Canli Markets

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

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

已驗證STDIO僅桌面Data & AnalyticsWeb Search & ScrapingFinance

概覽

AI 產生的概覽

讓助理以唯讀方式取得美國市場、基金、申報文件與宏觀經濟的公開資料，來源包括 SEC、財政部、FRED、世界銀行及行情來源。

功能
提供大量唯讀工具，涵蓋公開金融資料來源：公司概況與申報文件、申報全文檢索、財報行事曆、分部營收、內部人交易、基金與 13F 持股、大額持股人、放空資料、選擇權鏈、波動率曲面、期貨持倉、公債殖利率與標售、FRED 序列、FOMC 決議，以及世界銀行各國資料。另提供跨市場研究工具，例如公司篩選、一次呼叫產生公司報告、事件研究與申報用語趨勢。結果以表格形式回傳，並附上來源網址與文件證據，方便引用與核對。
適用情境
適合助理需要回答美國上市公司、基金、申報文件、選擇權、放空或宏觀資料的問題，而不想自行建置資料管線時。適用於需要可引用、可溯源數字的分析與研究情境，而非僅查詢單一公司。
執行需求
透過 stdio 在本機執行，通常使用 npx。預設無金鑰行情來源不需要帳戶。選用環境變數：SEC_USER_AGENT（姓名與電子郵件，用於 SEC 公平存取）、ALPACA_API_KEY_ID 與 ALPACA_API_SECRET_KEY，或 TIINGO_API_KEY 以改用其他美股行情來源。需要能連線至這些公開資料來源的網路。
安裝前請注意
僅為唯讀資料存取，未描述交易或寫入操作。選用憑證 ALPACA_API_KEY_ID、ALPACA_API_SECRET_KEY 與 TIINGO_API_KEY 屬於機密，應妥善保管。無金鑰行情來自非官方 Yahoo Finance 來源，僅供個人使用，可能變更或中斷。部分 FRED 序列受著作權保護，申報文件依原文呈現且未經查證，伺服器聲明不構成投資建議。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Canli Markets，將其新增到工作區。
  2. 為需要使用其工具的對話啟用該服務。

Desktop only，透過 STDIO。 STDIO 服務會啟動本機處理程序，因此需要 SourceWeft 桌面主機。

其他 MCP 客戶端

參照 儲存庫 中的啟動說明。

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.

來源：mcp-markets/README.md，提交 d2d0c99

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  1. v0.2.1最新Oct 11, 2026