Stocklake API

MCP-native stock intelligence. Prices, fundamentals, technical ratings, and AI-analysed news — served over Streamable HTTP.

Not financial advice. All data, ratings, signals, and AI assessments provided by this API are for informational and research purposes only. Nothing here constitutes investment advice, a recommendation to buy or sell any security, or a solicitation of any kind. Always do your own research and consult a qualified financial advisor before making investment decisions.

Authentication

Pass your API key as a Bearer token in the Authorization header on every request.

Authorization: Bearer sl_your_key_here

Get a free key at /login — enter your email, click the link in your inbox, and your key is created automatically. No password, no captcha. Free keys are valid 30 days; rotate or renew anytime from your dashboard.

No key? You can call get_stock without any authorization header — 500 calls/day, no signup needed. A free key adds get_stock_history, get_stocks, search_stocks, get_company_profile, and get_earnings_calendar. Pro unlocks all 6 AI-powered tools (news, rating, outlook, regime, sector intelligence, sentiment).

Claude.ai? Add https://api.stocklake.dev/mcp as a remote MCP server — the OAuth consent flow handles auth automatically. See Claude.ai setup.

Transport

The API uses the MCP Streamable HTTP transport (protocol version 2025-11-25). All tool calls are POST requests to the endpoint below.

https://api.stocklake.dev/mcp

Every MCP-compatible client works out of the box. Raw HTTP is also supported — see the curl section.

Rate limits

Tier	Requests / day	Tools	Key expiry
guest (no key)	500	get_stock only	—
free	500	get_stock, get_stock_history, get_stocks, search_stocks, get_company_profile, get_earnings_calendar	30 days
pro	5000	All 12 tools	None

Exceeding the daily request limit returns HTTP 429. Limits reset at midnight UTC.

Every authenticated response includes these headers:

Header	Description
X-RateLimit-Limit	Your daily request cap
X-RateLimit-Remaining	Requests remaining today
X-RateLimit-Reset	Unix timestamp when the counter resets (midnight UTC)
X-Key-Expires-At	ISO 8601 timestamp when the key expires (free tier: 30 days from creation, renewable from dashboard). Not present on Pro keys.

Quickstart

# 1. Initialize
POST /mcp
{"jsonrpc":"2.0","id":1,"method":"initialize","params":{"protocolVersion":"2025-11-25","capabilities":{},"clientInfo":{"name":"my-agent","version":"1.0"}}}

# 2. Call a tool (free tier example)
POST /mcp
{"jsonrpc":"2.0","id":2,"method":"tools/call","params":{"name":"get_stock","arguments":{"symbol":"AAPL"}}}

get_stock free

Returns price, fundamentals, and technical indicators for a ticker.

Parameters

Name	Type	Description
symbol	string	Ticker symbol, e.g. AAPL. Case-insensitive.

Response fields

Field	Type	Description
symbol	string	Ticker
name	string	Company full name
short_name	string	Display name (shorter form)
sector	string	Sector classification
industry	string	Industry classification
country	string	Country of listing
currency	string	Reporting currency
exchange	string	Exchange code
price	number	Current price
change_pct	number	Day change %
volume	number	Day volume
prev_close	number	Previous close
week52_high / week52_low	number	52-week range
ma_50	number	50-day moving average
ma_200	number	200-day moving average
market_cap	number	Market capitalisation
beta	number	Beta vs market
pe_trailing / pe_forward	number	P/E ratios (trailing and forward)
dividend_yield	number	Annual dividend yield
debt_to_equity	number	D/E ratio
profit_margins	number	Net profit margin
revenue_growth / earnings_growth	number	YoY growth rates
return_on_equity	number	ROE
analyst_rating	string	Analyst consensus (buy / hold / sell)
analyst_rating_score	number	Analyst consensus score (1=strong buy … 5=strong sell)
analyst_target	number	Analyst mean price target
indicators	object	Technical indicators: rsi, macd{macd_line, signal_line, histogram}, bollinger_bands{upper_band, middle_band, lower_band}
updated_at	string	Data freshness timestamp (ISO 8601)

Example

{
  "symbol": "NVDA",
  "name": "NVIDIA Corporation",
  "price": 116.78,
  "change_pct": 2.31,
  "market_cap": 2847000000000,
  "pe_trailing": 38.2,
  "analyst_rating": "buy",
  "analyst_target": 165.00,
  "indicators": {
    "rsi": 58.4,
    "macd": { "macd_line": 1.23, "signal_line": 0.94, "histogram": 0.29 },
    "bollinger_bands": { "upper_band": 124.1, "middle_band": 114.3, "lower_band": 104.5 }
  }
}

Example — META (Communication Services, strong buy consensus)

{
  "symbol": "META",
  "name": "Meta Platforms Inc.",
  "short_name": "Meta",
  "price": 635.29,
  "change_pct": 1.54,
  "volume": 18720000,
  "market_cap": 1612600000000,
  "pe_trailing": 27.8,
  "analyst_rating": "strong_buy",
  "analyst_target": 725.00,
  "indicators": {
    "rsi": 65.3,
    "macd": { "macd_line": 8.45, "signal_line": 6.12, "histogram": 2.33 },
    "bollinger_bands": { "upper_band": 652.80, "middle_band": 598.40, "lower_band": 544.00 }
  }
}

get_stocks free+

Batch stock data for up to 10 symbols in a single call. Returns prices, fundamentals, and indicators keyed by symbol. Use this instead of calling get_stock multiple times.

