Skip to main content
Glama

Financial News and Notes MCP Server

MIT License
14
25
  • Apple
  • Linux

FinanceMCP - Professional Financial Data MCP Server 🚀

Language: English | 简体中文

Welcome to FinanceMCP - A professional financial data server based on Model Context Protocol (MCP)! This project integrates Tushare API to provide comprehensive real-time financial data access for language models (like Claude), supporting multi-dimensional financial data analysis including stocks, funds, bonds, macroeconomic indicators, and more.

🌟 Core Features

📈 Multi-Market Stock Data

Support stock data queries from major global markets:

  • A-Shares (Shanghai & Shenzhen) - e.g., Ping An Bank (000001.SZ)
  • US Stocks (NASDAQ, NYSE, etc.) - e.g., Apple (AAPL)
  • Hong Kong Stocks (HKEX) - e.g., Tencent Holdings (00700.HK)
  • Forex (Major currency pairs) - e.g., USD/CNH (USDCNH.FXCM)
  • Futures (Commodity & financial futures) - e.g., Copper Futures (CU2501.SHF)
  • Funds (ETFs, LOFs, etc.) - e.g., CSI 300 ETF (159919.SZ)
  • Bond Repos (Government & corporate bonds) - e.g., GC001 (204001.SH)
  • Convertible Bonds (Including conversion value, premium) - e.g., Ping An CB (113008.SH)
  • Options (Stock & index options) - e.g., 50ETF Options (10001313.SH)

📊 Index Data Query

Get data for major market indices like Shanghai Composite Index, Shenzhen Component Index, etc.

📰 Financial News Search ⭐️ Smart Optimization

Get financial news content from mainstream financial media through real search API, supporting intelligent search with single or multiple keywords:

  • Supported Sources: Sina Finance, Wallstreetcn, 10jqka, Eastmoney, Yuncaijing, Phoenix News, JRJ, etc.
  • Search Function: Support single keywords like 'WuXi AppTec', 'Tencent', or multiple keywords separated by spaces like 'Federal Reserve Interest Rate', 'Bitcoin Regulation'
  • Smart Matching: System intelligently searches relevant historical news
  • Real-time Updates: Provide latest financial news and market dynamics

🏢 Company Financial Performance Analysis ⭐️ Complete Integration

Get comprehensive financial data for listed companies with smart data filtering and batch display:

Financial Statements (Fully Integrated)
  • Income Statement - Operating revenue, net profit, gross margin, etc., supporting basic and complete versions
  • Balance Sheet - Total assets, liabilities, shareholders' equity, etc., with smart empty field filtering
  • Cash Flow Statement - Operating, investing, financing cash flows with clearer categorized display
Company Performance Data
  • Earnings Forecast - Net profit change predictions, forecast types
  • Earnings Express - Quick financial data, year-over-year growth rates
  • Financial Indicators - ROE, ROA, current ratio, debt-to-asset ratio, etc.
  • Dividends & Stock Distribution - Cash dividends, stock splits, key dates
Main Business Composition
  • By Product Analysis - Main product revenue, profit, cost composition
  • By Region Analysis - Regional revenue distribution, regional performance comparison
  • By Industry Analysis - Industry revenue composition, industry competitive position
Shareholder Information
  • Shareholder Count - Shareholder number change trends
  • Shareholder Trading - Important shareholder buy/sell activities, shareholding changes
Management Information ⭐️ New Feature
  • Management Team - Senior executives, directors, supervisors information
  • Profile Analysis - Gender, education, nationality, age statistics
  • Position Distribution - Position categories, title hierarchy analysis
  • Tenure Tracking - Appointment dates, resignation status, career timeline
Company Basic Information ⭐️ New Feature
  • Company Overview - Company name, business license, registered capital, establishment date
  • Executive Information - Chairman, general manager, secretary, key personnel
  • Contact Details - Website, email, office address, business scope
  • Regional Analysis - Location distribution, exchange listing analysis
  • Scale Statistics - Employee count, capital structure, corporate age analysis

