金融行情上下文MCP服务

PreReason 为 AI 智能体提供预先分析好的金融行情上下文,一次调用即可返回覆盖宏观、利率、债券、外汇、大宗商品、公司与比特币的带日期和来源的市场简报,适用于 AI 助手回答收益率、美联储决议、比特币走势等金融问题。

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在 GitHub 查看 PreReason/mcp

使用说明

@prereason/mcp

Prereason first. Then answer.

Financial market context for AI agents, with listed companies' results: www.prereason.com/agents.md

Docs · Briefings · Company briefings · Pricing · Get a key

Ask your AI where Treasury yields are. On its own, it reaches for a search result or a raw series and works out the rest by itself. When it prereasons, one get_context call brings back the context already worked out: the 30 year yield at 5.67% on 2026-10-07, the highest reading on the US Treasury's daily par yield curve since July 2001.

Why prereason?

  • The analysis, and the data behind it. Each briefing arrives with the reading done: the trend over several windows, where a value sits in its own history, a company's rank among its peers and, where read, its own guidance.
  • Every figure dated, every source named. Your agent can say when a number is from and where it came from.
  • One call, a whole briefing. A briefing gathers the series a question needs, so the turns go to the answer rather than to lookups.
  • The markets in one place, among them rates and Treasuries, the Fed, FX, commodities, macro, listed companies across several markets, and Bitcoin.
  • It describes; it never advises. Briefings say what the data shows. They never say what to buy, sell or hold.
  • Quick to set up. One block of config for Claude, Cursor, Codex or VS Code, through the npm bridge or the remote server. The catalogue tools need no key; for the rest, the bridge gives you one link to approve in your browser and the key arrives in the running session; the remote server takes your API key as a header.

What it covers

PreReason gives an AI agent market context it can reason with. Ask what a listed company reported, where Treasury yields stand or what the Federal Reserve decided, and one call returns a briefing reasoned in advance: the figures with their dates and sources, a one line reading, trend direction over several windows, confidence scores, percentile ranks and correlations, and in the deeper briefings a regime label and a plain language narrative. Briefings span asset classes and regions, among them listed companies built from each company's own reports and filings, macro and the economic calendar, interest rates and Treasury yields, bonds, currencies, commodities and energy, and Bitcoin. The set grows as markets and asset classes are added; list_briefings and list_metrics always return the current one. Each briefing carries the figures behind its readings, every figure is dated, and every briefing names its sources. It is served over MCP (a remote server and an npm bridge) and over REST, as Markdown or JSON. An AI agent starts at https://www.prereason.com/agents.md, which says how to connect, which briefings it can read and how to answer from them.

Quick Start

Option 1: Claude Desktop, no key needed

Requires Node.js 18+, and nothing else: the bridge has no dependencies.

Add this to claude_desktop_config.json and restart Claude Desktop:

{
  "mcpServers": {
    "prereason": {
      "command": "npx",
      "args": ["-y", "@prereason/mcp"],
      "env": { "PREREASON_CLIENT": "claude-desktop" }
    }
  }
}

The catalogue tools work at once. To connect your account, tell Claude "connect me to PreReason", or ask for any briefing: either way Claude shows one link, https://www.prereason.com/claim/PR-XXXX-XXXX. Open it, sign in or create an account, click Approve. The key arrives in the bridge on its own, is saved to ~/.prereason/credentials.json, and is never shown; ask Claude whether PreReason is connected and it names your plan. Nothing is created in your account until you click Approve, and the link is asked for when you need it, so it never runs out while Claude sits open. If your account already holds as many API keys as it allows, the answer says so instead of looping: revoke a key under Settings on prereason.com, then ask to connect again, or set PREREASON_API_KEY to a key you already have.

Config file location:

  • macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
  • Windows: %APPDATA%\Claude\claude_desktop_config.json
  • Linux: ~/.config/Claude/claude_desktop_config.json

Already have a key? Add it to the env block as "PREREASON_API_KEY": "pr_live_..." and the bridge never asks.

Option 2: Direct HTTP with an API key (Claude Code, Cursor, Windsurf, Codex, Gemini CLI, VS Code, scripts)

Clients that hold their own config can call the endpoint directly, with the key as a header:

# Claude Code
claude mcp add --transport http prereason https://api.prereason.com/api/mcp --header "Authorization: Bearer YOUR_API_KEY"
{
  "mcpServers": {
    "prereason": {
      "type": "http",
      "url": "https://api.prereason.com/api/mcp",
      "headers": { "Authorization": "Bearer YOUR_API_KEY" }
    }
  }
}

Windsurf uses serverUrl instead of url; Gemini CLI uses httpUrl; Codex uses url plus bearer_token_env_var in config.toml. No key yet? Point the client at the endpoint without a header to browse the catalogue, then create a key on the website (below) and add the header.

