MarketXLS MCP Documentation

Access real-time financial data through AI assistants using the Model Context Protocol

Last Updated 10/20/2026

Overview

The MarketXLS Model Context Protocol (MCP) server enables AI assistants like Claude to access real-time and historical financial market data. With 888 supported 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

Getting Started

To use MarketXLS through an AI assistant:

Use your MarketXLS account - Choose a subscription with the data access you need at marketxls.com/pricing
Connect your account - Add https://connect.mcp.marketxls.com/mcp as a custom MCP connection in your AI assistant, then sign in on the MarketXLS authorization page
Start asking questions - Ask about stock prices, compare companies, analyze options, and more

Example Prompts

Here are some examples of what you can ask:

Stock Analysis

"What's the current price, market cap, and beta for Apple (AAPL)?"

Financial Comparison

"Compare the P/E ratios and market caps of Microsoft, Google, and Amazon"

Historical Performance

"Show me Tesla's stock performance over the last year and calculate the return"

Sector Analysis

"List the tech stocks AAPL, MSFT, GOOGL, NVDA with their sectors and industries"

Options Data

"Get the current bid-ask spread for Apple stock"

Available Functions

The MarketXLS function catalogue contains 1,284 live entries. The QuoteMedia-enabled MCP server supports 888 supported functions from that catalogue. Excel-only streaming functions and real-time indicators are not available through MCP.

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

Browse the Formula Library for syntax and examples. Use your assistant’s function search to find available MCP functions, or follow the connection and tool guide.

Data Sources

Available data depends on the function, your subscription, and any required exchange permissions:

Prices and options - QuoteMedia data through your MarketXLS account
Fundamentals - Company metrics and financial statements from the MarketXLS function library
Options access - Real-time options data requires the appropriate exchange permissions
Historical data - Coverage and available dates vary by function and symbol

Rate Limits

Data access follows your MarketXLS subscription and exchange permissions. Use these steps to keep requests efficient:

Request	Guidance
Several symbols or metrics	Use batch_call_functions to combine related requests.
Historical data	Request the date range you need and split larger requests into smaller periods.
Rate-limit response	Wait before retrying and reduce repeated requests.
Permission error	Check your subscription and exchange data permissions.

Security & Privacy

Your data security is our priority:

OAuth 2.0 Authentication - Sign in directly through MarketXLS to authorize your AI assistant
HTTPS Connection - Connect through the secure MarketXLS MCP endpoint
Read-Only Tools - Retrieve financial data and documentation without placing trades or editing workbooks
Account Permissions - Data requests use the access granted to your MarketXLS account

For full details, see our Privacy Policy.

Troubleshooting

Common Issues

Q: I'm getting "Authentication required" errors

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.

Q: The AI says it can't find a function

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".

Q: Data seems outdated

Check your MarketXLS account settings and exchange permissions. Quote timing depends on your data access, the market, and the function you request.

Q: I've hit my rate limit

Wait before retrying, combine related calls with batch_call_functions, and request smaller date ranges. Contact support if requests continue to be throttled.

Support

Need help? We're here for you:

Email: support@marketxls.com
Documentation: marketxls.com/docs
FAQ: Frequently Asked Questions
Video Tutorials: MarketXLS Video Tutorials

For Developers

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 through MarketXLS

MarketXLS MCP is designed to work with AI assistants that support the Model Context Protocol. Currently supported: Claude (by Anthropic). More platforms coming soon.