ETFIQ MCP¶

Remote MCP server (Streamable HTTP, no API key) - independent data on US-listed ETFs and benchmarks for model portfolios, recomputed nightly from public filings and prices. Every figure comes with its source and as-of date and a ready citation string, and the tools refuse rather than return a near match.

Server type: Remote (Streamable HTTP)
Auth: None (keyless, read-only)
Endpoint: https://mcp.etfiq.com
Tools: 14 read-only tools
Pricing: Free, no key
Built by: ETFIQ
Registry: via mcp.etfiq.com

Why This Matters for Operators¶

Fund data usually comes from provider websites, stale factsheets, or an AI model doing mental maths from a training set. ETFIQ takes the opposite approach: the numbers are recomputed nightly from public filings and prices, and every answer ships with the source, the as-of date, and a citation string the model is instructed to show.

The refusal behavior is the sharpest design choice. A fund tool that cannot find a fund says so instead of returning the closest match, and build_portfolio says which construction choice to change rather than guessing. For anything an operator repeats to a client or an investment committee, "no near matches" is the difference between a citation and a correction.

The server is keyless and read-only: no account, no API key, no writes. build_portfolio takes choices about the portfolio only, never about the person, and its answers carry a not-advice line to show with them.

Tools & Capabilities¶

Area	What the agent can do
Fund lookup	Find US-listed ETFs by ticker, fund name or a word from the name; refuses rather than approximating
Fund profile	Issuer, desk, each figure with source and as-of date, plus a verdict against what the fund's own label promises
Holdings	What a fund holds by weight, with `lag_days` so an issuer-file read is never confused with a two-month-old filing
Themes	Every fund in a theme, largest first, with fees and S&P 500 overlap; the full published set, not a sample
Screening	Funds matching filters, largest first, each with net assets and the source and date of the figure
Page reader	Read any published ETFIQ page as text - themes, rankings, comparisons, methodology notes, dated studies - across 40,000 pages
Portfolio builder	Assemble a model portfolio from construction choices, with a not-advice line on every answer

Installation¶

claude mcp add etfiq --transport http https://mcp.etfiq.com

No sign-in and no key. Point any Streamable HTTP client at https://mcp.etfiq.com and the tools appear.

Configuration¶

{
  "mcpServers": {
    "etfiq": {
      "url": "https://mcp.etfiq.com"
    }
  }
}

Business Relevance¶

Advisors and model-portfolio builders check fees, holdings and label-promise verdicts with citations instead of factsheet archaeology.
Founders and operators running a treasury or comp plan against ETFs can read a fund's holdings and fee stack in the conversation.
Analysts use the 40,000-page reader to pull methodology notes and dated studies without leaving the chat.
Anyone gets a citable answer with an as-of date - the format compliance-minded readers ask for.

Integration with CorpusIQ¶

CorpusIQ's read-only connectors cover the operator's own numbers - QuickBooks, Stripe, Shopify, GA4 and the rest of the stack. ETFIQ covers the market side for questions that touch funds: what a fund charges, what it holds, and how it has done against its own label. Together an operator can ask one question and get both halves - the business's numbers and the market's, each with its source visible.

Limitations¶

US-listed funds only; no UCITS or non-US listings.
Read-only research surface; it does not place, route or clear orders.
Not advice: build_portfolio answers carry a not-advice line and never take personal input.
New listing: no track record in this catalog yet.

FAQ¶

Do I need an API key?¶

No. The endpoint is keyless, read-only, and free to connect. Add the URL and start asking.

What does a refusal mean?¶

It means ETFIQ does not publish that fund, or that a portfolio construction choice conflicts. The refusal text says which. It never substitutes a near match.

Where do the numbers come from?¶

Public filings and prices, recomputed nightly. Every figure carries its source and as-of date, and every answer a citation string.