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Finance Tools Mcp

Created By
VoxLink-orga year ago
finance-tools-mcp: A Financial Analysis MCP Server https://github.com/VoxLink-org/finance-tools-mcp Overview The finance-tools-mcp , modified from investor-agent, is a Model Context Protocol (MCP) server that provides comprehensive financial insights and analysis to Large Language Models. It leverages real-time market data, news, and advanced analytics to help users obtain: Detailed ticker reports including company overview, news, key metrics, performance, dates, analyst recommendations, and upgrades/downgrades. Options data highlighting high open interest. Historical price trends for stocks. Essential financial statements (income, balance sheet, cash flow) formatted in millions USD. Up-to-date institutional ownership and mutual fund holdings. Current and historical CNN Fear & Greed Index data and trend analysis. Prompts related to core investment principles and portfolio construction strategies. Earnings history and insider trading activity. Breaking world news from CNBC. FRED series search results. Technical indicators using ta-lib-python.
Overview

What is Finance Tools Mcp?

Finance Tools Mcp is a Model Context Protocol (MCP) server designed to provide comprehensive financial insights and analysis to Large Language Models, modified from the investor-agent framework.

How to use Finance Tools Mcp?

To use Finance Tools Mcp, deploy the server using the command uvx finance-tools-mcp and access its features through the provided API endpoints.

Key features of Finance Tools Mcp?

  • Detailed ticker reports including company overview, news, key metrics, and performance.
  • Options data highlighting high open interest.
  • Historical price trends for stocks.
  • Essential financial statements formatted in millions USD.
  • Up-to-date institutional ownership and mutual fund holdings.
  • Current and historical CNN Fear & Greed Index data.
  • Prompts related to investment principles and portfolio construction strategies.
  • Earnings history and insider trading activity.
  • Breaking world news from CNBC.
  • Technical indicators using ta-lib-python.

Use cases of Finance Tools Mcp?

  1. Analyzing stock performance and trends.
  2. Generating detailed financial reports for investment decisions.
  3. Monitoring market sentiment through the CNN Fear & Greed Index.
  4. Assisting in portfolio construction and management strategies.

FAQ from Finance Tools Mcp?

  • What kind of data does Finance Tools Mcp provide?

It provides detailed financial insights, including ticker reports, historical trends, and institutional ownership data.

  • Is Finance Tools Mcp suitable for individual investors?

Yes! It is designed to assist both individual and institutional investors with comprehensive financial analysis.

  • How can I access the server?

You can access the server by deploying it locally and using the provided API endpoints.

Server Config

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