README.md•33.1 kB
# English Version
## Service Overview
* DeepQ Technology's Chinese Financial Toolkit MCP Server (hereinafter referred to as DeepQ MCP) is an Chinese Financial AI toolkit designed for the securities industry.
* We provide professional financial data tools covering stocks, ETFs, funds, research reports, news, and other information.
* DeepQ MCP tools adhere to three principles for being large-language-model-friendly: natural language input/output, fast response times, and complete business logic. Services are available with just one-click configuration.
## Capabilities
The MCP provides comprehensive financial data and analytical tool support for AI large language models, specifically including the following five core data capabilities:
* *Stock Analysis*: Covers real-time quotes of individual stocks, main business operations, fundamental analysis, technical analysis, capital flow analysis, news sentiment, sector quotes, capital flow and fundamentals of sectors, and overall market index data.
* *ETF Analysis*: Includes ETF real-time quotes, performance, technical analysis, capital flow, fundamentals, news sentiment, and underlying asset data.
* *Public Funds (Mutual Funds)*: Covers public fund performance, technical analysis, capital flow, fundamentals, news sentiment, underlying assets, and fund manager insights.
* *News & Information*: Includes data from official securities media, primary and secondary self-media in securities, broker research reports, market hot topics, and unusual activity alerts for stocks/ETFs/sectors.
* *General Tools*: Utility tools for getting the current date, determining trading days, standardizing stock codes, standardizing fund codes, and parsing financial entities.
## Tool List
The MCP tools have been officially released, with over 40 tools available for use. If you have requests for other tools, please feel free to contact us.
| **Tool Category** | **Tool Name** | **Description** | **Example Query** |
|-------------------------------|-------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|----------------------------------------------------------------------------------------|
| A-Share Stock Analysis | stockBizHighlight | Gets the main business operations, belonging industry/themes, and core highlights of a stock. | What are the main businesses of Moutai and CATL respectively? |
| | stockTechAnalysis | Gets technical indicators like KDJ, BOLL, MACD for a stock, along with a technical summary and trend analysis. | How is the technical picture for CATL? |
| | stockCapAnalysis | Gets capital flow data for a stock, including main fund flows, dragon-tiger list data, and margin trading data. | What was the main fund inflow for Moutai today? |
| | stockFunAnalysis | Gets fundamental data for a stock, including PE, PB, ROE, gross margin, net profit margin, and company financials. | What is the recent P/E ratio of CATL? |
| | stockRep | Gets the latest 3 research report insights for a stock from the past 90 days (3 months). | The latest research reports on Wuliangye |
| | stockLatestPrice | Gets the latest market data for a stock, including price, change percentage, and trading volume. | What are the current latest prices for Moutai and CATL? |
| | guessStockCode | Parses common names or nicknames of stocks mentioned in daily conversation into standard stock codes, names, and trading markets (SH: Shanghai; SZ: Shenzhen; BJ: Beijing; NQ: New Third Board; US: US stocks; HK: Hong Kong stocks). | What are the current latest prices for Moutai and CATL? |
| | stockRiskWarning | Gets potential risk information for a stock. | Guoxuan High-Tech's stock price has been volatile recently, help me screen for risks. |
| | stockFlexibility | Gets the elasticity of a stock's price reaction to external events. | How elastic is Guoxuan High-Tech's stock price? |
| | stockValuation | Gets valuation data for a stock, such as PE, PB, ROE, gross margin, net profit margin, and the industry P/E ratio of its sector. | Is Guoxuan High-Tech's current valuation reasonable? |
| A-Share Market Index Analysis | mktForwardLook | Gets the outlook for the A-share market indices on a specified date. | How is the A-share market likely to perform going forward? |
| | aShareFearGreedIndex | Short-term fear and greed sentiment index for the A-share market. | What is the current level of short-term fear and greed sentiment in the A-share market? |
| | aShareTemperature | A gauge of the current 'temperature' of the A-share market. | What is the current temperature of the A-share market? |
| | aShareMarketQuotes | Gets the quotes for major A-share indices (e.g., Shanghai Composite, Shenzhen Component, ChiNext, STAR Market, Beijing Exchange Index, Hang Seng Index) on a specified date. | How did the major market indices perform today? |
| A-Share Sector Analysis | sectorCapAnalysis | Gets capital flow data for conceptual or industry sectors, including main fund flows and margin trading balances. | What was the main fund inflow into the low-altitude economy sector today? |
| | sectorFunAnalysis | Gets fundamental data for conceptual or industry sectors, such as PE, ROE, gross margin, and financial operating data. | What are the fundamentals of the low-altitude economy sector like? |
| | sectorNewsAnalysis | Gets news messages for a conceptual or industry sector within a specified date range. | Any recent news about the low-altitude economy sector? |
| | sectorReportAnalysis | Gets research report insights for a conceptual or industry sector within a specified date range. | The latest research reports on the low-altitude economy |
