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equivault

equivault-mcp

Official
by equivault
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TypeScript
Remote

快速开始

Claude Desktop

添加到 ~/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-mcp

然后设置您的凭据：

export EQUIVAULT_API_KEY=your-api-key
export EQUIVAULT_TENANT_ID=your-tenant-id

Related MCP server: sahmk-mcp

配置

变量

必需

默认值

描述

EQUIVAULT_API_KEY

是

—

您的 EquiVault API 密钥

EQUIVAULT_TENANT_ID

是

—

您的 EquiVault 租户 ID

EQUIVAULT_BASE_URL

否

https://api.equivault.ai/api/v1

API 基础 URL（自托管时覆盖）

工具

核心研究 (M1)

工具

描述

search_companies

按名称、代码或关键字搜索公司

get_company

获取详细的公司概况

get_financials

财务报表（损益表、资产负债表、现金流量表）

get_metrics

财务比率和指标时间序列

get_stock_quote

当前股价、涨跌幅和成交量

screen_companies

按财务标准筛选公司

compare_companies

同行并排对比

get_billing_status

查看订阅等级和 API 使用情况

公司深度数据 (M2)

工具

描述

等级

get_company_narrative

投资论点、驱动因素、阻力、助力

Starter+

get_guidance

管理层指引追踪及达成/未达成结果

Professional+

get_segments

按业务部门划分的收入和营业利润

Professional+

get_capital_allocation

回购、股息、债务、并购、资本支出历史

Professional+

get_risk_factors

来自申报文件的风险因素演变

Professional+

get_insider_transactions

内部人员买入、卖出、10b5-1 标记

Advisor+

get_earnings_quality

应计项目、现金转换、非 GAAP 标记

Professional+

get_debt_maturities

债务到期时间表

Professional+

get_competitive_signals

市场份额、新进入者、定价信号

Professional+

get_management_statements

带有情绪分析的著名管理层声明

Advisor+

get_accounting_snapshots

会计政策和期内变化

Professional+

get_strategy_profiles

可用的投资策略概况

全部

综合工具 (M2)

工具

描述

analyze_company

一键式：概况 + 财务 + 指标 + 叙事

company_deep_dive

analyze_company 的所有内容 + 全部 10 个概况部分

信号与提醒 (M3)

工具

描述

等级

get_signals

单个公司的分页信号

Analyst+

get_signal_summary

按类型/严重程度分类的计数 + 未读计数

Analyst+

get_signal_dashboard

整个投资组合的信号概览

Analyst+

get_signal_trends

投资组合中按时间分段的活动

Analyst+

get_trending_signals

当前跨公司的热门信号

Analyst+

create_alert

创建提醒规则

Advisor+

update_alert

更新提醒规则

Advisor+

delete_alert

删除提醒规则

Advisor+

简报、投资组合与媒体 (M3)

工具

描述

等级

list_briefs

列出投资简报（按公司或关注项筛选）

Starter+

get_brief

包含评分卡的完整简报内容

Starter+

get_portfolio_analytics

回报、夏普比率、行业配置、赢家/输家

Analyst+

list_media

财报电话会议、播客、演示文稿、新闻稿

Starter+

get_guru_holdings

知名投资者的投资组合持仓及变动

Analyst+

get_markets

可用市场（代码、国家、货币、MIC）

全部

高级综合工具 (M3)

工具

描述

morning_briefing

信号仪表板 + 趋势 + 简报 + 可选投资组合 — 一次调用完成

research_report

company_deep_dive + 最近信号 + 相关简报，可直接渲染

示例

研究一家公司：

"What are Apple's latest annual financials and key metrics?"

筛选机会：

"Find technology companies with a market cap over $10B and P/E ratio under 20."

对比竞争对手：

"Compare Microsoft, Google, and Amazon on revenue growth and profit margins."

检查账户状态：

"How many queries do I have left this month?"

文档

开发

# 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 dev

许可证

MIT

Install Server
A
license - permissive license
B
quality
D
maintenance

How are these scores calculated?

Maintenance

–Maintainers
–Response time
–Release cycle
–Releases (12mo)
Commit activity

Resources

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