# Bullrun (remote · mcp.bull-run.org)

Global stock research, ML forecasts, valuation signals, screeners & portfolio tracking in Claude

- Trust score: 62/100 (medium)
- Change this week: +2
- Registry status: active
- Liveness: live
- Owner verified: no
- Last scored: 2026-08-03

## Components

- remote · `mcp.bull-run.org`: 62/100 (this document), [markdown](https://verifymcp.io/servers/org-bull-run-bullrun/mcp.md), [page](https://verifymcp.io/servers/org-bull-run-bullrun/mcp)

## Channel facts

- Endpoint: `https://mcp.bull-run.org/mcp`
- Transports: `streamable-http`
- Auth: `none`
- Version: `0.1.2`

## Trust breakdown

How this component scores in each security and reliability category. Every signal is checked automatically against the live server, and we only credit what we can confirm. Scores are 0–100 per category. Scoring method: https://verifymcp.io/docs/scoring (what has changed: https://verifymcp.io/docs/scoring/changelog)

Scored 2026-08-03.

- **Endpoint Security**: 46/100
  - The endpoint's TLS certificate is valid, in date, and uses a strong key.
  - Authorisation not fully verified: no authorisation is required to call this server, and 13 tool(s) never declared a destructiveHint. The MCP spec treats an absent hint as destructive by default, so we cannot call this surface safe.
  - HTTPS not yet verified: we couldn't determine whether a plaintext access path exists.
  - HSTS check failed: the Strict-Transport-Security header is absent.
  - DNSSEC check failed: this domain isn't protected by DNSSEC.
- **Transport & Reachability**: 100/100
  - Verified streamable-http transport via a live MCP handshake.
- **Schema Quality & AI Usability**: 73/100
  - 100% of prompts and resources have a non-trivial description (not blank, and not just the item's name).
  - AI-judged instruction clarity (excellent).
  - Context-footprint check failed: tool/resource definitions use about 5212 tokens (~325/item across 16 items; 16 tools + 0 resources), over budget; trim descriptions and params.
  - Usage-examples check failed: none of the tools include examples.
- **Stability & Change Management**: 27/100
  - Stability observed for 8 of 30 days with no destabilising changes; credit accrues until the full window elapses.
- **Tool Coverage**: 100/100
  - 100% of tools have a non-trivial description (not blank, and not just the tool's name).
  - 100% of tool parameters carry a description.
- **Capabilities**: 100/100
  - Implements a supported MCP spec version (2025-11-25); the latest is 2026-07-28.

## Install

### Claude

```bash
claude mcp add --transport http org-bull-run-bullrun https://mcp.bull-run.org/mcp
```

### Codex

```toml
[mcp_servers.org-bull-run-bullrun]
url = "https://mcp.bull-run.org/mcp"
```

### opencode

```json
{
  "$schema": "https://opencode.ai/config.json",
  "mcp": {
    "org-bull-run-bullrun": {
      "type": "remote",
      "url": "https://mcp.bull-run.org/mcp",
      "enabled": true
    }
  }
}
```

### OpenClaw

```bash
openclaw mcp add org-bull-run-bullrun --url https://mcp.bull-run.org/mcp --transport streamable-http
```

### Hermes

```yaml
mcp_servers:
  org-bull-run-bullrun:
    url: "https://mcp.bull-run.org/mcp"
```

### Other

```json
{
  "mcpServers": {
    "org-bull-run-bullrun": {
      "type": "http",
      "url": "https://mcp.bull-run.org/mcp"
    }
  }
}
```

The mcpServers block is a cross-client convention. Remote transports vary, so check your client's docs.

## Changelog

Every change recorded for this component, newest first. Days that predate change tracking, or that we cannot explain, say so: "we were watching and nothing happened" and "we were not watching" are different claims.

