Shibui Finance is a free MCP server that connects Claude to 64 years of US stock market data. These guides cover setup, usage, and specific workflows. The comparisons show where Shibui fits relative to established tools and what each does better.
All of these guides share the same foundation: Model Context Protocol (MCP), the open standard Claude uses to connect to outside data. Instead of uploading spreadsheets or pasting figures Claude might misread, you give it a live, read-only connection to a real financial database and ask questions in plain English. Every guide below is free, uses the same two-minute setup, and returns structured results you can check against the query that produced them. If a guide describes something Shibui cannot do, it says so, because a how-to that hides the limits wastes your time.
Where should I start?
If you are new, the fastest path is the quickstart, How to Get Stock Data into Claude. It walks through the two-minute MCP connection and shows the kinds of questions you can ask once Claude is connected. If you would rather understand what sits behind that connection first, Connect Claude to 64 Years of Stock Data covers what is actually in the pre-built database and why you do not need to assemble it yourself.
From there, pick the guide that matches what you want to do:
- Screen the market by describing criteria in plain English with How to Screen Stocks with AI, including conditions that span multiple periods, like "free cash flow grew every year for five years," or jump straight to the best free stock screeners comparison.
- Screen for VCP setups using Mark Minervini's trend template with How to Screen for VCP Setups with AI, or jump straight to the VCP Screener. For Darvas box breakouts, see the Darvas Box Screener. For SMA crossover signals, see the Golden Cross Screener.
- Screen for CAN SLIM stocks using O'Neil's 7 criteria with How to Screen for CAN SLIM Stocks with AI, or jump straight to the CAN SLIM Screener.
- Screen for earnings surprises and consecutive beat streaks with How to Screen for Earnings Surprises with AI, or jump straight to the Earnings Surprise Screener.
- Run a Munger quality deep-dive on any stock - revenue trends, cash flow quality, balance sheet health, ROIC, and valuation - with How to Run a Munger Quality Screen with AI.
- Screen by financial strength using the pre-computed Piotroski F-Score with the Piotroski F-Score Screener.
- Screen for earnings manipulation using eight forensic indices with the Beneish M-Score Screener, or follow the step-by-step Beneish M-Score screening guide.
- Screen for bankruptcy risk using five financial ratios with the Altman Z-Score Screener, or follow the step-by-step Altman Z-Score screening guide.
- Rank stocks by momentum leadership using the O'Neil-style weighted return with the RS Rating Screener, or follow the step-by-step RS Rating screening guide.
- Screen by total capital return (dividends + buybacks + debt paydown) with the Shareholder Yield Screener, or follow the step-by-step Shareholder Yield screening guide.
- Screen for cheap stocks with momentum using O'Shaughnessy's six-metric composite with the Trending Value Screener, or follow the step-by-step Trending Value screening guide.
- Screen for quality compounders with consistent ROIC, stable margins, and revenue growth using the Quality Compounder Screener.
- Screen for deep value and net-nets using Graham's criteria with the Graham Value Screener, or follow the step-by-step Graham value screening guide.
- Screen for AAOIFI compliance alongside your own filters with How to Screen Halal Stocks with AI, or jump straight to the Halal Stock Screener.
- Stop Claude from inventing numbers by giving it a verified database with Stop Claude from Hallucinating Financial Data.
- Use ChatGPT instead of Claude? See How to Get Stock Data into ChatGPT for setup, or the ChatGPT landing page for the overview.
- Compare Shibui to a tool you already use before switching anything, using the comparisons further down this page.
The methodology section below groups screeners by investment approach, so you can jump directly to momentum and technical setups, value investing, quality scoring, earnings and risk analysis, or compliance screening.
Every guide is free to read, links to the same two-minute setup, and is honest about what Shibui does not do: end-of-day US equities only, not institutional-grade, no real-time quotes. The data sources page has the full coverage and limitations list, and the about page covers who builds Shibui and why.
Guides
One-click MCP setup. No code, no API keys, no CSV uploads.
The database is already built. Connect in 2 minutes.
Daily-refreshed database, not training data. What "live" means and what data Claude gets.
Connect ChatGPT to 64 years of US stock market data via developer mode app.
Hub page: why AI hallucinates financial data, how MCP grounding fixes it, and guides for Claude and ChatGPT.
AI fabricates financial numbers with false confidence. The structural fix moves the hallucination from data to query.
Give Claude a verified database via MCP instead of relying on training data.
Why ChatGPT invents numbers and the structural fix via MCP.
Why database grounding works at the protocol level, with production error rates from 115,000+ queries.
9,300 production queries compared on the same database. Error rates, SQL patterns, and which model fits which workflow.
What to trust, what not to, and how to verify. Trust taxonomy with production evidence.
Pre-loaded database vs. API passthrough servers compared.
Why MCP is replacing REST APIs for AI-native financial analysis.
Natural language screening with temporal depth across 10,000+ US companies.
Free, no API key, works on all Claude plans.
Connect now →Methodologies
Each methodology below is grouped by investment approach: momentum and breakout setups, value and capital return, quality scoring, earnings and risk analysis, and compliance screening. Screener pages explain what the tool checks and compare it to alternatives. Companion guides walk through each methodology step by step with example prompts. For how AI screening works in general, see the best free stock screeners comparison.
Momentum and Technical Setups
Growth-momentum hybrid screens, trend-template breakout setups, relative strength rankings, and price-action crossover signals.
O'Neil's 7 criteria: earnings growth, new highs, institutional ownership, and market direction.
