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 all of it over the Model Context Protocol, so Claude, ChatGPT, Cursor, or any agent can query it directly. 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 33 more tools, 97 in total — earnings call transcripts and audio, real-time quotes, options chains with Greeks, LLM-extracted KPIs and guidance, buybacks, IPO filings, executive changes, valuation multiples, and a full US-market screener. 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/mcpand 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 — 64 MCP tools, no account, no key. Equibles Cloud runs this exact core over the same protocol with the same tool names, and adds 33 more tools, 97 in total.
| Domain | Data Source | Self-hosted | Equibles Cloud | Description |
|---|---|---|---|---|
| SEC Filings | SEC EDGAR | ✅ | ✅ | 10-K, 10-Q, 8-K annual/quarterly/current reports 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 Form 3/4/144 | ✅ | ✅ | Director, officer, and 10% owner transactions, plus 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) |
| 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 |
| Earnings Call Transcripts | Company webcasts | — | ✅ | Full quarterly-call transcripts with speaker attribution, searchable alongside filings |
| Earnings Call Audio | Company webcasts | — | ✅ | The recorded call itself, playable and aligned to the transcript |
| Earnings Briefs, Guidance & Narrative Shift | Earnings calls + releases | — | ✅ | Verifier-approved quarter summaries, call quotes, derived narrative changes, management guidance revisions, and reported results versus prior company guidance |
| Live Quotes | Licensed market feed | — | ✅ | Real-time US equity quotes |
| Options Chains | Licensed options feed | — | ✅ | Chains by expiration and strike with bid/ask, volume, open interest, implied volatility, and delta/gamma/theta/vega |
| Company KPIs | Filings + earnings releases | — | ✅ | Operating metrics a company reports but XBRL never standardised, plus GAAP-to-non-GAAP bridges |
| Guidance | Earnings releases + calls | — | ✅ | Management's forward guidance, its ranges, and how it moved between quarters |
| Buybacks & ATM | 8-K / 10-Q | — | ✅ | Authorised repurchase programs and at-the-market equity programs, with amounts and dates |
| IPO Feed | SEC S-1 / F-1 | — | ✅ | New registrations with offer terms, underwriters, risk factors, and pre-IPO financials |
| Investor Relations | Company IR sites | — | ✅ | Upcoming events, conference appearances, and IR newsroom releases |
| Executives | SEC 8-K / DEF 14A | — | ✅ | Appointments and departures, plus Summary Compensation Table figures |
| Valuation Multiples | Derived | — | ✅ | Current and historical P/E, P/S, P/B, EV/EBIT, EV/EBITDA and more, with the periods each was computed from |
| Screener | Derived | — | ✅ | Filter the whole US market on valuation, margins, growth, ownership, short data, and dividends |
| Smart Money | Derived | — | ✅ | Insider sentiment scores, super-investor portfolios, and market-wide congressional activity |
| Risk Flags | SEC filings | — | ✅ | Going-concern language and customer-concentration disclosures |
| Market Context | Derived | — | ✅ | Correlated stocks, plus market calendar and open/closed status |
Why Some Data Is Cloud-Only
Nothing above is held back from this repo. The cloud-only rows are data whose production needs infrastructure you would not stand up at home:
- Transcripts and audio — earnings calls are webcasts, not filings. Each one has to be discovered and recorded by a browser fleet, then put through GPU speech-to-text with speaker diarization, every call, every quarter.
- Live quotes and options chains — licensed real-time feeds, plus an always-on streaming service to fan them out. Neither the licence nor the uptime fits in a container on a laptop.
- KPIs, guidance, buybacks, IPO terms, executives, risk flags — pulled out of filings, proxies, and earnings releases by LLM extraction lanes with verification passes and a human review queue, which needs sustained inference capacity.
- Investor-relations events and news — collected from thousands of company IR sites, needing the same stealth browser fleet as the webcasts.
- Multiples, screener, smart money, market context — derived, and only meaningful over a fully backfilled corpus of the whole market rather than the tickers you happen to have scraped so far.
Beyond the data, the cloud is already backfilled and kept current, and it is managed — no scrapers to babysit. This repo is free forever under AGPL-3.0; the cloud has a free tier at 100 requests/day with no card.
Start on the free tier, and self-host whenever you'd rather own the stack.
Quick Start
Docker Compose (recommended)
The fastest way to get everything running. Requires Docker.
git clone https://github.com/daniel3303/Equibles.git
cd Equibles
cp .env.example .env
# Edit .env and set SEC_CONTACT_EMAIL (required by SEC EDGAR fair access policy)
docker compose up
This starts:
| Service | Port | Description |
|---|---|---|
| db | 5432 | ParadeDB (PostgreSQL + pgvector + pg_search) |
| web | 8080 | Web portal for browsing data |
| mcp | 8081 | MCP server for AI assistants |
| worker | — | Scrapers (SEC, FINRA, Congress, FRED, Yahoo, CFTC, CBOE, USAspending, FDA) |
Data scraping starts automatically. SEC filings, holdings, insider trades, and congressional trades will begin populating within minutes.
Configuration
All settings can be configured via a .env file in the project root (recommended for Docker) or environment variables.
FINRA Short Data (free API key required):
The FINRA scraper (short volume and short interest) requires a free API key. Without it, the scraper skips gracefully and all other scrapers run normally. Fails-to-deliver data comes from SEC and works without FINRA credentials.