# Stocklake — AI Stock Intelligence MCP server

AI stock intelligence: prices, fundamentals, technicals, news, macro regime, and sector signals.

## Links
- Registry page: https://www.getdrio.com/mcp/dev-stocklake-stocklake

## Install
- Endpoint: https://api.stocklake.dev/mcp
- Auth: Not captured

## Setup notes
- Remote endpoint: https://api.stocklake.dev/mcp

## Tools
- get_stock (Get Stock) - Price, fundamentals, technical indicators, and company profile for a stock.
Returns all data needed to understand a stock in a single call.

Key fields:
- price, change_pct, prev_close, week52_high/low, volume, avg_volume
- market_cap, enterprise_value, beta
- pe_trailing, pe_forward, price_to_book, dividend_yield, dividend_rate
- debt_to_equity, profit_margins, return_on_equity, free_cashflow
- revenue_growth, earnings_growth, revenue_ttm, gross_profit_ttm
- analyst_rating: "strong_buy"|"buy"|"hold"|"sell"|"strong_sell" (analyst consensus)
- analyst_rating_score: 1.0–5.0 mean analyst recommendation (1=strong_buy, 5=strong_sell)
- analyst_target: mean analyst price target
- analyst_count: number of analyst opinions
- indicators: RSI, MACD, Bollinger Bands, SMA20/SMA200, EMA20/EMA200, ATR, ma_50, ma_200
- description: company business description
- website, employees, officers (top 5: name, title, total_pay)
- updated_at: last data sync timestamp
Available to all tiers. Endpoint: https://api.stocklake.dev/mcp
- get_stock_news (Get Stock News) - AI-analysed news for a stock, newest first.
Only returns articles processed by our AI pipeline (sentiment, flag score, summary).
- days: look-back window in days (default 30, max 30)
- limit: max articles returned (default 10, max 10)
- status: "ok" = articles returned | "empty" = no news in window
- Per article: title, published_at, ai_sentiment, ai_flag_score (0-10),
  ai_summary (full text), ai_confidence (0-10)
Free tier: returns 1 article (with AI sentiment + flag score). Pro tier: up to 50 articles, 90-day window.
For informational purposes only. Not financial advice. Endpoint: https://api.stocklake.dev/mcp
- get_stock_history (Get Stock Price History) - Daily OHLCV price history for a stock.
- days: number of trading days to return (default 90, max 365)
- Returns: { symbol, days, count, history[] }
- Per bar: date, open, high, low, close, volume Endpoint: https://api.stocklake.dev/mcp
- get_earnings_calendar (Get Earnings Calendar) - Upcoming earnings dates for stocks in the Stocklake universe.
- days: look-ahead window in days (default 7, max 30)
- Returns: { window_days, from_date, to_date, count, results[] }
- Each result: symbol, name, sector, market_cap, price, rsi,
  earnings_date (ISO UTC), is_estimate, eps_trailing, eps_forward
- Sorted by earnings_date ascending.
- Dates sourced from market data — treat is_estimate=true dates as approximate.
Available to all tiers. Endpoint: https://api.stocklake.dev/mcp
- get_market_assessment (Get Market Assessment) - Combined AI market assessment: macro regime + market outlook in a single call.
Produced every ~4 hours by the market intelligence pipeline.

Two distinct perspectives returned together:
- REGIME (RISK_OFF/CAUTIOUS/NEUTRAL/AGGRESSIVE): answers "how much equity risk to take"
  → use for position sizing and asset allocation decisions
- OUTLOOK (BULLISH/NEUTRAL/BEARISH): answers "which direction and sectors to trade"
  → use for sector preference and directional bias

Both share the same pipeline run so they are always in sync.

