oxford-ledge-mcp 2.1.0

MCP server for Oxford Ledge financial terminal — 29 tools for stocks, SEC filings, credit data, bonds, macro indicators, and BDC holdings from Claude Desktop

Oxford Ledge MCP Server

Last updated: 2026-07-21 Version: 2.1.0 (clean-core: vendor-fed tools removed)

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

29 tools for stocks, SEC filings, bonds, credit data, BDC holdings, macro indicators, and more. This is an MIT-licensed, Oxford-Ledge-authored client: several tools proxy the Oxford Ledge hosted service (a licensed data service) at runtime rather than bundling any vendor data. Best experienced with OXFORD_LEDGE_URL set — routes through a running Oxford Ledge instance whose pipeline draws on SEC EDGAR, FRED, FINRA TRACE, and licensed commercial feeds. A small subset of tools also works standalone against keyless public APIs.

Upgrading from 1.x / 2.0.0 / 2.0.1? See MIGRATING.md. Short version: tool names, arg schemas, and config are unchanged across the 2.x series. 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.
3. 2.0.2 internal-refactor cleanup; no behavior change.

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Install

pip install oxford-ledge-mcp

The base install has zero third-party dependencies (stdlib only, since the 2.0.1 yfinance excision). The server ships with a built-in JSON-RPC-over-stdio fallback, so it runs as-is. For the canonical mcp protocol library path, install the optional extra:

pip install "oxford-ledge-mcp[mcp]"

If the mcp package is present the server uses it; otherwise it transparently falls back to the built-in stdio loop. Either way, requires Python ≥ 3.9.

Running via uvx (no install). You can skip pip install and let uv fetch + run the package on demand — set "command": "uvx", "args": ["oxford-ledge-mcp"]. Because the package declares no required deps, plain uvx oxford-ledge-mcp runs the built-in JSON-RPC loop (complete, zero extra deps); add the official library with "args": ["--with", "mcp", "oxford-ledge-mcp"] only if you specifically want its protocol handling. Both connect to Claude Desktop. On Windows, if Claude Desktop reports the server failed to start, it usually can't find uvx on the GUI's PATH — use the absolute path as the command (e.g. C:\\Users\\<you>\\.local\\bin\\uvx.exe).

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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 29 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_API_KEY": "ol_live_..."
      }
    }
  }
}

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).

OXFORD_LEDGE_API_KEY is your Oxford Ledge API key (create one at oxfordledge.com/account). It is sent as the x-api-key header and it is what makes the tools yours:

• Without it, this client is anonymous against the API. The free public-data tools (SEC EDGAR, FRED, Treasury, FINRA) still work — that is deliberate — but every tier-gated tool answers AUTH_REQUIRED telling you to set the key.
• With it, tools resolve against your plan's tier, and calls are attributed to your account (see /api/billing/agent-usage). A trial key (ol_trial_...) works too — it lets you evaluate the paid tools for 14 days, no card, under a daily cap.

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 direct public APIs:

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

The six standalone tools split by their data source:

• 4 fully keyless — get_fundamentals + get_sec_filings (direct SEC EDGAR) and search_bonds + get_bond_data (FINRA TRACE). No env var of any kind.
• 2 require FRED_API_KEY — get_yield_curve and get_fred_data call FRED directly and raise ToolError.API_REQUIRED with a "Set FRED_API_KEY" message if the key is unset. Get a free key at fred.stlouisfed.org.

The other 23 tools raise ToolError.API_REQUIRED with a pointer to set OXFORD_LEDGE_URL when called in standalone mode. This is a change from 1.x / 2.0.0, which used yfinance to cover more standalone tools. That path was removed in 2.0.1 — see MIGRATING.md for the rationale.

3. Dev mode — in-tree from an Oxford Ledge checkout

If you're an Oxford Ledge contributor working on the parser/dispatcher itself, run mcp_server.py directly from your checkout:

{
  "mcpServers": {
    "oxford-ledge-dev": {
      "command": "python",
      "args": ["/abs/path/to/oxford_ledge/mcp_server.py"],
      "env": {
        "OXFORD_LEDGE_USER_TIER": "pro"
      }
    }
  }
}

OXFORD_LEDGE_USER_TIER is enforced in dev-mode by the in-tree server (M2 tier-gate, 2026-04-24); set it to learner / analyst / plus / pro / investor_plus to test tier-restricted tools. Not used in API or standalone modes (those enforce via session cookies / not at all). See MCP_FOLLOWUPS.md §8.2 for the design record.

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

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Available tools (29)

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

Removed in 2.1.0 (vendor-data lineage; pin oxford-ledge-mcp==2.0.4 if you need them): get_company_data, get_company_profile, get_market_indicators, get_valuation_history, calculate_intrinsic_value, get_price_history, get_peer_comparison. See CHANGELOG.md / MIGRATING.md.

Stocks & quotes (4 tools)

Tool	Mode	Description
get_stock_quote	A	Current price, P/E, EV/EBITDA, market cap, beta
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

Fundamentals & valuation (7 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_capital_allocation	A	10-year buyback / dividend / debt scorecard
get_debt_maturities	A	Maturity schedule from 10-K footnotes
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

Options & screening (2 tools)

Tool	Mode	Description
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 (2 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

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. Routed through OXFORD_LEDGE_URL (API mode) — the pip package carries no FMP keys and bundles no FMP data; it proxies Oxford Ledge's licensed hosted service. (The vendor-price/profile tools that leaned on FMP were removed in 2.1.0.)
• SEC EDGAR — XBRL fundamentals (get_fundamentals) and 10-K/10-Q/8-K filing lists (get_sec_filings) are fetched directly from EDGAR by the pip package (keyless). Form 4 insider transactions (get_insider_trades) and 13F holdings (get_13f_holdings) route through OXFORD_LEDGE_URL (API mode) against Oxford Ledge's EDGAR-backed tables.
• FINRA TRACE — corporate bond search + CUSIP lookup, fetched directly by the pip package. Keyless public API.
• FRED — Treasury yield curve + any FRED series, fetched directly by the pip package. Requires FRED_API_KEY (get_yield_curve / get_fred_data error out without it).
• 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