Opencapital

sh.opencapitalPublished by opencapital.shOfficial publisherv1.1.0Updated Nov 2, 2026

Give your AI deep fundamentals on US public companies — metrics, segments, peers. Free.

VerifiedStreamable HTTPWeb executableFinanceKnowledge & Memory

Overview

AI-generated overview

Hosted MCP server giving an assistant read-only research on US public companies: fundamentals, segments, peers and SEC filing text.

What you can do
  • Screen and filter companies and financial metrics, and list valid filter values
  • Look up metric definitions, quarterly/annual/TTM history and peer comparisons
  • Break line items down by product, business or geography segment
  • Read business overviews, ranked competitor lists and semantic search over SEC filing prose
  • Read and edit the user's own watchlist, and view linked brokerage holdings
When to use it
Useful when you want an assistant to answer questions about US-listed companies from SEC filings — screening for stocks, comparing peers, tracing segment revenue or searching MD&A and risk factors — without building your own data pipeline.
Requirements
A remote Streamable HTTP endpoint; nothing to install locally. OAuth 2.0 sign-in (Google) granting read-only access. Free tier allows 100 queries per day without a credit card; paid plans remove the cap. Portfolio holdings require a linked brokerage account.
Before you install
Sign-in grants the client read-only access to your OpenCapital watchlist and, if you link one, brokerage holdings. The watchlist tools are the only write surface and change your own watchlist. Data is derived from SEC filings and the project is not affiliated with the SEC; verify figures before relying on them.

Installation

In SourceWeft

  1. Open Opencapital in the dashboard and add it to a workspace.
  2. Connect the required credentials. They are stored privately and never shown on public pages.
  3. 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/sh.opencapital%2Fmcp/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. The client completes OAuth sign-in on first connect.

{
  "mcpServers": {
    "opencapital": {
      "type": "http",
      "url": "https://api.opencapital.sh/mcp"
    }
  }
}

README

OpenCapital MCP Server

Every US public company, sourced from SEC filings — now available to your AI assistant.

OpenCapital is a hosted Model Context Protocol (MCP) server that gives Claude, ChatGPT, Cursor, Codex, and any other MCP-capable client read-only access to what every US public company actually reports — fundamentals, segment breakdowns, peer comparisons, and earnings for thousands of US-listed equities (common shares and ADRs), all derived directly from SEC filings.

You don't run anything. The server is hosted on OpenCapital's infrastructure. You add one URL to your client, sign in once, and start asking.

https://api.opencapital.sh/mcp
  • Transport: Streamable HTTP (remote MCP server)
  • Auth: OAuth 2.0 — sign in with Google, grant read-only access
  • Free tier: 100 queries/day, no credit card. Paid plans remove the cap.
  • Data: Fundamentals, segments, and earnings derived from US SEC filings (10-K, 10-Q, 8-K), read live

The data is free, the workflow is paid. Every metric, segment, quarter, and filing reference is free to query. OpenCapital is an independent project — not affiliated with the SEC.

Quick connect

Pick your client below, or see the full step-by-step guides at opencapital.sh/connect-ai.

Claude (claude.ai / Claude Desktop)

  1. Customize → Connectors → Add custom connector
  2. Name it OpenCapital, paste https://api.opencapital.sh/mcp
  3. Click Connect and authorize read-only access

Full guide: opencapital.sh/connect-ai/claude

Claude Code

bash
claude mcp add --transport http opencapital https://api.opencapital.sh/mcp

Add --scope user to make it available in every project. Then run /mcp inside a session, select opencapital, and choose Authenticate.

Full guide: opencapital.sh/connect-ai/claude-code

ChatGPT (Plus / Team / Enterprise)

  1. Settings → Apps → Advanced settings → enable Developer mode
  2. Create app, name it OpenCapital, paste the URL, select OAuth
  3. Authorize read-only access

Full guide: opencapital.sh/connect-ai/chatgpt

Cursor

Add to ~/.cursor/mcp.json (global) or .cursor/mcp.json (project):

json
{  "mcpServers": {    "opencapital": {      "url": "https://api.opencapital.sh/mcp"    }  }}

Then enable the server under Cursor Settings → Tools & MCP → Connect.

