cvi-mcp
MCP server that makes the CVI Platform a native tool for AI assistants, enabling stock screening, company analysis, and point-in-time research via natural language.
README
cvi-mcp — CVI global equity intelligence for AI assistants
An MCP server that makes the CVI Platform a native tool for Claude Desktop, Claude Code, Cursor and any MCP-capable assistant. Ask in plain language — "the 20 most undervalued stocks worldwide", "Continental's margin of safety", "what did CVI's model say about NEM on July 15?" — and the assistant calls CVI's research engine directly: 25 markets, ~2,900 companies, trailing-twelve-month valuations, hierarchical model predictions and a point-in-time Time Machine.
Every tool response carries provenance — the immutable, checksummed research run and as-of timestamp behind the numbers — so the assistant can cite exactly where a figure came from.
Install
pip install cvi-mcp
Connect
Claude Desktop — add to claude_desktop_config.json
(Settings → Developer → Edit Config):
{
"mcpServers": {
"cvi": {
"command": "cvi-mcp",
"env": { "CVI_API_KEY": "cvi_live_…" }
}
}
}
Claude Code:
claude mcp add cvi -e CVI_API_KEY=cvi_live_… -- cvi-mcp
Generate a key from your CVI account. Scopes map to plan tiers — see pricing.
Tools
| Tool | What it answers | Scope |
|---|---|---|
cvi_screen |
Most undervalued stocks worldwide (filter by market/sector/signal) | read |
cvi_markets |
Which 25 markets are covered | read |
cvi_market_rankings |
Ranked securities within one market | read |
cvi_company |
One company's IDs + scores + valuation + margin of safety | read |
cvi_time_machine |
The research snapshot recorded for a past date | research |
cvi_history |
How CVI's view of a company evolved across runs | research |
cvi_predictions |
Hierarchical model picks with confidence | models |
cvi_analyze_portfolio |
Exposures, weighted scores, concentration for any holdings | portfolio |
cvi_platform_status |
Coverage, current research run, service health | — |
Example conversation
You: Which European industrials look cheapest right now? Claude: (calls
cvi_screen(sector="Industrials"), filters European indices) Fincantieri (FTSE MIB) screens cheapest — undervaluation score 0.92, Buy signal, full data confidence — per CVI research runCVIR20260715224827(data as of 2026-07-15).
Development
pip install -e ".[dev]" && pytest -q # offline tests, no key needed
Research and educational use only — not investment advice. Data licensing terms apply.
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