finance-tools-mcp 0.0.9

A Model Context Protocol server for a collection of financial tools, https://github.com/VoxLink-org/finance-tools-mcp, modified from [investor-agent](https://github.com/ferdousbhai/investor-agent)

finance-tools-mcp: A Financial Analysis MCP Server

https://github.com/VoxLink-org/finance-tools-mcp

Overview

The finance-tools-mcp , modified from investor-agent, is a Model Context Protocol (MCP) server that provides comprehensive financial insights and analysis to Large Language Models. It leverages real-time market data, news, and advanced analytics to help users obtain:

• Detailed ticker reports including company overview, news, key metrics, performance, dates, analyst recommendations, and upgrades/downgrades.
• Options data highlighting high open interest.
• Historical price trends for stocks.
• Essential financial statements (income, balance sheet, cash flow) formatted in millions USD.
• Up-to-date institutional ownership and mutual fund holdings.
• Current and historical CNN Fear & Greed Index data and trend analysis.
• Prompts related to core investment principles and portfolio construction strategies.
• Earnings history and insider trading activity.
• Breaking world news from CNBC.
• FRED series search results.
• Technical indicators using ta-lib-python.

The server integrates with yfinance for market data retrieval and fetches Fear & Greed data from CNN.

It also includes tools for calculating mathematical expressions and technical indicators using ta-lib-python.

And Macro economic indicators using fredapi.

And breaking world news from cnbc.com.

Make sure to also enable web search functionality if you would like to incoporate latest news in your analysis.

Sample Report

Prerequisites

• Python: 3.10 or higher
• Package Manager: uv

Installation

First, install uv if you haven't already:

curl -LsSf https://astral.sh/uv/install.sh | sh

Then, you can run the finance-tools-mcp MCP server using uvx:

uvx finance-tools-mcp

If you want to use your own FRED API key, you can set it as an environment variable:

FRED_API_KEY=YOUR_API_KEY uvx finance-tools-mcp

You can also run the server using Server-Sent Events (SSE) transport:

uvx finance-tools-mcp --transport sse

Or with the FRED API key and SSE transport:

FRED_API_KEY=YOUR_API_KEY uvx finance-tools-mcp --transport sse

Usage with MCP Clients

To integrate finance-tools-mcp with an MCP client (for example, Claude Desktop), add the following configuration to your claude_desktop_config.json:

{
  "mcpServers": {
    "investor": {
        "command": "path/to/uvx/command/uvx",
        "args": ["finance-tools-mcp"],
    }
  }
}

Debugging

You can leverage the MCP inspector to debug the server:

npx @modelcontextprotocol/inspector uvx finance-tools-mcp

or

npx @modelcontextprotocol/inspector uv --directory  ./ run finance-tools-mcp

For log monitoring, check the following directories:

• macOS: ~/Library/Logs/Claude/mcp*.log
• Windows: %APPDATA%\Claude\logs\mcp*.log

Development

For local development and testing:

1. Use the MCP inspector as described in the Debugging section.
2. Test using Claude Desktop with this configuration:

{
  "mcpServers": {
    "investor": {
      "command": "path/to/uv/command/uv",
      "args": ["--directory", "path/to/finance-tools-mcp", "run", "finance-tools-mcp"],
    }
  }
}

License

This MCP server is licensed under the MIT License. See the LICENSE file for details.

Samples

• carvana_analysis.md
• palantir_analysis.md
• pdd_analysis_20250503.md
• meli_se_shop_comparison_20250504.md

Todo

• Add supporting levels and resistance levels for stocks
• Add Fibonacci retracement levels for stocks
• Add moving average confluence levels for stocks
• [-] Add option model for prediction