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finance-mcp

Live financial data for any LLM agent. Stock quotes · crypto · SEC filings · XBRL financials · FX · macro indicators

npm License: MIT Node MCP API key Tools


Why

Most finance APIs want a signup, a key, and a credit card before your agent can answer "what's Apple trading at?"

finance-mcp wraps five genuinely free public sources behind ten MCP tools. Clone, build, point Claude at it — done. The only configuration is an email address, and only because the SEC insists on one.

Related MCP server: FinData MCP

Tools

Tool

What it does

get_stock_quote

Current price, day/52-week range, volume — stocks, ETFs, indices

get_price_history

OHLCV candles plus period return and high/low summary

search_symbols

Resolve a company name to a ticker

get_fx_rate

Currency conversion at ECB reference rates

get_crypto_price

Spot price, 24h change, market cap, volume

get_crypto_market

Top coins ranked by market cap

get_sec_filings

Recent EDGAR filings with direct document URLs, filterable by form

get_sec_financials

As-filed XBRL line items as a time series

search_sec_filings

Full-text search across every EDGAR filing since 2001

get_economic_indicator

World Bank macro series — GDP, inflation, unemployment, debt, trade

How it fits together

flowchart LR
    A["Claude Desktop<br/>Claude Code<br/>any MCP client"] -->|MCP over stdio| B["finance-mcp"]
    B --> C["Yahoo Finance<br/><i>equities · ETFs · indices</i>"]
    B --> D["CoinGecko<br/><i>crypto</i>"]
    B --> E["SEC EDGAR<br/><i>filings · XBRL</i>"]
    B --> F["ECB / Frankfurter<br/><i>FX</i>"]
    B --> G["World Bank<br/><i>macro</i>"]

The shared HTTP layer paces requests per host, retries 429/403/5xx with exponential backoff, honours Retry-After, and caches responses in memory — 30s for quotes, hours for filings and macro series.

Quickstart

claude mcp add finance -e SEC_USER_AGENT="Your Name your@email.com" -- npx -y finance-data-mcp
git clone https://github.com/AdityaSBisht/finance-mcp.git
cd finance-mcp
npm install
npm run build
claude mcp add finance -e SEC_USER_AGENT="Your Name your@email.com" -- node "$(pwd)/dist/index.js"

Add to claude_desktop_config.json — on macOS, ~/Library/Application Support/Claude/claude_desktop_config.json — then restart the app:

{
  "mcpServers": {
    "finance": {
      "command": "npx",
      "args": ["-y", "finance-data-mcp"],
      "env": {
        "SEC_USER_AGENT": "Your Name your@email.com"
      }
    }
  }
}

To run from a local clone instead, use "command": "node" with "args": ["/absolute/path/to/finance-mcp/dist/index.js"].

The server speaks MCP over stdio. Run node dist/index.js and point your client at it.

Try it

What's Apple trading at?

Compare BTC and ETH over the last 24 hours.

Show me Microsoft's revenue for the last 5 years from their filings.

What 8-Ks has Tesla filed recently?

Which companies mention "quantum computing" in their 10-Ks?

What's India's GDP growth been over the past decade?

Convert 5000 USD to JPY.

Data sources

Source

Used for

Key required

Yahoo Finance

Equities, ETFs, indices, exotic FX

No

CoinGecko

Cryptocurrency

No

SEC EDGAR

Filings and XBRL financials

No (User-Agent required)

Frankfurter / ECB

FX reference rates

No

World Bank

Macroeconomic indicators

No

Configuration

Env var

Required

Purpose

SEC_USER_AGENT

For SEC tools

EDGAR requires a User-Agent with a real name and email on every request, and returns 403 without one. Format: "Your Name your@email.com".

IMPORTANT

MCP clients donot pass your shell environment to the server. Set SEC_USER_AGENT in the client config shown above, not in .zshrc.

Development

npm run dev      # tsc --watch
npm test         # 9 offline tests, stubbed fetch, no network
npm run smoke    # drives all 10 tools against the live APIs

Notes and limitations

  • Yahoo rate-limits by IP, and it cares what you claim to be. Sending a spoofed desktop-browser User-Agent gets you throttled hard — measured 0/8 successful requests with a Chrome UA versus 8/8 with an honest finance-mcp/0.1 one, alternating back to back. This server identifies itself honestly for that reason; don't "fix" it by pretending to be a browser. FX is served from the ECB instead, which has no rate limit.

  • Quotes may be delayed up to ~15 minutes and are not exchange-official.

  • SEC XBRL figures are as-filed. get_sec_financials labels each row by the period it covers, not the fiscal year of the filing it came from — EDGAR's own fy field describes the filing, so a 10-K restating a prior year would otherwise mislabel it.

  • search_sec_filings ranks by EDGAR's relevance, which favours companies with your query in their name.

  • World Bank data is annual and typically lags one to two years.

Disclaimer

An informational data tool. Nothing it returns is investment advice, and the data carries no accuracy or availability guarantee. Verify anything you intend to act on against an official source.

License

MIT © Aditya Bisht

A
license - permissive license
-
quality - not tested
B
maintenance

Maintenance

Maintainers
Response time
0dRelease cycle
2Releases (12mo)

Resources

Unclaimed servers have limited discoverability.

Looking for Admin?

If you are the server author, to access and configure the admin panel.

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