fintools-mcp 0.6.0

Fintools Core — free MCP connector with basic quotes and Pro upgrade gates

fintools-mcp

Fintools Core is the free MCP connector for Fintools.

It verifies that Claude, Codex, Cursor, or another MCP-compatible assistant can connect to Fintools and fetch basic market data. The market-context workflow tools are paid Fintools Pro capabilities.

See VISION.md for the public product direction and guardrails.

Core vs Pro

Fintools has two surfaces:

Edition	What it is	Included
Fintools Core	Free connector/demo tier	MCP connection check, product info, basic stock quote, data/cache status
Fintools Pro	Paid local market-context desk	trend score, technical indicators, support/resistance, screens, breakout discovery, ticker comparison, options context, sizing math, market snapshot/day-context gates, winner-similarity ranking, playbooks

Core is intentionally limited. If a user asks Core for a Pro workflow, the tool returns upgrade_required instead of pretending to compute something it does not include.

Core Tools

Tool	What it does
about_fintools	Explains Core vs Pro and routes Pro-only requests honestly
check_connection	Confirms the MCP server is connected
get_stock_quote	Fetches a basic stock quote
get_data_source_stats	Shows cache status and provider request counters

Pro-Gated Tools

These tool names are present in Core as hard paywall stubs. They return upgrade_required in Core and are implemented in Fintools Pro:

• get_trend_score
• get_technical_indicators
• get_support_resistance
• screen_stocks
• find_breakouts
• compare_tickers
• analyze_options_chain
• get_option_quote
• calculate_position_size
• calculate_atr_position
• analyze_trades
• get_market_snapshot
• winner_similarity_scan

Quick Start

Install

pip install fintools-mcp

Or with uv:

uv pip install fintools-mcp

Add to Claude Desktop

Edit ~/Library/Application Support/Claude/claude_desktop_config.json:

{
  "mcpServers": {
    "fintools": {
      "command": "uv",
      "args": ["run", "--from", "fintools-mcp", "fintools-mcp"]
    }
  }
}

Or if installed via pip:

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

Add to Claude Code

claude mcp add fintools -- uv run --from fintools-mcp fintools-mcp

CLI Checks

fintools-mcp --version
fintools-mcp --about

Example Core Prompts

Once configured, ask:

• "Check the Fintools connection."
• "What does Fintools Core include?"
• "Get a basic quote for SPY."
• "Show Fintools data-source stats."

If you ask for trader workflow analysis:

What's SPY's trend score?

Core returns:

{
  "error": "upgrade_required",
  "required_edition": "Fintools Pro"
}

That boundary is deliberate. Core proves the connection works. Pro is the market-context and research layer.

Data Sources

• Basic stock quotes: Yahoo Finance
• Cache: enabled by default at ~/.cache/fintools-mcp
• No API keys are needed for Core.

Cache controls:

FINTOOLS_CACHE_ENABLED=0                 # disable cache
FINTOOLS_CACHE_DIR=/path/to/cache        # override cache location
FINTOOLS_QUOTE_CACHE_TTL_SECONDS=15      # default quote TTL

Development

git clone https://github.com/slimbiggins007/fintools-mcp.git
cd fintools-mcp
uv sync
uv run python -m fintools_mcp  # starts the MCP server

Run tests:

uv run pytest

Guardrails

Fintools is read-only market-analysis software. It is not a broker, signal service, hedge fund, raw-data vendor, or investment adviser. It does not place trades, route orders, manage funds, or provide buy/sell/hold recommendations.

License

MIT