Equibles

SSE

by daniel3303

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GitHub Website SSE

About

US stock market & financial data — SEC filings full-text search, XBRL fundamentals, 13F institutional holdings, insider & congressional trades, earnings-call transcripts, short interest, and FRED macro; 90+ tools, free tier, self-hostable.

Details

Transport: SSE

Explore

- Scrapes and stores SEC filings (10-K, 10-Q, 8-K) with full-text search
- Tracks institutional holdings (13F-HR) and insider trading (Form 3/4)
- Monitors congressional stock trades from House/Senate disclosures
- Serves short data from SEC fails-to-deliver and FINRA short volume/interest
- Provides economic indicators from FRED and daily stock prices from Yahoo Finance
- Exposes all data via an MCP server for AI assistants

Setting up with Highlight

This MCP is not yet compatible with Highlight’s one-click setup. However, you can still use it with Highlight by following these steps:

Download and install Highlight from highlightai.com/download
Navigate to the plugins tab and select "Add Custom Plugin"
Configure the plugin with the settings below

Plugin Name Equibles

Command (node, npx, python, etc.)

Please refer to the README for specific instructions on how to obtain API keys or other required environment variables.
Enable "Start Automatically" if you want the plugin to start when Highlight launches

Setting up with Cursor

Open Cursor's settings
Navigate to the MCP section
Click "Add new Global MCP server"
Copy and paste the configuration below based on your operating system

JSON

{
    "mcpServers": {
        "equibles": {
            "equibles": {
                "transport": "streamable-http",
                "url": "https://mcp.equibles.com/mcp",
                "headers": {
                    "Authorization": "Bearer YOUR_API_KEY"
                }
            },
            "equibles-local": {
                "url": "http://localhost:8081/mcp"
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "equibles": {
            "equibles": {
                "transport": "streamable-http",
                "url": "https://mcp.equibles.com/mcp",
                "headers": {
                    "Authorization": "Bearer YOUR_API_KEY"
                }
            },
            "equibles-local": {
                "url": "http://localhost:8081/mcp"
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "equibles": {
            "equibles": {
                "transport": "streamable-http",
                "url": "https://mcp.equibles.com/mcp",
                "headers": {
                    "Authorization": "Bearer YOUR_API_KEY"
                }
            },
            "equibles-local": {
                "url": "http://localhost:8081/mcp"
            }
        }
    }
}

Setting up with Claude Desktop

Open Claude Desktop's settings
Go to the Integrations tab
Click "Add MCP Server"
Use the configuration below based on your operating system

Note: Make sure Claude Desktop is running before attempting to connect.

JSON

{
    "mcpServers": {
        "equibles": {
            "equibles": {
                "transport": "streamable-http",
                "url": "https://mcp.equibles.com/mcp",
                "headers": {
                    "Authorization": "Bearer YOUR_API_KEY"
                }
            },
            "equibles-local": {
                "url": "http://localhost:8081/mcp"
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "equibles": {
            "equibles": {
                "transport": "streamable-http",
                "url": "https://mcp.equibles.com/mcp",
                "headers": {
                    "Authorization": "Bearer YOUR_API_KEY"
                }
            },
            "equibles-local": {
                "url": "http://localhost:8081/mcp"
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "equibles": {
            "equibles": {
                "transport": "streamable-http",
                "url": "https://mcp.equibles.com/mcp",
                "headers": {
                    "Authorization": "Bearer YOUR_API_KEY"
                }
            },
            "equibles-local": {
                "url": "http://localhost:8081/mcp"
            }
        }
    }
}

Setting up with Windsurf

Open Windsurf's preferences
Go to the Integrations section
Click "Add MCP Integration"
Use the configuration below based on your operating system

