Canli Markets

io.github.arhancanliv0.2.1Updated Oct 11, 2026

Markets, funds and the economy from the sources: options, shorts, filings, Fed, macro, prices.

Overview

AI-generated overview

Gives an assistant read-only access to public US market, fund, filing and macroeconomic data from SEC, Treasury, FRED, World Bank and price sources.

What it does
Exposes many read-only tools over public financial sources: company profiles and filings, filing text search, earnings calendars, segment revenue, insider trades, fund and 13F holdings, large holders, short interest, options chains, volatility surfaces, futures positioning, Treasury yields and auctions, FRED series, FOMC decisions, and World Bank country data. It also offers cross-market research tools such as company screening, one-call company reports, event studies and filing phrase trends. Results are tabular and include the source URL and document evidence, so figures can be cited and checked.
When to use it
Useful when an assistant needs to answer questions about US-listed companies, funds, filings, options, short interest or macro data without building its own data pipeline. It suits research and analysis workflows that need citable, source-linked figures rather than a single company lookup.
Requirements
Runs locally over stdio, typically via npx. No account is required for the default keyless price source. Optional environment variables: SEC_USER_AGENT (name and email for SEC fair access), ALPACA_API_KEY_ID and ALPACA_API_SECRET_KEY, or TIINGO_API_KEY for alternative US stock prices. Network access to the public data sources is needed.
Before you install
Read-only data access; no trading or write actions are described. Optional credentials ALPACA_API_KEY_ID, ALPACA_API_SECRET_KEY and TIINGO_API_KEY are secrets and should be handled as such. Keyless prices come from an unofficial Yahoo Finance source for personal use and may change or stop. Some FRED series are copyrighted, filings are shown as filed and unverified, and the server states it is not investment advice.

Installation

In SourceWeft

  1. Open Canli Markets in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Desktop only via STDIO. STDIO servers start a local process, so they need the SourceWeft desktop host.

Other MCP clients

Follow the launch instructions in the repository.

README

canli-markets-mcp

Public market data for AI agents, read from the sources themselves: SEC EDGAR, the US Treasury, FRED, the World Bank and prices for stocks, currencies, futures, indices and crypto, with no key and no account. Every request goes from your machine straight to the source, and every result names the URL it came from, so an agent can cite it.

json
{ "mcpServers": { "canli-markets": { "command": "npx", "args": ["-y", "canli-markets-mcp"] } } }

Set SEC_USER_AGENT to your name and email ("Jane Doe [email protected]"), as SEC's fair-access policy asks. Prices need no key: they come from Yahoo Finance's public chart data, which is unofficial and for personal use under Yahoo's terms. To use your own account instead, set ALPACA_API_KEY_ID and ALPACA_API_SECRET_KEY (paper keys work) or TIINGO_API_KEY; CANLI_KEYLESS_PRICES=0 turns the keyless source off.

Research across the whole market

Other finance servers answer one company at a time. These answer questions about the market:

ToolWhat it answersSource
screen_companiesRank every US-listed company (about 3,800 with FY2025 data) on revenue, growth, margins, ROE, ROA, free cash flow, R&D intensity or leverage, with filters and valuation for the shortlistSEC XBRL frames, prices
company_reportEverything about one company in one call: five years of financials, valuation, a year of price and risk, insider buying and selling, recent filingsSEC, prices
event_studyHow the stock reacted to earnings releases, insider purchases or sales, or any dates: abnormal returns against a market model, with a t test across eventsSEC filing times, prices
mentions_trendHow often filings mention a phrase, by month, quarter or yearEDGAR full-text search

Examples: "Which large companies grew revenue fastest in 2025, and what do they trade at?", "Rank companies over $50 billion of revenue by R&D intensity", "Does NVIDIA's stock rise after its earnings releases?", "How fast are filings adopting the phrase 'agentic AI'?".

Figures no real company reports (one 2026 filing tagged $1.157 billion of net income as $1,157 billion) are held out of rankings and listed apart, with the reason.

Every result also carries evidence: the documents read, with the SHA-256 of the exact bytes received and when, so any figure can be checked against the same document later.