Option 3: Claude.ai and Claude Desktop custom connector

  1. In Claude, open Customize, then Connectors, then "+ Add", then Add custom connector.
  2. Name it PreReason and give the address https://api.prereason.com/api/mcp.
  3. Choose Sign in now, even where Claude marks No sign-in as Detected.
  4. Click Add, then Allow on the PreReason screen. No account yet? Make one there.
  5. Then, in a new chat, ask: "What are rates, liquidity and the dollar doing today?"

Claude's Free plan allows one custom connector at a time. On a Claude Team or Enterprise plan, an owner adds connectors for the organization, then each person clicks Connect.

Get an API Key

Three ways. The hosted server never hands out a key inside a session and never asks for one.

Through this bridge. Run it with no key set: when you ask your assistant to connect PreReason, or an answer needs a key, it asks PreReason for access on your behalf and shows one approve_url, in its log and in the answer. Open it, sign in or create your account, click Approve, and the bridge saves the key, attached to your account and named Agent: <client_name>.

From code, for an agent with no browser. POST https://api.prereason.com/api/agent/claims (no auth), show the human the approve_url, then poll GET https://api.prereason.com/api/agent/claims/{claim_code} with Authorization: Bearer <claim_token> until status is approved. Docs: prereason.com/docs#agent-access.

On the website. Sign up at prereason.com/signup, then Dashboard > Settings > API Keys. Keys start with pr_live_.

MCP Tools

Tool Auth Description
list_briefings Open List all pre-reasoned market briefings with tier requirements; with search, only those that match a question, and the covered companies it names, each with the entity to pass
list_metrics Open List every available metric across the bitcoin, macro, calculated and eth categories
get_health Open API health check, version, account tier
get_context Required Fetch a pre-reasoned market briefing (markdown or JSON); for a company briefing, entity names the company and block reads one of its parts (see Company Briefings)
get_metric Required Fetch a single metric with trend/signal/percentile
get_changes Required (Basic and above) What changed since your last call: change events after a cursor, no values
get_news Required Dated records of what companies filed and what federal agencies and the Federal Reserve published, newest first, each with its source, its date or time and a link; it states records, not reasons

The npm bridge and the Claude Desktop extension add one tool of their own, connect_account, which the bridge answers itself and the remote server does not offer: with no key yet it returns the one link to approve, and once approved it says the account is connected and on which plan. It never shows a key and never asks for one.

