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Equivault MCP

مجتمعي البحث والويب

EquiVault equity research: fundamentals, financial statements, ratios, quotes, screening, peer comparison, insider transactions and portfolio analytics.

الشيفرة المصدرية التوثيق

التثبيت

خطوات التثبيت موجودة في التوثيق أدناه. التوثيق

التوثيق

مأخوذ من ملف README للمشروع على GitHub ويُحدَّث أسبوعيًا. تفتح الروابط على GitHub.

المحتويات
  1. equivault-mcp
  2. Quick Start
  3. Configuration
  4. Tools
  5. Examples
  6. Documentation
  7. Development
  8. License

equivault-mcp

MCP server for EquiVault — AI-powered equity research tools for Claude.

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-mcp

Then set your credentials:

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

Configuration

VariableRequiredDefaultDescription
EQUIVAULT_API_KEYYes—Your EquiVault API key
EQUIVAULT_TENANT_IDYes—Your EquiVault tenant ID
EQUIVAULT_BASE_URLNohttps://api.equivault.ai/api/v1API base URL (override for self-hosted)

Tools

Core Research (M1)
ToolDescription
search_companiesSearch companies by name, ticker, or keyword
get_companyGet detailed company profile
get_financialsFinancial statements (income, balance sheet, cash flow)
get_metricsFinancial ratios and metrics time-series
get_stock_quoteCurrent stock price, change, and volume
screen_companiesFilter companies by financial criteria
compare_companiesSide-by-side peer comparison
get_billing_statusCheck subscription tier and API usage
Company Deep Data (M2)
ToolDescriptionTier
get_company_narrativeInvestment thesis, drivers, headwinds, tailwindsStarter+
get_guidanceManagement guidance tracker with beat/miss outcomesProfessional+
get_segmentsRevenue and operating-income by business segmentProfessional+
get_capital_allocationBuybacks, dividends, debt, M&A, capex historyProfessional+
get_risk_factorsRisk-factor evolution from filingsProfessional+
get_insider_transactionsInsider buys, sells, 10b5-1 flagAdvisor+
get_earnings_qualityAccruals, cash conversion, non-GAAP flagsProfessional+
get_debt_maturitiesDebt maturity scheduleProfessional+
get_competitive_signalsMarket share, new entrants, pricing signalsProfessional+
get_management_statementsNotable management statements with sentimentAdvisor+
get_accounting_snapshotsAccounting policies and period-over-period changesProfessional+
get_strategy_profilesAvailable investment strategy profilesAll
Composite (M2)
ToolDescription
analyze_companyOne-shot: profile + financials + metrics + narrative
company_deep_diveEverything in analyze_company + all 10 profile sections
Signals & Alerts (M3)
ToolDescriptionTier
get_signalsPaginated signals for a single companyAnalyst+
get_signal_summaryCount breakdowns by type/severity + unread countAnalyst+
get_signal_dashboardPortfolio-wide signal overviewAnalyst+
get_signal_trendsTime-bucketed activity across portfolioAnalyst+
get_trending_signalsCross-company trending signals right nowAnalyst+
create_alertCreate an alert ruleAdvisor+
update_alertUpdate an alert ruleAdvisor+
delete_alertDelete an alert ruleAdvisor+
Briefs, Portfolio & Media (M3)
ToolDescriptionTier
list_briefsList investment briefs (filter by company or followed)Starter+
get_briefFull brief content with scorecardStarter+
get_portfolio_analyticsReturn, Sharpe, sector allocation, winners/losersAnalyst+
list_mediaEarnings calls, podcasts, presentations, press releasesStarter+
get_guru_holdingsProminent-investor portfolio holdings & changesAnalyst+
get_marketsAvailable markets (code, country, currency, MIC)All
Advanced Composite (M3)
ToolDescription
morning_briefingSignal dashboard + trending + briefs + optional portfolio — in one call
research_reportcompany_deep_dive + recent signals + related briefs, ready-to-render

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

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 dev

License

MIT

الأسئلة الشائعة

ما هو Equivault MCP؟

EquiVault equity research: fundamentals, financial statements, ratios, quotes, screening, peer comparison, insider transactions and portfolio analytics.

كيف أثبّت Equivault MCP؟

اتبع خطوات التثبيت في توثيقه المعروض في هذه الصفحة وفي مستودعه.

هل Equivault MCP مفتوح المصدر؟

نعم. شيفرته متاحة على GitHub بترخيص MIT.

من يصون Equivault MCP؟

ينشره equivault. يدرجه AI.tn لكنه لا يصونه ولا يوصي به.

من القوائم المجتمعية awesome-mcp-servers ومستودع المشروع على GitHub. الإدراج ليس توصية: راجع شيفرة الخادم وصلاحياته قبل منحه الوصول إلى بياناتك.