# io.github.pairbook-io/pairbook-mcp (npm · pairbook-mcp)

Portfolio risk analysis, correlation and ETF overlap for 4,700+ US stocks and ETFs. Free, no key.

- Trust score: 75/100 (medium)
- Change this week: +3
- Registry status: active
- Liveness: live
- Owner verified: no
- Last scored: 2026-09-20

## Components

- npm · `pairbook-mcp`: 75/100 (this document), [markdown](https://verifymcp.io/servers/pairbook-io-pairbook-mcp/pairbook-mcp.md), [page](https://verifymcp.io/servers/pairbook-io-pairbook-mcp/pairbook-mcp)

## Channel facts

- Registry: `npm`
- Package: `pairbook-mcp`
- Version: `1.3.1`
- Transport: `stdio`

## Trust breakdown

How this component scores in each security and reliability category. Every signal is checked automatically from public evidence about the published package, including repeated runs of it in an isolated sandbox, 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 2026-09-20.

- **Supply Chain Security**: 98/100
  - No malware found by supply-chain analysis.
  - No known CVEs affecting this package version or its production dependencies.
  - No install/post-install scripts declared.
  - 31 of 96 dependencies flagged as unhealthy.
- **Provenance & Transparency**: 19/100
  - Repository check failed: the declared repository URL returned HTTP 404.
  - Provenance check failed: no build-provenance attestation is published.
  - Clear OSI-approved license (MIT).
  - Actively maintained (last published 21 days ago).
  - Security-disclosure policy not yet verified: we couldn't inspect the source repository.
- **Schema Quality & AI Usability**: 76/100
  - AI-judged instruction clarity (excellent).
  - Context-footprint check failed: tool/resource definitions use about 957 tokens (~159/item across 6 items; 6 tools + 0 resources), over budget; trim descriptions and params.
  - Usage-examples check failed: none of the tools include examples.
- **Stability & Change Management**: 73/100
  - Stability observed for 22 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.
  - Structured output schemas are declared (100% of tools); any adoption earns full credit.
- **Tool Safety**: 100/100
  - No prompt-injection markers were found in the server instructions, tool names or descriptions we captured.
  - We read all 6 captured tool definition(s), and no name or description among them implies an irreversible operation.
  - An AI judge read all 6 captured unit(s) of tool text and found none that tries to manipulate the model reading it.
- **Capabilities**: 100/100
  - Implements a supported MCP spec version (2025-11-25); the latest is 2026-07-28.

## Install

### How do I install the io.github.pairbook-io/pairbook-mcp server?

io.github.pairbook-io/pairbook-mcp runs locally as an npm package, launched with npx -y pairbook-mcp. Ready-made configuration for Claude, Cursor, VS Code, Codex and 5 more is on this page, copied from each client's own documentation.

### Claude

```bash
claude mcp add pairbook-io-pairbook-mcp -- npx -y pairbook-mcp
```

### Cursor

```json
{
  "mcpServers": {
    "pairbook-io-pairbook-mcp": {
      "command": "npx",
      "args": [
        "-y",
        "pairbook-mcp"
      ]
    }
  }
}
```

### VS Code

```json
{
  "servers": {
    "pairbook-io-pairbook-mcp": {
      "command": "npx",
      "args": [
        "-y",
        "pairbook-mcp"
      ]
    }
  }
}
```

### Codex

```bash
codex mcp add pairbook-io-pairbook-mcp -- npx -y pairbook-mcp
```

### opencode

```json
{
  "$schema": "https://opencode.ai/config.json",
  "mcp": {
    "pairbook-io-pairbook-mcp": {
      "type": "local",
      "command": [
        "npx",
        "-y",
        "pairbook-mcp"
      ],
      "enabled": true
    }
  }
}
```

### OpenClaw

```bash
openclaw mcp add pairbook-io-pairbook-mcp --command npx --arg -y --arg pairbook-mcp
```

### Hermes

```yaml
mcp_servers:
  pairbook-io-pairbook-mcp:
    command: "npx"
    args: ["-y", "pairbook-mcp"]
```

### Netclaw

```json
{
  "McpServers": {
    "pairbook-io-pairbook-mcp": {
      "Transport": "stdio",
      "Command": "npx",
      "Arguments": [
        "-y",
        "pairbook-mcp"
      ]
    }
  }
}
```

### Vellum

```bash
assistant mcp add pairbook-io-pairbook-mcp -t stdio -c npx -a -y pairbook-mcp
```

### Other

```json
{
  "mcpServers": {
    "pairbook-io-pairbook-mcp": {
      "command": "npx",
      "args": [
        "-y",
        "pairbook-mcp"
      ]
    }
  }
}
```

## 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.

### 2026-09-19 (score 75, +1)

No change was recorded against any check on this day. Stability & Change Management went from 67 to 70. That category is still filling its 30-day observation window: 20 days of observed history at the previous scan, 21 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-09-17 (score 74, +1)

No change was recorded against any check on this day. Stability & Change Management went from 60 to 63. That category is still filling its 30-day observation window: 18 days of observed history at the previous scan, 19 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-09-15 (score 73, +1)

