Equibles MCP MCP server

An official MCP server provided by Equibles that allows AI agents to access comprehensive financial data, including SEC filings, 13F institutional holdings, insider trading records, congressional trades, earnings call transcripts, stock fundamentals, options data, and macroeconomic indicators from FRED.

Endpoint and access

No sign-in: your client connects and lists tools immediately, with no account or key.

No sign-inEndpoint checked 2026-10-05Operated by Equibles

MCP endpoint (Streamable HTTP)

https://mcp.equibles.com/mcp

Vendor documentation

What you can do with it

Search and analyze SEC filings and 13F institutional holdings
Retrieve insider trading and congressional portfolio data
Access earnings call transcripts and financial fundamentals
Query macroeconomic data and options market information

Tools advertised by the last live check:

GetLatestClosingPrices
GetCftcPositioning
AddPortfolioLot
GetMarketStatus
GetMarketWideCongressionalActivity
GetWebDataFeed
ScreenStocks
GetFundProfile
GetInvestorEventTranscript
GetInstitutionConsensusHoldings
SearchInstitutions
GetShortInterest
GetPutCallRatios
ListInvestorEvents
GetCongressionalTrades
GetInstitutionCloneBacktest
CompareInstitutionPortfolios
GetValuationMultiplesHistory
GetUpcomingInvestorEvents
GetDividendHistory
UpdatePortfolioLot
GetShortInterestSnapshot
GetValuationMultiples
GetFormDOfferings
GetFundsHoldingStock
GetEarningsCallEvent
GetIndexChanges
GetEtfProfile
GetRevenueBreakdown
GetGovernmentContracts
GetCorrelatedStocks
GetAverageTrueRange
GetMyPortfolio
CreateMyPortfolio
SearchFunds
SuggestToolImprovement
GetEtfHoldings
GetEarningsCallTranscript
GetIpoFeed
GetIndexForecast
GetLatestEconomicIndicators
GetInstitutionQuarterlyActivity
GetTopHolders
ClosePortfolioLot
GetEarningsCallToneAndThemes
SearchCftcMarkets
GetIndexComposition
GetLatestCftcPositioning
GetInvestorRelationsNews
SearchDocument
GetStockPrices
GetEconomicCalendar
GetFinancialStatement
ListFilings
ReportProblem
GetSuperInvestors
GetLiveQuote
DeleteMyPortfolio
GetExecutiveChanges
SearchEtfs
SearchInsiders
GetOffExchangeVolume
UnwatchInstrument
GetInsiderSentimentScores
GetOnBalanceVolume
GetInstitutionalOwnershipHistory
ListWebDataFeeds
GetBuybackPrograms
GetAnalystEstimates
WatchInstrument
GetInstitutionPortfolio
GetDebtInstrument
GetFailsToDeliver
GetTopGovernmentContractors
GetIpoDetails
GetGuidance
GetForm144ProposedSales
GetInvestorEventSlideMetadata
GetInsiderOwnership
GetNonGaapBridge
CompareFinancialFact
GetOptionContract
GetFdaAdvisoryCommitteeMeetings
GetStochasticOscillator
RemovePortfolioLot
GetDebtProfile
GetMemberNetWorth
GetFundNcenReports
GetInsiderTransactions
GetCompanyKpis
SearchInvestmentAdvisers
GetMarketHolidayCalendar
GetOptionChain
GetCustomerConcentration
GetAtmPrograms
GetInstitutionSummary
GetGoingConcernStatus
GetLargestShortVolume
GetFinancialFact
GetInstitutionSectorAllocation
GetShortSqueezeScores
SearchCongressMembers
GetShortVolume
GetMarketWide13FActivity
GetVixHistory
GetExecutiveCompensation
GetEconomicIndicator
GetInvestmentAdviser
ReadDocumentLines
GetEarningsBrief
GetOptionExpirations
GetBollingerBands
GetTopInstitutionalBuyersSellers
SearchEconomicIndicators
GetMostHeldStocks
GetMemberTrades
SearchDocuments

Connect from your client

Each snippet registers the same endpoint; pick the client you use.

This server is operated by the named third party. Listing and endpoint checks are not an endorsement or a security audit. Review the operator's permissions, terms, and data handling before connecting. How listings are checked and corrected.

Claude Code

Run this once in a terminal. It registers a Streamable HTTP server. Use --scope project to write .mcp.json for the repo.

Claude Code configuration

claude mcp add --transport http equibles-mcp https://mcp.equibles.com/mcp

Codex

Run this once. Codex stores MCP servers in ~/.codex/config.toml (or .codex/config.toml in a trusted project).

Codex configuration

codex mcp add equibles-mcp --url https://mcp.equibles.com/mcp

Cursor

Merge this server into .cursor/mcp.json in your project, then enable equibles-mcp in your MCP settings.

Cursor configuration

{
  "mcpServers": {
    "equibles-mcp": {
      "url": "https://mcp.equibles.com/mcp"
    }
  }
}

Cline

Merge this into cline_mcp_settings.json (Cline → MCP Servers → Configure). The type must be streamableHttp for a remote HTTP server.

Cline configuration

{
  "mcpServers": {
    "equibles-mcp": {
      "type": "streamableHttp",
      "url": "https://mcp.equibles.com/mcp",
      "disabled": false
    }
  }
}

VS Code

Merge this server into .vscode/mcp.json. Use MCP: List Servers to start equibles-mcp and inspect its tools.

VS Code configuration

{
  "servers": {
    "equibles-mcp": {
      "type": "http",
      "url": "https://mcp.equibles.com/mcp"
    }
  }
}

Gemini CLI

Run this once. It writes .gemini/settings.json in the current project; pass --scope user for ~/.gemini/settings.json.

Gemini CLI configuration

gemini mcp add --transport http equibles-mcp https://mcp.equibles.com/mcp

Claude Desktop

Merge this into claude_desktop_config.json (macOS: ~/Library/Application Support/Claude/, Windows: %APPDATA%\Claude\), then restart Claude Desktop.

Claude Desktop configuration

{
  "mcpServers": {
    "equibles-mcp": {
      "url": "https://mcp.equibles.com/mcp"
    }
  }
}

Windsurf

Merge this into ~/.codeium/windsurf/mcp_config.json, then refresh MCP in Cascade. Windsurf remote servers use serverUrl, not url.

Windsurf configuration

{
  "mcpServers": {
    "equibles-mcp": {
      "serverUrl": "https://mcp.equibles.com/mcp"
    }
  }
}

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