Server data from the Official MCP Registry
US stock-market & financial data: SEC filings, fundamentals, holdings, insider trades, calls, FRED.
US stock-market & financial data: SEC filings, fundamentals, holdings, insider trades, calls, FRED.
Remote endpoints: streamable-http: https://mcp.equibles.com/mcp
Valid MCP server (1 strong, 1 medium validity signals). No known CVEs in dependencies. Imported from the Official MCP Registry.
Endpoint verified · Requires authentication · 1 issue found
Security scores are indicators to help you make informed decisions, not guarantees. Always review permissions before connecting any MCP server.
This plugin requests these system permissions. Most are normal for its category.
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"
}
}
}From the project's GitHub README.
90+ MCP tools for AI agents like Claude, ChatGPT and Cursor: SEC filings, fundamentals, 13F institutional holdings, insider and congressional trades, earnings call transcripts, short interest and macro data. Free hosted tier, or self-host the open-source stack.
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.
https://equibles.com/dashboard/apikeys. It starts with eq_ and is shown once, so copy it right away.https://mcp.equibles.com/mcp (see below).ChatGPT and Claude (web and Desktop) can skip the key entirely and sign in over OAuth.
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 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
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).
Add to ~/.cursor/mcp.json:
{ "mcpServers": { "equibles": { "url": "https://mcp.equibles.com/mcp", "headers": { "Authorization": "Bearer eq_your_api_key" } } } }
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" } } } }
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.
90+ tools, grouped by dataset.
| 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. |
| 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). |
| 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. |
| 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. |
| 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. |
| 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). |
| 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. |
| 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. |
| 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). |
| 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. |
| 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. |
| Tool | Description |
|---|---|
| GetCftcPositioning | COT positioning for a futures contract. |
| GetLatestCftcData | Latest COT snapshot across ~35 tracked contracts. |
| SearchCftcMarkets | Search tracked CFTC contracts. |
| Tool | Description |
|---|---|
| GetPutCallRatios | CBOE put/call ratios (Total / Equity / Index / Vix / Etp). |
| GetVixHistory | VIX daily OHLC history. |
| 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. |
| 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. |
| Plan | Daily requests | Price | Card required |
|---|---|---|---|
| Free | 100 requests/day | $0 | No |
| Pro | 10,000 requests/day | See pricing | Yes |
X-RateLimit-Limit, X-RateLimit-Remaining, X-RateLimit-Reset, and Retry-After (on 429).Details at https://equibles.com/pricing.
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 62-tool open-source subset: 13F holdings, insider trading, SEC filings and fundamentals, funds/ETFs/advisers, FRED, CFTC, CBOE, congressional trades, short data, stock prices, and the FDA calendar. The hosted server adds the commercial layers on top: earnings calls, guidance, KPIs, the screener, valuation multiples, buybacks, executive data, and a few more.
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.
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.
Every dataset is parsed from the primary source, never from third-party estimates:
Methodology details at https://equibles.com/docs/methodology.
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