Circlfi Mcp

io.github.negm17111995由 GitHub 帳號 negm17111995 發布v1.1.0更新於 Oct 24, 2026

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

已驗證Streamable HTTP可網頁執行金融資料與分析

概覽

AI 產生的概覽

CirclFi MCP 讓 AI 助理取得 5,900 多檔美股的公允價值資料,涵蓋 13 種估值模型、品質評分與市場篩選器。

可以做什麼
  • 查詢單一美股的本質價值檔案:公允價值、隱含上漲空間、各模型信心度、公司品質評分與價值陷阱風險評分
  • 比較多檔股票或多個模型的估值結果
  • 依最低品質評分、最高價值陷阱評分或產業篩選全部美股,輸出 JSON 或 CSV(付費版)
適用情境
適合需要助理回答美股本質價值、價格與公允價值落差、公司品質或價值陷阱風險等問題,或依品質與風險條件篩選市場時使用。免費版無需帳號即可查詢每檔股票的三種模型。
執行需求
可使用託管的遠端端點(Streamable HTTP),或以 npx 執行 npm 套件 circlfi-mcp 的本機程序(需 Node.js)。免費版無需帳號或金鑰;付費版使用 Gumroad 購買電子郵件,本機設為 CIRCLFI_EMAIL,遠端則作為 Authorization bearer 權杖送出。需要能連線至 CirclFi API 的網路。
安裝前請注意
付費權限綁定 Gumroad 購買電子郵件,該信箱會作為 bearer 權杖或環境變數送出,應視為憑證。付費價格為每月 39 美元或每年 299 美元。工具呼叫會轉送至 CirclFi API,股票代號與查詢內容會離開本機。輸出為量化模型資料,僅供教育用途,不構成投資建議。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Circlfi Mcp,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。

Web executable,透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式,或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南,先向你展示發布者、端點和登入方式,經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/io.github.negm17111995%2Fcirclfi-mcp/install.md,並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前,先告訴我它的發布者、端點和登入方式,等我確認。不要把 API 金鑰寫進命令或我會提交的檔案;問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。

{
  "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.

來源:README.md,提交 a407d90

工具

0
SourceWeft 尚未讀取此伺服器的工具。

版本歷史

1
  1. v1.1.0最新Sep 16, 2026

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