プロトタイプ · プレビュー版:公式レジストリのすべてのサーバーを掲載し、30分ごとに同期しています。レビューとアカウント機能は今後のステップで始まります。
PopNx MCPAIを使う人のためのMCPサーバー · やさしい言葉で解説

Equibles

作者:daniel3303バージョン 1.0.5i★ –iクラウドで動く
レジストリ名io.github.daniel3303/equibles

インストール

概要

作者による説明(英語の原文)

SEC filings, company financials, holdings, earnings calls, stock prices, options and macro data.

PopNx MCPの3つの柱

この3つを1つのスコアにまとめることはしません。意見、測定、人気はそれぞれ別のものだからです。

できること

このサーバーのやさしい解説はまだ書いていません。以下はレジストリから読み取った事実です。

  • 接続方法: クラウドで動く
  • トランスポート: Streamable HTTP
  • カテゴリ: 会計・財務・税務
  • 入力が必要なもの:Authorization

インストール

使っているAIアプリを選んで、設定をコピーしてください。

インストールの前に

「秘密」と表示された値は、あなたのアカウントの鍵です。絶対に人に教えたり、チャットに貼り付けたりしないでください。

必要なもの

どのアプリを使っていますか?

上でアプリを選んでください。選んだアプリを覚えておくので、次からはボタンに「…にインストール」と表示されます。

このアドレスはリクエストの header にキーが必要ですが、コネクタを追加するメニューでは設定できません。代わりにClaude Code、Cursor、VS Codeを使ってください。

ターミナルでこれを実行します

claude mcp add --transport http equibles https://mcp.equibles.com/mcp --header 'Authorization: Bearer {api_key}'

動かす前に、空欄の値を入力してください。

Cursorで開く

または、設定を自分でコピーする

プロジェクトの .cursor/mcp.json、または ~/.cursor/mcp.json に貼り付けます

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

ブラウザがアプリを開いてよいか確認し、そのあとアプリが設定を表示して確認を求めます。キーの値は空欄のままなので、自分で入力してください。

VS Codeで開く

または、設定を自分でコピーする

プロジェクトの .vscode/mcp.json に貼り付けます

{
  "servers": {
    "equibles": {
      "type": "http",
      "url": "https://mcp.equibles.com/mcp",
      "headers": {
        "Authorization": "Bearer {api_key}"
      }
    }
  }
}

ブラウザがアプリを開いてよいか確認し、そのあとアプリが設定を表示して確認を求めます。キーの値は空欄のままなので、自分で入力してください。

このアドレスはリクエストの header にキーが必要ですが、コネクタを追加するメニューでは設定できません。代わりにClaude Code、Cursor、VS Codeを使ってください。

選んだアプリは、この端末のCookieに保存されます。アカウントは不要です。

自分で入力する値

  • Authorization 秘密 HTTP header
    Bearer API key (eq_...). Required unless your client signs in over OAuth; tool calls without either are rejected. Free tier: 100 requests/day.

この設定は、作者のレジストリ登録情報から作成しています。READMEと違う場合は、READMEに従ってください。

できること

ツールの名前と説明は、サーバーが2026年11月8日に返したそのままの内容です。書いたのは作者で、私たちではありません。プレーンテキストとして表示しています。

  • GetLatestClosingPrices

    Get each ticker's newest traded, settled daily close (USD for US listings; a MIC:TICKER listing on another exchange in its own trading currency, named in a note), with one-session change, volume, and trailing 52-week closing range. Rows can have different dates while a session se

  • GetCftcPositioning

    Get Commitments of Traders (COT) positioning data for a specific futures contract. Shows commercial and non-commercial positions over time. Values are contract counts from the legacy futures-only COT report (positions as of each Tuesday, published Friday). Use SearchCftcMarkets t

  • AddPortfolioLot

    Record a user-confirmed purchase or sale in the caller's portfolio. Never infer or guess the instrument, quantity, price or date. For stock, pass ticker; a listing on another exchange is its MIC:TICKER symbol (e.g. XPAR:AIR, as ScreenStocks returns it). For an option, pass both i

  • GetMarketStatus

    Get the current US equity market status (NYSE/Nasdaq), evaluated in America/New_York: whether the market is open, the current session (pre-market, regular, after-hours, or closed), whether today is a full-day holiday or a 1:00 p.m. ET early close, today's regular and extended (pr