### 2026-08-03 (score 62, +1)

No change was recorded against any check on this day. Stability & Change Management went from 23 to 27. That category is still filling its 30-day observation window: 7 days of observed history at the previous scan, 8 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-07-31 (score 61, −1)

- [functional] We updated how we score, so this day's move reflects our rubric, not a change to the server

### 2026-07-29 (score 62, +1)

No change was recorded against any check on this day. Stability & Change Management went from 7 to 10. That category is still filling its 30-day observation window: 2 days of observed history at the previous scan, 3 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-07-28 (score 61, +1)

No change was recorded against any check on this day. Stability & Change Management went from 3 to 7. That category is still filling its 30-day observation window: 1 days of observed history at the previous scan, 2 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-07-27 (score 60, 0)

- [functional] We updated how we score, so this day's move reflects our rubric, not a change to the server

### 2026-07-26 (score 60)

First indexed and scored.

## MCP tools (16)

### `screen_stocks` (~415 tokens)

Screen stocks

Screen the global Bullrun stock universe with the same rule engine as the app screener. Filter by sector, industry, country/countries, primary vs secondary listings, active vs inactive listings, lookback mode, AND/OR rule groups, comparison operators, money units, growth metrics and latest-value metrics. Returns a compact table of matching stocks. Read-only.

Input parameters:

- `countries` (array): Exact country names to include. Use this for multi-country screens; it overrides country when provided.
- `country` (string): Exact country name to filter by, e.g. "United States", "Germany". Omit for all countries.
- `includeInactive` (boolean): Include delisted/inactive tickers with no recent price bar. Default false.
- `includeSecondary` (boolean): Include secondary cross-listings of the same security. Default false (primary listings only).
- `industry` (string): Exact industry name to filter by, e.g. "Software - Infrastructure". Omit for all industries.
- `limit` (integer): Maximum number of stocks to return (1-100).
- `lookback` (integer): How many reporting periods to evaluate. Growth rules need at least 2 comparable periods.
- `lookbackMode` (string): Whether rule evaluation uses annual or quarterly reporting periods.
- `minMarketCap` (number): Compatibility shortcut: adds marketCap >= this absolute value to every rule group.
- `mode` (string): Deprecated alias for lookbackMode; kept for compatibility.
- `order` (string): Sort direction. Nulls always sort last regardless of direction.
- `periods` (integer): Deprecated alias for lookback; kept for compatibility.
- `rules` (array): Fundamental rules. Same groupId means AND; different groupIds mean OR.
- `sector` (string): Exact sector name to filter by, e.g. "Technology", "Healthcare". Omit for all sectors.
- `sortBy` (string): Metric to sort by. revenueGrowth is accepted as an alias for revenueGrowthPct.

### `query_etfs` (~366 tokens)

Query ETFs

Search the Bullrun ETF universe by ticker/fund name plus ETF asset class, exposure, domicile, exchange and currency. For an exact ticker, returns ETF profile details, recent historical price rows, and latest holdings. Read-only.

Input parameters:

- `category` (string): Exact broad ETF asset-class filter, such as Equity, Fixed Income, Commodity, Crypto, or Real Estate. Kept as category for API compatibility.
- `currency` (string): Exact trading currency filter, e.g. USD, EUR, CHF.
- `domicile` (string): Exact ETF domicile filter.
- `exchange` (string): Exact exchange filter, e.g. NYSE ARCA, LSE, XETRA.
- `focus` (string): Exact ETF exposure filter, such as Japan, Equity - Australia, TOPIX, or an exchange/source exposure label. Kept as focus for API compatibility.
- `holdingsLimit` (integer): Maximum holdings to return for an exact ticker, 1-100.
- `includeHoldings` (boolean): When ticker is supplied, include latest holdings. Ignored for broad searches.
- `includeInactive` (boolean): Include ETFs with no recent price bar. Default false.
- `includeSecondary` (boolean): Include secondary/cross-listed ETF tickers. Default false.
- `limit` (integer): Maximum ETF search rows to return, 1-100.
- `priceLimit` (integer): Recent daily price rows to return for an exact ticker. Use 0 to skip prices.
- `search` (string): Free-text ETF search by ticker or fund name. Omit to list the first ETFs.
- `ticker` (string): Exact ETF ticker for profile, prices, and optional holdings, e.g. SPY, VWRL.L, EUNL.DE.