💰 Fund Data Query ⭐️ Complete Refactoring

Performance optimized with 85% speed improvement (from 5.2s to 0.8s):

  • Fund List - Fund basic information, investment types, management fees, etc.
  • Fund NAV - Unit NAV, cumulative NAV, adjusted NAV, etc., with automatic share data integration
  • Fund Dividends - Dividend plans, cash dividends, ex-dividend dates, etc.
  • Fund Holdings - Heavy positions, market value ratios, shareholding percentages, etc.
  • Fund Managers - Manager profiles, tenure, managed funds, etc. (now independent tool)

👨‍💼 Fund Manager Query ⭐️ Independent Tool

Query detailed information by fund manager name:

  • Personal Background - Gender, birth year, education, nationality
  • Career History - Managed fund list, tenure, departure status
  • Professional Resume - Detailed resume information, career development track

📈 Macroeconomic Data ⭐️ Chinese Optimization

Get key macroeconomic indicator data with full Chinese localization:

  • Shibor Rates - Shanghai Interbank Offered Rate
  • LPR Rates - Loan Prime Rate
  • GDP - Gross Domestic Product
  • CPI - Consumer Price Index
  • PPI - Producer Price Index (fixed field mapping bug)
  • Money Supply - M0, M1, M2 money supply data
  • PMI Index - Manufacturing, services, composite PMI with 30+ detailed sub-indicators
  • Social Financing - Total Social Financing data
  • Shibor Quotes - Bank quote data (bid price, ask price)
  • Libor Rates - London Interbank Offered Rate
  • Hibor Rates - Hong Kong Interbank Offered Rate

🪙 Convertible Bond Data ⭐️ Professional Tool

Get comprehensive non-market data for convertible bonds:

Basic Information Query
  • Bond Details - Bond name, underlying stock code/name, maturity period, par value
  • Trading Info - Exchange, listing date, delisting date, issue date
  • Conversion Terms - Initial conversion price, current conversion price, conversion period
  • Bond Clauses - Interest rate clause, put clause, forced redemption clause, resale clause
Issuance Data Query
  • Issue Overview - Planned/actual issue size, issue price, issue method, issue cost
  • Online Issuance - Subscription code/name, issue date, subscription volume, winning rate
  • Shareholder Allotment - Allotment code/name, record date, payment date, allotment ratio
  • Offline Issuance - Issue volume, deposit ratio, subscription statistics
  • Underwriting Info - Lead underwriter, underwriting volume

🔄 Block Trade Data ⭐️ New Feature

Get detailed block trade data:

  • Trade Details - Transaction price, volume, amount
  • Trading Parties - Buyer and seller business departments
  • Market Statistics - Support whole market or individual stock block trade queries
  • Time Range - Flexible date range queries

💹 Money Flow Data ⭐️ New Feature

Get individual stock and market money flow data:

  • Main Funds - Main fund net inflow amount and net ratio
  • Super Large Orders - Super large order fund flow statistics
  • Large/Medium/Small Orders - Various fund inflow and outflow situations
  • Individual Analysis - Individual stock money flow analysis
  • Market Statistics - Overall market money flow trends

💰 Margin Trade Data ⭐️ Enhanced Feature

Get comprehensive margin trading data from multiple sources:

  • Margin Securities - List of eligible margin trading securities across SSE/SZSE/BSE exchanges
  • Trading Summary - Daily financing balance, purchase amount, repayment amount
  • Trading Details - Detailed margin transaction records
  • Securities Lending - Securities lending volume, repayment volume
  • Market Making - Securities lending by market makers with inventory data
  • Multi-Interface - 4 different Tushare APIs for comprehensive coverage

🕐 Current Timestamp ⭐️ Utility Tool

Get current time information for China timezone (UTC+8):

  • Multiple Formats - datetime, date, time, timestamp, readable
  • China Timezone - Accurate UTC+8 timezone calculation
  • Weekday Info - Chinese weekday display
  • Real-time Precision - Current timestamp accurate to seconds
  • Beautiful Display - Markdown format with timezone information

🤖 MCP Integration

Seamless integration with MCP-compatible clients (like Claude) for intelligent financial analysis.

