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.

Licenses

This discovery repository's documentation and metadata use the MIT license. The self-hosted server implementation is in daniel3303/Equibles under AGPL-3.0. The hosted service is governed by the Equibles Terms of Service.

Quickstart (hosted, 30 seconds)

1. Create a free account at equibles.com — 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

Plugin packages

This repository includes an Agent Plugins package for compatible clients such as Cursor (plugin.json and mcp.json), a Grok Build package (.grok-plugin/plugin.json and .mcp.json), a Codex plugin and marketplace (.codex-plugin/plugin.json, .agents/plugins/marketplace.json and .mcp.json), a Claude Code plugin and marketplace (.claude-plugin/plugin.json and .claude-plugin/marketplace.json), and a Gemini CLI extension (gemini-extension.json). The skills/ folder holds one research skill that any package loader which discovers skills picks up, including the Codex and Claude Code plugins and Agent Plugins clients. These files configure the hosted MCP endpoint; they do not contain the server implementation. Marketplace availability is separate from these installable packages.

The packages use client-managed OAuth through https://mcp.equibles.com/mcp?auth=oauth, except the Claude Code plugin, which uses https://mcp.equibles.com/mcp to match the Claude directory connector. For the other packages, the query parameter requests authentication during discovery, so the client prompts for sign-in before attempting a data query. Sign in to your Equibles account when prompted. In Gemini CLI, use /mcp auth equibles if needed. If your client does not support OAuth, use the API-key configuration below instead.

Install the Gemini CLI extension from this repository:

gemini extensions install https://github.com/daniel3303/stock-market-mcp-server

For a local checkout of this package, use gemini extensions link /absolute/path/to/stock-market-mcp-server. After reviewing the package, Grok Build users can run grok plugin install /absolute/path/to/stock-market-mcp-server --trust, then grok plugin enable equibles and start a new session.

Install the Codex plugin from this repository's marketplace:

codex plugin marketplace add daniel3303/stock-market-mcp-server
codex plugin add equibles@equibles

The only MCP endpoints configured by these packages are https://mcp.equibles.com/mcp?auth=oauth and, in the Claude Code plugin, https://mcp.equibles.com/mcp. OAuth discovery and sign-in use https://equibles.com/. Queries and explicitly requested portfolio changes are sent to Equibles under the signed-in account. Keep the client's normal tool confirmations enabled: portfolio tools can create, change, or delete your saved holdings, and feedback tools send reports to Equibles. The packages contain no executable scripts, lifecycle hooks, embedded credentials, or telemetry code. Report security problems as described in SECURITY.md. Hosted usage is subject to account entitlements and the service terms.

Cline

Create an Equibles account and an API key using the Quickstart above. In Cline, open MCP Servers → Configure MCP Servers and merge this entry into the mcpServers object, replacing eq_your_api_key with your own key:

{
  "mcpServers": {
    "equibles": {
      "type": "streamableHttp",
      "url": "https://mcp.equibles.com/mcp",
      "headers": { "Authorization": "Bearer eq_your_api_key" },
      "disabled": false,
      "autoApprove": []
    }
  }
}

Keep the key in your local client configuration and never commit it. Save the configuration, confirm Equibles is connected, and ask Cline to call GetMarketStatus as a read-only connection check. If authentication fails, check the key or sign in through the client's OAuth flow. See the Cline MCP documentation for client setup.

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

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

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

Or install the plugin, which adds the same server plus the research skill:

/plugin install equibles --marketplace daniel3303/stock-market-mcp-server

On Claude Code versions before 2.1.275, run /plugin marketplace add daniel3303/stock-market-mcp-server first, then /plugin install equibles@equibles.

The plugin uses the same server URL as the Equibles connector in Claude's directory; run /mcp and choose Authenticate to sign in.

Key alternative:

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:

{ "mcpServers": { "equibles": { "url": "https://mcp.equibles.com/mcp", "headers": { "Authorization": "Bearer eq_your_api_key" } } } }

VS Code (Copilot)

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:

{ "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

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
Plus	10,000 requests/day	See pricing	Yes
Pro	100,000 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, and Retry-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.

git clone https://github.com/daniel3303/Equibles
cd Equibles
docker compose up

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