finpy-mcp 0.7.3

Finpy MCP Server — AI-powered asset management through conversation

finpy-mcp

Finpy MCP Server — Manage cap tables, deals, holdings, and financials through AI conversation.

Connect your favorite AI tool (Claude Desktop, Cursor, VS Code, Claude Code) to the Finpy platform and work with your financial data through natural language.

Features

• 76 asset management tools plus 13 Factor Markets tools (89 total)
• Cap table management — stakeholders, funding rounds, securities, transactions
• Deal flow — create deals, express interest, execute fundraising rounds
• Portfolio tracking — holdings, valuations, performance metrics (IRR, MOIC, TVPI)
• Financial reporting — income statements, balance sheets, cash flow statements
• Secure — OAuth device flow login, credentials stored locally, no passwords sent to AI

Quick Start

1. Install

pip install finpy-mcp

Or with uv:

# Install uv (if not already installed)
brew install uv

# Add uv tools to PATH (one-time setup)
echo 'export PATH="$HOME/.local/bin:$PATH"' >> ~/.zshrc
source ~/.zshrc

# Install finpy-mcp
uv tool install finpy-mcp

Already installed? Update:

pip install --upgrade finpy-mcp
# or
uv tool upgrade finpy-mcp

2. Login

finpy-cli login

Opens your browser automatically. Sign in on the Finpy web app, then return to your terminal.

3. Configure your AI client

Claude Desktop — Edit ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows):

{
  "mcpServers": {
    "finpy": {
      "command": "finpy-mcp"
    }
  }
}

Cursor — Edit .cursor/mcp.json:

{
  "mcpServers": {
    "finpy": {
      "command": "finpy-mcp"
    }
  }
}

Claude Code:

claude mcp add finpy -- finpy-mcp

Restart your AI client after configuring.

4. Start talking

Open a new conversation and say:

• "List my entities"
• "Show me the cap table for Nexotype"
• "Create a stakeholder John Doe as limited partner with 8% preferred return"
• "Create an income statement for 2026 with $1M revenue"

Available Tools (89)

Asset Manager tools are stateless: discover IDs with list_organizations() / list_entities(), then pass entity_id (and organization_id for create_entity) explicitly to each tool. There is no set_context — scope is an argument on every call. For the full per model capability map (which operations are exposed, and why some are web only), see documentation/capability-matrix.md.

Category	Tools
Context	list_organizations, list_entities, get_entity_details
Entity	create_entity, update_entity
Cap Table	list_stakeholders, create_stakeholder, update_stakeholder, list_funding_rounds, create_funding_round, list_securities, create_security, list_transactions, create_transaction, reverse_transaction, get_cap_table, list_commitments, list_positions, list_distributions
Deals	list_deals, create_deal, update_deal, update_deal_status, list_deal_commitments, express_interest, execute_deal
Holdings	list_holdings, create_holding, update_holding, list_valuations, create_valuation, update_valuation, delete_valuation, list_holding_cash_flows, create_holding_cash_flow, reverse_holding_cash_flow, list_deal_pipeline, create_pipeline_entry, update_pipeline_entry, delete_pipeline_entry, get_entity_performance, get_holdings_performance, get_stakeholder_returns
Financials	create_income_statement, update_income_statement, delete_income_statement, create_balance_sheet, update_balance_sheet, delete_balance_sheet, create_cash_flow_statement, update_cash_flow_statement, delete_cash_flow_statement, create_financial_metrics, update_financial_metrics, delete_financial_metrics, list_kpis, create_kpi, update_kpi, list_kpi_values, create_kpi_value, update_kpi_value, delete_kpi_value
Fees	list_fees, create_fee, update_fee, delete_fee
Audit	list_audit_trail, list_entity_audit_trail
Factor Markets	list_factormarkets_valuations, get_factormarkets_valuation, list_factormarkets_income_statements, list_factormarkets_balance_sheets, list_factormarkets_cash_flow_statements, list_backtest_results, and 7 more backtest tools

CLI Commands

finpy-cli login          # Login via browser (OAuth device flow)
finpy-cli login --basic  # Login with email/password (headless fallback)
finpy-cli logout         # Delete stored credentials
finpy-cli status         # Show auth status

Security

• Passwords never reach the AI — login happens in your browser
• Credentials stored locally in ~/.finpy/credentials.json (chmod 600)
• Automatic token refresh on expiry
• Delete is a soft delete only: the row is kept and can be restored from the web Trash page. MCP exposes delete on 8 leaf records without side effects (destructiveHint set); ledgers are reversed, never deleted. See documentation/capability-matrix.md.
• All API validations, permissions, and audit logging apply

Requirements

• Python 3.12+
• A Finpy account

Links

• Finpy Platform
• PyPI Package