DeepVest Platform

Documentation

Overview

The DeepVest MCP server gives your AI assistant access to DeepVest's full suite of financial analysis tools via the Model Context Protocol. Once connected, your AI can analyze stocks, run backtests, optimize portfolios, price options, value companies, parse SEC filings, and more — directly in your workflow.

Server URL: https://api.deepvest.ai/mcp
Transport: Streamable HTTP
Auth: OAuth 2.0 (recommended for Claude Desktop — no setup required)
Also supported: X-API-Key header for programmatic access

Getting Started

Option A: OAuth (Recommended for Claude Desktop)

If you are using Claude Desktop or another MCP client that supports OAuth, just add the server URL — no API key needed. Claude will automatically open a browser window for you to log in with your DeepVest account. Make sure you have an account at www.deepvest.ai first.

Option B: API Key (Programmatic Access)

For programmatic use or clients that do not support OAuth, navigate to API Keys and click Create Key. Copy the generated key immediately — it will not be shown again. Then purchase credits via the Billing page.

Connect Your AI Client

Configure your preferred AI tool using the client setup instructions below.

Pricing & Credits

Every account gets 1,000 free credits per month — no card required. Use the MCP cost estimator to model gross monthly credit usage before buying credits.

Pay-as-you-go rate: $0.025 per credit ($1 = 40 credits)
Free tier resets monthly — unused free credits do not roll over, but purchased credits never expire
Credits are consumed based on token usage. The estimator models gross usage before free or existing balances: about 2 credits for search_news, 10 for quick analysis, 7 for core research, 16 for options/backtests, 10 for portfolio optimization, and 550 for long SEC filing analysis. See Usage for your exact per-tool breakdowns.
Tavily-powered search_news adds a 2-credit surcharge per call to cover the upstream API cost.
Auto-reload is optional — set a balance threshold and a top-up amount, and we will charge your saved card when you run low.
Enterprise pricing with volume rates and custom SLAs available — email [email protected].

Top-up Pack	Credits	Notes
$5	200 credits	Minimum purchase
$25	1,000 credits	Most common
$100	4,000 credits	Best for teams
Custom	amount ÷ $0.025	Any amount from $5+

Client Setup

Claude Desktop

Option A — OAuth (Recommended): No configuration needed beyond the URL. Claude will prompt you to log in automatically:

{
  "mcpServers": {
    "deepvest": {
      "type": "http",
      "url": "https://api.deepvest.ai/mcp"
    }
  }
}

Option B — API Key: Add your API key as a header if you prefer not to use OAuth:

{
  "mcpServers": {
    "deepvest": {
      "type": "http",
      "url": "https://api.deepvest.ai/mcp",
      "headers": {
        "X-API-Key": "your-api-key-here"
      }
    }
  }
}

Claude Code (CLI)

Run the following command in your terminal:

claude mcp add --transport http deepvest https://api.deepvest.ai/mcp \
  --header "X-API-Key: your-api-key-here"

Cursor / Other MCP Clients

Configure an HTTP MCP server with:

URL: https://api.deepvest.ai/mcp
Header: X-API-Key: your-api-key-here
Transport: Streamable HTTP

Tool Reference

All analysis tools take a single natural-language query parameter. Just describe what you want in plain English.

