MarketXLS MCP Server
https://connect.mcp.marketxls.com/mcpThe QuoteMedia-enabled MarketXLS MCP server provides access to 888 supported financial 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
Requirements:
- A MarketXLS account with access to the data you want to use
- A Claude plan that supports custom connectors
Connection Steps:
- In Claude, go to Settings → Connectors
- Click "Add custom connector"
- Paste the server URL:
https://connect.mcp.marketxls.com/mcp - Click "Add" — you'll be redirected to the MarketXLS login page to authenticate via OAuth
- Enter your MarketXLS account credentials and authorize the connection
- Once authenticated, you're ready to use MarketXLS functions in Claude
Authentication: The server uses OAuth 2.0. No manual API keys or configuration needed — Claude handles the authentication flow automatically.
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"
5. lookup_symbol
Find ticker symbols by company name before requesting prices or company data.
Example: "Find the ticker symbol for Microsoft"
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.
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.
Documentation: marketxls.com/functions
Support Email: support@marketxls.com
Privacy Policy: marketxls.com/privacy-policy
Terms of Service: marketxls.com/terms-of-use
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: These tools retrieve market data and function documentation; they do not place trades or edit your workbooks.
Stock Screening in ChatGPT — October 1, 2026
- The ChatGPT endpoint adds six tools for screening stocks, discovering metrics and filter values, and comparing scores.
- Filter stocks by financial metrics, explore metric distributions, and rank results by a selected score.
- Check the MarketXLS scores for an individual ticker in one request.
Connection & Authentication Improvements — June 23, 2026
- Improved OAuth client registration and sign-in compatibility for connected AI assistants.
- Connections can use the server root or the /mcp endpoint.
- Function discovery excludes Excel-only streaming and real-time indicator functions.
QuoteMedia Data & Symbol Lookup — March 2026
- Added QuoteMedia prices, option chains, historical prices, and intraday data through your MarketXLS account.
- Added symbol lookup so you can find a ticker from a company name.
- Retrieve multiple function results in one request with batch_call_functions.
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
- ✅ Function discovery, documentation, and financial data retrieval
- ✅ 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)