Parameter	Type	Default	Description
symbols	array of strings	required	Stock tickers (max 10). Invalid symbols are silently skipped.

curl -s https://api.stocklake.dev/mcp \
  -H "Authorization: Bearer sl_your_key" \
  -H "Content-Type: application/json" \
  -d '{"jsonrpc":"2.0","id":1,"method":"tools/call","params":{"name":"get_stocks","arguments":{"symbols":["JPM","GS"]}}}'

Example response

{
  "count": 2,
  "symbols": {
    "JPM": {
      "symbol": "JPM",
      "name": "JPMorgan Chase & Co.",
      "sector": "Financial Services",
      "price": 296.73,
      "change_pct": -0.42,
      "volume": 8930000,
      "analyst_rating": "strong_buy",
      "indicators": {
        "rsi": 42.6,
        "macd": { "macd_line": -1.20, "signal_line": -0.80, "histogram": -0.40 },
        "bollinger_bands": { "upper_band": 312.50, "middle_band": 298.10, "lower_band": 283.70 }
      },
      "updated_at": "2026-06-01T14:00:00+00:00"
    },
    "GS": {
      "symbol": "GS",
      "name": "The Goldman Sachs Group Inc.",
      "sector": "Financial Services",
      "price": 1008.37,
      "change_pct": 0.87,
      "volume": 2100000,
      "analyst_rating": "buy",
      "indicators": {
        "rsi": 68.2,
        "macd": { "macd_line": 5.60, "signal_line": 4.10, "histogram": 1.50 },
        "bollinger_bands": { "upper_band": 1050.00, "middle_band": 985.00, "lower_band": 920.00 }
      },
      "updated_at": "2026-06-01T14:00:00+00:00"
    }
  },
  "requested": 2
}

Response includes the count of matched symbols plus a map with per-symbol data in the same format as get_stock. Requested symbols not found in the database are omitted from the result.

get_stock_history free+

Daily OHLCV price history for a ticker. Returns bars sorted oldest-first.

Parameters

Name	Type	Default	Description
symbol	string	—	Ticker symbol
days	integer	90	Number of trading days to return. Max 365 (1 year).

Response fields

Field	Type	Description
symbol	string	Ticker
days	integer	Days requested
count	integer	Bars actually returned (may be less if data is newer)
history	array	OHLCV bars: date, open, high, low, close, volume

Example

{
  "symbol": "AAPL",
  "days": 5,
  "count": 5,
  "history": [
    { "date": "2026-04-29", "open": 208.40, "high": 212.10, "low": 207.80, "close": 211.50, "volume": 52183000 },
    { "date": "2026-04-30", "open": 211.20, "high": 214.60, "low": 210.90, "close": 213.45, "volume": 48921000 }
  ]
}

Example — AMZN 30-day history

{
  "symbol": "AMZN",
  "days": 30,
  "count": 22,
  "history": [
    { "date": "2026-04-29", "open": 247.40, "high": 250.60, "low": 246.80, "close": 249.75, "volume": 31045000 },
    { "date": "2026-04-30", "open": 250.00, "high": 256.10, "low": 249.20, "close": 255.30, "volume": 28760000 },
    { "date": "2026-05-01", "open": 257.10, "high": 264.80, "low": 256.40, "close": 263.90, "volume": 35412000 }
  ]
}

search_stocks free+

Filter and rank stocks from the Stocklake universe. All parameters are optional — omit any to skip that filter.

Parameters

Name	Type	Default	Description
sector	string	—	Case-insensitive substring match. e.g. Technology, Healthcare, Financial Services
country	string	—	Case-insensitive substring match. e.g. United States, Germany
rsi_signal	string	—	oversold (RSI < 30) · overbought (RSI > 70) · neutral (30–70)
analyst_rating / recommendation	string	—	Analyst consensus: strong_buy · buy · hold · sell · strong_sell. Both names accepted, `recommendation` takes precedence.
min_volume	integer	—	Minimum daily volume filter. e.g. 1000000
sort_by	string	change_pct	change_pct · volume · market_cap · rating (our composite score)
limit	integer	20	Results to return. Max 20.

Response

Field	Type	Description
count	integer	Number of results
filters	object	Echo of applied filters
results	array	Stock objects (see below)

Per-result fields:

Field	Type	Description
symbol	string	Ticker
name	string	Company name
sector / industry	string	Sector and industry classification
country	string	Country of listing
price	number	Current price
change_pct	number	Day change %
volume	number	Day volume
market_cap	number	Market capitalisation
rsi	number	Current RSI value
analyst_rating	string	Analyst consensus
rating	number	Composite technical rating (0–10)
direction	string	BULLISH / NEUTRAL / BEARISH

Example — oversold tech stocks sorted by rating

{
  "count": 3,
  "filters": { "sector": "Technology", "rsi_signal": "oversold", "sort_by": "rating" },
  "results": [
    {
      "symbol": "SMCI", "name": "Super Micro Computer",
      "sector": "Technology", "industry": "Computer Hardware", "country": "United States",
      "price": 38.20, "change_pct": -1.4,
      "volume": 45200000, "market_cap": 22500000000,
      "rsi": 27.3, "analyst_rating": "buy",
      "rating": 6.5, "direction": "BULLISH"
    }
  ]
}

Example — Healthcare, min volume 500K, sorted by volume

{
  "count": 2,
  "filters": { "sector": "Healthcare", "min_volume": 500000, "sort_by": "volume" },
  "results": [
    {
      "symbol": "UNH", "name": "UnitedHealth Group Inc.",
      "sector": "Healthcare", "industry": "Healthcare Plans", "country": "United States",
      "price": 382.53, "change_pct": 0.65,
      "volume": 5120000, "market_cap": 541500000000,
      "rsi": 59.6, "analyst_rating": "strong_buy",
      "rating": 7.1, "direction": "BULLISH"
    },
    {
      "symbol": "PFE", "name": "Pfizer Inc.",
      "sector": "Healthcare", "industry": "Drug Manufacturing", "country": "United States",
      "price": 26.14, "change_pct": -0.34,
      "volume": 18200000, "market_cap": 148700000000,
      "rsi": 49.0, "analyst_rating": "hold",
      "rating": 5.2, "direction": "NEUTRAL"
    }
  ]
}

get_company_profile free+

Company fundamentals snapshot: description, sector, industry, financials, officers, and more. No AI cost — synced from public market data feeds.

