EquiVault MCP is an MCP (Model Context Protocol) server provided by the EquiVault platform, used to connect AI-driven stock research tools to Claude.
Purpose: This tool is aimed at users who need stock research, allowing access to EquiVault's stock research capabilities through Claude in natural language, covering fundamentals, financial statements, financial ratios, market quotes, stock screening, peer comparison, insider transactions, and portfolio analysis, among others.
Main capabilities: The functional modules listed in the materials include Core Research (M1), Company Deep Data (M2), Signals and Alerts (M3), Briefings, Portfolio and Media (M3), and Advanced Composite Features (M3). Detailed functional descriptions for each specific module are not yet provided.
How to use: The MCP server needs to be added to the Claude desktop configuration file ~/Library/Application Support/Claude/claude_desktop_config.json, and then credentials need to be set. The materials do not provide the specific configuration code or credential setup steps.
Applicable scenarios: The example prompts given in the materials include: researching a company (e.g., "What are Apple's latest annual financial data and key metrics?"), screening opportunities (e.g., "Find tech companies with a market cap over 10 billion USD and a P/E ratio below 20"), comparing competitors (e.g., "Compare the revenue growth and profit margins of Microsoft, Google, and Amazon"), and checking account status (e.g., "How many queries do I have left this month?").
Limitations: The materials do not state fees, pricing, platform support scope, data coverage, or usage restrictions. The repository provides documentation such as EXAMPLES.md (real Claude prompts for each tool category), docs/ALIGNMENT.md (how MCP and platform API versions are kept in sync), CHANGELOG.md (release notes for each version), and CONTRIBUTING.md (development workflow and conventions).
