financial-mcp-server

Give your AI agent real stock-market data. This is an MCP server with 42 tools for prices, technicals, fundamentals, news, earnings, options, analyst ratings, SEC filings, macro data, futures positioning, market-regime detection, and paper trading — usable by any MCP-compatible LLM or agent (Claude, Cursor, and more).

No API keys required to get started. Data comes from yfinance, SEC EDGAR, CFTC, Treasury.gov, and Google Trends.

Quick start (2 minutes)

You connect this server to your AI app once, then just talk to your agent normally — it calls the tools for you. There's nothing to run yourself.

Step 1 — Install a launcher

You need one of these on your machine:

• uv (recommended — runs the server without installing it):

  # macOS / Linux
  curl -LsSf https://astral.sh/uv/install.sh | sh
  # Windows (PowerShell)
  powershell -c "irm https://astral.sh/uv/install.ps1 | iex"
  

• or pip (Python 3.10+ already installed):

  pip install financial-mcp-server
  

Step 2 — Add it to your AI app

Pick your app below, paste the config, and restart the app. That's it.

{
  "mcpServers": {
    "financial-mcp": {
      "command": "uvx",
      "args": ["financial-mcp-server"]
    }
  }
}

claude mcp add financial-mcp -- uvx financial-mcp-server

{
  "mcpServers": {
    "financial-mcp": {
      "command": "uvx",
      "args": ["financial-mcp-server"]
    }
  }
}

command: uvx
args:    ["financial-mcp-server"]

Using pip instead of uv? Replace "command": "uvx", "args": ["financial-mcp-server"] with "command": "financial-mcp" everywhere above.

Step 3 — Verify it's working

In your agent, ask:

"What's the current price of AAPL?"

If it answers with a live price, you're connected. Other things to try:

• "Analyze NVDA — fundamentals, momentum, and a score."
• "What market regime are we in right now? Give me the full market brief."
• "Is TSLA overbought? Check the technicals."
• "When does AMZN report earnings, and what are analysts expecting?"
• "Show me recent SEC 10-K filings for Microsoft."
• "Scan AAPL, MSFT, GOOGL, AMZN and rank them."

What you can ask for (all 42 tools)

You don't call these directly — your agent picks the right one from your question. This is just a reference for what's available.

Analysis & Scoring

Price Action & Technicals

Company Intelligence

SEC EDGAR

Macro & Economic

Futures & Positioning

Sentiment & Trends

Market Intelligence

Portfolio & Paper Trading

Paper trades are saved to a local SQLite file (see FINANCIAL_MCP_DB_PATH below).

Optional settings

Everything works out of the box. These are only if you want to customize:

To set an env var in Claude Desktop / Cursor, add an "env" block to the config:

{
  "mcpServers": {
    "financial-mcp": {
      "command": "uvx",
      "args": ["financial-mcp-server"],
      "env": { "FRED_API_KEY": "your-key-here" }
    }
  }
}

Running as a standalone network server? financial-mcp --transport sse.

Troubleshooting

• Agent doesn't see the tools → fully restart the app after editing the config (Claude Desktop must be quit, not just closed).
• uvx: command not found → install uv (Step 1), or switch to the pip method (pip install financial-mcp-server, then use "command": "financial-mcp").
• Want to confirm the package runs at all? → uvx financial-mcp-server --help.

Changelog

See CHANGELOG.md for what changed in each release.

License

MIT