Finance MCP server

Read from the package source without running it. The installed server may list more.

• check_connection

  Tests the configured price feed and its Yahoo Finance fallback.

• compare_symbols

  Compares relative strength, price correlation, and return performance between two tickers.

• get_company_financials

  Headline financials taken straight from the company's filed XBRL on SEC EDGAR — revenue, net income, diluted EPS, assets, liabilities, cash, equity and shares outstanding. Every figure carries the form and filing date it came from.

• get_company_profile

  Everything worth knowing about a company, in one call. Start here.

• get_data_sources

  Configuration and remaining quota for every external data source, plus how to raise the limits. Use this when a data tool fails or seems rate-limited.

• get_earnings

  Next earnings date, historical EPS estimates vs actuals, and — critically — whether the upcoming date is CONFIRMED or merely Yahoo's ESTIMATE.

• get_economic_calendar

  Upcoming US macroeconomic events with their scheduled date, time and — where the release has already happened — the number that came out.

• get_edgar_filings

  SEC EDGAR filings, as close to real time as a public feed allows — timestamps carry the second the SEC accepted the document.

• get_insider_activity

  Parsed SEC Form 4 insider transactions — who traded, when, at what price, and crucially **whether the sale was made under a Rule 10b5-1 plan**.

• get_insider_trades

  Recent insider transactions as Yahoo reports them — a quick summary view.

• get_institutional_holdings

  Latest 13F-HR portfolio for an institutional manager — every reported position, largest first. Accepts a ticker (BRK-B) or a raw CIK (1067983).

• get_journal_summary

  Queries local Trading Journal DB for win rate, total trades, average confidence, and recent trade logs.

• get_macro_data

  Historical macroeconomic series from the BLS with month-over-month and year-over-year changes — the numbers behind the inflation and labour narrative.

• get_market_analysis

  Price action and 50+ technical indicators for a symbol, reported as measured values with each indicator's own standard reading (oversold / overbought, above / below its signal line, inside / outside its band).

• get_multi_timeframe

  Performs multi-timeframe analysis across Daily (D), 1-Hour (H1), and 15-Min (M15) for a symbol to compute a Confluence Score.

• get_news

  Fetches the most recent news headlines for a given stock using Yahoo Finance. Crucial for analyzing fundamental catalysts or identifying the source of technical momentum breakouts.

• get_ohlcv

  Fetches raw OHLCV (Open, High, Low, Close, Volume) candlestick bars for a symbol. Use when you need the price series itself — to eyeball recent action or do your own maths. For indicators use get_technical_indicators; for a verdict use get_market_analysis.

• get_options_analytics

  Options analytics beyond a raw chain: implied-volatility rank and percentile against the past year of realised volatility, the ATM straddle's implied move, put/call skew, and Black-Scholes greeks for near-the-money strikes.

• get_options_chain

  Option chain around the money, with IV rank and the market-implied expected move at the top — the two numbers that tell you whether the board is cheap or dear and how far it is priced to travel.

• get_sec_filings

  Fetches the most recent SEC filings (10-K, 10-Q, 8-K) and their URLs. Provides raw access to corporate regulatory documents.

• get_sector_heatmap

  Scans the 11 major S&P sector ETFs (Technology, Financials, Energy, Healthcare, Industrial, Consumer, Utilities, Real Estate, Materials) by momentum to identify sector rotation.

• get_short_interest

  Fetches short interest metrics (Short % of Float, Days to Cover / Short Ratio, Shares Short) for squeeze or squeeze-fade thesis.

• get_technical_indicators

  Returns the latest calculated technical indicator values in markdown table format. Use when you want the raw indicator numbers to reason over yourself. If you want the numbers already interpreted into a BUY/SELL verdict, call get_market_analysis instead.

• get_unusual_options

  Scans for unusual options activity (Volume > Open Interest or high IV > 50%) to detect smart money positioning.

• get_updates

  What has actually changed since a point in time: new SEC filings, macro releases that have printed, and outsized price moves.

• get_volume_profile

  Volume-by-price for a symbol: point of control, value area, and the high and low volume nodes around the current price.

• log_journal_entry

  Logs a trade, market thesis, or trading theorem to the local Trading Journal database. Includes atomic file writing & de-duplication protection.

• read_filing

  Read a named section out of a company's latest filing, or search its text.

• scan_watchlist

  Scans a list of stock tickers, calculates consensus score & regime, and returns a ranked verdict table.

• set_alert

  Sets a local price or technical indicator alert for a ticker (e.g. "RSI < 30" or "PRICE > 250").

• validate_bls_key

  Test a BLS registration key against the live API and report which tier it unlocks.

• Code scan34 source files scanned25/25
• –Live reliabilityno gateway calls yet and no remote to proben/a
• –Tool poisoningtools not inspected (local package is not executed); not countedn/a
• Auth qualitystatic API keys via environment variables6/15
• Maintenancelast push 16 days ago15/15
• Maintainer identityregistry namespace matches repository owner; GitHub account older than a year8/10

Safety score

83/100

higher than 77% of 2,174 E-commerce servers

Tools

31

the typical E-commerce server has 6

Tools that change things

0%

typical: 0%. Fewer write tools means less an agent can break

GitHub stars

3

more than 85% of 1,047 E-commerce servers

Downloads a week

36

more than 33% of 411 E-commerce servers with a package

Finance MCP: common questions

Is Finance MCP server safe?

Mostly: it is graded B (83/100). Read the Finance MCP safety report

How do I install Finance MCP?

It runs on your machine. Copy the Claude Code, Cursor, VS Code or Claude Desktop config from the install section.

Does Finance MCP need an API key?

Yes. The registry entry asks for WEBULL_APP_KEY, WEBULL_APP_SECRET, SAXO_ACCESS_TOKEN, BLS_API_KEY.

Is Finance MCP maintained?

The last commit was 16 days ago (2026-10-19). The latest release is v0.3.1.

What can I use instead of Finance MCP?

Servers from other publishers that do the same job: Polymarket Toolkit MCP server, Konduto MCP server and Longbridge MCP server. Compare all Finance MCP alternatives.

How does Finance MCP compare with other E-commerce MCP servers?

safety score 83/100 (higher than 77% of 2,174 E-commerce servers); tools 31 (the typical E-commerce server has 6); tools that change things 0% (typical: 0%. Fewer write tools means less an agent can break). Full comparison.