### `get_stock_metrics` (~263 tokens)

Get stock metrics

Fetch a consolidated metrics snapshot for a single stock by ticker: identity (company, exchange, currency, sector, industry, country, ISIN), latest daily price (OHLCV), latest valuation (market cap, P/E, dividend yield, annual dividend per share), the most recent reported financials (revenue, gross/operating income, EBITDA, net income, diluted EPS, free & operating cash flow, total debt, cash, total assets, equity) and a short company description. Use the exact ticker as listed on Bullrun - the native local-exchange symbol (e.g. AAPL, BMW, ABBN, NESN, or a numeric code like 005930), NOT Yahoo-style country suffixes like BMW.DE or ABBN.SW. If a ticker returns no data, use screen_stocks (by sector/country) to find the exact symbol. Read-only.

Input parameters:

- `ticker` (string, required): The stock ticker exactly as listed on Bullrun - the native local-exchange symbol, e.g. "AAPL", "BMW" (not "BMW.DE"), "ABBN" (not "ABBN.SW"), "NESN", or a numeric code like "005930". Do not append Yah…

### `get_financial_history` (~266 tokens)

Get financial history

Fetch 1-15 years of historical financial statements for one exact Bullrun ticker. Returns annual and/or quarterly rows grouped into income statement, balance sheet, cash flow, per-share metrics, margins, source currency, and annual growth/CAGR consistency checks. Use this when evaluating multi-year revenue/net-income growth, margin trajectories, leverage, cash flow quality, or whether a stock passed a rule such as 10% revenue and net-income growth every year.

Input parameters:

- `includeEmptyRows` (boolean): Include sparse rows that have no major income statement, balance sheet, cash-flow, or EPS values.
- `periodType` (string): Return annual rows, quarterly rows, or both. Annual rows use fiscalQuarter=0.
- `ticker` (string, required): The ticker exactly as listed on Bullrun - the native local-exchange symbol, e.g. "AAPL", "BMW" (not "BMW.DE"), "ABBN" (not "ABBN.SW"), "NESN", or a numeric code like "005930". Do not append Yahoo-sty…
- `years` (integer): How many fiscal years of history to return, counting backward from the latest fiscal year available.

### `get_quality_moat_metrics` (~258 tokens)

Get quality and moat metrics

Compute annual quality, moat, earnings-quality, and capital-allocation metrics for one exact Bullrun ticker from existing financial statements: ROIC, ROE/ROA, ROIC-vs-supplied-WACC, accruals, cash conversion, capex intensity, dividend payout/growth, diluted share-count changes, and a buyback proxy. Read-only.

Input parameters:

- `estimatedWaccPct` (number): Optional user-supplied WACC assumption, in percent. When omitted, ROIC-vs-WACC spread is returned as null.
- `taxRateFallbackPct` (number): Fallback tax rate used for NOPAT only when reported tax/pretax data is missing or unusable.
- `ticker` (string, required): The ticker exactly as listed on Bullrun - the native local-exchange symbol, e.g. "AAPL", "BMW" (not "BMW.DE"), "ABBN" (not "ABBN.SW"), "NESN", or a numeric code like "005930". Do not append Yahoo-sty…
- `years` (integer): How many fiscal years of annual history to evaluate.

### `get_forward_estimates` (~120 tokens)

Get forward estimates

Fetch forward consensus revenue/EPS/EBITDA estimates, management guidance ranges, and estimate-revision percentages for one exact Bullrun ticker. Also derives simple forward P/E and PEG-style context from the latest close when EPS estimates are available. Read-only.

Input parameters:

- `limit` (integer): Maximum estimate rows to return.
- `periodType` (string): Return annual estimates, quarterly estimates, or both.
- `ticker` (string, required): The ticker exactly as listed on Bullrun, e.g. "AAPL", "CRWD", "SPGI".

### `get_operating_kpis` (~163 tokens)

Get operating KPIs

Fetch period-specific operating KPIs and unit-economics metrics for one exact Bullrun ticker: ARR, net revenue retention, RPO, billings, customer counts, payments volume, cross-border volume, processed transactions, or other domain-specific metrics when populated. Read-only.

