wrds-mcp

# wrds-mcp An MCP server that gives AI assistants (Claude Code, Claude Desktop, etc.) natural language access to [WRDS](https://wrds-www.wharton.upenn.edu/) financial data for credit and equity analysis. **29 tools** across bonds, credit ratings, financials, equity, loans, screening, and comps — plus a guarded SQL escape hatch and schema discovery for ad-hoc analysis. > **Requires a WRDS account.** This tool is a client for [WRDS (Wharton Research Data Services)](https://wrds-www.wharton.upenn.edu/). You must have your own WRDS subscription (academic or institutional) to use it. This project is not affiliated with, endorsed by, or sponsored by WRDS or the Wharton School. ## Prerequisites - Python 3.10+ - A [WRDS](https://wrds-www.wharton.upenn.edu/) account with access to the datasets you want to query (CRSP, Compustat, TRACE, FISD, DealScan, etc.) ## Installation ```bash pip install wrds-mcp ``` Or from GitHub: ```bash pip install git+https://github.com/marianosalinas/wrds-mcp.git ``` For development: ```bash git clone https://github.com/marianosalinas/wrds-mcp.git cd wrds-mcp pip install -e ".[dev]" ``` ## Configuration ### 1. WRDS Credentials Create a `.env` file in your working directory or set environment variables: ```bash WRDS_USERNAME=your_username WRDS_PASSWORD=your_password ``` Or copy the included example: ```bash cp .env.example .env ``` ### 2. Add to Claude Code Create a `.mcp.json` in your project directory: ```json { "mcpServers": { "wrds": { "command": "wrds-mcp", "type": "stdio" } } } ``` Or add to your global Claude Code settings (`~/.claude/settings.json`): ```json { "mcpServers": { "wrds": { "command": "wrds-mcp" } } } ``` ### 3. Add to Claude Desktop Add to your Claude Desktop config (`claude_desktop_config.json`): ```json { "mcpServers": { "wrds": { "command": "wrds-mcp" } } } ``` ## Tools ### Bonds (TRACE / FISD / bondret) | Tool | Description | |------|--…