oxford-ledge-mcp 2.0.4

MCP server for Oxford Ledge financial terminal — 36 tools for stocks, SEC filings, credit data, bonds, macro indicators, and BDC holdings from Claude Desktop

Last Updated: 2026-04-24 ET — 2.0.2 (clean architecture, post-yfinance excision)

Oxford Ledge MCP Server

Financial data tools for Claude Desktop via the Model Context Protocol.

36 tools for stocks, SEC filings, bonds, credit data, BDC holdings, macro indicators, and more. Best experienced with OXFORD_LEDGE_URL set — routes through a running Oxford Ledge instance that has the full data pipeline (FMP, SEC EDGAR, FRED, FINRA TRACE, Finnhub). A small subset of tools also works standalone against keyless public APIs.

Upgrading from an earlier 2.x version? Tool names, argument schemas, and Claude Desktop config are unchanged. One substantive change: standalone mode (no OXFORD_LEDGE_URL) now covers fewer tools; the rest require an Oxford Ledge API endpoint — see "Standalone mode" below.

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Install

pip install oxford-ledge-mcp

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Three modes

This server runs in one of three modes — pick the one that matches your Oxford Ledge subscription state. The pip package is the user-distributed canonical path; the in-tree dev server is for Oxford Ledge contributors only.

1. API mode (recommended) — all 36 tools

For full functionality, point the server at a running Oxford Ledge instance. Add to your claude_desktop_config.json:

{
  "mcpServers": {
    "oxford-ledge": {
      "command": "oxford-ledge-mcp",
      "env": {
        "OXFORD_LEDGE_URL": "https://www.oxfordledge.com"
      }
    }
  }
}

OXFORD_LEDGE_URL should be the URL of an Oxford Ledge instance you have access to (the public app, your own self-hosted deploy, or http://localhost:5000 for local dev).

2. Standalone mode — 6 tools, no Oxford Ledge account needed

A small subset of tools works without an Oxford Ledge instance — the ones backed by keyless public APIs:

{
  "mcpServers": {
    "oxford-ledge": {
      "command": "oxford-ledge-mcp",
      "env": {
        "FRED_API_KEY": "your-fred-key-optional"
      }
    }
  }
}

The FRED_API_KEY is optional but improves rate limits on FRED queries (get_yield_curve, get_fred_data). Get a free key at fred.stlouisfed.org.

The other 30 tools raise ToolError.API_REQUIRED with a pointer back to this README when called in standalone mode.

After editing config, restart Claude Desktop. You'll see the tools available.

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Available tools (36)

Mode column: S = works in standalone (no OXFORD_LEDGE_URL required), A = API mode only.

Stocks & quotes (7 tools)

Tool	Mode	Description
get_stock_quote	A	Current price, P/E, EV/EBITDA, market cap, beta
get_company_data	A	Full company snapshot with valuation multiples
search_company	A	Fuzzy search by name, ticker, or industry
compare_stocks	A	Side-by-side comparison of 2-5 stocks
get_company_info	A	Sector, industry, employees, description
get_company_profile	A	Business description, CEO, founding year
get_market_indicators	A	S&P 500, VIX, Treasury yields, gold, oil

Fundamentals & valuation (9 tools)

Tool	Mode	Description
get_fundamentals	S	10-year XBRL financials from SEC EDGAR
get_financials	A	Income statement (revenue, net income, EBITDA)
get_balance_sheet	A	Assets, liabilities, equity, debt, cash
get_cash_flow	A	Operating, investing, financing cash flows, FCF
get_valuation_history	A	Historical P/E, EV/EBITDA, P/B, P/S
get_capital_allocation	A	10-year buyback / dividend / debt scorecard
get_debt_maturities	A	Maturity schedule from 10-K footnotes
calculate_intrinsic_value	A	DCF, EPV, Graham fair-value models
get_anomaly_flags	A	15 automated red-flag checks

News, events & estimates (8 tools)