JSON

{
    "mcpServers": {
        "equibles": {
            "equibles": {
                "transport": "streamable-http",
                "url": "https://mcp.equibles.com/mcp",
                "headers": {
                    "Authorization": "Bearer YOUR_API_KEY"
                }
            },
            "equibles-local": {
                "url": "http://localhost:8081/mcp"
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "equibles": {
            "equibles": {
                "transport": "streamable-http",
                "url": "https://mcp.equibles.com/mcp",
                "headers": {
                    "Authorization": "Bearer YOUR_API_KEY"
                }
            },
            "equibles-local": {
                "url": "http://localhost:8081/mcp"
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "equibles": {
            "equibles": {
                "transport": "streamable-http",
                "url": "https://mcp.equibles.com/mcp",
                "headers": {
                    "Authorization": "Bearer YOUR_API_KEY"
                }
            },
            "equibles-local": {
                "url": "http://localhost:8081/mcp"
            }
        }
    }
}

Setting up with Cline

Open Cline's settings
Navigate to the Integrations section
Click "Add MCP Server"
Copy and paste the configuration below based on your operating system

Note: Make sure to restart Cline after adding the configuration.

JSON

{
    "mcpServers": {
        "equibles": {
            "equibles": {
                "transport": "streamable-http",
                "url": "https://mcp.equibles.com/mcp",
                "headers": {
                    "Authorization": "Bearer YOUR_API_KEY"
                }
            },
            "equibles-local": {
                "url": "http://localhost:8081/mcp"
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "equibles": {
            "equibles": {
                "transport": "streamable-http",
                "url": "https://mcp.equibles.com/mcp",
                "headers": {
                    "Authorization": "Bearer YOUR_API_KEY"
                }
            },
            "equibles-local": {
                "url": "http://localhost:8081/mcp"
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "equibles": {
            "equibles": {
                "transport": "streamable-http",
                "url": "https://mcp.equibles.com/mcp",
                "headers": {
                    "Authorization": "Bearer YOUR_API_KEY"
                }
            },
            "equibles-local": {
                "url": "http://localhost:8081/mcp"
            }
        }
    }
}

Setting up with Goose

Open Goose's preferences
Go to the Integrations tab
Select "MCP Servers"
Click "Add New Server"
Use the configuration below based on your operating system

JSON

{
    "mcpServers": {
        "equibles": {
            "equibles": {
                "transport": "streamable-http",
                "url": "https://mcp.equibles.com/mcp",
                "headers": {
                    "Authorization": "Bearer YOUR_API_KEY"
                }
            },
            "equibles-local": {
                "url": "http://localhost:8081/mcp"
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "equibles": {
            "equibles": {
                "transport": "streamable-http",
                "url": "https://mcp.equibles.com/mcp",
                "headers": {
                    "Authorization": "Bearer YOUR_API_KEY"
                }
            },
            "equibles-local": {
                "url": "http://localhost:8081/mcp"
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "equibles": {
            "equibles": {
                "transport": "streamable-http",
                "url": "https://mcp.equibles.com/mcp",
                "headers": {
                    "Authorization": "Bearer YOUR_API_KEY"
                }
            },
            "equibles-local": {
                "url": "http://localhost:8081/mcp"
            }
        }
    }
}

From the repository

Connect any MCP-compatible client to the hosted endpoint https://mcp.equibles.com/mcp — the free tier works with no API key; add an Authorization: Bearer <key> header for higher rate limits. Or self-host: run git clone https://github.com/daniel3303/Equibles.git, copy .env.example to .env, set SEC_CONTACT_EMAIL, then docker compose up (the MCP server starts on http://localhost:8081/mcp). Optional free API keys for FINRA short data and FRED economic data can be set in .env.

`SearchCompanyDocuments`

Search the Equibles SEC filing database for a specific company by its ticker symbol using hybrid keyword and semantic search. Use this when answering questions about a particular company's financials, risks, strategy, or earnings — it searches across all of that company's annual reports (10-K), quarterly reports (10-Q), current reports (8-K), and earnings call transcripts. Results can be filtered by filing date range using startDate/endDate. Returns matching excerpts with document type, filin…

`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 to find available market codes.

