CC Equity Research
Turn Claude Code into an equity-research agent: 24 analysis skills (Anthropic's open-source bundle + community), a single data MCP, and a personalization layer for investors at any level.
What is CC Equity Research?
CC Equity Research is a Model Context Protocol (MCP) server that allows AI assistants like Claude, Cursor, and VS Code to turn claude code into an equity-research agent: 24 analysis skills (anthropic's open-source bundle + community), a single data mcp, and a personalization layer for investors at any level.
Turn Claude Code into an equity-research agent: 24 analysis skills (Anthropic's open-source bundle + community), a single data MCP, and a personalization layer for investors at any level.
This server falls under the Finance & Fintech category on MCPgee, the world's largest MCP server directory with 33,000+ servers.
Features
- Turn Claude Code into an equity-research agent: 24 analysis
Use Cases
Maintainer
Works with
Installation
Manual Installation
npx cc-equity-researchConfiguration
Configuration Details
claude_desktop_config.json
Performance
Response Metrics
Resource Usage
How to Set Up and Use CC Equity Research
CC Equity Research transforms Claude Code into a full equity-research agent by combining 24 curated analysis slash commands with the drillr MCP data backend, which provides real-time access to financial statements, SEC filings, earnings-call transcripts, and alternative datasets. It is designed for investors at any level — from learning to institutional — with a personalization layer that adjusts communication style, analysis depth, and sector focus. Coverage spans US equities, Japanese equities, and ADRs with a free usage quota available for individual users.
Prerequisites
- Claude Code CLI installed (run 'npm install -g @anthropic-ai/claude-code' if not already installed)
- Git to clone the repository
- A free or paid drillr account for data access (authenticated via the /mcp command inside Claude Code)
- Node.js runtime for Claude Code
Clone the repository
Clone the cc-equity-research repository — it contains the slash commands, workflow configuration, and the .mcp.json file that wires up the drillr data backend automatically.
git clone https://github.com/prof-little-bear/cc-equity-research.git
cd cc-equity-researchLaunch Claude Code
Start Claude Code from inside the cloned directory. It will detect the .mcp.json file and automatically register the drillr MCP server.
claudeAuthenticate the drillr MCP
Inside Claude Code, run the /mcp command to verify the drillr server connection and complete authentication. Follow the prompts to link your drillr account or create a free one.
/mcpPersonalize your research style
Edit .claude/style.md to match your experience level and preferred communication style. Set experience (experienced/intermediate/learning), depth (quick/balanced/deep), tone (professional/institutional/conversational/educational), and optionally a sector focus.
Run your first analysis
Use one of the four main slash commands or type a plain-language request. The system routes natural-language queries automatically through intent mapping.
/analyze AAPL
# or plain language:
# "Run forensic accounting analysis on Nike (NKE)"CC Equity Research Examples
Client configuration
The repository's .mcp.json wires up the drillr server automatically when Claude Code is launched from the project directory. No manual config file edits are needed — just clone and run 'claude'.
{
"mcpServers": {
"drillr": {
"command": "npx",
"args": ["cc-equity-research"]
}
}
}Prompts to try
Example prompts and slash commands available after setup.
- "/discover themes in AI infrastructure supply chains"
- "/analyze MSFT" (full single-company research including earnings forensics)
- "/monitor — track my portfolio positions and flag thesis breaches"
- "/macro rates" (economic research on interest-rate dynamics)
- "Run forensics on NKE and flag any red flags in their accounts receivable trends"
- "Compare the competitive positioning of AMZN and WMT in grocery"Troubleshooting CC Equity Research
drillr MCP server shows as disconnected in /mcp
Ensure you launched Claude Code from inside the cloned cc-equity-research directory, not from a parent folder. The .mcp.json file must be in the working directory for auto-registration to work.
Slash commands like /analyze are not recognized
The slash commands are defined in the repository's .claude/ folder. If Claude Code does not find them, confirm you are in the project root and that the .claude directory was cloned correctly (it is not hidden by default on most systems).
Data quota exceeded error from drillr
Free-tier drillr accounts have a monthly request quota. Log in to your drillr account to check usage or upgrade to a paid plan for higher limits.
Frequently Asked Questions about CC Equity Research
What is CC Equity Research?
CC Equity Research is a Model Context Protocol (MCP) server that turn claude code into an equity-research agent: 24 analysis skills (anthropic's open-source bundle + community), a single data mcp, and a personalization layer for investors at any level. It connects AI assistants to external tools and data sources through a standardized interface.
How do I install CC Equity Research?
Follow the installation instructions on the CC Equity Research GitHub repository. Clone the repo, install dependencies, and add the server config to your AI client.
Which AI clients work with CC Equity Research?
CC Equity Research works with all major MCP-compatible AI clients including Claude Desktop, Claude Code, Cursor, VS Code (GitHub Copilot), Windsurf, and Cline.
Is CC Equity Research free to use?
Yes, CC Equity Research is open source and available under the Apache-2.0 license. You can use it freely in both personal and commercial projects.
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Set Up CC Equity Research in Your Editor
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Quick Config Preview
Add this to your claude_desktop_config.json or .cursor/mcp.json
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