oxford-ledge-mcp 2.0.0

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 — 2.0.0 architecture refactor

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. Works standalone with free public data or connects to your Oxford Ledge instance for the full suite.

Upgrading from 1.x? 2.0 is an internal architecture refactor — tool names, argument schemas, and output shapes are unchanged, and your Claude Desktop config stays the same. See MIGRATING.md for details. Under the hood, 2.0 extracts the shared tool registry (@mcp_tool decorator, cache, error class) into a new oxford_ledge_mcp_core subpackage that both the pip-installable server and Oxford Ledge's in-tree server consume — eliminates drift between the two.

Install

pip install oxford-ledge-mcp

Claude Desktop Setup

Add to your claude_desktop_config.json:

{
  "mcpServers": {
    "oxford-ledge": {
      "command": "oxford-ledge-mcp"
    }
  }
}

Restart Claude Desktop. You'll see 36 financial tools available.

API Mode (recommended)

For all 36 tools, connect to a running Oxford Ledge instance:

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

Environment Variables

Variable	Description
OXFORD_LEDGE_URL	Oxford Ledge API URL (enables all 36 tools)
FRED_API_KEY	FRED API key for yield curve and economic data

Available Tools

Standalone Tools (18 tools, no server needed)

Tool	Description
get_stock_quote	Current price, P/E, EV/EBITDA, market cap, beta
get_financials	Income statement (revenue, net income, EBITDA)
get_balance_sheet	Assets, liabilities, equity, debt, cash
get_cash_flow	Operating, investing, financing cash flows, FCF
get_analyst_recommendations	Buy/hold/sell counts, price targets
get_holders	Top institutional shareholders
get_company_info	Sector, industry, employees, description
compare_stocks	Side-by-side comparison of 2-5 stocks
get_sec_filings	Recent 10-K, 10-Q, 8-K filings from EDGAR
get_insider_trades	Recent insider buy/sell transactions
get_options_chain	Calls and puts with expiry filtering
screen_stocks	Filter by sector, market cap, P/E, dividend yield
get_fundamentals	10-year XBRL financials from SEC EDGAR
search_bonds	Search bond issuers via FINRA TRACE
get_bond_data	Look up bonds by CUSIP
get_yield_curve	Treasury yield curve from FRED
get_fred_data	Any FRED series (GDP, UNRATE, CPI, etc.)
get_short_interest	Short percent of float, days to cover

API-Mode Tools (18 additional tools, require OXFORD_LEDGE_URL)

Tool	Description
get_company_data	Full company data with valuation multiples
search_company	Fuzzy search by name, ticker, or industry
get_company_profile	Business description, CEO, founding year
get_corporate_events	M&A, executive changes, restructurings
get_market_indicators	S&P 500, VIX, Treasury yields, gold, oil
search_bdc_borrower	Search BDC portfolio holdings by borrower
get_bdc_list	All tracked BDCs with AUM and holdings
calculate_intrinsic_value	DCF, EPV, Graham fair value models
get_anomaly_flags	15 automated red flag checks
get_debt_maturities	Maturity schedule from 10-K footnotes
get_capital_allocation	10-year buyback/dividend/debt scorecard
get_peer_comparison	Peer valuation and financial metrics
get_news	News archive search with sentiment scores
get_price_history	OHLCV price history
get_13f_holdings	Institutional 13F holdings from EDGAR
get_value_investing_fact	Buffett/Graham/Munger quotes and principles
get_valuation_history	Historical P/E, EV/EBITDA, P/B, P/S
get_economic_calendar	FOMC, CPI, GDP, jobs report dates

Data Sources

• yfinance -- real-time quotes, financials, analyst data
• SEC EDGAR -- XBRL fundamentals, 10-K/10-Q/8-K filings
• FINRA TRACE -- corporate bond search and pricing
• FRED -- Treasury yields, economic indicators
• Oxford Ledge API -- BDC holdings, news archive, valuations (API mode)

Full Terminal

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

Standalone Mode Data Source Notice

The 18 standalone tools (including get_stock_quote, get_financials, get_short_interest, etc.) rely on the open-source yfinance library, which retrieves data from Yahoo Finance. Yahoo Finance's Terms of Service restrict automated access and commercial redistribution of scraped data. Because oxford-ledge-mcp runs on your local machine (inside Claude Desktop), all such requests originate from your IP and are governed by Yahoo's ToS as they apply to you.

• Standalone mode is intended for personal, educational, and research use.
• If you plan to use this data commercially, redistribute it, or integrate it into a paid product, review Yahoo Finance's Terms of Service first and obtain appropriate licensing.
• For commercial or production workloads, we strongly recommend API mode (set OXFORD_LEDGE_URL), which routes requests through Oxford Ledge's licensed data providers (FMP, Finnhub, SEC EDGAR, FRED) rather than scraping.
• Oxford Ledge LLC is not responsible for end-user compliance with third-party data provider terms when using standalone mode.

Tools that use yfinance under the hood: get_stock_quote, get_financials, get_balance_sheet, get_cash_flow, get_analyst_recommendations, get_holders, get_company_info, compare_stocks, get_insider_trades, get_options_chain, screen_stocks, get_short_interest.

License

MIT