🎯 Tool Overview

This server provides 12 professional financial tools:

Tool NameFunction DescriptionKey Features
🕐 current_timestampCurrent timestampChina timezone, multiple formats
📰 finance_newsFinancial news searchSmart keyword search, multi-media sources
📈 stock_dataStock data queryGlobal multi-market, 9 financial instruments
📊 index_dataIndex data queryMajor market indices
📉 macro_econMacroeconomic data11 economic indicators, Chinese optimized
🏢 company_performanceCompany financial analysisFinancial statements integrated, management info
💰 fund_dataFund data query5 major fund data types, performance optimized
👨‍💼 fund_manager_by_nameFund manager queryQuery detailed info by name
🪙 convertible_bondConvertible bond dataBasic info + issuance data
🔄 block_tradeBlock trade dataTrade details + business department info
💹 money_flowMoney flow dataIndividual stock + market money flow
💰 margin_tradeMargin trade data4 APIs: Securities list + Trading summary/details + Market making

🔧 Technical Specifications

Data Sources

  • Primary API: Tushare Pro - Professional financial data platform
  • Coverage: Chinese mainland markets, Hong Kong, US markets, and global indices
  • Update Frequency: Real-time to daily, depending on data type
  • Historical Data: Multi-year historical coverage for most data types

Supported Markets & Instruments

  • A-Shares: Shanghai Stock Exchange (SH) and Shenzhen Stock Exchange (SZ)
  • Hong Kong: Hong Kong Stock Exchange (HK)
  • US Markets: NASDAQ, NYSE, and other US exchanges
  • Bonds: Government bonds, corporate bonds, convertible bonds
  • Funds: ETFs, mutual funds, index funds
  • Derivatives: Futures, options, currency pairs
  • Indices: Major market indices and sector indices

API Interface Mapping

ToolTushare APIDescription
🕐 Timestampcurrent_timestampCurrent time information
📰 Financial NewsSearch APISmart news search
📈 Stock Datadaily, us_daily, hk_daily, etc.Multi-market stock data
📊 Index Dataindex_dailyMarket indices
📉 Macro Economicsshibor, gdp, cpi, etc.Economic indicators
🏢 Company Performanceincome, balancesheet, cashflow, stk_managers, etc.Financial statements + management info
💰 Fund Datafund_basic, fund_nav, etc.Fund information
👨‍💼 Fund Managerfund_managerFund manager information
🪙 Convertible Bondcb_basic, cb_issueConvertible bond data
🔄 Block Tradeblock_tradeBlock trade data
💹 Money FlowmoneyflowMoney flow data
💰 Margin Trademargin_secs, margin, margin_detail, slb_len_mmMultiple margin trading APIs

🚦 Requirements

Before getting started, please ensure you have:

  1. Node.js and npm
    • Requires Node.js version >= 18
    • Download and install from nodejs.org
  2. Tushare API Token
    • Visit tushare.pro to register and get an API Token
    • This token will be used to access financial data provided by Tushare
    • Note: Some premium data requires point permissions

🎓 Free Tushare Credits for Students & Teachers

For Students - Get 2000 Free Credits

Tushare provides 2000 free credits for student users, covering basic stock/index/futures/options/fund/convertible bond information, daily market data, and financial reports.

How to Get Student Credits:

  1. Follow on Xiaohongshu (Little Red Book)
    • Search and follow Tushare's official Xiaohongshu account
    • Like and comment on any post, mentioning your data needs and usage
  2. Join Student QQ Group
    • Search QQ Group: 290541801
    • When joining, mention your university name
  3. Complete Profile on Tushare
    • Login to tushare.pro
    • Fill in your school and personal information in Profile
    • Use your university email address; if unavailable, provide student ID photo or Xuexin.net screenshot
  4. Submit for Credits
    • Send screenshots of steps 1 & 3, plus your Tushare ID to group admin via QQ
    • Receive 2000 credits after verification

For Teachers - Get 5000 Free Credits

Tushare provides 5000 free credits for university teachers with higher data permissions and support.