  • GetMarketWideCongressionalActivity

    Get the stocks members of Congress traded most over a trailing window, aggregated across EVERY member and ticker — 'what did Congress buy this week' without needing a ticker or a member name. The window is anchored on the DISCLOSURE (filing) date because the STOCK Act's general o

  • GetEuropeanDirectorTransactions

    Get the director and related-person (PDMR) transactions a regulator published for one listing outside the US, written MIC:TICKER (e.g. XSTO:VOLV-B). Coverage today is Sweden's Finansinspektionen register, matched by the issuer's LEI or the security's ISIN, so rows can include the

  • GetTranscriptPhraseTrend

    Count how often a word or phrase comes up on a company's last earnings calls, oldest first: mentions per call, the rate per 10,000 words, the split between prepared remarks and Q&A where the call states its hand-off to questions, and one or two short quotes. Whole-word and case-i

  • GetWebDataFeed

    Get the latest independently verified stored result for one of the caller's trackers, or the latest retained result at or before a requested timestamp. This is read-only, never triggers a live run, and preserves the last good result after a newer failure. To create or manage a tr

  • ScreenStocks

    Screen listed stocks with optional min/max bounds for price, market cap, institutional ownership, 13F holder signals (conviction, crowding, private-fund adviser ownership, active holders' share change, holder tenure and price versus the holders' estimated cost), short data, insid

  • GetHolderTargets

    Shareholder targeting for a stock: the 13F filers of the newest closed quarter that hold its holder-overlap peers (operating companies whose active holders overlap most, funds excluded) but hold no class of the stock itself, ranked by the money they have in those peers. A stock w

  • GetFundProfile

    Get a registered fund's profile and largest stored holdings from its latest SEC Form NPORT-P report. Accepts a profile ID, SEC series ID, stored ticker, or verified alias from SearchFunds. Returns registrant, series, assets, reported and stored holding counts, and the largest sto

  • GetInvestorEventTranscript

    Get the speaker-labelled transcript of a specific investor event (earnings call, conference, investor day) by its event id — every speaker turn in order, attributed to the real person (executive or analyst) with their role when the resolution is trusted; unverified voices show as

  • GetInstitutionConsensusHoldings

    Combine 2-25 institutions' 13F portfolios on their latest common report date. Ranks stocks by holder count, then combined value. Published values normally use report-date closing prices, may fall back to filer values, and can be zero when unavailable. Set minInstitutions to 2 or

  • SearchListings

    Find exchange listings by company name or ticker (query), by ISIN (isin), or list every listing of one exchange or country, across the US and other exchanges. Each row gives the symbol other tools accept (a bare ticker for a US listing, MIC:TICKER such as XETR:SIE for another exc

  • GetEuropeanShortPositions

    Get the net short positions disclosed to European regulators for one listing outside the US, written MIC:TICKER (e.g. XPAR:UBI, XAMS:ASML), matched by that security's ISIN, or the issuer's LEI for issuer-level sources: individual holder disclosures from registers such as France's

  • SearchInstitutions

    Search the tracked 13F filer set by institution name or SEC CIK. Search first requires every punctuation-independent query word anywhere in the filed name, then broadens to any word only when no strict row matches. Verified brand aliases such as Fidelity, Vanguard, and BlackRock

  • GetShortInterest

    Get bi-monthly short interest history for an exact stock or ETF listing from FINRA. Shows the reported short position, change from the previous settlement, average daily volume, and days to cover per settlement date. Share counts are restated onto today's split basis so the serie

  • GetPutCallRatios

    Get CBOE put/call ratio data showing market sentiment. Available types: Total (all exchange), Equity, Index, Vix, Etp. High ratios (>1.0) indicate bearish sentiment; low ratios (<0.7) indicate bullish sentiment. Volumes are contract counts. Data available from November 2006 to pr

  • ListInvestorEvents

    List a company's investor events, newest first: earnings calls plus conferences, investor days and shareholder meetings. Each row gives the event id, type, UTC start, title, fiscal period (earnings calls only), status, and each material's status (available, pending, notPublished,

  • GetOptionTermStructure

    Compare the nearest upcoming expirations side by side: at-the-money implied volatility, the at-the-money straddle's mid as a market-implied expected move, put/call ratios and max pain for each. An expiration that could not be read stays in the table, marked. Nothing here is a for

