Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| FMP_API_KEY | Yes | Your Financial Modeling Prep (FMP) API key. |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tasks | {
"list": {},
"cancel": {},
"requests": {
"tools": {
"call": {}
},
"prompts": {
"get": {}
},
"resources": {
"read": {}
}
}
} |
| tools | {
"listChanged": true
} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| company_overview | Get a comprehensive company snapshot including profile, valuation ratios, and current quote. Use this FIRST for any stock analysis query. Returns name, sector, market cap, P/E, P/B, dividend yield, ROE, debt/equity, and more. Args: symbol: Stock ticker symbol (e.g. "AAPL", "MSFT") |
| stock_search | Find stocks by name/ticker or screen by criteria. For simple name/ticker lookup, just pass query. For filtered screening, use the optional parameters. Args: query: Company name or ticker to search for exchange: Filter by exchange (e.g. "NYSE", "NASDAQ") sector: Filter by sector (e.g. "Technology", "Healthcare") market_cap_min: Minimum market cap in dollars market_cap_max: Maximum market cap in dollars limit: Max results to return (default 20) |
| financial_statements | Get income statement, balance sheet, and cash flow data with growth rates. Returns simplified per-period financials and 3-year CAGRs for key metrics. Use after company_overview for deeper analysis. Args: symbol: Stock ticker symbol (e.g. "AAPL") period: "annual" or "quarter" (default "annual") limit: Number of periods to return (default 5) |
| revenue_segments | Get revenue breakdown by product/service and geographic region. Returns segment % of total, identifies fastest-growing segment, and flags concentration risk (>50% from one segment). Args: symbol: Stock ticker symbol (e.g. "AAPL") |
| analyst_consensus | Get Wall Street analyst consensus: price targets, ratings, and buy/sell distribution. Returns analyst count, consensus/high/low price targets, upside percentage, buy/hold/sell breakdown, and FMP's own rating. Args: symbol: Stock ticker symbol (e.g. "AAPL") |
| peer_comparison | Compare a stock's valuation and growth metrics against its peers. Finds FMP-identified peers, then compares P/E, P/S, EV/EBITDA, growth rates, and margins. Shows target's premium/discount to peer median and rank within the group. Args: symbol: Stock ticker symbol (e.g. "AAPL") |
| price_history | Get price performance, key levels, and momentum indicators. Returns current price, 52-week range, SMA-50/200, performance across timeframes, volatility, and recent daily closes. Not for raw chart data. Args: symbol: Stock ticker symbol (e.g. "AAPL") period: Time period - "1w", "1m", "3m", "6m", "ytd", "1y", "2y", "5y" (default "1y") |
| earnings_info | Get analyst earnings estimates and income statement history for a stock. Returns upcoming quarterly estimates (EPS and revenue) from analyst consensus, plus recent annual income data for trend context. Args: symbol: Stock ticker symbol (e.g. "AAPL") |
| dividends_info | Get dividend history, yield, growth rates, and stock split history. Returns current dividend yield, 3Y/5Y dividend CAGR, upcoming ex-date, payout context, and stock split history. Args: symbol: Stock ticker symbol (e.g. "AAPL") |
| insider_activity | Get insider trading activity, statistics, and ownership context. Returns net buy/sell over 30/90 days, cluster buying signals, CEO/CFO action highlights, and insider ownership as % of float. Args: symbol: Stock ticker symbol (e.g. "AAPL") |
| institutional_ownership | Get institutional ownership breakdown and position changes. Returns top 10 holders with % ownership, quarter-over-quarter position changes, and institutional vs float ratio. Args: symbol: Stock ticker symbol (e.g. "AAPL") |
| stock_news | Get recent news articles and press releases for a stock. Merges news and press releases, deduplicates by title similarity, and sorts by date. Flags major event types (earnings, FDA, M&A, etc.). Args: symbol: Stock ticker symbol (e.g. "AAPL") limit: Max total items to return (default 20) |
| treasury_rates | Get current US Treasury yield curve and equity risk premium. Returns latest yields across maturities, yield curve slope (10Y-2Y), inversion flag, and DCF-ready inputs (10Y rate + equity risk premium). |
| economic_calendar | Get upcoming high-impact macro-economic events. Filters for important events (Fed, CPI, NFP, GDP, etc.) and sorts by date. Covers the next N days (default 14). Args: days_ahead: Number of days to look ahead (default 14, max 90) |
| market_overview | Get today's market snapshot: sector performance, biggest movers, and most active stocks. Returns sector rankings, top 5 gainers/losers, and most actively traded names. |
| earnings_transcript | Get an earnings call transcript for a company. When year/quarter are not specified, fetches the most recent available transcript. Returns paginated transcript content with line-boundary snapping. Use offset + max_chars to paginate through long transcripts. Args: symbol: Stock ticker symbol (e.g. "AAPL") year: Fiscal year (e.g. 2025). Omit for latest available. quarter: Quarter number 1-4. Omit for latest available. max_chars: Max characters to return per call (default 40000) offset: Character offset to start from (default 0). Use next_offset from previous response to continue. |
| stock_brief | Quick comprehensive stock snapshot: profile, price action, valuation, analyst consensus, insider signals, and top headlines. Replaces the 4-tool chain (overview + price + news + consensus) with a single call. Returns momentum across timeframes, SMA positioning, valuation multiples, analyst consensus + upside, insider signal, and a heuristic quick-take signal. Args: symbol: Stock ticker symbol (e.g. "AAPL") |
| market_context | Full market environment: rates, yield curve, sector rotation, breadth, movers, and economic calendar. Combines treasury rates, risk premium, sector performance, biggest movers, and upcoming macro events into a single environment snapshot. Calculates yield curve spread, rotation signal, breadth signal, and overall regime classification. |
| earnings_setup | Pre-earnings positioning analysis: consensus estimates, historical beat/miss rate, analyst momentum, price drift, and insider signals. Orchestrates 8 endpoints to answer "should I play this earnings?" Returns days until earnings, consensus EPS/revenue, beat rate from last 4-8 quarters, analyst upgrade/downgrade momentum, pre-earnings price drift, insider net activity, and a heuristic setup signal. Args: symbol: Stock ticker symbol (e.g. "AAPL", "DDOG") |
| fair_value_estimate | Multi-method fair value estimate with peer context. Calculates fair value using PE-based, PS-based, simplified DCF, and analyst target methods. Compares current multiples to peer medians. Returns a blended fair value, upside/downside, and valuation rating. Args: symbol: Stock ticker symbol (e.g. "AAPL") |
| earnings_postmortem | Post-earnings synthesis: beat/miss, trend comparison, analyst reaction, market response, and guidance tone. Analyzes the most recent (or specified) earnings report. Returns EPS and revenue surprise, YoY/QoQ comparisons, post-earnings price reaction, analyst rating changes since the print, and guidance tone from transcript. Args: symbol: Stock ticker symbol (e.g. "AAPL") quarter: Specific quarter (1-4) to analyze. Omit for most recent. year: Specific year to analyze. Omit for most recent. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |