Equibles

by daniel3303

339 downloads

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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

Author: daniel3303
Downloads: 339
Categories: Finance, Other, API

- 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.

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"
    }
}

Equibles — Stock Market & Financial Data MCP Server

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.

- 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/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

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

Hosted MCP server for AI-enriched financial news — full-text and ticker-scoped news search, trending stories, and SEC Form 4 insider activity, each story scored 1–10 for relevance (OAuth 2.1, free tier 100 calls/hour).

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.

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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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Equibles

About

Details

Jump to

Setting up with Highlight

Setting up with Cursor

JSON

JSON

JSON

Setting up with Claude Desktop

JSON

JSON

JSON

Setting up with Windsurf

JSON

JSON

JSON

Setting up with Cline

JSON

JSON

JSON

Setting up with Goose

JSON

JSON

JSON

From the repository

Claude Desktop / Cursor

McpServers

Equibles — Stock Market & Financial Data MCP Server

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)

Install

About

Details

Jump to

Setting up with Highlight

From the repository

Claude Desktop / Cursor

McpServers

Equibles — Stock Market & Financial Data MCP Server

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)

Install

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