The Equibles MCP server lets an AI agent pull live financial data straight into the conversation. Point any MCP-capable client at the server URL and your assistant can search filings, read holdings, and analyse earnings calls with no glue code. Every tool is available on every plan.
https://mcp.equibles.com/mcp
Choose your client
Each client connects a little differently. Pick yours for setup, verification, and troubleshooting tailored to it.
- ChatGPT — developer-mode connector.
- Claude web — custom connector over OAuth.
- Claude Code — one-command install.
- Claude Desktop — connectors, no API key.
- Cursor —
mcp.jsonconfig. - VS Code — Copilot MCP config.
- Windsurf — Cascade MCP config.
- Gemini CLI — settings config.
- Any MCP client — the generic recipe.
Authentication
Most modern clients can sign in over OAuth — no key to copy or store. Any client can also use an API key, sent as a Bearer header or an ?api_key= query parameter on the URL. See Authentication for details.
What your agent can do
Once connected, just ask in plain English — the model picks the right tool. A few to try, spanning what the server covers:
Fundamentals & filings
Ownership & flows
Markets & screening
Browse every tool — each with its parameters, an example prompt, and a real sample of its output — in the tool reference. To string several together, follow a recipe; to bake in our research conventions, add the Claude Skill. Every call counts against your daily limit.
Troubleshooting
Your agent answered without calling Equibles?
If the numbers look plausible but the assistant never shows a tool call, it's answering from its own training data instead of live data — the single most common issue. Tell it explicitly to use the Equibles MCP server (or name the data, e.g. "using Equibles, show…"). If it still won't, confirm the connector is enabled for the conversation on your client's page.
Access denied or over your limit?
Re-check your API key or OAuth sign-in on your client's setup page. If you've used up today's calls, the server replies with a message explaining the limit — see Rate limits to raise it.