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Claude Desktop

Connect Claude Desktop

Choose another client
  1. Sign in or create a free account — we'll bring you back to this Claude Desktop guide.
  2. Follow the Claude Desktop 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 Desktop connects to the Equibles MCP server as a custom connector — sign in over OAuth and there's no key to manage.

Once connected, Claude Desktop can pull stock market data on request: SEC filings, 13F institutional holdings, insider and congressional trades, short interest, 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 Desktop

Download the desktop app from claude.com/download and sign in.

2. Add the Equibles server

Add Equibles as a custom connector over OAuth:

  1. Open Settings → Connectors.
  2. Click Add custom connector.
  3. Paste the server URL: 
    https://mcp.equibles.com/mcp
  4. Click through to sign in to Equibles and approve access. Claude Desktop holds a short-lived OAuth token — no key to copy.

Prefer an API key? Instead of signing in, paste a URL with your key from /dashboard/apikeys:

https://mcp.equibles.com/mcp?api_key=eq_your_api_key

3. Ask for Equibles by name

Confirm the connector is enabled, then ask for it by name: "using Equibles, ...".

Claude has its own web search, and left to choose it will often browse for a figure rather than call the connector. Naming Equibles gets you the processed, cited data, the filing and period behind every number, instead of whatever a search result says.

4. Test it

Open a new chat and ask any of these, and Claude should call an Equibles tool:

› 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.

Connector not appearing?

Fully quit and reopen Claude Desktop after adding it — a reload isn't enough.

Claude answers without Equibles data?

It answered from memory or from its own web search. Confirm the connector is enabled, then re-ask starting with "using Equibles, ...". Naming the connector is the reliable way to keep Claude off web search and on the sourced data.

Access denied?

Re-approve the connector in Settings → Connectors. If you're using a key, use 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