Market Briefings

Briefing Description
macro.snapshot Fed balance, M2, treasury yields, dollar strength, net liquidity
macro.liquidity Liquidity indicators with momentum analysis
macro.auctions Treasury auction demand: who bought at the latest auction of each note and bond maturity, against that maturity's own prior 12 auctions, with the auctions announced and scheduled next
macro.calendar The scheduled dates ahead of the main US releases, the FOMC and ECB decisions, the FOMC minutes and the Treasury coupon auctions ahead (the week's, or the next one), each from its publisher's own calendar, with the latest US jobs report, CPI and weekly jobless claims as published and what each release revised
macro.rates Treasury par yield curve at every maturity, 1M to 30Y, breakeven inflation, 5y5y forward, Germany 10Y
bonds.context Who holds US Treasuries, in short: foreign investors' net purchases (Treasury's TIC), primary dealers' 13 week change in positions (the New York Fed) and speculators' 10 year note futures position (the CFTC), each against its own history, with the 10 year yield and three bond funds
bonds.full Who holds US Treasuries: foreign investors, primary dealers and speculators, each against its own history, with the Fed's own Treasury holdings, debt held by the public, the largest foreign holders, what would change each reading and the next reports
fx.liquidity EUR/USD, USD/CNY and dollar strength, with net liquidity and Bitcoin correlations
commodities.gold The gold fund (GLD) and gold's own monthly price from the World Bank, with the 10 year real rate, the dollar fund, the CFTC's COMEX gold positioning and the miners' fund, each with its measured relationship to GLD
commodities.silver The silver fund (SLV) and silver's own monthly price from the World Bank, with the CFTC's COMEX silver positioning and the gold, dollar, copper and silver miners' funds and the 10 year real rate, each with its measured relationship to SLV
commodities.copper A copper futures fund (CPER) and copper's own monthly price from the World Bank, with the CFTC's COMEX copper positioning and the dollar and gold funds, each with its measured relationship to CPER
commodities.wheat A wheat futures fund (WEAT) and US soft red winter wheat's own monthly price from the World Bank, with the CFTC's CBOT wheat positioning, the dollar fund and the WTI spot price, each with its measured relationship to WEAT
commodities.energy-basket US oil and gas stocks against the five year norm from EIA's weekly reports, with WTI, Brent and Henry Hub spot prices, the Brent to WTI spread and WTI realised volatility
commodities.oil-producers Crude oil beside its covered USA producers: the energy basket's state, WTI and Brent spot prices from EIA, then each integrated major, producer and refiner and two oil field service companies, with its share price, its 1, 3 and 12 month changes beside WTI and the measured 90 day correlation with WTI
commodities.gold-miners The gold fund (GLD, a share price, not the gold price) and gold's own monthly price from the World Bank beside the covered USA gold and silver miners and royalty and streaming companies, each with its share price, its 1, 3 and 12 month changes beside GLD and the measured 90 day correlation with GLD
commodities.grains-agribusiness The wheat futures fund (WEAT, not the wheat price) and US soft red winter wheat's own monthly price from the World Bank beside the covered USA grain merchandisers and processors, seed and crop nutrient companies, farm equipment makers and farmland REITs, each with its share price, its 1, 3 and 12 month changes beside WEAT and the measured 90 day correlation with WEAT
cross.correlations BTC correlation matrix vs macro indicators
cross.breadth Breadth across SPY, QQQ and IWM, with Bitcoin's correlation to each
cross.regime Regime classification (expansion, contraction, transition) with USDT dominance
cross.ai-compute AI compute and power chain: US grid demand against a year earlier, miners' AI hosting agreements from SEC filings, hosting against mining per megawatt
eth.context Where Ether stands: its price and global 24 hour volume from CoinGecko, its distance from the 200 day average, Lido's stETH APR, the CFTC's CME Ether positioning and OKX's funding rate
btc.quick-check Minimal fast context: BTC + Net Liquidity + correlation
btc.context BTC + liquidity + hash ribbon + difficulty + momentum
btc.pulse Price, 24h change, Bitcoin dominance
btc.grid-stress Epoch pace and difficulty adjustment forecast
btc.momentum 200D MA support/resistance with 7d/30d/90d momentum and percentile rankings
btc.on-chain Hash rate, difficulty, transactions, active addresses
btc.miner-survival Hashprice thermometer with miner stress scoring
btc.etf-flows Spot BTC ETF net daily flows, aggregate AUM, and per-issuer breakdown
btc.full Full Bitcoin analysis: macro overlay, momentum, percentiles, correlations and narrative
btc.factors Multi-factor attribution for BTC price movements
btc.energy Production cost model with gas input pressure
btc.treasury Corporate Bitcoin treasury intelligence from SEC filings

list_briefings always returns the current set, and prereason.com/briefings shows each one. Which plan reads which briefing is on the pricing page.

Company Briefings

equities.company reads one listed company per call, composed from its own reports (filings with its home market's regulator; for India, its own published results), each figure dated and sourced. Which plan reads which market's company briefings is on the pricing page. It describes; it never says what to do.

  • Name the company with entity: the ticker or CIK of a company filing with the SEC (NVDA), a Japanese securities code (7203), a Korean stock code (005930), an Indian company's ISIN (INE018A01030), the LEI of a company filing in the UK or of a European company (2138002P5RNKC5W2JZ46) or a Brazilian company's B3 ticker (PETR4).
  • Not sure of the code? Call list_briefings with search, for example "Toyota earnings": the answer lists the matching covered companies, each with the entity to pass.
  • Read one part with block, one of the parts below, or leave it out for the whole briefing. A part counts one call; the whole briefing counts one for each part it carries. Parts are served for today only.
get_context(briefing="equities.company", entity="7203")
get_context(briefing="equities.company", entity="NVDA", block="valuation")
Part (block) What it holds
header Who the company is, the indexes that hold it with their dates, and a line on its peers
what_changed Its recent filings
situations Flagged conditions, each with its severity
against_guidance The company's own stated expectations next to what it reported (read only from results filed with the SEC on Form 8-K)
numbers Income statement, balance sheet and cash flow history, with growth and the company's own history
segments Business, product and geography splits
valuation The close, market capitalisation, price to earnings, book and sales, enterprise value multiples and free cash flow yield, each with its value a year ago and its own history (closes from StockAnalysis.com)
capital_structure Debt, liquidity and maturities
quality Earnings quality and liquidity, including the accrual ratio, cash conversion, current, quick and cash ratios, working capital, asset turnover, and days sales, inventory and payables outstanding
profitability Returns and cash generation, including free cash flow, its margin and per share, EBITDA, return on equity, assets and invested capital, the payout ratio and the effective tax rate
news Filed news

