InsightSentry MCP
The InsightSentry MCP server provides comprehensive financial data access for stocks, ETFs, bonds, crypto, and more.
Market Data
Real-time quotes for up to 10 symbols, historical OHLCV series (up to 30,000 bars, 20+ years of intraday data), symbol info/metadata, trading session details, and futures contracts
Fundamentals
Hundreds of fundamental metrics (valuation, profitability, balance sheet, etc.), historical fundamental time series, and metadata for available field IDs
Options
List available option contracts, retrieve full option chains (with Greeks) filtered by expiration date or strike price
Screeners
Screen stocks, ETFs, bonds, and crypto by dozens of financial fields; discover available screening parameters per asset type
Calendars & News
Dividends, earnings (with EPS estimates/surprises), IPOs, and economic events calendars; financial news feed with keyword filtering
Documents
List and retrieve filings, transcripts, and reports for a symbol (including PDF text extraction)
Utilities
Symbol search, chart rendering (Chart.js → PNG), historical data download (JSON/CSV), currency conversion (173 currencies), JSONata server-side filtering to reduce token usage, and compact
abbroutput mode
Click on "Install 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., "@InsightSentry MCPwhat's the current price of Apple stock?"
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.
@insightsentry/mcp
MCP server and CLI for the InsightSentry financial data API.
Install
npm install -g @insightsentry/mcpCommands:
Command | Purpose |
| CLI for terminal use and scripts |
| MCP server for AI clients |
| Alias for |
Authentication
Set an API key for the current shell:
export INSIGHTSENTRY_API_KEY="your-api-key"Or save one locally for the CLI:
insight login --key "your-api-key"
insight whoami
insight logoutwhoami parses the configured JWT locally and prints uuid, falling back to email then sub.
MCP Setup
Use npx in your MCP config:
{
"mcpServers": {
"insightsentry": {
"command": "npx",
"args": ["-y", "@insightsentry/mcp"],
"env": {
"INSIGHTSENTRY_API_KEY": "your-api-key"
}
}
}
}The MCP server also falls back to the key saved by insight login when INSIGHTSENTRY_API_KEY is not set.
Set INSIGHTSENTRY_CONFIG_DIR to force the CLI and MCP server to read the same saved-login directory when they run with different home directories.
CLI Usage
insight --help
insight <tool> --help
insight <tool> [--param value]Examples:
insight whoami
insight search_symbols --query "tesla"
insight get_quotes --codes "NASDAQ:AAPL,NASDAQ:MSFT"
insight get_symbol_series --symbol "NASDAQ:AAPL" --bar_type day --dp 30
insight screen_stocks --fields "close,volume,market_cap" --exchanges "NYSE,NASDAQ" --sortBy market_cap --sortOrder desc
insight download_history --symbol "NASDAQ:AAPL" --bar_type day --from 2024-01-01 --to 2024-06-30 --output_dir ./historySymbol codes must use EXCHANGE:SYMBOL format. Use search_symbols before calling symbol tools.
All API tools support:
--filter '<jsonata-expression>'
--store json --output_file ./response.json
--store json --output_dir ./responsesget_symbol_series also supports CSV storage:
insight get_symbol_series --symbol "NASDAQ:AAPL" --bar_type day --store csv --output_file ./aapl.csvTools
Auth and files:
Tool | Purpose |
| Print the configured user's |
| Download date ranges to JSON/CSV files |
| Same as |
| Render Chart.js configs as PNG images |
Market data:
Tool | Purpose |
| Find valid |
| Real-time quotes |
| Recent OHLCV series |
| Symbol metadata |
| Trading hours and session details |
| Futures contract list |
Fundamentals, options, screeners, calendars, documents:
Tool | Purpose |
| Company fundamentals |
| Historical fundamental indicators |
| Available fundamental/technical IDs |
| Option contract metadata and codes |
| Option quote rows with bid/ask and Greeks |
| Screen assets |
| Screener fields |
| Calendars |
| Financial news |
| Filings and transcripts |
Resources
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If you are the server author, to access and configure the admin panel.
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