mcp-finance 0.1.1

An MCP server providing finance tools: a yfinance wrapper, computed analytics, and financial calculators.

Finance MCP

An MCP server of finance tools: a yfinance market-data wrapper plus deterministic financial calculators. (Computed analytics and analysis prompts are planned.)

Immediate roadmap:

1. Additional yfinance wrappers - financial statements, news, etc.

• get_analyst_data (recommendations, price targets, estimates)
• search_symbols (resolve a company name to a ticker)

2. Computed analytics

• get_key_metrics (P/E, EV/EBITDA, margins, ROE, FCF yield from financials+quote)
• analyze_performance (return, volatility, max drawdown from price history)

3. analyze_stock + compare_stocks — user-invoked slash commands that orchestrate the existing 14 tools into a methodology
4. Public free data requiring keys - add optional extensions for fed data for interest rates, etc.
5. Portfolio tools - add tools for portfolio analysis to extend specific stock functionality

Tools

Market data (yfinance)

• get_quote — current price snapshot for one or more tickers: price, change, day/52-week ranges, market cap (batched; cached briefly).
• get_price_history — OHLCV bars plus a computed summary for a ticker, by period and interval (long windows are truncated; the summary covers the full window).
• get_financials — income statement, balance sheet, or cash flow (annual or quarterly) as line items by period; values in the company's reporting currency, with an optional line-item filter.
• get_company_profile — sector, industry, market cap, P/E, beta, business summary, plus recent dividends and stock splits.

Time value & loans

• time_value_of_money — solve any one of present/future value, payment, rate, or periods (compound interest, annuities, CAGR); supports begin-of-period (annuity-due).
• loan_schedule — monthly payment, total interest, and optional amortization schedule for a fixed-rate loan/mortgage (nominal APR compounded monthly).

Cashflow valuation

• npv — net present value of equally-spaced cashflows (cashflow[0] at t=0).
• irr — internal rate of return; returns all real roots and flags non-uniqueness.
• mirr — modified IRR; single-valued given finance and reinvestment rates.
• xnpv / xirr — NPV/IRR of cashflows on actual calendar dates (Actual/365).

Rates & fixed income

• convert_rate — nominal ↔ effective annual rate (discrete or continuous compounding).
• bond_price — price plus Macaulay/modified duration and convexity at a given yield (priced on a coupon date).
• bond_ytm — yield to maturity from a bond's market price.

The calculators are pure and deterministic; the market-data tools fetch live data (briefly cached) and surface source errors clearly. All tools return typed, structured results and report invalid inputs as clear errors.

Run

uv run mcp-finance        # stdio MCP server

Add to an MCP client (e.g. Claude) as:

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