CirclFi MCP Server

The official Model Context Protocol (MCP) server for CirclFi — the institutional-grade equity valuation platform.

Give 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.

Two ways to connect

Option A — Remote server (no install, works everywhere)

Point any MCP-compatible client at the hosted endpoint:

https://circlfi.com/mcp

• Transport: Streamable HTTP (stateless), current MCP spec
• Auth: none needed for the free tier. Premium subscribers send their Gumroad purchase email as a bearer token: Authorization: Bearer [email protected]
• Works with ChatGPT connectors (developer mode), Claude custom connectors (web/desktop), agent frameworks, and any cloud client that can't run local processes.

Option B — Local stdio server (npm)

npx -y circlfi-mcp

(Installing from GitHub also works: npx -y github:negm17111995/Circlfi-MCP)

Install in your client

Add to claude_desktop_config.json (macOS: ~/Library/Application Support/Claude/claude_desktop_config.json, Windows: %APPDATA%\Claude\claude_desktop_config.json):

{
  "mcpServers": {
    "circlfi": {
      "command": "npx",
      "args": ["-y", "circlfi-mcp"],
      "env": { "CIRCLFI_EMAIL": "" }
    }
  }
}

Restart Claude Desktop and look for the tools icon. Premium subscribers: put your Gumroad purchase email in CIRCLFI_EMAIL.

claude mcp add circlfi -- npx -y circlfi-mcp

Or with premium access:

claude mcp add circlfi -e [email protected] -- npx -y circlfi-mcp

One-click install →

Or add to ~/.cursor/mcp.json:

{
  "mcpServers": {
    "circlfi": { "command": "npx", "args": ["-y", "circlfi-mcp"] }
  }
}

code --add-mcp '{"name":"circlfi","command":"npx","args":["-y","circlfi-mcp"]}'

Add to ~/.codeium/windsurf/mcp_config.json:

{
  "mcpServers": {
    "circlfi": { "command": "npx", "args": ["-y", "circlfi-mcp"] }
  }
}

ChatGPT connects to remote MCP servers. In Settings → Connectors → Advanced → Developer mode, add a custom connector with the URL:

https://circlfi.com/mcp

• Local: command npx, args ["-y", "circlfi-mcp"], optional env CIRCLFI_EMAIL
• Remote: Streamable HTTP at https://circlfi.com/mcp, optional header Authorization: Bearer <gumroad-email>

Available tools

get_stock_valuation

Complete 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.

Free tier — 3 models, no signup: Bayesian DCF (10,000-run Monte Carlo with jump-diffusion), Earnings Power Value (Greenwald), CUCE Ensemble (meta-model).

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

get_market_screener (Premium)

Screen 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.

Example prompts

• "What is the intrinsic value of AAPL according to CirclFi?"
• "Screen for Software stocks with QOC above 8 and Value Trap below 10, output as CSV."
• "Compare the Bayesian DCF valuations of MSFT and GOOGL and tell me which trades further below fair value."

How it works (security & architecture)

This 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.

All output is quantitative model data for educational purposes — not financial advice (disclaimer).

Pricing

• Free: 3 models per stock, unlimited tickers
• Premium ($39/mo or $299/yr): all 13 models + market screener — subscribe via Gumroad, then use your purchase email as CIRCLFI_EMAIL (local) or bearer token (remote)

Support

Open a GitHub Issue for server problems. For valuation methodology or subscription questions, see circlfi.com.