O'Neil's 7 criteria mapped to Shibui data. Step-by-step methodology with honest limitations.
O'Neil-style momentum leadership: weighted 12-month returns, percentile ranked 1-99 across the market.
Weighted quarterly returns, RS divergence detection, CAN SLIM integration, and momentum backtesting.
Minervini's volatility contraction pattern: trend template, tight bases, and breakout setups.
Mark Minervini's trend template, volatility contraction, and breakout setups in plain English.
New highs, box consolidation, and breakout setups across the US market.
50-day vs 200-day SMA crossovers, trend alignment, and crossover backtesting.
Value Investing and Capital Return
Deep-value screens from Graham's Security Analysis, composite valuation rankings from O'Shaughnessy, and total capital return analysis including buybacks and debt reduction.
Below book value, net-net (NCAV), earnings stability, and margin of safety from Security Analysis.
Defensive Investor criteria, net-net screening, Graham Number, and margin of safety step by step.
O'Shaughnessy's top strategy: six-metric composite value ranked by momentum.
Value Composite Two, momentum sort, quality overlays, and historical backtesting step by step.
Total capital return: dividends + buybacks + debt paydown as a percentage of market cap.
Three-component yield, dividend trap detection, hidden capital returners, and capital allocation trends.
Quality and Financial Strength
Scoring models for profitability, balance sheet health, consistent earnings growth, and durable competitive advantages.
Pre-computed financial strength score (0-9) combined with valuation, size, and technical filters.
Consistent ROIC, stable margins, revenue growth, and low debt checked across multiple quarters.
5-step deep-dive: revenue trends, cash flow quality, balance sheet health, ROIC, and valuation.
4, 6, 8+ consecutive quarters of earnings or revenue growth across 10,000+ US stocks.
Earnings Quality and Risk Detection
Earnings surprise analysis and post-earnings drift, forensic accounting screens for manipulation, and quantitative bankruptcy risk models.
EPS beats, misses, consecutive beat streaks, and post-earnings price drift across 10,000+ US stocks.
EPS actual vs. estimate, revenue context, beat streaks, and PEAD studies in plain English.
Eight forensic indices flag earnings manipulation across 10,000+ US stocks from annual financials.
Step-by-step forensic screening: individual index breakdown, Piotroski pairing, and historical validation.
Five ratios estimate bankruptcy probability. Original and Z'' non-manufacturing variants across 10,000+ stocks.
Step-by-step distress screening: original vs Z'' model, three-score forensic suite, and trend tracking.
Compliance Screening
Shariah-compliant stock filtering using AAOIFI financial ratios combined with fundamental overlays and custom scoring.
AAOIFI compliance ratios combined with fundamental analysis and custom scoring.
AAOIFI compliance checks, custom scoring thresholds, and sector exclusions step by step.
SEC Filings
Shibui gives Claude access to 6.4 million SEC EDGAR filing records, including insider transactions (Forms 3/4/5) and major holder disclosures (Schedules 13D/13G). Query filing activity, insider buying patterns, and activist positions in plain English.
Insider trades, major holders, and 342 form types - overview and example queries.
Screen the whole market for insider purchases, combined with fundamentals and technicals.
Track Form 3/4/5 transactions: cluster buying, net buy/sell value, insider timing.
Track activist investor positions and major institutional holders above 5%.
Triage the filing feed by market cap and event type. 8-K filtering and watchlists.
Every section explained: transaction codes, derivative tables, signal flags, ownership types.
When insider selling is routine (10b5-1, tax withholding) and when it matters.
Workflows
The guides above target investors who want to screen and analyze stocks interactively. These workflow guides target builders wiring Shibui into automated pipelines, scheduled tasks, and agent workflows.
Define screening criteria in plain English, schedule daily runs, get structured results.
Automated daily checks on your positions: technical levels, fundamental changes, and alert conditions.
Migrate from fragile Yahoo Finance scraping to a pre-loaded database with side-by-side code comparison.
Scheduled 8-K triage, insider cluster buying detection, 13D activist tracking, and watchlist monitors.
Comparisons
Shibui is not trying to replace a charting platform or a research terminal. These comparisons are honest about where each tool is stronger. The short version: Shibui is built for screening across the whole market and across time in plain English, while the established tools are stronger at real-time charts, polished dashboards, or single-company research. Each comparison page lays out what the other tool does better before explaining where Shibui fits.
Screening across time vs. preset dropdown filters on current values.
Fundamental screening depth vs. real-time charting and Pine Script.
Pattern detection across the market vs. polished research dashboards.
Cross-market screening vs. individual company research with KPIs.
Halal compliance verdicts vs. analytical depth with custom scoring.
Pre-loaded database vs. rate-limited API passthrough for Claude.
Stable pre-loaded database vs. unofficial API scraper for Claude.
Pre-loaded database vs. fundamentals-focused API passthroughs.
Five screeners compared side by side: price, historical depth, AI screening, real-time data.
Where to get free US fundamental data you can export after QuickFS shut down in 2026.
Deep value data, screening, and ownership tracking for less than GuruFocus Premium.
Deep fundamental screening, with and without portfolio tracking.
AI-native financial research tools compared, including the free options.
Financial data free, via API, or in plain English instead of spreadsheet formulas.
Deep fundamentals and analyst estimates, compared on price, coverage, and AI access.
Switching from a specific tool? See all the stock tool alternatives in one place.
Connect Shibui to Claude in 2 minutes
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