Add to ~/Library/Application Support/Claude/claude_desktop_config.json:
{
"mcpServers": {
"equivault": {
"command": "npx",
"args": ["-y", "equivault-mcp"],
"env": {
"EQUIVAULT_API_KEY": "your-api-key",
"EQUIVAULT_TENANT_ID": "your-tenant-id"
}
}
}
}claude mcp add equivault -- npx -y equivault-mcpThen set your credentials:
export EQUIVAULT_API_KEY=your-api-key
export EQUIVAULT_TENANT_ID=your-tenant-idRelated MCP server: tradingview-mcp
Variable | Required | Default | Description |
| Yes | — | Your EquiVault API key |
| Yes | — | Your EquiVault tenant ID |
| No |
| API base URL (override for self-hosted) |
Tool | Description |
| Search companies by name, ticker, or keyword |
| Get detailed company profile |
| Financial statements (income, balance sheet, cash flow) |
| Financial ratios and metrics time-series |
| Current stock price, change, and volume |
| Filter companies by financial criteria |
| Side-by-side peer comparison |
| Check subscription tier and API usage |
Tool | Description | Tier |
| Investment thesis, drivers, headwinds, tailwinds | Starter+ |
| Management guidance tracker with beat/miss outcomes | Professional+ |
| Revenue and operating-income by business segment | Professional+ |
| Buybacks, dividends, debt, M&A, capex history | Professional+ |
| Risk-factor evolution from filings | Professional+ |
| Insider buys, sells, 10b5-1 flag | Advisor+ |
| Accruals, cash conversion, non-GAAP flags | Professional+ |
| Debt maturity schedule | Professional+ |
| Market share, new entrants, pricing signals | Professional+ |
| Notable management statements with sentiment | Advisor+ |
| Accounting policies and period-over-period changes | Professional+ |
| Available investment strategy profiles | All |
Tool | Description |
| One-shot: profile + financials + metrics + narrative |
| Everything in |
Tool | Description | Tier |
| Paginated signals for a single company | Analyst+ |
| Count breakdowns by type/severity + unread count | Analyst+ |
| Portfolio-wide signal overview | Analyst+ |
| Time-bucketed activity across portfolio | Analyst+ |
| Cross-company trending signals right now | Analyst+ |
| Create an alert rule | Advisor+ |
| Update an alert rule | Advisor+ |
| Delete an alert rule | Advisor+ |
Tool | Description | Tier |
| List investment briefs (filter by company or followed) | Starter+ |
| Full brief content with scorecard | Starter+ |
| Return, Sharpe, sector allocation, winners/losers | Analyst+ |
| Earnings calls, podcasts, presentations, press releases | Starter+ |
| Prominent-investor portfolio holdings & changes | Analyst+ |
| Available markets (code, country, currency, MIC) | All |
Tool | Description |
| Signal dashboard + trending + briefs + optional portfolio — in one call |
|
|
Research a company:
"What are Apple's latest annual financials and key metrics?"
Screen for opportunities:
"Find technology companies with a market cap over $10B and P/E ratio under 20."
Compare competitors:
"Compare Microsoft, Google, and Amazon on revenue growth and profit margins."
Check account status:
"How many queries do I have left this month?"
EXAMPLES.md — Real Claude prompts for every tool category
docs/ALIGNMENT.md — How the MCP stays in sync with platform API versions
CHANGELOG.md — Release notes per version
CONTRIBUTING.md — Development workflow and conventions
# Clone and install
git clone https://github.com/equivault/equivault-mcp
cd equivault-mcp
npm install
# Build
npm run build
# Run tests
npm test
# Type check
npm run typecheck
# Watch mode (development)
npm run devMIT
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