Finance Tools Mcp

by VoxLink-org

412 downloads

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Finance

About

finance-tools-mcp: A Financial Analysis MCP Server

Details

Author: VoxLink-org
Downloads: 412
Categories: Finance

Setting up with Highlight

This MCP is not yet compatible with Highlight’s one-click setup. However, you can still use it with Highlight by following these steps:

Download and install Highlight from highlightai.com/download
Navigate to the plugins tab and select "Add Custom Plugin"
Configure the plugin with the settings below

Plugin Name Finance Tools Mcp

Command (node, npx, python, etc.)

Please refer to the README for specific instructions on how to obtain API keys or other required environment variables.
Enable "Start Automatically" if you want the plugin to start when Highlight launches

Setting up with Cursor

Open Cursor's settings
Navigate to the MCP section
Click "Add new Global MCP server"
Copy and paste the configuration below based on your operating system

JSON

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

JSON

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

JSON

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

Setting up with Claude Desktop

Open Claude Desktop's settings
Go to the Integrations tab
Click "Add MCP Server"
Use the configuration below based on your operating system

Note: Make sure Claude Desktop is running before attempting to connect.

JSON

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

JSON

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

JSON

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

Setting up with Windsurf

Open Windsurf's preferences
Go to the Integrations section
Click "Add MCP Integration"
Use the configuration below based on your operating system

JSON

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

JSON

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

JSON

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

Setting up with Cline

Open Cline's settings
Navigate to the Integrations section
Click "Add MCP Server"
Copy and paste the configuration below based on your operating system

Note: Make sure to restart Cline after adding the configuration.

JSON

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

JSON

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

JSON

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

Setting up with Goose

Open Goose's preferences
Go to the Integrations tab
Select "MCP Servers"
Click "Add New Server"
Use the configuration below based on your operating system

JSON

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

JSON

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

JSON

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

From the repository

—

`get_ticker_data`

Get comprehensive report for ticker: overview, news, metrics, sector / industry valuation, performance, dates, analyst recommendations, and upgrades/downgrades.

`get_price_history`

Get historical price data digest for specified period. There're two kinds of response mode: 1. The period mode. It will generate a digest for LLM consumption. Usually get at least 3 months, 6 months or more. The response includes OCHLCV samples, Technical Indicators (by ta-lib) , Risk Metrics, and other quantitative analysis. 2. The start_date and end_date mode. Once the start_date (yyyy-mm-dd) and end_date (yyyy-mm-dd) are specified, it will generate a raw OCHLCV data in the slot. And no digest will be generated in this mode. Useful for checking the price history of a specific short date range.

`get_financial_statements`

Get financial statements. Types: income, balance, cash. Frequency: quarterly, annual.

`get_earnings_history`

Get earnings history with estimates and surprises.

`get_ticker_news_tool`

For getting yahoo financial news of a ticker. Useful for getting latest news, especially for doing deep research.

`super_option_tool`

Analyzes and summarizes option data for a given ticker. This function retrieves option indicators and Greeks for the specified ticker, generates a digest summarizing key metrics, and formats a table of key option data including last trade date, strike, option type, open interest, volume, and implied volatility. Args: ticker: Stock ticker symbol.

`get_top25_holders`

Get top 25 institutional holders and their changes for a given stock ticker.

`get_insider_trades`

Get recent insider trading activity.

`get_overall_sentiment_tool`

Get comprehensive market sentiment indicators including: - CNN Fear & Greed Index (score and rating) - Market RSI (Relative Strength Index) - VIX (Volatility Index) Returns: str: Formatted string containing all three indicators with their current values

`get_historical_fng_tool`

Get historical CNN Fear & Greed Index data for a specified number of days. Parameters: days (int): Number of days of historical data to retrieve (limited by the API). Returns: str: Historical Fear & Greed Index values for the specified period.

`analyze_fng_trend`

Analyze trends in CNN Fear & Greed Index over specified days. Parameters: days (int): Number of days to analyze (limited by available data). Returns: str: A string containing the analysis results, including latest value, average value, trend direction, and number of data points analyzed.

`calculate`

Calculate the result of a mathematical expression. Support python math syntax and numpy. > "2 * 3 + 4" > "sin(pi/2)" > "sqrt(16)" > "np.mean([1, 2, 3])"

`get_current_time`

Get the current time in ISO 8601 format.

`get_fred_series`

Get a FRED series by its ID. However the data is not always the latest, so use with caution!!!

`search_fred_series`

Search for the most popular FRED series by keyword. Useful for finding key data by name. Like GDP, CPI, etc. However the data is not always the latest.

`cnbc_news_feed`

Get the latest breaking stock market news from CNBC. Useful to have an overview for the day. Include the Fed rate prediction from Fed watch and key macro indicators.

`social_media_feed`

Get most discussed stocks and investments opinions from reddit. Useful to know what investors are talking about. keywords is optional. Set keywords to match the specific topic you are interested in, by 'OR' operator, e.g. ['tsla', 'tesla'], ['tesla', 'spacex'], ['AAPL', 'apple', 'tim cook', 'cook'] No keywords will return the most discussed stocks and investments.

Claude Desktop / Cursor

Paste into your MCP client config file to install this server.

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

McpServers

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

https://www.reddit.com/r/RooCode/comments/1kdplt9/by_using_roo_code_and_mcp_i_just_built_an/

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About

Details

Jump to

Setting up with Highlight

From the repository

get_ticker_data

get_price_history

get_financial_statements

get_earnings_history

get_ticker_news_tool

super_option_tool

get_top25_holders

get_insider_trades

get_overall_sentiment_tool

get_historical_fng_tool

analyze_fng_trend

calculate

get_current_time

get_fred_series

search_fred_series

cnbc_news_feed

social_media_feed

Claude Desktop / Cursor

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`get_ticker_data`

`get_price_history`

`get_financial_statements`

`get_earnings_history`

`get_ticker_news_tool`

`super_option_tool`

`get_top25_holders`

`get_insider_trades`

`get_overall_sentiment_tool`

`get_historical_fng_tool`

`analyze_fng_trend`

`calculate`

`get_current_time`

`get_fred_series`

`search_fred_series`

`cnbc_news_feed`

`social_media_feed`