EquiVault

What it does

EquiVault is an official Model Context Protocol (MCP) server that integrates AI-powered equity research directly into Claude. It provides 38 specialized tools covering company fundamentals, financial statements, financial ratios and metrics, real-time stock quotes, stock screening, peer comparison analysis, investment narratives, earnings guidance tracking, and business segment analysis.

How to set up

EquiVault operates as an MCP server that connects to Claude. Installation involves configuring the MCP server connection in your Claude environment by adding the equivaultmcp server configuration. Users need to authenticate with EquiVault credentials to access the financial data and research tools. Detailed setup instructions are available in the GitHub repository.

Key features

• 38 integrated equity research tools
• Company fundamentals and financial statement analysis
• Financial ratios and key metrics calculation
• Real-time stock quotes and market data
• Advanced stock screening and filtering
• Peer company comparison and benchmarking
• Investment narrative generation and analysis
• Earnings guidance tracking
• Business segment analysis and reporting
• Direct integration with Claude AI