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Equibles

Equibles

by Equibles
v1.0
AGPL-3.0
Repository Docs
Databases & Data
financesec-filingsmarket-datainsider-tradingself-hostedopen-source

Summary

Self-hosted financial data MCP server exposing 64 tools over SEC filings, XBRL financials, 13F holdings, insider and congressional trades, FRED and CFTC data.

Features

  • 64 self-hosted MCP tools with no account or API key required
  • SEC EDGAR 10-K, 10-Q and 8-K filings with full-text search
  • Parsed XBRL income statement, balance sheet and cash flow facts by fiscal period
  • 13F institutional holdings, Form 3/4/144 insider trades and congressional disclosures
  • FRED economic indicators plus CFTC and CBOE positioning data
  • Docker Compose stack with ParadeDB storage, web portal and background scrapers
  • Optional hosted tier adds 33 more tools including transcripts, options chains and a screener
  • AGPL-3.0 licensed, runs entirely on your own hardware

Installation

Set up this MCP server in your favorite AI agent — copy a ready-made configuration below.

Any MCP-compatible agent

Most agents (Claude, Cursor, Windsurf, VS Code, and more) read a standard mcpServers configuration.

  1. Open your agent's MCP configuration file.
  2. Merge the snippet below into it.
  3. Restart the agent — the "Equibles" tools will be available.
{
  "mcpServers": {
    "equibles": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "http://localhost:8081/mcp"
      ]
    }
  }
}

Description

Equibles is an open-source, self-hosted financial data server built for AI agents rather than human dashboards. It scrapes, stores and serves US market and regulatory data, then exposes all of it over the Model Context Protocol so Claude, ChatGPT, Cursor or any MCP client can query it directly.

The self-hosted core ships 64 MCP tools and needs no account or API key. Coverage includes SEC EDGAR filings (10-K, 10-Q and 8-K with full-text search), parsed XBRL income statement, balance sheet and cash flow facts per fiscal period, 13F-HR institutional holdings with ownership trends, NPORT/N-CEN/Form D fund filings, Form ADV investment adviser records, Form 3/4/144 insider transactions, congressional trading disclosures from House and Senate filings, SEC and FINRA short data, FRED economic indicators, CFTC and CBOE positioning, government contract awards and daily stock prices.

Deployment is a Docker Compose stack: ParadeDB (PostgreSQL with pgvector and pg_search) for storage, a web portal for browsing on port 8080, the MCP server on port 8081, and a worker running the SEC, FINRA, Congress, FRED, Yahoo, CFTC, CBOE, USAspending and FDA scrapers. Scraping begins automatically on first boot. You must set a contact email for SEC EDGAR's fair-access policy; the FINRA and FRED scrapers each want a free API key and skip gracefully without one.

A hosted option exists for anyone who would rather not run infrastructure: Equibles Cloud serves the same protocol and tool names from the same core and adds 33 further tools — 97 in total — covering earnings call transcripts and audio, real-time quotes, options chains with Greeks, LLM-extracted KPIs and guidance, buybacks, IPO filings, executive changes, valuation multiples and a US-market screener. The free cloud tier allows 100 requests a day without a card. The self-hosted project is AGPL-3.0 licensed and runs on .NET 10.

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