ETFIQ MCP server

Which servers in the official MCP registry are ETFIQ's own, whether they answer, and what they offer. A program checked each of these, nobody copied them from a product page.

read 2026-10-18

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Whose server it is

Registry namecom.etfiq/etfiqverified in the MCP registry

The registry name sits under etfiq.com. The registry only lets a publisher use that namespace after proving control of the domain through DNS or HTTP.

When we asked itchecked 2026-10-18

Stateanswerschecked 2026-10-18
Tools17
Server calls itselfetfiq
Server version0.2.0
Protocol version2025-06-18

On 2026-10-18 the server answered initialize and tools/list without a sign-in. First answer in 66 ms.

Measured dailydaily checks: 2, the first on 2026-10-19

Answeredmeasuring2 of the 7 daily checks it takes to print a share
Median first answer428 ms
Space in an agent's context≈ 5,141 tokensthe definitions of all its tools (20), which an agent carries on every turn
Tool definitionsB · 88 of 100

Parameters without a description: in 15 of 20

Worth a look

None of the five warning signs in these definitions.

A program checks the server once a day: initialize and tools/list, no model. Tokens are the definitions' length at about four characters a token. The grade averages six checks of every tool's name, description, schema and annotations; it says how well the tools are described, not whether they work. The state of vendors' MCP servers: method and numbers →

Tools it offers17 tools · read 2026-10-18

etf_search
Find US listed ETFs by ticker, fund name, or a word from the name. Use this FIRST when the user names a fund loosely, then etf_profile with the ticker it returns. Refuses rather than returning a near match: a refusal says why, and for a…
etf_profile
Everything ETFIQ publishes about one fund: issuer, category, and each figure with its source and as-of date, plus a one sentence verdict on how it did against what its own label promises.
etf_holdings
What a fund holds, by weight, and how old that is. ALWAYS read lag_days before presenting it: an issuer file read today and a filing from two months ago both come back here and are not the same answer.
etf_theme
Every US listed fund in a theme, largest first, with what each charges and how much of it is already in the S&P 500. USE THIS for any "what X ETFs are there" or "top X ETFs" question: it returns the whole published set rather than a sample.
etf_themes
Every theme ETFIQ publishes and how many funds each holds. Call when unsure what a theme is called, then etf_theme.
etfiq_page
Read ANY published ETFIQ page as text: a theme hub, a ranking, a comparison of two funds, an issuer, a methodology note, a dated study. Takes a path like /themes/cyber or a full etfiq.com URL. This reaches all 40,000 pages, including…
etfiq_sections
What ETFIQ publishes, section by section, with a page count for each. Start here when the question is not about one fund: it names every section and what is in it.
etfiq_list
The pages inside one section, optionally filtered to those whose address contains a word. Use after etfiq_sections to find a page, then etfiq_page to read it. The count returned is the whole matching set even when the list is capped.
etf_screen
Every fund matching some filters, largest first, each with its net assets and the source and date that figure came from. Use for "find me all X" questions rather than repeated searches. Fees are percentages, not basis points. Funds with…
etf_overlap
How much of their weight two funds hold in common, as ETFIQ published it on the comparison page for that pair. Use when asked whether two ETFs are the same thing, or whether owning both adds anything. Refuses rather than estimating when…
etfiq_as_of
What ETFIQ published on a given date, from its frozen dated archive. Use when a question is about a past date, or when a figure needs to stay true after it is quoted: every other tool here answers about today and today moves overnight…
etf_holders
Which US listed ETFs hold a given company, ranked by how much of each fund it is. USE THIS for any "which ETFs hold X", "which fund holds the most X", or "how do I get exposure to X" question, where X is a company rather than a fund, and…
etf_rankings
The ranked lists ETFIQ publishes, or one of them. Each ranks ONE published figure inside a stated set: the cheapest funds in a theme, the leveraged funds furthest from their stated multiple, the buffer funds closest to their cap. Call…
list_benchmarks
The ETFIQ benchmarks: published, rules-based yardsticks for model portfolios, each a written rule over broad, low-cost ETFs, grouped in families (strategic, tax-aware, factor, income, tactical, thematic) by stock share. Filter by family…
get_benchmark
One ETFIQ benchmark in full: its rule as the methodology states it, the funds and weights in force (with SEC series ids and each fund's expense ratio and its date), and every statistic ETFIQ computes for it by window (total return, return…
compare_to_benchmark
Sets an allocation ETF, or a portfolio build_portfolio builds, beside an ETFIQ benchmark. With ticker (such as AOR): how the fund did against the benchmark for its band (set by its look-through stock share), over the same dates, as ETFIQ…
build_portfolio
Builds a custom portfolio of US listed ETFs from construction choices about the PORTFOLIO, and shows the rule it applied. TWO FORMS. Weights (ETFIQ custom construction rule, version 2): pass weights, the user's own percent for each asset…

How to connect

Add the server to your MCP client config. Claude Desktop, Cursor and most other clients read this shape:

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

Each line is something a program found when it went looking: the registry entry, the server's own answer, a spec that parses. A missing line means we did not find it, not that it does not exist.