stockrow for AI assistants (MCP)

stockrow runs a Model Context Protocol server, so Claude, ChatGPT, Cursor and other assistants can look up financial statements, metrics, screens and insider trades for US-listed companies themselves — and cite where each figure came from. You connect by signing in to stockrow — no key to copy — and it is part of Powerpack.

Connect

The server is https://stockrow.com/mcp, over Streamable HTTP. Give your assistant that address; it opens stockrow in your browser, you sign in and press Allow, and it is connected. Disconnect it any time on your API page.

Claude and Claude Desktop

Settings → Connectors → Add custom connector, and paste https://stockrow.com/mcp.

ChatGPT

Settings → Apps & Connectors → Create (with developer mode on), and paste https://stockrow.com/mcp.

Claude Code

claude mcp add --transport http stockrow https://stockrow.com/mcp

Then run /mcp in Claude Code and choose stockrow to sign in.

Cursor

In ~/.cursor/mcp.json, or .cursor/mcp.json in a project:

{
  "mcpServers": {
    "stockrow": { "url": "https://stockrow.com/mcp" }
  }
}

VS Code

In .vscode/mcp.json:

{
  "servers": {
    "stockrow": { "type": "http", "url": "https://stockrow.com/mcp" }
  }
}

With an API key

For a client that cannot sign in, or a script of your own, send an API key instead. Replace sr_live_… with yours:

Get your API key Part of Powerpack. Your keys are on your account page.
claude mcp add --transport http stockrow https://stockrow.com/mcp --header "Authorization: Bearer sr_live_…"

Where a client asks only for a server address, the key can go in it: https://stockrow.com/mcp?key=sr_live_…. Anyone who sees that address can use the key, so do not share it, and roll the key on your API page if it gets out.

Tools

ToolWhat it does
search_companiesFind US-listed companies by ticker or name. Returns the tickers the other tools take.
get_company_overviewProfile plus headline figures for one company: sector, industry, exchange, price, market cap, P/E, dividend yield, latest fiscal-year revenue, net income, EPS, free cash flow, and 3/5/10-year growth rates.
get_financial_statementOne financial statement as reported, up to 10 years. Rows are line items with stable codes (e.g. REVENUE, NETINC); columns are period end dates, newest first.
get_segmentsRevenue by business segment, product or service, and region, with each segment's operating income and cost where reported, and the company's totals. Rows are coded axis.member.concept (e.g. product.IPhone.revenue); columns are period end dates, newest first. US filers among the largest companies.
get_metric_historyHistory of one metric for one company, by metric slug. list_indicators gives the slugs.
compare_companiesLatest values of several metrics for several companies, as a grid. Good for peer comparison.
run_screenScreen all covered US companies by latest metric values. Percent metrics are fractions (0.15 = 15%). Returns matching companies with the requested columns and a link to open the same screen on stockrow.com.
list_indicatorsData dictionary: every metric and line item with slug, code, name, unit, available periods, one-sentence meaning and formula. Gives the metric slugs and screen indicators the other tools take.
get_insider_transactionsInsider buys and sells for one company, newest first: date, insider, role, type, shares, price, total value.
get_my_watchlistThe companies you follow on stockrow.com, with their tickers, today's price and change.
get_valuationWhat a company's share price implies: the growth a year in free cash flow less share-based pay, held for ten years, at a 9% discount rate and 2.5% growth after year ten, beside the growth reported over five and ten years and the industry's median. Banks and insurers are valued on the dividend a share, REITs on funds from operations (FFO) a share. Optional assumptions (rates in percent, amounts in billions: growth_early, growth_late, discount, terminal_growth, exit_multiple, terminal) return a value per share and the return a year at today's price. Largest US companies.

Every answer says where its figures come from on stockrow.com and how current they are. Cash is in US dollars as raw figures, and percentages are fractions. A figure with no meaning, such as the P/E of a company with a loss, is empty rather than 0. Every tool only reads.

Things to ask

  • “Compare Microsoft, Alphabet and Amazon on operating margin, return on invested capital and P/E.”
  • “Show me Apple’s free cash flow for the last ten years, and how much of it went to buybacks.”
  • “Find US companies with a P/E under 15, a dividend yield over 3% and debt to equity under 1.”
  • “Have insiders been buying or selling Nvidia this year?”
  • “How do the companies on my stockrow watchlist compare on revenue growth?”

Limits

The MCP server and the API share your key’s limits: 60 requests a minute and 5,000 a day. If your Powerpack lapses the assistant can still see the tools, and each one answers with how to renew.