DebtStack MCP Server
Provides a set of tools for building AI agents that can autonomously analyze corporate debt structures, evaluate maturity profiles, and perform multi-step credit analysis.
Enables natural language credit analysis and portfolio risk assessment by integrating corporate debt data with OpenAI's language models through specialized toolsets.
Click on "Deploy Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@DebtStack MCP Server Which telecom companies have a net leverage ratio above 5x?"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
DebtStack.ai Python SDK
Corporate credit data for AI agents.
Why DebtStack?
Equity data is everywhere. Credit data isn't.
There's no "Yahoo Finance for bonds." Corporate debt structures, guarantor chains, and covenant details are buried in SEC filings—scattered across 10-Ks, 8-Ks, credit agreements, and indentures. An AI agent trying to answer "which telecom companies have leverage above 5x?" would need to read dozens of filings, extract the right numbers, and compute ratios manually.
DebtStack fixes this. We extract, normalize, and serve corporate credit data through an API built for AI agents.
Three Things You Can't Do Elsewhere
1. Cross-Company Credit Queries
# Find distressed telecom companies
GET /v1/companies?sector=Telecommunications&min_leverage=5&sort=-net_leverage_ratioScreen ~300 companies by leverage, coverage ratios, or maturity risk in one call. No filing-by-filing analysis.
2. Pre-Built Entity Relationships
# Who guarantees this bond?
POST /v1/entities/traverse
{"start": {"type": "bond", "id": "893830AK8"}, "relationships": ["guarantees"]}Guarantor chains, parent-subsidiary hierarchies, structural subordination—mapped and queryable. This data exists nowhere else in machine-readable form.
3. Agent-Ready Speed
< 100ms response timeAI agents chain multiple calls. If each took 30 seconds (reading a filing), a portfolio analysis would take hours. DebtStack returns in milliseconds.
Related MCP server: Finance MCP
Installation
pip install debtstack-aiFor LangChain integration:
pip install debtstack-ai[langchain]Quick Start
from debtstack import DebtStackClient
import asyncio
async def main():
async with DebtStackClient(api_key="your-api-key") as client:
# Screen for high-leverage companies
risky = await client.search_companies(
sector="Telecommunications",
min_leverage=4.0,
fields="ticker,name,net_leverage_ratio,interest_coverage",
sort="-net_leverage_ratio"
)
# Drill into the riskiest one
ticker = risky["data"][0]["ticker"]
bonds = await client.search_bonds(ticker=ticker, has_pricing=True)
# Check guarantor coverage on their notes
for bond in bonds["data"]:
guarantors = await client.get_guarantors(bond["cusip"])
print(f"{bond['name']}: {len(guarantors)} guarantors")
asyncio.run(main())Synchronous Usage
from debtstack import DebtStackSyncClient
client = DebtStackSyncClient(api_key="your-api-key")
result = client.search_companies(sector="Energy", min_leverage=3.0)What's In The Data
Coverage | Count |
Companies | ~300 (S&P 100 + NASDAQ 100 + high-yield issuers) |
Entities | ~39,000 (subsidiaries, holdcos, JVs, VIEs) |
Debt Instruments | ~10,000 (bonds, loans, revolvers) with 96% document linkage |
Bond Pricing | ~4,300 bonds with FINRA TRACE pricing (updated 3x daily) |
SEC Filing Sections | ~25,000 (searchable full-text) |
Covenants | ~1,800 structured covenant records |
Pre-computed metrics: Leverage ratios, interest coverage, maturity profiles, structural subordination scores.
Relationships: Guarantor chains, issuer-entity links, parent-subsidiary hierarchies.
API Methods
Method | What It Does |
| Screen by leverage, sector, coverage, risk flags |
| Filter by yield, spread, seniority, maturity |
| Look up CUSIP, ISIN, or "RIG 8% 2027" |
| Follow guarantor chains, map corporate structure |
| FINRA TRACE bond prices, YTM, spreads |
| Full-text search across credit agreements, indentures |
| Run multiple queries in parallel |
| Track debt structure changes over time |
Examples
Which MAG7 company has the most debt?
result = await client.search_companies(
ticker="AAPL,MSFT,GOOGL,AMZN,NVDA,META,TSLA",
fields="ticker,name,total_debt,net_leverage_ratio",
sort="-total_debt",
limit=1
)
# Returns structured data in milliseconds, not minutesFind high-yield bonds trading at a discount
result = await client.search_bonds(
seniority="senior_unsecured",
min_ytm=8.0,
has_pricing=True,
sort="-pricing.ytm"
)Who guarantees a specific bond?
guarantors = await client.get_guarantors("893830AK8")
for g in guarantors:
print(f"{g['name']} ({g['entity_type']}) - {g['jurisdiction']}")
# Output:
# Transocean Ltd. (holdco) - Switzerland
# Transocean Inc. (finco) - Cayman Islands
# Transocean Offshore Deepwater Drilling Inc. (opco) - Delaware
# ... 42 more entitiesSearch for covenant language
result = await client.search_documents(
q="maintenance covenant",
section_type="credit_agreement",
ticker="CHTR"
)
# Returns matching sections with highlighted snippetsLangChain Integration
Build AI agents that can autonomously analyze corporate credit data.