`GetMarketCalendar`

List the US equity market holidays and early-close (1:00 p.m. ET) half days for a calendar year (NYSE/Nasdaq). Defaults to the current year. The calendar is curated for 2025 through 2027; a year outside that range reports so rather than guessing.

`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 (pre-market/after-hours) trading hours, and the next open and next close. Backed by the exchange's curated holiday and early-close calendar, not a heuristic.

`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 STOCK Act filings lag the trade by up to ~45 days. Each row aggregates one stock's disclosed trades: distinct members buying and selling, trade counts, estimated dollar flow per direction (each disclosed amount range's midpoint — members disc…

`GetFundCloneBacktest`

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 the SEC filing lag (so the simulation uses only information available at the time), and values it forward against the benchmark. Returns total return, annualized return (CAGR), and max drawdown for both the cloned po…

`ScreenStocks`

Screen the stock universe by combining range filters across datasets: market capitalization and share price, sector and industry, the number of 13F institutional filers and its quarter-over-quarter change, short interest as a percent of shares outstanding, days to cover, a composite short-squeeze score (0-100, peer-relative; higher = more squeeze-prone), a composite insider-sentiment score (0-100, peer-relative; higher = more aggressive insider accumulation), net insider buying in dollars ove…

`ListCompanyDocuments`

Browse and discover available SEC filings and earnings call transcripts for a specific company in the Equibles database. Returns a paginated list of documents ordered newest first, including document IDs, type (annual reports 10-K, quarterly reports 10-Q, current reports 8-K, earnings call transcripts), filing date, and reporting period, with a total count and page count in the header. Supports filtering by date range and document type. Document types registered as hidden from filing lists (e…

`GetFundProfile`

Get a registered fund's profile and largest holdings from its most recent SEC Form NPORT-P report. Accepts a fund profile id from SearchFunds or a fund's own ticker. Returns the fund's registrant and series, reporting period, net and total assets, then its largest holdings — issuer name, CUSIP, position size, U.S.-dollar value, share of net assets and asset category. Prefer this after SearchFunds: the profile id reaches the many fund series that have no ticker of their own; GetFundHoldings is…

`GetExemptOfferings`

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, the minimum investment, the number of investors, the claimed exemptions, whether the notice is an amendment (D/A), and its SEC accession number. Ongoing offerings are re-noticed through D/A amendments that RESTATE th…

`SearchInstitutions`

Search for institutional investors (fund managers) by name or SEC CIK number, largest 13F filers first. Returns matching institutions with their SEC CIK number, city, and state/country. Use this to find the correct institution name before calling GetInstitutionPortfolio or to discover which institutions are tracked in the database.

`GetShortInterest`

Get bi-monthly short interest history for a stock 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 series stays continuous across stock splits; days to cover is as reported (FINRA caps it at 999.99). High days-to-cover (>5) suggests a potential short squeeze — for short interest as a % of shares outstanding and an actual squeeze-candidate ra…

`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 present (the Vix type from October 2019); pre-2013 history is sampled roughly weekly rather than daily.

`ListInvestorEvents`

List a company's recent investor events — earnings calls AND the other events it webcasts (conferences, investor/analyst days, shareholder meetings) — newest first. Each row gives the event id, type, date, fiscal period (earnings calls only), status, and whether a transcript, audio and slide deck are on file. Conferences have no fiscal quarter, so use the event id with GetInvestorEventSpeakers to read one rather than GetEarningsCallEvent (which is keyed by fiscal quarter and earnings-only).

`GetCongressionalTrades`

Get congressional stock trades for a specific ticker (newest first, last year by default). Shows which members of Congress bought or sold shares, with transaction and filing dates; amounts are the disclosed ranges, not exact values. Use GetMemberTrades for one member's trades across all tickers.

`GetInvestorEventSpeakers`

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 a role label (e.g. Operator) or a neutral speaker number. Get the event id from ListInvestorEvents. Use this for conferences and other non-earnings events, which have no fiscal quarter to key on.