Parameter	Type	Default	Description
symbol	string	required	Stock ticker (1–10 alphanumeric characters).

curl -s https://api.stocklake.dev/mcp \
  -H "Authorization: Bearer sl_your_key" \
  -H "Content-Type: application/json" \
  -d '{"jsonrpc":"2.0","id":1,"method":"tools/call","params":{"name":"get_company_profile","arguments":{"symbol":"AVGO"}}}'

Example response

{
  "symbol": "AVGO",
  "name": "Broadcom Inc.",
  "sector": "Technology",
  "industry": "Semiconductors",
  "country": "United States",
  "exchange": "NMS",
  "currency": "USD",
  "description": "Broadcom Inc. designs, develops, and supplies various semiconductor devices and infrastructure software solutions worldwide.",
  "website": "https://www.broadcom.com",
  "employees": 33000,
  "market_cap": 2019700000000,
  "enterprise_value": 2071600000000,
  "price": 426.58,
  "week52_high": 478.00,
  "week52_low": 252.34,
  "volume": 18740000,
  "avg_volume": 23498000,
  "dividend_yield": 0.61,
  "dividend_rate": 2.60,
  "beta": 1.34,
  "pe_trailing": 32.5,
  "pe_forward": 28.1,
  "price_to_book": 25.3,
  "debt_to_equity": 2.45,
  "profit_margins": 0.18,
  "return_on_equity": 0.85,
  "revenue_growth": 0.42,
  "earnings_growth": 0.18,
  "revenue_ttm": null,
  "free_cashflow": 25504000000,
  "ex_dividend_date": "2026-06-10T00:00:00+00:00",
  "gross_profit_ttm": 32340000000,
  "analyst_rating": "strong_buy",
  "analyst_target": 510.00,
  "analyst_count": 44,
  "officers": [
    { "name": "Mr. Hock E. Tan", "title": "President, CEO & Director", "totalPay": 161800000 },
    { "name": "Ms. Kirsten M. Spears", "title": "CFO & Principal Accounting Officer", "totalPay": 12500000 }
  ],
  "updated_at": "2026-05-29T07:57:03.841575+00:00"
}

Response includes sector, industry, country, exchange, description, website, employee count, market cap, enterprise value, price, 52-week range, volume, dividend info (yield, rate, ex-dividend date), P/E ratios, debt/equity, margins, growth rates, revenue, gross profit, free cash flow, analyst ratings, and top officers.

get_earnings_calendar free+

Upcoming earnings dates for all stocks in the Stocklake universe, within a configurable look-ahead window. Dates sourced from market data — treat is_estimate: true dates as approximate.

Parameters

Parameter	Type	Default	Description
days	integer	7	Look-ahead window in days (max 30)

Response

Field	Type	Description
window_days	number	Effective look-ahead window applied
from_date	string	Window start (UTC ISO)
to_date	string	Window end (UTC ISO)
count	number	Total results returned
results[].symbol	string	Ticker symbol
results[].name	string	Company short name
results[].sector	string	Sector
results[].market_cap	number	Market capitalisation in reporting currency
results[].earnings_date	string	Expected earnings timestamp (UTC ISO)
results[].earnings_window_start	string \| null	Start of reported window (UTC ISO)
results[].earnings_window_end	string \| null	End of reported window (UTC ISO)
results[].is_estimate	boolean	True if the date is an estimate — treat as approximate
results[].eps_trailing	number \| null	Trailing 12-month EPS
results[].eps_forward	number \| null	Forward EPS estimate

Example response

{
  "window_days": 7,
  "from_date": "2026-05-06T10:00:00+00:00",
  "to_date": "2026-05-13T10:00:00+00:00",
  "count": 3,
  "results": [
    {
      "symbol": "AAPL",
      "name": "Apple Inc.",
      "sector": "Technology",
      "market_cap": 3200000000000,
      "earnings_date": "2026-05-08T20:30:00+00:00",
      "earnings_window_start": "2026-05-08T20:00:00+00:00",
      "earnings_window_end": "2026-05-09T00:00:00+00:00",
      "is_estimate": false,
      "eps_trailing": 6.97,
      "eps_forward": 7.54
    }
  ]
}

