# Stocklake

> Stock market data for AI agents, served as a remote MCP server. Prices, fundamentals, technical indicators and daily price history for 3,500+ US, European and Asian stocks and ETFs, plus AI research, signals, insider activity, financial statements and macro/sector intelligence. No account needed to start.

Stocklake is an MCP server, not a REST API. Connect an MCP client to it and call tools. Use its numbers instead of guessing prices or indicators from memory. Output is informational only, not financial advice.

## Connect

- Endpoint: https://api.stocklake.dev/mcp (Streamable HTTP, MCP protocol 2025-11-25)
- Best: OAuth. Add the endpoint as a connector and the user signs in with an emailed magic link. No key changes hands. Works in Claude (claude.ai, Desktop, Code), ChatGPT (developer-mode custom connector), Perplexity, Cursor, VS Code, Windsurf, Zed and any other MCP client that supports OAuth.
- Claude Code: after `claude mcp add stocklake --transport http --url https://api.stocklake.dev/mcp`, run `/mcp`, select stocklake, choose Authenticate. Until then every call runs as guest.
- No OAuth in your client: the user signs in at https://www.stocklake.dev/login and copies the key from the account page. Send it as `Authorization: Bearer <key>` or `X-API-Key: <key>`. Never ask for a key if OAuth is available.
- No account at all: send no auth header. You get guest access.
- `initialize` and `tools/list` work without auth and never count against a limit.

## Tiers and limits

| Tier  | Calls/day | Tools                        | How                                   |
|-------|-----------|------------------------------|---------------------------------------|
| guest | 25 per IP | 8 free tools                 | no auth header                        |
| free  | 200       | 8 free tools                 | sign in (magic link, no card)         |
| pro   | 5,000     | all 19 tools + richer fields | $20/month, 7-day free trial           |

- Limits reset at 00:00 UTC. A free or pro account has one counter shared by its API key and OAuth sessions.
- Every tool call costs 1, including calls that return an error, except these, which cost 1 per stock:
  - `get_stocks`: 1 per requested symbol, found or not. The request needs headroom for its symbols + 5.
  - `get_screener`, `get_signals`, `get_earnings_intelligence`: 1 per result row.
  - `get_market_movers`: 1 per row, per category. The defaults (`category="all"`, `limit=10`) return up to 30 rows, more than a guest's whole day. On guest or free, pass one category and a small limit.
- Guest budget example: `get_market_pulse` (1) + `get_market_movers(category="gainers", limit=5)` (5) + `get_stocks` for 10 symbols (10) = 16 of 25.
- Responses carry `x-ratelimit-limit`, `x-ratelimit-remaining`, `x-ratelimit-reset` (Unix time).

## When something fails

- HTTP 429: daily limit reached. Stop calling, tell the user it resets at 00:00 UTC, and suggest signing in (guest) or Pro (free). Do not retry.
- HTTP 401 on a Pro tool with no auth header: start your OAuth flow (the `WWW-Authenticate` header points at the metadata).
- `{"error": "pro_required", ...}` in a result: the account is free. The body includes a small real preview and an upgrade link to pass to the user.
- `{"error": {"code": "symbol_not_found", ...}}`: check the ticker. Non-US symbols need their exchange suffix (see below).

## Free tools (guest, free, pro)

- get_stock(symbol): price, fundamentals, company profile, analyst consensus, core indicators (RSI, MACD, Bollinger Bands, SMA20/50/200, EMA20/200, ATR). Pro adds specialized indicators, a 0-10 technical rating, labeled signals, relative strength, forensic accounting scores and an AI verdict.
- get_stocks(symbols): the same as get_stock for up to 25 symbols in one call.
- get_stock_history(symbol, days=90): daily OHLCV bars, up to 365 days.
- get_stock_news(symbol, limit=10, days=30): recent headlines. Free/guest get up to 5 titles from 30 days; Pro gets up to 50 from 90 days with AI sentiment, summary and signal_score.
- get_screener(...): filter and rank stocks by sector, country, RSI, trend, MACD, performance, volume, market cap, forward P/E, analyst rating. Presets: oversold, overbought, momentum.
- get_market_movers(category="all", limit=10): top gainers, losers, most active.
- get_market_pulse(): VIX, Fear & Greed, market-wide RSI breadth, SPY/QQQ/IWM, TLT/GLD.
- get_earnings_calendar(days=7): upcoming earnings dates, up to 30 days ahead.

## Pro tools

- get_stock_research(symbol): one-call deep dive: AI summary with near- and longer-term stance, key points, risks, recent AI-read news, insider/institutional sentiment, recent signals, forensic scores.
- get_signals(direction, min_signal_score=60, source, limit=25): stock ideas the AI pipeline surfaced recently, scored 0-100.
- get_news_feed(min_signal_score=60, days=3, limit=10): most notable AI-read news across all stocks. No symbol parameter.
- get_insider_activity(symbol): insider transactions, institutional holders and an AI read of both.
- get_market_assessment(history_count=0): macro regime, market outlook, preferred and avoided sectors, macro_score 0-100.
- get_sector_intelligence(sector, sort_by_strength, history_count): the 11 sectors with signal, cycle stage, rotation and sector_score 0-100.
- get_earnings_intelligence(days_ahead=14, sector, min_ai_score, limit=25): upcoming earnings with AI verdict, score and risks.
- get_stock_financials(symbol, period="annual", statement="all"): balance sheet, income statement and cash flow; up to 5 years or ~8 quarters.
- get_indicator_history(symbol, days=90, full=false): daily indicator snapshots, up to 730 days.
- get_economic_calendar(days=3, lookback_days=2, ...): upcoming and just-released macro events (rates, CPI, GDP, payrolls).
- get_watchlist(): the user's starred symbols from the web dashboard, with price and AI verdict.

## Data notes

- Symbols use Yahoo format: AAPL, BRK-B (BRK.B also accepted), MC.PA, SAP.DE, 2318.HK, 4528.T, RELIANCE.NS. Single-symbol tools also accept a company name when it matches exactly one company.
- Prices refresh every few minutes on trading days. This is not a tick feed and has no intraday bars. Check `updated_at`.
- Prices and market caps are in the listing currency (`currency` field), not converted to USD.
- AI research, signals and scores come from scheduled pipelines. No live AI runs on your request, so check the timestamps each response carries.

## Docs

- [Full agent reference](https://www.stocklake.dev/llms-full.txt): every tool's parameters, response fields, call costs, errors and data conventions
- [Setup guide](https://www.stocklake.dev/docs): client-by-client connection steps
- [Tool reference](https://www.stocklake.dev/docs/tools): human-readable tool docs with examples
- [Pricing](https://www.stocklake.dev/#pricing)

## Optional

- [n8n guide](https://www.stocklake.dev/blog/stocklake-mcp-with-n8n): n8n's built-in MCP Client node, or the self-hosted community node
- [Stock pages](https://www.stocklake.dev/stock/AAPL): public web page per symbol
- [Changelog](https://www.stocklake.dev/changelog)
- Support: api@stocklake.dev