Circlfi Mcp

io.github.negm17111995Published by GitHub account negm17111995v1.1.0Updated Oct 24, 2026

13-model stock valuation engine for AI agents - fair values for 5,900+ US stocks, updated daily.

VerifiedStreamable HTTPWeb executableFinanceData & Analytics

Overview

AI-generated overview

CirclFi MCP gives an AI assistant stock valuation data for 5,900+ US tickers, with 13 models, quality scores and a market screener.

What you can do
  • Get a full intrinsic valuation profile for a US ticker: fair value, implied upside, per-model confidence, Quality of Company score and Value Trap risk score
  • Compare valuations across several tickers or models using the returned model output
  • Screen the whole US stock universe by minimum quality score, maximum value-trap score or industry, returned as JSON or CSV (premium)
When to use it
Useful when an assistant should answer questions about intrinsic value, fair value versus price, company quality or value-trap risk for US-listed stocks, or screen the market by quality and risk criteria. The free tier covers three models per ticker without an account.
Requirements
Either the hosted remote endpoint over Streamable HTTP, or a local process run with npx from the npm package circlfi-mcp (Node.js). No account or key for the free tier; premium access uses the Gumroad purchase email, set as CIRCLFI_EMAIL locally or sent as an Authorization bearer token to the remote endpoint. Network access to the CirclFi API is required.
Before you install
Premium access is tied to a Gumroad purchase email, which is sent as a bearer token or environment variable; treat it as a credential. Premium costs $39 per month or $299 per year. Tool calls are forwarded to the CirclFi API, so tickers and queries leave your machine. Output is quantitative model data for educational purposes, not financial advice.

Installation

In SourceWeft

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

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/io.github.negm17111995%2Fcirclfi-mcp/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config.

{
  "mcpServers": {
    "circlfi": {
      "type": "http",
      "url": "https://circlfi.com/mcp"
    }
  }
}

README

CirclFi MCP Server

[npm version] [MCP] [License: ISC]

The official Model Context Protocol (MCP) server for CirclFi — the institutional-grade equity valuation platform.

Give any AI assistant direct access to 13 valuation models across 5,900+ US stocks, recalculated daily from SEC EDGAR, FRED, and GDELT data. Intrinsic values, Quality of Company scores (32 fundamental signals), and Value Trap risk scores — as native AI tools.

Two ways to connect

Option A — Remote server (no install, works everywhere)

Point any MCP-compatible client at the hosted endpoint:

https://circlfi.com/mcp
  • Transport: Streamable HTTP (stateless), current MCP spec
  • Auth: none needed for the free tier. Premium subscribers send their Gumroad purchase email as a bearer token: Authorization: Bearer [email protected]
  • Works with ChatGPT connectors (developer mode), Claude custom connectors (web/desktop), agent frameworks, and any cloud client that can't run local processes.

Option B — Local stdio server (npm)

bash
npx -y circlfi-mcp

(Installing from GitHub also works: npx -y github:negm17111995/Circlfi-MCP)

Install in your client

Claude Desktop

Add to claude_desktop_config.json (macOS: ~/Library/Application Support/Claude/claude_desktop_config.json, Windows: %APPDATA%\Claude\claude_desktop_config.json):

json
{  "mcpServers": {    "circlfi": {      "command": "npx",      "args": ["-y", "circlfi-mcp"],      "env": { "CIRCLFI_EMAIL": "" }    }  }}

Restart Claude Desktop and look for the tools icon. Premium subscribers: put your Gumroad purchase email in CIRCLFI_EMAIL.

Claude Code
bash
claude mcp add circlfi -- npx -y circlfi-mcp

Or with premium access:

bash
claude mcp add circlfi -e [email protected] -- npx -y circlfi-mcp
Cursor

One-click install →

Or add to ~/.cursor/mcp.json:

json
{  "mcpServers": {    "circlfi": { "command": "npx", "args": ["-y", "circlfi-mcp"] }  }}
VS Code (Copilot / MCP)
bash
code --add-mcp '{"name":"circlfi","command":"npx","args":["-y","circlfi-mcp"]}'
Windsurf

Add to ~/.codeium/windsurf/mcp_config.json:

json
{  "mcpServers": {    "circlfi": { "command": "npx", "args": ["-y", "circlfi-mcp"] }  }}
ChatGPT (connectors / developer mode)

ChatGPT connects to remote MCP servers. In Settings → Connectors → Advanced → Developer mode, add a custom connector with the URL:

https://circlfi.com/mcp
Any other MCP client
  • Local: command npx, args ["-y", "circlfi-mcp"], optional env CIRCLFI_EMAIL
  • Remote: Streamable HTTP at https://circlfi.com/mcp, optional header Authorization: Bearer <gumroad-email>

Available tools

get_stock_valuation

Complete intrinsic valuation profile for any US ticker: fair value, implied upside, and statistical confidence per model, plus the Quality of Company (QOC) score and Value Trap risk score.

Free tier — 3 models, no signup: Bayesian DCF (10,000-run Monte Carlo with jump-diffusion), Earnings Power Value (Greenwald), CUCE Ensemble (meta-model).

Premium — all 13 models: the above plus EROIC Spread, First Chicago, Markov DDM, ML-RIV, Dynamic NAV, PWERM, Regime Cross-Sectional, Sentiment SOTP, FTNN Topology, and RCMH-DCF. Full methodology: circlfi.com/methodology

get_market_screener (Premium)

Screen all 5,900+ US stocks in one call. Filter by minimum QOC, maximum Value Trap score, or industry; return JSON for analysis or CSV for download.

Example prompts

  • "What is the intrinsic value of AAPL according to CirclFi?"
  • "Screen for Software stocks with QOC above 8 and Value Trap below 10, output as CSV."
  • "Compare the Bayesian DCF valuations of MSFT and GOOGL and tell me which trades further below fair value."

How it works (security & architecture)

This repository is a thin client — no proprietary algorithms, no API keys. Tool calls are forwarded to the CirclFi API (https://circlfi.com/api/mcp), which verifies premium subscriptions with Gumroad in real time and returns model output. Free-tier requests need no account at all. The hosted remote endpoint (https://circlfi.com/mcp) exposes the identical tools directly over Streamable HTTP.

All output is quantitative model data for educational purposes — not financial advice (disclaimer).

Pricing

  • Free: 3 models per stock, unlimited tickers
  • Premium ($39/mo or $299/yr): all 13 models + market screener — subscribe via Gumroad, then use your purchase email as CIRCLFI_EMAIL (local) or bearer token (remote)

Support

Open a GitHub Issue for server problems. For valuation methodology or subscription questions, see circlfi.com.

Source: README.md at commit a407d90

Tools

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Version history

1
  1. v1.1.0LatestSep 16, 2026

Score

85% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
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  • Tools listedRequired15 pts

    Answer tools/list without a credential, or ship a package that starts in a sandbox without one.

  • DescriptionRequired15 pts
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