| | sectortLatestPrice | Gets the latest real-time price, change percentage, and trading volume for a conceptual or industry sector. | How are the low-altitude economy and chip sectors performing today? |
| | sectorRelatedStocks | Gets the stocks influenced by an industry or conceptual sector and the reasons for correlation. Stocks can be sorted by price change, market cap, or conceptual relevance. | Which are the leading stocks in the Apple concept sector? |
| | sectorPriceChangeRank | Ranks the sectors with the highest price increases or decreases over a specified date range, providing related news. | Which are the top 10 sectors by gain today? |
| | sectorPriceChangeReason | Queries the performance of a sector over a date range and provides attributing news. | What was the gain for the innovative drug sector over the past month? |
| ETF Analysis & Diagnostics | etfBasicInfo | Gets key basic information and interpretation for an ETF, such as fund size, fee rate, and tracking error. | What is the total expense ratio of the DaCheng Nonferrous Metals Futures ETF? |
| | etfFunAnalysis | Gets key valuation and fundamental data for an ETF, such as P/E ratio, P/E percentile, P/B ratio, P/B percentile, dividend yield, and ROE. | How is the valuation of the CSI 300 ETF? |
| | etfPerformance | Gets performance metrics for an ETF fund over the past 1 year, 3 years, year-to-date, and since inception, including return rate, annualized return, annualized volatility, Sharpe ratio, maximum drawdown, annualized excess return, and information ratio. | How has the performance of the CSI A500 E Fund ETF been this year? |
| | etfUnderAssets | Gets the ETF's heavily weighted sectors, heavily weighted stocks, and heavily weighted bonds. | What are the top holdings of the CSI A500 E Fund ETF? |
| | etfLatestPrice | Gets real-time quotes for an ETF fund, including latest size, fee rate, tracking error, and other key basic data. | How much did the Healthcare ETF rise today? |
| | etfTechAnalysis | Gets key technical data and interpretation for an ETF fund, such as moving averages and MACD. | How is the technical picture for the CSI 300 ETF? |
| | etfRelatedNews | Gets recent relevant news and information for an ETF fund. | Any news related to the CSI 300 ETF? |
| Fund Analysis & Diagnostics | fundBasicInfo | Gets basic information for a fund, including classification, labels, managing company, and fund manager. | Who is the fund manager of China Merchants Quantitative Select? |
| | fundPerformance | Gets performance metrics for a fund over the past 1 year, 3 years, year-to-date, and since inception, including return rate, annualized return, annualized volatility, Sharpe ratio, maximum drawdown, annualized excess return, and information ratio. | What is the return of China Merchants Quantitative Select over the past year? |
| | fundUnderAssets | Conducts a look-through analysis of the fund's underlying heavily weighted sectors, heavily weighted stocks, and heavily weighted bonds. | How are the top holdings of China Merchants Quantitative Select performing? |
| | fundRecentViews | Gets the fund manager's recent views on the fund, including investment strategy, operational analysis, and future macro outlook. | The recent investment views of China Merchants Quantitative Select and Zhongtai Xingyuan Value Select |
| | guessFundCode | Parses fund abbreviations or nicknames into standard fund codes, names, and trading markets (SH: Shanghai; SZ: Shenzhen; OF: Over-the-counter). | How is the Semiconductor ETF? |
| Market Event Interpretation | aShareMarketEvents | Gets important events related to the A-share market (macro, industry, sector, listed companies) and interprets the opportunities within. | Any major events happening in the market recently? |
| Securities Information Search | officialSecuNews | Retrieves information from relevant official securities media. | Any recent news about stablecoins? |
| | weMediaSecuNews | Retrieves information from relevant securities self-media sources. | Any recent news about Moutai? |
| | finEntityExtract | Extracts financial entities (individual stocks, funds, conceptual sectors, industries) mentioned in natural language, returning their codes and names. For stocks, it also returns belonging concepts and Shenwan industries; for ETF funds, it returns the tracked index. | Today's price change for Moutai? |
| | currentDatetime | Gets today's date, time, day of the week, and holiday information. | Today's price change for the Gold ETF? |
| | recentTransDate | Gets today's date and whether it's a trading day, the previous trading date, and the next trading date. | What was the tracking error of the Gold ETF on the last trading day? |
| Research View Search | macroResearch | Gets research views and interpretations from various brokerages on macro topics (economic data, macro events, macro policies). | What do institutions think about the Fed rate cut? |
| | stkResearch | Gets research views from various brokerages on individual stocks (i.e., listed companies). | What do institutions think about Jiayi Shares? |
| | industryResearch | Gets research views from various brokerages on industries. | Recent investment advice for the tourism industry? |
| | researchRatingStats | Gets rating statistics for an individual stock (listed company) or industry from various brokerages. | What are the stock ratings for Moutai from various brokerages? |
## Deployment
### VS Code + Cline
A sample configuration for using the MCP Server with VS Code + Cline is as follows (using a trial API_KEY for free trial).
