Finance Tools MCP server

The finance-tools-mcp server is a powerful Model Context Protocol (MCP) server that provides comprehensive financial analysis capabilities to Large Language Models. It offers various tools for stock analysis, market sentiment evaluation, macroeconomic data retrieval, and more, enabling deep financial research through a standardized protocol.

Installation Requirements

Prerequisites

• Python 3.10 or higher
• The uv package manager (recommended)

Setting Up the Server

First, install the uv package manager:

curl -LsSf https://astral.sh/uv/install.sh | sh

Make sure uv is in your system's PATH. You might need to restart your terminal or add ~/.cargo/bin to your PATH.

Run the finance-tools-mcp server using uvx:

uvx finance-tools-mcp

For enhanced macroeconomic data access, include a FRED API key:

FRED_API_KEY=YOUR_API_KEY uvx finance-tools-mcp

To use Server-Sent Events (SSE) transport:

uvx finance-tools-mcp --transport sse

Or combine both options:

FRED_API_KEY=YOUR_API_KEY uvx finance-tools-mcp --transport sse

Connecting with MCP Clients

To connect the server with an MCP client like Claude Desktop, add this configuration to your claude_desktop_config.json:

{
  "mcpServers": {
    "investor": {
        "command": "path/to/uvx/command/uvx",
        "args": ["finance-tools-mcp"],
    }
  }
}

Available Financial Tools

Ticker Data & Analysis

• get_ticker_data(ticker: str): Comprehensive report with company overview, metrics, and sector information
• get_price_history(ticker: str, period: "1d"/"5d"/"1mo"/"3mo"/"6mo"/"1y"/"2y"/"5y"/"10y"/"ytd"/"max"): Historical price data with technical analysis
• get_financial_statements(ticker: str, statement_type: "income"/"balance"/"cash", frequency: "quarterly"/"annual"): Financial statement data
• get_earnings_history(ticker: str): Detailed earnings history
• get_ticker_news_tool(ticker: str): Latest news articles for a specific ticker

Holdings Analysis

• get_top25_holders(ticker: str): Top 25 institutional holders for a stock
• get_insider_trades(ticker: str): Recent insider trading activity

Option Analysis

• super_option_tool(ticker: str): Option data analysis including Greeks and implied volatility

Market Sentiment & Macroeconomic Data

• get_overall_sentiment_tool(): Market sentiment indicators including Fear & Greed Index
• get_historical_fng_tool(days: int): Historical Fear & Greed Index data
• analyze_fng_trend(days: int): Trend analysis of the Fear & Greed Index
• get_current_time(): Current time in ISO 8601 format
• get_fred_series(series_id: str): Data for a specific FRED economic series
• search_fred_series(query: str): Search for FRED series by keyword
• cnbc_news_feed(): Latest breaking stock market news
• social_media_feed(keywords: list[str] = None): Investment discussions from Reddit

Calculation Tools

• calculate(expression: str): Evaluates mathematical expressions using Python's math syntax

Debugging

You can use the MCP inspector to debug the server:

npx @modelcontextprotocol/inspector uvx finance-tools-mcp

or

npx @modelcontextprotocol/inspector uv --directory ./ run finance-tools-mcp

Log files can be found in:

• macOS: ~/Library/Logs/Claude/mcp*.log
• Windows: %APPDATA%\Claude\logs\mcp*.log

How to install this MCP server

For Claude Code

To add this MCP server to Claude Code, run this command in your terminal:

claude mcp add-json "investor" '{"command":"uvx","args":["finance-tools-mcp"]}'

See the official Claude Code MCP documentation for more details.

For Cursor

There are two ways to add an MCP server to Cursor. The most common way is to add the server globally in the ~/.cursor/mcp.json file so that it is available in all of your projects.

If you only need the server in a single project, you can add it to the project instead by creating or adding it to the .cursor/mcp.json file.

Adding an MCP server to Cursor globally

To add a global MCP server go to Cursor Settings > Tools & Integrations and click "New MCP Server".

When you click that button the ~/.cursor/mcp.json file will be opened and you can add your server like this:

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

Adding an MCP server to a project

To add an MCP server to a project you can create a new .cursor/mcp.json file or add it to the existing one. This will look exactly the same as the global MCP server example above.

How to use the MCP server

Once the server is installed, you might need to head back to Settings > MCP and click the refresh button.

The Cursor agent will then be able to see the available tools the added MCP server has available and will call them when it needs to.

You can also explicitly ask the agent to use the tool by mentioning the tool name and describing what the function does.

For Claude Desktop

To add this MCP server to Claude Desktop:

1. Find your configuration file:

• macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
• Windows: %APPDATA%\Claude\claude_desktop_config.json
• Linux: ~/.config/Claude/claude_desktop_config.json

2. Add this to your configuration file:

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

3. Restart Claude Desktop for the changes to take effect