{
"markdown": "# CirclFi MCP Server\n\n[](https://www.npmjs.com/package/circlfi-mcp)\n[](https://modelcontextprotocol.io/)\n[](./LICENSE)\n\nThe official [Model Context Protocol (MCP)](https://modelcontextprotocol.io/) server for **[CirclFi](https://circlfi.com)** — the institutional-grade equity valuation platform.\n\nGive 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.\n\n## Two ways to connect\n\n### Option A — Remote server (no install, works everywhere)\n\nPoint any MCP-compatible client at the hosted endpoint:\n\n```\nhttps://circlfi.com/mcp\n```\n\n- **Transport**: Streamable HTTP (stateless), current MCP spec\n- **Auth**: none needed for the free tier. Premium subscribers send their Gumroad purchase email as a bearer token: `Authorization: Bearer you@example.com`\n- Works with ChatGPT connectors (developer mode), Claude custom connectors (web/desktop), agent frameworks, and any cloud client that can't run local processes.\n\n### Option B — Local stdio server (npm)\n\n```bash\nnpx -y circlfi-mcp\n```\n\n(Installing from GitHub also works: `npx -y github:negm17111995/Circlfi-MCP`)\n\n## Install in your client\n\n\nClaude Desktop
\n\nAdd to `claude_desktop_config.json` (macOS: `~/Library/Application Support/Claude/claude_desktop_config.json`, Windows: `%APPDATA%\\Claude\\claude_desktop_config.json`):\n\n```json\n{\n \"mcpServers\": {\n \"circlfi\": {\n \"command\": \"npx\",\n \"args\": [\"-y\", \"circlfi-mcp\"],\n \"env\": { \"CIRCLFI_EMAIL\": \"\" }\n }\n }\n}\n```\n\nRestart Claude Desktop and look for the tools icon. Premium subscribers: put your Gumroad purchase email in `CIRCLFI_EMAIL`.\n \n\n\nClaude Code
\n\n```bash\nclaude mcp add circlfi -- npx -y circlfi-mcp\n```\n\nOr with premium access:\n\n```bash\nclaude mcp add circlfi -e CIRCLFI_EMAIL=you@example.com -- npx -y circlfi-mcp\n```\n \n\n\nCursor
\n\n[**One-click install →**](cursor://anysphere.cursor-deeplink/mcp/install?name=circlfi&config=eyJjb21tYW5kIjoibnB4IiwiYXJncyI6WyIteSIsImNpcmNsZmktbWNwIl19)\n\nOr add to `~/.cursor/mcp.json`:\n\n```json\n{\n \"mcpServers\": {\n \"circlfi\": { \"command\": \"npx\", \"args\": [\"-y\", \"circlfi-mcp\"] }\n }\n}\n```\n \n\n\nVS Code (Copilot / MCP)
\n\n```bash\ncode --add-mcp '{\"name\":\"circlfi\",\"command\":\"npx\",\"args\":[\"-y\",\"circlfi-mcp\"]}'\n```\n \n\n\nWindsurf
\n\nAdd to `~/.codeium/windsurf/mcp_config.json`:\n\n```json\n{\n \"mcpServers\": {\n \"circlfi\": { \"command\": \"npx\", \"args\": [\"-y\", \"circlfi-mcp\"] }\n }\n}\n```\n \n\n\nChatGPT (connectors / developer mode)
\n\nChatGPT connects to remote MCP servers. In **Settings → Connectors → Advanced → Developer mode**, add a custom connector with the URL:\n\n```\nhttps://circlfi.com/mcp\n```\n \n\n\nAny other MCP client
\n\n- **Local**: command `npx`, args `[\"-y\", \"circlfi-mcp\"]`, optional env `CIRCLFI_EMAIL`\n- **Remote**: Streamable HTTP at `https://circlfi.com/mcp`, optional header `Authorization: Bearer `\n \n\n## Available tools\n\n### `get_stock_valuation`\n\nComplete 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.\n\n**Free tier** — 3 models, no signup: Bayesian DCF (10,000-run Monte Carlo with jump-diffusion), Earnings Power Value (Greenwald), CUCE Ensemble (meta-model).\n\n**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](https://circlfi.com/methodology/)\n\n### `get_market_screener` *(Premium)*\n\nScreen 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.\n\n## Example prompts\n\n- *\"What is the intrinsic value of AAPL according to CirclFi?\"*\n- *\"Screen for Software stocks with QOC above 8 and Value Trap below 10, output as CSV.\"*\n- *\"Compare the Bayesian DCF valuations of MSFT and GOOGL and tell me which trades further below fair value.\"*\n\n## How it works (security & architecture)\n\nThis 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.\n\nAll output is quantitative model data for educational purposes — not financial advice ([disclaimer](https://circlfi.com/disclaimer/)).\n\n## Pricing\n\n- **Free**: 3 models per stock, unlimited tickers\n- **Premium** ($39/mo or $299/yr): all 13 models + market screener — [subscribe via Gumroad](https://circlfi.gumroad.com/l/dwaxoj), then use your purchase email as `CIRCLFI_EMAIL` (local) or bearer token (remote)\n\n## Support\n\nOpen a [GitHub Issue](https://github.com/negm17111995/Circlfi-MCP/issues) for server problems. For valuation methodology or subscription questions, see [circlfi.com](https://circlfi.com).\n",
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