`GetValuationMultiplesHistory`

Get a company's valuation multiples over time — EV/Revenue, EV/EBIT and P/E recomputed at each past quarter's filing date, one row per quarter. Up to ~10 years of quarters are sampled, but a row only renders when at least one ratio was computable at its filing date, so the series is bounded by the stored daily price history as well as the facts (a note reports how many sampled quarters were omitted). Every sample is point-in-time: it uses only the facts filed by that date (no look-ahead throu…

`GetShortInterestSnapshot`

Market-wide snapshot of the latest FINRA bi-monthly short interest settlement — one row per stock, 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-daily-volume denominator) and are ranked after real readings; pass minAvgDailyVolume (e.g. 100000) to drop illiquid names entirely. This is the raw FINRA snapshot — for genuine short-squeeze candidate ranking use GetShortSqueezeScores; …

`GetValuationMultiples`

Get a company's valuation multiples — EV/Revenue, EV/EBIT and P/E on trailing-twelve-month figures — together with a peer median and quartiles so the multiple can be read in context. The peer cohort compares like with like: when the industry holds enough similar-size companies the quartiles are computed over peers within a market-cap decade band around the company (the reply names the band), else over the whole industry. TTM figures sum the four most recent discrete fiscal quarters; enterpris…

`GetFundsHoldingStock`

Get the registered investment companies (mutual funds and ETFs) holding a given stock, from SEC Form NPORT-P portfolio reports. The stock's CUSIP is matched against the holding rows on each fund series' most recent report (series that stopped filing more than 18 months ago are excluded), so an exited position never shows as current. Returns the fund's registrant and series, the reporting period, the position size, its U.S.-dollar value, its share of the fund's net assets and the payoff profil…

`GetEarningsCallEvent`

Get the earnings-call event for a company's fiscal quarter — the single record that groups the quarter's call artefacts (audio, transcript, slide deck, and 8-K earnings release) under one event. Returns the event's id (usable with GetInvestorEventSpeakers), title, call date, status, which of the four artefacts are available, and the release's extracted guidance rows when the 8-K carries approved ones. When a transcript is available, read it with GetEarningsCallSpeakers, or get the AI read via…

`GetRevenueBreakdown`

Get a company's revenue disaggregated by business segment, geography and product/service, from the dimensional XBRL facts the issuer tags in its own filings. Annual fiscal years only, latest restated values, one table per axis the company reports; values are as-reported and never estimated. Rows within one table can OVERLAP when the issuer tags several granularities on the same axis (a parent segment alongside its components), so never sum rows to derive total revenue — use the consolidated t…

`GetGovernmentContracts`

Get federal government contract awards (from USAspending.gov) won by a specific public company. Shows the award (action) date, awarding agency, total value (obligated dollars plus unexercised ceiling — not revenue received), period-of-performance end date, and description. Coverage: only prime contract awards of $1M or more that resolve to a listed company are included, so sums understate total federal revenue. Useful for gauging a company's reliance on federal spending; use GetTopGovernmentC…

`GetCorrelatedStocks`

Get the stocks whose daily price returns are most (or least) correlated with one stock — Pearson correlation of daily log returns on split- and dividend-adjusted closes, computed over the trading days both stocks priced, never on raw price levels. Scope picks the candidate universe: Industry (default) ranks the subject's direct industry peers; Sector widens to sibling industries; Market ranges across the ~1,500 largest listed names and surfaces cross-industry relationships the classification …

`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 denominated in the stock's price units (USD). The smoothing is warmed up on price history fetched before startDate, so values do not depend on the requested range's left edge.