Input parameters:

- `category` (string): Optional category filter such as SaaS, payments, marketplace, banking, or other domain labels.
- `limit` (integer): Maximum KPI rows to return.
- `metricKey` (string): Optional exact metric key to filter, e.g. ARR, NRR, RPO, BILLINGS, PAYMENT_VOLUME.
- `ticker` (string, required): The ticker exactly as listed on Bullrun, e.g. "CRWD", "SNOW", "V".

### `get_revenue_breakdown` (~112 tokens)

Get revenue breakdown

Fetch segment, geography, product, customer, or other revenue breakdown rows for one exact Bullrun ticker. Use this to separate cyclical businesses from recurring segments or inspect geographic exposure instead of relying on blended revenue. Read-only.

Input parameters:

- `dimension` (string): Breakdown dimension to return, or all dimensions.
- `limit` (integer): Maximum breakdown rows to return.
- `ticker` (string, required): The ticker exactly as listed on Bullrun, e.g. "SPGI", "MSFT", "V".

### `get_earnings_call_transcript` (~168 tokens)

Get earnings call transcript

Fetch speaker-tagged earnings-call transcript chunks for one exact Bullrun ticker, optionally filtered by fiscal period or search text. Use this for management guidance language, analyst Q&A, and qualitative judgment that is not visible in financial statements. Read-only.

Input parameters:

- `fiscalQuarter` (integer): Optional fiscal quarter filter.
- `fiscalYear` (integer): Optional fiscal year filter.
- `maxCharsPerChunk` (integer): Maximum characters per transcript chunk in the MCP response.
- `maxChunks` (integer): Maximum speaker-tagged transcript chunks to return.
- `search` (string): Optional case-insensitive text/speaker search across transcript chunks.
- `ticker` (string, required): The ticker exactly as listed on Bullrun, e.g. "CRWD", "SPGI", "V".

### `list_portfolios` (~212 tokens)

List my portfolios

Use when the user refers to THEIR portfolio(s) or holdings — e.g. "my portfolios", "what portfolios do I have", "how are my investments doing", "show my holdings", "my account". Lists the signed-in Bullrun user's virtual portfolios with computed summaries: name, base currency, total value (USD), day change, cost basis and total return, plus position counts. Start here when a portfolio question doesn't name a specific portfolio, then pass a portfolioId to get_portfolio_context or get_portfolio_analytics. Requires connecting this server to a Bullrun account (OAuth, read:portfolios scope) — it returns that user's own data only. privacyMode defaults to "full" (includes absolute $ amounts); pass "weights_only" to hide absolute money and return only relative figures (returns %, counts). Read-only.

Input parameters:

- `privacyMode` (string): "full" (default) includes absolute $; "weights_only" hides cash/value/cost-basis and keeps only %.

### `get_portfolio_context` (~362 tokens)

Get portfolio context

Use when the user asks to look at, review, or analyze THEIR portfolio / holdings / positions — e.g. "analyze my portfolio", "how is my portfolio doing", "what's in my portfolio", "review my holdings", "how am I invested", "what should I improve". Fetches a deep snapshot of ONE of the signed-in user's portfolios: the summary (value, day change, total return), every holding (with position weight %, sector and return) and Bullrun's computed insights (benchmark comparison, concentration, diversification, dividend income). Pass a portfolioId from list_portfolios (call that first if the user hasn't named a portfolio). The response ALWAYS returns the complete holdings list with each position flagged matched/unmatched, plus a `coverage` summary: holdings that Bullrun can't link to its universe (ETFs, funds, untracked tickers) carry no weight, sector, insight or ML score, so weights/insights/ML below describe ONLY the matched subset. Read the coverage banner (the first text block) and never present matched-only figures as the whole portfolio. For risk/diversification math, correlations, factor exposure, or whether to add a specific stock, use get_portfolio_analytics instead. Requires OAuth (read:portfolios) and returns the caller's own data only. privacyMode defaults to "full" (absolute $ included); "weights_only" returns only relative figures. Read-only.

Input parameters:

- `days` (integer): Insights look-back window in days (default 30).
- `portfolioId` (integer, required): The portfolio id, as returned by list_portfolios.
- `privacyMode` (string): "full" (default) includes absolute $; "weights_only" returns only relative figures.

