oxford-ledge-mcp 3.0.1

MCP server for Oxford Ledge financial terminal — 16 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: 3.0.0 (gov-public-data-only surface)

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

16 tools for SEC filings & fundamentals, institutional & insider ownership, corporate bonds, BDC/private-credit holdings, and macro rates. As of 3.0.0 this is a gov-public-data-only package: every tool is backed by SEC EDGAR, FRED, U.S. Treasury, or FINRA TRACE (public data) — no commercial-vendor feed anywhere in the surface. MIT-licensed, Oxford-Ledge-authored. 6 tools run fully standalone against keyless public APIs; the other 10 route SEC/gov data through a running Oxford Ledge instance via OXFORD_LEDGE_URL. (Vendor-fed quotes/estimates/screens/news are no longer in the package — use the hosted Oxford Ledge MCP server for those.)

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 16 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 10 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 (16)

Mode column: S = works in standalone (no OXFORD_LEDGE_URL required), A = API mode only. As of 3.0.0 every tool is gov-public-data (SEC EDGAR / FRED / Treasury / FINRA TRACE).

Removed — vendor-data lineage (pin an older version if you need them): 3.0.0 (keyless-public cut): get_stock_quote, get_financials, get_balance_sheet, get_cash_flow, get_analyst_recommendations, get_company_info, compare_stocks, screen_stocks, get_anomaly_flags, get_options_chain, get_economic_calendar, get_news, search_company (pin ==2.1.0). 2.1.0 (FMP-removal): get_company_data, get_company_profile, get_market_indicators, get_valuation_history, calculate_intrinsic_value, get_price_history, get_peer_comparison (pin ==2.0.4). These remain available via the hosted Oxford Ledge MCP server. See CHANGELOG.md / MIGRATING.md.

SEC fundamentals & filings (4 tools)

Tool	Mode	Description
get_fundamentals	S	10-year XBRL financials from SEC EDGAR
get_sec_filings	S	Recent 10-K, 10-Q, 8-K filings from EDGAR
get_capital_allocation	A	10-year buyback / dividend / debt scorecard (SEC XBRL)
get_debt_maturities	A	Maturity schedule from 10-K footnotes

Ownership & insiders — SEC (3 tools)

Tool	Mode	Description
get_13f_holdings	A	Institutional 13F holdings from EDGAR
get_holders	A	Top institutional shareholders (13F)
get_insider_trades	A	Recent insider Form 4 buy/sell transactions

Corporate events — SEC (1 tool)

Tool	Mode	Description
get_corporate_events	A	M&A, executive changes, restructurings (8-K)

Bonds & short interest — FINRA TRACE (3 tools)

Tool	Mode	Description
search_bonds	S	Search bond issuers via FINRA TRACE
get_bond_data	S	Look up bonds by CUSIP (FINRA TRACE)
get_short_interest	A	Short percent of float, days to cover (FINRA)

Macro — FRED / Treasury (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 & private credit — SEC / Oxford Ledge (2 tools)

Tool	Mode	Description
search_bdc_borrower	A	Search BDC portfolio holdings by borrower (SEC SoI)
get_bdc_list	A	All tracked BDCs with AUM and holdings

Reference — Oxford Ledge (1 tool)

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

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Data sources

Every tool is backed by public data — SEC EDGAR, FRED, U.S. Treasury, or FINRA TRACE. Nothing in this package scrapes Yahoo Finance (the 1.x / 2.0.0 yfinance path was removed in the 2.0.1 Y1 excision), and as of 3.0.0 there is no commercial-vendor feed anywhere in the surface (the FMP/Finnhub-backed quote/estimate/screen/news tools were removed — they live on the hosted Oxford Ledge MCP server).

• 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). Insider Form 4 (get_insider_trades), 13F holdings (get_13f_holdings / get_holders), 8-K events (get_corporate_events), capital-allocation + debt-maturity XBRL, and BDC Schedule-of-Investments parses route through OXFORD_LEDGE_URL (API mode) against Oxford Ledge's EDGAR-backed tables.
• FINRA TRACE — corporate bond search + CUSIP lookup (fetched directly, keyless) and short interest (API mode). Public data.
• FRED / U.S. Treasury — Treasury yield curve + any FRED series, fetched directly. Requires FRED_API_KEY (get_yield_curve / get_fred_data error out without it).
• Oxford Ledge proprietary parses — BDC holdings (54 BDCs, 9K+ borrowers, from SEC SoI filings) + the curated value-investing corpus. 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