Canli Markets

io.github.arhancanliv0.2.1更新于 Oct 11, 2026

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

已验证STDIO仅桌面Data & AnalyticsWeb Search & ScrapingFinance

概览

AI 生成的概览

让助手以只读方式获取美国市场、基金、申报文件与宏观经济公开数据，来源包括 SEC、财政部、FRED、世界银行及行情源。

功能
提供大量只读工具，覆盖公开金融数据源：公司概况与申报文件、申报全文检索、财报日历、分部收入、内部人交易、基金与 13F 持仓、大额持股人、做空数据、期权链、波动率曲面、期货持仓、国债收益率与拍卖、FRED 序列、FOMC 决议以及世界银行各国数据。还提供跨市场研究工具，如公司筛选、一次调用生成公司报告、事件研究和申报措辞趋势。结果以表格形式返回，并附带来源网址与文档证据，便于引用和核对。
适用场景
适合助手需要回答关于美国上市公司、基金、申报文件、期权、做空或宏观数据的问题，而不想自建数据管道时。适用于需要可引用、可溯源数字的研究与分析场景，而非仅查询单一公司。
运行要求
通过 stdio 在本地运行，通常使用 npx。默认无密钥行情源无需账户。可选环境变量：SEC_USER_AGENT（姓名与邮箱，用于 SEC 公平访问）、ALPACA_API_KEY_ID 与 ALPACA_API_SECRET_KEY，或 TIINGO_API_KEY 以使用其他美股行情源。需要能访问这些公开数据源的网络。
安装前请注意
仅只读数据访问，未描述交易或写入操作。可选凭据 ALPACA_API_KEY_ID、ALPACA_API_SECRET_KEY 和 TIINGO_API_KEY 属于机密，应妥善保管。无密钥行情来自非官方 Yahoo Finance 源，仅供个人使用，可能变更或中断。部分 FRED 序列受版权保护，申报文件按原文呈现且未经核实，服务器声明不构成投资建议。

安装

在 SourceWeft 中

  1. 打开 控制台中的 Canli Markets，将其添加到工作区。
  2. 为需要使用其工具的对话启用该服务。

Desktop only，通过 STDIO。 STDIO 服务会启动本地进程，因此需要 SourceWeft 桌面宿主。

其他 MCP 客户端

参照 仓库 中的启动说明。

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.

来源：mcp-markets/README.md，提交 d2d0c99

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版本历史

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  1. v0.2.1最新Oct 11, 2026