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📖 Project Overview

Finance MCP is an intelligent agent toolkit and MCP server designed for financial research scenarios. Built on the FlowLLM framework, it integrates components such as Crawl4AI, Tushare, Tavily/DashScope search, and more, helping you quickly build professional financial research agent systems.

💡 Why Choose Finance MCP?

  • Zero-Code Configuration: Combine operators through YAML configuration files without writing service code

  • Out-of-the-Box: Pre-configured 20+ financial research-related flows covering common research scenarios

  • Multi-Protocol Support: Supports both MCP (stdio/SSE/HTTP) and HTTP RESTful API

  • Smart Caching: Built-in multi-level caching mechanism to improve efficiency and reduce costs

  • Modular Design: Each functional module is independently configurable, supporting enable/disable as needed


📰 Latest Updates

  • [2025-12] 🎉 Released agentskills-mcp v0.1.x


🚀 MCP Services

Default MCP Services

Service Name

Description

Dependencies

Input Parameters

history_calculate

Price-volume analysis based on Tushare A-share historical data

TUSHARE_API_TOKEN

code

:

601899

query

: How much did it rise in the past week? Any MACD golden cross?

crawl_url

Scrape and parse web content

crawl4ai

url

:

https://example.com

extract_entities_code

Identify financial entities from text and complete stock codes (currently uses dashscope_search, replaceable)

DASHSCOPE_API_KEY

query

: I want to learn about Kweichow Moutai stock

execute_code

Execute arbitrary Python code

-

code

:

print(1+1)

execute_shell

Execute shell commands

-

command

:

ls

dashscope_search

Web search based on DashScope

DASHSCOPE_API_KEY

query

: Recent news about Zijin Mining

tavily_search

Web search based on Tavily

TAVILY_API_KEY

query

: financial news

mock_search

Mock search for LLM simulation

-

query

: test query

react_agent

ReAct agent combining multiple tools for answering complex questions

-

query

: Help me analyze Zijin Mining's trend for the next week

TongHuaShun MCP Services

Note: These MCP services are implemented via crawl4ai. High concurrency may result in IP blocking.

Service Name

Description

Dependencies

Input Parameters

crawl_ths_company

Get company profile information by A-share stock code, including details, executive introductions, issuance-related info, subsidiaries, etc., and return query-relevant information

crawl4ai

code

: 600519

query

: What are the company's main business and executive situation?

crawl_ths_holder

Get shareholder research information by A-share stock code, including shareholder count, top 10 circulating shareholders, top 10 shareholders, bondholders, controlling hierarchy, etc.

crawl4ai

code

: 600519

query

: How have shareholder count and major shareholder structure changed recently?

crawl_ths_operate

Get operational analysis information by A-share stock code, including main business introduction, operational data, main business composition, customers & suppliers, business review, product prices, etc.

crawl4ai

code

: 600519

query

: What is the company's main business composition and operational situation?

crawl_ths_equity

Get equity structure information by A-share stock code, including unlock schedule, total equity composition, A-share structure chart, historical equity changes, etc.

crawl4ai

code

: 600519

query

: What restricted shares will be unlocked in the next year?

crawl_ths_capital

Get capital operation information by A-share stock code, including funding sources, project investments, M&A, equity investments, IPO participation, equity transfers, pledge/unfreeze, etc.

crawl4ai

code

: 600519

query

: What recent M&A or capital operations has the company had?

crawl_ths_worth

Get earnings forecast information by A-share stock code, including performance forecasts, detailed forecast tables, research report ratings, etc.

crawl4ai

code

: 600519

query

: What are the earnings forecasts and institutional ratings for the next three years?

crawl_ths_news

Get news and announcements by A-share stock code, including news-price correlation, announcement lists, hot news, research report lists, etc.

crawl4ai

code

: 600519

query

: What are the recent important announcements or news?

crawl_ths_concept

Get concept and theme information by A-share stock code, including regular concepts, other concepts, theme highlights, concept comparison, etc.

crawl4ai

code

: 600519

query

: What concept themes does this stock involve?

crawl_ths_position

Get major position information by A-share stock code, including institutional holdings summary, holding details, takeover situations, IPO allocation institutions, etc.

crawl4ai

code

: 600519

query

: What is the institutional holding trend and major institutional holdings?

crawl_ths_agentskills

Get financial analysis information by A-share stock code, including financial diagnosis, financial indicators, indicator change explanations, asset-liability composition, financial reports, DuPont analysis, etc.

crawl4ai

code

: 600519

query

: What is the company's profitability and financial structure?

crawl_ths_bonus

Get dividend and financing information by A-share stock code, including dividend diagnosis, dividend history, additional issuance allocation details, additional issuance overview, rights issue overview, etc.

crawl4ai

code

: 600519

query

: What is the historical dividend situation and recent financing arrangements?

crawl_ths_event

Get company events by A-share stock code, including executive shareholding changes, shareholder shareholding changes, guarantee details, violations, institutional research, investor interactions, etc.

crawl4ai

code

: 600519

query

: What are the recent major events or executive shareholding changes?

crawl_ths_field

Get industry comparison information by A-share stock code, including industry position, industry news, etc.

crawl4ai

code

: 600519

query

: What is the company's position in its industry?

External MCP Services

Note: External MCP services are called via SSE (Server-Sent Events). You need to configure the BAILIAN_MCP_API_KEY environment variable in .env.