Example — 30-day window

{
  "window_days": 30,
  "from_date": "2026-05-06T10:00:00+00:00",
  "to_date": "2026-06-05T10:00:00+00:00",
  "count": 4,
  "results": [
    {
      "symbol": "AMD",
      "name": "Advanced Micro Devices Inc.",
      "sector": "Technology",
      "market_cap": 845000000000,
      "earnings_date": "2026-05-20T20:30:00+00:00",
      "earnings_window_start": "2026-05-20T20:00:00+00:00",
      "earnings_window_end": "2026-05-21T00:00:00+00:00",
      "is_estimate": false,
      "eps_trailing": 3.95,
      "eps_forward": 4.82
    },
    {
      "symbol": "INTC",
      "name": "Intel Corporation",
      "sector": "Technology",
      "market_cap": 608000000000,
      "earnings_date": "2026-05-22T21:00:00+00:00",
      "earnings_window_start": "2026-05-22T20:00:00+00:00",
      "earnings_window_end": "2026-05-23T00:00:00+00:00",
      "is_estimate": false,
      "eps_trailing": 2.41,
      "eps_forward": 3.10
    },
    {
      "symbol": "IBM",
      "name": "International Business Machines Corp.",
      "sector": "Technology",
      "market_cap": 248000000000,
      "earnings_date": "2026-05-28T20:30:00+00:00",
      "is_estimate": true,
      "eps_trailing": 6.58,
      "eps_forward": 7.22
    }
  ]
}

get_stock_rating pro AI

Composite technical rating on a 0–10 scale. Synthesises RSI, MACD, Bollinger Bands, and moving average trend signals into a single score with per-indicator breakdown.

⚠️ Technical vs analyst ratings
rating and direction are purely technical (RSI / MACD / Bollinger Bands / moving averages). This is different from analyst_rating from get_stock, which reflects analyst consensus based on fundamentals and price targets — not technical momentum. Disagreement between these signals is normal: a stock can be technically overbought (low rating) while analysts rate it a strong buy, or vice versa.

Parameters

Name	Type	Description
symbol	string	Ticker symbol

Response fields

Field	Type	Description
symbol	string	Ticker
rating	number	0–10 composite technical rating
direction	string	BULLISH (≥6) / NEUTRAL (4–6) / BEARISH (≤4)
signals	object	Per-indicator breakdown: rsi, macd, bb, trend. Each includes `text` (human readable), `strength` (strong/moderate/weak), `verdict` (bullish/mild_bullish/neutral/mild_bearish/bearish). RSI includes `value` (raw number). Indicator-specific fields: macd_line, signal_line, histogram, upper, middle, lower, width, position, price, sma50, sma200

Example

{
  "symbol": "AAPL",
  "rating": 7.2,
  "direction": "BULLISH",
  "signals": {
    "rsi": {
      "text": "neutral (54.2)",
      "value": 54.2,
      "strength": "weak",
      "verdict": "neutral"
    },
    "macd": {
      "text": "above signal (0.87 > 0.54) — bullish crossover",
      "macd_line": 0.87,
      "signal_line": 0.54,
      "histogram": 0.33,
      "strength": "moderate",
      "verdict": "bullish"
    },
    "bb": {
      "text": "lower half — mild bullish",
      "position": "lower_half",
      "upper": 288.48,
      "middle": 271.57,
      "lower": 254.67,
      "width": 33.81,
      "strength": "moderate",
      "verdict": "mild_bullish"
    },
    "trend": {
      "text": "price > SMA50 > SMA200 — strong uptrend",
      "price": 213.45,
      "sma50": 262.4,
      "sma200": 256.62,
      "strength": "strong",
      "verdict": "bullish"
    }
  }
}

Example — QCOM (BEARISH)

{
  "symbol": "QCOM",
  "rating": 3.8,
  "direction": "BEARISH",
  "signals": {
    "rsi": {
      "text": "approaching overbought (68.1)",
      "value": 68.1,
      "strength": "moderate",
      "verdict": "mild_bearish"
    },
    "macd": {
      "text": "below signal (3.42 < 3.98) — bearish crossover",
      "macd_line": 3.42,
      "signal_line": 3.98,
      "histogram": -0.56,
      "strength": "moderate",
      "verdict": "bearish"
    },
    "bb": {
      "text": "above upper band — overbought",
      "position": "above_upper",
      "price": 243.29,
      "upper": 256.40,
      "middle": 228.15,
      "lower": 199.90,
      "width": 56.50,
      "strength": "moderate",
      "verdict": "mild_bearish"
    },
    "trend": {
      "text": "price > SMA50 > SMA200 — strong uptrend",
      "price": 243.29,
      "sma50": 226.80,
      "sma200": 194.35,
      "strength": "strong",
      "verdict": "bullish"
    }
  }
}

get_stock_news pro AI

Returns AI-analysed news articles for a ticker. Each article has been processed by our AI pipeline — raw article content is not exposed.

When no articles are found, the ticker is automatically queued for a background refresh. Re-queuing an already-pending ticker does not count against your limit.

Parameters

Name	Type	Description
symbol	string	Ticker symbol
limit	integer	Max articles to return. Default 10, max 10.
days	integer	Look-back window in days. Default 7, max 14 (2 weeks).

Response

Outer envelope fields:

Field	Type	Description
symbol	string	Ticker
status	string	ok empty — see below
count	integer	Number of articles returned
hours	integer	Effective look-back window in hours (`days` × 24, max 336)
articles	array	Article objects (see below)
message	string	Present when status is empty

Status values:

ok — articles returned
empty — no news found for this window; pipeline triggered in background if data was stale

Per-article fields:

Field	Type	Description
title	string	Article headline
published_at	datetime	Publication timestamp (ISO 8601)
ai_sentiment	string	positive / neutral / negative
ai_flag_score	number	0–10 signal strength (10 = high impact)
ai_summary	string	AI-generated 1–2 sentence summary of relevance to the stock
ai_confidence	number	0–100 confidence score

Example — status ok

{
  "symbol": "TSLA",
  "status": "ok",
  "count": 3,
  "hours": 24,
  "articles": [
    {
      "title": "Tesla Q1 deliveries beat expectations",
      "published_at": "2026-04-03T14:00:00+00:00",
      "ai_sentiment": "positive",
      "ai_flag_score": 8,
      "ai_summary": "Q1 deliveries of 387k beat analyst consensus of 375k, signalling demand stabilisation.",
      "ai_confidence": 80
    }
  ]
}

Example — status empty

{
  "symbol": "RKLB",
  "status": "empty",
  "count": 0,
  "hours": 72,
  "articles": [],
   "message": "No news available for RKLB in the last 14 days."
}

get_sentiment_profile pro AI

AI-synthesized insider + institutional sentiment for a stock. Combines SEC Form 4 insider transactions with Nasdaq institutional holder data, nightly enrichment.

