filinglens

filinglens is a small local bridge to the hosted Finbolt MCP server. Its centre of gravity is company financials taken from SEC filings, with every figure traceable to the filing it came from: ask for one reported fact and you get the value together with its accession number, form, filing date and XBRL tag; ask for a statement and you get the income statement, balance sheet or cash-flow statement newest period first. Around that core sit market data — quotes, daily / weekly / monthly time series, exchange rates and news sentiment — and the usual technical indicators.

The bridge holds no data of its own. It serves the upstream server's captured tool list locally and forwards each tool call upstream, returning the result untouched.

Labelled subset — 21 of 23 tools

This rebuild is a labelled subset: it serves 21 of the 23 tools in the live capture. The two omitted tools are find_tool and run_tool, a meta-dispatch pair that searches and runs "all 113 data tools, including ones not in the default list". That is a dynamic surface onto roughly 92 unenumerated tools whose schemas are nowhere published, so it cannot be parity-pinned and is deliberately not registered here. Their absence is asserted in the test suite.

The 21 served tools are entirely read-only: SEC-filing financials with citations, market data, and technical indicators. There is no trading, order, or account tool among them. Upstream descriptions mark the data "Personal research only"; respect that in use.

Related MCP server: ROIC.ai Financial Data MCP Server

Tools

Time series, search and quotes:

• fetch_time_series_daily — daily OHLCV. Required: symbol.

• fetch_time_series_weekly — weekly OHLCV. Required: symbol.

• fetch_time_series_monthly — monthly OHLCV. Required: symbol.

• search_endpoint — symbol / company search. Required: keywords.

• fetch_quote — latest price and trading info. Required: symbol.

• fetch_news_sentiment — news sentiment. Required: tickers.

• fetch_company_overview — overview, ratios, market cap. Required: symbol.

• fetch_exchange_rate — currency conversion. Required: from_currency, to_currency.

Statements and earnings:

• fetch_income_statement — Required: symbol.

• fetch_balance_sheet — Required: symbol.

• fetch_cash_flow — Required: symbol.

• fetch_earnings — EPS estimates vs actuals. Required: symbol.

Technical indicators:

• fetch_sma — Required: symbol, interval, time_period.

• fetch_ema — Required: symbol, interval, time_period.

• fetch_macd — Required: symbol, interval.

• fetch_rsi — Required: symbol, interval.

• fetch_bbands — Required: symbol, interval.

SEC-filing tools:

• analyze_stock — one-call brief: filed fundamentals (each filing cited by accession), market figures and derived ratios. Required: symbol.

• compare_stocks — side-by-side table for 2–6 stocks. Required: symbols.

• get_fact — one reported figure with its citation; a figure never reported comes back as missing, never estimated. Required: company, concept.

• financials — a full statement from SEC filings, newest period first, every null carrying a reason. Required: company.

Configuration

• FINBOLT_MCP_URL (optional) — override the upstream endpoint. Defaults to https://api.getfinbolt.com/mcp. (The override hook is this rebuild's own labelled reconstruction.)

• FINBOLT_API_KEY (optional) — when set, every upstream request carries an Authorization: Bearer <key> header. When it is not set, no key header is sent. (The header name is pinned by the registry record; the Bearer scheme and the env forwarding are labelled reconstructions — the original surface was captured keyless.)

Forwarding mechanics

On the first tool call the client opens a streamable HTTP session with the upstream: a JSON-RPC initialize request (protocolVersion 2025-03-26, clientInfo name filinglens), then a notifications/initialized notification, then the tools/call request carrying the caller's arguments unchanged. When the upstream answers initialize with an Mcp-Session-Id header, that value rides on every later request of the session, which is reused for the life of the process. Replies may arrive as plain JSON or as server-sent events; both are read.

Successful upstream results pass through verbatim, including any isError flag the upstream sets. Failures — a JSON-RPC error, a non-2xx status, an unreadable response, or a request that cannot be completed — come back as an isError result whose text starts with filinglens error: (this rendering is this rebuild's own labelled reconstruction).

CLI

Each tool is also a subcommand taking one JSON argument string:

npx @reneturcios/filinglens fetch_quote '{"symbol":"AAPL"}'
npx @reneturcios/filinglens get_fact '{"company":"AAPL","concept":"revenue"}'
npx @reneturcios/filinglens financials '{"company":"AAPL","statement":"income"}'
npx @reneturcios/filinglens --version

Exit codes: 0 on success, 1 on an isError result, 2 on a usage error.

MCP server

npx -y @reneturcios/filinglens mcp

MCP client config:

{
  "mcpServers": {
    "filinglens": {
      "command": "npx",
      "args": ["-y", "@reneturcios/filinglens", "mcp"]
    }
  }
}

Docker

docker run -i ghcr.io/cloudcorprecords/filinglens
docker run --rm ghcr.io/cloudcorprecords/filinglens --version

The container's default command is mcp, so the first form is a stdio MCP server; any other arguments reach the CLI normally.

Development

npm install
npm run build
npm test
npm run dev

The test suite runs entirely against a stubbed JSON-RPC upstream — no live network calls.

License

MIT — see LICENSE.