Opencapital

sh.opencapital由 opencapital.sh 發布官方發布者v1.1.0更新於 Nov 2, 2026

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

已驗證Streamable HTTP可網頁執行金融知識與記憶

概覽

AI 產生的概覽

託管型 MCP 伺服器，讓助理以唯讀方式研究美國上市公司：基本面、分部、同業比較與 SEC 文件原文。

可以做什麼
  • 篩選並過濾公司與財務指標，並列出可用的篩選欄位值
  • 查詢指標定義、季度／年度／TTM 歷史資料與同業比較
  • 依產品、業務或地區拆分財務科目的分部資料
  • 閱讀公司業務概覽、競爭對手排名，並對 SEC 文件敘述文字做語意檢索
  • 讀取與修改使用者自己的自選股清單，查看已連結的券商持股
適用情境
當你希望助理根據 SEC 文件回答美國上市公司問題——篩選股票、比較同業、追蹤分部營收或檢索 MD&A 與風險因素——而不想自行建置資料管線時適用。
執行需求
遠端 Streamable HTTP 端點，無需本機安裝。需透過 OAuth 2.0（Google 登入）授權唯讀存取。免費額度為每日 100 次查詢，不需信用卡；付費方案可取消上限。查看持股需連結券商帳戶。
安裝前請注意
登入後用戶端可唯讀存取你的 OpenCapital 自選股，以及（若你選擇連結）券商持股。自選股工具是唯一的寫入介面，只會修改你自己的自選股。資料源自 SEC 文件，本專案與 SEC 無關，重要數字請自行核實。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Opencapital，將其新增到工作區。
  2. 連接 所需的 憑證。它們會被私密儲存，絕不會在公開頁面上展示。
  3. 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/sh.opencapital%2Fmcp/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。 客戶端會在首次連接時完成 OAuth 登入。

{
  "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

來源：README.md，提交 14f0375

工具

0
該伺服器需要登入，因此 SourceWeft 無法在沒有帳號的情況下讀取其工具，也未收錄。已連接帳號所能看到的內容可能因帳號及其權限而異。

版本歷史

1
  1. v1.1.0最新Sep 16, 2026

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