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Financial Datasets MCP Server

AGENTS.md4.22 kB
# AGENTS.md Welcome to the **Financial Datasets MCP Server**! This server provides financial data tools for accessing stock prices, financial statements, crypto prices, and SEC filings through the Model Context Protocol. ## What's Included - **FastMCP Server** with Smithery session-scoped configuration support - **Financial Tools** for accessing various financial data: - Income statements, balance sheets, and cash flow statements - Current and historical stock prices - Company news and SEC filings - Cryptocurrency prices and information - **Development Workflow** (`uv run dev` for local testing, `uv run playground` for interactive testing) - **Deployment Ready** configuration for the Smithery platform - **Session Management** via `@smithery.server()` decorator with API key configuration ## Quick Start Commands ```bash # Run development server (streamable HTTP on port 8081) uv run dev # Run production server (optimized for deployment) uv run start # Test with interactive playground uv run playground ``` ## Development Workflow Based on the [Model Context Protocol architecture](https://modelcontextprotocol.io/docs/learn/architecture.md), this MCP server provides financial data tools: ### Financial Tools Examples ```python @server.tool() async def get_income_statements( ticker: str, period: str = "annual", limit: int = 4, ctx: Context = None, ) -> str: """Get income statements for a company.""" # Implementation details... return json.dumps(income_statements, indent=2) @server.tool() async def get_current_stock_price(ticker: str, ctx: Context = None) -> str: """Get the current / latest price of a company.""" # Implementation details... return json.dumps(snapshot, indent=2) ``` ### API Key Configuration The server accepts an API key through session configuration: ```python class ConfigSchema(BaseModel): api_key: str = Field("", description="Your Financial Datasets API key (optional)") pirate_mode: bool = Field(False, description="Speak like a pirate (for fun)") @smithery.server(config_schema=ConfigSchema) def create_server(): # Server implementation... ``` ### Project Structure ``` financial-datasets-mcp/ ├── pyproject.toml # Project config with [tool.smithery] section ├── smithery.yaml # Runtime specification (runtime: python) ├── src/ │ └── hello_server/ # Server module (consider renaming) │ ├── __init__.py │ └── server.py # Main server implementation └── README.md ``` ## Testing Your Server ### Method 1: Smithery Playground ```bash uv run playground ``` This opens the Smithery Playground in your browser with your local server tunneled through ngrok. ### Method 2: Direct MCP Protocol Testing ```bash # Start development server (with optional reload) uv run dev uv run dev --reload # Auto-reload on code changes ``` ## Deployment ### Local Deployment ```bash # Python server deployment prep uv build # Creates wheel in dist/ git add . && git commit -m "Deploy ready" git push origin main ``` ### Production Deployment 1. Push code to GitHub repository 2. Deploy via [smithery.ai/new](https://smithery.ai/new) 3. Smithery handles containerization and hosting ## Resources - **Documentation**: [smithery.ai/docs](https://smithery.ai/docs) - **MCP Protocol**: [modelcontextprotocol.io](https://modelcontextprotocol.io) - **Python Quickstart**: [smithery.ai/docs/getting_started/quickstart_build_python.md](https://smithery.ai/docs/getting_started/quickstart_build_python.md) - **GitHub**: [github.com/smithery-ai/sdk](https://github.com/smithery-ai/sdk) - **Registry**: [smithery.ai](https://smithery.ai) for discovering and deploying MCP servers ## Community & Support - **Discord**: Join our community for help and discussions: [discord.gg/Afd38S5p9A](https://discord.gg/Afd38S5p9A) - **Bug Reports**: Found an issue? Report it on GitHub: [github.com/smithery-ai/sdk/issues](https://github.com/smithery-ai/sdk/issues) - **Feature Requests**: Suggest new features on our GitHub discussions: [github.com/smithery-ai/sdk/discussions](https://github.com/smithery-ai/sdk/discussions)

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