daniel3303/Equibles

**Equibles is a self-hosted, open-source financial data MCP server** — an open-source alternative to a Bloomberg Terminal, built for AI agents rather than humans. It scrapes, stores, and serves SEC filings and XBRL financials, 13F institutional holdings, insider and congressional trades, FINRA/SEC short data, FRED economic indicators, CFTC and CBOE positioning, fund filings, government contracts, and daily stock prices, and exposes them over the Model Context Protocol, so Claude, ChatGPT, Cursor, or any agent can query them directly. Its stock universe covers US listings plus verified listings on the major European exchanges. Runs on your own hardware with Docker, for free, forever.
**This is the open-source core of Equibles.** Equibles Cloud runs this exact core and adds more tools on top: earnings call transcripts and audio, real-time quotes, options chains with Greeks, LLM-extracted KPIs and guidance, buybacks, IPO filings, executive changes, valuation multiples, index composition, portfolio tracking, and a US-market screener. It also lists Chinese and Hong Kong shares beside the European ones. Same protocol, same tool names, nothing to run — see what's included.
> **Don't want to run anything?** Point your AI assistant at https://mcp.equibles.com/mcp and get a free API key at equibles.com/mcp — 100 requests/day, no card. Per-client setup guides live at daniel3303/stock-market-mcp-server.
See docs/ for the user guide and technical documentation.
What's Included
Everything marked **Self-hosted** is scraped, stored, and served by this repo — **62 MCP tools**, no account, no key. Equibles Cloud runs this exact core over the same protocol with the same tool names, and adds more tools on top.
| Domain | Data Source | Self-hosted | Equibles Cloud | Description |
|--------|------------|:---:|:---:|-------------|
| **SEC Filings** | SEC EDGAR | ✅ | ✅ | Annual, quarterly and current reports (10-K, 10-Q, 8-K, 20-F, 6-K, 40-F), proxies (DEF 14A, DEFA14A, PRE 14A), registration statements (S-1, S-3, S-3ASR, S-4, F-1, F-3, F-3ASR, F-4), tender offers (SC TO, SC 14D9) and late-filing notices (NT 10-K, NT 10-Q, NT 20-F), with full-text search |
| **Financial Statements** | SEC XBRL | ✅ | ✅ | Parsed income statement, balance sheet, and cash flow facts per fiscal period |
| **Holdings** | SEC 13F-HR | ✅ | ✅ | Institutional ownership — who owns what, how much, and trend over time |
| **Fund Filings** | SEC NPORT / N-CEN / Form D | ✅ | ✅ | Fund portfolio holdings, registered-fund operations (service providers), and exempt offerings (private placements) |
| **Investment Advisers** | SEC Form ADV | ✅ | ✅ | SEC-registered advisers — assets under management, main office, employee count, fee structure |
| **Insider Trading** | SEC Forms 3/4/5/144 | ✅ | ✅ | Director, officer, and 10% owner transactions, annual ownership statements, and proposed (Form 144) sales |
| **Congressional Trading** | House/Senate disclosures | ✅ | ✅ | Securities transactions by members of Congress, including the filed stock, option, bond, or other instrument |
| **Short Data** | SEC / FINRA | ✅ | ✅ | Fails-to-deliver (SEC), daily short volume and short interest (FINRA) |
| **Economic Indicators** | FRED (Federal Reserve) | ✅ | ✅ | Interest rates, inflation, employment, GDP, yield spreads, and more |
| **Stock Prices** | Yahoo Finance | ✅ | ✅ | Daily OHLCV prices with technical indicators (SMA, RSI, MACD) |
| **European Listings** | ESMA/FCA FIRDS + exchange directories | ✅ | ✅ | Verified share listings on Euronext (Paris, Amsterdam, Brussels, Dublin, Oslo, Milan, Lisbon), Xetra, Nasdaq Stockholm, Helsinki and Copenhagen (main market and First North), BME, GPW and the London Stock Exchange (main market and AIM), keyed by ISIN and venue, with daily prices in the listing's own currency; every market with a directory adapter runs automatically; the price, dividend, financial-statement and fund-holding MCP tools accept them as MIC:TICKER (XPAR:AIR; see docs/equity-identity.md) |
| **Futures Positioning** | CFTC | ✅ | ✅ | Commitments of Traders (COT) data for 30+ futures contracts |
| **Market Indicators** | CBOE | ✅ | ✅ | VIX volatility index (1990+) and put/call ratios by category |
| **Government Contracts** | USAspending.gov | ✅ | ✅ | Federal contract awards to public companies — amounts, awarding agencies, dates, and NAICS/PSC codes |
| **FDA Catalysts** | FDA.gov | ✅ | ✅ | Advisory-committee (AdComm) meeting calendar — scheduled FDA panel dates, center, and title that act as regulatory catalysts for biotech/pharma stocks |