Parameters

Parameter	Type	Required	Default	Description
symbol	string	✓	—	Ticker symbol (e.g. AAPL, TSLA)

Response fields

Field	Type	Description
symbol	string	Ticker
signal	string	Combined sentiment: STRONG_BULLISH, BULLISH, NEUTRAL, BEARISH, STRONG_BEARISH
flag_score	int	Notability 0–10. 8+ = trader alert
confidence	int	AI confidence 1–10
insider_signal	string	Insider-only signal: BULLISH, BEARISH, NEUTRAL, NONE
inst_signal	string	Institutional-only signal: BULLISH, BEARISH, NEUTRAL, NONE
summary	string	Human-readable 2–4 sentence summary with specific names, amounts, and direction
insider_buys	int	Number of insider buy transactions (pre-filtered)
insider_sells	int	Number of insider sell transactions (pre-filtered)
inst_ownership	number \| null	Institutional ownership percentage as a float (e.g. 74.55)
total_holders	int \| null	Total institutional holders
updated_at	string	ISO 8601 timestamp when data was last refreshed

Example response

{
  "symbol": "BG",
  "signal": "BULLISH",
  "flag_score": 6,
  "confidence": 7,
  "insider_signal": "BEARISH",
  "inst_signal": "BULLISH",
  "summary": "COO Garros Julio sold $337K — lone bearish insider signal. Institutions strongly bullish: 377 holders increased (+28.6M sh) vs 283 decreased. 128 new holders added 20.9M sh.",
  "insider_buys": 0,
  "insider_sells": 1,
  "inst_ownership": 99.81,
  "total_holders": 758,
  "updated_at": "2026-05-11T22:16:29.930700+00:00"
}

Example — CRM (STRONG_BULLISH, high insider buying)

{
  "symbol": "CRM",
  "signal": "STRONG_BULLISH",
  "flag_score": 9,
  "confidence": 8,
  "insider_signal": "BULLISH",
  "inst_signal": "BULLISH",
  "summary": "CEO Benioff bought $12.4M worth of shares — largest insider buy in 3 years. Three additional C-suite insiders added $4.2M combined. Institutions increased holdings by 3.2% this quarter with 42 new holders opening positions. Strong alignment between insider and institutional conviction.",
  "insider_buys": 4,
  "insider_sells": 0,
  "inst_ownership": 82.15,
  "total_holders": 2410,
  "updated_at": "2026-05-28T06:15:00+00:00"
}

get_macro_regime pro AI

Returns the latest macro market regime assessment produced by Stocklake AI, together with the raw indicator snapshot (macro data, VIX term structure, market sentiment) and a price/RSI/SMA200 snapshot of key market instruments recorded at the time the AI ran. Updated every ~4 hours, or sooner if VIX moves more than 8%.

Note: All data in this response — including market_context prices — is a point-in-time snapshot from when the assessment was made, not live. Check age_hours and updated_at to judge staleness; call get_stock for live prices.

Parameters

Name	Type	Default	Description
history_count	integer	0	Include last N previous regime assessments (max 5). Returns `regime_history` array with regime, bias, confidence, rationale, updated_at, age_hours, vix_at_assessment for each past assessment.

Response

Field	Type	Description
regime	string	RISK_OFF \| CAUTIOUS \| NEUTRAL \| AGGRESSIVE
signal	string	Alias for regime — present for client compatibility
bias	string	LONG_ONLY \| SHORT_ONLY \| BOTH
confidence	number	1–10. How clear-cut the regime call is.
rationale	string	Core thesis in plain language (≤600 chars)
key_risks	string[]	2–3 specific tail risks that could invalidate the call
watch_for	string[]	1–2 triggers that would cause a regime upgrade or downgrade
vix_at_assessment	number	VIX level at the time of assessment
updated_at	string	UTC ISO timestamp of when assessment was made
age_hours	number	How many hours ago the assessment was made
indicators.macro_data	object	Macro data: yield_spread_10y2y, fed_funds_rate, cpi_yoy, unemployment, breakeven_10y, usd_index, m2 — each with value, date, delta_3m
indicators.volatility_term_structure	object	VIX / VIX3M / VIX6M last 5 closes + contango/backwardation signal
indicators.market_sentiment	object	Market sentiment index value (0=extreme fear, 100=extreme greed) and label
market_context	object	Price / RSI / SMA200 / perf snapshot of key instruments at assessment time (SPY, QQQ, IWM, TLT, GLD, EEM, HYG, XLK, XLF, XLE, XLV, XLU + VIX spot, TNX, CL oil). Stale — recorded when the AI ran, not live. Check age_hours.
market_context.spy	object	price, rsi, sma200, above_200sma, perf_1w, perf_1m, change_pct — same shape for all equity/ETF keys
market_context.vix	object	price, change_pct
market_context.tnx	object	10Y Treasury yield: price, change_pct, change_abs
market_context.cl	object	WTI crude oil: price, change_pct, perf_1w
regime_history	object[]	Only present when `history_count > 0`. Array of past assessments: regime, bias, confidence, rationale, updated_at, age_hours, vix_at_assessment.