No change was recorded against any check on this day. Stability & Change Management went from 53 to 57. That category is still filling its 30-day observation window: 16 days of observed history at the previous scan, 17 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-09-13 (score 72, +1)

No change was recorded against any check on this day. Stability & Change Management went from 47 to 50. That category is still filling its 30-day observation window: 14 days of observed history at the previous scan, 15 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-09-11 (score 71, +1)

No change was recorded against any check on this day. Stability & Change Management went from 40 to 43. That category is still filling its 30-day observation window: 12 days of observed history at the previous scan, 13 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-09-08 (score 70, +1)

No change was recorded against any check on this day. Stability & Change Management went from 30 to 33. That category is still filling its 30-day observation window: 9 days of observed history at the previous scan, 10 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-09-06 (score 69, +4)

- [functional improvement] Stability: unverified → 0.27

### 2026-08-31 (score 65, −1)

- [functional regression] Security disclosure: pass → unverified

## MCP tools (6)

### `compare_pair` (~211 tokens)

Compare two assets

Correlation (weekly returns), annualized covariance, beta vs S&P 500, volatility, max drawdown, calendar-year returns, fund facts (fees, yield, AUM) or stock fundamentals (market cap, P/E), and ETF holdings overlap with top common positions, for a pair of US stocks or ETFs. Popular pairs come from PairBook's precomputed matrix; any other pair of covered symbols is computed on demand from the weekly return series. Example: a=QQQ, b=VOO. Symbol order does not matter. Covers ~4,700 US-listed stocks and ETFs only (no crypto, no foreign listings, no inverse/leveraged short funds, no intraday data); figures use weekly closes and refresh once per trading day. Unknown tickers return an error: resolve them with resolve_symbol first.

Input parameters:

- `a` (string, required): First ticker, e.g. AAPL or SPY
- `b` (string, required): Second ticker, e.g. MSFT or VOO

Output parameters:

- `a` (string)
- `as_of` (string)
- `b` (string)
- `beta_vs_spy_3y` (object)
- `calendar_year_returns_pct` (object)
- `computed_on_demand` (boolean)
- `correlation_weekly` (object)
- `covariance_ann_pct2_3y` (number|null)
- `docs` (string)
- `fund` (object)
- `fundamentals` (object)
- `holdings_overlap`
- `max_drawdown_3y_pct` (object)
- `note` (string)
- `page` (string)
- `terms` (string)
- `volatility_ann_pct_3y` (object)

### `symbol_profile` (~138 tokens)

Asset profile

One US stock or ETF: beta vs S&P 500, annualized volatility, 1/3/5-year returns, max drawdown, calendar-year returns, fund facts or stock fundamentals, and its most correlated assets. For diversification candidates use find_diversifiers. Covers ~4,700 US-listed stocks and ETFs only (no crypto, no foreign listings, no inverse/leveraged short funds, no intraday data); figures use weekly closes and refresh once per trading day. Unknown tickers return an error: resolve them with resolve_symbol first.

Input parameters:

- `symbol` (string, required): Ticker, e.g. NVDA or SCHD

Output parameters:

- `as_of` (string)
- `beta_vs_spy_3y` (number|null)
- `calendar_year_returns_pct`
- `diversifiers_3y`
- `docs` (string)
- `fund`
- `fundamentals`
- `group` (string|null)
- `kind` (string)
- `max_drawdown_3y_pct` (number|null)
- `most_correlated_3y` (array)
- `name` (string)
- `page` (string)
- `return_pct` (object)
- `symbol` (string)
- `terms` (string)
- `volatility_ann_pct_3y` (number|null)

### `find_diversifiers` (~154 tokens)

Find diversifiers

Assets with the lowest or most negative 3-year correlation to the given US stock or ETF, each with its name and kind so you can screen them. Raw lowest-correlation list: it can contain leveraged/inverse ETNs, volatility products and illiquid micro-caps. Check name and kind before presenting anything as a portfolio diversifier. Covers ~4,700 US-listed stocks and ETFs only (no crypto, no foreign listings, no inverse/leveraged short funds, no intraday data); figures use weekly closes and refresh once per trading day. Unknown tickers return an error: resolve them with resolve_symbol first.

Input parameters:

- `symbol` (string, required): Ticker to diversify away from, e.g. QQQ

Output parameters:

- `as_of` (string)
- `caution` (string)
- `diversifiers_3y` (array)
- `docs` (string)
- `name` (string)
- `page` (string)
- `symbol` (string)
- `terms` (string)

### `weekly_returns` (~141 tokens)

Weekly return series

Weekly return series for one US stock or ETF (W-FRI, most recent last, all series end on the same Friday so tails align across symbols), for custom correlation or risk math. Covers ~4,700 US-listed stocks and ETFs only (no crypto, no foreign listings, no inverse/leveraged short funds, no intraday data); figures use weekly closes and refresh once per trading day. Unknown tickers return an error: resolve them with resolve_symbol first.

