# BeliefState MCP server

> Read cited analyst investment theses, risks, catalysts and track records for stocks, paid per call with x402 USDC.

- Listing: https://mcp.tc/i/beliefstate
- Connect: use the server's own URL `https://beliefstate.ai/v1/research/mcp` (no sign-in); clients connect to it directly. The listing link is a page, not an MCP endpoint.
- Type: remote (Streamable HTTP)
- Auth: none
- Category: [Finance & Payments](https://mcp.tc/c/finance-payments)
- Vendor: BeliefState
- Homepage: <https://beliefstate.ai/>

## About

BeliefState provides structured investor research extracted from analyst publications. Tools return investment cases (beliefs) with evidence links, risks, catalysts, price targets, author track records, change journals and cited charts, and can compare two cases or test scenario assumptions.

The hosted Streamable HTTP endpoint needs no account or API key. Two discovery tools are free. The other tools are paid per call in USDC on Base through x402, so a compatible wallet is required. The submitter lists data tools at 0.02 USDC, comparison at 0.50 and search at 1.50.

## What it can do

- Get a research brief for a ticker with current theses, risks and catalysts
- Search investment ideas by thesis or topic with cited passages
- Read author track records and publication outcomes
- Compare two investment cases for support or contradiction
- Test hypothetical assumptions against a case's scenario model
- Read cited charts and tables
- Browse free company coverage and discovery

## Tools (23)

- `get_brief`: Get a typed research brief of current beliefs, risks and catalysts. (can modify or delete data)
- `get_case`: Retrieves one complete investment case by returned belief\_id: investor, reasoning, evidence, risks, catalysts, conditions, revisions, outcomes, provenance and coverage gaps. (can modify or delete data)
- `get_cases`: Retrieves dated investment cases for one company or research subject, with optional investor, direction and time filters. (can modify or delete data)
- `get_catalysts`: Retrieves evidence-linked catalysts for one company, research subject, investment case or the explicitly selected released corpus. (can modify or delete data)
- `get_changes`: Retrieves the ordered research change journal for a company, subject, case or explicitly selected released corpus. (can modify or delete data)
- `get_companies`: Find SEC-registered U.S. (read-only)
- `get_company_facts`: Returns retained financial facts, company references, segment metrics, operating KPIs, management guidance and site milestones for one ticker. (can modify or delete data)
- `get_comparison`: Retrieves a cited engine comparison of two distinct investment cases using their returned belief\_id and compare\_to\_belief\_id. (can modify or delete data)
- `get_context_assessment`: Open a dated engine context assessment and its evidence. (can modify or delete data)
- `get_economic_calendar`: Retrieves retained US economic events in one ticker research scope. (can modify or delete data)
- `get_insider_trades`: Retrieves source-reported insider transactions for one ticker. (can modify or delete data)
- `get_institutional_holdings`: Retrieves reported institutional holdings for one ticker across supported retained 13F history. (can modify or delete data)
- `get_investor_outcomes`: Retrieves an investor's stored publication-based outcomes for one company, research subject, investment case or the explicitly selected released corpus. (can modify or delete data)
- `get_macro_context`: Retrieves retained government macroeconomic observations in one ticker research scope. (can modify or delete data)
- `get_market_returns`: Retrieves supported split-adjusted close-price returns for one ticker versus SPY. (can modify or delete data)
- `get_news`: Check recent SEC filings for one verified ticker. (read-only)
- `get_options_activity`: Retrieves retained options bars, flow aggregates and open interest for one ticker. (can modify or delete data)
- `get_risks`: Retrieves evidence-linked risks for one company, research subject, investment case or the explicitly selected released corpus. (can modify or delete data)
- `get_search_results`: Retrieves ranked published investment cases matching thesis, investment theme or trade setup, with an optional company or subject filter. (can modify or delete data)
- `get_short_activity`: Retrieves retained short-interest and short-volume history for one ticker. (can modify or delete data)
- `get_subjects`: Retrieves matching released research subjects by name or kind, including companies, industries and investment themes. (can modify or delete data)
- `get_tickers`: Free list of research coverage and companies. (read-only)
- `get_visual`: Retrieves saved research charts and tables for one investment case or context assessment. (can modify or delete data)

## Example prompts

- "Give me a BeliefState research brief on AVGO"
- "What are the open risks analysts flag for Uber?"
- "Compare these two investment cases on Axon"
- "Which companies does BeliefState cover?"

## Install

### Claude Code

1. Run this in a terminal, in your project folder:

```bash
claude mcp add --transport http beliefstate https://beliefstate.ai/v1/research/mcp
```

2. Start Claude Code and type `/mcp`. **beliefstate** should show as connected.

Add `--scope user` to make it available in every project, not just this one.

### Claude Desktop

1. Open **Customize → Connectors**, click **+ Add**, then **Add custom connector**.

2. Name it **BeliefState** and paste this URL:

```url
https://beliefstate.ai/v1/research/mcp
```

3. Click **Add**. Its tools appear in the chat’s tools menu.

Claude Desktop’s JSON config file only starts local servers. Remote servers go through Connectors, and connectors you add on claude.ai show up here too.