- history_count: include last N prior assessments for each (0-3, default 0)
- regime_*: risk posture fields — regime, regime_bias, regime_confidence, regime_rationale,
  key_risks, watch_for, vix_at_assessment, regime_updated_at
- indicators.macro_data: FRED macro data (yield curve, Fed funds, cpi_index, unemployment, M2)
- indicators.volatility_term_structure: VIX spot/3M/6M term structure + contango signal
- indicators.market_sentiment: CNN Fear & Greed value and label
- market_context: price/RSI/SMA200/perf snapshot of SPY/QQQ/IWM/TLT/GLD/VIX/TNX + sectors
  NOTE: point-in-time snapshot recorded when AI ran — not live prices (use get_market_pulse for live)
- outlook_*: directional fields — outlook, outlook_conviction, equity_view,
  preferred_sectors, avoided_sectors, catalyst, outlook_key_risk, outlook_rationale, outlook_updated_at

Pro tier only — AI pipeline cost attached.
For informational purposes only. Not financial advice. Endpoint: https://api.stocklake.dev/mcp
- get_sector_intelligence (Get Sector Intelligence) - AI-assessed sector intelligence: signal, cycle stage, rotation signal,
drivers, alerts, and computed statistics per sector (RSI distribution, breadth,
performance 1W/1M, top/bottom movers, historical percentiles).
Pass a sector name for a single sector, or omit the parameter (or pass None)
to get the latest assessment for all 11 sectors.

Refreshed every ~4 hours by the market intelligence pipeline.
Available to pro tier only (AI pipeline costs).
For informational purposes only. Not financial advice. Endpoint: https://api.stocklake.dev/mcp
- get_sentiment_profile (Get Sentiment Profile) - Get AI-synthesized insider + institutional sentiment for a stock.
Returns combined signal (BULLISH/BEARISH/NEUTRAL etc.), flag_score (8+=notable),
confidence, per-source breakdown, and a human-readable summary.
Data covers insider transactions (SEC Form 4) and institutional holdings.
Pro tier only — AI pipeline cost attached.
For informational purposes only. Not financial advice. Endpoint: https://api.stocklake.dev/mcp
- search_stocks (Search Stocks) - Filter and rank stocks from the Stocklake universe.
- sector: e.g. "Technology", "Healthcare", "Financial Services"
- country: e.g. "United States", "Germany"
- rsi_signal: "oversold" (<30) | "overbought" (>70) | "neutral" (30–70)
- analyst_rating: "strong_buy" | "buy" | "hold" | "sell" | "strong_sell"
- min_volume: minimum daily volume (e.g. 1000000)
- min_market_cap_b: minimum market cap in billions (e.g. 10 = $10B+)
- max_market_cap_b: maximum market cap in billions (e.g. 2 = small-cap only up to $2B)
- max_pe_forward: maximum forward P/E ratio filter (e.g. 20 = value screens)
- sort_by: "change_pct" | "volume" | "market_cap" | "rating" | "rsi_asc" (oversold first) | "rsi_desc" (overbought first)
- limit: max 50 (default 20)
- Returns: { count, filters, results[] } — each result includes symbol, name, sector,
  price, change_pct, volume, market_cap, rsi, pe_forward, analyst_rating, rating (0–10), direction
Available to all tiers. Endpoint: https://api.stocklake.dev/mcp
- get_stock_rating (Get Stock Rating) - Technical rating (0–10) for a stock with per-indicator breakdown.
Uses RSI, MACD, Bollinger Bands, and SMA50/SMA200 trend analysis.
- rating: 0–10 composite score
- direction: BULLISH (≥6) | NEUTRAL (4–6) | BEARISH (≤4)
- signals: per-indicator breakdown with verdict and strength
Available to all tiers (guest, free, pro) — computed from stored indicators, no AI cost. Endpoint: https://api.stocklake.dev/mcp
- get_stocks (Get Multiple Stocks) - Batch stock data for up to 50 symbols in a single call.
Returns a dict keyed by symbol. Missing symbols are omitted from the result.
Each symbol in the batch counts as one call toward the daily limit.
Available to all tiers. Endpoint: https://api.stocklake.dev/mcp
- get_market_pulse (Get Market Pulse) - Live market health snapshot in a single call.
Aggregates key market indicators without requiring multiple tool calls.
No AI cost — reads live data directly from the market data feed.