  • GetCongressionalTrades

    Get congressional securities transactions for a specific ticker (newest first, last year by default). Shows which members of Congress reported a purchase or sale, with transaction and filing dates; amounts are disclosed ranges, not exact values, and Asset identifies the filed ins

  • GetInstitutionCloneBacktest

    Backtest how cloning an institutional filer's reported 13F portfolio would have performed against a market benchmark, either over a trailing window (windowYears) or an explicit fromDate/toDate range. Reconstructs the filer's portfolio at each quarterly 13F snapshot, rebalances on

  • CompareInstitutionPortfolios

    Compare two institutions' 13F portfolios on their latest common report date. Returns Jaccard and dollar-weighted overlap, portfolio totals, and shared or unique positions. Published values normally use report-date closing prices, may fall back to filer values, and can be zero whe

  • GetValuationMultiplesHistory

    Get up to ~10 years of quarterly EV/Revenue, EV/EBIT, EV/EBITDA, P/E, Price/Sales and Price/Book, with P/FFO and P/AFFO for REITs and EV/Adjusted EBITDA for verified filers. Each row is recomputed at its filing date from facts then available and that day's raw close; non-GAAP cel

  • GetUpcomingInvestorEvents

    Get upcoming investor-relations events for a stock — earnings webcasts, conference appearances, presentations, and shareholder meetings — scraped from the company's IR website. Returns events scheduled from now onward, soonest first, optionally filtered by event type. Also states

  • GetDividendHistory

    Get the stored declared cash dividends of an exact stock or ETF listing, newest first. Each row gives the ex-dividend date and cash amount per share: in USD for a US listing, and in the listing's trading currency for a listing on another exchange (MIC:TICKER). Date filters apply

  • UpdatePortfolioLot

    Correct a lot the USER already recorded: a mistyped quantity, price, trade date, note or exchange rate. Only the fields you pass change; the rest are left alone. The instrument itself cannot be edited: a lot on the wrong stock or the wrong contract is a different holding, so remo

  • GetShortInterestSnapshot

    Market-wide snapshot of the latest FINRA bi-monthly short interest settlement — one row per exact listed security, sorted by days to cover (descending) by default. FINRA caps days to cover at 999.99: capped rows are a sentinel (almost always illiquid names with a tiny average-dai

  • GetOptionChainSummary

    Get one expiration's positioning from the live chain: open interest and volume by side with put/call ratios, max pain, at-the-money implied volatility, the at-the-money straddle's mid as a market-implied expected move, 25-delta skew, the strikes with the most unsigned gamma, and

  • GetValuationMultiples

    Get current EV/Revenue, EV/EBIT, P/E, Price/Sales and Price/Book with peer median, quartiles and sample size; REITs add verified company-stated P/FFO and P/AFFO, and a filer with a verified reconciliation adds EV over its stated Adjusted EBITDA. TTM flows use four discrete fiscal

  • GetFormDOfferings

    Get recent exempt securities offerings (private placements) for a company from SEC Form D notices. Each Form D reports a Regulation D offering, showing the issuer, the date of first sale, the total offering amount (a dollar figure or "Indefinite"), the amounts sold and remaining,

  • GetFundsHoldingStock

    Get the registered investment companies (mutual funds and ETFs) holding an exact stock or ETF listing, from SEC Form NPORT-P portfolio reports. The listed security's authoritative CUSIP (or, for a listing on another exchange written MIC:TICKER, its ISIN) is matched against the ho

  • GetHolderMix

    Who holds a stock or ETF listing, by kind of 13F filer, quarter by quarter: each bucket's share of 13F common shares, its like-for-like change, and new and exited filers. Split by holder type (regulatory records, never names), measured style, turnover, horizon, 13F book size, cli

  • GetEarningsCallEvent

    Get the earnings-call event for a company's fiscal quarter: one record grouping the call's audio, transcript, slide deck and 8-K earnings release. Returns the event id, title, call date, status, each artefact's status (available, pending, notPublished, failed, notAttempted, noCal

  • GetIndexChanges

    Get the companies that have joined or left a major US stock index, newest first. Changes are derived by comparing consecutive constituent lists from the funds that track the index, so each one is dated to the window between two reports rather than to an announcement: a daily hold

  • GetEtfProfile

    Get ETF settled performance, SEC assets, allocation and top holdings. For this exact ETF ticker, use GetStockPrices or GetLatestClosingPrices for prices, GetLiveQuote for entitled intraday quotes, GetOptionExpirations/GetOptionChain/GetOptionContract/GetOptionContractHistory for

