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Stock Market MCP Server

Developer ToolsLow Risk10.0MCP RegistryRemote
Free

Server data from the Official MCP Registry

90+ free tools, Claude & ChatGPT: prices, options, SEC filings, 13F, insider, congress, transcripts.

About

90+ free tools, Claude & ChatGPT: prices, options, SEC filings, 13F, insider, congress, transcripts.

Remote endpoints: streamable-http: https://mcp.equibles.com/mcp

Security Report

10.0
Low Risk10.0Low Risk

Valid MCP server (1 strong, 1 medium validity signals). No known CVEs in dependencies. Imported from the Official MCP Registry. 1 finding(s) downgraded by scanner intelligence.

94 tools verified · Open access · 1 issue found

Security scores are indicators to help you make informed decisions, not guarantees. Always review permissions before connecting any MCP server.

Permissions Required

This plugin requests these system permissions. Most are normal for its category.

HTTP Network Access

Connects to external APIs or services over the internet.

How to Connect

Remote Plugin

No local installation needed. Your AI client connects to the remote endpoint directly.

Add this to your MCP configuration to connect:

{
  "mcpServers": {
    "io-github-daniel3303-equibles": {
      "url": "https://mcp.equibles.com/mcp"
    }
  }
}

Documentation

View on GitHub

From the project's GitHub README.

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.

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 — 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 → 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.

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

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

ToolDescription
GetEconomicIndicatorTime series for a FRED indicator (~40 curated series).
GetLatestEconomicDataLatest values across categories.
SearchEconomicIndicatorsSearch the curated series.
GetEconomicCalendarScheduled and recent US macro releases.

Futures positioning (CFTC COT)

ToolDescription
GetCftcPositioningCOT positioning for a futures contract.
GetLatestCftcDataLatest COT snapshot across ~35 tracked contracts.
SearchCftcMarketsSearch tracked CFTC contracts.

Volatility & options sentiment (CBOE)

ToolDescription
GetPutCallRatiosCBOE put/call ratios (Total / Equity / Index / Vix / Etp).
GetVixHistoryVIX daily OHLC history.

Funds, ETFs & investment advisers

ToolDescription
SearchInvestmentAdvisersSearch SEC-registered investment advisers (Form ADV).
GetInvestmentAdviserFull Form ADV profile by CRD number.
GetFundOperationsFund operational data from Form N-CEN.
GetFundHoldingsFund/ETF portfolio holdings from latest NPORT-P.
GetFundsHoldingStockFunds/ETFs holding a given stock.
GetExemptOfferingsPrivate placements from Form D.
GetFailsToDeliverFTD data from the SEC's twice-monthly files.
SearchFundsSearch registered funds/ETFs.
GetFundProfileFund profile and largest holdings from NPORT-P.

Index composition & forecasts

ToolDescription
GetIndexCompositionCurrent constituent list for an index, heaviest first, with each company's weight.
GetIndexChangesCompanies that have joined or left an index, newest first, with the dates each change is bounded by.
GetIndexForecastApplies an index's published entry rules to every company we track, rule by rule.

Corporate events & governance

ToolDescription
GetExecutiveChangesExecutive/director changes from 8-K Item 5.02.
GetExecutiveCompensationCompensation from DEF 14A.
GetBuybackProgramsShare-repurchase programs and history.
GetAtmProgramsAt-the-market equity offering programs.
GetGoingConcernStatusGoing-concern doubt status from the latest filing.
GetCustomerConcentrationCustomer-concentration risk disclosures.
GetInvestorRelationsNewsRecent IR press releases.
GetInvestorRelationsEventsUpcoming IR events / webcasts.
GetSuperInvestorsCurated superinvestor directory with 13F CIKs.
GetGovernmentContractsFederal contract awards (USAspending.gov) won by a company.
GetTopGovernmentContractorsCompanies ranked by federal contract dollars.
GetFdaCatalystsScheduled FDA advisory-committee meetings.
GetMarketStatusUS market session status.
GetMarketCalendarMarket 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.

ToolDescription
GetMyPortfolioThe user's saved holdings, priced, with cost basis and realized/unrealized profit.
CreateMyPortfolioCreate a new, empty portfolio.
DeleteMyPortfolioPermanently delete a portfolio and every lot in it.
AddPortfolioLotRecord one purchase or sale as a lot, for a stock or an option contract.
UpdatePortfolioLotCorrect a lot's quantity, price, trade date, or note.
ClosePortfolioLotRecord a sale, cover, or expiry of all or part of a lot, keeping its realized profit.
RemovePortfolioLotPermanently delete a lot entered by mistake.
WatchInstrumentPut a stock or option contract on a watchlist, with no position recorded.
UnwatchInstrumentRemove a stock or option contract from a watchlist.

Agent feedback

ToolDescription
ReportProblemReport wrong, missing, or broken data straight from the tool call.
SuggestToolImprovementSuggest a change to a tool's behaviour, arguments, or output.

Pricing & rate limits

PlanDaily requestsPriceCard required
Free100 requests/day$0No
Pro10,000 requests/daySee pricingYes
  • 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

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