Opencapital

sh.opencapital由 opencapital.sh 发布官方发布者v1.1.0更新于 Nov 2, 2026

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

已验证Streamable HTTP可网页运行金融知识与记忆

概览

AI 生成的概览

托管型 MCP 服务器，让助手以只读方式研究美国上市公司：基本面、分部、同业对比与 SEC 文件原文。

可以做什么
  • 筛选并过滤公司与财务指标，并列出可用的筛选字段取值
  • 查询指标定义、季度/年度/TTM 历史数据与同业对比
  • 按产品、业务或地区拆分财务科目的分部数据
  • 阅读公司业务概览、竞争对手排名，并对 SEC 文件叙述文本做语义检索
  • 读取和修改用户自己的自选股列表，查看已关联的券商持仓
适用场景
当你希望助手基于 SEC 文件回答美国上市公司问题——筛选股票、比较同业、追踪分部收入或检索 MD&A 与风险因素——而不想自建数据管道时适用。
运行要求
远程 Streamable HTTP 端点，无需本地安装。需通过 OAuth 2.0（Google 登录）授权只读访问。免费额度为每天 100 次查询，无需信用卡；付费方案可取消上限。查看持仓需关联券商账户。
安装前请注意
登录后客户端可只读访问你的 OpenCapital 自选股，以及（若你选择关联）券商持仓。自选股工具是唯一的写入入口，只会修改你自己的自选股。数据源自 SEC 文件，项目与 SEC 无关联，重要数字请自行核实。

安装

在 SourceWeft 中

  1. 打开 控制台中的 Opencapital，将其添加到工作区。
  2. 连接 所需的 凭据。它们会被私密存储，绝不会在公开页面上展示。
  3. 为需要使用其工具的对话启用该服务。

Web executable，通过 Streamable HTTP。 远程服务在工作区中配置后即可从网页运行时运行。

交给智能体安装

把这段提示词粘贴到 Claude Code、Codex、Cursor 等智能体，或 SourceWeft 对话中。智能体会读取该服务器的安装指南，先向你展示发布者、端点和登录方式，经你同意后再把它添加到你的客户端。密钥不会写进任何命令。

阅读 https://sourceweft.com/mcp/sh.opencapital%2Fmcp/install.md，并按其中说明把这个 MCP 服务器接入我的客户端。修改任何配置之前，先告诉我它的发布者、端点和登录方式，等我确认。不要把 API 密钥写进命令或我会提交的文件；问我密钥应从哪里获取。

查看智能体所依据的安装指南

其他 MCP 客户端

把它添加到你客户端的 mcpServers 配置中。 客户端会在首次连接时完成 OAuth 登录。

{
  "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

来源：README.md，提交 14f0375

工具

0
该服务器需要登录，因此 SourceWeft 无法在没有账号的情况下读取其工具，也未收录。已连接账号所能看到的内容可能因账号及其权限而异。

版本历史

1
  1. v1.1.0最新Sep 16, 2026

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