Equity Intel Mcp
About
Stock intelligence for any LLM: SEC insider trades, superinvestor holdings (Dataroma), analyst consensus, valuation, options, and a composite ticker analysis. Runs on free/public data with graceful no-data handling (never fabricates a number).
Explore
- Institutional‑grade equity analysis for any LLM
- Blends multiple signals into a confidence‑weighted verdict
- Uses free public data (SEC EDGAR, Yahoo Finance, Dataroma)
- Graceful degradation: never fabricates a signal it lacks
- Uniform signal contract across all sources
- Resilient with per‑source TTL caching
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
Equity Intel McpCommand (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
From the repository
git clone https://github.com/cstamigo-droid/equity-intel-mcp equity-intel-mcp
cd equity-intel-mcp
python -m venv .venv && .venv\Scripts\activate # Windows
pip install -r requirements.txt
copy .env.example .env # then edit .env (set EDGAR_IDENTITY)
python -m equity_intel_mcp # starts the MCP server over stdio
Smoke test (hits the live sources and prints each signal):
python tests/test_smoke.py AAPL
```ini
equity_analyze_ticker
**Hero tool.** Runs every source in parallel and returns one scored verdict (BUY → AVOID) with a per-source breakdown.
equity_insider_activity
Net insider buying vs. selling from SEC **Form 4** filings (180-day window), weighted by USD value.
equity_superinvestors
Which of ~80 tracked value investors hold the stock, plus recent net buying/selling.
equity_get_quote
Live price snapshot + position in the 52-week range.
equity_analyst_consensus
Wall Street buy/hold/sell consensus — scored from distribution of strong-buy to strong-sell ratings.
equity_options_signal
1-month implied move (straddle/spot) + put/call OI skew. Primary use: risk-sizing.
equity_valuation
Fair-value estimate (forward EPS × sector P/E) + financial-health score (debt, liquidity, margins).
| Tool | What it does | Source | Status |
|------|--------------|--------|:------:|
| equity_analyze_ticker | Hero tool. Runs every source in parallel and returns one scored verdict (BUY → AVOID) with a per-source breakdown. | composite | ✅ |
| equity_insider_activity | Net insider buying vs. selling from SEC Form 4 filings (180-day window), weighted by USD value. | SEC EDGAR | ✅ |
| equity_superinvestors | Which of ~80 tracked value investors hold the stock, plus recent net buying/selling. | Dataroma | ✅ |
| equity_get_quote | Live price snapshot + position in the 52-week range. | Yahoo Finance | ✅ |
| equity_analyst_consensus | Wall Street buy/hold/sell consensus — scored from distribution of strong-buy to strong-sell ratings. | Finnhub | ✅ |
| equity_options_signal | 1-month implied move (straddle/spot) + put/call OI skew. Primary use: risk-sizing. | Yahoo Finance | ✅ |
| equity_valuation | Fair-value estimate (forward EPS × sector P/E) + financial-health score (debt, liquidity, margins). | Yahoo Finance | ✅ |
Every tool returns Markdown (human-readable, default) or JSON
(response_format="json") for programmatic use.
---
Claude Desktop / Cursor
Paste into your MCP client config file to install this server.
{
"mcpServers": {
"equity intel mcp": {
"equity-intel": {
"command": "python",
"args": [
"-m",
"equity_intel_mcp"
],
"cwd": "C:/path/to/equity-intel-mcp",
"env": {
"EDGAR_IDENTITY": "Your Name [email protected]"
}
}
}
}
}McpServers
{
"equity-intel": {
"command": "python",
"args": [
"-m",
"equity_intel_mcp"
],
"cwd": "C:/path/to/equity-intel-mcp",
"env": {
"EDGAR_IDENTITY": "Your Name [email protected]"
}
}
}
Institutional-grade equity analysis for any LLM, over the Model Context Protocol.
Most "stock" integrations just echo a price. This one gives an AI agent the
signals professionals actually look at — insider buying from SEC filings,
what renowned value investors are holding, analyst consensus, options-implied
moves, and valuation — and blends them into a single, confidence-weighted verdict.
It runs entirely on free / public data (Yahoo Finance, SEC EDGAR, Dataroma),
fails gracefully when a source is missing, and never fabricates a signal it
doesn't have.
```
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