  • GetRevenueBreakdown

    Get a company's revenue disaggregated by business segment, geography and product/service — plus operating income by segment when the issuer tags it, so segment profitability and margins are answerable — from the dimensional XBRL facts the issuer tags in its own filings. Annual fi

  • GetHolderTypeFlows

    Market-wide 13F money flows for a closed quarter by kind of filer: what each bucket bought and sold, net flow, net flow as % of its prior 13F book, and net buyers vs sellers. Buckets: holder type (regulatory records, never names), measured style, turnover, horizon, book size, cli

  • GetGovernmentContracts

    Get federal government contract awards won by a specific public company: US federal awards (from USAspending.gov) or Government of Canada contracts (from its proactive publication of contracts over C$10,000). Shows the award (action) date, recipient named by the government, award

  • GetCorrelatedStocks

    Get the stocks whose daily price returns are most (or least) correlated with one stock — Pearson correlation of daily log returns on comparable raw closes (dividends excluded), computed over the trading days both stocks priced, never on raw price levels. Scope picks the candidate

  • GetAverageTrueRange

    Average True Range (ATR) for a stock. Wilder's volatility measure built from the True Range (max of high-low, |high-prev_close|, |low-prev_close|) and smoothed recursively. Higher ATR means wider daily moves; commonly used for position sizing and stop placement. ATR is denominate

  • GetOwnershipSummary

    Get who owns a stock, as shares and % of shares outstanding: 13F institutions, insiders (Forms 3, 4, 5, single-class issuers only), 13D/13G blocks no 13F report already holds, and the remaining float, flagged rather than clipped when negative. Registered funds are shown but never

  • GetMyPortfolio

    Get the caller's saved portfolios, and those colleagues shared with the caller's organization, including stock and option lots, cost basis, realized and unrealized profit, and watched instruments. Omit portfolio to list portfolios; if exactly one exists it is returned in full. Pa

  • CreateMyPortfolio

    Create a new, empty portfolio in the USER's own Equibles account, then add holdings to it with AddPortfolioLot. Ask the user before creating one, since it is their account. Names are unique within an account, and re-creating a name that already exists is rejected rather than merg

  • SearchFunds

    Search the tracked SEC Form NPORT-P fund directory by fund name, ticker, SEC series ID, or registrant. Returns one canonical profile per series with ticker, registration type, latest report date, assets, and reported-versus-stored holding counts. Exact stored tickers outrank veri

  • SuggestToolImprovement

    Suggest the smallest actionable contract improvement to an existing Equibles tool you actually called when it worked as documented but lacked a useful operation, filter, parameter or output option. Answer the user first; this records a future improvement and does not change the c

  • GetEtfHoldings

    Get an ETF's stored portfolio holdings, largest position first: a US fund's latest SEC Form NPORT-P report (coverage full, partial, or unknown when counts are missing or inconsistent), or, for a fund on another exchange named MIC:TICKER, the fund sponsor's published portfolio fil

  • GetEarningsCallTranscript

    Get the speaker-labelled transcript of a company's earnings call for a fiscal quarter — every speaker turn in order, attributed to the real person (executive or sell-side analyst) with their role at the time. Identities appear only when the resolution is trusted (auto-resolved or

  • GetIpoFeed

    Get the US S-1/F-1 registration pipeline, newest filing activity first. Rows distinguish Primary, Resale, DirectListing, NonOffering and Unknown transactions; terms come from the newest effective prospectus or latest filing and never a superseded document. Results include lifecyc

  • GetShareholderVoteResults

    Get a company's shareholder meeting vote results from its SEC 8-K Item 5.07 filings, latest meeting first: for each matter (each director nominee on its own row) the For, Against, Abstain, Withheld and broker non-vote counts as printed, the stated outcome and its quote, and the s

  • GetIndexForecast

    Apply an index's published entry rules and return candidates with rule-by-rule evidence. S&P results are SCREENS because a committee chooses additions; the S&P 500 adds versioned 90-day empirical join probabilities for eligible candidates and exit probabilities for every member.