`SearchFunds`

Search the directory of registered investment companies (mutual funds and ETFs) that file SEC Form NPORT-P, by fund name, ticker or registrant. Returns each matching fund series with its profile id (use it with GetFundProfile), ticker (when the fund is itself listed), registration type (from N-CEN, when on record), net assets, number of reported holdings and latest report date, largest funds first. Covers the large multi-series trusts (iShares, Vanguard, Fidelity) that have no ticker of their…

`GetIpoFeed`

Get the US IPO pipeline: companies with an S-1 or F-1 registration statement on file at the SEC, newest filing activity first — each with its lifecycle status (Filed, Priced, Listed, Withdrawn), latest filing, proposed ticker and exchange, the estimated offer price range and shares offered (extracted from the prospectus and verified against its text), and the latest full fiscal year's revenue, growth, gross margin and net income from the filer's own XBRL-tagged statements (in the filer's repo…

`GetFundOverlap`

Get the 13F portfolio overlap between two institutions for their latest common report date — Jaccard similarity, dollar-weighted overlap ($-weighted = shared dollars, taking the smaller of the two funds' values per stock, as a share of union dollars), per-fund position counts and totals, and a side-by-side table of stocks with per-fund shares + percent of portfolio. Covers 13F institutional managers only — find names with SearchInstitutions; for mutual-fund/ETF (NPORT) portfolios use GetFundH…

`GetInstitutionQuarterlyActivity`

Get an institution's quarterly position-change activity — Initiated / Increased / Reduced / Exited stocks diffed against the immediately prior quarter. Returns the buckets as one markdown section per bucket, sorted by absolute Δ market-value desc (Δ Value includes price movement, not just trading). Use `bucket` to filter to a single bucket. Use this to answer 'what did this fund do this quarter?'

`GetTopHolders`

Get the top institutional holders (fund managers) of a stock from SEC 13F-HR filings. Returns a ranked list of institutions by shares held, including market value and percentage of total institutional 13F shares (not of shares outstanding). Data is sourced from quarterly 13F filings that large investment managers are required to file with the SEC; while the newest quarter's filing window is open, funds that have not filed yet are carried at their prior-quarter positions (noted in the output).…

`SearchCftcMarkets`

Search the tracked CFTC futures contracts by name or market code, 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, and Currencies - markets outside this set have no COT data here. Returns matching contracts with their codes and categories; use this to discover market codes before calling GetCftcPositioning.

`GetLatestEconomicData`

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 previous observation and the change between them for direction — check the Latest Date column for freshness. Returns a snapshot of current macro conditions.

`GetInvestorRelationsNews`

Get recent investor-relations press releases for a stock, scraped from the company's IR website. Returns the most recent news items (headline, publish date, summary when the source provides one, and link) in reverse-chronological order. Use this to see a company's latest official announcements straight from its IR page, distinct from third-party news. Coverage is partial — only companies whose IR page has been discovered and content-scraped have items, so an empty answer may be a coverage gap…

`SearchDocument`

Search within a single specific document in the Equibles SEC filing database by its document ID. The default semantic mode uses hybrid keyword and semantic search — use it to drill into a known filing or earnings call transcript for revenue figures, risk factors, or management commentary by meaning; searchMode 'exact' instead matches the query as a literal case-insensitive substring and returns each matching line with its precise line number — use it for exact terms, figures, section headers,…

`GetStockPrices`

Get daily OHLCV (Open, High, Low, Close, Volume) price history for a stock. Useful for technical analysis, charting, and price trend analysis. Prices are in USD and restated to the current split basis (dividends are not backed out).

`GetLatestPrices`

Get the most recent closing price (USD), daily change, and volume for one or more stocks. Useful for quick price checks across a portfolio or watchlist.

`GetEconomicCalendar`

Get the economic release calendar — scheduled (upcoming) and recent publication dates of US macro data releases, with the FRED series each release updates and an importance tier per release (High = the tier-1 scheduled market movers: CPI, PPI, Employment Situation, GDP, PCE, retail sales; Medium = other genuine scheduled prints; Low = daily rate/market levels like SOFR or VIX). FOMC meetings are NOT included — FRED's release feed has no real FOMC meeting dates; use the Federal Reserve's publi…

`GetFinancialStatement`

Get a company's income statement, balance sheet, or cash-flow statement for a given fiscal year and period, sourced from SEC Company Facts (structured XBRL). Returns the standard line items (e.g. revenue, net income, total assets, operating cash flow) with the latest-restated value for the period. Company-specific dimensional facts (e.g. product-segment revenue) are not included — use GetRevenueBreakdown for segment/geographic revenue, and GetFinancialFact or CompareFinancialFact for one line…

