How do I use Financial MCP Server?

1. Click on "Install Server". 2. Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state. 3. In the chat, type @ followed by the MCP server name and your instructions, e.g., "@Financial MCP Server Compare the current stock prices of Apple and Microsoft" That's it! The server will respond to your query, and you can continue using it as needed. Here is a step-by-step guide with screenshots.

Financial MCP Server

A production-ready Model Context Protocol (MCP) server that enables AI assistants (Claude Desktop, ChatGPT Desktop) to query financial data from three different sources.

Features

Exchange Rates - Real-time currency conversion using public API
Stock Market Data - Live stock quotes via Alpha Vantage API
Transaction Database - CSV-based local database with sample financial data
Dual Mode - Runs locally (Stdio) or as a Web Service (SSE)

🌐 Live Demo

You can connect to the hosted server directly without installing anything.

Option 1: Claude Desktop (Visual)

Open similar dialog to "Add custom connector" (if available in your version).
Name: Financial Mcp Demo
URL: https://financial-mcp.el-hamdani.com/sse

Option 2: OpenAI / ChatGPT (Actions)

Click "New App" or "Add Action".
Name: Financial Mcp Demo
MCP Server URL: https://financial-mcp.el-hamdani.com/sse
Authentication: None / None (Public API)

Option 3: Claude Desktop (Config File)

Add this to claude_desktop_config.json:

{ "mcpServers": { "financial-mcp-demo": { "command": "npx", "args": [ "-y", "@modelcontextprotocol/server-sse-client", "https://financial-mcp.el-hamdani.com/sse" ] } } }

Quick Start

Installation

npm install npm run build

Configuration

Claude Desktop

Add to your Claude Desktop configuration:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json

Windows: %APPDATA%\Claude\claude_desktop_config.json

{ "mcpServers": { "financial-data": { "command": "node", "args": ["/absolute/path/to/financial-mcp-server/dist/index.js"], "env": { "ALPHA_VANTAGE_API_KEY": "your_api_key_here" } } } }

Optional: Stock Market Data

To enable stock market tools, get a free API key from Alpha Vantage and add it to the configuration.

Available Tools

Exchange Rate Tools

Tool	Description
`get_exchange_rate`	Get exchange rate between two currencies
`convert_currency`	Convert an amount from one currency to another
`get_multiple_rates`	Get rates from one currency to multiple targets

Stock Market Tools

Tool	Description
`get_stock_quote`	Get current stock quote for a symbol
`compare_stocks`	Compare multiple stock quotes

Transaction Tools

Tool	Description
`query_transactions`	Search and filter financial transactions
`get_spending_by_category`	Get spending breakdown by category
`get_spending_by_department`	Get spending breakdown by department
`compare_to_budget`	Compare actual spending vs budget
`get_top_vendors`	Get top vendors by spending

Example Queries

Exchange Rates

"What's the EUR to USD exchange rate?"
"Convert 10,000 EUR to USD"
"Show me rates from EUR to USD, GBP, JPY, CHF"

Transactions

"What were our total expenses in Q4 2024?"
"Show me all software purchases over 1,000 EUR"
"Which department spent the most on travel?"
"Are we over budget in any category?"
"Who are our top 5 vendors?"

Stocks (requires API key)

"What's Apple's current stock price?"
"Compare Microsoft, Google, and Apple stocks"

Sample Data

The database includes 23 sample transactions across:

Departments: Engineering, Sales, Marketing
Categories: Software, Hardware, Travel, Marketing
Time Period: Q4 2024 - Q1 2025

Project Structure

financial-mcp-server/ ├── package.json ├── tsconfig.json ├── src/ │ ├── index.ts # Main server entry │ ├── types.ts # TypeScript interfaces │ ├── services/ # Data access layer │ │ ├── exchangeRate.ts │ │ ├── stockData.ts │ │ └── database.ts │ └── tools/ # MCP tool implementations │ ├── exchangeRate.ts │ ├── stockData.ts │ └── transactions.ts └── data/ ├── transactions.csv └── budgets.csv

Development

# Build npm run build # Watch mode npm run watch

License

MIT

This server cannot be installed

-

security - not tested

F

license - not found

-

quality - not tested

How are these scores calculated?

Resources

GitHub Repository

Need Help?

Report Issue

Related Servers

Financial MCP Server

Financial MCP Server

Features

🌐 Live Demo

Option 1: Claude Desktop (Visual)

Option 2: OpenAI / ChatGPT (Actions)

Option 3: Claude Desktop (Config File)

Quick Start

Installation

Configuration

Claude Desktop

Optional: Stock Market Data

Available Tools

Exchange Rate Tools

Stock Market Tools

Transaction Tools

Example Queries

Exchange Rates

Transactions

Stocks (requires API key)

Sample Data

Project Structure

Development

License

Resources

New MCP Servers

Latest Blog Posts

MCP directory API