A
licenseNot graded
qualityD
maintenanceThe most complete AI-powered trading toolkit for Claude and MCP clients, offering backtesting, live sentiment, Yahoo Finance, and 30+ technical analysis tools in one MCP server.
MIT
equivault-mcp
Officialby equivault
Quick Start
Claude Desktop
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 Code
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: sahmk-mcp
Configuration
Variable | Required | Default | Description |
| Yes | — | Your EquiVault API key |
| Yes | — | Your EquiVault tenant ID |
| No |
| API base URL (override for self-hosted) |
Tools
Core Research (M1)
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 |
Company Deep Data (M2)
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 |
Composite (M2)
Tool | Description |
| One-shot: profile + financials + metrics + narrative |
| Everything in |
Signals & Alerts (M3)
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+ |
Briefs, Portfolio & Media (M3)
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 |
Advanced Composite (M3)
Tool | Description |
| Signal dashboard + trending + briefs + optional portfolio — in one call |
|
|
Examples
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?"
Documentation
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
Development
# 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 devLicense
MIT
Available Tools
38 toolsanalyze_companyA
Get a comprehensive company snapshot — profile, financial statements, metrics, and investment narrative — in a single call. Sections the user's tier can't access are marked as unavailable rather than failing the whole call.
Inputs: company_id (required).
company_deep_diveA
Get a full fundamental deep-dive for a company — everything from analyze_company PLUS all profile sections (guidance, segments, capital allocation, risk factors, insider transactions, earnings quality, debt maturities, competitive signals, management statements, accounting snapshots). Sections your tier can't access are marked unavailable.
Inputs: company_id (required).
compare_companiesC
Compare financial metrics across multiple companies side by side.
Inputs: company_ids (required).
create_alertA
Create a new alert rule that fires when a metric meets a condition. Optionally scoped to a specific company_id; if omitted, the alert applies to all followed companies. Requires Advisor tier.
Inputs: name (required), metric (required), condition (required), threshold (required), +1 more.
delete_alertA
Delete an alert rule. This cannot be undone. Requires Advisor tier.
Inputs: alert_id (required).
get_accounting_snapshotsB
Get snapshots of accounting policies and changes from prior periods.
Inputs: company_id (required).
get_billing_statusB
Get current billing status, tier, query usage, and limits for your EquiVault account.
Inputs: no named parameters.
get_briefB
Get the full contents of a specific brief including its scorecard, strategy score, and rendered sections.
Inputs: brief_id (required).
get_capital_allocationC
Get historical capital allocation: buybacks, dividends, debt repayment, M&A, and capex.
Inputs: company_id (required).
get_companyC
Get detailed information about a specific company by its ID.
Inputs: company_id (required).
get_company_narrativeA
Get the investment thesis for a company — including value drivers, headwinds, and tailwinds. Pass history=true to include prior narrative versions.
Inputs: company_id (required), history.
get_competitive_signalsC
Get detected competitive signals affecting a company (market share shifts, new entrants, pricing pressure).
Inputs: company_id (required).
get_debt_maturitiesB
Get the debt maturity schedule: principal due per year, interest rates, and instrument types.
Inputs: company_id (required).
get_earnings_qualityC
Get the earnings quality assessment: accruals ratio, cash conversion, non-GAAP adjustments, and flags.
Inputs: company_id (required).
get_financialsB
Get financial statements (income statement, balance sheet, cash flow) for a company.
Inputs: company_id (required), period_type.
get_guidanceC
Get the management guidance tracker for a company — prior guidance commitments and actual outcomes (beat/miss/in-line).
Inputs: company_id (required).
get_guru_holdingsB
Get portfolio holdings for a prominent investor (guru). Optionally filter by change type: new positions, increased, decreased, or sold.
Inputs: guru_id (required), change_type.
get_insider_transactionsA
Get insider transactions (buys, sells, grants, exercises) with 10b5-1 flag. Requires Advisor tier.
Inputs: company_id (required).
get_management_statementsB
Get notable management statements with sentiment analysis and source attribution. Requires Advisor tier.
