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InsightSentry

Insight Tool

1. Overview

@insightsentry/mcp connects MCP-compatible AI clients to the InsightSentry API. It lets an assistant search symbols, query market data, screen instruments, inspect options, read documentation resources, render charts, and download history files.

The npm package also includes the insight terminal CLI. Use MCP for AI client workflows and use the CLI when you want direct shell commands or scripts.

ModeUse it for
MCP serverAI assistants that need live market data or built-in InsightSentry docs.
insight CLITerminal lookups, scripts, file downloads, and JSON filtering.

2. Setup

Prerequisites

Install Node.js 18 or newer and get your API key from the Dashboard.


Claude Code

Claude Code can add the npm package directly from the terminal:

BASH
claude mcp add insightsentry \
  --env INSIGHTSENTRY_API_KEY=your-api-key \
  -- npx -y @insightsentry/mcp

This writes the same stdio server configuration for you.


Codex CLI

Codex can add the npm package as a local stdio MCP server:

BASH
codex mcp add insightsentry \
  --env INSIGHTSENTRY_API_KEY=your-api-key \
  -- npx -y @insightsentry/mcp

Run codex mcp list to verify the server was saved.


opencode

Use the opencode MCP wizard and choose a local server:

BASH
opencode mcp add

# Use these values when prompted:
# Name: insightsentry
# Type: local
# Command: npx -y @insightsentry/mcp
# Environment: INSIGHTSENTRY_API_KEY=your-api-key

Run opencode mcp list to confirm the server is configured.


OpenClaw

Use OpenClaw's MCP config command to save the npm stdio server:

BASH
openclaw mcp set insightsentry '{"command":"npx","args":["-y","@insightsentry/mcp"],"env":{"INSIGHTSENTRY_API_KEY":"your-api-key"}}'

Run openclaw mcp list to confirm the saved entry.


Other MCP Clients

Any MCP-compatible client can also start the npm package through stdio. Configure the client to run:

BASH
INSIGHTSENTRY_API_KEY=your-api-key npx -y @insightsentry/mcp

3. Verify

After the client restarts, ask it to use the InsightSentry server for a small request:

"Use InsightSentry to find the symbol for Apple and get the latest quote."

If the assistant does not know the exact InsightSentry symbol code, ask it to call search_symbols first. InsightSentry uses codes such as NASDAQ:AAPL, which can differ from ticker formats on other platforms.

MCP clients choose when to call tools. Clear prompts work best when they name the desired data and whether the assistant should search for the symbol first.

4. Optional CLI

Install globally if you want the insight, insight-mcp, and mcp commands available in your shell.

BASH
npm install -g @insightsentry/mcp

Authentication

The CLI can use INSIGHTSENTRY_API_KEY or a saved key from insight login. Environment variables take priority.

BASH
# Save a key for CLI use
insight login

# Or use a key only for the current shell
export INSIGHTSENTRY_API_KEY="your-api-key"

# Remove the saved key
insight logout

Common Commands

BASH
# See available commands
insight --help

# Get help for a specific tool
insight <tool> --help

# Query quotes
insight get_quotes --codes "NASDAQ:AAPL,NASDAQ:MSFT"

# Download historical bars
insight download_history --symbol "NASDAQ:AAPL" --bar_type day \
  --from 2024-01-01 --to 2024-06-30 --output_dir ./history

Most API tools also support --filter <jsonata> to transform JSON output before printing it.

5. Tool Coverage

The MCP server exposes the same core market-data workflows as the CLI. Use insight --helpor your MCP client's tool list for exact argument schemas.

Market data

ToolPurpose
search_symbolsFind InsightSentry symbol codes by name or ticker.
get_quotesGet real-time quotes for up to 10 symbols.
get_symbol_seriesGet recent OHLCV bars, with optional real-time data.
get_symbol_historyFetch deeper historical OHLCV ranges.
get_symbol_infoRead symbol metadata, market data, splits, and option info.
get_symbol_sessionInspect trading sessions and market hours.
get_symbol_contractsList futures contracts and settlement dates.
get_symbol_fundamentalsGet company valuation, income, and balance-sheet data.
get_fundamentals_seriesFetch historical fundamental indicators.
get_fundamentals_metaDiscover available fundamental and technical indicators.

Screeners

ToolPurpose
screen_stocksFilter stocks with custom fields, exchanges, and sort order.
screen_etfsFilter ETFs with custom fields, exchanges, and sort order.
screen_bondsFilter bonds with custom fields, countries, and sort order.
screen_cryptoFilter crypto assets with custom fields and sort order.
get_*_screener_paramsDiscover valid fields and filters for each screener.

Options

ToolPurpose
get_options_contractsDiscover available option contract codes and metadata.
get_options_snapshotGet latest option bars, quotes, and trades in one response.
get_options_quotesGet option quote rows with bid/ask, Greeks, and implied volatility.

Calendars, news, and documents

ToolPurpose
get_dividendsRead dividend calendar data.
get_earningsRead earnings calendar data.
get_iposRead IPO calendar data.
get_eventsRead economic event calendar data.
get_newsfeedSearch financial news.
get_documentsList SEC filings and transcripts for a symbol.
get_documentRead a specific document.

Files and charts

ToolPurpose
download_historyDownload date ranges as local CSV or JSON files.
render_chartRender Chart.js configurations as PNG images.

6. Docs Resources

The server includes documentation resources that MCP clients can read while helping you build against the REST API and WebSocket feeds.

ResourceContent
insightsentry://docsDocumentation index with API guides and references.
insightsentry://docs/parametersCommon parameters for adjustments, sessions, and bars.
insightsentry://docs/wsWebSocket connection, subscriptions, and data formats.
insightsentry://docs/mcpCLI and MCP setup for AI assistants.
insightsentry://docs/screenerScreener fields, filters, and discovery patterns.
insightsentry://docs/optionsOption chains, Greeks, and option code format.
insightsentry://docs/organizationOrganization API members, plans, and credits.
insightsentry://docs/archiveHistorical data endpoints, bar types, and archive ranges.
insightsentry://docs/futures-historyFutures contract month handling and history downloads.
insightsentry://docs/scalabilityScaling approaches with custom plans and data packages.
insightsentry://docs/enterpriseEnterprise WebSocket and Pub/Sub data packages.

7. Examples

Useful prompts are specific about the symbol, data type, and output.

  • "Find the correct InsightSentry symbol for Apple, then get the latest quote and company fundamentals."
  • "Screen US stocks with market cap above $100B, sorted by volume."
  • "Show the options chain for AAPL expiring next month."
  • "Help me build a Python WebSocket client that streams real-time quotes."
  • "Download AAPL minute bars from January through June 2024 as a merged CSV."