Returns:
- vix: VIX level and change_pct (from live stocks data)
- fear_greed: value (0-100) and label (e.g. "neutral", "greed", "fear")
- breadth: market-wide RSI distribution — oversold_pct, overbought_pct, neutral_pct, universe_size
- indices: SPY, QQQ, IWM prices + RSI + 1-week performance
- bonds: TLT (long-duration bonds), GLD (gold)
- updated_at: when the breadth/fear_greed snapshot was last recorded
Available to all tiers. Endpoint: https://api.stocklake.dev/mcp
- get_stock_ai_summary (Get Stock AI Summary) - AI research summary for a stock — verdict, confidence, key points, and risk factors.
Generated by the Stocklake AI pipeline (stock_ai_summary.py) on a nightly refresh cycle.

Returns:
- verdict: "bullish" | "bearish" | "neutral"
- confidence: 0-10 (how confident the AI is in its assessment)
- flag_score: 0-10 (how notable/interesting this stock is right now — 8+ = worth attention)
- summary: 2-4 sentence AI narrative
- key_points: list of 3-5 bullish/neutral observations
- risks: list of 2-3 specific risk factors
- price_at_generation: stock price when the summary was generated
- generated_at: UTC timestamp of last generation

Pro tier only — AI pipeline cost attached.
For informational purposes only. Not financial advice. Endpoint: https://api.stocklake.dev/mcp
- get_discovery_ideas (Get Discovery Ideas) - AI-screened stock ideas actively flagged by the Stocklake pipeline.
These are stocks the pipeline's AI agents have identified as worth attention —
sourced from news analysis, sector screening, and sentiment signals.

Parameters:
- direction: "LONG" | "SHORT" | "BOTH" (default: all)
- min_conviction: minimum conviction score 0-10 (default 7)
- min_flag_score: minimum flag score 0-10 (default 8; 9+ = high conviction)
- source: filter by signal source — "news" | "screener" | "sentiment" (default: all)
- limit: max results to return (default 25, max 50)

Returns:
- count: number of ideas returned
- ideas[]: each with symbol, direction, conviction (0-10), confidence (0-10),
           flag_score (0-10), source, rationale, expires
- Note: ideas expire daily — active ideas represent the pipeline's current view.

Pro tier only — AI pipeline cost attached.
For informational purposes only. Not financial advice. Endpoint: https://api.stocklake.dev/mcp
- get_news_feed (Get Market News Feed) - Top AI-flagged news across all tracked stocks — the market-wide news briefing.
Unlike get_stock_news (per-symbol), this scans the entire universe and returns
the most notable articles ranked by AI flag score, newest first within each score tier.

Use this for:
- Morning briefing: "what happened in the market this week?"
- Catalyst scanning: "what news is driving moves right now?"
- Event monitoring: "which stocks have high-impact news today?"

- min_flag_score: minimum AI flag score (default 8, min 5, max 10)
  8 = notable · 9 = high-impact · 10 = exceptional
- days: look-back window in days (default 3, max 10)
- limit: max articles returned (default 10, max 25)
- Per article: symbol, title, published_at, ai_sentiment, ai_flag_score (0-10),
  ai_summary (full text), ai_confidence (0-10)

Pro tier only — AI pipeline cost attached.
For informational purposes only. Not financial advice. Endpoint: https://api.stocklake.dev/mcp
- get_screener (Screen Stocks) - Power screener — filter stocks by technicals, fundamentals, and AI signals.
More capable than search_stocks: exact RSI bounds, MACD/SMA filters, presets, and AI fields.

