SEC MCP

# Financial MCPs Integration Guide for Claude Desktop This guide will help you integrate all 7 financial MCP servers into Claude Desktop. ## Quick Setup (All MCPs at Once) 1. **Backup your current configuration** (if you have one): ```bash cp ~/Library/Application\ Support/Claude/claude_desktop_config.json ~/Library/Application\ Support/Claude/claude_desktop_config.backup.json ``` 2. **Copy the complete configuration**: ```bash cp /Users/LuisRincon/SEC-MCP/FinancialMCPs/claude_desktop_config_all.json ~/Library/Application\ Support/Claude/claude_desktop_config.json ``` 3. **Restart Claude Desktop**: - Quit Claude Desktop completely (Cmd+Q) - Start Claude Desktop again 4. **Verify all MCPs are connected**: - Look for the 🔌 icon in Claude Desktop - You should see all 7 MCP servers listed ## Individual MCP Setup If you prefer to add MCPs one by one or already have other MCPs configured: 1. **Open your existing config**: ```bash open ~/Library/Application\ Support/Claude/claude_desktop_config.json ``` 2. **Add each MCP to the "mcpServers" section**: ### SEC Data Scraper ```json "SEC-SCRAPER": { "command": "/Users/LuisRincon/SEC-MCP/FinancialMCPs/SEC_SCRAPER_MCP/start-mcp.sh" } ``` ### News & Sentiment Analysis ```json "NEWS-SENTIMENT": { "command": "/Users/LuisRincon/SEC-MCP/FinancialMCPs/NEWS_SENTIMENT_SCRAPER/start-mcp.sh" } ``` ### Analyst Ratings ```json "ANALYST-RATINGS": { "command": "/Users/LuisRincon/SEC-MCP/FinancialMCPs/ANALYST_RATINGS_SCRAPER/start-mcp.sh" } ``` ### Institutional Holdings ```json "INSTITUTIONAL": { "command": "/Users/LuisRincon/SEC-MCP/FinancialMCPs/INSTITUTIONAL_SCRAPER/start-mcp.sh" } ``` ### Alternative Data ```json "ALTERNATIVE-DATA": { "command": "/Users/LuisRincon/SEC-MCP/FinancialMCPs/ALTERNATIVE_DATA_SCRAPER/start-mcp.sh" } ``` ### Industry Assumptions Engine ```json "INDUSTRY-ASSUMPTIONS": { "command": "/Users/LuisRincon/SEC-MCP/FinancialMCPs/INDUSTRY_ASSUMPTIONS_ENGINE/start-mcp.sh" } ``` ### Economic Data ```json "ECONOMIC-DATA": { "command": "/Users/LuisRincon/SEC-MCP/FinancialMCPs/ECONOMIC_DATA_COLLECTOR/start-mcp.sh" } ``` ## Available Tools by MCP ### 🏛️ SEC-SCRAPER - `scrape_10k_financials` - Annual reports - `scrape_10q_earnings` - Quarterly reports - `scrape_8k_events` - Material events - `parse_xbrl_data` - Structured financial data - `get_current_price` - Stock prices ### 📰 NEWS-SENTIMENT - `scrape_stock_news` - News from multiple sources - `analyze_news_sentiment` - Sentiment analysis - `get_aggregate_sentiment` - Combined sentiment score - `search_financial_news` - Custom news searches - `get_sector_sentiment` - Sector-wide sentiment ### 📊 ANALYST-RATINGS - `get_analyst_ratings` - Recent ratings - `get_price_targets` - Price targets - `get_consensus_rating` - Consensus view - `get_rating_changes` - Upgrades/downgrades - `compare_analyst_coverage` - Compare multiple stocks ### 🏦 INSTITUTIONAL - `get_institutional_ownership` - Ownership percentages - `get_insider_trading` - Insider transactions - `get_13f_filings` - Institutional filings - `track_institutional_changes` - Ownership changes - `get_top_institutional_holders` - Major holders ### 🔍 ALTERNATIVE-DATA - `analyze_hiring_trends` - Job posting analysis - `get_web_traffic_data` - Website traffic - `track_patent_activity` - Innovation metrics - `analyze_employee_sentiment` - Glassdoor data - `get_social_sentiment` - Reddit sentiment - `get_app_metrics` - Mobile app data - `comprehensive_alternative_data` - All data combined ### 📈 INDUSTRY-ASSUMPTIONS - `calculate_wacc` - Cost of capital - `get_growth_assumptions` - Growth rates - `get_margin_assumptions` - Profitability metrics - `get_capital_assumptions` - Capex & working capital - `generate_full_dcf_assumptions` - Complete DCF inputs - `get_valuation_multiples` - Industry multiples - `get_industry_metrics` - Comprehensive metrics ### 🌍 ECONOMIC-DATA - `get_treasury_yields` - Yield curve - `get_employment_data` - Jobs data - `get_inflation_data` - CPI data - `get_gdp_data` - GDP growth - `get_fed_policy` - Federal Reserve data - `get_fred_series` - Any FRED series - `get_housing_market_data` - Housing metrics - `get_economic_dashboard` - Full economic overview ## Example Usage in Claude Once integrated, you can ask Claude questions like: - "Get me the latest 10-K filing data for AAPL" - "What's the current sentiment for TSLA across news sources?" - "Show me analyst price targets for MSFT" - "What are the institutional ownership changes in NVDA?" - "Analyze hiring trends at META" - "Generate DCF assumptions for a technology company" - "What's the current economic outlook based on government data?" ## Troubleshooting If any MCP fails to connect: 1. **Check the logs**: ```bash tail -f ~/Library/Logs/Claude/mcp*.log ``` 2. **Test individual MCPs**: ```bash cd /Users/LuisRincon/SEC-MCP/FinancialMCPs/[MCP_NAME] ./start-mcp.sh ``` 3. **Verify dependencies**: ```bash cd /Users/LuisRincon/SEC-MCP/FinancialMCPs/[MCP_NAME] uv pip install -e . ``` ## Important Notes - All MCPs use **100% free data sources** (web scraping) - No API keys required - Data is scraped in real-time - Respect rate limits and robots.txt - Some sources may block excessive requests ## Support For issues or questions about these MCPs: - Check individual MCP README files - Review the error logs - Ensure you have internet connectivity - Verify the scraped websites haven't changed their structure