
Full guide: opencapital.sh/connect-ai/cursor
Codex / Codex CLI
Or add to ~/.codex/config.toml:
Full guides: codex · codex-cli
Any other MCP client
Add a remote / custom MCP server over the Streamable HTTP transport, pointing at https://api.opencapital.sh/mcp. Most clients also accept the mcpServers JSON shape shown in the Cursor section above. The first call opens your browser to sign in and approve read-only access.
Full guide: opencapital.sh/connect-ai/other
What you can ask
The server ships with 14 read-only tools. You rarely call them by name — just ask in natural language and your client picks the right one.
| Tool | What it does |
|---|---|
stock_screener | Find and filter companies (sector, market cap, P/E, growth, FCF…). One row per company. |
stock_screener_filter_values | List valid values for a stock filter field (e.g. count of stocks per sector). |
metric_screener | Search financial metrics across companies. One row per (company × metric), with latest value, YoY/QoQ, and TTM change. |
metric_screener_filter_values | List valid values for a metric filter field. |
metric_detail | Definition, plain-language meaning, signal interpretation, parent/standard metric, and similar metrics across peers. |
metric_time_series | Full quarterly / annual / TTM history for one or more metrics on a single ticker. |
peer_time_series | One metric across up to 10 tickers — head-to-head peer comparisons. |
segment_time_series | Segment disaggregation (product, business, geography) for a line item, with history per segment. |
business_overview | What a company does, from its latest 10-K Item 1: segments, value chain, partnerships, named competitors. |
business_competitors | Ranked peer list — competitors named in filings, reverse mentions, and embedding-similar businesses. |
filing_text_search | Semantic + keyword search over the narrative prose of SEC filings (MD&A, risk factors, footnotes) — ranked passages with EDGAR links and cross-referenced metrics. |
portfolio_holdings | Your linked brokerage holdings, aggregated by ticker with weights and P&L. (requires sign-in + linked account) |
get_watchlist | Your watchlist with company metadata and nearest earnings event. (requires sign-in) |
update_watchlist | Add or remove tickers from your watchlist. (requires sign-in) |
Example prompts
- "What's Uber's Mobility take rate over the last 8 quarters?"
- "How does Airbnb's ADR compare across regions?"
- "Show me DoorDash Marketplace GOV every quarter since IPO."
- "Compare cloud revenue across AWS, Azure, GCP, and Oracle."
- "Find me 10 large-caps growing revenue over 20% with positive free cash flow and a P/E under 30."
- "Before Nvidia reports, summarize what their suppliers, hyperscaler customers, and competitors said in their last filings."
More in examples/prompts.md.
Read-only by design
The OpenCapital MCP server only exposes read-only stock research data — fundamentals, segments, and earnings derived from public SEC filings. Your assistant cannot place trades or modify any account state. The watchlist tools are the only write surface, and they only edit your own OpenCapital watchlist.
Privacy & terms
OAuth grants your AI client read-only access to OpenCapital's public stock research index (and, if you choose, your own watchlist and linked-brokerage holdings). See the Terms of Service and Privacy Policy.
License
The configuration snippets and documentation in this repository are MIT-licensed.
The OpenCapital MCP service they connect to is a hosted service governed by its Terms of Service — your use of the service, including the free tier, is subject to those terms, not this license. This repository does not contain the server's source code.
Links
- Website — opencapital.sh
- Connect guides — opencapital.sh/connect-ai
- Model Context Protocol — modelcontextprotocol.io
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