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Finance Tools MCP

Finance

MIT License

16

Overview InspectNew Schema Related Servers Reviews Score

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Server Configuration

Describes the environment variables required to run the server.

Name	Required	Description	Default
`FRED_API_KEY`	No	Your FRED API key for accessing Federal Reserve Economic Data

Schema

Prompts

Interactive templates invoked by user choice

Name	Description
`chacteristics`	Characteristics of good investors.
`mode_instructions`	Mode instructions.
`investment_principles`	Provides a set of core investment principles and guidelines.
`portfolio_construction_prompt`	Outlines a portfolio construction strategy that uses tail-hedging via married put.

Resources

Contextual data attached and managed by the client

Name	Description
`cnn://fng/current`
`cnn://fng/history`

Tools

Functions exposed to the LLM to take actions

Name	Description
get_ticker_data	Get comprehensive report for ticker: overview, news, metrics, performance, dates, analyst recommendations, and upgrades/downgrades.
get_options	Get options with highest open interest. Dates: YYYY-MM-DD. Type: C=calls, P=puts.
get_price_history	Get historical price data digest for specified period. Usually get at least 3 months, 6 months or more.
get_financial_statements	Get financial statements. Types: income, balance, cash. Frequency: quarterly, annual.
get_institutional_holders	Get major institutional and mutual fund holders.
get_earnings_history	Get earnings history with estimates and surprises.
get_insider_trades	Get recent insider trading activity.
get_ticker_news_tool	For getting yahoo financial news of a ticker. Useful for getting latest news, especially for doing deep research.
get_current_fng_tool	Get the current CNN Fear & Greed Index. Returns: str: The current Fear & Greed Index with score and rating.
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. > calculate("2 * 3 + 4") {'result': 10} > calculate("sin(pi/2)") {'result': 1.0} > calculate("sqrt(16)") {'result': 4.0} > calculate("np.mean([1, 2, 3])") {'result': 2.0}
calc_ta	Calculate technical indicators using ta-lib-python (TA-lib) and numpy. This tool evaluates a given expression string using the ta-lib-python library. The expression should follow ta-lib-python syntax, for example: - 'ta.SMA(close, timeperiod=30)' with the ticker 'AAPL' - 'ta.ROC(close, timeperiod=30)' with the ticker 'MSFT' - 'ta.RSI(close, timeperiod=14)[-1]' with the ticker 'NVDA' You must specify a ticker to use the cached price data if you've used the 'get_price_data' tool with the same ticker. If not, the expression will be evaluated in a context where only ta-lib-python and numpy are available. The expression string is evaluated in a context where the ta-lib-python library is available as 'ta' and numpy is available as 'np'.
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 world news from CNBC, BBC, and SCMP. Useful to have an overview for the day.

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