Example response

{
  "regime": "CAUTIOUS",
  "bias": "LONG_ONLY",
  "confidence": 6,
  "rationale": "Equity uptrend intact (SPY records, VIX 17 in contango). HYG diverging from SPY highs — credit not confirming. SPY RSI 70 extended.",
  "key_risks": [
    "HYG breaking below $79.50 — credit/equity gap widening",
    "VIX closing above 20 or moving into backwardation"
  ],
  "watch_for": [
    "HYG reclaiming $80.50 on rising volume → upgrade to NEUTRAL"
  ],
  "vix_at_assessment": 16.94,
  "updated_at": "2026-05-06T09:14:56.788341+00:00",
  "age_hours": 2.1,
  "indicators": {
    "macro_data": {
      "yield_spread_10y2y": { "value": 0.21, "date": "2026-05-02", "delta_3m": 0.15 },
      "fed_funds_rate":    { "value": 4.33, "date": "2026-04-01", "delta_3m": -0.25 }
    },
    "volatility_term_structure": {
      "signal": "contango (calm — spot < 3M < 6M)",
      "VIX":   [{ "date": "2026-05-06", "close": 16.94 }],
      "VIX3M": [{ "date": "2026-05-06", "close": 18.40 }],
      "VIX6M": [{ "date": "2026-05-06", "close": 19.10 }]
    },
    "market_sentiment": { "value": 54.0, "description": "Neutral" }
  },
  "market_context": {
        /* snapshot recorded at updated_at — NOT live prices */
    "spy":  { "price": 574.12, "rsi": 70.3, "sma200": 543.80, "above_200sma": true,  "perf_1w": 1.8,  "perf_1m": 4.2,  "change_pct": 0.42 },
    "qqq":  { "price": 489.54, "rsi": 68.1, "sma200": 461.20, "above_200sma": true,  "perf_1w": 2.1,  "perf_1m": 5.0,  "change_pct": 0.51 },
    "iwm":  { "price": 208.34, "rsi": 51.4, "sma200": 214.60, "above_200sma": false, "perf_1w": -0.3, "perf_1m": 1.1,  "change_pct": -0.18 },
    "tlt":  { "price": 91.20,  "rsi": 44.2, "sma200": 94.10,  "above_200sma": false, "perf_1w": -0.8, "perf_1m": -2.3, "change_pct": -0.22 },
    "vix":  { "price": 16.94, "change_pct": -3.1 },
    "tnx":  { "price": 4.59,  "change_pct": 0.9, "change_abs": 0.04 },
    "gld":  { "price": 312.80, "rsi": 62.0, "sma200": 271.40, "above_200sma": true,  "perf_1w": 1.2,  "perf_1m": 8.5,  "change_pct": 0.31 },
    "cl":   { "price": 59.40,  "change_pct": -1.2, "perf_1w": -3.8 },
    "hyg":  { "price": 79.83,  "rsi": 53.2, "above_200sma": false, "perf_1w": 0.1,  "change_pct": 0.04 },
    "eem":  { "price": 44.12,  "rsi": 55.8, "above_200sma": true,  "perf_1w": 0.7,  "change_pct": 0.19 },
    "xlk":  { "price": 228.10, "rsi": 67.4, "above_200sma": true,  "perf_1w": 2.4,  "change_pct": 0.66 },
    "xlf":  { "price": 48.32,  "rsi": 58.9, "above_200sma": true,  "perf_1w": 0.9,  "change_pct": 0.21 },
    "xle":  { "price": 82.44,  "rsi": 42.3, "above_200sma": false, "perf_1w": -2.1, "change_pct": -0.84 },
    "xlv":  { "price": 141.20, "rsi": 49.0, "above_200sma": true,  "perf_1w": -0.5, "change_pct": -0.10 },
    "xlu":  { "price": 78.30,  "rsi": 52.1, "above_200sma": true,  "perf_1w": 0.4,  "change_pct": 0.08 }
  }
}

Example — RISK_OFF regime with history_count=2

{
  "regime": "RISK_OFF",
  "bias": "SHORT_ONLY",
  "confidence": 8,
  "rationale": "SPY broke below 200-day MA for first time in 8 months. HYG gap down confirmed credit stress. VIX above 25 and inverted term structure suggest near-term panic. Fed rhetoric remains hawkish.",
  "key_risks": [
    "Sudden Fed pivot to dovish — VIX crush could fuel sharp rally",
    "Bear market rallies exceeding 5% on short covering"
  ],
  "watch_for": [
    "VIX closing below 22 or returning to contango → downgrade to CAUTIOUS"
  ],
  "vix_at_assessment": 27.32,
  "updated_at": "2026-05-27T18:00:00+00:00",
  "age_hours": 14.5,
  "indicators": {
    "macro_data": {
      "yield_spread_10y2y": { "value": -0.35, "date": "2026-05-23", "delta_3m": -0.52 },
      "fed_funds_rate":    { "value": 4.33, "date": "2026-04-01", "delta_3m": -0.25 }
    },
    "volatility_term_structure": {
      "signal": "backwardation (stress — spot > 3M > 6M)",
      "VIX":   [{ "date": "2026-05-27", "close": 27.32 }],
      "VIX3M": [{ "date": "2026-05-27", "close": 24.10 }],
      "VIX6M": [{ "date": "2026-05-27", "close": 22.40 }]
    },
    "market_sentiment": { "value": 22.0, "description": "Extreme Fear" }
  },
  "market_context": {
    "spy":  { "price": 481.23, "rsi": 31.2, "sma200": 532.10, "above_200sma": false, "perf_1w": -4.2, "change_pct": -0.85 },
    "vix":  { "price": 27.32, "change_pct": 12.4 },
    "hyg":  { "price": 72.40, "rsi": 28.5, "above_200sma": false, "change_pct": -2.10 },
    "gld":  { "price": 358.20, "change_pct": 1.85 }
  },
  "regime_history": [
    {
      "regime": "CAUTIOUS",
      "bias": "LONG_ONLY",
      "confidence": 6,
      "rationale": "Equity uptrend intact but breadth narrowing. HYG starting to diverge.",
      "updated_at": "2026-05-25T10:00:00+00:00",
      "age_hours": 56.0,
      "vix_at_assessment": 19.40
    },
    {
      "regime": "NEUTRAL",
      "bias": "BOTH",
      "confidence": 5,
      "rationale": "Mixed signals: SPY at 200-day MA support but defensive rotation accelerating.",
      "updated_at": "2026-05-20T14:00:00+00:00",
      "age_hours": 148.0,
      "vix_at_assessment": 17.80
    }
  ]
}

