financekit-mcp 1.1.0

Financial Market Intelligence MCP Server — stock quotes, technical analysis, crypto data, and portfolio insights for AI agents

FinanceKit MCP

Financial Market Intelligence for AI Agents — real-time stock quotes, technical analysis, crypto data, and portfolio insights via the Model Context Protocol (MCP).

FinanceKit is an MCP server that gives Claude Code, Cursor, Windsurf, and any AI agent instant access to financial market data. No API keys required for stocks and crypto.

Use Cases

Here are concrete examples of what you can ask your AI agent once FinanceKit is installed:

• "Run full technical analysis on TSLA and tell me if it's a buy" — Get RSI, MACD, Bollinger Bands, ADX, Stochastic, and pattern detection with a plain-English signal summary
• "Compare AAPL vs MSFT vs GOOGL performance over the last 6 months" — Side-by-side returns, volatility, Sharpe ratio, and max drawdown
• "Analyze my portfolio: AAPL:50, NVDA:20, MSFT:30, AMZN:10" — Total value, sector allocation, concentration risk, and diversification score
• "What are the trending cryptocurrencies right now? Any worth watching?" — Top trending coins from CoinGecko with price data and momentum
• "Give me a market overview — how are the major indices doing?" — S&P 500, NASDAQ, Dow, VIX, and market sentiment in one call
• "Is Bitcoin overbought? Show me RSI and Bollinger Band analysis" — Full technical analysis works on crypto too, not just stocks

Why FinanceKit?

Feature	FinanceKit MCP	Yahoo Finance API	Alpha Vantage	TradingView
Works with Claude Code / Cursor	Yes	No	No	No
No API key needed	Yes	Yes	No (free tier)	No
Technical analysis built-in	10+ indicators	Raw data only	Limited	Manual
Crypto + stocks in one tool	Yes	Stocks only	Separate APIs	Manual
Portfolio analysis	Yes	No	No	No
MCP native (stdio + HTTP)	Yes	REST only	REST only	Web only
Free	Yes	Yes	Rate limited	Paid

Tools (12)

Stocks

Tool	Description
stock_quote	Current price, change, volume, P/E, market cap
company_info	Sector, financials, valuation metrics, description
multi_quote	Batch quotes for up to 10 tickers at once

Crypto

Tool	Description
crypto_price	Price, market cap, 1h/24h/7d changes, ATH data
crypto_trending	Top 10 trending coins on CoinGecko
crypto_search	Find coins by name or symbol
crypto_top_coins	Top N coins ranked by market cap

Technical Analysis

Tool	Description
technical_analysis	Full analysis: RSI, MACD, Bollinger Bands, SMA/EMA, ADX, Stochastic, ATR, OBV + pattern detection (Golden Cross, Death Cross, overbought/oversold) with plain-English signal summary
price_history	Historical OHLCV data with summary statistics

Market Overview

Tool	Description
market_overview	Major indices (S&P 500, NASDAQ, Dow), VIX, market sentiment

Portfolio & Comparison

Tool	Description
compare_assets	Side-by-side returns, volatility, Sharpe ratio, drawdown
portfolio_analysis	Total value, allocation weights, sector breakdown, concentration risk

Installation

Claude Code (recommended)

claude mcp add financekit -- uvx --from financekit-mcp financekit

Claude Desktop / Cursor / Windsurf

Add to your MCP configuration (claude_desktop_config.json, .cursor/mcp.json, etc.):

{
  "mcpServers": {
    "financekit": {
      "command": "uvx",
      "args": ["--from", "financekit-mcp", "financekit"]
    }
  }
}

Install via Smithery

npx -y @smithery/cli install @vdalhambra/financekit --client claude

Install via MCPize (hosted, no local install)

{
  "mcpServers": {
    "financekit": {
      "url": "https://financekit-mcp.mcpize.run/mcp"
    }
  }
}

From PyPI

pip install financekit-mcp
financekit

From source

git clone https://github.com/vdalhambra/financekit-mcp.git
cd financekit-mcp
uv sync
uv run financekit

Data Sources

• Stocks: Yahoo Finance (via yfinance) — free, no API key
• Crypto: CoinGecko API (free tier, 10K calls/month)
• Technical Indicators: Calculated locally using the ta library (RSI, MACD, Bollinger Bands, ADX, Stochastic, ATR, OBV)

All data is cached to minimize API calls: quotes (60s), historical data (1h), crypto (2min), company info (24h).

Examples

Technical Analysis Output

Symbol: AAPL
Current Price: 260.48
Indicators:
  RSI(14): 55.65 — neutral
  MACD: histogram positive — bullish momentum
  Bollinger Bands: price within bands — normal
  SMA(50): 260.84
  ADX: 18.3 — weak/no trend
Patterns:
  Golden Cross: false
  Overbought: false

Portfolio Analysis Output

Total Value: $45,230.50
Positions: 3
Concentration Risk: MODERATE
Sector Breakdown:
  Technology: 85.2%
  Communication Services: 14.8%

Compatible AI Agents

FinanceKit works with any AI agent or IDE that supports the Model Context Protocol:

• Claude Code (CLI) — claude mcp add
• Claude Desktop — claude_desktop_config.json
• Cursor — .cursor/mcp.json
• Windsurf — MCP settings
• Copilot — MCP configuration
• Any MCP client — stdio or HTTP transport

License

MIT