Input parameters:

- `symbol` (string, required): Ticker, e.g. AAPL
- `weeks` (integer): Only return the most recent N weeks (default: all, up to 156)

Output parameters:

- `as_of` (string)
- `docs` (string)
- `freq` (string)
- `returns` (array)
- `symbol` (string)
- `terms` (string)
- `window_weeks` (number)

### `resolve_symbol` (~91 tokens)

Resolve a ticker

Find the ticker for a company or fund name (e.g. 'nvidia' -> NVDA) across PairBook's ~4,700 covered US stocks and ETFs. Call this before other tools whenever the exact ticker is uncertain or a lookup returned not-found.

Input parameters:

- `limit` (integer): Maximum matches to return (default 8)
- `query` (string, required): Company or fund name, or partial ticker

Output parameters:

- `matches` (array)
- `note` (string)
- `total_matches` (number)

### `analyze_portfolio` (~222 tokens)

Analyze a portfolio

Whole-portfolio risk and diversification analysis for 2 to 30 US stocks or ETFs: which positions are redundant, where the risk concentrates (Euler risk contributions), what actually diversifies, portfolio volatility, beta and market R2, diversification ratio, effective number of independent bets, correlation blocks that move together, max drawdown of the mix vs SPY, and issuer-sourced holdings-overlap warnings between the ETFs held. Use compare_pair for just two assets. Covers ~4,700 US-listed stocks and ETFs only (no crypto, no foreign listings, no inverse/leveraged short funds, no intraday data); figures use weekly closes and refresh once per trading day. Unknown tickers return an error: resolve them with resolve_symbol first.

Input parameters:

- `detail` (string): auto (default) includes the correlation matrix up to 12 positions; compact never includes it
- `positions` (array, required): The holdings. Example: [{symbol:'AAPL',weight:40},{symbol:'MSFT',weight:30},{symbol:'SCHD',weight:30}]

Output parameters:

- `clusters` (object)
- `correlation_matrix`
- `drawdown` (object)
- `etf_overlap_warnings` (array)
- `flags` (array)
- `meta` (object)
- `notes` (array)
- `portfolio` (object)
- `positions` (array)
- `redundant_pairs` (array)
- `terms` (string)

## Diagnostics

Captured diagnostic sections: Provenance, Dependencies. The full working is on the page: https://verifymcp.io/servers/pairbook-io-pairbook-mcp/pairbook-mcp#diagnostics

## Score history

- 2026-09-20: 75
- 2026-09-19: 75
- 2026-09-18: 74
- 2026-09-17: 74
- 2026-09-16: 73
- 2026-09-15: 73
- 2026-09-14: 72
- 2026-09-13: 72
- 2026-09-12: 71
- 2026-09-11: 71
- 2026-09-10: 70
- 2026-09-09: 70
- 2026-09-08: 70
- 2026-09-07: 69
- 2026-09-06: 69
- 2026-09-05: 65
- 2026-09-04: 65
- 2026-09-03: 65
- 2026-09-02: 65
- 2026-09-01: 65
- 2026-08-31: 65
- 2026-08-30: 66
- 2026-08-29: 56

## Common questions

### What is the io.github.pairbook-io/pairbook-mcp server?

io.github.pairbook-io/pairbook-mcp is listed in the public MCP registry as io.github.pairbook-io/pairbook-mcp. Portfolio risk analysis, correlation and ETF overlap for 4,700+ US stocks and ETFs. Free, no key. This page covers its npm package (pairbook-mcp).

### Is the io.github.pairbook-io/pairbook-mcp server safe to use?

io.github.pairbook-io/pairbook-mcp scores 75 out of 100 on VerifyMCP. We found no known CVEs affecting it as of 20 September 2026. It declares no install or post-install scripts. That is a record of what we were able to check automatically, not an endorsement. The category breakdown on this page shows every signal behind the number, including the ones we could not confirm.

### What tools does the io.github.pairbook-io/pairbook-mcp server expose?

io.github.pairbook-io/pairbook-mcp exposes 6 tools: compare_pair, symbol_profile, find_diversifiers, weekly_returns, resolve_symbol, analyze_portfolio. Their descriptions and schemas cost roughly 957 tokens of context every time the server is loaded.

### Is the io.github.pairbook-io/pairbook-mcp server still maintained?

io.github.pairbook-io/pairbook-mcp is still listed as active in the MCP registry. We last reached this channel on 20 September 2026. Those dates come from our own scans of the registry and the channel itself, not from anything the publisher announced.

### What licence is the io.github.pairbook-io/pairbook-mcp server under?

io.github.pairbook-io/pairbook-mcp declares the MIT licence, which is OSI-approved. That covers the source only, and says nothing about the cost of any service it calls.

## Links

- npm package: https://www.npmjs.com/package/pairbook-mcp
- Socket report: https://socket.dev/npm/package/pairbook-mcp
- Website: https://www.pairbook.io/
- Changelog RSS feed: https://verifymcp.io/servers/pairbook-io-pairbook-mcp/pairbook-mcp.xml
- Changelog JSON feed: https://verifymcp.io/servers/pairbook-io-pairbook-mcp/pairbook-mcp.json
- HTML version of this page: https://verifymcp.io/servers/pairbook-io-pairbook-mcp/pairbook-mcp