Service Name

Description

Dependencies

Input Parameters

tongyi_search

WebSearch service based on DashScope

BAILIAN_MCP_API_KEY

query

: Recent news about Zijin Mining

bochaai_search

BochaAI search service based on DashScope

BAILIAN_MCP_API_KEY

query

: financial news


🚀 Quick Start

Installation

Install Finance MCP using pip:

pip install agentskills-mcp

Or using uv:

uv pip install agentskills-mcp

Usage Modes

Finance MCP supports two usage modes:

  1. Stdio Mode: Direct execution via uvx, suitable for local MCP clients (Claude Desktop, Cursor, etc.)

  2. Service Mode: Start as HTTP/SSE server, suitable for remote deployment and web applications


Mode 1: Stdio Mode (Direct Execution)

This mode runs Finance MCP directly through uvx, communicating via standard input/output. Ideal for local MCP clients.

Step 1: Configure MCP Client

Add this configuration to your MCP client (e.g., Claude Desktop, Cursor):

{ "mcpServers": { "agentskills-mcp": { "command": "uvx", "args": [ "agentskills-mcp", "config=default,ths", "mcp.transport=stdio", "llm.default.model_name=qwen3-30b-a3b-thinking-2507", "disabled_flows='[\"tavily_search\",\"mock_search\",\"react_agent\"]'" ], "env": { "FLOW_LLM_API_KEY": "xxx", "FLOW_LLM_BASE_URL": "https://dashscope.aliyuncs.com/compatible-mode/v1", "DASHSCOPE_API_KEY": "xxx", "TUSHARE_API_TOKEN": "xxx", "TAVILY_API_KEY": "xxx", "BAILIAN_MCP_API_KEY": "xxx" } } } }

Mode 2: Service Mode (HTTP/SSE Server)

This mode starts Finance MCP as a standalone HTTP/SSE server that can be accessed remotely.

Step 1: Configure Environment Variables

Copy example.env to .env and fill in your API keys:

cp example.env .env # Edit .env and fill in your API keys

Step 2: Start the Server

Start the Finance MCP server with SSE transport:

agentskills-mcp \ config=default,ths \ mcp.transport=sse \ mcp.host=0.0.0.0 \ mcp.port=8001 \ llm.default.model_name=qwen3-30b-a3b-thinking-2507 \ disabled_flows='["tavily_search","mock_search","react_agent"]'

The service will be available at: http://0.0.0.0:8001/sse

Step 3: Connect from MCP Client

Add this configuration to your MCP client to connect to the remote SSE server:

{ "mcpServers": { "agentskills-mcp": { "type": "sse", "url": "http://0.0.0.0:8001/sse" } } }

HTTP RESTful API with Streaming Support

Finance MCP also supports HTTP RESTful API mode with streaming capabilities. This allows you to access flows directly via HTTP endpoints, not just through MCP protocol.

Step 1: Start HTTP Server

Start the Finance MCP server with HTTP backend:

agentskills-mcp \ config=default,stream_agent \ backend=http \ http.host=0.0.0.0 \ http.port=8002 \ llm.default.model_name=qwen3-30b-a3b-thinking-2507

Step 2: Make Streaming HTTP Requests

All flows configured with stream: true will be exposed as streaming HTTP endpoints. Responses are streamed in real-time using Server-Sent Events (SSE) format.

Example: Request streaming deep research (inspired by open_deep_research):

curl -X POST http://0.0.0.0:8002/langchain_deep_research \ -H "Content-Type: application/json" \ -d '{"query": "I want to learn about Kweichow Moutai stock"}'

The response will be streamed in real-time, showing:

  • Thinking process and reasoning

  • Tool calls and intermediate results

  • Final comprehensive answer

Note: By default, this uses DashScope search, but you can replace it with other search backends (e.g., Tavily) by modifying the stream_agent.yaml configuration.

Configuration Parameters

Parameter

Description

Example

config

Configuration files to load (comma-separated). Available:

default

(core flows),

ths

(TongHuaShun stock data),

stream_agent

(streaming agents),

external_mcp

(external MCP services)

config=default,ths

mcp.transport

Transport mode:

stdio

(Claude Desktop),

sse

(web apps),

http

(RESTful),

streamable-http

mcp.transport=stdio

mcp.host

Host address (for sse/http transports only)

mcp.host=0.0.0.0

mcp.port

Port number (for sse/http transports only)

mcp.port=8001

llm.default.model_name

Default LLM model name (overrides config file)

llm.default.model_name=qwen3-30b-a3b-thinking-2507

disabled_flows

JSON array of flow names to disable.

Tip

: Disable flows if you don't have the required API keys (e.g.,

tavily_search

requires

TAVILY_API_KEY

)

disabled_flows='["react_agent"]'

Environment Variables

Variable

Required

Description

FLOW_LLM_API_KEY

✅ Yes

API key for OpenAI-compatible LLM service

FLOW_LLM_BASE_URL

✅ Yes

Base URL for OpenAI-compatible LLM service

DASHSCOPE_API_KEY

⚠️ Optional

For DashScope search and entity extraction

TUSHARE_API_TOKEN

⚠️ Optional

For historical data analysis

TAVILY_API_KEY

⚠️ Optional

For Tavily web search

BAILIAN_MCP_API_KEY

⚠️ Optional

For external MCP services


Using with FastMCP Client

When running in Service Mode, you can also use the FastMCP Python client to directly access the server:

import asyncio from fastmcp import Client async def main(): async with Client("http://0.0.0.0:8001/sse") as client: result = await client.call_tool( name="dashscope_search", arguments={"query": "Recent news about Zijin Mining"} ) print(result) asyncio.run(main())

🤝 Contributing

We welcome contributions! To get started:

  1. Install the package in development mode:

pip install -e .
  1. Install pre-commit hooks:

pip install pre-commit pre-commit run --all-files
  1. Submit a pull request with your changes.


📚 Learn More

⚖️ License

This project is licensed under the Apache License 2.0 - see the LICENSE file for details.


📈 Star History

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