mcp-financial-data-server
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
Instructions
Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.
This server publishes no instructions, or was last inspected before Glama recorded them.
Capabilities
Features and capabilities supported by this server
Protocol revision2025-11-25
| Capability | Details |
|---|---|
| tools | {
"listChanged": false
} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| get_quoteA | Get the current price and day change for a stock ticker. Args: ticker: Ticker symbol, e.g. 'AAPL', 'MSFT', or 'PETR4.SA' for B3-listed stocks. Returns the latest price, previous close, absolute and percentage change, and currency. Returns an {"error": ...} payload if the ticker is invalid or the data provider is unreachable. |
| get_portfolio_metricsA | Compute risk/return metrics for a weighted portfolio of stocks. Args: tickers: Ticker symbols in the portfolio, e.g. ['AAPL', 'MSFT']. weights: Portfolio weight per ticker, same order, must sum to 1.0. period: Lookback window: one of '1mo','3mo','6mo','1y','2y','5y','10y','ytd','max'. risk_free_rate: Annualized risk-free rate for the Sharpe ratio (e.g. 0.1075 for 10.75%). Returns cumulative return, annualized return, annualized volatility, Sharpe ratio, and max drawdown for the combined portfolio. |
| compare_assetsA | Compute the correlation matrix of daily returns between two or more assets. Args: tickers: Two or more ticker symbols to correlate, e.g. ['AAPL', 'MSFT', 'GOOGL']. period: Lookback window: one of '1mo','3mo','6mo','1y','2y','5y','10y','ytd','max'. Returns a ticker-by-ticker correlation matrix of daily returns (-1 to 1). |
| get_historical_summaryA | Get a summarized price history for one ticker: moving averages, high/low, and return. Args: ticker: Ticker symbol, e.g. 'AAPL' or 'VALE3.SA'. period: Lookback window: one of '1mo','3mo','6mo','1y','2y','5y','10y','ytd','max'. Returns the 20/50-day simple moving averages, period high/low close, and cumulative return over the window. Moving averages are null when there isn't enough history for that window. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
TDQS
Scored across 4 tools
The four tools have generally clear boundaries: price snapshot, portfolio analytics, correlation, and historical summary. There is mild overlap between get_quote and get_historical_summary since both are single-ticker price tools, but the current vs. windowed-summary distinction is understandable.
Names are consistently lowercase snake_case with a verb_noun pattern: get_quote, get_portfolio_metrics, compare_assets, get_historical_summary. The single compare_ prefix is still predictable and follows the same grammatical style.
Four tools is a modest but reasonable set for a focused market-data server. The count is not excessive, though the broad server name suggests slightly more coverage could be warranted.
The core quote and analytics workflows are covered, but there is no raw historical price series endpoint, no search/discovery tool, and no batch quote capability. These are notable gaps for a 'financial data' server, though users can still accomplish basic investing analyses.