oxford-ledge-mcp 2.0.2

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 — 2.0.1 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 1.x or 2.0.0? See MIGRATING.md. Short version: tool names, arg schemas, and config are unchanged. Two substantive changes:

1. 2.0 extracted the shared tool registry into an oxford_ledge_mcp_core subpackage consumed by both the pip-installable server and Oxford Ledge's in-tree server. No user-visible behavior change.
2. 2.0.1 removed yfinance from this package (it was a ToS-violating scraper dependency). 11 tools that used to work standalone now require OXFORD_LEDGE_URL.

Data sources (after 2.0.1)

Nothing in this package scrapes Yahoo Finance. Oxford Ledge sources data from:

• FMP (Financial Modeling Prep) — stock quotes, fundamentals, analyst estimates
• SEC EDGAR — 10-K/Q filings, Form 4 insider transactions, 13F institutional holdings
• FRED — Treasury yields, macroeconomic series
• FINRA TRACE — bond issuer search + CUSIP lookup
• Finnhub — supplementary quotes + profile data

The oxford-ledge-mcp pip package itself has zero runtime dependencies on any of the above — all data is fetched through the Oxford Ledge server over OXFORD_LEDGE_URL. Standalone mode (no server) is limited to FRED + FINRA TRACE + static reference tools.

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

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.

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 (without OXFORD_LEDGE_URL)

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

• FRED macro: get_yield_curve, get_fred_data
• FINRA bond search: search_bonds, get_bond_data
• SEC EDGAR directly: get_sec_filings, get_fundamentals
• Static reference: get_value_investing_fact

Everything else (stock quotes, financials, analyst data, portfolio tools, screener, etc.) requires OXFORD_LEDGE_URL. Without it, those tools raise ToolError.API_REQUIRED with a pointer to this README.

This is a change from 1.x / 2.0.0, which used yfinance to cover 18 standalone tools. That path was removed in 2.0.1 — see MIGRATING.md for the rationale.

License

MIT