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Claude Code

Connect Claude Code

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  1. Sign in or create a free account — we'll bring you back to this Claude Code guide.
  2. Follow the Claude Code connection steps below. Use the authentication method in this guide; OAuth does not need an API key.

  3. Enable Equibles in your AI conversation, then try:

    Using Equibles, who are NVIDIA's top institutional holders? Include the reporting period and source links.

  4. Confirm your AI shows an Equibles tool call and an answer with sources, not a connection or quota error.

    Troubleshoot a missing or failed request

Claude Code connects to the Equibles MCP server with one command and signs you in over OAuth, so there is no key or config file to manage. An API key also works.

Once added, Claude Code can pull stock data straight into your terminal session: SEC filings and full-text search, 13F institutional holdings, insider and congressional trades, short interest, daily prices, fundamentals, earnings-call transcripts and FRED series, each figure cited to its source. It is free to start with no credit card.

1. Install Claude Code

Install the CLI from claude.com/claude-code, then run claude in any terminal.

2. Add the Equibles server

Run this command, and you sign in over OAuth on first use:

claude mcp add --transport http equibles https://mcp.equibles.com/mcp

Run /mcp inside Claude Code, select Equibles and choose Authenticate (or Re-authenticate if that is what it shows) to sign in, then confirm it registered with claude mcp list.

Prefer an API key? Create one at /dashboard/apikeys (it starts with eq_ and is shown once), then run:

claude mcp add-json equibles '{"type":"http","url":"https://mcp.equibles.com/mcp","headers":{"Authorization":"Bearer eq_your_api_key"}}' --scope user

--scope user makes Equibles available in every project. Drop it to add the server to the current project only.

3. Test it

Start claude and ask any of these, and the assistant should call an Equibles tool. Name Equibles in the prompt, "using Equibles, ...", or Claude may answer from memory or reach for its web search instead of the sourced data:

› Using Equibles, compare NVDA's latest earnings call with the previous quarter. Build a management accountability scorecard showing what was promised, delivered, missed, or is too early to judge; compare prior guidance with filed results; flag achievements that exceeded or were not foreshadowed by management's prior outlook; explain changes in tone and priorities; and cite every conclusion. Earnings
› Who are NVIDIA's top institutional holders this quarter? 13F
› Summarize Microsoft's most recent earnings call. Earnings

Troubleshooting

Connected but requests fail? See shared connection troubleshooting for OAuth sign-in and API-key errors. Keep the setup URL above if your connection works.

Server not appearing?

Run claude mcp list to confirm it registered, then start a fresh claude session — a running session won't pick up a newly added server.

Model answers without Equibles data?

It answered from memory or from its own web search. Start the prompt with "using Equibles, ..." so it calls the tools.

401 / access denied?

Added with claude mcp add? Run /mcp inside Claude Code, select Equibles and choose Re-authenticate (or Authenticate if that is what it shows) to sign in again. If that does not help, run claude mcp remove equibles, re-run the claude mcp add command above and authenticate. Using an API key? Run claude mcp remove equibles, then re-run the add-json command with the full key you copied when you created it, not the shortened prefix the dashboard lists later. If you no longer have it, create a new one at /dashboard/apikeys. If you're over your daily limit, see Plans & limits.

Need a hand? Contact support. Connect your AI