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Finance Toolkit MCP Server

@JerBouma

代码仓库

基本信息

分类

开发工具

传输方式

stdio

作者

JerBouma

提交者

Jeroen Bouma

关于 Finance Toolkit MCP Server

The Finance Toolkit gives AI assistants access to 200+ financial metrics, all calculated

#finance#fundamental-analysis#financetoolkit#python#opensource#technical-analysis#macro-economics#risk-management#performance-management

Finance Toolkit MCP Server 配置

使用下面的配置,将此服务器添加到你的 MCP 客户端。

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

Finance Toolkit MCP Server 工具

25

Pre-computed efficiency ratios (asset turnover, inventory turnover, days sales outstanding, days payable outstanding, cash conversion cycle). Requires tickers='AAPL' — use comma-separated values for multiple tickers. Use instead of raw financial statements. Supports quarterly=true and start_date/end_date. Available indicators: get_days_of_inventory_outstanding, get_days_of_sales_outstanding, get_operating_cycle, get_days_of_accounts_payable_outstanding, get_cash_conversion_cycle, get_cash_conversion_efficiency, get_receivables_turnover, get_inventory_turnover_ratio, get_accounts_payables_turnover_ratio, get_sga_to_revenue_ratio, get_fixed_asset_turnover, get_asset_turnover_ratio, get_operating_ratio.

Pre-computed liquidity ratios (current ratio, quick ratio, cash ratio, working capital). Requires tickers='AAPL' — use comma-separated values for multiple tickers. Use instead of raw financial statements. Supports quarterly=true and start_date/end_date. Available indicators: get_current_ratio, get_quick_ratio, get_cash_ratio, get_working_capital, get_operating_cash_flow_ratio, get_operating_cash_flow_sales_ratio, get_short_term_coverage_ratio.

Pre-computed profitability ratios (gross margin, operating margin, net margin, ROE, ROA, ROIC, ROCE). Requires tickers='AAPL' — use comma-separated values for multiple tickers. Use instead of raw financial statements. Supports quarterly=true and start_date/end_date. Available indicators: get_gross_margin, get_operating_margin, get_net_profit_margin, get_interest_coverage_ratio, get_income_before_tax_profit_margin, get_effective_tax_rate, get_return_on_assets, get_return_on_equity, get_return_on_invested_capital, get_return_on_capital_employed, get_return_on_tangible_assets, get_income_quality_ratio, get_net_income_per_ebt, get_free_cash_flow_operating_cash_flow_ratio, get_EBT_to_EBIT, get_EBIT_to_revenue.

Pre-computed solvency ratios (debt-to-equity, interest coverage, debt-to-assets, net debt to EBITDA). Requires tickers='AAPL' — use comma-separated values for multiple tickers. Use instead of raw financial statements. Supports quarterly=true and start_date/end_date. Available indicators: get_debt_to_assets_ratio, get_debt_to_equity_ratio, get_debt_service_coverage_ratio, get_equity_multiplier, get_free_cash_flow_yield, get_net_debt_to_ebitda_ratio, get_cash_flow_coverage_ratio, get_capex_coverage_ratio, get_capex_dividend_coverage_ratio.

Pre-computed valuation ratios (P/E, EPS, EV/EBITDA, EV/EBIT, P/B, P/S, PEG, dividend yield, FCF yield, market cap). Requires tickers='AAPL' — use comma-separated values for multiple tickers. Use instead of raw financial statements. Supports quarterly=true and start_date/end_date. Available indicators: get_earnings_per_share, get_revenue_per_share, get_price_to_earnings_ratio, get_price_to_earnings_growth_ratio, get_book_value_per_share, get_price_to_book_ratio, get_interest_debt_per_share, get_capex_per_share, get_earnings_yield, get_dividend_payout_ratio, get_dividend_yield, get_weighted_dividend_yield, get_price_to_cash_flow_ratio, get_price_to_free_cash_flow_ratio, get_market_cap, get_enterprise_value, get_ev_to_sales_ratio, get_ev_to_ebit, get_ev_to_ebitda_ratio, get_ev_to_operating_cashflow_ratio, get_tangible_asset_value, get_net_current_asset_value.