Installation
pip install debtstack-ai[langchain]Available Tools
Tool | Description |
| Screen companies by leverage, sector, coverage ratios, and risk flags |
| Filter bonds by yield, spread, seniority, maturity, and pricing |
| Look up bonds by CUSIP, ISIN, or description (e.g., "RIG 8% 2027") |
| Follow guarantor chains, map corporate structure, trace ownership |
| Get FINRA TRACE bond prices, YTM, and spreads |
| Full-text search across credit agreements, indentures, and SEC filings |
| Track debt structure changes over time (new issuances, maturities, leverage) |
Full Example
from debtstack.langchain import DebtStackToolkit
from langchain.agents import AgentExecutor, create_openai_functions_agent
from langchain_openai import ChatOpenAI
from langchain import hub
# Initialize toolkit with your API key
toolkit = DebtStackToolkit(api_key="your-api-key")
tools = toolkit.get_tools()
# Create an agent with GPT-4 (or any LangChain-compatible LLM)
llm = ChatOpenAI(temperature=0, model="gpt-4")
prompt = hub.pull("hwchase17/openai-functions-agent")
agent = create_openai_functions_agent(llm, tools, prompt)
agent_executor = AgentExecutor(agent=agent, tools=tools, verbose=True)
# Ask natural language questions about corporate credit
result = agent_executor.invoke({
"input": "Which telecom companies are most at risk of default?"
})
print(result["output"])Example Queries
The agent can handle complex, multi-step credit analysis:
"Which telecom companies have leverage above 5x and near-term maturities?"
"Find all bonds yielding above 8% with senior secured status"
"Who guarantees Transocean's 8.75% 2030 notes? How many entities are in the guarantee chain?"
"Compare Charter and Altice's corporate structures - which has more structural subordination risk?"
"What changed in RIG's debt structure since January 2025?"
"Search for maintenance covenant language in Charter's credit agreements"
"Find distressed bonds trading below 80 cents on the dollar"
MCP Server (Claude Desktop, Claude Code, Cursor)
Give Claude (or any MCP client) direct access to corporate credit data.
Installation
pip install debtstack-ai[mcp]Available Tools
Tool | Description |
| Search companies by ticker, sector, leverage ratio, and risk flags |
| Search bonds by ticker, seniority, yield, spread, and maturity |
| Look up a bond by CUSIP, ISIN, or description (e.g., "RIG 8% 2027") |
| Find all entities that guarantee a bond |
| Get full parent-subsidiary hierarchy for a company |
| Get FINRA TRACE bond prices, YTM, and spreads |
| Search SEC filing sections (debt footnotes, credit agreements, indentures) |
| See what changed in a company's debt structure since a date |
Claude Desktop
Add to your Claude Desktop config (~/.config/claude/mcp.json on Mac/Linux, %APPDATA%\Claude\mcp.json on Windows):
{
"mcpServers": {
"debtstack-ai": {
"command": "debtstack-mcp",
"env": {
"DEBTSTACK_API_KEY": "your-api-key"
}
}
}
}Claude Code
Add to your Claude Code config (~/.claude/mcp.json):
{
"mcpServers": {
"debtstack-ai": {
"command": "debtstack-mcp",
"env": {
"DEBTSTACK_API_KEY": "your-api-key"
}
}
}
}Cursor
Add to your Cursor MCP settings (.cursor/mcp.json):
{
"mcpServers": {
"debtstack-ai": {
"command": "debtstack-mcp",
"env": {
"DEBTSTACK_API_KEY": "your-api-key"
}
}
}
}Alternative: Run with Python Module
If you prefer not to install the console script, you can use python -m instead:
{
"mcpServers": {
"debtstack-ai": {
"command": "python",
"args": ["-m", "debtstack.mcp_server"],
"env": {
"DEBTSTACK_API_KEY": "your-api-key"
}
}
}
}Example Queries
Once configured, ask Claude:
"Which energy companies have near-term maturities and high leverage?"
"Who guarantees the Transocean 8% 2027 notes?"
"Compare Charter's debt structure to Altice"
"Find all senior secured bonds yielding above 8%"
"What are the financial covenants in Charter's credit agreement?"
"Show me RIG's corporate structure - where does the debt sit?"