Tool	Description	Example Query
asset_analysis	Risk-adjusted performance (CAGR, volatility, Sharpe, max drawdown, correlations), valuation multiples (P/E, P/B, P/S, EV/EBITDA), and ETF/fund metrics (AUM, expense ratio, holdings, sector/region) for stocks, ETFs, indices, forex, crypto, commodities	"Analyze AAPL vs MSFT performance over the last 6 months"
stock_screener	Screen stocks and ETFs by fundamental and technical criteria, including GICS-style sector requests expanded to the underlying industry categories, or retrieve metrics for known tickers — supports 'as of' historical dates	"Large-cap tech stocks with P/E below 20 and positive earnings growth"
technical_analysis	Compute indicators (SMA, RSI, MACD, Bollinger, ADX, etc.) with scoreboard and time series	"Full technical analysis of TSLA over the last 3 months"
quick_analysis	Current prices, fundamentals, financial statements, ETF/fund metrics, ETF fund flows (net/cumulative flow and NAV history), and rolling betas/correlations/drawdowns/Sharpe	"AAPL income statement for the last 4 quarters"
macroeconomic_analysis	GDP, inflation, unemployment, yields, credit spreads, ISM, and other economic indicators	"US unemployment and GDP growth quarterly since 2020"
search_news	Recent financial news via Tavily, plus thematic stock/ETF discovery and deep company/sector research	"Latest news about Apple earnings and analyst reactions"
earnings_analysis	Earnings transcripts, calendar data (EPS/revenue vs actuals), and earnings backtesting	"AAPL latest earnings transcript"
merged_data_analysis	Combine macroeconomic data with asset prices for cross-market analysis	"How does the yield curve affect SPY historically?"

Analysis Tools

Premium Tools

These tools perform heavier computation and may take 30–120 seconds to complete.

Tool	Description	Example Query
strategy_backtest	Backtest trading strategies (SMA, RSI, MACD, etc.) with long/short support	"RSI strategy on SPY from 2020 to 2024"
event_backtest	Backtest asset performance around events or calendar effects	"Backtest Santa rally effect on SPY over the last 10 years"
macro_conditional_backtest	Backtest impact of macro/market triggers on assets or indicators	"What happens to SPY after 10-year yields rise 10 bps?"
portfolio_optimization	Portfolio construction (mean-var, risk parity, HRP, HERC, buy-and-hold) plus risk/exposure analysis, factor/sector/geo attribution, and concentration analysis	"Risk parity portfolio of AAPL, MSFT, GOOGL with monthly rebalancing"
portfolio_comparison	Compare two or more portfolios over the same effective backtest window — return, volatility, Sharpe, drawdown, and diversification side-by-sides	"Compare 60% SPY 40% AGG to 50% QQQ 50% TLT over the last 5 years"
options_analysis	Historical options analytics: volume, open interest, put/call ratios, IV, Greeks, skew, gamma exposure, max pain, and institutional flow over time	"AAPL options volume and IV trends over the last 3 months"
options_chain	Individual options contracts with pricing, Greeks, and unusual activity flags	"AAPL call options at 200 strike"
options_screener	Screen stocks by aggregated options metrics (IV, flow, Greeks) at symbol level, or retrieve options data for known tickers	"Stocks with highest options volume and IV above 50%"
options_hedge_backtest	Backtest options hedge/income strategies (protective put, collar, put spread, covered call, short strangle, iron condor) on historical chain data	"Protective put on SPY from 2022 to 2024 with 5% OTM puts rolled monthly"
sec_financial_analysis	SEC EDGAR filings analysis (US-listed): XBRL financials and multi-year trends from 10-K/10-Q, MD&A and risk factors, 8-K material events, Form 4 insider trades, 13F institutional holdings, DEF 14A executive comp, N-PORT/N-MFP fund holdings, and full-text filing search	"Analyze Apple's latest 10-K focusing on revenue breakdown and risk factors"

Document Processing

Parse and analyze uploaded documents with natural-language queries.

Tool	Parameters	Description
document_processing	`file_path`, `query`	Parse a PDF, CSV, or Excel file and answer questions about it

Corporate Finance & Valuation

Tools for company valuation, cost-of-capital estimation, sensitivity analysis, profitability decomposition, and fixed-income valuation. All use typed parameters.

Recommended workflow: Use wacc_calculator_tool to compute the discount rate, then pass it to dcf_valuation_tool. Use dcf_sensitivity_table_tool to stress-test assumptions. Use dupont_analysis_tool to understand what drives a company's ROE. Use dividend_discount_model_tool for dividend-paying equities and the swap/Z-spread tools for rate and bond valuation questions.