Market breadth technical indicators (McClellan Oscillator, OBV, Advance/Decline Line, Chaikin). Applied to price data automatically — no need to fetch prices first. Requires tickers='AAPL' — use comma-separated values for multiple tickers. Available indicators: get_mcclellan_oscillator, get_advancers_decliners, get_on_balance_volume, get_accumulation_distribution_line, get_chaikin_oscillator.

Momentum technical indicators (RSI, MACD, Stochastic Oscillator, Williams %R, Aroon). Applied to price data automatically — no need to fetch prices first. Requires tickers='AAPL' — use comma-separated values for multiple tickers. Available indicators: get_money_flow_index, get_williams_percent_r, get_aroon_indicator, get_commodity_channel_index, get_relative_vigor_index, get_force_index, get_ultimate_oscillator, get_percentage_price_oscillator, get_detrended_price_oscillator, get_average_directional_index, get_chande_momentum_oscillator, get_ichimoku_cloud, get_stochastic_oscillator, get_moving_average_convergence_divergence, get_relative_strength_index, get_balance_of_power.

Overlap technical indicators (SMA, EMA, Bollinger Bands, Keltner Channels). Applied to price data automatically — no need to fetch prices first. Requires tickers='AAPL' — use comma-separated values for multiple tickers. Available indicators: get_moving_average, get_exponential_moving_average, get_double_exponential_moving_average, get_trix, get_triangular_moving_average.

Volatility technical indicators (ATR, True Range). Applied to price data automatically — no need to fetch prices first. Requires tickers='AAPL' — use comma-separated values for multiple tickers. Available indicators: get_bollinger_bands, get_true_range, get_average_true_range, get_keltner_channels.

Pre-computed financial models (WACC, DuPont analysis, Altman Z-Score, Piotroski F-Score, intrinsic value/DCF). Requires tickers='AAPL' — use comma-separated values for multiple tickers. Supports quarterly=true and start_date/end_date. Available indicators: get_altman_z_score, get_dupont_analysis, get_enterprise_value_breakdown, get_extended_dupont_analysis, get_gorden_growth_model, get_intrinsic_valuation, get_piotroski_score, get_present_value_of_growth_opportunities, get_weighted_average_cost_of_capital.

Pre-computed risk-adjusted performance metrics (Sharpe ratio, Sortino ratio, Alpha, Beta, CAPM, Fama-French factors). Requires tickers='AAPL' — use comma-separated values for multiple tickers. Does NOT support period='daily'; use weekly, monthly, quarterly, or yearly instead. Available indicators: get_alpha, get_beta, get_capital_asset_pricing_model, get_compound_growth_rate, get_factor_asset_correlations, get_factor_correlations, get_fama_and_french_model, get_information_ratio, get_jensens_alpha, get_m2_ratio, get_sharpe_ratio, get_sortino_ratio, get_tracking_error, get_treynor_ratio, get_ulcer_performance_index.

Pre-computed risk metrics (VaR, CVaR, GARCH volatility, max drawdown, skewness, kurtosis). Requires tickers='AAPL' — use comma-separated values for multiple tickers. Does NOT support period='daily'; use weekly, monthly, quarterly, or yearly instead. Available indicators: get_conditional_value_at_risk, get_entropic_value_at_risk, get_garch, get_garch_forecast, get_kurtosis, get_maximum_drawdown, get_skewness, get_ulcer_index, get_value_at_risk.

Option pricing and Greeks (Black-Scholes model, binomial tree, delta, gamma, theta, vega, rho, implied volatility). Requires tickers='AAPL' — use comma-separated values for multiple tickers. Available indicators: get_binomial_model, get_black_scholes_model, get_charm, get_color, get_delta, get_dual_delta, get_dual_gamma, get_epsilon, get_gamma, get_implied_volatility, get_lambda, get_option_chains, get_partial_derivative, get_rho, get_speed, get_stock_price_simulation, get_theta, get_ultima, get_vanna, get_vega, get_vera, get_veta, get_vomma, get_zomma.

Government fiscal metrics by country (debt, deficit, expenditure, revenue, tax revenue, trust in government). Requires countries='United States' — use comma-separated values for multiple countries. Do NOT use tickers= for this tool. Supports start_date/end_date and quarterly=true. Available indicators: get_government_debt, get_government_debt_to_gdp_ratio, get_government_deficit, get_government_deficit_to_gdp_ratio, get_government_expenditure, get_government_expenditure_to_gdp_ratio, get_government_revenue, get_government_revenue_to_gdp_ratio, get_government_tax_revenue, get_government_tax_revenue_to_gdp_ratio, get_trust_in_government.

Macroeconomic indicators by country (GDP, CPI, inflation rate, trade balance, imports, exports, investment, consumption, business/consumer confidence, house prices, rent prices, exchange rates). Requires countries='United States' — use comma-separated values for multiple countries. Do NOT use tickers= for this tool. Supports start_date/end_date and quarterly=true. Available indicators: get_business_confidence_index, get_composite_leading_indicator, get_consumer_confidence_index, get_consumer_price_index, get_current_account_balance, get_current_account_balance_to_gdp_ratio, get_exchange_rates, get_exports, get_exports_to_gdp_ratio, get_fixed_investment, get_fixed_investment_to_gdp_ratio, get_gross_domestic_product, get_gross_domestic_product_deflator, get_house_prices, get_imports, get_imports_to_gdp_ratio, get_inflation_rate, get_investment, get_investment_to_gdp_ratio, get_money_supply, get_rent_prices, get_share_prices, get_total_consumption, get_total_consumption_to_gdp_ratio.

Environmental and ESG data. For ESG scores (E, S, G ratings) use tickers='AAPL'. For carbon footprint and renewable energy data use countries='United States'. This is the only tool that accepts BOTH tickers= and countries= depending on the indicator. Available indicators: get_carbon_footprint, get_renewable_energy, get_esg_scores.

Labour and social metrics by country (unemployment rate, labour productivity, population statistics, poverty rate, income inequality). Requires countries='United States' — use comma-separated values for multiple countries. Do NOT use tickers= for this tool. Supports start_date/end_date and quarterly=true. Available indicators: get_income_inequality, get_labour_productivity, get_population_statistics, get_poverty_rate, get_unemployment_rate.

Interest rate data (central bank policy rates, short/long-term rates, government bond yields, ICE BofA corporate bond series, EURIBOR, ECB rates, Federal Reserve rates). Requires countries='United States' — use comma-separated values for multiple countries. Do NOT use tickers= for this tool. Supports start_date/end_date and quarterly=true. Available indicators: get_central_bank_policy_rate, get_short_term_interest_rate, get_long_term_interest_rate, get_government_bond_yield, get_euribor_rates, get_european_central_bank_rates, get_federal_reserve_rates, get_ice_bofa_effective_yield, get_ice_bofa_option_adjusted_spread, get_ice_bofa_total_return, get_ice_bofa_yield_to_worst.

Bond and derivative valuation calculations (bond duration, present value, yield-to-maturity, derivative pricing). No tickers or countries needed — provide bond/derivative parameters (e.g. face_value, coupon_rate, maturity) directly as arguments. Available indicators: get_derivative_price, get_duration, get_present_value, get_yield_to_maturity.

Market discovery tools (lists of stocks/ETFs/cryptocurrencies, stock screener, gainers, losers, sector performance, earnings/dividend calendars). No tickers or countries needed. Available indicators: get_biggest_gainers, get_biggest_losers, get_commodity_list, get_crypto_list, get_delisted_stocks, get_etf_list, get_forex_list, get_index_list, get_most_active_stocks, get_sectors_performance, get_stock_list, get_stock_screener, get_stock_shares_float.

