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-mcp

Then set your credentials:

export EQUIVAULT_API_KEY=your-api-key
export EQUIVAULT_TENANT_ID=your-tenant-id

Configuration

Tools

Core Research (M1)

Company Deep Data (M2)

Composite (M2)

Signals & Alerts (M3)

Briefs, Portfolio & Media (M3)

Advanced Composite (M3)

Examples

Research a company:

"What are Apple's latest annual financials and key metrics?"

Screen for opportunities:

"Find technology companies with a market cap over $10B and P/E ratio under 20."

Compare competitors:

"Compare Microsoft, Google, and Amazon on revenue growth and profit margins."

Check account status:

"How many queries do I have left this month?"

Documentation

• EXAMPLES.md — Real Claude prompts for every tool category
• docs/ALIGNMENT.md — How the MCP stays in sync with platform API versions
• CHANGELOG.md — Release notes per version
• CONTRIBUTING.md — Development workflow and conventions

Development

# Clone and install
git clone https://github.com/equivault/equivault-mcp
cd equivault-mcp
npm install

# Build
npm run build

# Run tests
npm test

# Type check
npm run typecheck

# Watch mode (development)
npm run dev

License

MIT