MarketXLS MCP Documentation
The MarketXLS Model Context Protocol (MCP) server enables AI assistants like Claude to access real-time and historical financial market data. With 500+ functions covering stocks, ETFs, options, fundamentals, and technical indicators, you can analyze markets, build portfolios, and make informed investment decisions through natural conversation.
Key Features:
- Real-time stock and options prices
- Historical price data and returns
- Company fundamentals (P/E, market cap, beta, etc.)
- Financial statements (income, balance sheet, cash flow)
- Technical indicators and analysis
- Option chains and Greeks
To use MarketXLS through an AI assistant:
- Have a MarketXLS subscription - Sign up at marketxls.com/pricing
- Connect your account - When prompted by your AI assistant, authenticate with your MarketXLS credentials
- Start asking questions - Ask about stock prices, compare companies, analyze options, and more
Here are some examples of what you can ask:
Stock Analysis
Financial Comparison
Historical Performance
Sector Analysis
Options Data
MarketXLS MCP provides access to 500+ functions organized into categories:
| Category | Description | Example Functions |
|---|---|---|
| Price Quotes | Real-time and delayed stock prices | Last, Ask, Bid, Change, High, Low |
| Key Ratios | Fundamental valuation metrics | P/E Ratio, Market Cap, Beta, EPS |
| Company Profile | Company information | Name, Sector, Industry, Description |
| Historical Data | Past prices and returns | Historical Prices, Stock Return |
| Financial Statements | Company financials | Income Statement, Balance Sheet, Cash Flow |
| Options | Options pricing and chains | Strike Prices, Option Greeks, Expiration Dates |
| Technical Indicators | Technical analysis tools | SMA, EMA, RSI, MACD, Bollinger Bands |
For a complete list of functions, visit our Formula Library.
MarketXLS aggregates data from multiple premium providers to ensure accuracy and coverage:
- Real-time prices - QuoteMedia, Barchart
- Fundamentals - Financial Modeling Prep, QuoteMedia
- Options - OPRA, QuoteMedia
- Historical data - Multiple sources with 20+ years of history
API usage is subject to your MarketXLS subscription plan:
| Plan | Monthly API Calls |
|---|---|
| Basic | 10,000 |
| Pro | 50,000 |
| Pro Plus | 100,000 |
| Enterprise | Unlimited |
Your data security is our priority:
- OAuth 2.0 Authentication - Secure login through AWS Cognito
- TLS 1.2+ Encryption - All data transmitted securely
- Read-Only Access - MCP can only read data, never modify
- No Data Storage - Queries are not stored beyond the request
For full details, see our Privacy Policy.
Common Issues
Make sure you've connected your MarketXLS account. The AI assistant should prompt you to authenticate. If not, try asking it to "connect to MarketXLS" first.
Try rephrasing your request. Instead of asking for a specific function name, describe what data you want. For example, instead of "use QM_Last", ask "what's the current price of AAPL".
Real-time data requires a QuoteMedia subscription. Check your MarketXLS account settings to verify your data entitlements. Delayed data is typically 15-20 minutes behind.
Consider upgrading your plan at marketxls.com/pricingfor higher API limits.
Need help? We're here for you:
- Email: support@marketxls.com
- Documentation: marketxls.com/docs
- FAQ: Frequently Asked Questions
- Video Tutorials: YouTube Channel
Want to integrate MarketXLS MCP into your own applications?
- MCP Server: Available on npm as
mcp-marketxls-api - API Endpoint:
https://api.marketxls.com - Authentication: OAuth 2.0 via AWS Cognito
Contact us at support@marketxls.com for API access and integration support.
MarketXLS MCP is designed to work with AI assistants that support the Model Context Protocol. Currently supported: Claude (by Anthropic). More platforms coming soon.