Open Markets — Claude Code MCP server: features and setup
This MCP server gives agents access to market data, SEC filings, macroeconomic indicators, and portfolio analytics. Use it to investigate securities or assess portfolio risk.
claude mcp add openmarkets -- uvx openmarketsWhat Open Markets does
Open Markets connects an agent to data on equities, bonds, commodities, currencies, crypto, and funds. It also provides SEC EDGAR filings, FRED economic indicators, and portfolio analysis, including VaR/CVaR calculations and SMA/RSI strategy backtests.
Tools are grouped into profiles such as equities, macro, portfolio, and sec. The full profile covers every service and is the default. Claude Code runs the server with uvx, so that command must be available for this setup.
The server spans several kinds of financial data. Specify a ticker, time period, and data type in your request to make the intended lookup clear. For a narrower set of tools, choose a matching profile.
What it helps with
- retrieve current and historical stock prices
- find company filings and insider transaction records
- compare macroeconomic indicators
- calculate portfolio risk with VaR/CVaR
- backtest an SMA or RSI strategy against historical data
Example prompts for the agent
- Find recent SEC EDGAR filings for the company with ticker
AAPL. - Compare historical prices for
MSFTover the requested period and calculate portfolio risk metrics. - Backtest an SMA strategy on historical portfolio data and report the results.
How to install Open Markets
Platform CLI
claude mcp add openmarkets -- uvx openmarketsuvx runs the command named after the package; if the README names another one, use uvx --from openmarkets <command>
Platform CLI
codex mcp add open-markets -- uvx openmarketsuvx runs the command named after the package; if the README names another one, use uvx --from openmarkets <command>
Config file
{
"mcpServers": {
"open-markets": {
"command": "uvx",
"args": [
"openmarkets"
]
}
}
}uvx runs the command named after the package; if the README names another one, use uvx --from openmarkets <command>
Config file
{
"servers": {
"open-markets": {
"type": "stdio",
"command": "uvx",
"args": [
"openmarkets"
]
}
}
}uvx runs the command named after the package; if the README names another one, use uvx --from openmarkets <command>
Platform CLI
gemini mcp add open-markets uvx openmarketsuvx runs the command named after the package; if the README names another one, use uvx --from openmarkets <command>
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 Open Markets
How do I install Open Markets in Claude Code?
Run claude mcp add openmarkets -- uvx openmarkets. This adds Open Markets as an MCP server.
What does Open Markets do?
It gives agents access to financial data, SEC filings, macroeconomic indicators, and quantitative portfolio analysis tools.
Which profiles can I use with Open Markets?
Available profiles include equities, macro, portfolio, and sec. The full profile includes all services and is the default.