```json
{
"mcpServers": {
"deepq-finance-toolkit-mcp-server": {
"command": "npx",
"args": [
"-y",
"@deepqtech/mcp-server-js@latest",
"start"
],
"env": {
"DEEPQ_API_KEY": "4iskgEuB4nTSHaCad2bDUw"
}
}
}
}
```
Note: If too many concurrent calls are made, you will receive an error message: You have been restricted, please try again later!. You can apply for independent concurrency quota at: https://g.h5gdvip.com/p/tgcp0ld7
# 中文版本
## 服务简介
* 深擎科技提供的 MCP Server（以下简称深擎MCP）是一个面向证券行业的AI工具包。
* 我们提供股票、ETF、基金、研报、新闻资讯等专业金融领域数据工具。
* 深擎MCP工具遵循大模型友好3原则：自然语言输入输出、请求迅捷、业务完整，一键配置即享服务。
## 能力范围
MCP为AI大模型提供了完整的金融数据与分析工具支持，具体包含以下五大核心数据能力：
* 股票分析：涵盖个股实时行情、主营业务、基本面、技术面、资金面、消息面，板块行情、资金面与基本面，大盘行情情况数据
* ETF分析：ETF实时行情、业绩表现、技术面、资金面、基本面、消息面、底层资产数据
* 公募基金：公募基金业绩表现、技术面、资金面、基本面、消息面、底层资产、基金经理观点数据
* 新闻资讯：证券官媒、证券一二级自媒体、券商研报、市场热门事件、个股/ETF/板块异动消息数据
* 通用工具：当下日期获取、交易日判断、股票代码标准化、基金代码标准化、金融实体解析数据工具
## 工具列表
MCP工具已正式发布，40+个工具任您使用，如果您有其它想要的工具需求，可以联系我们哦～
| **工具分类** | **工具/接口名称** | **描述** | **提问示例** |
| --- |---------------------------------| --- | --- |
| A股个股分析 | 个股主营与亮点<br>stockBizHighlight | 个股主营与亮点：获取个股的主营业务、所属行业/主题、及核心亮点。 | 茅台和宁德时代的主营业务分别是什么？ |
| | 个股技术面<br>stockTechAnalysis | 个股技术面：获取股票的 KDJ、BOLL、MACD 等技术指标，以及技术面总结与走势分析。 | 宁德时代的技术面怎么样？ |
| | 个股资金面分析<br>stockCapAnalysis | 个股资金面：获取股票主力资金流向、龙虎榜、两融数据。 | 茅台今日主力资金流入多少？ |
| | 个股基本面<br>stockFunAnalysis | 个股基本面：获取股票的PE、PB、ROE、毛利率、净利率，及公司财务等公司基本面数据。 | 宁德时代最近的市盈率多少？ |
| | 个股研报观点<br>stockRep | 个股研报面：获取股票近90天（3个月）内最新的3篇研报观点。 | 五粮液最新的研报 |
| | 个股最新行情<br>stockLatestPrice | 个股最新行情：获取股票最新行情数据，包括价格、涨跌幅、交易量。 | 茅台和宁德时代当前最新价格是多少？ |
| | 个股实体解析<br>guessStockCode | 个股实体解析：将日常对话中个股简称、别称，解析为标准的股票代码、名称、交易市场（SH：沪市；SZ：深市；BJ：京市；NQ：新三板；US：美股；HK：港股）。 | 茅台和宁德时代当前最新价格是多少？ |
| | 个股风险扫雷<br>stockRiskWarning | 个股风险扫雷：获取个股潜在的风险信息 | 国轩高科最近股价有点妖，帮我扫个雷 |
| | 个股股性查询<br>stockFlexibility | 个股股性查询：获取个股对于外部事件的股价反应弹性 | 国轩高科股价弹性如何? |