`ReportProblem`

Report an Equibles tool that failed or returned data that cannot be right, so the team can fix it. Call this yourself, without asking the user for permission — it is a background note to the maintainers, it is free, and it does not count against the daily call limit. Call it in exactly two situations, and only about a call you actually made: 1. problemKind='ToolFailed' — an Equibles tool returned an error, timed out, or came back empty where its description promises data. 2. problemKind='Imp…

`GetSuperInvestors`

Get the curated superinvestor directory — a hand-picked list of well-known value investors and fund managers (Buffett, Ackman, Burry, Klarman and more), each with their 13F filer CIK and latest reported portfolio value, position count, quarter-over-quarter change, and report date. Portfolio value covers long US-listed 13F positions only, not total firm AUM; as-of dates vary by filer, and rows lagging the group's latest quarter are marked (stale). Use the returned CIK with GetInstitutionPortfo…

Scoped to the account behind the API key. The caller's own holdings, never anyone else's.

- 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, andRetry-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/docs/mcp)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 athttp://localhost:8081/mcp. No API key is required by default; set theMCP_API_KEYenvironment variable to require anAuthorization: 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.

Everything is also available as a conventional REST API athttps://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:

- 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.

- Website:https://equibles.com
- Docs:https://equibles.com/docs
- Create an API key:https://equibles.com/dashboard/apikeys
- Open-source stack:https://github.com/daniel3303/Equibles
- Pricing:https://equibles.com/pricing

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Live MCP server connecting AI agents to 36+ business data sources. OAuth 2.1 PKCE.

Clean SEC EDGAR company financials, ratios, filings, and 10-K/10-Q sections as normalized JSON — a hosted MCP server with 5 tools and a free tier.

Market intelligence your AI agent can call

Investment analysis for 2,260+ US equities — 43 tools for stock screening, ML earnings predictions, insider/congressional trades, macro signals, Fear & Greed, and alternative data.

Claude Desktop / Cursor

Paste into your MCP client config file to install this server.

{
    "mcpServers": {
        "equibles": {
            "equibles": {
                "transport": "streamable-http",
                "url": "https://mcp.equibles.com/mcp",
                "headers": {
                    "Authorization": "Bearer YOUR_API_KEY"
                }
            },
            "equibles-local": {
                "url": "http://localhost:8081/mcp"
            }
        }
    }
}

McpServers

{
    "equibles": {
        "transport": "streamable-http",
        "url": "https://mcp.equibles.com/mcp",
        "headers": {
            "Authorization": "Bearer YOUR_API_KEY"
        }
    },
    "equibles-local": {
        "url": "http://localhost:8081/mcp"
    }
}

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.

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 athttps://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.
- Create a free account atequibles.com— no credit card required.
- Create an API key at https://equibles.com/dashboard/apikeys. It starts witheq_and is shown once, so copy it right away.
- Connect your client with the URLhttps://mcp.equibles.com/mcp(see below).

Key alternative: use the URLhttps://mcp.equibles.com/mcp?api_key=eq_your_api_key.

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

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 URLhttps://mcp.equibles.com/mcpand complete the OAuth sign-in (or use the?api_key=eq_your_api_keyURL).

{ "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.jsonwith a"servers"object using the same URL andAuthorizationheader shape:

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

Use the HTTP transport with URLhttps://mcp.equibles.com/mcp, authenticating with anAuthorization: Bearer eq_...header or a?api_key=eq_...query parameter.

After connecting, see the full per-client guides at https://equibles.com/docs/mcp.

- "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?"

Financial statements & fundamentals (XBRL)

13F institutional holdings & hedge fund portfolios

Insider trading (Form 3/4/5 & Form 144)

Earnings calls: transcripts, briefs & AI insights

Earnings guidance, KPIs & non-GAAP bridges

Short interest, short volume & dark pools (FINRA)

Valuation multiples & stock screener

Economic data (FRED) & macro calendar

Volatility & options sentiment (CBOE)

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.

