mcp-finance 0.1.2

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, computed analytics, and deterministic financial calculators. (Analysis prompts are planned.)

Immediate roadmap:

1. Additional yfinance wrappers - get_news (recent headlines for a ticker)

2. More computed analytics

• compare_peers (rank a set of tickers across key metrics)

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.
• get_analyst_data — sell-side analyst consensus: price targets, consensus recommendation, and the recent rating trend (analyst counts over the last four months).
• search_symbols — resolve a company or instrument name to ticker symbol(s), best match first, across all instrument types (equity, ETF, crypto, …).

Analytics

• get_key_metrics — valuation/profitability/leverage ratios (P/E, EV/EBITDA, margins, ROE, debt/equity, FCF, EPS, …) as reported by Yahoo; units noted per field.
• analyze_performance — total & annualized return, annualized volatility, max drawdown, and 50/200-day SMAs computed from the daily price series.

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 and analytics 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"] } } }