Raw financial data (historical prices, income statement, balance sheet, cash flow statement, company profile, quotes, analyst estimates, dividend/earnings calendars, statistics). Use this ONLY for raw data needs — for pre-computed ratios, performance, risk, or model metrics use the dedicated tools instead. Requires tickers='AAPL' — use comma-separated values for multiple tickers. Available indicators: get_analyst_estimates, get_balance_sheet_statement, get_cash_flow_statement, get_dividend_calendar, get_earnings_calendar, get_historical_data, get_historical_statistics, get_income_statement, get_intraday_data, get_profile, get_quote, get_rating, get_revenue_geographic_segmentation, get_revenue_product_segmentation, get_statistics_statement, get_treasury_data.

List all available metric categories and how many tools each contains. Use this first to understand what is available, then call ``list_metrics_by_category`` with a specific category name. Returns: str: Markdown table of categories, tool counts, and descriptions.

List every available metric/tool within a category. Args: category: One of the category names returned by ``list_categories``, e.g. ``ratios``, ``technicals``, ``economics``, ``discovery``. Returns: str: Markdown table of tool names and their descriptions for the requested category, or an error message if the category is unknown.

Search across all metrics by keyword with typo tolerance. Supports minor typos and common financial abbreviations. Tokens shorter than four characters bypass fuzzy matching and require an exact substring hit. Args: query: Free-text search string, e.g. ``'debt'``, ``'moving average'``, ``'sharpe'``, or ``'retun on equty'``. Returns: str: Markdown table of matching tools sorted by relevance score, or a guidance message when no strong matches are found.

Search for ticker symbols by company name, symbol, CIK, CUSIP, or ISIN. Args: query: The search term, e.g. ``'Apple'``, ``'META'``, ``'0000320193'``. search_method: Lookup strategy — one of ``'name'``, ``'symbol'``, ``'cik'``, ``'cusip'``, or ``'isin'``. Defaults to ``'name'``. Returns: str: Formatted Markdown table of matching instruments, or an error message if the search fails.

概览

What is Finance Toolkit?

Finance Toolkit gives AI assistants access to 200+ financial metrics calculated transparently from raw financial statements. It integrates with Financial Modeling Prep, Yahoo Finance, OECD, and GMBD to provide core financial data, fundamental analysis, technical indicators, risk and performance metrics, and economic indicators.

How to use Finance Toolkit?

Authenticate once with your Financial Modeling Prep (FMP) API key via OAuth; no key is stored on the server. The server automatically falls back to Yahoo Finance when FMP data acquisition is unsuccessful.

Key features of Finance Toolkit

  • 200+ financial metrics calculated from raw statements.
  • Core data: income, balance sheet, cash flow statements.
  • 80+ profitability, solvency, liquidity, valuation ratios.
  • 30+ momentum, volatility, breadth technical indicators.
  • 20+ performance, factor models, VaR, GARCH metrics.
  • 50+ macro indicators, government data, fixed income.

Use cases of Finance Toolkit

  • Analyze a company’s financial health using comprehensive ratios.
  • Retrieve historical prices, quotes, and analyst estimates.
  • Track earnings and dividend calendars across markets.
  • Evaluate risk with factor models and value-at-risk calculations.
  • Explore macro and government economic data sets.

常见问题

1

What data sources does Finance Toolkit use?

Financial Modeling Prep as primary source, with built-in fallback to Yahoo Finance. Macro data comes from OECD and GMBD independently.

2

Do I need an API key to use Finance Toolkit?

Yes, a Financial Modeling Prep API key is required. Authenticate once via OAuth; the key is not stored on the server.

3

How does Finance Toolkit handle rate limits?

There is a built-in fall-back system using Yahoo Finance when data acquisition from Financial Modeling Prep is unsuccessful due to rate limits or plan restrictions.

4

What financial periods are available?

The toolkit accesses 30+ years (or quarters) of financial statements from Financial Modeling Prep for its calculations.

5

Does Finance Toolkit store my API key?

No. You authenticate with your FMP API key through OAuth, and no key is stored on the server.

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