Firma MCP server

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

• add_balance

  Upsert a balance sheet entry for a period \u2014 also used to edit an existing entry (same composite key overwrites). sub_type: cash|investment|other (assets) or short_term|long_term (liabilities)

• add_flow

  Upsert a cash flow entry for a period \u2014 also used to edit an existing entry (same composite key overwrites). sub_type for income: salary|business|dividends|interest|income_other. For expense: personal|insurance|phone|utilities|rent|maintenance|loan_repayment|expense_other

• add_txn

  Record a stock transaction (buy, sell, deposit, dividend, tax)

• delete_balancewrite action

  Delete balance entries for a period. If category is provided, only that single entry is removed; otherwise all entries for the period are deleted.

• delete_flowwrite action

  Delete flow entries for a period. If category is provided, only that single entry is removed; otherwise all entries for the period are deleted.

• delete_txnwrite action

  Delete a transaction by id

• edit_txnwrite action

  Update fields of an existing transaction by id. Only provided fields are changed.

• report_settle

  Read-only summary for a period: balance sheet + cash flow entries with computed totals (net_worth, net_flow). Use this to review month-end settlement results after entries are recorded via add_balance / add_flow. Defaults to the current month.

• show_balance

  Get balance sheet entries (assets and liabilities). Optionally filter by period (YYYY-MM)

• show_earnings

  Fetch earnings calendar. Without a ticker, returns upcoming earnings for all held tickers. With a ticker, returns history + upcoming.

• show_financials

  Fetch SEC-reported financials for a ticker. Returns key income statement, cash flow, and balance sheet metrics extracted from XBRL filings.

• show_flow

  Get cash flow entries (income and expenses). Optionally filter by period (YYYY-MM)

• show_insider

  Fetch recent insider buy/sell transactions for a ticker from Finnhub. transactionCode: P=buy, S=sell, A=award, G=gift, M=exercise

• show_news

  Fetch recent company news for a ticker from Finnhub

• show_portfolio

  Get current stock holdings with average cost and cached prices

• show_prices

  Get cached stock prices for all synced tickers

• show_txns

  List transactions, optionally filtered by ticker symbol

• sync_prices

  Fetch latest stock prices from Finnhub and update local cache. Requires finnhub_api_key in ~/.firma/config.json

• Code scan3 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
• Maintenancerepository not readable: repo not found3/15
• Maintainer identityno repository or website to verify2/10

Safety score

55/100

higher than 10% of 48,255 servers

Tools

18

the typical server has 7

Tools that change things

22%

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

Downloads a week

42

more than 34% of 12,191 servers with a package

Firma: common questions

Is Firma MCP server safe?

With care: it is graded C, so read the findings first (55/100). Read the Firma safety report

How do I install Firma?

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

Does Firma need an API key?

Yes. The registry entry asks for FINNHUB_API_KEY.

Is Firma maintained?

The latest release is v0.4.2.

How does Firma compare with other MCP servers?

safety score 55/100 (higher than 10% of 48,255 servers); tools 18 (the typical server has 7); tools that change things 22% (typical: 0%. Fewer write tools means less an agent can break). Full comparison.