"What changed in CVS's debt structure since June 2025?"
"Search for change-of-control provisions in Altice's indentures"
Pricing
DebtStack offers usage-based pricing with a free tier to get started.
See debtstack.ai/pricing for details.
Links
Docs: docs.debtstack.ai
Discord: discord.gg/debtstack-ai
Issues: GitHub
License
Apache-2.0
Available Tools
8 toolsget_changesA
See what changed in a company's debt structure since a date. Returns new issuances, matured debt, leverage changes, and pricing movements. Use to monitor companies for material changes.
Inputs: ticker (required), since (required).
get_corporate_structureA
Get the full corporate structure for a company. Shows parent-subsidiary hierarchy, entity types, and debt at each level. Use to understand structural subordination and where debt sits in the org.
Inputs: ticker (required).
get_guarantorsA
Find all entities that guarantee a bond. Use to understand guarantee coverage and structural subordination risk. Pass a CUSIP or bond description.
Inputs: bond_id (required).
resolve_bondA
Look up a bond by CUSIP, ISIN, or description. Use when you have a partial bond identifier and need full details. Example: 'RIG 8% 2027' or 'CUSIP 893830AK8'
Inputs: query (required).
search_bondsA
Search bonds by ticker, seniority, yield, spread, and maturity. Use for yield hunting, finding high-yield opportunities, or analyzing maturity walls. Example: 'Find senior unsecured bonds yielding above 8%'
Inputs: ticker, seniority, min_ytm, has_pricing, +2 more.
search_companiesA
Search companies by ticker, sector, leverage ratio, and risk flags. Use to find companies with specific characteristics, compare leverage across peers, or screen for structural subordination risk. Example: 'Find tech companies with leverage above 4x'
Inputs: ticker, sector, min_leverage, max_leverage, +2 more.
search_documentsB
Search SEC filing sections for specific terms. Section types: debt_footnote, credit_agreement, indenture, covenants, mda_liquidity. Use to find covenant language, credit agreement terms, or debt descriptions.
Inputs: query (required), ticker, section_type, limit.
search_pricingA
Get bond pricing from FINRA TRACE. Returns current price, yield to maturity, and spread to treasury. Use to find distressed bonds or compare relative value.
Inputs: ticker, cusip, min_ytm, limit.
Tool Schema Changelog
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
Loading tool schema changelog…
TDQS
Scored across 8 tools
Most tools have distinct purposes: company search, bond resolution, bond search, guarantors, corporate structure, pricing, documents, and changes. The only potential confusion is between search_companies and search_bonds, but their descriptions clearly separate company-level vs. bond-level search.
Tool names follow a consistent verb_noun pattern: search_companies, search_bonds, search_pricing, search_documents, get_guarantors, get_corporate_structure, get_changes, resolve_bond. The only minor deviation is resolve_bond, which uses a different verb than the search/get pattern, but it is still a clear and predictable action.
Eight tools is well-scoped for a debt analysis server. Each tool covers a distinct aspect of bond and corporate debt research without redundancy or bloat.
The server covers the core debt research workflow: finding companies, resolving and searching bonds, checking guarantors and corporate structure, getting pricing, searching documents, and monitoring changes. A minor gap is the lack of a direct tool for retrieving full bond details after resolution, but resolve_bond likely returns them, so the surface is largely complete.
Maintenance
Related MCP Connectors
Financial and covenant data for public and private credit: statements, cap stacks, covenants.
SEC filings and financial data for AI agents: 59 tools for statements, valuation and supply chains.
Agent-native SEC data, 20 tools: statements assembled, any line item, filings synthesized. No key.
Evidence-backed capital-change intelligence and sourced financial data for AI agents
Related MCP Servers
- AlicenseBqualityBmaintenanceA Model Context Protocol server that enables interaction with Yahoo Finance to retrieve stock pricing, company information, and historical financial data through natural language queries.21918 PyPI29MIT
- AlicenseCqualityDmaintenanceEnables financial research and analysis through AI agents that combine web search, content crawling, entity extraction, and deep research workflows. Supports extracting stock/fund entities with security codes and conducting structured financial investigations.922 PyPI26Apache 2.0
- AlicenseNot gradedqualityDmaintenanceEnables LLMs to download, parse, and analyze SEC EDGAR filings, including 10-K/Q reports, XBRL financial statements, and insider trading data. It provides structured access to institutional holdings, corporate events, and financial facts for comprehensive investment research.19MIT
- AlicenseAqualityBmaintenanceProvides access to SEC EDGAR financial data, enabling AI agents to fetch company filings, financial metrics, and narrative sections. It supports natural-language metric searching and extracts structured data from 10-K, 10-Q, and 8-K reports.645 PyPIMIT