
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.
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
在 SourceWeft 中
- 開啟 儀表板中的 Circlfi Mcp,將其新增到工作區。
- 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。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:
- 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)
(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):
Restart Claude Desktop and look for the tools icon. Premium subscribers: put your Gumroad purchase email in CIRCLFI_EMAIL.
Claude Code
Or with premium access:
Cursor
One-click install →
Or add to ~/.cursor/mcp.json:
VS Code (Copilot / MCP)
Windsurf
Add to ~/.codeium/windsurf/mcp_config.json:
ChatGPT (connectors / developer mode)
ChatGPT connects to remote MCP servers. In Settings → Connectors → Advanced → Developer mode, add a custom connector with the URL:
Any other MCP client
- Local: command
npx, args["-y", "circlfi-mcp"], optional envCIRCLFI_EMAIL - Remote: Streamable HTTP at
https://circlfi.com/mcp, optional headerAuthorization: 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版本歷史
1- v1.1.0最新Sep 16, 2026
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