Finance Toolkit

Created By

JerBouma4 hours ago

The Finance Toolkit gives AI assistants access to 200+ financial metrics, all calculated transparently from raw financial statements, not pulled from third-party endpoints.

# finance

# fundamental-analysis

Overview Content Tools Comments

Overview

The Finance Toolkit gives AI assistants access to 200+ financial metrics, all calculated transparently from raw financial statements, not pulled from third-party endpoints.

This therefore gives access to:

Core data: financial statements (income, balance sheet, cash flow), historical prices, quotes, analyst estimates, earnings & dividend calendars, geographic and product revenue segmentation
Fundamental analysis: 80+ profitability, solvency, liquidity, valuation and efficiency ratios
Technical indicators: 30+ momentum, volatility, breadth and overlap indicators
Risk & performance: 20+ performance, factor models, VaRs and GARCH metrics
Economics: 50+ macro indicators, government data and fixed income metrics
And more..

A key with Financial Modeling Prep is needed to access 30+ years (or quarters) of financial statements to perform the calculations on. Authenticate once with your FMP API key via OAuth. No key is stored on the server.

To combat rate limits and plan restrictions, there is a built in fall-back system with Yahoo Finance when data acquisition from Financial Modeling Prep is unsuccessful. Accessing large macro databases from OECD and GMBD is also done independently of your current subscription.

Server Config

{
  "mcpServers": {
    "finance-toolkit": {
      "command": "uvx",
      "args": [
        "--from",
        "financetoolkit[mcp]",
        "financetoolkit-mcp"
      ],
      "env": {
        "FINANCIAL_MODELING_PREP_API_KEY": "YOUR_API_KEY_HERE"
      }
    }
  }
}

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