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Connecting to the MCP Server

The Intrinio Model Context Protocol (MCP) Server allows AI assistants and developer tools such as ChatGPT, Claude, Cursor, GitHub Copilot, Windsurf, and other MCP-compatible clients to securely access your Intrinio account and financial data through natural language.

Unlike the Intrinio REST API, the MCP Server uses OAuth 2.0 authentication and is aware of your account's subscription and data entitlements. This enables it to recommend the correct datasets, endpoints, and tools based on the data you already have access to.

Before You Begin

You'll need:

  • An active Intrinio account
  • An active subscription or trial
  • An MCP-compatible client or development environment
  • Internet access to complete the OAuth authentication flow

If you don't already have an account, you can start a free trial by visiting:

https://intrinio.com/pricing

Why Use the MCP Server?

The MCP Server helps you build applications faster by allowing your AI coding assistant to:

  • Discover the financial datasets available in your account
  • Recommend the appropriate API endpoints for your use case
  • Generate API calls and implementation examples
  • Reduce implementation errors by understanding your account's permissions
  • Answer questions about Intrinio's APIs using natural language

Because the MCP Server knows your account entitlements, it can avoid recommending datasets or endpoints that aren't included with your subscription.

Authentication

The MCP Server uses OAuth 2.0 authentication.

Important: Do not use your Intrinio API key as a bearer token.

For example, the following will not work:

Authorization: Bearer YOUR_INTRINIO_API_KEY

Doing so will return a 401 Unauthorized response.

Instead:

  1. Complete the OAuth 2.0 authentication flow.
  2. Obtain an OAuth access token.
  3. Connect to the MCP Server using:
Authorization: Bearer <oauth_access_token>

If you're using an official MCP SDK (such as the Python or JavaScript SDK), use its built-in OAuth support rather than manually implementing the authentication flow.

Connecting from an MCP Client

Most MCP-compatible applications provide an option to add a remote MCP server.

When configuring your client:

  1. Add the Intrinio MCP Server.
  2. Sign in when prompted.
  3. Complete the OAuth authorization flow.
  4. Approve access to your Intrinio account.
  5. Begin interacting with your financial data using natural language.

Once connected, your AI assistant can immediately begin helping you explore your available datasets and generate working code.

What Can the MCP Server Do?

After connecting, you can ask questions such as:

  • "What financial datasets do I have access to?"
  • "Show me the endpoint for historical stock prices."
  • "How do I retrieve Apple's latest income statement?"
  • "Generate Python code for downloading options chains."
  • "Which endpoint returns ETF holdings?"
  • "Help me screen companies by market capitalization."

The MCP Server understands both your request and your account permissions, making it an excellent companion for AI-assisted development.

Finding API Endpoints

There are two easy ways to discover the correct API endpoints.

Option 1: Use the MCP Server

Simply describe what you're trying to accomplish in natural language. The MCP Server will recommend the appropriate datasets and API endpoints based on your subscription.

Option 2: Browse the API Documentation

From your Intrinio Account page:

  1. Navigate to Subscription or Access.
  2. Select one of your included data feeds.
  3. Click View API Documentation.
  4. The API documentation will automatically filter to endpoints related to that dataset.
  5. Use the My Endpoints toggle to view only the endpoints included with your subscription, or switch to All Endpoints to browse the complete API catalog.

Need Additional Data?

If the MCP Server recommends a dataset that isn't included with your current subscription, you can request access by submitting a Request a Consultation (RAC) form to discuss additional data options with our Enterprise team.

Learn More

The OpenAPI specification is the recommended reference for endpoint names, parameters, request formats, and response schemas, while the MCP Server provides an AI-friendly interface for discovering and using those APIs.