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