Equibles MCP Server
Financial market data for AI, covering SEC filings, insider trades, and economic indicators.
Data last scanned last week · Reviewed last month
Overview
Equibles MCP Server acts as a self-hosted mini Bloomberg Terminal, designed to provide AI agents with direct access to financial intelligence. It scrapes and serves data including SEC filings, institutional holdings, insider and congressional trading activity, and daily stock price histories. Users can host the full core repository locally to maintain total control over their financial data infrastructure. The server supports integration with AI assistants via the Model Context Protocol, offering 64 distinct financial tools in its self-hosted version. For those preferring not to manage local infrastructure, the project also provides a hosted option with additional capabilities like earnings call transcripts and options chain data, accessible via a managed API key.
Our verdict
This server carries a high risk level with a security score of 43/100. The score is significantly impacted by the fact that OAuth support and authentication methods have not yet been reviewed, which is critical for a tool handling potentially sensitive financial data. Given these unverified security components, this tool is recommended only for users who can deploy and monitor it in an isolated, non-sensitive environment.
- Provides 64 distinct financial data tools locally
- Zero direct dependencies reduce supply-chain surface area
- Highly active repository with daily commits
- Authentication and OAuth support remain unreviewed
- Read-only mode functionality is not yet verified
- Not maintained by an official financial organization
Tools
| Tool | Description | Risk |
|---|---|---|
| GetFundCloneBacktest | backtest cloning a filer's 13F portfolio vs a benchmark | low |
| GetTopHolders | top institutional holders of a stock (13F-HR) | low |
| GetOwnershipHistory | institutional ownership trend across quarters | low |
| GetInstitutionPortfolio | an institution's 13F portfolio | low |
| SearchInstitutions | search institutions by name or CIK | low |
| GetTopBuyersSellers | biggest adds/reductions on a stock this quarter | low |
| GetMarketWide13FActivity | market-wide 13F leaderboards | low |
| GetMostHeldStocks | stocks by institutional breadth | low |
| GetInstitutionSummary | filer summary (value, concentration, turnover) | low |
| GetInstitutionSectorAllocation | allocation by sector | low |
Compatibility
| Client | Local | Docker | Remote | Read-only |
|---|---|---|---|---|
| Claude Desktop | ||||
| Cursor | ||||
| VS Code | ||||
| Windsurf | ||||
| ChatGPT |
Frequently asked questions
›What is the difference between the self-hosted version and Equibles Cloud?
The self-hosted version includes 64 MCP tools for financial and economic data. Equibles Cloud uses the same core and protocol but provides access to 33 additional tools, such as earnings call transcripts, real-time quotes, and options chains.
›Do I need an API key to use the self-hosted version?
No, the self-hosted version does not require an account or API key to access its 64 MCP tools.
›Can I use Equibles without self-hosting it?
Yes, you can connect your AI assistant directly to the hosted endpoint at https://mcp.equibles.com/mcp using a free API key available from the Equibles website.
›What system requirements are needed to run the server locally?
The server is built for .NET 10.0 and is designed to be run using Docker, with a docker-compose file provided in the repository.
Alternatives
Changelog
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