get_market_outlook pro AI

AI market outlook assessment: BULLISH / NEUTRAL / BEARISH outlook with conviction score, equity view, preferred and avoided sectors, catalyst, and key risk. Produced by the internal market intelligence pipeline every ~4 hours.

Parameter	Type	Default	Description
history_count	integer	0	Number of prior outlooks to include in the response (max 3).

curl -s https://api.stocklake.dev/mcp \
  -H "Authorization: Bearer sl_pro_key" \
  -H "Content-Type: application/json" \
  -d '{"jsonrpc":"2.0","id":1,"method":"tools/call","params":{"name":"get_market_outlook","arguments":{}}}'

Example response

{
  "outlook": "BEARISH",
  "signal": "BEARISH",
  "conviction": 7,
  "equity_view": "Defensive posture warranted. S&P 500 failed to hold above 200-day MA. Technology leading the downturn. Energy the only sector in positive territory on supply concerns.",
  "preferred": ["Energy", "Utilities", "Consumer Staples"],
  "avoided": ["Technology", "Consumer Discretionary", "Financials"],
  "catalyst": "Weaker-than-expected April retail sales and persistent core inflation above 3% have raised stagflation concerns. Fed minutes revealed hawkish lean despite hold decision.",
  "key_risk": "Oil supply shock driving Energy too high — if crude reverses, the last bullish sector disappears, leaving no place to hide.",
  "rationale": "SPY RSI at 31 approaching oversold but no reversal signal yet. HYG -2.1% on the week confirming credit stress. VIX backwardation indicates near-term hedging pressure. Breadth at 28% above 200-day MA — lowest in 12 months. Downgraded from CAUTIOUS following the 200-day MA breakdown.",
  "updated_at": "2026-05-28T16:30:00+00:00",
  "age_hours": 3.8
}

Key response fields: outlook/signal (BULLISH/NEUTRAL/BEARISH), conviction (score), equity_view, preferred/avoided (sector lists), catalyst, key_risk, rationale, updated_at, age_hours.

get_sector_intelligence pro AI

AI-assessed sector intelligence with signals (LEADING/STRONG/NEUTRAL/WEAK/LAGGING), drivers, alerts, and computed statistics. Refreshed every ~4 hours by the market intelligence pipeline.

Parameters

Parameter	Type	Required	Default	Description
sector	string	—	None	Sector name (e.g. Technology, Healthcare). Omit to list all sectors.

Response fields (single sector)

Field	Type	Description
sector	string	Sector name
signal	string	LEADING / STRONG / NEUTRAL / WEAK / LAGGING
cycle_stage	string	EARLY / MID / LATE / RECESSION — where the sector is in its cycle
rotation_signal	string	IMPROVING / STEADY / DETERIORATING — rotation direction vs prior period
drivers	string[]	Key drivers behind the signal
alert	string	Alert message if applicable
confidence	number	AI confidence 1–10
stats	object	RSI distribution, breadth, performance 1W/1M, top/bottom movers
updated_at	string	ISO 8601 when the assessment was made

Response fields (all sectors)

Field	Type	Description
sectors	object[]	Array of sector objects with sector, signal, cycle_stage, rotation_signal, drivers, alert, confidence, stats
count	integer	Number of sectors returned

Example response

{
  "sectors": [
    {
      "sector": "Technology",
      "signal": "LEADING",
      "cycle_stage": "MID",
      "rotation_signal": "IMPROVING",
      "drivers": ["AI capex acceleration", "Semiconductor demand recovery"],
      "alert": "",
      "confidence": 8,
      "stats": { "avg_rsi": 62.1, "sma200_breadth_pct": 78.5, "avg_perf_1m_pct": 3.2 },
      "updated_at": "2026-05-12T14:00:00+00:00"
    }
  ],
  "count": 1
}

Example — all sectors (omit sector parameter)