| | 个股估值面<br>stockValuation | 个股估值面：获取股票的PE、PB、ROE、毛利率、净利率，所属行业行业市盈率等公司估值数据。 | 国轩高科现在估值合理吗？ |
| A股大盘分析 | 大盘后市观点<br>mktForwardLook | 大盘后市观点：可获取指定日期的A股大盘后市展望。 | A股后市怎么走？ |
| | A股恐贪指数<br>aShareFearGreedIndex | A股恐贪指数：A股市场短期恐贪情绪指数 | A股短期恐贪情绪到哪啦？ |
| | A股市场温度计<br>aShareTemperature | A股市场温度计：A股当下市场的温度指数 | 当下A股市场温度如何？ |
| | A股大盘行情<br>aShareMarketQuotes | A股大盘行情：获取指定日期A股主流指数（上证指数、深证成指、创业板指、科创板指、北证指数、恒生指数等）行情。 | 今天大盘行情如何？ |
| A股板块分析 | 板块资金面分析<br>sectorCapAnalysis | 板块资金面：获取概念或行业板块主力资金流向、两融余额数据。 | 低空经济板块今日主力资金流入多少？ |
| | 板块基本面<br>sectorFunAnalysis | 板块基本面：获取概念或行业板块的PE、ROE、毛利率、财务经营数据等基本面数据。 | 低空经济板块的基本面怎么样？ |
| | 板块消息面<br>sectorNewsAnalysis | 板块消息面：获取概念或行业板块指定日期段内的新闻消息。 | 低空经济板块最近有啥消息？ |
| | 板块研报面<br>sectorReportAnalysis | 板块研报面：获取概念或行业板块指定日期段内的研报观点。 | 低空经济最新的研报 |
| | 板块最新行情<br>sectortLatestPrice | 板块最近行情：获取概念或行业板块最新实时价格、涨跌幅、交易量数据。 | 低空经济和芯片板块今天行情如何？ |
| | 板块相关个股<br>sectorRelatedStocks | 板块相关个股：获取行业或概念板块所影响股票及关联理由，相关个股可根据个股涨跌幅、个股市值、概念相关度进行排序。 | 苹果概念有哪些龙头股？ |
| | 板块涨跌幅榜单<br>sectorPriceChangeRank | 板块涨跌幅榜单：查询日期区间内涨跌幅最大的板块榜单，并提供相关消息 | 今天涨幅前10的板块是哪些？ |
| | 板块行情查询与归因<br>sectorPriceChangeReason | 板块行情查询与归因：查询日期区间的板块行情，并给出归因消息 | 创新药板块最近一个月涨幅多少？ |
| ETF分析与诊断 | ETF基本信息<br>etfBasicInfo | ETF基本信息：获取ETF基金的规模、费率、跟踪误差等基本信息关键数据与解读。 | 大成有色金属期货ETF的综合费率是多少 |
| | ETF基本面与估值<br>etfFunAnalysis | ETF基本面与估值：获取ETF的市盈率PE、PE分位、市净率PB、PB分位、股息率、ROE等估值与基本面关键数据。 | 沪深300ETF估值怎么样 |
| | ETF业绩表现<br>etfPerformance | ETF业绩数据：获取ETF基金近1年、3年、今年、成立以来的业绩指标，包括：收益率、年化收益率、年化波动、夏普比率、最大回撤、年化超额、信息比率。 | 中证A500易方达ETF今年以来业绩如何？ |
| | ETF底层资产<br>etfUnderAssets | ETF底层资产：获取ETF底层重仓行业、重仓股票、重仓债券 | 中证A500易方达ETF重仓股有哪些？ |
| | ETF实时行情<br>etfLatestPrice | ETF实时行情：获取ETF基金最新规模、费率、跟踪误差等基本信息关键数据。 | 医药ETF今天涨了多少 |
| | ETF技术面<br>etfTechAnalysis | ETF技术面：获取ETF基金的均线、MACD等技术面关键数据与解读。 | 沪深300ETF的技术面怎么样？ |
