MCP Server

The ROIC.ai MCP server lets you connect AI assistants like Claude, ChatGPT, VS Code Copilot, and OpenAI Codex directly to financial data for 60,000+ public companies. Ask questions in natural language and get real-time data from income statements, balance sheets, stock prices, valuation multiples, and more.

What is MCP?

The Model Context Protocol (MCP) is an open standard that allows AI assistants to connect to external data sources and tools. Instead of copying and pasting data, your AI assistant can query ROIC.ai directly — fetching company profiles, financial statements, stock prices, and ratios on demand.

Server URL

https://mcp.roic.ai/mcp

Authentication

ROIC.ai uses OAuth 2.1 to authenticate MCP connections. When you connect for the first time, your AI client will open a browser window where you log in to your ROIC.ai account and authorize access. No API key is needed.

How it works:

Your AI client connects to https://mcp.roic.ai/mcp
ROIC.ai opens a browser window for you to log in
After login, you authorize the connection
Your AI client receives an access token (valid for 30 days)
All subsequent requests are authenticated automatically

Professional Plan

Apple (AAPL) data is available on all tools without a paid subscription. To access data for all other companies, you need an active Professional plan.

Professional Plan Required

The MCP server requires a Professional plan to access financial data for all 60,000+ public companies. Apple (AAPL) data is available without a paid subscription.

All 60,000+ companies

Multiple financial data tools

Income statements & ratios

Earnings call transcripts

Real-time stock prices

No request limits

$49/mo

3-day free trial

Start Free Trial

Configuration

Claude Code (CLI)

Run this command in your terminal:

claude mcp add --transport http roicai https://mcp.roic.ai/mcp

Verify the server is connected:

claude mcp list

Claude Desktop

Open Claude Desktop and go to Settings
Navigate to Connectors and click Add custom connector

Claude Desktop — Connectors Settings

Select Remote MCP server URL and enter:

https://mcp.roic.ai/mcp

Click Add — Claude will open your browser to log in and authorize

Claude Desktop — MCP Server Connected

VS Code

Open the Command Palette (Cmd+Shift+P on Mac, Ctrl+Shift+P on Windows)
Search for MCP: Add Server and select it
Choose HTTP as the transport type
Enter the server URL:

https://mcp.roic.ai/mcp

Give the server a name (e.g., roicai) and press Enter
VS Code will open your browser to log in and authorize

OpenAI Codex

Add to your Codex configuration file (~/.codex/config.toml):

[mcp_servers.roicai]
url = "https://mcp.roic.ai/mcp"

Or use the CLI:

codex mcp add roicai https://mcp.roic.ai/mcp

Then authenticate:

codex mcp login roicai

Manual Configuration (JSON)

For any MCP client that supports JSON configuration:

{
  "mcpServers": {
    "roicai": {
      "url": "https://mcp.roic.ai/mcp",
      "transport": "http"
    }
  }
}

Available Tools

The MCP server provides multiple tools organized by category. Your AI assistant can use any of these tools based on your natural language requests.

Tickers & Discovery

Tool	Description
`search_tickers`	Search by ticker
`list_tickers`	Get a list of all available stock tickers
`search_ticker_by_identifier`	Look up a ticker by CIK, CUSIP, or ISIN

Tool	Description
`get_company_profile`	Detailed company profile: CEO, employees, sector, industry, description, and more
`get_company_news`	Recent news articles for a company with pagination and date filtering

Earnings Calls

Tool	Description
`get_latest_earnings_call`	Most recent earnings call transcript
`list_earnings_calls`	List all available earnings calls (year, quarter, date)
`get_earnings_call_transcript`	Get a specific transcript by year and quarter

Stock Prices

Tool	Description
`get_stock_prices`	Historical OHLCV price data with date range filtering
`get_latest_stock_price`	Most recent stock price

Financial Statements

Tool	Description
`get_income_statement`	Revenue, gross profit, operating income, net income, EPS, EBITDA, margins
`get_balance_sheet`	Assets, liabilities, equity, shares outstanding, debt levels
`get_cash_flow`	Operating, investing, financing cash flows, CapEx, free cash flow

Financial Ratios

Tool	Description
`get_profitability_ratios`	ROE, ROA, ROIC, margins, effective tax rate, payout ratio
`get_credit_ratios`	Debt/EBITDA, debt/equity, interest coverage
`get_liquidity_ratios`	Current ratio, quick ratio, cash ratio, Altman Z-Score
`get_working_capital_ratios`	Receivable/inventory/payable turnover, cash conversion cycle
`get_yield_analysis`	FCF yield, shareholder yield, capital yield

Valuation & Metrics

Tool	Description
`get_enterprise_value`	Market cap, enterprise value, EV/Sales, EV/EBITDA
`get_valuation_multiples`	P/E, P/B, P/S, P/CF, EV multiples (last/avg/high/low)
`get_per_share_data`	EPS, revenue, EBITDA, book value, cash flow per share

Reference Data

Tool	Description
`list_exchanges`	All stock exchanges with ticker counts
`list_sectors`	All market sectors with ticker counts
`list_industries`	All industries with ticker counts
`list_countries`	All countries with ticker counts

Example Usage

Once connected, you can ask your AI assistant questions in natural language. Here are some examples:

Company Research

Tell me about Apple's business — what do they do, who's the CEO,
and how many employees do they have?

The assistant will use get_company_profile to fetch Apple's full profile and summarize it for you.

Financial Analysis

Compare Microsoft and Google's profitability over the last 3 years.
Show me their margins and ROE.

The assistant will call get_profitability_ratios for both companies and present a comparison.

Earnings Analysis

What did Apple's management say about AI in their latest earnings call?

The assistant will use get_latest_earnings_call to fetch the transcript and extract the relevant sections.

Valuation Check

Is Tesla overvalued? Show me its P/E ratio, EV/EBITDA, and
price-to-sales compared to the last 5 years.

The assistant will call get_valuation_multiples with historical data and analyze the trends.

Stock Price Trends

Show me Amazon's stock price performance for January 2025.

The assistant will use get_stock_prices with date filters and present the daily price data.

Screening & Discovery

Which sectors have the most publicly traded companies?

The assistant will use list_sectors to fetch the breakdown and present it.

Troubleshooting

"Invalid or expired token"

Your access token may have expired. Remove the MCP server and re-add it to trigger a fresh authentication:

# Claude Code
claude mcp remove roicai
claude mcp add --transport http roicai https://mcp.roic.ai/mcp

For VS Code: remove the server entry in MCP settings and add it again.

"Premium subscription required"

You see this message when querying companies other than Apple (AAPL) without an active Professional plan. Visit roic.ai/pricing to subscribe.

Connection Issues

Verify the server is reachable: visit https://mcp.roic.ai/health in your browser
Make sure you're using the full URL: https://mcp.roic.ai/mcp
Check that your AI client supports HTTP transport for MCP

Next Steps

Subscribe to the Professional plan to access data for all 60,000+ companies
Browse the REST API docs if you want to build custom integrations
Search for tickers to find the companies you're interested in