Vibe-Trading MCP Server: Setup for Claude Code, Cursor and Other Apps

• Gets price history for stocks and crypto

  Fetches open, high, low, close and volume bars for stocks, crypto or both from the data source you pick.

  Try: “Get daily prices for AAPL.US and BTC-USDT for the last year.”

  Network · get_market_data

• Turns a company name into a ticker

  Finds candidate symbols for a name or fragment, in the project's format for A-shares, Hong Kong, US and other markets.

  Try: “What is the ticker for Tencent?”

  Network · search_symbol

• Ranks a market by movers or activity

  Screens a market and returns the top names by a metric, such as biggest movers or most traded.

  Try: “Show today's top 10 US movers.”

  Network · screen_market

• Shows a company profile and estimates

  Returns valuation figures, analyst targets, estimates and ownership for a US, Hong Kong or UK listing.

  Try: “Give me the profile of NVDA.US.”

  Network · get_stock_profile

• Gets income, balance and cash flow figures

  Returns financial statements or key indicators per period, newest first, for A-share, US and Hong Kong stocks.

  Try: “Show the last four quarters of income statements for MSFT.US.”

  Network · get_financial_statements

• Gets fundamentals as daily panels

  Returns fundamentals such as return on equity or net income as daily tables aligned by filing date, with point-in-time mode on by default.

  Try: “Get ROE for these five stocks as a daily panel.”

  Network · get_fundamentals

• Lists SEC filings or reported figures

  Returns recent 10-K, 10-Q and 8-K filings for a US company, or its reported financial data.

  Try: “List recent SEC filings for TSLA.”

  Network · get_sec_filings

• Shows which funds hold a US stock

  Reads Form 13F filings from SEC EDGAR to show a manager's portfolio or the holders of a ticker, with quarter-over-quarter changes.

  Try: “Which funds increased their position in AAPL last quarter?”

  Network · get_institutional_holdings

• Shows what is inside an ETF

  Returns the holdings of an ETF or fund with weights and values, or searches funds by ticker, name or theme.

  Try: “What are the top holdings of SPY?”

  Network · etf_holdings

• Gets the options chain for a stock

  Returns calls and puts for one expiration with strike, bid, ask, volume, open interest and implied volatility.

  Try: “Show the AAPL options chain for the next expiry.”

  Network · get_options_chain

• Gets recent headlines for a stock

  Returns recent financial news headlines for A-shares, US and Hong Kong stocks.

  Try: “Latest news for 00700.HK.”

  Network · get_stock_news

• Gets a US economic indicator from FRED

  Returns dated values for series such as CPI, unemployment, GDP or the federal funds rate.

  Try: “Plot the US unemployment rate since 2020.”

  Network · get_macro_series

• Reads Polymarket event odds

  Reads public Polymarket data where a price is the market-implied probability of an event. It is read-only.

  Try: “What are the odds that the Fed cuts rates in December?”

  Network · prediction_market

• Finds finance papers and summarizes them

  Searches arXiv and OpenAlex for finance papers, or reads one into a short brief for building a factor.

  Try: “Find recent papers on momentum factors.”

  Network · research_papers

• Scores text or shows crypto fear and greed

  Scores text from bearish to bullish, or returns the crypto Fear and Greed Index.

  Try: “Score the sentiment of this earnings headline.”

  Network · sentiment

• Shows the crypto order book

  Returns a read-only snapshot of bids and asks from OKX or Binance with the spread and depth imbalance.

  Try: “Show the BTC-USDT order book on Binance.”

  Network · orderbook_depth

• Calculates RSI, MACD and other indicators

  Computes RSI, MACD, Bollinger Bands, SMA and EMA plus volume statistics for a symbol.

  Try: “Compute RSI and MACD for NVDA.US.”

  Network · technical_indicators

• Spots chart patterns

  Detects patterns such as head and shoulders, double tops, triangles and channels in price files from a run folder.

  Try: “Look for chart patterns in the saved prices.”

  Files · pattern_recognition

• Shows money flowing in or out of a stock

  Returns net inflow by order size for A-share, Hong Kong and US stocks.

  Try: “Is big money flowing into 600519.SH?”

  Network · get_fund_flow

• Gets the A-share top traders board

  Returns the Chinese dragon-tiger board for a trade date, from Eastmoney.