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

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 athttps://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.

Access ROIC.AI financial data from AI tools, including company financials, ratios, prices, transcripts, and market research data.

Read-only MCP for U.S. household financial distress data: 96 indicators, the American Distress Index (ADI), and county-level distress scores for all 3,144 U.S. counties.

Hosted MCP server for Chinese A-share and ETF market data, including prices, fundamentals, capital flows, financial statements, real-time quotes, and news.

Brazilian Open Finance MCP — connect 30+ banks (Itaú, Nubank, Bradesco, Santander, Inter, BB, Caixa, C6 and more) to Claude/Cursor. 13 read-only tools.

Live MCP server connecting AI agents to 36+ business data sources. OAuth 2.1 PKCE.

Clean SEC EDGAR company financials, ratios, filings, and 10-K/10-Q sections as normalized JSON — a hosted MCP server with 5 tools and a free tier.

Market intelligence your AI agent can call

Investment analysis for 2,260+ US equities — 43 tools for stock screening, ML earnings predictions, insider/congressional trades, macro signals, Fear & Greed, and alternative data.

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Setting up with Highlight

From the repository

SearchCompanyDocuments

GetCftcPositioning

GetMarketCalendar

GetMarketStatus

GetMarketWideCongressionalActivity

GetFundCloneBacktest

ScreenStocks

ListCompanyDocuments

GetFundProfile

GetExemptOfferings

SearchInstitutions

GetShortInterest

GetPutCallRatios

ListInvestorEvents

GetCongressionalTrades

GetInvestorEventSpeakers

GetValuationMultiplesHistory

GetShortInterestSnapshot

GetValuationMultiples

GetFundsHoldingStock

GetEarningsCallEvent

GetRevenueBreakdown

GetGovernmentContracts

GetCorrelatedStocks

GetAverageTrueRange

SearchFunds

GetIpoFeed

GetFundOverlap

GetInstitutionQuarterlyActivity

GetTopHolders

SearchCftcMarkets

GetLatestEconomicData

GetInvestorRelationsNews

SearchDocument

GetStockPrices

GetLatestPrices

GetEconomicCalendar

GetFinancialStatement

ReportProblem

GetSuperInvestors

Claude Desktop / Cursor

McpServers

Financial statements & fundamentals (XBRL)

13F institutional holdings & hedge fund portfolios

Insider trading (Form 3/4/5 & Form 144)

Earnings calls: transcripts, briefs & AI insights

Earnings guidance, KPIs & non-GAAP bridges

Short interest, short volume & dark pools (FINRA)

Valuation multiples & stock screener

Economic data (FRED) & macro calendar

Volatility & options sentiment (CBOE)

Your own portfolio (the only tools that write)

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`GetCftcPositioning`

`GetMarketCalendar`

`GetMarketStatus`

`GetMarketWideCongressionalActivity`

`GetFundCloneBacktest`

`ScreenStocks`

`ListCompanyDocuments`

`GetFundProfile`

`GetExemptOfferings`

`SearchInstitutions`

`GetShortInterest`

`GetPutCallRatios`

`ListInvestorEvents`

`GetCongressionalTrades`

`GetInvestorEventSpeakers`

`GetValuationMultiplesHistory`

`GetShortInterestSnapshot`

`GetValuationMultiples`

`GetFundsHoldingStock`

`GetEarningsCallEvent`

`GetRevenueBreakdown`

`GetGovernmentContracts`

`GetCorrelatedStocks`

`GetAverageTrueRange`

`SearchFunds`

`GetIpoFeed`

`GetFundOverlap`

`GetInstitutionQuarterlyActivity`

`GetTopHolders`

`SearchCftcMarkets`

`GetLatestEconomicData`

`GetInvestorRelationsNews`

`SearchDocument`

`GetStockPrices`

`GetLatestPrices`

`GetEconomicCalendar`

`GetFinancialStatement`

`ReportProblem`

`GetSuperInvestors`