equivault/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:
Claude Code
Then set your credentials:
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+ |