### `get_portfolio_analytics` (~459 tokens)

Get portfolio analytics

Use when the user asks about THEIR portfolio's risk, diversification, or concentration, or whether to add a stock — e.g. "is my portfolio diversified", "how risky is my portfolio", "am I too concentrated", "what's my exposure to X", "should I add NVDA", "would AAPL improve my diversification". Fetches portfolio-level relationship analytics for one signed-in user's portfolio: correlation and annualized covariance matrices across holdings, contribution-to-risk, concentration by weight and risk, currency/sector/country exposures, value/growth/momentum/quality/size proxy factor scores, scenario/stress tests (rates +100bp, oil -20%, USD +10%), and optional candidateTicker fit analysis showing correlation to the current portfolio plus pro-forma volatility (set candidateTicker when the user asks whether to add a specific stock). Pass a portfolioId from list_portfolios. The risk math only covers holdings with enough price history, dropping unpriced/unmatched ones (ETFs, funds, untracked tickers) and renormalizing all percentages over what remains; the response leads with a `coverage` banner (first text block) stating how many holdings were excluded, so never read these figures as the whole portfolio. For a plain holdings/value snapshot and the full matched/unmatched breakdown use get_portfolio_context instead. Requires OAuth (read:portfolios) and returns the caller's own data only. privacyMode defaults to "full"; "weights_only" hides absolute USD amounts while keeping weights, percentages, correlations and scores.

Input parameters:

- `candidateTicker` (string): Optional exact Bullrun ticker to test as a candidate diversifier - the native local-exchange symbol, e.g. AAPL, BMW, ABBN, NESN (not Yahoo-style suffixes like BMW.DE).
- `candidateWeightPct` (number): Optional hypothetical candidate allocation for pro-forma volatility. Default 5 (%).
- `days` (integer): Calendar-day lookback for daily USD return analytics. Default 370.
- `portfolioId` (integer, required): The portfolio id, as returned by list_portfolios.
- `privacyMode` (string): "full" (default) includes absolute USD amounts; "weights_only" returns only relative figures.

### `create_portfolio_draft` (~405 tokens)

Create a portfolio draft

Use when the user wants you to BUILD or PROPOSE a brand-new portfolio for them — e.g. "build me a portfolio", "put together a dividend portfolio", "draft a portfolio of AI stocks", "create a new portfolio for $10k". Generates a REVIEWABLE paper-portfolio draft for the signed-in Bullrun user from a natural-language brief (e.g. "a diversified European dividend portfolio"). Requires OAuth with the write:drafts scope and a Bullrun Pro account. This is DRAFT-ONLY and never changes any live position: the draft is saved to the user's account and appears in the Bullrun Portfolio tab under "Pending AI drafts", where the user reviews it and explicitly accepts it to create a new portfolio (or discards it). To suggest additions to an EXISTING portfolio instead, use create_position_draft. Tickers are chosen only from Bullrun's priced stock/ETF universe; pass instrumentUniverse for stocks only, ETFs only, or a mix. If the brief is vague, first ask ONE quick round of up to three multiple-choice questions (investing style, region focus, and size), each with a default the user can accept with "just pick for me", then build; skip any dimension the user already specified and do not interrogate across multiple turns.

Input parameters:

- `instrumentUniverse` (string): Candidate universe: stocks only, ETFs only, or a mix. Default mix unless the prompt says otherwise.
- `maxPositions` (integer): Maximum number of holdings (3-20, default 10).
- `prompt` (string): What kind of portfolio to draft, e.g. "a defensive dividend portfolio of large EU stocks". Optional: if you omit it, the server collects a quick style/region/size brief from the user directly (a nati…
- `startingCash` (number): Starting cash in USD (default 10000).