Parameters:
- sector: e.g. "Technology", "Healthcare", "Financial Services"
- min_rsi / max_rsi: exact RSI bounds (e.g. min_rsi=30, max_rsi=50 = post-oversold recovery zone)
- sma_trend: "above_200" (price above 200-day MA) | "below_200"
- macd_signal: "bullish" (MACD line above signal) | "bearish"
- min_perf_1d / max_perf_1d: 1-day performance % (e.g. min_perf_1d=2.0 = up 2%+ today)
- min_market_cap_b / max_market_cap_b: market cap in billions
- max_pe_forward: maximum forward P/E (e.g. 20 = value screen)
- min_flag_score: minimum AI flag score 0-10 (pro tier only — silently ignored for free)
- preset: "oversold" | "overbought" | "momentum" | "high_conviction" (pro only)
  oversold = RSI≤35 + above SMA200 · overbought = RSI≥65
  momentum = RSI 50-70, above SMA200, up 0.5%+ today · high_conviction = flag_score≥7
- sort_by: "market_cap" | "rsi" | "perf_1d" | "analyst_rating" | "flag_score" (pro)
- sort_dir: "asc" | "desc" (default "desc")
- limit: 1–50 (default 20)

Pro tier: adds flag_score + ai_verdict to every result row, enables min_flag_score
filter and high_conviction preset. All other filters available to all tiers. Endpoint: https://api.stocklake.dev/mcp
- get_market_movers (Get Market Movers) - Top market movers from the Stocklake universe — gainers, losers, most active.

- category: "gainers" | "losers" | "most_active" | "all" (default "all" = all 3 categories)
- limit: results per category (default 10, max 20)
- min_market_cap_b: filter to stocks above this market cap in billions (e.g. 1.0 = $1B+)

Returns per stock: symbol, name, sector, price, change_pct, volume, rsi, market_cap
Available to all tiers. Endpoint: https://api.stocklake.dev/mcp
- get_technical_signals (Get Technical Signals) - Structured technical signal summary — agent-ready labeled outputs for a stock.
Unlike get_stock_rating (composite score + nested breakdown), this returns flat
labeled signals optimized for programmatic consumption without parsing raw numbers.

Returns:
- overall: BULLISH | NEUTRAL | BEARISH (composite)
- rsi: value + signal label (oversold / recovering / neutral / approaching_overbought / overbought)
- macd: signal (bullish/bearish), histogram, strength (strong/moderate/weak)
- bollinger: position (below_lower / lower_half / upper_half / above_upper), bandwidth_pct
- sma200: trend (above/below), gap_pct (distance from 200-day MA as %)
- sma50: trend (above/below), gap_pct
- williams_r: value (0 to -100) + signal (overbought >-20 / neutral / oversold <-80)
- ultimate_osc: value (0-100) + signal (overbought >70 / neutral / oversold <30)
- vix_fix: value + percentile (vs trailing year) + signal (elevated_fear / calm) — fear gauge
- williams_ad: trend (rising/falling/flat) + divergence (bullish/bearish/None) — flow direction
Williams %R + Ultimate Oscillator are blended into the overall composite.
Available to all tiers. Endpoint: https://api.stocklake.dev/mcp
- get_indicator_history (Get Indicator History) - Historical daily indicator snapshots for a stock — ideal for charting and trend detection.
Returns up to `days` days of data (max 730, default 90) from the stock_indicator_snapshots
collection which is populated daily by the indicator pipeline.

Each snapshot row contains:
- recorded_at: ISO date string
- price: closing price at snapshot time
- rsi: RSI(14) value (0-100)
- macd_histogram: MACD histogram value (positive = bullish momentum)
- bb_pct: Bollinger Band % position (0 = at lower, 100 = at upper band)
- sma20 / sma200: 20-day and 200-day simple moving averages
- williams_r: Williams %R (0 to -100; >-20 overbought, <-80 oversold)
- ultimate_osc: Ultimate Oscillator (0-100; >70 overbought, <30 oversold)
- vix_fix_value: Williams VIX Fix synthetic fear gauge (higher = more fear)
- williams_ad_trend: Accumulation/Distribution trend (rising/falling/flat)
- td_signal: DeMark TD Sequential signal (BUY_SETUP/SELL_SETUP/BUY_COUNTDOWN/SELL_COUNTDOWN/null)
- td_phase: DeMark phase (setup_active/setup_complete/countdown_active/countdown_done/null)
- analyst_rating: analyst consensus (buy/outperform/hold/underperform/sell or null)
- analyst_target: mean analyst price target or null

