TrovestTrovest
MCP Connectors

Plug Trovest data into any AI model

Connect Claude, ChatGPT, Cursor, or any MCP-compatible AI to 30 years of financial data — income statements, balance sheets, ratios, and more — through natural conversation.

Why MCP Connectors?

Whether you want custom analysis on your terms or a patient tutor to learn investing, MCP puts institutional-grade data at your fingertips.

Custom Analysis
Your Lens, Your Analysis
Trovest’s research reports cover the fundamentals for everyone. But you see companies differently. Pull the raw data into your AI and analyze it your way.
Custom Analysis
Beyond One-Size-Fits-All
A value investor cares about different metrics than a growth investor. Build custom analysis around the metrics that matter to your investment thesis.
Custom Analysis
30 Years of Data, Your Questions
Compare Apple’s margins over 20 years, or find which tech companies had the strongest free cash flow growth. The data is there — your questions shape the analysis.
The Big Picture
Real Data, Real Decisions
Whether you’re refining a thesis or learning the basics, MCP puts Trovest’s institutional-grade data directly into your AI workflow — so every decision is grounded in facts.
Learn & Explore
Plain English, No Jargon
P/E ratios, EBITDA, free cash flow — investing is full of jargon. MCP lets your AI explain every metric in plain, understandable language.
Learn & Explore
Your Patient Tutor
Ask "What does debt-to-equity mean for Apple?" and get a clear answer. Ask follow-ups. No judgment, no rush. Learn investing through real company data.
Learn & Explore
Built for the Next Generation
Whether you’re 18 or 80, new to investing or just new to financial statements — MCP turns complex data into a conversation you can actually follow.
data sourceIncome Statements

Revenue, net income, EPS

data sourceBalance Sheets

Assets, liabilities, equity

data sourceCash Flows

Operating, investing, FCF

data sourceFinancial Ratios

P/E, ROE, debt ratios

data sourceKey Metrics

Market cap, EV, PE, PB

data sourceCompany Profile

Sector, CEO, description

data sourceFinancial Growth

Revenue & EPS growth

data sourceEnterprise Values

EV and EV ratios

data sourceStock Chart

OHLCV + moving averages

data sourceTechnical Indicators

RSI, MACD, Bollinger, etc.

data sourceTechnical Signals

Bullish/bearish patterns

data sourceAnalyst Estimates

EPS/revenue forecasts

data sourcePrice Targets

Analyst price consensus

data sourceAnalyst Grades

Buy/Hold/Sell consensus

data sourceGrade Changes

Upgrades & downgrades

data sourceEarnings History

Actual vs estimated EPS

data sourceHealth Scores

Altman Z, Piotroski, Beneish

data sourceSEC Filings

10-K, 10-Q, 8-K, proxy

data sourcePress Releases

Official announcements

data sourceKey Executives

CEO, CFO, compensation

connectorTrovest MCP

Model Context Protocol

ai clientClaude Desktop

One-click extension

ai clientChatGPT

OpenAI assistant

ai clientCursor

AI code editor

ai clientYour Custom Agent

Any MCP client

25 Nodes
24 Connections
Drag nodes to reposition

Available tools

21 tools covering financial statements, ratios, technical analysis, analyst research, and company filings. Your AI assistant discovers these automatically and uses them based on your questions.

Financial Statements4 tools
get_income_statements

Annual and quarterly income statements — revenue, net income, EPS, margins.

get_balance_sheets

Balance sheet data — total assets, liabilities, equity, cash, debt.

get_cash_flows

Cash flow statements — operating, investing, financing, and free cash flow.

get_financial_ratios

Financial ratios — P/E, P/B, debt-to-equity, current ratio, ROE, ROA.

Financial Metrics4 tools
get_key_metrics

Key performance metrics — market cap, enterprise value, EV/EBITDA, PE, PB.

get_company_profile

Company overview — sector, industry, market cap, CEO, description.

get_financial_growth

Growth rates — revenue, EPS, free cash flow growth over time.

get_enterprise_values

Enterprise value and EV-based valuation ratios over time.

Technical Analysis3 tools
get_stock_chart

OHLCV candle data with SMA/EMA moving average overlays. Configurable: 30, 90, 180, or 365 days.

get_technical_indicators

Technical indicators — RSI, MACD, Bollinger Bands, Stochastic, ADX, ATR, and volume analysis.

get_technical_signals

Detected bullish/bearish signal patterns — golden cross, RSI extremes, MACD crossovers, and more.

Research Analyst5 tools
get_analyst_estimatesNew

Retrieve EPS and revenue estimates from analysts, with consensus averages and analyst counts.

get_price_target_consensusNew

Get analyst price target consensus including high, low, and average targets.

get_analyst_grades_consensusNew

View the Buy/Hold/Sell breakdown from analyst coverage.

get_analyst_gradesNew

Track individual analyst rating changes, upgrades, and downgrades over time.

get_earnings_historyNew

Compare actual vs estimated EPS across historical earnings reports.

Research Company5 tools
get_financial_health_scoresNew

Analyze financial health via Altman Z-Score, Piotroski F-Score, and Beneish M-Score.

get_sec_filingsNew

Browse SEC filing metadata (10-K, 10-Q, 8-K, proxy) with direct EDGAR URLs.

get_company_newsNew

Read recent stock news and announcements for a company.

get_key_executivesNew

Get key executives with titles and compensation data.

get_sec_filing_contentNew

Retrieve full SEC filing content (10-K, 10-Q, 8-K) with hybrid delivery — base64 HTML for smaller filings, extracted text for larger ones.

Setup in minutes

Choose your AI client and follow the steps below.

1

Download the Trovest extension

Download Extension (.mcpb)
2

Double-click the file to install, or drag it into Claude Desktop

3

When prompted, paste your API key

4

Start chatting! Try: "Get me 10 years of Apple's income statements"

Get Started with MCP Connectors

Create a free Trovest account to generate API keys and connect your AI assistant to 30 years of institutional-grade financial data.

Start Free

Frequently asked questions