  • GetLatestEconomicIndicators

    Get the latest values for key economic indicators across categories: interest rates, yield spreads, inflation, employment, GDP, money supply, sentiment, housing, exchange rates, and market indicators. Each row shows a series' latest stored observation with its date, plus the prev

  • GetInstitutionQuarterlyActivity

    Get an institution's quarterly position-change activity — Initiated / Increased / Reduced / Exited stocks diffed against the immediately prior quarter. Common shares, put/call positions and principal amounts are separate rows labelled by Type. Returns the buckets as one markdown

  • GetTopHolders

    Get the top institutional holders (fund managers) of an exact stock or ETF listing from SEC 13F-HR filings. Returns a ranked list by shares held, including published position value and percentage of total institutional 13F shares (not of shares outstanding). Values normally use r

  • ClosePortfolioLot

    Record that the USER sold (or covered, or let expire) all or part of a lot, at a price and on a date. The lot moves out of the open positions and its realized profit is kept. Ask the user for the closing price and date; never guess them from a market quote. Closing PART of a lot

  • GetEarningsCallToneAndThemes

    Get the AI-scored insights for a company's recent earnings calls — the management-tone read (a net tone score and a hedging score) and the call's key themes with their computed mention counts and per-theme tone. Newest call first. Verifier-approved — only scored and approved call

  • GetOptionChainSession

    Get one session's bars across one expiration, by strike: open, high, low, close, volume, VWAP and trades for every contract, active or expired. Use it for how a chain traded on a past date; GetOptionExpirations with expired=true lists past expirations. A larger expiration returns

  • SearchCftcMarkets

    Search the tracked CFTC futures contracts by name, market code, common contract name, or standard futures symbol, or omit the query to list every tracked contract. Coverage is a curated set of ~35 major contracts across Agriculture, Energy, Metals, Equity Indices, Interest Rates,

  • GetEarningsCallThemeHistory

    Track how a company's earnings-call themes move quarter over quarter: a theme by fiscal-quarter table of mention counts and tone across its last scored calls, oldest first, with each theme's status on the latest call (new, recurring, dropped, or unknown where an unscored quarter

  • GetIndexComposition

    Get the current constituent list of a major US or Canadian stock index: S&P 500, S&P MidCap 400, S&P SmallCap 600, Nasdaq-100, Russell 1000, Russell 2000, the Dow Jones Industrial Average, the S&P/TSX 60, S&P/TSX Composite, S&P/TSX Venture Composite and the S&P/TSX capped sector

基本チェックi

誰でも見られる情報をチェックしており、コードは読んでいません。当てはまらない項目は数に入れていません。 · 2026年11月9日にチェック

  • ✓ 合格

    作者とリポジトリが一致

    レジストリ名は、リポジトリを所有するGitHubアカウント daniel3303 で確認済みです

  • … 未チェック

    今もメンテナンスされている

    このリポジトリはまだGitHubから読み取っていません

  • … 未チェック

    ライセンスがある

    このリポジトリはまだGitHubから読み取っていません

  • ✓ 合格

    エンドポイントが応答する

    851ミリ秒で応答(HTTP 200)

  • – 対象外

    OAuthでサインイン

    サインイン不要

  • ✓ 合格

    ツールの説明に隠れた指示がない

    60件のツールの説明を読み、AIへの隠れた指示は見つかりませんでした

会計・財務・税務のほかのサーバーとの比較i

  • このカテゴリのほかの2960件のうち0%よりスターが多い
  • このカテゴリのほかの2960件のうち51%より最近レジストリに公開
  • 基本チェックの結果が、このカテゴリのほかの2960件のうち100%と同じかそれ以上

レジストリでこのカテゴリにある有効なすべてのサーバーと比較しています。スターは、公開者がリポジトリの所有者である場合だけ数えます。

よくある質問

Equiblesは安全ですか?

当てはまる基本チェック3項目のうち3項目に合格しました。コードは読んでいません。キーやトークンを追加する前に、サーバーがどんなアクセスを求めているかを確認し、必要な権限だけを持つキーを使ってください。

どんなキーやコードが必要ですか?

入力が必要なもの:Authorization

パソコンで動きますか、それともクラウドですか?

作者のクラウドで動きます。インストール不要でインターネット経由でつながりますが、送った内容は作者のサーバーを通ります。

今もメンテナンスされていますか?

GitHubリポジトリの最終更新は–、最新バージョン(1.0.5)がレジストリに届いたのは31 日前です。

どのアプリで使えますか?

Claude Desktop、Claude Code、Cursor、VS CodeなどのMCP対応アプリで使えます。URLでつながるので、リモートMCPサーバーに対応したアプリ(開発者モードのChatGPTなど)でも使えます。

代わりに使えるものは?

