daniel3303/Equibles

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Self-hosted, open-source financial data MCP server for AI agents — SEC filings, XBRL financials, 13F holdings, insider & congressional trades, short interest, FRED, CFTC/CBOE and daily prices across 64 MCP tools. Equibles Cloud adds earnings call transcripts, live quotes, options chains with Greeks, guidance and a screener.

198 ★23 forksC#Updated 18d ago

What you need to know

Self-hosted, open-source financial data MCP server - a Bloomberg Terminal alternative for AI agents covering SEC filings, 13F holdings, insider trades, FRED and more

Install

git clone https://github.com/daniel3303/Equibles.git
cp .env.example .env
docker compose up

Usage

  • •Point your AI assistant at http://localhost:8081/mcp (HTTP transport)
  • •Ask questions about institutional holdings, insider trading, SEC filings, financial statements and market data

Key features

  • ✓64 self-hosted MCP tools over SEC EDGAR, XBRL, 13F, insider and congressional trades, FINRA/SEC short data, FRED, CFTC, CBOE, USAspending, FDA
  • ✓Web portal for browsing stocks, institutions, advisers and economic data
  • ✓ParadeDB (PostgreSQL + pgvector + pg_search) storage with optional vector embeddings
  • ✓Optional Equibles Cloud adds 33 more tools

Best for

AI agents that need deep US financial and market data with self-hosting

Caveats

  • ⚠FINRA short data and FRED require free API keys
  • ⚠Requires SEC_CONTACT_EMAIL per EDGAR fair access policy
  • ⚠Optional vector search needs Ollama (~2GB) and Qwen3-Embedding-0.6B model (~640MB)
Platforms: Docker · Self-hostedClients: Claude · ChatGPT · OpenClaw · Any MCP client

Reviewed 2026-08-11

Topics

aiai-agentsartificial-intelligenceclaudeearnings-callsfinancefinancial-datafintechinsider-tradingllmmarket-datamcpmcp-servermodel-context-protocoloptions-tradingquantitative-financesecsec-filingsself-hostedstock-market
Stars
198★
Forks
23
Language
C#
License
AGPL-3.0
Created
2026-03-24
Last push
2026-08-17