# Fair Value Calculator MCP server

Hosted [Model Context Protocol](https://modelcontextprotocol.io/) server of
[Fair Value Calculator](https://www.fairvalue-calculator.com). It lets an AI assistant look up
what a listed stock is worth according to our valuation models, instead of estimating a number
from memory.

This repository holds the documentation and the registry manifest (`server.json`). The server
itself is a hosted service; there is nothing to install or run locally, and its source code is
not part of this repository.

| | |
|---|---|
| Endpoint | `https://www.fairvalue-calculator.com/mcp` |
| Transport | Streamable HTTP |
| Authentication | OAuth 2.1 with dynamic client registration. A free account is enough. |
| Registry name | `com.fairvalue-calculator/fair-value` |
| Setup guides | <https://www.fairvalue-calculator.com/integrations> |
| Overview | <https://www.fairvalue-calculator.com/mcp> |

## What it covers

Fair value per share, valuation status and a quality score for 40,000+ listed stocks worldwide.
The fair value is blended from several valuation models on reported fundamentals and is
recalculated daily. Method and limits: <https://www.fairvalue-calculator.com/methodology>.

The numbers are model estimates, not prices and not investment advice. Where the data does not
support a figure, the server returns the verdict without a number instead of a weak estimate.

## Tools

| Tool | What it does |
|---|---|
| `resolve_stock` | Turns a name, ticker or ISIN into the matching listing, up to five matches. |
| `get_stock_preview` | Verdict, distance to fair value in bands and quality score for one stock, without the exact number. |
| `get_stock_verdict` | Fair value per share with currency, distance to the price, verdict, quality score, data level, uptrend (price one month ago above twelve months ago) and the three buy rules of the strategy (fair value upside of at least 30%, quality score of at least 50, uptrend), with a link to the full analysis. |
| `compare_stocks` | Several stocks side by side with the same values. |
| `screen_stocks` | Stocks matching criteria: minimum distance to fair value, minimum quality, sector, region, uptrend only, or exactly the stocks that meet all three buy rules of the strategy. |
| `get_watchlist` | Reads the watchlist of the signed-in account, each stock with its verdict, uptrend and the three buy rules; for Pro also On track or Review (price at the optimistic fair value, quality dropped clearly, or held for five years). |
| `add_to_watchlist` | Adds a stock to the watchlist. |
| `remove_from_watchlist` | Removes a stock from the watchlist. |
| `set_watchlist_alerts` | Switches the e-mail alerts of the account's watchlist on or off (Pro): an e-mail when a stock changes from On track to Review. |
| `suggest_watchlist_stocks` | Suggests up to eight stocks that fit the saved watchlist: priced below fair value, high quality score, not held yet, stocks with all three buy rules first, ranked with their correlation to the stocks already on it; can also suggest a replacement of similar size for one stock. Changes nothing (Pro, not offered in ChatGPT yet). |

The three tools that change the watchlist or alerts ask for separate consent during sign-in.

Free accounts get the verdict tools with monthly limits; exact fair values for all stocks,
comparisons of up to five stocks, alerts and watchlist suggestions are part of Pro. Current limits and prices:
<https://www.fairvalue-calculator.com/pro>.

## Connect

In any client that supports remote MCP servers, add the endpoint and sign in when prompted:

```
https://www.fairvalue-calculator.com/mcp
```

Claude Code:

```
claude mcp add --transport http fair-value-calculator https://www.fairvalue-calculator.com/mcp
```

Codex:

```
codex mcp add fair-value-calculator --url https://www.fairvalue-calculator.com/mcp
```

Cursor (`.cursor/mcp.json`):

```json
{"mcpServers":{"fair-value-calculator":{"url":"https://www.fairvalue-calculator.com/mcp"}}}
```

VS Code: run "MCP: Add Server", choose HTTP and paste the endpoint.

This repository is also a Cursor plugin (`plugins/fair-value-calculator`), which registers the same endpoint.

Gemini CLI (this repository is also a Gemini CLI extension, `gemini-extension.json`):

```
gemini extensions install https://github.com/petz00711/fair-value-calculator-mcp
```

Step-by-step guides for Claude, ChatGPT, Claude Code, Cursor, VS Code and Codex:
<https://www.fairvalue-calculator.com/integrations>.

## Example questions

- "What is Apple worth according to Fair Value Calculator?"
- "Which European technology stocks are undervalued right now?"
- "Compare Microsoft, Alphabet and Meta."
- "Add Nestlé to my watchlist."

## Open data

Monthly market valuation datasets (CC BY 4.0):
<https://github.com/petz00711/fvc-open-data>, DOI
[10.5281/zenodo.21639205](https://doi.org/10.5281/zenodo.21639205).

## Support

Questions and problem reports: office@fairvalue-calculator.com, or open an issue here.

## License

The documentation and manifest in this repository are licensed under
[CC BY 4.0](https://creativecommons.org/licenses/by/4.0/). The hosted service is proprietary and
is used under the terms at <https://www.fairvalue-calculator.com/legal.php?doc=agb&lang=en>.