Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
คำอธิบายจากผู้ทำ (ภาษาอังกฤษตามต้นฉบับ)
SEC filings, company financials, holdings, earnings calls, stock prices, options and macro data.
สามเรื่องนี้ไม่รวมเป็นคะแนนเดียว เพราะความเห็น การวัด และความนิยม เป็นคนละเรื่องกัน
ตัวนี้ยังไม่ได้เรียบเรียงเป็นภาษาไทย ด้านล่างคือข้อเท็จจริงที่เราอ่านจาก registry
เลือกโปรแกรม AI ที่คุณใช้ แล้วคัดลอกค่าตั้งไปวาง
Authorizationค่าที่ติดป้ายความลับคือกุญแจของบัญชีคุณ อย่าส่งให้ใคร และอย่าวางในแชต
ต้องเตรียมก่อน
คุณใช้แอปไหน
เลือกแอปด้านบน เราจำไว้ให้ ครั้งหน้าปุ่มจะขึ้นว่า “ติดตั้งลง …”
ที่อยู่นี้ต้องใส่ key ใน header ของคำขอ ซึ่งเมนูเพิ่ม connector ใส่ให้ไม่ได้ ใช้ Claude Code, Cursor หรือ VS Code แทน
พิมพ์คำสั่งนี้ใน Terminal
claude mcp add --transport http equibles https://mcp.equibles.com/mcp --header 'Authorization: Bearer {api_key}'เติมค่าที่เว้นว่างไว้ก่อนรัน
วางในไฟล์ .cursor/mcp.json ของโปรเจกต์ หรือ ~/.cursor/mcp.json
{
"mcpServers": {
"equibles": {
"url": "https://mcp.equibles.com/mcp",
"headers": {
"Authorization": "Bearer {api_key}"
}
}
}
}เบราว์เซอร์จะถามก่อนเปิดแอป จากนั้นแอปแสดงค่าตั้งให้ตรวจแล้วกดยืนยัน ช่อง key เว้นว่างไว้ให้คุณใส่เอง
วางในไฟล์ .vscode/mcp.json ของโปรเจกต์
{
"servers": {
"equibles": {
"type": "http",
"url": "https://mcp.equibles.com/mcp",
"headers": {
"Authorization": "Bearer {api_key}"
}
}
}
}เบราว์เซอร์จะถามก่อนเปิดแอป จากนั้นแอปแสดงค่าตั้งให้ตรวจแล้วกดยืนยัน ช่อง key เว้นว่างไว้ให้คุณใส่เอง
ที่อยู่นี้ต้องใส่ key ใน header ของคำขอ ซึ่งเมนูเพิ่ม connector ใส่ให้ไม่ได้ ใช้ Claude Code, Cursor หรือ VS Code แทน
ตัวเลือกเก็บในคุกกี้บนเครื่องนี้ ไม่ต้องมีบัญชี
Authorization ความลับ HTTP headerค่าตั้งนี้สร้างจากข้อมูลใน registry ของผู้ทำ ถ้าไม่ตรงกับ README ให้เชื่อ README
ชื่อและคำอธิบายเครื่องมือตามที่ server ตอบมาเมื่อ 8 พ.ย. 2569 ผู้ทำเป็นคนเขียน ไม่ใช่เรา แสดงเป็นข้อความล้วน
GetLatestClosingPricesGet 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
GetCftcPositioningGet 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
AddPortfolioLotRecord 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
GetMarketStatusGet 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
GetMarketWideCongressionalActivityGet 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
GetEuropeanDirectorTransactionsGet 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
GetTranscriptPhraseTrendCount 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
GetWebDataFeedGet 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
ScreenStocksScreen 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
GetHolderTargetsShareholder 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
GetFundProfileGet 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
GetInvestorEventTranscriptGet 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
GetInstitutionConsensusHoldingsCombine 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
SearchListingsFind 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
GetEuropeanShortPositionsGet 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
SearchInstitutionsSearch 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
GetShortInterestGet 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
GetPutCallRatiosGet 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
ListInvestorEventsList 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,
GetOptionTermStructureCompare 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
GetCongressionalTradesGet 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
GetInstitutionCloneBacktestBacktest 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
CompareInstitutionPortfoliosCompare 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
GetValuationMultiplesHistoryGet 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
GetUpcomingInvestorEventsGet 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
GetDividendHistoryGet 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
UpdatePortfolioLotCorrect 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
GetShortInterestSnapshotMarket-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
GetOptionChainSummaryGet 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
GetValuationMultiplesGet 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
GetFormDOfferingsGet 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,
GetFundsHoldingStockGet 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
GetHolderMixWho 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
GetEarningsCallEventGet 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
GetIndexChangesGet 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
GetEtfProfileGet 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
GetRevenueBreakdownGet 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
GetHolderTypeFlowsMarket-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
GetGovernmentContractsGet 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
GetCorrelatedStocksGet 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
GetAverageTrueRangeAverage 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
GetOwnershipSummaryGet 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
GetMyPortfolioGet 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
CreateMyPortfolioCreate 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
SearchFundsSearch 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
SuggestToolImprovementSuggest 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
GetEtfHoldingsGet 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
GetEarningsCallTranscriptGet 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
GetIpoFeedGet 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
GetShareholderVoteResultsGet 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
GetIndexForecastApply 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.
