Equivault MCP
EquiVault equity research: fundamentals, financial statements, ratios, quotes, screening, peer comparison, insider transactions and portfolio analytics.
Install
The installation steps are in the documentation below. Documentation
Documentation
From the project's README on GitHub, refreshed weekly. Links open on GitHub.
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-mcpThen set your credentials:
export EQUIVAULT_API_KEY=your-api-key
export EQUIVAULT_TENANT_ID=your-tenant-idConfiguration
| Variable | Required | Default | Description |
|---|---|---|---|
EQUIVAULT_API_KEY | Yes | — | Your EquiVault API key |
EQUIVAULT_TENANT_ID | Yes | — | Your EquiVault tenant ID |
EQUIVAULT_BASE_URL | No | https://api.equivault.ai/api/v1 | API base URL (override for self-hosted) |
Tools
Core Research (M1)
| Tool | Description |
|---|---|
search_companies | Search companies by name, ticker, or keyword |
get_company | Get detailed company profile |
get_financials | Financial statements (income, balance sheet, cash flow) |
get_metrics | Financial ratios and metrics time-series |
get_stock_quote | Current stock price, change, and volume |
screen_companies | Filter companies by financial criteria |
compare_companies | Side-by-side peer comparison |
get_billing_status | Check subscription tier and API usage |
Company Deep Data (M2)
| Tool | Description | Tier |
|---|---|---|
get_company_narrative | Investment thesis, drivers, headwinds, tailwinds | Starter+ |
get_guidance | Management guidance tracker with beat/miss outcomes | Professional+ |
get_segments | Revenue and operating-income by business segment | Professional+ |
get_capital_allocation | Buybacks, dividends, debt, M&A, capex history | Professional+ |
get_risk_factors | Risk-factor evolution from filings | Professional+ |
get_insider_transactions | Insider buys, sells, 10b5-1 flag | Advisor+ |
get_earnings_quality | Accruals, cash conversion, non-GAAP flags | Professional+ |
get_debt_maturities | Debt maturity schedule | Professional+ |
get_competitive_signals | Market share, new entrants, pricing signals | Professional+ |
get_management_statements | Notable management statements with sentiment | Advisor+ |
get_accounting_snapshots | Accounting policies and period-over-period changes | Professional+ |
get_strategy_profiles | Available investment strategy profiles | All |
Composite (M2)
| Tool | Description |
|---|---|
analyze_company | One-shot: profile + financials + metrics + narrative |
company_deep_dive | Everything in analyze_company + all 10 profile sections |
Signals & Alerts (M3)
| Tool | Description | Tier |
|---|---|---|
get_signals | Paginated signals for a single company | Analyst+ |
get_signal_summary | Count breakdowns by type/severity + unread count | Analyst+ |
get_signal_dashboard | Portfolio-wide signal overview | Analyst+ |
get_signal_trends | Time-bucketed activity across portfolio | Analyst+ |
get_trending_signals | Cross-company trending signals right now | Analyst+ |
create_alert | Create an alert rule | Advisor+ |
update_alert | Update an alert rule | Advisor+ |
delete_alert | Delete an alert rule | Advisor+ |
Briefs, Portfolio & Media (M3)
| Tool | Description | Tier |
|---|---|---|
list_briefs | List investment briefs (filter by company or followed) | Starter+ |
get_brief | Full brief content with scorecard | Starter+ |
get_portfolio_analytics | Return, Sharpe, sector allocation, winners/losers | Analyst+ |
list_media | Earnings calls, podcasts, presentations, press releases | Starter+ |
get_guru_holdings | Prominent-investor portfolio holdings & changes | Analyst+ |
get_markets | Available markets (code, country, currency, MIC) | All |
Advanced Composite (M3)
| Tool | Description |
|---|---|
morning_briefing | Signal dashboard + trending + briefs + optional portfolio — in one call |
research_report | company_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
- 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
Frequently asked questions
What is Equivault MCP?
EquiVault equity research: fundamentals, financial statements, ratios, quotes, screening, peer comparison, insider transactions and portfolio analytics.
How do I install Equivault MCP?
Follow the installation steps in its documentation, shown on this page and in its repository.
Is Equivault MCP open source?
Yes. Its code is on GitHub under the MIT license.
Who maintains Equivault MCP?
It is published by equivault. AI.tn lists it but does not maintain or endorse it.
From the community awesome-mcp-servers lists and the project's GitHub repository. Listing is not an endorsement: review a server's code and permissions before giving it access to your data.