Model Context Protocol · v1.5.0

Give your agent a finance desk.

StockUp’s MCP server gives Claude Desktop, Cursor, and compatible clients 10 tools for grounded stock research, including an evidence-first Quan research packet that the connected agent can challenge before it reaches a conclusion.

Get a free Quan key View on npm

Dependency-free package
100,000 free Quan 3.4 L tokens
Works over stdio

mcp.json

{
  "mcpServers": {
    "stockup-quan": {
      "command": "npx",
      "args": [
        "-y",
        "@stockup/quan-mcp-server"
      ],
      "env": {
        "STOCKUP_API_KEY": "sk_quan_your_key"
      }
    }
  }
}

Restart your MCP client after saving the config.

Setup toolAccount and config link

10 toolsOne finance-native server

Debate packetEvidence a host agent can challenge

Enterprise IDsPer-user attribution support

Tools your agent can call

Names that say exactly what they do.

setup_stockup_quan

Connect your account

Get the StockUp setup link and MCP config snippets when a key is not configured.

financial_reasoning_query

Ask a broad finance question

Use the general tool for valuation, macro, market, company, and research questions.

get_quan_research_debate_packet

Challenge the research

Give Claude an inspectable Quan claim, evidence, assumptions, counter-case, falsifiers, and pointed review questions.

get_stock_quote

Get quote-grounded context

Request server-verified current quote context with explicit unavailable-data handling.

compare_stocks

Compare investment cases

Review valuation, growth, profitability, catalysts, risk, and setup consistently.

analyze_sec_filing

Interrogate a filing

Look for accounting signals, liabilities, guidance changes, and earnings quality.

analyze_stock_sentiment

Map the narrative

Summarize catalysts, counterarguments, investor framing, and confidence.

run_dca_backtest

Review a DCA scenario

Analyze assumptions, compounding, path dependence, and limitations.

review_portfolio_risk

Inspect portfolio exposure

Surface concentration, factors, overlap, catalysts, drawdown risk, and priorities.

explain_market_move

Explain what moved

Separate confirmed facts from possible drivers for a stock, sector, or index.

Two install paths

Use npm or keep the script local.

Recommended · npm

"stockup-quan": {
  "command": "npx",
  "args": ["-y", "@stockup/quan-mcp-server"],
  "env": {
    "STOCKUP_API_KEY": "sk_quan_your_key"
  }
}

Fallback · hosted script

"stockup-quan": {
  "command": "node",
  "args": ["/absolute/path/to/stockup-mcp.js"],
  "env": {
    "STOCKUP_API_KEY": "sk_quan_your_key"
  }
}

Download stockup-mcp.js

MCP FAQ

Before you connect it.

What is a Quan research debate packet?

Quan produces a transparent research packet rather than a final decision. Your connected host agent can challenge the evidence, assumptions, counter-case, and falsifiers before it writes a balanced conclusion.

Which clients can use the StockUp MCP server?

Any client that supports local stdio MCP servers and environment variables can use the package. Configuration locations differ by client, so consult your client’s current MCP documentation.

Where should the API key live?

Put it in the MCP server’s environment configuration. Do not paste it into prompts, commit it to a repository, or expose it in browser-side JavaScript.

How do Enterprise model aliases work?

Enterprise deployments can set STOCKUP_ENTERPRISE_USER_ID or pass an enterpriseUserId per call for supported aliases and attribution.

Ten finance tools

Make your agent useful on its next finance question.

Create a free key, add the config, then ask your connected agent to challenge Quan's research before reaching a conclusion.

Get a free StockUp key →