Tool	Key Parameters	Description
dcf_valuation_tool	`ticker` or `cash_flows`, `discount_rate`, `terminal_growth_rate`, `projection_years`	Discounted Cash Flow intrinsic valuation — auto-fetches FCF by ticker or accepts custom cash flows. In ticker mode it bridges enterprise value to equity value (auto-fetching net debt and market cap) and reports implied upside/downside plus per-share intrinsic value. Supports Gordon Growth and exit-multiple terminal value methods.
wacc_calculator_tool	`market_cap`, `total_debt`, `beta`, `cost_of_debt`, `tax_rate`	Weighted Average Cost of Capital via CAPM — computes cost of equity, after-tax cost of debt, and blended WACC.
dcf_sensitivity_table_tool	`ticker` or `cash_flows`, `base_discount_rate`, `base_growth_rate`, `steps`	Sensitivity grid varying discount rate and terminal growth rate around base values.
dupont_analysis_tool	`ticker` or manual inputs	DuPont 3-factor ROE decomposition — profitability x efficiency x leverage. Auto-fetches data by ticker.
dividend_discount_model_tool	`ticker` or `d0`, `required_return`, `growth_rate`, `high_growth_rate`, `terminal_growth_rate`	Dividend Discount Model valuation using Gordon Growth or multi-stage dividend assumptions.
interest_rate_swap_valuation_tool	`notional`, `fixed_rate`, `swap_tenor`, `spot_rates` or `flat_rate`, `position`	Vanilla fixed-for-floating interest rate swap valuation with leg NPVs, par swap rate, and DV01.
z_spread_calculator_tool	`bond_price`, `coupon_rate`, `face_value`, `years_to_maturity`, `spot_rates`	Solve the constant spread over a spot curve that matches a bond's market price.

Tax Planning

All tax tools use typed parameters.

Tool	Key Parameters	Description
capital_gains_tax	`income`, `ltcg_amount`, `stcg_amount`, `state`, `filing_status`, `tax_year`	Combined federal + state capital gains tax (LTCG, STCG, NIIT)
roth_conversion_tax	`current_income`, `conversion_amount`, `filing_status`, `tax_year`, `current_magi`	Roth IRA conversion modeling with bracket headroom and IRMAA analysis
tax_lot_optimizer_tool	`lots_json`, `sale_proceeds`, `tax_year`	HIFO and TaxMin lot ranking for tax-optimal selling

Math & Quantitative Tools

All math tools use typed parameters rather than natural language.

