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@insightsentry/mcp

v1.4.30

Published

MCP server for InsightSentry financial data API - provides AI-accessible tools for market data, screening, options, and comprehensive API documentation resources

Readme

@insightsentry/mcp

MCP server and CLI for the InsightSentry financial data API.

Install

npm install -g @insightsentry/mcp

Commands:

| Command | Purpose | |---------|---------| | insight | CLI for terminal use and scripts | | insight-mcp | MCP server for AI clients | | mcp | Alias for insight-mcp |

Authentication

Set an API key for the current shell:

export INSIGHTSENTRY_API_KEY="your-api-key"

Or save one locally for the CLI:

insight login --key "your-api-key"
insight whoami
insight logout

whoami parses the configured JWT locally and prints uuid, falling back to email then sub.

MCP Setup

Use npx in your MCP config:

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

The MCP server also falls back to the key saved by insight login when INSIGHTSENTRY_API_KEY is not set. Set INSIGHTSENTRY_CONFIG_DIR to force the CLI and MCP server to read the same saved-login directory when they run with different home directories.

CLI Usage

insight --help
insight <tool> --help
insight <tool> [--param value]

Examples:

insight whoami
insight search_symbols --query "tesla"
insight get_quotes --codes "NASDAQ:AAPL,NASDAQ:MSFT"
insight get_symbol_series --symbol "NASDAQ:AAPL" --bar_type day --dp 30
insight screen_stocks --fields "close,volume,market_cap" --exchanges "NYSE,NASDAQ" --sortBy market_cap --sortOrder desc
insight download_history --symbol "NASDAQ:AAPL" --bar_type day --from 2024-01-01 --to 2024-06-30 --output_dir ./history

Symbol codes must use EXCHANGE:SYMBOL format. Use search_symbols before calling symbol tools.

All API tools support:

--filter '<jsonata-expression>'
--store json --output_file ./response.json
--store json --output_dir ./responses

get_symbol_series also supports CSV storage:

insight get_symbol_series --symbol "NASDAQ:AAPL" --bar_type day --store csv --output_file ./aapl.csv

Tools

Auth and files:

| Tool | Purpose | |------|---------| | whoami | Print the configured user's uuid/email from the API key JWT | | download_history | Download date ranges to JSON/CSV files | | get_symbol_history | Same as download_history; downloads history to files | | render_chart | Render Chart.js configs as PNG images |

Market data:

| Tool | Purpose | |------|---------| | search_symbols | Find valid EXCHANGE:SYMBOL codes | | get_quotes | Real-time quotes | | get_symbol_series | Recent OHLCV series | | get_symbol_info | Symbol metadata | | get_symbol_session | Trading hours and session details | | get_symbol_contracts | Futures contract list |

Fundamentals, options, screeners, calendars, documents:

| Tool | Purpose | |------|---------| | get_symbol_fundamentals | Company fundamentals | | get_fundamentals_series | Historical fundamental indicators | | get_fundamentals_meta | Available fundamental/technical IDs | | get_options_contracts | Option contract metadata and codes | | get_options_quotes | Option quote rows with bid/ask and Greeks | | screen_stocks, screen_etfs, screen_bonds, screen_crypto | Screen assets | | get_stock_screener_params, get_etf_screener_params, get_bond_screener_params, get_crypto_screener_params | Screener fields | | get_dividends, get_earnings, get_ipos, get_events | Calendars | | get_newsfeed | Financial news | | get_documents, get_document | Filings and transcripts |