同じカテゴリには:Finance Toolkit, SolidInvoice, Korea Tax Calculator

代わりの候補

同じカテゴリで、ほかの作者が作ったサーバー。スターの多い順。

カードの見方:↓ 週あたりのダウンロードi★ GitHubスターi3つの柱:レビュー · チェック · 利用状況i更新=最新バージョンをレジストリに公開した日i

Finance Toolkit

500+ transparent financial methods calculated from raw statements, not third-party endpoints.

作者:JerBouma広く使われている↓ 1.6万/週★ 5496一昨日更新

パソコンでもクラウドでも

SolidInvoice

Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.

作者:SolidInvoice成長中★ 9819 日前更新

クラウドで動く✓ solidinvoice.co

Korea Tax Calculator

Korean tax calculation and tax-audit judgment MCP: 96 tools with statutory citations.

作者:UpstageAI成長中↓ 3172/週★ 97昨日更新

パソコンで動く

作者のREADME

READMEを開く

作者のリポジトリから書かれたとおりにコピーしたものです。PopNx MCPは内容を確認・推奨していません。HTML、画像、スクリプトは取り除いています。リンクはこのサイトの外へ移動します。

Equibles — Stock Market & Financial Data MCP Server

130 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

130 tools, grouped by dataset. 120 read market data; the 10 marked ✏️ write to your own portfolios, watchlist or feedback.

Filings & documents
ToolDescription
SearchDocumentsHybrid keyword and semantic search across the filing corpus.
SearchDocumentRuns search inside one document identified by the UUID returned from ListFilings.
ListFilingsLists stored filings and transcripts newest first (by filing date, then EDGAR acceptance time) and paginated.
ReadDocumentLinesReads a specific range of numbered lines from a document.
GetFormDOfferingsLists a company's recent Regulation D private placements from its SEC Form D notices, newest first.
Fundamentals & valuation
ToolDescription
GetFinancialFactA single XBRL financial concept (revenue, net income, diluted EPS, total assets, operating cash flow, and the like) returned as a time series drawn from SEC Company Facts: one row per fiscal period for flows such as revenue, and one row per as-of date for balances and share counts, so a cover-page share count and the balance-sheet count at the period end both appear.
CompareFinancialFactCompares one financial concept across several companies for the same fiscal period, a peer table with one row per ticker, each showing the latest-restated value; tickers with no data for the period are listed separately.
GetFinancialStatementA full income statement, balance sheet, or cash-flow statement for one fiscal year and period, from SEC Company Facts (XBRL).
GetRevenueBreakdownRevenue disaggregated by business segment, geography, and product/service, built from the dimensional XBRL facts the issuer tags in its own filings.
GetCompanyKpisThe company's own key performance indicators, extracted from its written Item-2.02 8-K earnings releases and 10-K/10-Q MD&A.
GetNonGaapBridgeThe GAAP-to-non-GAAP reconciliation "bridge" for each stated non-GAAP measure, such as Adjusted EBITDA, adjusted EPS or adjusted operating income, extracted from a company's earnings releases and 10-K/10-Q periodic reports: the GAAP starting line, each stated adjustment in order, and the non-GAAP result, with the period, unit and verbatim source quote, verifier-approved and newest filing first.
GetGuidanceForward guidance ranges issued by management, extracted from Item-2.02 8-K earnings releases and earnings-call transcripts (some issuers, e.g.
GetValuationMultiplesTrailing-twelve-month EV/Revenue, EV/EBIT and P/E, each shown against a subject-excluded peer median, quartiles, and the actual peer sample for that ratio.
GetValuationMultiplesHistoryEV/Revenue, EV/EBIT, EV/EBITDA and P/E recomputed at each past quarter's filing date, one row per quarter, up to ~10 years.
GetCustomerConcentrationA company's disclosed customer-concentration risk, statements like "one customer accounted for 26% of revenue." The tool serves both authoritative filing shapes directly.
GetGoingConcernStatusWhether the company's latest examined SEC filing states substantial doubt about its ability to continue as a going concern (with the verbatim disclosure, the source filing, and the history of examined filings showing when doubt appeared, was alleviated, or cleared.
Debt profiles
ToolDescription
GetDebtProfileReturns the company's issuer-reported debt-total history and a current-state summary of each identified note, loan, and revolving credit facility.

| GetDebtInstrument | Returns one durable instrument from the profile, including its current reported balance

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