@insightsentry/mcp

MCP server and CLI for the InsightSentry financial data API.

Gives AI assistants direct access to real-time and historical market data for equities, futures, options, crypto, forex, and more — plus comprehensive documentation resources for building applications with the InsightSentry API and WebSocket feeds. Also usable as a standalone CLI for scripting and terminal workflows.

Install

npm install -g @insightsentry/mcp

This gives you two commands:

Command	Purpose
`insight`	CLI for terminal / scripting
`insight-mcp`	MCP server for AI assistants

Get your API key from the InsightSentry Dashboard.

export INSIGHTSENTRY_API_KEY="your-api-key"

MCP Server Setup

No global install needed — use npx in your MCP config.

Claude Desktop

Add to your claude_desktop_config.json:

{
  "mcpServers": {
    "insightsentry": {
      "command": "npx",
      "args": ["-y", "@insightsentry/mcp"],
      "env": {
        "INSIGHTSENTRY_API_KEY": "your-api-key"
      }
    }
  }
}

Claude Code

Add to .mcp.json in your project root:

{
  "mcpServers": {
    "insightsentry": {
      "command": "npx",
      "args": ["-y", "@insightsentry/mcp"],
      "env": {
        "INSIGHTSENTRY_API_KEY": "your-api-key"
      }
    }
  }
}

Other MCP Clients

Any MCP client that supports stdio transport can use the server:

insight-mcp

CLI Usage

insight --help                    # List all tools
insight <tool> --help             # Tool-specific parameters
insight <tool> [--param value]    # Call a tool

Examples

# Search for a symbol
insight search_symbols --query "tesla"

# Get real-time quotes
insight get_quotes --codes "NASDAQ:AAPL,NASDAQ:MSFT"

# Daily OHLCV with JSONata filter
insight get_symbol_series --symbol "NASDAQ:AAPL" --bar_type day --dp 30 \
  --filter "{ \"last_close\": series[-1].close, \"avg_vol\": \$average(series.volume) }"

# Screen for high-cap stocks
insight screen_stocks --fields "close,volume,market_cap" \
  --exchanges "NYSE,NASDAQ" --sortBy market_cap --sortOrder desc

# Upcoming earnings
insight get_earnings --c US

# Options chain
insight list_options --code "NASDAQ:AAPL" --type call --range 10

All tools support --filter <jsonata> to transform/reduce the JSON response before output. See JSONata docs for expression syntax.

Available Tools (28)

Market Data

Tool	Description
`get_symbol_series`	Recent OHLCV data (up to 30k bars) with real-time option
`get_symbol_history`	Deep historical data (20+ years)
`get_quotes`	Real-time quotes for up to 10 symbols
`get_symbol_info`	Symbol metadata (type, sector, market cap, etc.)
`get_symbol_session`	Trading session details and hours
`get_symbol_contracts`	Futures contract list with settlement dates

Search

Tool	Description
`search_symbols`	Search for symbols across all asset classes

Fundamentals

Tool	Description
`get_symbol_fundamentals`	Company fundamentals (valuation, profitability, balance sheet)
`get_fundamentals_series`	Historical fundamental indicators
`get_fundamentals_meta`	Available fundamental/technical indicator IDs

Options

Tool	Description
`list_options`	List available option contracts
`get_options_expiration`	Option chain by expiration date
`get_options_strike`	Option chain by strike price

Screeners

Tool	Description
`screen_stocks`	Filter stocks with custom criteria
`screen_etfs`	Filter ETFs with custom criteria
`screen_bonds`	Filter bonds with custom criteria
`screen_crypto`	Filter crypto with custom criteria
`get_stock_screener_params`	Available stock screener fields
`get_etf_screener_params`	Available ETF screener fields
`get_bond_screener_params`	Available bond screener fields
`get_crypto_screener_params`	Available crypto screener fields

Calendar

Tool	Description
`get_dividends`	Dividend calendar
`get_earnings`	Earnings calendar
`get_ipos`	IPO calendar
`get_events`	Economic events calendar

News & Documents

Tool	Description
`get_newsfeed`	Financial news with keyword filtering
`get_documents`	List SEC filings and transcripts
`get_document`	Get specific document content

Documentation Resources

The MCP server also provides documentation resources that AI assistants can read to help you build applications:

Resource	Content
`insightsentry://docs/rest-api`	Complete REST API reference
`insightsentry://docs/websocket`	WebSocket API: connection, subscriptions, data formats, code examples
`insightsentry://docs/screener`	Screener API: field discovery and filtering
`insightsentry://docs/options`	Options API: chains, Greeks, option codes
`insightsentry://docs/futures-history`	Futures historical data and contract month logic

Online Documentation

API Docs: https://insightsentry.com/docs
WebSocket Live Demo: https://insightsentry.com/test/realtime
News Feed Demo: https://insightsentry.com/test/newsfeed
OpenAPI Spec: https://insightsentry.com/openapi.json

Development

npm install
npm run generate  # Generate tool definitions from OpenAPI spec
npm run build     # Generate + compile TypeScript
npm run dev       # Run MCP server with tsx (no build needed)

Testing

npx tsx --test test/cli.test.ts   # CLI unit tests

License

MIT

insightsentry_mcp

Quick Install