Connect your AI

Connect OpenClaw to SEC filing data

Ask about any US public company and get the real numbers back — revenue, margins, segments, a decade of history. Your assistant stops hallucinating figures and answers from live, verified data, grounded in what each company actually reported. So you can dig into a business, size it up against peers, and chase any question as far as the filings go — with every number traceable to where it came from.

OpenClaw supports the Model Context Protocol (MCP), which lets it connect directly to OpenCapital. When you ask about a company's filings, fundamentals, segments, or peers, OpenClaw can use live, sourced data from OpenCapitalin its answer. Here's how to set it up in a few minutes.

Let OpenClaw set it up

Copy this prompt into OpenClaw. It will run the commands, pause when it needs browser approval, and continue after you return.

Set up OpenCapital for this OpenClaw installation. Run `openclaw mcp add opencapital --url https://api.opencapital.sh/mcp --transport streamable-http --auth oauth`, then run `openclaw mcp login opencapital` and keep the login command running. When it prints an authorization URL, give me that URL and wait while I approve access. If it asks for the returned code, ask me for it and finish the login with `openclaw mcp login opencapital --code <code>`. Continue only after authorization finishes. Then run `openclaw mcp doctor opencapital --probe`. If the probe succeeds, tell me OpenCapital is connected and ask which public company I want to research. If any command fails, stop and show me the exact error.

The full walkthrough below lets you run each command yourself.

How to connect

Add the OpenCapital MCP server

Run this command to add OpenCapital as a remote MCP server.

$ openclaw mcp add opencapital --url https://api.opencapital.sh/mcp --transport streamable-http --auth oauth

Authorize with OpenCapital

Open the authorization link, sign in to OpenCapital, and approve access. If OpenClaw asks for the returned code, run the command again with --code followed by that code.

$ openclaw mcp login opencapital

Verify the connection

Run a connection check and confirm OpenClaw can see the OpenCapital tools.

$ openclaw mcp doctor opencapital --probe

Now just ask.

Ask about fundamentals, filings, segments, or peer comparisons and OpenClaw will call OpenCapital when it needs sourced data.

OpenClaw calls OpenCapital automatically — no special prefix needed.

Try asking

Available in later OpenClaw runs

You can keep using the same connection in later OpenClaw runs without repeating setup.

Read-only by design

Exposes read-only research data from public SEC filings. OpenClaw cannot place trades or change any account.

Troubleshooting

My AI doesn't see OpenCapital's tools

Make sure the connector is added, enabled, and signed in. Still nothing? Ask it to “use the OpenCapitalMCP server” — in ChatGPT, start the message with @OpenCapital.

The sign-in window didn't open

Authorization opens in your browser — allow pop-ups and retry. In Claude Code run /mcp → Authenticate; in the Codex CLI, run codex mcp login opencapital.

It says “needs login” or stopped working

Tokens can expire — re-authorize from your client's connector settings, or remove and re-add the OpenCapital server.

Connection failed or the server is unreachable

Confirm the URL is exactly https://api.opencapital.sh/mcp, the transport is Streamable HTTP (not stdio), and your client is up to date.

Still stuck?

Email support@opencapital.sh and we'll help you get connected.

Disclosures

Informational only — not investment advice

OpenCapital provides financial data and research, not recommendations. Nothing here is an offer or personalized investment, legal, or tax advice — do your own research.

Data sources and accuracy

Derived automatically from public SEC filings and other sources; it may contain errors or delays and is provided “as is.” Verify against primary sources — see our methodology.

Read-only access

The OpenCapital MCP server is read-only — it cannot place trades, move money, or modify any account.

Third-party AI clients

Your prompts and the data returned are processed by your AI client (Claude, Hermes, OpenClaw, ChatGPT, Codex, Cursor) under its own terms. AI can be wrong — verify before acting.

Authorization

Connecting grants read access via OAuth; revoke it anytime from your client's settings. Use is governed by our Terms and Privacy Policy.