Inputs: company_id (required).
get_marketsA
List all available markets (exchanges) that EquiVault supports — code, name, country, currency, MIC.
Inputs: no named parameters.
get_metricsC
Get financial metrics and key performance indicators for a company over time.
Inputs: company_id (required), period_from, period_to.
get_portfolio_analyticsB
Get pre-computed analytics for a portfolio — total return, Sharpe ratio, sector allocation, top winners/losers.
Inputs: portfolio_id (required).
get_risk_factorsB
Get the evolution of risk factors disclosed in a company's filings (new, ongoing, resolved, elevated).
Inputs: company_id (required).
get_segmentsB
Get revenue and operating-income breakdown by business segment for a company.
Inputs: company_id (required).
get_signal_dashboardB
Get portfolio-wide signal dashboard: recent signals across all followed companies, unread counts, and per-company breakdown.
Inputs: no named parameters.
get_signalsB
Get detected signals for a specific company (earnings surprises, guidance changes, insider activity, etc). Supports pagination.
Inputs: company_id (required), page, limit.
get_signal_summaryB
Get a count-based summary of signals for a company — breakdowns by type and severity, plus unread count.
Inputs: company_id (required).
get_signal_trendsC
Get time-bucketed signal activity trends across your followed portfolio. Optional window: '7d', '30d', '90d', '1y'.
Inputs: window.
get_stock_quoteB
Get real-time stock quotes for one or more ticker symbols.
Inputs: tickers (required).
get_strategy_profilesB
List all available investment strategy profiles (system + custom). Each profile defines screening criteria for a particular investing approach.
Inputs: no named parameters.
get_trending_signalsC
Get cross-company trending signals right now — what's moving in the market across all tracked companies.
Inputs: limit.
list_briefsB
List investment briefs. Filter by company_id, or by followed=true to only get briefs for companies the user follows.
Inputs: company_id, followed.
list_mediaC
List media items (earnings calls, podcasts, presentations, investor days, press releases). Filter by company_id, type, or processing status.
Inputs: company_id, type, status.
morning_briefingA
Get a daily research summary: signal dashboard, trending signals, recent briefs for followed companies, and optionally portfolio analytics. Sections your tier can't access are marked unavailable.
Inputs: portfolio_id.
research_reportA
Build a comprehensive research report for a company: full deep-dive (profile, financials, metrics, narrative, all 10 profile sections), recent signals, and related briefs — all in one call, ready for rendering as a report.
Inputs: company_id (required).
screen_companiesC
Screen companies using financial filters. Returns companies matching your criteria.
Inputs: filters (required).
search_companiesB
Search for companies by name, ticker symbol, or keyword. Returns a list of matching companies with their IDs.
Inputs: query (required).
update_alertA
Update an existing alert rule. Only the fields you provide are changed. Requires Advisor tier.
Inputs: alert_id (required), name, threshold, condition, +1 more.
Tool Schema Changelog
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
Loading tool schema changelog…
TDQS
B3.3/5.0
Scored across 38 tools
Disambiguation3/5
Most tools have distinct purposes, but there is significant overlap between analyze_company, company_deep_dive, and research_report, which all provide comprehensive company analyses with varying levels of detail. Additionally, get_signal_dashboard, get_signal_summary, and get_signal_trends could be confusing for agents to differentiate based on their descriptions.
Naming Consistency5/5
Tool names follow a highly consistent verb_noun pattern throughout, such as get_company, list_briefs, and screen_companies. All tools use snake_case, and verbs like 'get', 'list', 'create', 'delete', 'update', and 'search' are applied predictably across the set.
Tool Count2/5
With 38 tools, the count is excessive for a financial data server, making it heavy and potentially overwhelming for agents. This many tools suggests fragmentation, where related functionalities could have been consolidated into fewer, more versatile tools.
Completeness5/5
The tool set provides comprehensive coverage for financial analysis, including company profiles, financials, metrics, signals, alerts, portfolios, and market data. It supports full CRUD operations for alerts and offers extensive querying and screening capabilities, leaving no obvious gaps for the domain.
Maintenance
ActivityInactive
ResponsivenessNo recent community issues
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