Tools

ToolWhat it answersSource
company_profileWho is this company or fund: tickers, industry, fiscal year, latest 10-K/10-Q/8-K/13FSEC
list_filingsWhat has it filed: by form and date, with linksSEC
read_filingWhat does the filing say: one 10-K/10-Q item ("risk factors", "md&a"), an 8-K press release (EX-99.1), pagedSEC
search_filingsWhich filings mention a phrase, since 2001EDGAR full-text search
company_eventsA company's news from its 8-Ks (earnings, deals, executive changes, restatements, bankruptcies, cyber incidents): the headline of the press release attached, and the filing's own words; or one kind of event across the marketForm 8-K
earnings_calendarA company's results release dates with the quarter covered and before the open or after the close, and the next one estimated from the same quarter last year; or who is due to report in a window across the marketSEC EDGAR (8-K Item 2.02)
segment_revenueWhere revenue comes from: by segment (with operating income), product and region, three years, checked against total revenue10-K/10-Q XBRL
insider_tradesWho inside bought or sold, at what price, under a 10b5-1 plan or notForm 4
fund_holdingsWhat a fund manager holds, its weights, and what it bought and sold last quarter13F
investment_advisersWho an investment adviser is: registration, offices, other names, disclosure flags, Form ADV and brochuresSEC Form ADV (IAPD)
large_holdersWho owns more than 5 percent, passive (13G) or activist (13D, with its stated purpose); or the week's new activist stakes across the marketSchedules 13D and 13G
private_offeringsWho is raising private money (startups, private equity, hedge and real estate funds): amount sold, investors, exemption, peopleForm D
fails_to_deliverShares that failed to settle for a stock over the last month, or the largest fails across the marketSEC fails-to-deliver data
off_exchange_volumeHow much of a stock trades in dark pools and with other off-exchange dealers each week, and whereFINRA OTC transparency
short_interestHow heavily a stock is shorted (shares short, days to cover, share of shares outstanding), or the market's most shortedFINRA
futures_positioningWho is long and short in a futures market (managed money, dealers, asset managers, leveraged funds) and how crowdedCFTC Commitments of Traders
executive_payWhat executives are paid against how the company did (reported and actually-paid pay, TSR vs peers), five years; or CEO pay ranked across the marketProxy pay-versus-performance XBRL
index_constituentsThe members of the S&P 500, Nasdaq 100, Russell 2000 and other indexes, with weightsN-PORT of a tracking ETF
fund_portfolioWhat a mutual fund or ETF holds (VOO, IVV, AGG): every position, exposures, a bond fund's coupon and maturity, monthly returns and money in and outForm N-PORT
economic_calendarWhen the data comes out: BLS, BEA, Census and FOMC release dates and times, the market-moving ones flaggedThe agencies' own schedules
fomcThe Fed's decisions for a year (action, target range, vote and dissenters), the latest statement and the dot-plot mediansFederal Reserve
treasury_yieldsThe Treasury curve (nominal, real, bills) for a day or a rangeUS Treasury
economic_seriesAny FRED series by id or words ("core inflation"), as levels, changes or year-over-yearFRED
options_chainAn option chain with IV, greeks, open interest, put/call ratios, max pain and the expected moveCboe delayed quotes
volatility_surfaceImplied volatility term structure, 25-delta skew and the smileCboe delayed quotes
futures_curveThe VIX futures curve (and other Cboe futures) against the index: contango or backwardationCboe settlements
price_historyDaily to monthly bars for stocks in the US and abroad, currencies, futures, indices and crypto, adjusted, with dividends and splits, as columnsYahoo Finance (no key), or Alpaca or Tiingo (your key) for US stocks
treasury_auctionsHow each Treasury auction went (yield, bid-to-cover, who bought) and which auctions come nextUS Treasury Fiscal Data
federal_debtThe US debt each business day, and the average rate the Treasury pays on itUS Treasury Fiscal Data
economic_outlookThe OECD's projections for the next two years: growth, inflation, unemployment, deficits, debt, current account, ratesOECD Economic Outlook
world_economyAny country's economy: GDP and growth, inflation, unemployment, debt, deficits, trade, reserves, for 200+ countries and regionsWorld Bank (CC BY 4.0)

Examples an agent can now answer in one or two calls: "What are the new risk factors in Nvidia's latest 10-K?", "Did any Tesla insider buy shares on the open market this year?", "What did Berkshire Hathaway sell last quarter?", "Where is the 2s10s spread today?", "What is core PCE inflation year over year?".

Results are columns and rows, so a series feeds straight into analysis: with canli-mcp, economic_series or price_history output goes into any of its 235 quant tools in the same batch.

Checked against the source

The tests replay real SEC, Treasury and FRED responses and check values read off the documents: Berkshire Hathaway's 13F for the quarter ending 30 June 2026 totals $299,253,556,246 over 89 entries, exactly the figures on its cover page; Apple's 10-K risk factors come back as Item 1A alone; a Tesla Form 4 sale reads 2,605.75 shares at $360.134.

Limits

  • Filings are shown as filed; nothing is edited or verified.
  • Form 4 is due two business days after a trade; Form 5 filings are not read.
  • A 13F lists long US-listed equity and option positions at quarter end, filed up to 45 days later; it omits shorts, cash and confidential positions. Amendments are not merged.
  • FRED revises recent values of many series; some series are copyrighted by their sources.
  • Keyless prices are Yahoo Finance's unofficial chart data, for personal use; they can change or stop without notice. Alpaca's free IEX feed reports IEX volume only.
  • Not investment advice.

See SECURITY.md for exactly what is sent where.

Source: mcp-markets/README.md at commit d2d0c99

Tools

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Version history

1
  1. v0.2.1LatestOct 11, 2026