| | ETF消息面<br>etfRelatedNews | ETF消息面：获取ETF基金最近相关新闻资讯。 | 沪深300ETF有什么消息？ |
| 基金分析与诊断 | 基金基本信息<br>fundBasicInfo | 基金基本信息：获取基金分类、基金标签、所属公司、基金经理 | 招商量化精选的基金经理是谁？ |
| | 基金业绩<br>fundPerformance | 基金业绩：近1年、3年、今年、成立以来的业绩指标，包括：收益率、年化收益率、年化波动、夏普比率、最大回撤、年化超额、信息比率 | 招商量化精选近一年收益如何？ |
| | 基金底层资产<br>fundUnderAssets | 基金底层资产：穿透分析基金底层重仓行业、重仓股票、重仓债券 | 招商量化精选的重仓股表现怎么样？ |
| | 基金经理观点<br>fundRecentViews | 基金经理观点：基金经理对基金的近期观点，包括：投资策略和运作分析、未来宏观展望 | 招商量化精选和中泰星元价值优选的近期投资观点 |
| | 基金实体解析<br>guessFundCode | 基金实体解析：将基金简称、别称，解析为标准基金代码、名称、交易市场（SH：沪市，SZ：深市，OF：场外）。 | 半导体ETF怎么样 |
| 市场大事解读 | A股市场大事<br>aShareMarketEvents | A股市场大事：获取A股市场相关宏观、产业、行业、上市公司（股票）重要事件，并解读其中机会。 | 最近市场上有哪些大事？ |
| 证券资讯搜索 | 证券官媒检索<br>officialSecuNews | 证券官媒检索：获取相关证券官媒资讯 | 稳定币最近有什么消息 |
| | 证券自媒检索<br>weMediaSecuNews | 证券自媒检索：获取相关证券自媒体资讯 | 茅台最近有什么消息 |
| | 金融实体解析<br>finEntityExtract | 金融实体解析：根据自然语言中提及的个股、基金、概念板块、行业，返回其代码、名称。其中，个股还返回所属概念、所属申万行业，ETF基金返回其跟踪指数。 | 茅台今日涨跌幅 |
| | 查询当前时间<br>currentDatetime | 查询当前日期时间：获取今天的日期、时间、星期几、节日。 | 黄金ETF今日涨跌幅 |
| | 查询交易日期<br>recentTransDate | 交易日期：获取今天的日期和是否交易日、上一个交易日期、下一个交易日期。 | 黄金ETF上个交易日的跟踪误差？ |
| 研究观点搜索 | 宏观研究观点<br>macroResearch | 宏观研报观点：获取各券商对于宏观（经济数据、宏观事件、宏观政策）的研究观点和解读。 | 机构怎么看美联储降息 |
| | 公司研究观点<br>stkResearch | 公司研究观点：获取各券商对于个股（即：上市公司）的研究观点 | 机构怎么看嘉益股份？ |
| | 行业研究观点<br>industryResearch | 行业研究观点：获取各券商对于行业的研究观点 | 旅游行业最近的投资建议 |
| | 研报评级统计<br>researchRatingStats | 研报评级统计：个股（上市公司）或行业的评级统计 | 各家券商机构对茅台的股票评级情况 |
## 部署方法
### VS Code + Cline
使用VS Code + Cline配置MCP Server样例如下(试用免费试用的API_KEY）。
```json
{
"mcpServers": {
"deepq-finance-toolkit-mcp-server": {
"command": "npx",
"args": [
"-y",
"@deepqtech/mcp-server-js@latest",
"start"
],
"env": {
"DEEPQ_API_KEY": "4iskgEuB4nTSHaCad2bDUw"
}
}
}
}
```
注意：当调用并发太多，将收到报错message：You have been restricted, please try again later!。可申请独立并发流量：https://g.h5gdvip.com/p/tgcp0ld7