### claude.ai

1. Open the connector form on claude.ai. This button fills in the name and URL for you:

[Add to claude.ai](<https://claude.ai/customize/connectors?modal=add-custom-connector&connectorName=BeliefState&connectorUrl=https%3A%2F%2Fbeliefstate.ai%2Fv1%2Fresearch%2Fmcp>) (opens connector settings)

2. Check that the URL reads `https://beliefstate.ai/v1/research/mcp` and click **Add**.

3. Turn it on in a chat from the tools menu.

Free plans allow one custom connector. On Team and Enterprise plans an owner adds it under **Organization settings → Connectors**.

### ChatGPT

1. On chatgpt.com, go to **Plugins**, select **+**, then **Add custom MCP server**.

2. Enter a name for the server.

3. Under **Connection**, paste `https://beliefstate.ai/v1/research/mcp` as the server URL, then for authentication choose **No authentication**.

4. Check **I understand and want to continue**, then select **Create as a plugin**.

Whether you can add a custom MCP server depends on your ChatGPT plan and your workspace permissions (in Business workspaces, admins and owners can).

### Cursor

[Add to Cursor](<https://cursor.com/install-mcp?name=beliefstate&config=eyJ1cmwiOiJodHRwczovL2JlbGllZnN0YXRlLmFpL3YxL3Jlc2VhcmNoL21jcCJ9>) (opens Cursor)

Or add it by hand to `~/.cursor/mcp.json` (all projects) or `.cursor/mcp.json` (this project):

`mcp.json`:

```json
{
  "mcpServers": {
    "beliefstate": {
      "url": "https://beliefstate.ai/v1/research/mcp"
    }
  }
}
```

### VS Code

[Install in VS Code](<https://vscode.dev/redirect/mcp/install?name=beliefstate&config=%7B%22type%22%3A%22http%22%2C%22url%22%3A%22https%3A%2F%2Fbeliefstate.ai%2Fv1%2Fresearch%2Fmcp%22%7D>) (opens VS Code)

Or from a terminal:

```bash
code --add-mcp '{"name":"beliefstate","type":"http","url":"https://beliefstate.ai/v1/research/mcp"}'
```

Or commit it to the repo in `.vscode/mcp.json`:

`.vscode/mcp.json`:

```json
{
  "servers": {
    "beliefstate": {
      "type": "http",
      "url": "https://beliefstate.ai/v1/research/mcp"
    }
  }
}
```

### Devin Desktop

1. Add it to `~/.config/devin/mcp_config.json` (macOS and Linux) or `%APPDATA%\devin\mcp_config.json` (Windows):

`mcp_config.json`:

```json
{
  "mcpServers": {
    "beliefstate": {
      "serverUrl": "https://beliefstate.ai/v1/research/mcp"
    }
  }
}
```

2. Refresh the MCP server list in Cascade.

Devin Desktop is the new name for Windsurf. It reads `serverUrl` (or `url`) for remote servers.

### Codex

```bash
codex mcp add beliefstate --url https://beliefstate.ai/v1/research/mcp
```

Or edit `~/.codex/config.toml` directly:

`config.toml`:

```toml
[mcp_servers.beliefstate]
url = "https://beliefstate.ai/v1/research/mcp"
```

### Gemini CLI

```bash
gemini mcp add --transport http beliefstate https://beliefstate.ai/v1/research/mcp
```

This adds it to the current project. Add `-s user` to use it everywhere.

### Any client

Most clients accept this shape. Some name the URL field differently: `serverUrl` in Devin Desktop, `httpUrl` in Gemini CLI’s settings file.

```json
{
  "mcpServers": {
    "beliefstate": {
      "type": "http",
      "url": "https://beliefstate.ai/v1/research/mcp"
    }
  }
}
```

Zed puts servers under `context_servers` in its settings. Cline needs `"type": "streamableHttp"`, or it assumes SSE.

Client only starts local servers? Bridge it with `npx -y mcp-remote https://beliefstate.ai/v1/research/mcp`.

## Recent changes

- 2026-11-14 23:55 UTC: 1 tool changed. Source: automatic check. Changed: get\_company\_facts.
- 2026-11-14 20:50 UTC: 1 tool changed. Source: automatic check. Changed: get\_brief.
- 2026-11-13 23:54 UTC: 2 tools changed. Source: automatic check. Changed: get\_companies, get\_tickers.
- 2026-11-13 05:52 UTC: 12 tools changed. Source: automatic check. Changed: get\_brief, get\_case, get\_cases, get\_company\_facts, get\_economic\_calendar, get\_insider\_trades, get\_institutional\_holdings, get\_macro\_context, get\_market\_returns, get\_options\_activity, get\_short\_activity, get\_visual.
- 2026-11-13 02:49 UTC: 1 tool changed. Source: automatic check. Changed: get\_brief.

More on the History tab, with descriptions before and after for the newest entries: https://mcp.tc/i/beliefstate#history (Atom feed: https://mcp.tc/i/beliefstate/history.xml). It records what mcp.tc's anonymous checks saw, every 3 hours where the tool list can be read without sign-in; it is not a security review.

## Details

- Server version: 1.0.0
- MCP protocol version: 2026-07-28
- Last checked: 2026-11-14 (reachable)
- Listed: 2026-10-27
- Updated: 2026-11-14

---
Source: https://mcp.tc/i/beliefstate (mcp.tc is an independent directory, not affiliated with this server's publisher). Corrections: https://mcp.tc/report