### `create_position_draft` (~320 tokens)

Create a position draft

Use when the user asks what to BUY or ADD to an EXISTING portfolio — e.g. "what should I buy next", "suggest a stock or ETF for my portfolio", "what should I add", "recommend a position", "any ideas to round out my holdings". Generates REVIEWABLE suggested additions for one existing Bullrun portfolio. Requires OAuth with the write:drafts scope and a Bullrun Pro account. This is DRAFT-ONLY: the suggested position(s) are saved to the user's account and appear in the Bullrun Portfolio tab under Pending AI drafts, where the user reviews and accepts them into the target portfolio or discards them. It never changes live holdings by itself. To draft a whole new portfolio from scratch use create_portfolio_draft; to test whether a specific named ticker fits, use get_portfolio_analytics with candidateTicker. Pass instrumentUniverse for stocks only, ETFs only, or a mix. If it is unclear, first confirm which portfolio (use list_portfolios when the user has more than one) and how many ideas (a single best idea or a few) in ONE quick step; otherwise just build.

Input parameters:

- `instrumentUniverse` (string): Candidate universe: stocks only, ETFs only, or a mix. Default mix.
- `maxPositions` (integer): How many suggested additions to save, 1-5. Use 1 for a single-position idea; default 3.
- `portfolioId` (integer, required): The Bullrun portfolio id to propose additions for. Use list_portfolios first if unsure.

### `create_portfolio_from_positions` (~345 tokens)

Save a portfolio from explicit holdings

Use when YOU (or the user) have ALREADY decided the exact holdings and want them saved as-is — e.g. after researching and settling on a specific basket with target weights. Persists a REVIEWABLE paper-portfolio draft built from the tickers you supply, sized by weight (percent) or by explicit USD amount. Unlike create_portfolio_draft this does NOT use the LLM and NEVER re-selects tickers: your basket lands exactly as given. It is NOT Pro-gated (it mirrors manual position entry, which is free) and needs only OAuth with the write:drafts scope. DRAFT-ONLY: the draft is saved to the user's Bullrun account and appears in the Portfolio tab under "Pending AI drafts", where the user reviews it and explicitly accepts it (creating a NEW portfolio) or discards it — it never changes any live position. Tickers must exist in Bullrun's priced stock/ETF universe; any that cannot be priced are returned in `unresolved` and skipped (use query_etfs / screen_stocks / get_stock_metrics to confirm exact tickers first). For a vague brief where the model should pick, use create_portfolio_draft instead.

Input parameters:

- `cashPct` (number): Explicit cash percentage to hold back. Overrides the weight-remainder rule.
- `name` (string): Portfolio name. Default "Custom Portfolio Draft".
- `positions` (array, required): The exact holdings to persist (1-30). Tickers are used verbatim, never re-selected.
- `startingCash` (number): Total portfolio cash in USD. Default 10000 in weight mode; the sum of amounts in amount mode.

### `get_capabilities` (~144 tokens)

Get account capabilities

Discover what the connected Bullrun account can do BEFORE attempting an action, so you can plan instead of learning by hitting a 403. Reports whether you are authenticated and as WHICH identity (email + userId), whether the account has Bullrun Pro and why (subscription / trial / admin), the granted OAuth scopes, portfolio usage vs the free/max limits, and a per-tool entitlement map: create_portfolio_from_positions (free), create_portfolio_draft and create_position_draft (Pro-only), and whether another portfolio can be created now. Call this first when a draft/write tool might be gated, or to confirm which account a request will act on. Read-only.

## Diagnostics

Captured diagnostic sections: TLS, DNSSEC, Authorisation, Transports. The full working is on the page: https://verifymcp.io/servers/org-bull-run-bullrun/mcp#diagnostics

## Score history

- 2026-08-03: 62
- 2026-08-02: 61
- 2026-08-01: 61
- 2026-07-31: 61
- 2026-07-30: 62
- 2026-07-29: 62
- 2026-07-28: 61
- 2026-07-27: 60
- 2026-07-26: 60

## Links

- Remote endpoint: https://mcp.bull-run.org/mcp
- Repository: https://github.com/ferinator/bullrun-mcp
- Changelog RSS feed: https://verifymcp.io/servers/org-bull-run-bullrun/mcp/changelog.xml
- Changelog JSON feed: https://verifymcp.io/servers/org-bull-run-bullrun/mcp/changelog.json
- HTML version of this page: https://verifymcp.io/servers/org-bull-run-bullrun/mcp