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.

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.

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

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.

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

111 tools, grouped by dataset.

SEC filings search & full-text RAG

Financial statements & fundamentals (XBRL)

13F institutional holdings & hedge fund portfolios

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

Congressional stock trading

Earnings calls: transcripts, briefs & AI insights

Earnings guidance, KPIs & non-GAAP bridges

Stock prices & technical indicators

Short interest, short volume & dark pools (FINRA)

Live quotes & options chains

IPO pipeline (S-1 / F-1)

Valuation multiples & stock screener

Economic data (FRED) & macro calendar

Futures positioning (CFTC COT)

Volatility & options sentiment (CBOE)

Funds, ETFs & investment advisers

Index composition & forecasts

Corporate events & governance

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.

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 ` 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