financial-mcp-server 0.1.7

MCP server for AI-powered stock market intelligence

financial-mcp-server

MCP server for AI-powered stock market intelligence. 33 tools for any MCP-compatible AI agent.

No API keys required (FRED key optional). Market data from yfinance, SEC EDGAR, CFTC, Treasury.gov, and Google Trends.

Tools

Analysis & Scoring

Tool	What it does
analyze_ticker	Full analysis: fundamentals, momentum, composite score
scan_universe	Rank tickers by composite score
score_ticker	Composite score (0-100) with breakdown
get_fundamentals	PE, EV/EBITDA, P/B, dividend yield, market cap
get_momentum	30d/90d momentum, volatility, relative strength
get_price	Current price

SEC EDGAR

Tool	What it does
get_sec_filings	10-K, 10-Q, 8-K filings for any public company
get_insider_trades	Insider buys/sells (Forms 3/4/5)
search_sec_filings	Full-text search across all SEC filings

Macro & Economic

Tool	What it does
get_economic_indicator	Any FRED series (GDP, CPI, unemployment, etc.)
get_yield_curve	Treasury yield curve with inversion detection
get_economic_snapshot	Key indicators at a glance
get_treasury_rates	Average Treasury interest rates
get_treasury_yield_curve	Daily yield curve data (1mo-30yr)
get_treasury_auctions	Recent auction results

Futures & Positioning

Tool	What it does
get_futures_positioning	CFTC COT data for any commodity/index
get_smart_money_signal	Bullish/bearish signal from commercial hedgers

Sentiment & Trends

Tool	What it does
get_search_trends	Google Trends interest over time
get_trending_searches	Currently trending searches

Market Intelligence

Tool	What it does
detect_market_regime	BULL / BEAR / SIDEWAYS / HIGH_VOLATILITY / CRASH
get_regime_history	Monthly regime classification
get_vix_analysis	VIX level, percentile, fear signal
scan_anomalies	Volume spikes, gaps, 52w extremes, divergences
scan_volume_leaders	Unusual volume detection
scan_gap_movers	Significant gap ups/downs at open

Portfolio & Paper Trading

Tool	What it does
create_portfolio	Start a paper portfolio (capital, risk profile, horizon)
analyze_portfolio	Holdings, allocations, performance, and risk summary
get_holdings	Current positions with values
get_trades	Trade history (filter by status)
execute_buy	Buy shares at the current price
execute_sell	Sell shares at the current price
run_rebalance	Score a universe and execute buy/sell signals
check_risk	Stress score, scenario drawdowns, concentration

Paper-trading state is stored in a local SQLite DB (see FINANCIAL_MCP_DB_PATH below).

Install

pip:

pip install financial-mcp-server
financial-mcp

uvx (no install):

uvx financial-mcp-server

Claude Desktop (claude_desktop_config.json):

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

Claude Code:

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

Configuration

The server speaks stdio by default (what uvx, Claude Desktop, and Claude Code use). For a network/SSE server instead, run financial-mcp --transport sse (or set FINANCIAL_MCP_TRANSPORT=sse).

Optional environment variables:

Variable	Purpose	Default
FRED_API_KEY	Unlocks FRED macro tools (free key)	unset (FRED tools limited)
FINANCIAL_MCP_DB_PATH	Where paper-trading SQLite data lives	~/.financial-mcp/financial_mcp.db
FINANCIAL_MCP_CONFIG	Path to a custom config.yaml	bundled defaults
FINANCIAL_MCP_TRANSPORT	stdio or sse	stdio

No config file is required — sensible defaults are built in.

License

MIT