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…
equibles is an MCP project maintained in the daniel3303/equibles repository. The maintainer describes its purpose as “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…”. Read the project documentation for the complete scope.
The maintainer’s configuration uses http://localhost:8081/mcp. Check the project’s account and authentication instructions when adding the endpoint to your client.
Project documentation · Repository · Discovery listing. This profile records the public documentation checked on 2026-10-08.
Check the linked publisher documentation and your connected client's tool list. Names and availability can vary with the server version and account permissions.
| Tool | What it does |
|---|---|
| GetInstitutionCloneBacktest | backtest cloning a filer's 13F portfolio vs a benchmark |
| GetTopHolders | top institutional holders of a stock (13F-HR) |
| GetInstitutionalOwnershipHistory | institutional ownership trend across quarters |
| GetInstitutionPortfolio | an institution's 13F portfolio |
| SearchInstitutions | strict-first tokenized name/CIK search with filing date, 13F AUM, and position count |
| GetTopInstitutionalBuyersSellers | biggest adds/reductions on a stock this quarter |
| GetMarketWide13FActivity | market-wide 13F leaderboards |
| GetMostHeldStocks | stocks by institutional breadth |
| GetInstitutionSummary | filer summary (value, concentration, turnover) |
| GetInstitutionSectorAllocation | allocation by sector |
| GetInstitutionQuarterlyActivity | initiated/increased/reduced/exited vs prior quarter |
| CompareInstitutionPortfolios | portfolio overlap between two institutions |
| GetInstitutionConsensusHoldings | consensus portfolio of 2–25 institutions |
| GetInsiderTransactions | insider transactions from Forms 4/5 |
| GetInsiderOwnership | insider ownership ranked by shares |
| GetForm144ProposedSales | proposed sales from Form 144 |
| SearchInsiders | strict-first whole-word filed-name search with verified public-name aliases |
| SearchDocuments | hybrid keyword+semantic search across all filings, optionally scoped by ticker |
| SearchDocument | search within a single filing |
| ListFilings | browse filings market-wide or for one company, with date/type/8-K item filters |
| ReadDocumentLines | read a line range from a filing |
| SearchInvestmentAdvisers | strict-first tokenized adviser-name search (Form ADV) |
| GetInvestmentAdviser | ADV profile by CRD |
| GetFundNcenReports | fund ops from N-CEN with exact directory-identifier resolution |
| GetFundsHoldingStock | funds holding a stock |
| GetFormDOfferings | private placements (Form D) |
| GetFailsToDeliver | SEC FTD data |
| SearchFunds | strict-first tokenized fund/registrant/ticker search with verified share-class aliases |
| GetFundProfile | fund profile + NPORT-P holdings with explicit reported-versus-stored coverage counts |
| GetFinancialStatement | income/balance/cash-flow statement anchored to one period end; quarterly USD flows are reported discrete quarters or exact derived remainders, never YTD totals |
| GetFinancialFact | one concept over time with exact spans and stale-alias coverage warnings |
| CompareFinancialFact | a concept across companies |
| GetRevenueBreakdown | revenue by segment/geography/product plus reported segment operating income and derived margin |
| GetEconomicIndicator | a FRED series |
| GetLatestEconomicIndicators | latest values by category |
| SearchEconomicIndicators | strict-first tokenized curated-series search with standard macro aliases |
| GetEconomicCalendar | US macro release calendar |
| GetCftcPositioning | COT positioning for a contract |
| GetLatestCftcPositioning | latest COT snapshot |
| SearchCftcMarkets | strict-first tokenized search by name, code, or standard futures symbol |
| GetPutCallRatios | put/call ratios |
| GetVixHistory | VIX daily OHLC |
| GetFdaAdvisoryCommitteeMeetings | scheduled FDA advisory-committee meetings |
| GetCongressionalTrades | trades for a ticker |
| GetMemberTrades | a member's trades |
| GetMemberNetWorth | member net worth history |
| SearchCongressMembers | strict-first tokenized roster search with verified public-name aliases |
| GetShortVolume | daily short volume |
| GetShortInterest | bi-monthly short interest |
| GetShortInterestSnapshot | market-wide snapshot |
| GetLargestShortVolume | largest daily short volume |
| GetShortSqueezeScores | composite squeeze scores |
| GetOffExchangeVolume | dark-pool/OTC volume |
| GetStockPrices | daily OHLCV plus the stored auxiliary adjusted close when it differs |
| GetLatestClosingPrices | latest close/change/volume |
| GetDividendHistory | stored declared cash dividends for an exact stock or ETF listing |
| GetStochasticOscillator | stochastic oscillator (%K/%D) |
| GetAverageTrueRange | average true range (ATR) |
| GetOnBalanceVolume | on-balance volume (OBV) |
| GetBollingerBands | Bollinger Bands |
| GetGovernmentContracts | federal contract awards for a company |
| GetTopGovernmentContractors | largest public-company contractors |
{
"mcpServers": {
"equibles": {
"url": "http://localhost:8081/mcp"
}
}
}From the project documentation. Replace placeholders and example paths before connecting.
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