Developers

Strata MCP server

Give Claude and other AI assistants Strata's research: company briefs, fundamentals, filings, options, insiders, industries, the economic calendar and more. 49 tools over the Model Context Protocol, backed by the same data as the Data API.

Add to Claude Get an API key

Server URL: https://api.catalystfinance.ai/mcp
Transport: Streamable HTTP
Access: Read-only, except watchlist edits you approve

Connect Claude

Open Add to Claude, or in Claude go to Settings → Connectors → Add custom connector and enter https://api.catalystfinance.ai/mcp.
Choose Connect, sign in with your Strata account, and approve the access you want to share. No key needed.
Ask a question, such as “What changed for NVIDIA this week, and what are the bulls and bears saying?”

Connect ChatGPT

In ChatGPT's developer mode, add a custom connection with the server URL https://api.catalystfinance.ai/mcp, OAuth authentication and automatic client registration. Under Advanced OAuth settings, add offline_access to Base scopes so the connection renews, then sign in with your Strata account. Custom connections need a ChatGPT plan that supports developer mode.

Other clients

Sign-in works only in Claude and ChatGPT. Any other client that supports remote MCP servers over Streamable HTTP, including Claude Code, Cursor and Codex, connects with your API key as a bearer token. A typical configuration:

mcp.json

{
  "mcpServers": {
    "strata": {
      "url": "https://api.catalystfinance.ai/mcp",
      "headers": { "Authorization": "Bearer YOUR_API_KEY" }
    }
  }
}

With the Codex CLI, keep the key in an environment variable:

codex mcp add strata --url https://api.catalystfinance.ai/mcp --bearer-token-env-var STRATA_API_KEY

Authentication

Sign in (OAuth). Claude and ChatGPT ask you to sign in with your Strata account. Research and portfolio access is read-only; an assistant can change your watchlists only if you approve Edit your watchlists. A connection stays active while you use it, ends after 30 days unused or one year at most, and you can disconnect any assistant from your account.
API key. Send Authorization: Bearer YOUR_API_KEY, the same key as the Data API. Keep it in your client's settings or an environment variable, never in a prompt.

Tools

Research tools read Strata's stored data, with dates, and report missing coverage as missing.

Find and profile companies

search_tickersFind a ticker by company name or symbol.
get_company_profileCompany identity and description.
get_ticker_contextStrata's research: latest digest, bull and bear views, what to watch, industry context.
get_ticker_feedRecent insights for a company, filterable by source, date and score, or searched by meaning.
get_ticker_articlesFull research articles for a company.
get_research_handoffEverything current on one company, fund, signal, story or article, in one call.
get_insightOpen one story by its id, with its stored source text.
get_articleOpen one research article by its id, with the stories it cites.

Fundamentals, valuation and filings

get_ticker_fundamentalsValuation multiples, margins, returns, growth, debt and liquidity.
get_ticker_valuationStrata's valuation model and its assumptions.
get_ticker_projectionStrata's 12-month projection and its assumptions.
get_ticker_financialsHistorical figures as reported in SEC filings.
get_ticker_share_statisticsShares outstanding and float.
compare_ticker_fundamentalsCompare ratios across up to 10 companies.

Price, risk and options

get_ticker_technicalsMoving averages, RSI, MACD, Bollinger bands, volume and returns.
get_ticker_riskRisk rank, volatility, drawdown and value at risk.
compare_ticker_performanceCompare price returns across up to 10 companies.
get_ticker_optionsOptions open interest and positioning.
get_ticker_option_marketOption quotes, greeks, open interest by expiry and contract bars.

Who is buying and selling

get_ticker_analystsAnalyst rating and price-target changes, and consensus.
get_ticker_earningsRecent and upcoming earnings dates, with reported and estimated figures.
get_ticker_insidersInsider transactions.
get_ticker_ownershipInstitutional positions from 13F filings.
get_ticker_congressional_tradesTrades disclosed by members of Congress.
screen_price_targetsScreen analyst price-target consensus across the market.
screen_insider_activityCompanies with the most insider buying or selling lately.

Markets, industries and the economy

get_market_feedInsights across the whole market, or searched by meaning.
get_market_contextCountry and commodity narratives, with sentiment.
get_market_sentimentMarket sentiment and its components, or its history.
get_economic_calendarScheduled economic releases.
get_market_performanceSector and industry performance.
get_market_moversTop gainers and losers.
screen_guidance_changesCompanies that raised or cut guidance the most.
screen_new_highsStocks closing at 52-week highs on heavy volume.
screen_eventsCompanies with a kind of event, recent or dated ahead.
list_industriesThe industry catalog and IDs.
get_industry_stateThe current narrative for one industry.
get_fund_holdingsA fund's holdings.
list_signal_candidatesThe live signals leaderboard.

Generation

Off by default. Listed only for API keys we have turned on for report generation, never for Claude or ChatGPT sign-in.

generate_technical_analysisGenerate a full technical analysis report.

Your portfolio

Works only when you sign in through Claude or ChatGPT and approve sharing your portfolio. Not available with an API key.

get_my_portfolioYour linked portfolio and accounts.
get_my_holdingsYour holdings, a page at a time.

Your watchlists

Works only when you sign in through Claude or ChatGPT. Reading needs portfolio or watchlist approval; changes need Edit your watchlists. Not available with an API key.

get_my_watchlistsYour watchlists, in order, with their stocks.
add_to_watchlistAdd up to 50 stocks to a watchlist.
remove_from_watchlistRemove up to 50 stocks from a watchlist.
reorder_watchlistSet the order of the stocks in a watchlist.
create_watchlistCreate a watchlist, optionally with up to 50 starting stocks.
rename_watchlistRename a watchlist.
delete_watchlistDelete a watchlist. Your main list cannot be deleted.
reorder_watchlistsSet the order of your watchlists.

Limits

MCP shares your Data API allowance: each tool call is one request, and by default you get 60 a minute and 10,000 a day (the day resets at midnight UTC). Need more? Talk to us.
Each tool call times out after 30 seconds (60 for report generation).
When a call fails, the tool returns an error your assistant can read and explain, rather than empty data.

The same research over REST. Data API