Full guide: opencapital.sh/connect-ai/cursor

Codex / Codex CLI

bash
codex mcp add opencapital --url https://api.opencapital.sh/mcpcodex mcp login opencapital

Or add to ~/.codex/config.toml:

toml
[mcp_servers.opencapital]url = "https://api.opencapital.sh/mcp"

Full guides: codex · codex-cli

Any other MCP client

Add a remote / custom MCP server over the Streamable HTTP transport, pointing at https://api.opencapital.sh/mcp. Most clients also accept the mcpServers JSON shape shown in the Cursor section above. The first call opens your browser to sign in and approve read-only access.

Full guide: opencapital.sh/connect-ai/other

What you can ask

The server ships with 14 read-only tools. You rarely call them by name — just ask in natural language and your client picks the right one.

ToolWhat it does
stock_screenerFind and filter companies (sector, market cap, P/E, growth, FCF…). One row per company.
stock_screener_filter_valuesList valid values for a stock filter field (e.g. count of stocks per sector).
metric_screenerSearch financial metrics across companies. One row per (company × metric), with latest value, YoY/QoQ, and TTM change.
metric_screener_filter_valuesList valid values for a metric filter field.
metric_detailDefinition, plain-language meaning, signal interpretation, parent/standard metric, and similar metrics across peers.
metric_time_seriesFull quarterly / annual / TTM history for one or more metrics on a single ticker.
peer_time_seriesOne metric across up to 10 tickers — head-to-head peer comparisons.
segment_time_seriesSegment disaggregation (product, business, geography) for a line item, with history per segment.
business_overviewWhat a company does, from its latest 10-K Item 1: segments, value chain, partnerships, named competitors.
business_competitorsRanked peer list — competitors named in filings, reverse mentions, and embedding-similar businesses.
filing_text_searchSemantic + keyword search over the narrative prose of SEC filings (MD&A, risk factors, footnotes) — ranked passages with EDGAR links and cross-referenced metrics.
portfolio_holdingsYour linked brokerage holdings, aggregated by ticker with weights and P&L. (requires sign-in + linked account)
get_watchlistYour watchlist with company metadata and nearest earnings event. (requires sign-in)
update_watchlistAdd or remove tickers from your watchlist. (requires sign-in)

Example prompts

  • "What's Uber's Mobility take rate over the last 8 quarters?"
  • "How does Airbnb's ADR compare across regions?"
  • "Show me DoorDash Marketplace GOV every quarter since IPO."
  • "Compare cloud revenue across AWS, Azure, GCP, and Oracle."
  • "Find me 10 large-caps growing revenue over 20% with positive free cash flow and a P/E under 30."
  • "Before Nvidia reports, summarize what their suppliers, hyperscaler customers, and competitors said in their last filings."

More in examples/prompts.md.

Read-only by design

The OpenCapital MCP server only exposes read-only stock research data — fundamentals, segments, and earnings derived from public SEC filings. Your assistant cannot place trades or modify any account state. The watchlist tools are the only write surface, and they only edit your own OpenCapital watchlist.

Privacy & terms

OAuth grants your AI client read-only access to OpenCapital's public stock research index (and, if you choose, your own watchlist and linked-brokerage holdings). See the Terms of Service and Privacy Policy.

License

The configuration snippets and documentation in this repository are MIT-licensed.

The OpenCapital MCP service they connect to is a hosted service governed by its Terms of Service — your use of the service, including the free tier, is subject to those terms, not this license. This repository does not contain the server's source code.

Links

Source: README.md at commit 14f0375

Tools

0
This server asks you to sign in, so SourceWeft could not read its tools without an account and has not indexed them. What a connected account sees can depend on that account and its permissions.

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
  • Auth declaredRequired10 pts
  • Tools listed15 pts

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

  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts
  • License10 pts