How to Get Teacher Credits:

  1. Add WeChat Contact
    • Add WeChat: waditu_a
    • Note: "XX University Teacher"
  2. Complete Profile
    • Login to tushare.pro
    • Update institution and personal information in Profile
    • Provide your Tushare ID via WeChat or QQ
  3. Student Template (Optional)
    • Download student credit template for batch student registration
    • Arrange students to fill template and send to Tushare contact

🛠️ Installation & Setup

If you're using Claude Desktop, you can quickly install via Smithery:

npx -y @smithery/cli install @guangxiangdebizi/finance-mcp --client claude

Manual Installation

  1. Get the code
    git clone https://github.com/guangxiangdebizi/FinanceMCP.git cd FinanceMCP
  2. Install dependencies
    npm install
  3. Configure Tushare API Token
    • Create a .env file in the project root directory
    • Add the following content:
      TUSHARE_TOKEN=Your_Tushare_API_Token
    • Or set it directly in the src/config.ts file
  4. Build the project
    npm run build

🚀 Running the Server

There are two ways to start the server:

Method 1: Using stdio mode (Direct run)

node build/index.js
npx supergateway --stdio "node build/index.js" --port 3100

📝 Configuring MCP Clients

To use this server in Claude or other MCP clients, you need the following configuration:

Claude Configuration

Add the following to Claude's configuration file:

{ "mcpServers": { "finance-data-server": { "url": "http://localhost:3100/sse", // If using Supergateway "type": "sse", "disabled": false, "autoApprove": [ "current_timestamp", "finance_news", "stock_data", "index_data", "macro_econ", "company_performance", "fund_data", "fund_manager_by_name", "convertible_bond", "block_trade", "money_flow", "margin_trade" ] } } }

If using stdio mode directly (without Supergateway), configure as follows:

{ "mcpServers": { "finance-data-server": { "command": "C:/path/to/FinanceMCP/build/index.js", // Modify to actual path "type": "stdio", "disabled": false, "autoApprove": [ "current_timestamp", "finance_news", "stock_data", "index_data", "macro_econ", "company_performance", "fund_data", "fund_manager_by_name", "convertible_bond", "block_trade", "money_flow", "margin_trade" ] } } }

💡 Usage Examples

Once configured, you can ask Claude natural language questions about financial data:

Basic Queries

  • Stock Data: "Query Apple (AAPL) stock price for the last month"
  • Financial News: "Search for latest news about Tesla"
  • Company Financials: "Show Ping An Bank's recent financial statements"
  • Fund Data: "Query CSI 300 ETF basic information and NAV trends"
  • Macro Data: "Get latest GDP and CPI data"

Advanced Analysis

  • Combined Analysis: "Analyze CATL's money flow and recent news sentiment"
  • Multi-market: "Compare A-share, US stock, and Hong Kong stock performance"
  • Risk Assessment: "Evaluate margin trading risks for specific stocks"

Claude will automatically call the appropriate tools and provide comprehensive analysis based on the requested data.

📊 Supported Data Interfaces

The project currently integrates the following Tushare API interfaces:

FunctionTushare InterfaceDescription
Current Timestampcurrent_timestampGet current China timezone (UTC+8) time information ⭐️
A-share DatadailyGet A-share daily market data
US Stock Dataus_dailyGet US stock daily market data
HK Stock Datahk_dailyGet Hong Kong stock daily market data
Forex Datafx_dailyGet forex daily market data ⭐️ Fixed
Futures Datafut_dailyGet futures daily market data
Fund Datafund_dailyGet fund daily market data
Index Dataindex_dailyGet index daily market data
Financial NewsSearch APISmart search mainstream financial websites ⭐️
Shibor Ratesshibor_dataGet Shanghai Interbank Offered Rate
LPR Rateslpr_dataGet Loan Prime Rate
GDPcn_gdpGet Gross Domestic Product data
CPIcn_cpiGet Consumer Price Index data
PPIcn_ppiGet Producer Price Index data ⭐️ Fixed
Money Supplycn_mGet money supply data (M0, M1, M2)
PMI Indexcn_pmiGet Purchasing Managers Index data ⭐️ Optimized
Social Financingcn_sfGet Total Social Financing data
Shibor Quotesshibor_quoteGet Shibor bank quote data (bid, ask)
Libor RatesliborGet London Interbank Offered Rate
Hibor RateshiborGet Hong Kong Interbank Offered Rate
Bond Reposrepo_dailyGet bond repo daily market data
Convertible Bondscb_dailyGet convertible bond daily market data
Options Dataopt_dailyGet options daily market data
Income StatementincomeGet listed company income statement data ⭐️ Integrated
Balance SheetbalancesheetGet listed company balance sheet data ⭐️ Integrated
Cash Flow StatementcashflowGet listed company cash flow statement data ⭐️ Integrated
Earnings ForecastforecastGet listed company earnings forecast data
Earnings ExpressexpressGet listed company earnings express data
Financial Indicatorsfina_indicatorGet listed company financial indicator data
Dividends & DistributiondividendGet listed company dividend and distribution data
Main Businessfina_mainbzGet main business composition data
Shareholder Countstk_holdernumberGet shareholder count data
Shareholder Tradingstk_holdertradeGet shareholder trading data
Fund Listfund_basicGet public fund basic information ⭐️ Optimized
Fund NAVfund_navGet fund net asset value data ⭐️ Optimized
Fund Dividendsfund_divGet fund dividend and distribution data ⭐️ Fixed
Fund Holdingsfund_portfolioGet fund holdings details ⭐️ Optimized
Fund Managersfund_managerGet fund manager information ⭐️ Independent Tool
Convertible Bond Basiccb_basicGet convertible bond basic information ⭐️
Convertible Bond Issuecb_issueGet convertible bond issuance data ⭐️
Block Tradeblock_tradeGet block trade data ⭐️ New
Money FlowmoneyflowGet individual stock and market money flow data ⭐️ New
Margin Securitiesmargin_secsGet margin trading eligible securities list ⭐️ Enhanced
Margin SummarymarginGet margin trading summary data ⭐️ Enhanced
Margin Detailsmargin_detailGet detailed margin trading records ⭐️ Enhanced
Securities Lendingslb_len_mmGet market making securities lending data ⭐️ Enhanced

🔮 Future Plans

Future plans include integrating more Tushare data interfaces, including but not limited to:

  1. Basic Data - Stock lists, trading calendars, suspension/resumption info, etc.
  2. More Financial Data - Financial audit opinions, main business composition, shareholder info, etc. ⭐️ Partially implemented
  3. More News Data - Announcement info, research report data, etc. ⭐️ Partially implemented
  4. Technical Analysis Indicators - MACD, RSI, Bollinger Bands, and other technical indicators
  5. Industry Data - Industry classification, industry indices, industry comparative analysis, etc.
  6. Derivatives Data - More options and futures contract data
  7. Alternative Data - ESG ratings, institutional research, shareholder meetings, etc.

See the tushare-interfaces.md file for more potential data interfaces that could be integrated.

📈 Latest Updates

v0.2.0 Major Updates

  • Financial Statements Integration - Income statement, balance sheet, cash flow statement fully integrated into company_performance tool
  • Smart Data Filtering - Automatically filter empty fields, only display items with actual data
  • Fund Data Optimization - Query performance improved by 85%, split fund manager query into independent tool
  • Forex Data Fix - Fixed forex field mapping error, correctly display bid/ask prices
  • PPI Data Fix - Fixed PPI field mapping bug, correctly display Producer Price Index
  • New Block Trade Tool - Support individual stock and market-wide block trade data queries
  • New Money Flow Tool - Support individual stock and market money flow analysis
  • Enhanced Margin Trade Tool - Support 4 margin trading APIs: securities list, trading summary/details, and market making
  • Chinese Localization - Full Chinese localization of macroeconomic module
  • Batch Display Optimization - Smart batch display for large data tables, improved readability

📄 License

This project is licensed under the MIT License. See the LICENSE file for details.

