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
| 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 dev
License
MIT