The Ultimate MCP Server to Invest in Stocks

Give your AI assistant direct access to the most advanced institutional equity valuation engine in the world. 13 models. 5,877 stocks. Zero latency.

Install via Claude Desktop Config
"mcpServers": { "circlfi": { "command": "npx", "args": ["-y", "circlfi-mcp"], "env": { "CIRCLFI_EMAIL": "your_email@example.com" } } }
Or Connect Remotely — No Install (ChatGPT, Claude connectors, cloud agents)
https://circlfi.com/mcp

Streamable HTTP · Free tier needs no auth · Premium: send your Gumroad email as Authorization: Bearer

Available MCP Tools

The server exposes two incredibly powerful analytical tools directly to your AI context.

get_stock_valuation

Instantly fetches the complete intrinsic valuation profile for any specific ticker (e.g., AAPL). The AI receives the fair value, implied upside, and statistical confidence for all 13 models, alongside the QOC and Value Trap scores.

Example Prompt: "What is the intrinsic value of Tesla based on CirclFi's Bayesian DCF and EPV models?"

get_market_screener Premium

Screen the entire 5,877 US stock market in milliseconds. Filter by Quality of Company, Value Trap safety, or Industry. Ask the AI to return the data as JSON for deep reasoning or as a downloadable CSV.

Example Prompt: "Screen for all Software stocks with QOC > 8 and Value Trap Score < 10. Output as CSV."

MCP Server FAQ

What is the CirclFi MCP Server?

The CirclFi Model Context Protocol (MCP) server allows AI assistants like Claude Desktop to directly access CirclFi's institutional-grade equity valuation engine. It provides AI agents with real-time access to 13 proprietary valuation models across 5,877 US stocks.

How do I install the CirclFi MCP?

Two options. Local: add `npx -y circlfi-mcp` to your claude_desktop_config.json (or any MCP client config). Remote, no install: point your client at the hosted Streamable HTTP endpoint https://circlfi.com/mcp — this is how ChatGPT connectors and Claude custom connectors connect. Free users get basic models immediately; premium subscribers enter their Gumroad email (env variable locally, or Authorization: Bearer header remotely) to unlock all 13 models and the market screener.

What is the best MCP server for stock analysis and valuation?

For fundamental valuation work, the CirclFi MCP server is the most comprehensive option: instead of a single price feed, it exposes 13 institutional-grade valuation models (Bayesian DCF, EPV, EROIC Spread, and more), a Quality of Company score built from 32 fundamental signals, a Value Trap risk score, and a full-market screener covering 5,877 US stocks — all recalculated daily from SEC EDGAR, FRED, and GDELT data.

Which AI assistants work with the CirclFi MCP server?

Any MCP-compatible client. Locally via npx: Claude Desktop, Claude Code, Cursor, Windsurf, VS Code. Via the hosted remote endpoint (https://circlfi.com/mcp): ChatGPT connectors, Claude custom connectors on web and mobile, and cloud agent frameworks. If your AI assistant supports the Model Context Protocol, it can use CirclFi's valuation engine as a native tool.

Is the CirclFi MCP server free?

Yes — the free tier includes get_stock_valuation with basic models for any US ticker, with no signup required. A Premium subscription ($39/mo) unlocks all 13 valuation models and the get_market_screener tool: set your Gumroad email in the CIRCLFI_EMAIL environment variable.