Tool	Key Parameters	Description
calculate_expression	`expression`	Evaluate any math expression: `sqrt(144)`, `sin(pi/2)`
statistical_analysis_tool	`data`, `operation`	Mean, median, std, variance on a dataset
correlation_analysis_tool	`data_x`, `data_y`, `method`	Pearson, Spearman, or Kendall correlation with p-value and interpretation
matrix_operations_tool	`matrix_a`, `matrix_b`, `operation`	Multiply, invert, transpose, eigenvalues
financial_calculations_tool	`principal`, `rate`, `time`, `calculation_type`	Compound/simple interest, PV, FV
advanced_math	`expression`, `operation_type`	Symbolic math: solve, differentiate, integrate, factor
black_scholes_option_price_tool	`spot_price`, `strike_price`, `time_to_expiry`, `risk_free_rate`, `volatility`, `option_type`	Black-Scholes option pricing
implied_volatility_tool	`option_price`, `spot_price`, `strike_price`, `time_to_expiry`, `risk_free_rate`, `option_type`	Implied volatility from market price
binomial_option_price_tool	`spot_price`, `strike_price`, `time_to_expiry`, `risk_free_rate`, `volatility`, `steps`, `option_type`, `american`	Binomial tree option pricing (supports American-style)
monte_carlo_option_price_tool	`spot_price`, `strike_price`, `time_to_expiry`, `risk_free_rate`, `volatility`, `num_simulations`, `option_type`	Monte Carlo option pricing (supports barrier options)
option_strategy_analysis_tool	`strategy_type`, `spot_price`, `strikes`, `premiums`	P&L, breakeven, max profit/loss for spreads, straddles, etc.
probability_distributions_tool	`distribution`, `parameters`, `x_value`, `calculation`	PDF, CDF, PPF for normal, lognormal, binomial, etc.
monte_carlo_simulation_tool	`initial_value`, `periods`, `return_mean`, `return_std`	Portfolio projection with retirement withdrawal strategies
mortgage_calculator_tool	`principal`, `annual_rate`, `term_years`	Fixed, ARM, and hybrid mortgage calculations
heloc_calculator_tool	`credit_limit`, `prime_rate`, `spread`	HELOC payment projections
annuity_calculator_tool	`calculation_type`, `rate`, `periods`, `payment`	PV, FV, payment, or rate for annuities
bond_calculator_tool	`calculation_type`, `face_value`, `coupon_rate`, `ytm`	Bond price, YTM, duration, convexity
bond_etf_duration_estimate_tool	`ticker`	Estimated effective duration for known bond ETFs, plus 100bp yield-move impact formula
holdings_overlap_tool	`tickers`, `top_duplicates_n`	Compare ETF/mutual fund holdings overlap and duplicated exposure across funds
weighted_expense_calculator_tool	`holdings_json`, `portfolio_value`	Calculate weighted expense ratio and annual dollar fee cost; can fetch missing ETF/MF expense ratios when available
roth_ira_rules_tool	`age`, `has_5_year_account`, `has_5_year_conversion`	Explain the three independent Roth IRA five-year rules

Usage Examples

Once connected, just ask your AI assistant naturally:

"Analyze Tesla's technical indicators and tell me if it looks oversold" — uses technical_analysis
"Screen for profitable small-cap biotech stocks with low debt" — uses stock_screener
"Backtest a 50/200 day moving average crossover strategy on QQQ since 2018" — uses strategy_backtest
"What's the Black-Scholes price for an AAPL call at $200 strike, 30 days out, with 25% IV?" — uses black_scholes_option_price_tool
"Analyze Apple's 10-K — what were the main revenue drivers last year?" — uses sec_financial_analysis
"What's Apple's intrinsic value using a DCF model?" — uses wacc_calculator_tool + dcf_valuation_tool + dcf_sensitivity_table_tool
"Break down Microsoft's ROE into profitability, efficiency, and leverage" — uses dupont_analysis_tool
"Value a dividend-paying stock using a two-stage dividend model" — uses dividend_discount_model_tool
"Calculate the Z-spread for this bond against a Treasury spot curve" — uses z_spread_calculator_tool
"$200K income, $50K in long-term gains in California — what's my tax?" — uses capital_gains_tax
"Should I convert $100K from my traditional IRA to Roth this year?" — uses roth_conversion_tax
"Compare holdings overlap across VOO, SCHX, and IVV" — uses holdings_overlap_tool
"What is the annual fee cost of my ETF portfolio?" — uses weighted_expense_calculator_tool
"Plot SPY's fund flows and NAV history since 2022" — uses quick_analysis

Reference

Per-key rate limits are enforced. Exceeding the limit returns HTTP 429.

401 — Invalid or missing API key.
402 — Insufficient credits.
429 — Rate limit exceeded. Retry after the indicated period.
500 — Internal server error. Contact support if persistent.
Response times: Most tools respond in 5–30 seconds. Backtests and portfolio optimization may take up to 2 minutes.
If a tool returns an error, it will be prefixed with Error running : — include this in your support request.
Monitor your consumption on the Usage page.

Limit	Default
Concurrent requests	3
Requests per minute	20

Support & Legal

Support: Email [email protected] or open a ticket from your dashboard.
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