{
  "sectors": [
    {
      "sector": "Technology",
      "signal": "LEADING",
      "cycle_stage": "MID",
      "rotation_signal": "IMPROVING",
      "drivers": ["AI capex acceleration", "Semiconductor demand recovery"],
      "confidence": 8,
      "stats": { "avg_rsi": 62.1, "sma200_breadth_pct": 78.5, "avg_perf_1m_pct": 3.2 },
      "updated_at": "2026-05-12T14:00:00+00:00"
    },
    {
      "sector": "Healthcare",
      "signal": "STRONG",
      "cycle_stage": "MID",
      "rotation_signal": "STEADY",
      "drivers": ["Drug pricing stability", "Aging population tailwind"],
      "confidence": 7,
      "stats": { "avg_rsi": 55.4, "sma200_breadth_pct": 65.2, "avg_perf_1m_pct": 1.5 },
      "updated_at": "2026-05-12T14:00:00+00:00"
    },
    {
      "sector": "Energy",
      "signal": "WEAK",
      "cycle_stage": "LATE",
      "rotation_signal": "DETERIORATING",
      "drivers": ["Falling crude prices", "OPEC+ supply uncertainty"],
      "alert": "WTI below $60 — watch for further downside",
      "confidence": 6,
      "stats": { "avg_rsi": 42.3, "sma200_breadth_pct": 35.8, "avg_perf_1m_pct": -4.8 },
      "updated_at": "2026-05-12T14:00:00+00:00"
    }
  ],
  "count": 3
}

Claude

Setup differs by product — choose below. Claude.ai handles auth automatically via OAuth; Desktop and Code need a Bearer key from your dashboard.

Claude.ai

No key required — OAuth handles the login automatically.

In Claude.ai, go to Settings → Integrations and add a new MCP server.
Enter the server URL: https://api.stocklake.dev/mcp
You'll be redirected to the Stocklake login page — enter your email, click the magic link, and authorise.
Done. Tools are available immediately in your conversations.

Usage is tracked normally and visible on your dashboard. Access tokens expire after 1 hour and refresh automatically (refresh token: 30 days).

Claude Desktop

Add to claude_desktop_config.json (requires a free or pro key):

{
  "mcpServers": {
    "stocklake": {
      "command": "npx",
      "args": ["-y", "mcp-remote", "https://api.stocklake.dev/mcp"],
      "env": { "MCP_REMOTE_HEADER_AUTHORIZATION": "Bearer sl_your_key_here" }
    }
  }
}

Claude Code

Add via CLI (requires a free or pro key):

claude mcp add stocklake \
  --transport http \
  --url https://api.stocklake.dev/mcp \
  --header "Authorization: Bearer sl_your_key_here"

Python (fastmcp)

import asyncio
from fastmcp import Client
from fastmcp.client.transports import StreamableHttpTransport

async def main():
    transport = StreamableHttpTransport(
        url="https://api.stocklake.dev/mcp",
        headers={"Authorization": "Bearer sl_your_key_here"},
    )
    async with Client(transport) as mcp:
        rating = await mcp.call_tool("get_stock_rating", {"symbol": "NVDA"})
        news   = await mcp.call_tool("get_stock_news",   {"symbol": "NVDA", "days": 7})
        stock  = await mcp.call_tool("get_stock",        {"symbol": "NVDA"})
        print(rating.data, news.data, stock.data)

asyncio.run(main())

curl / raw HTTP

# Initialize session
curl -X POST https://api.stocklake.dev/mcp \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer sl_your_key_here" \
  -H "Accept: application/json" \
  -d '{"jsonrpc":"2.0","id":1,"method":"initialize","params":{"protocolVersion":"2025-11-25","capabilities":{},"clientInfo":{"name":"curl","version":"1.0"}}}'

# Call a tool
curl -X POST https://api.stocklake.dev/mcp \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer sl_your_key_here" \
  -H "Accept: application/json" \
  -d '{"jsonrpc":"2.0","id":2,"method":"tools/call","params":{"name":"get_stock_rating","arguments":{"symbol":"AAPL"}}}'

OAuth 2.1

Stocklake implements OAuth 2.1 with PKCE for agent and browser-based clients. The authorization server metadata is available at the standard discovery endpoint:

GET https://api.stocklake.dev/.well-known/oauth-authorization-server

Endpoint	Purpose
GET /oauth/authorize	Authorization endpoint — shows consent screen (redirects to login if no session)
POST /oauth/token	Token endpoint — exchange code for access + refresh tokens (`authorization_code` and `refresh_token` grants)
POST /oauth/register	Dynamic Client Registration (RFC 7591) — register a new OAuth client
POST /oauth/revoke	Revoke an access or refresh token

Pre-registered client: anthropic-claude is a trusted public client (PKCE-only, no secret required). Claude.ai uses this client ID automatically when you add the MCP server URL.

Token lifetimes: Access tokens expire after 1 hour. Refresh tokens expire after 30 days. All tokens are SHA-256 hashed in storage.

Scopes: mcp — access to all MCP tools permitted by your account tier.

For most users, the OAuth flow is fully automatic via Claude.ai. Direct OAuth integration (e.g. building your own client) should use the discovery document and Dynamic Client Registration.

Errors

HTTP status	Meaning
401	Missing or invalid Authorization: Bearer token
429	Daily rate limit exceeded. Resets midnight UTC.
200 + isError: true	Tool-level error (e.g. ticker not found, tier required). Check the content[0].text field.

Tiers

Feature	Guest (no key)	Free	Pro
get_stock	✓	✓	✓
get_stocks	–	✓	✓
get_stock_history	–	✓	✓
get_company_profile	–	✓	✓
search_stocks	–	✓	✓
get_earnings_calendar	–	✓	✓
get_stock_news (AI)	–	–	✓
get_stock_rating (AI)	–	–	✓
get_macro_regime (AI)	–	–	✓
get_market_outlook (AI)	–	–	✓
get_sector_intelligence (AI)	–	–	✓
get_sentiment_profile (AI)	–	–	✓
Requests / day	500	500	5000
Key expiry	—	30 days (renewable from dashboard)	None