  Try: “Show yesterday's dragon-tiger board.”

  Network · get_dragon_tiger

• Shows Stock Connect inflows into A-shares

  Returns the latest net inflow and recent history for Shanghai and Shenzhen Connect.

  Try: “How much did northbound money buy this week?”

  Network · get_northbound_flow

• Shows Stock Connect inflows into Hong Kong

  Returns the latest net buying and recent history into Hong Kong stocks.

  Try: “Show southbound flows for the last month.”

  Network · get_southbound_flow

• Gets margin-trading balances for an A-share

  Returns daily financing and securities-lending balances for one stock.

  Try: “Show margin balances for 000001.SZ.”

  Network · get_margin_trading

• Gets large A-share block trades

  Returns recent block trades with price, amount, premium or discount and broker seats.

  Try: “List recent block trades in 600519.SH.”

  Network · get_block_trades

• Gets the shareholder count history

  Returns the number of holders per reporting period for an A-share and the change from the last period.

  Try: “How has the shareholder count of 000001.SZ changed?”

  Network · get_shareholder_count

• Gets share unlock dates

  Returns the unlock schedule of one A-share, or a calendar of upcoming unlocks for the market.

  Try: “Which stocks have big unlocks next month?”

  Network · get_lockup_expiry

• Looks up A-share sectors and concepts

  Lists the industry and concept boards a stock belongs to, or ranks boards by performance.

  Try: “Which concept boards is 300750.SZ in?”

  Network · get_sector_info

• Gets broker reports and forecasts

  Returns recent sell-side reports for an A-share with ratings and per-year earnings forecasts.

  Try: “What do analysts forecast for 600519.SH?”

  Network · get_research_reports

• Gets NAV history for Chinese funds

  Returns unit and accumulated net asset value and daily growth for off-exchange funds.

  Try: “Show the NAV history of fund 110011.”

  Network · get_fund_nav

• Gets China economic indicators

  Returns series such as GDP, CPI, PMI, money supply, trade and industry data.

  Try: “Show China PMI for the last two years.”

  Network · get_cn_macro_series

• Searches Chinese company announcements

  Searches filings for A-share, Hong Kong and fund announcements such as reports, dividends and buybacks.

  Try: “Find buyback announcements from BYD.”

  Network · get_cn_announcements

• Searches broker research

  Searches sell-side research by title, broker, industry and rating, with a highlighted excerpt.

  Try: “Search broker reports on solid-state batteries.”

  Network · search_broker_reports

• Screens A-shares with a plain-language question

  Runs a natural-language query on iWenCai, a Chinese stock screener. Chinese phrasing works best.

  Try: “Find A-shares with rising profit and low debt.”

  Network · iwencai_search

• Searches a paid data marketplace

  Finds data tools on the QVeris marketplace. Searching is free and shows expected cost.

  Try: “Search QVeris for a tool that gives bond yields.”

  Network · qveris_search

• Shows a marketplace tool's inputs

  Fetches the full input details of QVeris tools before you run one. Inspection is free.

  Try: “Inspect the QVeris tool you found.”

  Network · qveris_inspect

• Runs a marketplace data tool

  Runs one QVeris tool. The tool warns that it may be billable.

  Try: “Run that QVeris tool for the 10-year yield.”

  Network · qveris_execute

• Searches the web

  Searches with configured providers and free engines and returns titles, links and snippets. No key is needed.

  Try: “Search for news about the Fed meeting.”

  Network · web_search

• Reads a web page as Markdown

  Fetches a page and strips ads and navigation to leave clean text.

  Try: “Read this earnings release page.”

  Network · read_url

• Reads a PDF, including scans

  Extracts text from a PDF and uses OCR for scanned pages.

  Try: “Read this annual report PDF.”

  Files · read_document

• Runs a strategy backtest

  Runs a vectorized backtest from a config file and a strategy script in a run folder, then saves results. The strategy script is code that runs on your computer.

  Try: “Backtest a 20/50 day moving-average strategy on SPY for 5 years.”

  Runs code · backtest

• Simulates one step of paper trading

  Matches the orders you give against price bars in a simulated engine. It never places real orders.

  Try: “Paper trade this order list for one day.”

