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

Fundamentals & valuation

Debt profiles

Earnings calls & investor relations

Analyst estimates

Institutional holdings (13F)

ETFs

Funds & advisers

Insider trading

Congressional trading

Short selling

Capital, executives & screening

Prices & technicals

Options

Economic, futures & sentiment

IPOs

Stock indexes

Your portfolio

Trackers

Supply chains

Agent feedback

Pricing & rate limits

• 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, and Retry-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/pricing.

Self-host with Docker (open source)

The full stack is open source at https://github.com/daniel3303/Equibles.

git clone https://github.com/daniel3303/Equibles
cd Equibles
docker compose up

The MCP server comes up at http://localhost:8081/mcp. No API key is required by default; set the MCP_API_KEY environment variable to require an Authorization: Bearer <key> header. When self-hosting, the Bearer header is the only auth method (no query parameter, no OAuth).

The self-hosted server exposes the 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.

REST API

Everything is also available as a conventional REST API at https://api.equibles.com/v1, sharing the same API key and daily limit as the MCP server. Docs at https://equibles.com/docs.

Data sources & methodology

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.

Links

• 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