equity-research-mcp

MCP server for Indian equity research. 34 tools — Screener.in + Google Workspace + 8 analytical personas.

What It Does

• Fetch financials, shareholding, peers, announcements, transcripts for 50,000+ Indian-listed companies (Screener.in)
• Analyze through structured frameworks — business quality, moat, governance, valuation, scenarios
• Apply 8 investor persona lenses (Buffett, Munger, Lynch, Dalio, Yartseva, Marks, Smith/Train, Sell-Side)
• Generate one-pagers, IC memos, earnings reviews, peer comparison tables
• Integrate Gmail, Calendar, Drive, Docs, Contacts — search emails, find documents, check events
• Research in one shot — full_research combines Screener.in + Gmail + Drive + Calendar → executive summary → detailed memo

Install

Linux / macOS

Prerequisites: Node.js 18+

curl -fsSL https://raw.githubusercontent.com/roroRathod/equity-analyst-mcp/main/quick-install.sh | bash

Windows (PowerShell)

Prerequisites: Node.js 18+

irm https://raw.githubusercontent.com/roroRathod/equity-analyst-mcp/main/quick-install.ps1 | iex

Manual MCP config

If you manage your own MCP config, add directly:

{
  "equity-research": {
    "type": "local",
    "command": ["npx", "-y", "equity-research-mcp"]
  }
}

Option 3 — Clone + build

git clone https://github.com/roroRathod/equity-analyst-mcp.git
cd equity-research-mcp
bash install.sh

The interactive installer builds TypeScript, sets up Google Workspace OAuth, and registers with opencode.

Config: ~/.config/equity-research/config.json (permissions: chmod 600)

Google Workspace Setup (once per device)

The OAuth flow lives entirely in this MCP — no separate google-workspace server needed.

Step 1 — Create OAuth credentials (one-time)

1. Go to Google Cloud Console
2. Create a new project (or select existing)
3. Enable APIs — Go to APIs & Services → Library, enable:
   • Gmail API
   • Google Calendar API
   • Google Drive API
   • Google Docs API
   • People API (for Contacts)
4. Configure OAuth consent screen — Go to APIs & Services → OAuth consent screen:
   • User type: External
   • App name: anything (e.g. "Equity Research MCP")
   • User support email: your email
   • Developer contact email: your email
   • Save and continue through Scopes and Data Use screens
5. Add test users — On the OAuth consent screen → Audience tab:
   • Click Add users
   • Add every Gmail address you want to connect
   • Only added users can authorize until the app is published
6. Create credentials — Go to Credentials → Create Credentials → OAuth client ID:
   • Application type: Desktop app
   • Name: anything
   • Click Create
7. Copy the Client ID and Client Secret (or download JSON)

Step 2 — Connect your account

Run in opencode:

equity-research setup_workspace                          # → get instructions
equity-research setup_workspace_auth step=generate_url   # → get auth URL
# Open URL in browser → sign in → authorize → paste code:
equity-research setup_workspace_auth step=exchange_code  # → tokens stored

Or use the interactive installer: bash install.sh and answer y when asked.

Credentials stored at ~/.config/equity-research/config.json (chmod 600).

Tools

Screener.in (7 tools)

search_stock get_company_data get_shareholding get_announcements get_concall get_peers get_price_history

Analysis (4 tools)

business_quality_check moat_assessment governance_check apply_lens

Reports (5 tools)

one_pager ic_memo earnings_review peer_comparison full_research

Gmail (5 tools)

search_emails read_email send_email list_labels list_drafts

Calendar (3 tools)

list_events create_event find_free_time

Drive (3 tools)

search_drive list_folder read_drive_file

Docs (3 tools)

create_doc read_doc append_to_doc

Contacts (2 tools)

search_contacts list_contacts

Setup (2 tools)

setup_workspace setup_workspace_auth

Multi-Source Research

// full_research:
{ "ticker": "TCS", "with_email": true, "with_drive": true, "with_calendar": true }

Produces: Executive Summary → One-pager → Peer Comparison → Email/Drive/Calendar sections → IC Memo

Project Structure

src/
├── index.ts          # MCP server — 34 tool definitions + handlers
├── config.ts         # Config persistence, old→new migration, chmod 600
├── types.ts          # Domain types
├── screener.ts       # Screener.in scraper
├── frameworks/       # Business quality, moat, valuation, scenarios
├── personas/         # 8 investor lenses
├── governance/       # India governance checks
├── templates/        # Report formatters
└── workspace/        # Google Workspace sub-system (Gmail, Calendar, Drive, Docs, Contacts)
    ├── auth.ts       # OAuth2 client factory, scope constants
    ├── gmail.ts      # search, read, send, labels, drafts
    ├── calendar.ts   # list, create with Meet, find free time
    ├── drive.ts      # search, list folder, read (content-type-aware)
    ├── docs.ts       # create, read, append
    ├── contacts.ts   # search, list
    └── index.ts      # barrel exports + setup guide

Tests

npm test    # 49 tests — config, auth, gmail query

Design

• Single OAuth2 flow per account with all 8 scopes — authenticate once
• Centralized getAuth() in auth.ts — all 5 service modules import from it
• Single config.ts — old email config auto-migrated to workspace format
• Workspace modules individually try/caught — failures show "unavailable"
• chmod 600 on config file, env vars instead of bash expansion in install.sh