FinMind MCP server — Taiwan / global financial data for Claude, Gemini CLI, Cursor, Windsurf, and other MCP hosts
Project description
FinMind-MCP
FinMind 官方 Model Context Protocol server。 讓 Claude、Gemini CLI、Cursor、Windsurf 等支援 MCP 的 AI 工具,能用自然語言查 FinMind 75+ 種台股、期權、總經與全球金融資料。
倉庫同時收錄 FinMind Custom GPT 的 OpenAPI Action schema 與
編譯 instructions 工具——MCP server 與 Custom GPT 共用一份知識包
(knowledge/)。
快速開始
# 取 Token: https://finmindtrade.com/analysis/#/account/user
export FINMIND_TOKEN=your-token
# 一行裝
uvx finmind-mcp
# 或
pipx install finmind-mcp
在各 host 啟用
| Host | 安裝指引 |
|---|---|
| Claude Desktop | install/claude-desktop.md |
| Claude Code | install/claude-code.md |
| Cursor | install/cursor.md |
| Windsurf | install/windsurf.md |
| Gemini CLI | install/gemini-cli.md |
| Codex CLI | install/codex.md |
範例查詢
- 「台積電最近一個月股價」
- 「2330 三大法人近一週買賣」
- 「台積電今年每月營收」
- 「美元對台幣匯率近半年走勢」
完整範例見 knowledge/examples.md。
倉庫結構
FinMind-MCP/
├── src/finmind_mcp/ # MCP server source
├── tests/ # pytest 31 個測試
├── smoke.py # stdio smoke test
├── knowledge/ # SSOT markdown(dataset、行為規則、錯誤腳本、Q&A)
├── chatgpt/ # Custom GPT artifacts(OpenAPI + build script)
├── install/ # 各 host 安裝指引
└── docs/ # 設計 spec 與實作 plan
開發
uv venv --python 3.10
source .venv/bin/activate
uv pip install -e ".[dev]"
uv run pytest -v # 31 tests
uv run python smoke.py # stdio integration check
發佈
兩條 distribution(MCP 與 ChatGPT)共用一份 knowledge/,但發佈方式不同。
MCP server(Claude / Gemini / Cursor / Windsurf 線)— 推 tag 全自動
改完 knowledge/ 或程式碼後,推一個版本 tag 就好:GitHub Actions(.github/workflows/publish.yml)會自動 uv build → twine check → 用 PyPI Trusted Publishing(OIDC)發 PyPI。版本號由 tag 經 hatch-vcs 決定,不用改 pyproject.toml。
uv run pytest -q # 先確認測試過(CI 也會再跑一次)
git tag v0.1.0
git push origin v0.1.0 # → CI 自動 build + 發 PyPI
knowledge/ 由 hatch force-include 打包進 wheel(finmind_mcp/_knowledge/),server runtime 直接讀、不用 compile;發版後用戶 uvx finmind-mcp / pipx install finmind-mcp 即抓到新版。
首次需在 PyPI 設好 trusted publisher(project
finmind-mcp/ repoFinMind/FinMind-MCP/ workflowpublish.yml/ envpypi)。
Custom GPT(ChatGPT 線)— 產物自動 build、建 GPT 手動
GPT 的輸入由 chatgpt/build_instructions.py 編出來,CI 每次 push/PR 都會驗證它能 build 且 instructions 在 8000 字上限內。但 OpenAI 沒有公開 API 可程式化建立/更新 Custom GPT,最後一步要手動在 ChatGPT builder 完成:
python chatgpt/build_instructions.py
# 產出(gitignored,每次重生):
# - chatgpt/instructions.txt → 貼到 Custom GPT 的 instructions
# - chatgpt/knowledge_bundle.md → 上傳到 Custom GPT 的 Knowledge files
# - chatgpt/openapi.yaml → 在 Custom GPT Action 匯入(Bearer auth)
knowledge/ 改版後重跑上面指令、把三個檔重貼/重傳到 GPT 即可。各 host 的 MCP 安裝方式見 install/*.md。
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