The Finance Toolkit MCP
A financial analysis MCP server: 500+ methods from company statements, ratios, indicators, risk metrics and macro data
- 5,520 ★ on the repository
- Last commit
- MIT
Extended access
Why this level
- Goes to the network for financial data on your key
- Results are informational and do not replace investment decisions
Install
- Works in
Manual install
uvx --from "financetoolkit[mcp]" financetoolkit-mcp-setupLocal server: sets up the client config and key automatically.
Access and checks
How we reviewExtended accessThe tool runs code or makes network calls and only reads external data.
- Goes to the network for financial data on your key
- Results are informational and do not replace investment decisions
This is third-party code. Review the repository files before installing.
What it does
Finance Toolkit is an open-source financial analysis package available to the agent as an MCP server. It offers 500+ methods computed transparently from raw financial statements rather than pulled ready-made from third-party endpoints: the statements themselves, historical prices, analyst estimates, 100+ fundamental ratios, 55+ technical indicators, 85+ risk and performance metrics, econometric tests and macro indicators. You can connect to the hosted server with OAuth or run a local server that sets up the client config and key itself. Data access needs a Financial Modeling Prep key, with a Yahoo Finance fallback when the limit is reached.
Who it is for. For financial and investment analysts, market researchers and developers who need company metrics computed through an agent.
Good fit when
- You want ratios and metrics for a company computed right in the agent chat
- You need historical prices, statements and analyst estimates
- You want risk, performance and macro metrics without writing code
Not a fit when
- You have no Financial Modeling Prep key and the free tier is not enough
- You need data outside the provider's coverage, such as narrow local markets
Example request
Compute the key profitability and liquidity ratios for a company over the last five yearsMCP
- Transport
- http, stdio
- Authentication
- API key
Environment variables
FINANCIAL_MODELING_PREP_API_KEYrequired, secret- Financial Modeling Prep key for access to statements and data
Limitations
Full access needs a Financial Modeling Prep key: the free plan is limited in daily requests, history depth and mostly US-listed companies. The hosted server works over OAuth and does not store the key, while the local server is set up via uvx. Some data, such as macro databases, comes from separate sources.
How to disable. Remove the finance-toolkit entry from the MCP client config; for the local variant remove the financetoolkit package.
FAQ
Where do the values come from?
Methods are computed from raw financial statements rather than pulled ready-made from third-party endpoints, so the calculation is transparent.
Is a key required?
Full data access needs a Financial Modeling Prep key. When the limit is reached, some requests fall back to Yahoo Finance.
Discussion
No questions or reviews yet.
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README in short
The README presents Finance Toolkit as a transparent financial analysis package with hundreds of methods, available both as a Python package and as an MCP server. Over MCP you can query 500+ methods from Claude, Copilot, Cursor, Windsurf and other clients without code. Two paths exist: a hosted server with OAuth and a local run via uvx with automatic setup. Data needs a Financial Modeling Prep key, with a Yahoo Finance fallback on limits, and macro data from OECD and other sources. The server is also on Smithery and Glama, MIT licensed.