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](/docs/mcp/chatgpt) — developer-mode connector.
- [Claude web](/docs/mcp/claude-web) — custom connector over OAuth.
- [Claude Code](/docs/mcp/claude-code) — one-command install.
- [Claude Desktop](/docs/mcp/claude-desktop) — connectors, no API key.
- [Cursor](/docs/mcp/cursor) — `mcp.json` config.
- [VS Code](/docs/mcp/vscode) — Copilot MCP config.
- [Windsurf](/docs/mcp/windsurf) — Cascade MCP config.
- [Gemini CLI](/docs/mcp/gemini-cli) — settings config.
- [Any MCP client](/docs/mcp/other) — 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](/docs/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**

- What did NVIDIA guide for next quarter's revenue? — Guidance
- Show Apple's gross margin trend over the last 8 quarters. — Financials
- Summarize the risk factors in Tesla's latest 10-K. — Filings
- What KPIs did Netflix report last quarter? — KPIs

**Ownership & flows**

- Which hedge funds bought the most NVIDIA last quarter? — 13F
- Has any member of Congress traded Palantir this year? — Congress
- Show recent insider selling at Microsoft. — Insider
- What's in Berkshire Hathaway's latest 13F? — 13F

**Markets & screening**

- Screen for profitable software stocks under a 20 P/E. — Screener
- Which stocks have the highest short-squeeze scores today? — Short interest
- Compare EV/EBITDA for AMD, NVIDIA, and Intel. — Valuation
- What's the latest CPI and unemployment rate? — Macro

Browse every tool — each with its parameters, an example prompt, and a real sample of its output — in the [tool reference](/docs/mcp/tools). To string several together, follow a [recipe](/docs/recipes); to bake in our research conventions, add the [Claude Skill](/docs/mcp/claude-skill). Every call counts against your [daily limit](/docs/rate-limits).

## 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](/docs/mcp).

**Access denied or over your limit?**

Re-check your API key or OAuth sign-in on your [client's setup page](/docs/mcp). If you've used up today's calls, the server replies with a message explaining the limit — see [Rate limits](/docs/rate-limits) to raise it.