GetLatestEconomicIndicatorsGet 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
GetInstitutionQuarterlyActivityGet 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
GetTopHoldersGet 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
ClosePortfolioLotRecord 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
GetEarningsCallToneAndThemesGet 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
GetOptionChainSessionGet 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
SearchCftcMarketsSearch 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,
GetEarningsCallThemeHistoryTrack 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
GetIndexCompositionGet 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
เราตรวจจากข้อมูลที่ใครก็เปิดดูได้ ยังไม่ได้อ่านโค้ด ข้อที่ไม่เกี่ยวกับตัวนี้ไม่นับในตัวหาร · ตรวจเมื่อ 8 พ.ย. 2569
ชื่อใน registry ยืนยันด้วยบัญชี GitHub daniel3303 ซึ่งเป็นเจ้าของ repo
ยังไม่ได้อ่านข้อมูล repo จาก GitHub
ยังไม่ได้อ่านข้อมูล repo จาก GitHub
ตอบกลับใน 851 ms (HTTP 200)
ไม่ต้องล็อกอิน
อ่านคำอธิบายเครื่องมือ 60 ตัวแล้ว ไม่พบคำสั่งแอบแฝงถึง AI
เทียบกับทุก server ที่ยังใช้งานในหมวดนี้ทั้งทะเบียน ดาวนับเฉพาะเมื่อผู้ลงทะเบียนเป็นเจ้าของ repo
จากการตรวจเบื้องต้นของเรา ผ่าน 3 จาก 3 ข้อที่ตรวจได้ เรายังไม่ได้อ่านโค้ด ก่อนใส่กุญแจหรือ token ให้ดูว่า server ขอสิทธิ์อะไร และเลือกกุญแจที่ทำได้เท่าที่จำเป็น
ต้องใส่ค่าเหล่านี้: Authorization
รันบนคลาวด์ของผู้ทำ ต่อผ่านอินเทอร์เน็ตได้เลย ไม่ต้องลงโปรแกรม แต่ข้อมูลที่ส่งให้จะผ่านเซิร์ฟเวอร์ของผู้ทำ
repo บน GitHub มีการแก้โค้ดล่าสุด – และส่งรุ่นล่าสุด (1.0.5) เข้า registry 30 วันที่ผ่านมา
โปรแกรมที่รองรับ MCP เช่น Claude Desktop, Claude Code, Cursor และ VS Code ตัวนี้ต่อผ่าน URL จึงใช้กับโปรแกรมที่รับ remote MCP ได้ เช่น ChatGPT ที่เปิดโหมดนักพัฒนา
ในหมวดเดียวกันมี Finance Toolkit, SolidInvoice, Korea Tax Calculator
server หมวดเดียวกันจากผู้ทำคนอื่น เรียงตามดาว
อ่านการ์ด:↓ ดาวน์โหลดต่อสัปดาห์i★ ดาว GitHubiสามเสา: รีวิว · ผลตรวจ · การใช้งานiอัปเดต = วันที่ส่งรุ่นล่าสุดเข้า registryi
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.
Korean tax calculation and tax-audit judgment MCP: 96 tools with statutory citations.
ส่วนนี้คัดจาก repo ของผู้ทำตามต้นฉบับ PopNx MCP ไม่ได้ตรวจหรือรับรองเนื้อหา ตัด HTML รูปภาพ และสคริปต์ออกแล้ว ลิงก์จะพาออกนอกเว็บ
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.
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.
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.
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.
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.
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.
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.
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
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.
130 tools, grouped by dataset. 120 read market data; the 10 marked ✏️ write to your own portfolios, watchlist or feedback.
| Tool | Description |
|---|---|
| SearchDocuments | Hybrid keyword and semantic search across the filing corpus. |
| SearchDocument | Runs search inside one document identified by the UUID returned from ListFilings. |
| ListFilings | Lists stored filings and transcripts newest first (by filing date, then EDGAR acceptance time) and paginated. |
| ReadDocumentLines | Reads a specific range of numbered lines from a document. |
| GetFormDOfferings | Lists a company's recent Regulation D private placements from its SEC Form D notices, newest first. |
| Tool | Description |
|---|---|
| GetFinancialFact | A 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. |
| CompareFinancialFact | Compares 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. |
| GetFinancialStatement | A full income statement, balance sheet, or cash-flow statement for one fiscal year and period, from SEC Company Facts (XBRL). |
| GetRevenueBreakdown | Revenue disaggregated by business segment, geography, and product/service, built from the dimensional XBRL facts the issuer tags in its own filings. |
| GetCompanyKpis | The company's own key performance indicators, extracted from its written Item-2.02 8-K earnings releases and 10-K/10-Q MD&A. |
| GetNonGaapBridge | The 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. |
| GetGuidance | Forward guidance ranges issued by management, extracted from Item-2.02 8-K earnings releases and earnings-call transcripts (some issuers, e.g. |
| GetValuationMultiples | Trailing-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. |
| GetValuationMultiplesHistory | EV/Revenue, EV/EBIT, EV/EBITDA and P/E recomputed at each past quarter's filing date, one row per quarter, up to ~10 years. |
| GetCustomerConcentration | A company's disclosed customer-concentration risk, statements like "one customer accounted for 26% of revenue." The tool serves both authoritative filing shapes directly. |
| GetGoingConcernStatus | Whether 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. |
| Tool | Description |
|---|---|
| GetDebtProfile | Returns 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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