Equity Intel Mcp

by cstamigo-droid

355 downloads
Not rated
GitHub

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).

Details

Author
cstamigo-droid
Downloads
355
Categories
Other, Finance

- 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:

  1. Download and install Highlight from highlightai.com/download
  2. Navigate to the plugins tab and select "Add Custom Plugin"
  3. Configure the plugin with the settings below
    Plugin Name Equity Intel Mcp
    Command (node, npx, python, etc.)

    Please refer to the README for specific instructions on how to obtain API keys or other required environment variables.

  4. Enable "Start Automatically" if you want the plugin to start when Highlight launches

From the repository

Clone the repo, create a Python venv, install dependencies, set EDGAR_IDENTITY (and optionally FINNHUB_API_KEY) in .env, then run python -m equity_intel_mcp. For Claude Desktop, add the server configuration to claude_desktop_config.json. After setup, ask Claude questions like “Give me a full read on NVDA” or “Are insiders buying PLTR?”.

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 you@example.com"
                }
            }
        }
    }
}

McpServers

{
    "equity-intel": {
        "command": "python",
        "args": [
            "-m",
            "equity_intel_mcp"
        ],
        "cwd": "C:/path/to/equity-intel-mcp",
        "env": {
            "EDGAR_IDENTITY": "Your Name you@example.com"
        }
    }
}

equity-intel-mcp

equity-intel-mcp - composite verdict demo

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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