Fintools
Fintools gives AI assistants a local market-analysis toolbelt: computed quotes, trend context, technical levels, screens, options context, sizing math, candidate ranking, and repeatable playbooks.
The public package in this repository is a lightweight connector and documentation hub. It lets Claude, Codex, Cursor, or another MCP-compatible assistant prove that Fintools can run locally and fetch basic quote data. The full Fintools MCP package is a paid local download that contains the complete read-only market-analysis desk.
Fintools is not a broker, signal service, hedge fund, raw-data vendor, or investment adviser. It does not place trades. The point is simple: the AI writes around tool output instead of inventing market numbers.
What Fintools MCP Includes
The paid Fintools MCP package includes the full local toolbelt:
| Area | Tools |
|---|---|
| Market / price context | get_stock_quote, get_market_snapshot |
| Technical analysis | get_technical_indicators, get_trend_score, get_support_resistance |
| Screening / ranking | screen_stocks, find_breakouts, winner_similarity_scan, compare_tickers |
| Options context | analyze_options_chain, get_option_quote |
| Risk / sizing | calculate_position_size, calculate_atr_position |
| Trade analytics | analyze_trades |
| Ops / data source | get_data_source_stats |
The buyer package also includes playbooks, sample reports, setup notes, guardrails, and report structure so the assistant gives useful market context with explicit caveats.
Get Fintools MCP:
https://whop.com/fintools/fintools-mcp/
Founding code:
FOUNDING
Public Connector Quick Start
The public connector is useful for testing MCP wiring before buying or installing the full package.
pip install fintools-mcp
Add it to Claude Code:
claude mcp add fintools -- uv run --from fintools-mcp fintools-mcp
Ask:
Check the Fintools connection.
Then ask:
Get a basic quote for SPY.
If you ask the public connector for the full market-analysis toolbelt, it returns upgrade_required instead of pretending to compute something it does not include.
Docs
| Page | What it covers |
|---|---|
| Introduction | What Fintools is, what it is not, and why it exists |
| Quick Start | Install the public connector, connect an MCP client, and verify the setup |
| Paid Package | What ships in the paid Fintools MCP package |
| Guardrails | Read-only design, no trade recommendations, and "not checked" caveats |
| MCP Setup | Claude Code, Claude Desktop, Cursor-style MCP config, and reload checks |
| Media Kit | Screenshot and demo-clip checklist for GitHub, Whop, and launch posts |
Guides
| Guide | What it shows |
|---|---|
| Market Health Check | Asking about broad market context without hallucinated numbers |
| Candidate Scan | Finding and triaging names with Fintools MCP workflows |
| Watchlist Review | Reviewing existing names and surfacing what changed |
| Options Context | Separating market setup from options-chain context |
Broker Boundary
Fintools is broker-agnostic. Users can layer their own broker API, broker MCP, or account system into the same AI assistant workflow for live account data, positions, executable quotes, options-chain vetting, order routing, fills, and realized P&L. That broker layer is separate from Fintools.
Use Fintools for market context and research. Use your broker API/MCP or account system for broker truth and any execution workflow. Fintools itself remains read-only and does not place trades.
Development
git clone https://github.com/slimbiggins007/fintools-mcp.git
cd fintools-mcp
uv sync
uv run python -m fintools_mcp
uv run pytest
License
The public connector in this repository is MIT licensed. The paid Fintools MCP package is distributed separately.
1 maintainer
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