  Runs code · paper_trade_step

• Tests how well a factor predicts returns

  Computes rank correlation, information ratio and quantile return spreads from prepared price and factor files.

  Try: “Test whether this momentum factor predicts returns.”

  Runs code · factor_analysis

• Browses a library of ready-made signals

  Lists the bundled alpha signals, shows one in detail or checks the library.

  Try: “List the alphas in the Alpha Zoo.”

  Read · alpha_zoo

• Benchmarks signals on a stock universe

  Runs one signal or the whole library over a universe such as the S&P 500 or CSI 300.

  Try: “Benchmark alpha 101 on the S&P 500.”

  Runs code · alpha_bench

• Prices an option and its Greeks

  Calculates a Black-Scholes price with delta, gamma, theta and vega.

  Try: “Price a call: spot 100, strike 105, 30 days, 25% volatility.”

  Read · analyze_options

• Analyzes a multi-leg option strategy

  Returns cost, breakevens and profit at expiry for an option strategy, and what changes with price and volatility.

  Try: “Analyze an iron condor on SPY.”

  Read · analyze_options_payoff

• Runs a finance-math function

  Runs a function from the tested finance library: option and bond math, risk measures like VaR, attribution, time-series tests and fund return maths.

  Try: “Compute the 99% VaR for this return series.”

  Runs code · quantlib_call

• Measures returns with deposits and withdrawals

  Computes time-weighted and money-weighted return for an account with cash flows during the period.

  Try: “What was my true return given these deposits?”

  Files · cashflow_performance

• Reads backtest results as structured data

  Returns equity, trades, metrics or positions from a backtest run as JSON.

  Try: “Show the trades from the last backtest.”

  Files · read_run_artifact

• Lists earlier backtest runs

  Lists past runs, newest first, with the folder of each so results can be read without re-running.

  Try: “List my recent backtests.”

  Files · list_backtest_runs

• Lists strategies and their evidence

  Lists strategies from the Alpha Zoo and the strategy store with their evidence status.

  Try: “What strategies are available?”

  Read · list_strategies

• Finds strategies that pass evidence filters

  Ranks strategies by per-regime evidence from reproducible backtests.

  Try: “Which strategies work in rising-rate regimes?”

  Read · query_strategies

• Shows the evidence behind a strategy

  Returns trade counts, coverage and Sharpe by market regime for one strategy.

  Try: “Show the evidence for this strategy.”

  Read · get_strategy_evidence

• Prepares a variation of a strategy

  Prepares a child strategy folder from fresh evidence, keeping the signal logic, for you to edit and test.

  Try: “Create a variant of this strategy for Hong Kong stocks.”

  Write · adapt_strategy

• Rebuilds the strategy evidence cache

  Rebuilds a disposable cache of strategy evidence from backtest run files.

  Try: “Refresh the strategy evidence.”

  Write · refresh_strategy_evidence

• Writes a file for a backtest

  Writes content to a file, used to create the config and strategy script for a backtest. It is limited to allowed run folders.

  Try: “Write config.json for a backtest.”

  Write · write_file

• Reads a file

  Reads a file by path.

  Try: “Read signal_engine.py.”

  Files · read_file

• Lists the built-in finance skills

  Lists the finance skills with names and descriptions.

  Try: “What finance skills do you have?”

  Read · list_skills

• Opens one finance skill

  Loads the documentation of a named skill. Long skills come back as an outline you can drill into.

  Try: “Load the options-strategy skill.”

  Read · load_skill

• Starts a tracked research goal

  Creates or replaces a research-only goal with a checklist, for long tasks that need audit.

  Try: “Start a research goal to compare value and momentum.”

  Write · start_research_goal

• Shows the current research goal

  Returns the current goal with its checklist and status.

  Try: “Where are we on the research goal?”

  Read · get_research_goal

• Edits the research goal

  Changes the objective or criteria without losing evidence already added.

  Try: “Narrow the goal to US large caps.”

  Write · update_research_goal

• Adds evidence to the goal

  Attaches a finding to the current research goal.

  Try: “Add this backtest as evidence.”

  Write · add_goal_evidence

• Moves the goal to done, paused or blocked

  Updates the goal status after an audit. Completing it needs a check of every criterion.

  Try: “Mark the goal complete.”