Returns {} if fewer than 3 snapshots found.
Pro tier only.
For informational purposes only. Not financial advice. Endpoint: https://api.stocklake.dev/mcp
- get_sector_rotation (Get Sector Rotation) - All 11 market sectors in one call — signals, breadth, and momentum for rotation analysis.
Where get_sector_intelligence gives deep analysis for one sector, this gives the
rotation picture across all sectors simultaneously.

Use for: identifying sector rotation, finding leading vs lagging sectors,
spotting breadth divergences, allocating capital across sectors.

Returns per sector (sorted by signal strength, LEADING first):
- signal: LEADING | STRONG | NEUTRAL | WEAK | LAGGING
- confidence: 0-10
- alert: notable condition (narrow breadth, extreme RSI, etc.)
- avg_rsi: sector-average RSI
- sma200_breadth_pct: % of stocks in sector above their 200-day MA
- oversold_pct / overbought_pct: RSI distribution extremes
- perf_1w_pct / perf_1m_pct: average sector performance
- updated_at: when this sector was last assessed by the AI pipeline

- history_count: include last N prior signal states per sector (0-3, default 0)
Pro tier only — AI-enriched sector signals.
For informational purposes only. Not financial advice. Endpoint: https://api.stocklake.dev/mcp
- get_symbol_context (Get Symbol Context) - Full research context for a symbol in one call — fundamentals, AI summary, news,
sentiment, and discovery status.
Replaces 5 separate calls: get_stock + get_stock_ai_summary + get_stock_news
+ get_sentiment_profile + get_discovery_ideas (for one symbol).

Returns:
- stock: price, name, sector, rsi, pe_forward, market_cap, 52-week range, analyst data
- ai_summary: verdict, confidence, flag_score, full summary, key_points, risks
- news: last 3 high-relevance articles (title, published_at, ai_sentiment, ai_flag_score, ai_summary)
- sentiment: signal, confidence, insider_trend (buying/selling/neutral), institutional_pct
- discovery: active discovery idea for this symbol, if any (direction, conviction, rationale)

All data is pre-computed by the Stocklake AI pipeline — no live AI calls on request.
Pro tier only. For informational purposes only. Not financial advice. Endpoint: https://api.stocklake.dev/mcp
- get_earnings_intelligence (Get Earnings Intelligence) - Upcoming earnings with AI context — flag scores, verdicts, and risk factors per stock.
Combines the earnings calendar with AI pipeline data to surface which upcoming
earnings events are worth monitoring.

Parameters:
- days_ahead: look-ahead window in days (default 14, max 30)
- sector: filter to one sector (e.g. "Technology")
- min_flag_score: only return stocks with AI flag score >= this value (optional)

Returns per stock (sorted by earnings_date ascending):
- earnings_date: ISO UTC timestamp · is_estimate: whether date is estimated
- symbol, name, sector, price, rsi, market_cap
- eps_trailing, eps_forward (earnings expectations context)
- ai_verdict, ai_flag_score, ai_confidence (nightly AI pipeline)
- ai_risks: top 2 AI-identified risk factors
- analyst_rating, analyst_target

Pro tier only — AI pipeline cost attached.
For informational purposes only. Not financial advice. Endpoint: https://api.stocklake.dev/mcp

## Resources
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## Prompts
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## Metadata
- Owner: dev.stocklake
- Version: 1.0.0
- Runtime: Streamable Http
- Transports: HTTP
- License: Not captured
- Language: Not captured
- Stars: Not captured
- Updated: Jun 2, 2026
- Source: https://registry.modelcontextprotocol.io