Canli Capital — Claude Code MCP server: features and setup
Connect an agent to financial data and analysis tools for market research, SEC filings, portfolios, and strategy tests. Useful when a coding assistant needs to check figures or explore market data.
claude mcp add --transport http canli-mcp https://canlicapital.com/mcp/canliWhat Canli Capital does
Canli Capital brings 345 finance tools behind five MCP functions. An agent can locate a tool, inspect its schema, then run it. The available work spans portfolio risk, options, strategy backtests, SEC and European filings, macroeconomic data, stock and crypto prices, DeFi metrics, and prediction-market odds.
The server can compare figures in a draft with SEC filings and test backtests for overfitting or data leakage. Some results can appear as interactive charts and tables. The hosted service retains no state between requests, so related calls need to run together in one run_tool batch.
Connect over HTTP to use the hosted service, or launch the local package with npx -y canli-mcp. File arguments and price data require the local version; Alpaca paper trading requires broker credentials. Those keys are needed for trading, not for every server feature.
What it helps with
- check financial claims against SEC filings
- compare company figures across earlier reports
- inspect portfolio and options risk
- test a backtest for overfitting and data leakage
- retrieve rates, prices, and macroeconomic series
Example prompts for the agent
- Compare the figures in this financial draft with SEC filings and flag claims that the filings do not support.
- Test this strategy for overfitting and data leakage, then show the backtest results.
- Compare these companies' performance and chart changes in their financial metrics.
How to install Canli Capital
1Platform CLI: remote server
claude mcp add --transport http canli-mcp https://canlicapital.com/mcp/canli2Platform CLI
claude mcp add --env CANLI_PACKS=<CANLI_PACKS> --env CANLI_OFFLINE=<CANLI_OFFLINE> --env ALPACA_PAPER_KEY_ID=<ALPACA_PAPER_KEY_ID> --env ALPACA_PAPER_SECRET_KEY=<ALPACA_PAPER_SECRET_KEY> --transport stdio mcp-canli -- npx -y canli-mcpReplace <…> with your own values
1Platform CLI: remote server
codex mcp add mcp-canli --url https://canlicapital.com/mcp/canli2Platform CLI
codex mcp add mcp-canli --env CANLI_PACKS=<CANLI_PACKS> --env CANLI_OFFLINE=<CANLI_OFFLINE> --env ALPACA_PAPER_KEY_ID=<ALPACA_PAPER_KEY_ID> --env ALPACA_PAPER_SECRET_KEY=<ALPACA_PAPER_SECRET_KEY> -- npx -y canli-mcpReplace <…> with your own values
Config file
{
"mcpServers": {
"mcp-canli": {
"url": "https://canlicapital.com/mcp/canli"
}
}
}{
"mcpServers": {
"mcp-canli": {
"command": "npx",
"args": [
"-y",
"canli-mcp"
],
"env": {
"CANLI_PACKS": "<CANLI_PACKS>",
"CANLI_OFFLINE": "<CANLI_OFFLINE>",
"ALPACA_PAPER_KEY_ID": "<ALPACA_PAPER_KEY_ID>",
"ALPACA_PAPER_SECRET_KEY": "<ALPACA_PAPER_SECRET_KEY>"
}
}
}
}Replace <…> with your own values
Config file
{
"servers": {
"mcp-canli": {
"type": "http",
"url": "https://canlicapital.com/mcp/canli"
}
}
}{
"servers": {
"mcp-canli": {
"type": "stdio",
"command": "npx",
"args": [
"-y",
"canli-mcp"
],
"env": {
"CANLI_PACKS": "<CANLI_PACKS>",
"CANLI_OFFLINE": "<CANLI_OFFLINE>",
"ALPACA_PAPER_KEY_ID": "<ALPACA_PAPER_KEY_ID>",
"ALPACA_PAPER_SECRET_KEY": "<ALPACA_PAPER_SECRET_KEY>"
}
}
}
}Replace <…> with your own values
1Platform CLI: remote server
gemini mcp add -t http mcp-canli https://canlicapital.com/mcp/canli2Platform CLI
gemini mcp add -e CANLI_PACKS=<CANLI_PACKS> -e CANLI_OFFLINE=<CANLI_OFFLINE> -e ALPACA_PAPER_KEY_ID=<ALPACA_PAPER_KEY_ID> -e ALPACA_PAPER_SECRET_KEY=<ALPACA_PAPER_SECRET_KEY> mcp-canli npx -y canli-mcpReplace <…> with your own values
Step by step, with commands for each platform: How to add an MCP server to Claude Code, Codex, Cursor, VS Code, Gemini CLI and more
Questions about Canli Capital
How do I install Canli Capital in Claude Code?
Add the hosted connection with claude mcp add --transport http canli-mcp https://canlicapital.com/mcp/canli. Use the local server for file arguments and price data.
What does Canli Capital do?
It gives an agent finance tools for market research, filings, portfolios, and backtests. It can also check financial claims against SEC documents.
Does Canli Capital require API keys?
The hosted connection needs no key. Alpaca credentials are required for paper trading, while file arguments require a local server.
