MarketXLS MCP Server


Access 400+ financial data functions directly from Claude using the Model Context Protocol
Server URL   https://mcp.marketxls.com/mcp

Overview

The MarketXLS MCP Server provides Claude with access to comprehensive financial data and analytics through 400+ functions. Retrieve stock prices, company fundamentals, options analytics, technical indicators, and economic data directly within your conversation.

Key capabilities:

  • Current and historical stock prices (OHLCV data)
  • Company fundamentals (revenue, earnings, cash flow, balance sheet)
  • Options analytics (Greeks, implied volatility, put/call ratios)
  • Technical indicators (RSI, moving averages, beta)
  • Batch queries for multiple symbols at once
Setup Instructions

Requirements:

  • Active MarketXLS subscription (Pro, Premium, or Enterprise plan)
  • Claude Pro, Max, Team, or Enterprise plan

Connection Steps:

  1. In Claude, add the MCP server: https://mcp.marketxls.com/mcp
  2. Click "Connect" - you'll be redirected to the MarketXLS login page
  3. Enter your MarketXLS account credentials
  4. Once authenticated, you're ready to use MarketXLS functions in Claude

Authentication: The server uses OAuth 2.0 with Dynamic Client Registration. No manual API keys or configuration needed - Claude handles the authentication flow automatically.

Available Tools

1. search_functions

Search for MarketXLS functions by description or name. Returns matching functions with AI summaries to help you select the right one.

Example: "Search for functions to get dividend data"

2. get_function_details

Get complete details for a specific function including syntax, parameters, examples, and when to use it.

Example: "Show me details for the Last function"

3. call_function

Execute a MarketXLS function with the given parameters.

Example: "Get the current price of Apple stock"

4. batch_call_functions

Execute multiple functions in a single request. Much more efficient than calling functions one at a time.

Example: "Get the P/E ratio, dividend yield, and beta for AAPL, MSFT, and GOOGL"

Usage Examples

Quick Stock Research

"What's Apple's current price, P/E ratio, and dividend yield?"

Instant access to key metrics without switching to a financial website.

Quarterly Financial Analysis

"Show me Microsoft's revenue and net income for all four quarters of 2023."

Pulls historical fundamental data for trend analysis and financial modeling.

Multi-Stock Comparison

"Compare the P/E ratio, beta, and dividend yield for AAPL, MSFT, GOOGL, and AMZN."

Batch queries enable quick peer comparisons for investment decisions.

Options Research

"What's the 30-day implied volatility and put/call volume ratio for Tesla?"

Access options analytics for gauging market sentiment.

Custom Date Range Analysis

"What was NVDA's average closing price and total return in 2024?"

Historical calculations over custom periods for performance tracking.

Troubleshooting

Authentication Issues

Problem: "Authentication required" error

Solution: Your session may have expired. Disconnect and reconnect the MCP server to re-authenticate.

Function Returns "NA"

Problem: Function returns "NA" instead of data

Possible causes:

  • Invalid symbol - verify the ticker symbol is correct
  • Data not available for the requested period
  • Market is closed (for real-time functions)

Missing Required Parameters

Problem: "Error: [parameter] is required"

Solution: Use get_function_details to see all required parameters for the function.

Rate Limits

Problem: Requests are being throttled

Solution: Use batch_call_functions instead of multiple individual calls to reduce API requests.

Support

Documentation: marketxls.com/functions

Support Email: support@marketxls.com

Privacy Policy: marketxls.com/privacy-policy

Terms of Service: marketxls.com/terms-of-use

Technical Details

Transport: Streamable HTTP

Authentication: OAuth 2.0 with Dynamic Client Registration (DCR)

Protocol Version: 2024-11-05

Security: All connections use HTTPS with TLS encryption

Data Safety: All tools are read-only and do not modify any data

Changelog

Version 1.0.0 - January 23, 2026

Initial Release

  • ✅ OAuth 2.0 authentication with Dynamic Client Registration
  • ✅ 4 core tools: search_functions, get_function_details, call_function, batch_call_functions
  • ✅ Access to 400+ financial data functions
  • ✅ Support for stock prices, fundamentals, options analytics, and technical indicators
  • ✅ Batch query support for efficient multi-symbol requests
  • ✅ Streamable HTTP transport (MCP protocol 2024-11-05)
  • ✅ Comprehensive error handling and helpful feedback
  • ✅ Full tool safety annotations (readOnlyHint, destructiveHint)