Finance Tools MCP server

The finance-tools-mcp is a Model Context Protocol (MCP) server that provides comprehensive financial analysis capabilities for Large Language Models. It offers a suite of tools for accessing ticker data, market sentiment indicators, financial calculations, and macroeconomic information, enabling detailed financial research and analysis.

Prerequisites

• Python 3.10 or higher
• Package Manager: uv

Installation

First, install uv if you haven't already:

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

Then, run the finance-tools-mcp server using uvx:

uvx finance-tools-mcp

Configuration Options

To use your own FRED API key:

FRED_API_KEY=YOUR_API_KEY uvx finance-tools-mcp

To run the server with Server-Sent Events (SSE) transport:

uvx finance-tools-mcp --transport sse

Combined options:

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

Using the Server

Available Financial Tools

Ticker Data Tools

• get_ticker_data: Comprehensive report for a ticker including overview, news, metrics, performance, and analyst recommendations
• get_options: Options data with highest open interest, filterable by date, strike price, and option type
• get_price_history: Historical price data with technical indicators and risk metrics
• get_financial_statements: Income, balance sheet, and cash flow statements (quarterly or annual)
• get_institutional_holders: Major institutional and mutual fund holders
• get_earnings_history: Earnings reports with estimates and surprises
• get_insider_trades: Recent insider trading activity
• get_ticker_news_tool: Latest Yahoo Finance news for a specific ticker

Market Sentiment Tools

• get_current_fng_tool: Current CNN Fear & Greed Index score and rating
• get_historical_fng_tool: Historical Fear & Greed Index data
• analyze_fng_trend: Analysis of Fear & Greed Index trends

Calculation Tools

• calculate: Evaluates mathematical expressions using Python's math syntax and NumPy

Macro Data Tools

• get_current_time: Current time information
• get_fred_series: Data for specific FRED series IDs
• search_fred_series: Search for popular FRED series by keyword
• cnbc_news_feed: Latest breaking world news from CNBC, BBC, and SCMP

Integration with MCP Clients

To use finance-tools-mcp with Claude Desktop, add this configuration to your claude_desktop_config.json:

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

Debugging

Use the MCP inspector to debug the server:

npx @modelcontextprotocol/inspector uvx finance-tools-mcp

Alternative method:

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

Log Locations

• 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