equivault-mcp
MCP server for EquiVault — AI-powered equity research tools for Claude.
Quick Start
Claude Desktop
Add to ~/Library/Application Support/Claude/claude_desktop_config.json:
{
"mcpServers": {
"equivault": {
"command": "npx",
"args": ["-y", "equivault-mcp"],
"env": {
"EQUIVAULT_API_KEY": "your-api-key",
"EQUIVAULT_TENANT_ID": "your-tenant-id"
}
}
}
}Claude Code
claude mcp add equivault -- npx -y equivault-mcpThen set your credentials:
export EQUIVAULT_API_KEY=your-api-key
export EQUIVAULT_TENANT_ID=your-tenant-idConfiguration
| Variable | Required | Default | Description |
|---|---|---|---|
EQUIVAULT_API_KEY |
Yes | — | Your EquiVault API key |
EQUIVAULT_TENANT_ID |
Yes | — | Your EquiVault tenant ID |
EQUIVAULT_BASE_URL |
No | https://api.equivault.ai/api/v1 |
API base URL (override for self-hosted) |
Tools
Core Research (M1)
| Tool | Description |
|---|---|
search_companies |
Search companies by name, ticker, or keyword |
get_company |
Get detailed company profile |
get_financials |
Financial statements (income, balance sheet, cash flow) |
get_metrics |
Financial ratios and metrics time-series |
get_stock_quote |
Current stock price, change, and volume |
screen_companies |
Filter companies by financial criteria |
compare_companies |
Side-by-side peer comparison |
get_billing_status |
Check subscription tier and API usage |