Example Prompts

Once connected, try prompts like:

  • "Connect me to PreReason"
  • "Show me the macro snapshot"
  • "Where are Treasury yields, and what did the Fed last decide?"
  • "What did NVIDIA report, and how does it rank among its peers?"
  • "How is Bitcoin moving with stocks and the dollar?"
  • "List available briefings"

Troubleshooting

"Server disconnected" error

  • Ensure Node.js 18+ is installed: node --version
  • Check your API key starts with pr_live_
  • Fully quit Claude Desktop (system tray > Quit) and reopen

Tools not appearing

  • Restart Claude Desktop after editing config
  • Verify JSON syntax: node -e "JSON.parse(require('fs').readFileSync('path/to/config','utf8'))"

Windows: "'C:\Program' is not recognized"

If you still see this error, ensure you're using the env block (not --header args) as shown in Quick Start above. If the issue persists, install globally and use node:

  1. Run: npm install -g @prereason/mcp
  2. Use this config (replace YOUR_USER with your Windows username):
{
  "mcpServers": {
    "prereason": {
      "command": "node",
      "args": [
        "C:\\Users\\YOUR_USER\\AppData\\Roaming\\npm\\node_modules\\@prereason\\mcp\\bin\\cli.js"
      ],
      "env": {
        "PREREASON_API_KEY": "YOUR_API_KEY"
      }
    }
  }
}

Auth errors on get_context / get_metric

  • list_briefings, list_metrics, and get_health work without a key
  • get_context and get_metric require a valid API key, and get_changes a key on the Basic or Pro plan
  • Get a key at prereason.com/signup

Other MCP Clients

If your client supports remote HTTP servers, use Quick Start Option 2 above. The stdio bridge package is only needed for clients that require stdio transport (e.g. Claude Desktop).

CLI Usage

# No key: the bridge asks for access and prints one link to approve
npx @prereason/mcp

# Ask for access now, save the key, exit (useful before a first run)
npx @prereason/mcp --login

# Forget the saved key
npx @prereason/mcp --logout

# Use a key from the environment (never asks)
PREREASON_API_KEY=pr_live_... npx @prereason/mcp

# Name the app the bridge runs in, so your dashboard names the connection
PREREASON_CLIENT=claude-desktop npx @prereason/mcp

# --header (backward compatible), a custom credentials file, a custom endpoint
npx @prereason/mcp --header "Authorization:Bearer YOUR_API_KEY"
npx @prereason/mcp --credentials-file /path/to/credentials.json
PREREASON_URL=https://custom.endpoint/mcp npx @prereason/mcp

npx @prereason/mcp --help

Key precedence: PREREASON_API_KEY, then --header, then the credentials file (~/.prereason/credentials.json, or PREREASON_CREDENTIALS_FILE, or --credentials-file), then the claim flow. The file holds the key and which claim issued it, never a claim token. On macOS and Linux the directory is created 0700 and the file 0600; Windows has no mode bits, so the file relies on your profile directory's permissions like every other credential store there.

Claude Desktop extension (.mcpb)

mcpb/manifest.json describes the same bridge as a single click Claude Desktop extension, key optional. To build the bundle: npm install --omit=dev, then npx @anthropic-ai/mcpb pack . from the package directory, and install the resulting .mcpb by double clicking it. Submission to the Claude directory goes through the desktop extension form and is a publisher decision.

No dependencies

The bridge ships its own transports and installs nothing. npm ls on it is one line, npx @prereason/mcp fetches one 23 KB tarball and starts, and the code a security review has to read is the code in this repository.

It used to depend on @modelcontextprotocol/sdk for two classes, a stdio transport and a Streamable HTTP client. That pulled in 91 packages and 25 MB on disk, nearly all of it the SDK server half: Express, Hono, CORS, a rate limiter, an OAuth client and a schema validator, none of which a relay ever calls. lib/stdio.js and lib/streamable-http.js replace the two classes the bridge used, keep their framing and their callbacks, and are covered by the suite under test/.

Links

Privacy Policy

See prereason.com/privacy for data handling practices.

License

MIT