👨‍💻 Author

🤝 Contributing

Welcome to submit Issues and Pull Requests to improve this project!

⭐ Support the Project

If this project helps you, please give us a Star! Your support is our motivation for continuous improvement.

Install Server
A
security – no known vulnerabilities
A
license - permissive license
A
quality - confirmed to work

hybrid server

The server is able to function both locally and remotely, depending on the configuration or use case.

A TypeScript-based MCP server that enables users to query financial news, stock data, and index information while managing text notes with creation and summarization capabilities.

  1. 🌟 Core Features
    1. 📈 Multi-Market Stock Data
    2. 📊 Index Data Query
    3. 📰 Financial News Search ⭐️ Smart Optimization
    4. 🏢 Company Financial Performance Analysis ⭐️ Complete Integration
    5. 💰 Fund Data Query ⭐️ Complete Refactoring
    6. 👨‍💼 Fund Manager Query ⭐️ Independent Tool
    7. 📈 Macroeconomic Data ⭐️ Chinese Optimization
    8. 🪙 Convertible Bond Data ⭐️ Professional Tool
    9. 🔄 Block Trade Data ⭐️ New Feature
    10. 💹 Money Flow Data ⭐️ New Feature
    11. 💰 Margin Trade Data ⭐️ Enhanced Feature
    12. 🕐 Current Timestamp ⭐️ Utility Tool
    13. 🤖 MCP Integration
  2. 🎯 Tool Overview
    1. 🔧 Technical Specifications
      1. Data Sources
      2. Supported Markets & Instruments
      3. API Interface Mapping
    2. 🚦 Requirements
      1. 🎓 Free Tushare Credits for Students & Teachers
        1. For Students - Get 2000 Free Credits
        2. For Teachers - Get 5000 Free Credits
      2. 🛠️ Installation & Setup
        1. Install via Smithery (Recommended)
        2. Manual Installation
      3. 🚀 Running the Server
        1. Method 1: Using stdio mode (Direct run)
        2. Method 2: Using Supergateway (Recommended for development)
      4. 📝 Configuring MCP Clients
        1. Claude Configuration
      5. 💡 Usage Examples
        1. Basic Queries
        2. Advanced Analysis
      6. 📊 Supported Data Interfaces
        1. 🔮 Future Plans
          1. 📈 Latest Updates
            1. v0.2.0 Major Updates
          2. 📄 License
            1. 👨‍💻 Author
              1. 🤝 Contributing
                1. ⭐ Support the Project

                  Related MCP Servers

                  • A
                    security
                    F
                    license
                    A
                    quality
                    This TypeScript-based MCP server enables users to manage and summarize text notes, providing tools for note creation and summarization prompts.
                    Last updated -
                    1
                    366
                    9
                    TypeScript
                    • Apple
                  • -
                    security
                    F
                    license
                    -
                    quality
                    A TypeScript-based MCP server that enables users to manage text notes and generate summaries, showcasing key MCP concepts like resource representation and LLM integration.
                    Last updated -
                    1,667
                    JavaScript
                    • Apple
                  • A
                    security
                    F
                    license
                    A
                    quality
                    A TypeScript-based MCP server that implements a simple notes system, allowing users to create, access, and generate summaries of text notes.
                    Last updated -
                    12
                    1
                    TypeScript
                    • Apple
                  • -
                    security
                    F
                    license
                    -
                    quality
                    A TypeScript-based MCP server that implements a simple notes system, allowing users to create, access, and generate summaries of text notes.
                    Last updated -
                    JavaScript
                    • Apple

                  View all related MCP servers

                  MCP directory API

                  We provide all the information about MCP servers via our MCP API.

                  curl -X GET 'https://glama.ai/api/mcp/v1/servers/guangxiangdebizi/my-mcp-server'

                  If you have feedback or need assistance with the MCP directory API, please join our Discord server