Tool	Mode	Description
get_news	A	News archive search with sentiment scores
get_corporate_events	A	M&A, executive changes, restructurings
get_economic_calendar	A	FOMC, CPI, GDP, jobs-report dates
get_analyst_recommendations	A	Buy/hold/sell counts, price targets
get_holders	A	Top institutional shareholders
get_13f_holdings	A	Institutional 13F holdings from EDGAR
get_insider_trades	A	Recent insider buy/sell transactions
get_short_interest	A	Short percent of float, days to cover

Pricing, options & screening (3 tools)

Tool	Mode	Description
get_price_history	A	OHLCV price history
get_options_chain	A	Calls and puts with expiry filtering
screen_stocks	A	Filter by sector, market cap, P/E, dividend yield

SEC filings (1 tool)

Tool	Mode	Description
get_sec_filings	S	Recent 10-K, 10-Q, 8-K filings from EDGAR

Bonds — FINRA TRACE (2 tools)

Tool	Mode	Description
search_bonds	S	Search bond issuers via FINRA TRACE
get_bond_data	S	Look up bonds by CUSIP

Macro — FRED (2 tools)

Tool	Mode	Description
get_yield_curve	S	Treasury yield curve from FRED
get_fred_data	S	Any FRED series (GDP, UNRATE, CPI, etc.)

BDC & credit (3 tools)

Tool	Mode	Description
search_bdc_borrower	A	Search BDC portfolio holdings by borrower
get_bdc_list	A	All tracked BDCs with AUM and holdings
get_peer_comparison	A	Peer valuation and financial metrics

Static reference (1 tool)

Tool	Mode	Description
get_value_investing_fact	A	Buffett / Graham / Munger quotes and principles

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Data sources

All data in 2.0.1+ flows through Oxford Ledge's licensed providers or keyless public APIs. Nothing in this package scrapes Yahoo Finance (the previous 1.x / 2.0.0 yfinance path was removed in the 2.0.1 Y1 excision sprint).

• FMP (Financial Modeling Prep) — real-time quotes, financials, analyst estimates, company profiles, historical prices. Routed through OXFORD_LEDGE_URL (API mode) — pip package doesn't carry FMP keys.
• SEC EDGAR — XBRL fundamentals, 10-K/10-Q/8-K filings, Form 4 insider transactions, 13F institutional holdings. Keyless public API.
• FINRA TRACE — corporate bond search + CUSIP lookup. Keyless public API.
• FRED — Treasury yields, economic indicators, data-release calendar. Optional FRED_API_KEY for higher rate limits.
• Finnhub — supplementary quotes + profile. Paid legitimate API (not scraper); routed through OXFORD_LEDGE_URL.
• Oxford Ledge proprietary data — BDC holdings (54 BDCs, 9K+ borrowers), news archive, 176K+ Form 4 transactions, valuations history. API mode only.

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What we don't expose

get_ai_question is intentionally not in the pip package. Claude Desktop and every other MCP client is itself an LLM with the full user conversation in context. Having Oxford Ledge generate "what should I ask about AAPL next?" questions would be redundant with what the consuming LLM already does natively, and worse — we'd see only the ticker, not the reasoning trajectory. If you want AI-guided analysis, use the Oxford Ledge app directly at www.oxfordledge.com where the RAG context + user session enable actually-useful suggestions. See docs/reference/KNOWN_GAPS.md in the main repo for the decision record.

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Full Terminal

For the complete experience with 45+ databases, news archive, credit analysis, BDC data, and AI-powered analysis, visit www.oxfordledge.com.

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License

MIT

Disclaimer

This software is provided "as is", without warranty of any kind, under the MIT License (see LICENSE). It is a developer tool for accessing and parsing financial data. It is not investment, financial, legal, or tax advice, and nothing it returns is a recommendation to buy, sell, or hold any security. Data may be incomplete, delayed, or inaccurate. You are responsible for independently verifying anything you rely on and for your own investment decisions. Data returned by the Oxford Ledge API is governed by the terms at https://www.oxfordledge.com.

Contributions

By submitting a pull request or patch, you agree your contribution is licensed under the same MIT License as this project (inbound = outbound).