@insightsentry/mcp

MCP server and CLI for the InsightSentry financial data API.

Gives AI assistants direct access to real-time and historical market data for equities, futures, options, crypto, forex, and more — plus comprehensive documentation resources for building applications with the InsightSentry API and WebSocket feeds. Also usable as a standalone CLI for scripting and terminal workflows.

Install

npm install -g @insightsentry/mcp

This gives you two commands:

| Command | Purpose | |---------|---------| | insight | CLI for terminal / scripting | | insight-mcp | MCP server for AI assistants |

Get your API key from the InsightSentry Dashboard.

export INSIGHTSENTRY_API_KEY="your-api-key"

MCP Server Setup

No global install needed — use npx in your MCP config.

Claude Desktop

Add to your claude_desktop_config.json:

{
  "mcpServers": {
    "insightsentry": {
      "command": "npx",
      "args": ["-y", "@insightsentry/mcp"],
      "env": {
        "INSIGHTSENTRY_API_KEY": "your-api-key"
      }
    }
  }
}

Claude Code

Add to .mcp.json in your project root:

{
  "mcpServers": {
    "insightsentry": {
      "command": "npx",
      "args": ["-y", "@insightsentry/mcp"],
      "env": {
        "INSIGHTSENTRY_API_KEY": "your-api-key"
      }
    }
  }
}

Other MCP Clients

Any MCP client that supports stdio transport can use the server:

insight-mcp

CLI Usage

insight --help                    # List all tools
insight <tool> --help             # Tool-specific parameters
insight <tool> [--param value]    # Call a tool

Examples

# Search for a symbol
insight search_symbols --query "tesla"

# Get real-time quotes
insight get_quotes --codes "NASDAQ:AAPL,NASDAQ:MSFT"

# Daily OHLCV with JSONata filter
insight get_symbol_series --symbol "NASDAQ:AAPL" --bar_type day --dp 30 \
  --filter "{ \"last_close\": series[-1].close, \"avg_vol\": \$average(series.volume) }"

# Screen for high-cap stocks
insight screen_stocks --fields "close,volume,market_cap" \
  --exchanges "NYSE,NASDAQ" --sortBy market_cap --sortOrder desc

# Upcoming earnings
insight get_earnings --c US

# Options chain
insight list_options --code "NASDAQ:AAPL" --type call --range 10

All tools support --filter <jsonata> to transform/reduce the JSON response before output. See JSONata docs for expression syntax.

Available Tools (28)

Market Data

| Tool | Description | |------|-------------| | get_symbol_series | Recent OHLCV data (up to 30k bars) with real-time option | | get_symbol_history | Deep historical data (20+ years) | | get_quotes | Real-time quotes for up to 10 symbols | | get_symbol_info | Symbol metadata (type, sector, market cap, etc.) | | get_symbol_session | Trading session details and hours | | get_symbol_contracts | Futures contract list with settlement dates |

Search

| Tool | Description | |------|-------------| | search_symbols | Search for symbols across all asset classes |

Fundamentals

| Tool | Description | |------|-------------| | get_symbol_fundamentals | Company fundamentals (valuation, profitability, balance sheet) | | get_fundamentals_series | Historical fundamental indicators | | get_fundamentals_meta | Available fundamental/technical indicator IDs |

Options

| Tool | Description | |------|-------------| | list_options | List available option contracts | | get_options_expiration | Option chain by expiration date | | get_options_strike | Option chain by strike price |

Screeners

| Tool | Description | |------|-------------| | screen_stocks | Filter stocks with custom criteria | | screen_etfs | Filter ETFs with custom criteria | | screen_bonds | Filter bonds with custom criteria | | screen_crypto | Filter crypto with custom criteria | | get_stock_screener_params | Available stock screener fields | | get_etf_screener_params | Available ETF screener fields | | get_bond_screener_params | Available bond screener fields | | get_crypto_screener_params | Available crypto screener fields |

Calendar

| Tool | Description | |------|-------------| | get_dividends | Dividend calendar | | get_earnings | Earnings calendar | | get_ipos | IPO calendar | | get_events | Economic events calendar |

News & Documents

| Tool | Description | |------|-------------| | get_newsfeed | Financial news with keyword filtering | | get_documents | List SEC filings and transcripts | | get_document | Get specific document content |

Documentation Resources

The MCP server also provides documentation resources that AI assistants can read to help you build applications:

| Resource | Content | |----------|---------| | insightsentry://docs/rest-api | Complete REST API reference | | insightsentry://docs/websocket | WebSocket API: connection, subscriptions, data formats, code examples | | insightsentry://docs/screener | Screener API: field discovery and filtering | | insightsentry://docs/options | Options API: chains, Greeks, option codes | | insightsentry://docs/futures-history | Futures historical data and contract month logic |

Online Documentation

• API Docs: https://insightsentry.com/docs
• WebSocket Live Demo: https://insightsentry.com/test/realtime
• News Feed Demo: https://insightsentry.com/test/newsfeed
• OpenAPI Spec: https://insightsentry.com/openapi.json

Development

npm install
npm run generate  # Generate tool definitions from OpenAPI spec
npm run build     # Generate + compile TypeScript
npm run dev       # Run MCP server with tsx (no build needed)

Testing

npx tsx --test test/cli.test.ts   # CLI unit tests

License

MIT