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MCP server · Security

equivault/equivault-mcp

· github.com/equivault/equivault-mcp

mcp`.

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Scored 4 months ago · breakdown

About equivault/equivault-mcp

equivault/equivault-mcp is an MCP server in the Security category: mcp`. It has been installed 0 times through Conduid.

Install

Clone
git clone https://github.com/equivault/equivault-mcp

This server has no ConduID identity, so agent calls to it are not receipted. Pin the version you install and review the source before granting it credentials.

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README

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

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

Company Deep Data (M2)

Tool Description Tier
get_company_narrative Investment thesis, drivers, headwinds, tailwinds Starter+
get_guidance Management guidance tracker with beat/miss outcomes Professional+
get_segments Revenue and operating-income by business segment Professional+
get_capital_allocation Buybacks, dividends, debt, M&A, capex history Professional+
get_risk_factors Risk-factor evolution from filings Professional+
get_insider_transactions Insider buys, sells, 10b5-1 flag Advisor+
get_earnings_quality Accruals, cash conversion, non-GAAP flags Professional+
get_debt_maturities Debt maturity schedule Professional+
get_competitive_signals Market share, new entrants, pricing signals Professional+
get_management_statements Notable management statements with sentiment Advisor+
get_accounting_snapshots Accounting policies and period-over-period changes Professional+
get_strategy_profiles Available investment strategy profiles All

Composite (M2)

Tool Description
analyze_company One-shot: profile + financials + metrics + narrative
company_deep_dive Everything in analyze_company + all 10 profile sections

Signals & Alerts (M3)

Tool Description Tier
get_signals Paginated signals for a single company Analyst+
get_signal_summary Count breakdowns by type/severity + unread count Analyst+
get_signal_dashboard Portfolio-wide signal overview Analyst+
get_signal_trends Time-bucketed activity across portfolio Analyst+
get_trending_signals Cross-company trending signals right now Analyst+
create_alert Create an alert rule Advisor+
update_alert Update an alert rule Advisor+
delete_alert Delete an alert rule Advisor+

Briefs, Portfolio & Media (M3)

Tool Description Tier
list_briefs List investment briefs (filter by company or followed) Starter+
get_brief Full brief content with scorecard Starter+
get_portfolio_analytics Return, Sharpe, sector allocation, winners/losers Analyst+
list_media Earnings calls, podcasts, presentations, press releases Starter+
get_guru_holdings Prominent-investor portfolio holdings & changes Analyst+
get_markets Available markets (code, country, currency, MIC) All

Advanced Composite (M3)

Tool Description
morning_briefing Signal dashboard + trending + briefs + optional portfolio — in one call
research_report company_deep_dive + recent signals + related briefs, ready-to-render

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

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

README mirrored from the source repository 4 months ago. The original is authoritative.

Questions

About equivault/equivault-mcp

How do I install equivault/equivault-mcp?

Run git clone https://github.com/equivault/equivault-mcp, then add the server to your MCP client's configuration. Conduid has recorded 0 installs, so the command is known to work with current clients.

Is equivault/equivault-mcp safe to use with an AI agent?

Its trust score is 34 out of 100 (low). Conduid hasn't run static security checks on this repository yet, so review the source yourself before granting it credentials. It has no ConduID identity yet, so agent calls to it are not receipted.

Is equivault/equivault-mcp still maintained?

Conduid hasn't recorded a commit date for this repository yet. Check the repository directly for recent activity.