@daniel3303
基本信息
Self-hosted financial data terminal for AI agents — SEC filings, holdings, insider & short data.
使用下面的配置,将此服务器添加到你的 MCP 客户端。
{
"mcpServers": {
"equibles": {
"transport": "streamable-http",
"url": "https://mcp.equibles.com/mcp",
"headers": {
"Authorization": "Bearer YOUR_API_KEY"
}
},
"equibles-local": {
"url": "http://localhost:8081/mcp"
}
}
}工具列表暂未提供
当前收录暂时没有可展示的工具列表，不代表服务没有工具。请查阅项目文档了解支持的能力。
点击上方按钮,直接连接服务器端点实时获取工具列表。
Equibles (https://equibles.com) is a hosted MCP server, REST API and research portal for US and European stock data: SEC filings with full-text search, earnings call transcripts, financial statements, 13F institutional holdings, insider and congressional trades, short interest, fund holdings, economic indicators and daily prices. Claude, ChatGPT, Cursor and other MCP clients can query it directly. The core is also open source and can be self-hosted.
Connect your MCP client to the hosted server at https://mcp.equibles.com/mcp over streamable HTTP. Clients like Claude and ChatGPT can sign in over OAuth; other clients send an API key as an Authorization: Bearer <key> header. Create a free account and key at https://equibles.com (the free plan includes 100 requests a day across MCP and REST). Setup guides for each client: https://equibles.com/docs/mcp
To self-host the open-source core instead, clone https://github.com/daniel3303/Equibles, copy .env.example to .env, set SEC_CONTACT_EMAIL, then run docker compose up (the MCP server starts on http://localhost:8081/mcp).
130 tools. 120 are read-only; 10 write data to your own account (portfolio, watchlist and feedback).
CompareFinancialFact, CompareInstitutionPortfolios, GetAnalystEstimates, GetAtmPrograms, GetAverageTrueRange, GetBollingerBands, GetBuybackPrograms, GetCftcPositioning, GetCompanyKpis, GetCongressionalTrades, GetCorrelatedStocks, GetCustomerConcentration, GetDebtInstrument, GetDebtProfile, GetDividendHistory, GetEarningsBrief, GetEarningsCallEvent, GetEarningsCallQuestions, GetEarningsCallThemeHistory, GetEarningsCallToneAndThemes, GetEarningsCallTranscript, GetEconomicCalendar, GetEconomicIndicator, GetEtfHoldings, GetEtfProfile, GetEuropeanDirectorTransactions, GetEuropeanFundHoldings, GetEuropeanShortPositions, GetExecutiveChanges, GetExecutiveCompensation, GetFailsToDeliver, GetFdaAdvisoryCommitteeMeetings, GetFinancialFact, GetFinancialStatement, GetForm144ProposedSales, GetFormDOfferings, GetFundNcenReports, GetFundProfile, GetFundsHoldingStock, GetGoingConcernStatus, GetGovernmentContracts, GetGuidance, GetHolderMix, GetHolderTypeFlows, GetIndexChanges, GetIndexComposition, GetIndexForecast, GetInsiderOwnership, GetInsiderSentimentScores, GetInsiderTransactions, GetInstitutionCloneBacktest, GetInstitutionConsensusHoldings, GetInstitutionPortfolio, GetInstitutionQuarterlyActivity, GetInstitutionSectorAllocation, GetInstitutionStyleHistory, GetInstitutionSummary, GetInstitutionalOwnershipHistory, GetInvestmentAdviser, GetInvestorEventSlideMetadata, GetInvestorEventTranscript, GetInvestorRelationsNews, GetIpoDetails, GetIpoFeed, GetLargestShortVolume, GetLatestCftcPositioning, GetLatestClosingPrices, GetLatestEconomicIndicators, GetLiveQuote, GetMarketHolidayCalendar, GetMarketStatus, GetMarketWide13FActivity, GetMarketWideCongressionalActivity, GetMemberNetWorth, GetMemberTrades, GetMostHeldStocks, GetMyPortfolio, GetNonGaapBridge, GetOffExchangeVolume, GetOnBalanceVolume, GetOptionChain, GetOptionContract, GetOptionExpirations, GetOrganization, GetPutCallRatios, GetRevenueBreakdown, GetShareholderVoteResults, GetShortInterest, GetShortInterestSnapshot, GetShortSqueezeScores, GetShortVolume, GetStochasticOscillator, GetStockPrices, GetSuperInvestors, GetSupplyChain, GetSupplyChainOverlap, GetTopGovernmentContractors, GetTopHolders, GetTopInstitutionalBuyersSellers, GetTranscriptPhraseTrend, GetUpcomingInvestorEvents, GetValuationMultiples, GetValuationMultiplesHistory, GetVixHistory, GetWebDataFeed, ListFilings, ListInvestorEvents, ListWebDataFeeds, ReadDocumentLines, ScreenStocks, SearchCftcMarkets, SearchCongressMembers, SearchDocument, SearchDocuments, SearchEconomicIndicators, SearchEtfs, SearchFunds, SearchInsiders, SearchInstitutions, SearchInvestmentAdvisers
AddPortfolioLot, ClosePortfolioLot, CreateMyPortfolio, DeleteMyPortfolio, RemovePortfolioLot, ReportProblem, SuggestToolImprovement, UnwatchInstrument, UpdatePortfolioLot, WatchInstrument
Yes, for the hosted server: sign in over OAuth from clients like Claude and ChatGPT, or send a Bearer API key. The free plan includes 100 requests a day across MCP and REST; paid plans raise the limits. See https://equibles.com/pricing
Streamable HTTP at https://mcp.equibles.com/mcp, both for the hosted server and for a self-hosted install (`http://localhost:8081/mcp`).
No. The market-data tools are read-only, but the portfolio, watchlist and feedback tools write data to your own account.
Mostly public regulatory sources such as SEC EDGAR, FINRA, FRED, CFTC and CBOE, refreshed continuously on the hosted server.
Yes. The same data is available through the REST API at https://api.equibles.com/v1 and on the research portal at https://equibles.com
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