  Write · update_research_goal_status

• Lists multi-agent team presets

  Lists teams of specialist agents such as an investment committee, quant desk or risk committee.

  Try: “Which agent teams can I run?”

  Read · list_swarm_presets

• Runs a team of AI agents on a question

  Runs a multi-agent team and streams progress. It needs an LLM key and uses your model provider.

  Try: “Run the investment committee on NVDA.”

  Runs code · run_swarm

• Checks a team run's progress

  Returns status, task progress and token use for a swarm run.

  Try: “How is the swarm run going?”

  Read · get_swarm_status

• Gets a finished team run's report

  Returns the final report and task summaries of a swarm run.

  Try: “Show the result of the swarm run.”

  Read · get_run_result

• Lists recent team runs

  Lists swarm runs, newest first, and flags stale ones.

  Try: “List my recent swarm runs.”

  Read · list_runs

• Retries a failed team run

  Starts a new run with the same preset and variables as a failed, stale or cancelled one.

  Try: “Retry the failed swarm run.”

  Runs code · retry_run

• Cleans up stuck team runs

  Marks runs whose process died as failed.

  Try: “Clean up stuck swarm runs.”

  Write · reap_stale_runs

• Analyzes your broker trade history

  Parses a trade export from 同花顺, 东方财富, 富途 or a generic CSV or Excel file and returns a trading profile and behavior diagnostics.

  Try: “Analyze my trade journal in trades.csv.”

  Files · analyze_trade_journal

• Turns your winning trades into rules

  Derives a few if-then rules from your profitable trades in a journal.

  Try: “Extract my shadow strategy from the journal.”

  Read · extract_shadow_strategy

• Backtests those rules against your real trades

  Runs a multi-market backtest of the rules and compares profit with what you actually made.

  Try: “Backtest my shadow strategy.”

  Runs code · run_shadow_backtest

• Builds a report from the shadow backtest

  Renders an HTML or PDF report with charts for a shadow account.

  Try: “Render my shadow account report.”

  Write · render_shadow_report

• Lists today's symbols matching your rules

  Finds symbols that match the entry pattern of your shadow rules. The tool labels it research, not advice.

  Try: “Which symbols match my shadow rules today?”

  Network · scan_shadow_signals

• Lists broker connections you can pick

  Lists connector profiles for brokers and paper trading accounts.

  Try: “Which broker connections are available?”

  Read · trading_connections

• Picks the broker connection to use

  Sets the default connector profile for later trading calls.

  Try: “Use the paper IBKR profile.”

  Write · trading_select_connection

• Checks the broker connection

  Checks that a profile is set up and reachable. It never places orders.

  Try: “Check my IBKR connection.”

  Network · trading_check

• Reads your broker account

  Reads account data from the selected profile.

  Try: “Show my account balance.”

  Network · trading_account

• Reads your broker positions

  Reads positions from the selected profile.

  Try: “What positions do I hold?”

  Network · trading_positions

• Reads your open orders

  Reads open orders from the selected profile. It does not place, cancel or change orders.

  Try: “List my open orders.”

  Network · trading_orders

• Gets a quote from your broker

  Reads a price snapshot for a symbol from the selected profile.

  Try: “Quote AAPL from my broker.”

  Network · trading_quote

• Gets price history from your broker

  Reads historical bars for a symbol from the selected profile.

  Try: “Get one year of daily bars for AAPL from my broker.”

  Network · trading_history

Watch out for

• Backtests run strategy code on your computer

  The backtest tool runs a strategy script the assistant writes. The README says generated code is sandboxed to allowed run folders; set VIBE_TRADING_ALLOWED_RUN_ROOTS to a folder you are happy to expose. github.com

• It can read your brokerage account

  After you select a connector, the trading tools read balances, positions and open orders. The tools do not place or cancel orders, but the assistant sees the data. github.com

• One marketplace tool may cost money

  qveris_execute is marked as possibly billable by the provider. Search and inspect are free. Do not approve execute calls you did not expect. github.com

• Output is research, not financial advice

  Backtests, signals and agent-team reports can be wrong or overfit. Check them before you trade. github.com

• Shell tools are opt-in

  The README says MCP shell tools need explicit opt-in at startup, and the MCP server loads the runtime .env. github.com

Security advisories