MCP Server
Connect Vantafin to AI tools that speak the Model Context Protocol (MCP) - such as Claude, Claude Code and Cursor - so they can query Vantafin data directly: live quotes, fundamentals, SEC filings, earnings transcripts, screeners, macro data and more. The server uses the same fast data layer that powers Vantafin chat, so answers are accurate and grounded in the underlying filings and figures.
Cursor
Add the server to ~/.cursor/mcp.json (or a project .cursor/mcp.json), then enable it in Settings → MCP.
{
"mcpServers": {
"vantafin": {
"url": "https://mcp.vantafin.com/mcp",
"headers": {
"Authorization": "Bearer vf-live-your_api_key"
}
}
}
}Claude Code
Register the remote server from your terminal:
claude mcp add --transport http vantafin https://mcp.vantafin.com/mcp \
--header "Authorization: Bearer vf-live-your_api_key"Claude Desktop
The easiest path is Claude's Connectors UI. Use the config-file fallback only if Connectors is unavailable on your plan.
1. Connectors (recommended)
Works in Claude Desktop and on claude.ai. No local JSON edit required.
- Open Connectors
In Claude Desktop or claude.ai, go to Settings → Customize → Connectors (or Settings → Connectors).
- Add a custom connector
Click Add custom connector. Set the name to Vantafin. Leave the OAuth Client ID / Secret fields empty - Vantafin authenticates with an API key, not OAuth.
- Paste the MCP URL
If the dialog has a Request headers section, use the endpoint https://mcp.vantafin.com/mcp and add header authorization with value Bearer YOUR_KEY (include the Bearer prefix). Otherwise paste this URL, which embeds your key as a query parameter:
https://mcp.vantafin.com/mcp/?apiKey=vf-live-your_api_key - Connect and try it
Click Add, then Connect. In a new chat, enable the connector from the +menu and ask something like "What's AAPL trading at?" - Claude should call a Vantafin tool.
2. Config file (fallback)
If Connectors is not available, Claude Desktop can reach the remote server through the mcp-remote bridge. Add this to claude_desktop_config.json and fully quit / reopen Claude. On Windows (Microsoft Store build) the file is under %LOCALAPPDATA%\Packages\Claude_*\LocalCache\Roaming\Claude\; on macOS it is ~/Library/Application Support/Claude/.
{
"mcpServers": {
"vantafin": {
"command": "npx",
"args": [
"-y",
"mcp-remote",
"https://mcp.vantafin.com/mcp",
"--header",
"Authorization: Bearer vf-live-your_api_key"
]
}
}
}Verify the connection
List the available tools with a raw request:
curl -X POST https://mcp.vantafin.com/mcp \
-H "Authorization: Bearer vf-live-your_api_key" \
-H "Content-Type: application/json" \
-H "Accept: application/json, text/event-stream" \
-d '{"jsonrpc":"2.0","id":1,"method":"tools/list"}'Available tools
The AI client picks the right tool automatically based on your question.
| Tool | Description |
|---|---|
| get_time | Current date and time in any timezone. |
| search_companies | Resolve a company name, ticker prefix, or CIK to tickers. |
| get_quotes | Live price, % change, volume, day range, market cap and shares for tickers. |
| get_company_profile | Sector, industry, country, CEO, employees, website, CIK and description. |
| get_valuation_metrics | Market cap, P/E, P/S, TTM revenue/EPS and net margin. |
| get_financials | Income statement, balance sheet or cash flow (annual or quarterly). |
| get_revenue_segmentation | Revenue broken down by product or geography. |
| get_etf_holdings | Top constituent holdings and weights for an ETF or fund. |
| get_price_history | Split-adjusted OHLCV history with a performance summary. |
| search_filings | Semantic search inside chunked SEC filings (e.g. Risk Factors in a 10-K). |
| list_filings | List a company's recent SEC filings (metadata). |
| read_filing | Read chunked text of a specific SEC filing for summarization or detailed review. |
| list_transcripts | List a company's indexed earnings-call transcripts (newest first). |
| read_transcript | Read an earnings-call transcript for summarization or detailed review. |
| search_transcripts | Semantic search inside earnings-call transcripts. |
| search_earnings_materials | Semantic search inside earnings materials (decks, press releases, supplements). |
| get_earnings | Earnings results vs estimates (EPS and revenue). |
| screen_stocks | Screen stocks across the full metric set (valuation, financials, margins, growth, technicals, dividends) with comparison operators. |
| get_news | Latest market or company-specific news. |
| get_events | Corporate calendar events (earnings dates, ex-dividend, splits). |
| get_macro | Macro series such as central-bank interest rates. |
| get_corporate_actions | Recent stock splits and dividends. |
| get_ipos | IPO calendar (past + upcoming): date, price range, exchange, disclosures and prospectus pricing. |