open-fin-mcp
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| OPEN_FIN_MCP_HOST | No | Host for the Streamable HTTP server. | 127.0.0.1 |
| OPEN_FIN_MCP_PORT | No | Port for the Streamable HTTP server. | 8000 |
| OPEN_FIN_MCP_TRANSPORT | No | Transport mode for the MCP server. Set to 'http' for Streamable HTTP, otherwise defaults to STDIO. | stdio |
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 |
|---|---|
| tasks | {
"list": {},
"cancel": {},
"requests": {
"tools": {
"call": {}
},
"prompts": {
"get": {}
},
"resources": {
"read": {}
}
}
} |
| tools | {
"listChanged": true
} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| get_income_statementC | Get historical income statements for a public company ticker. |
| get_balance_sheetB | Get historical balance sheets for a public company ticker. |
| get_cashflow_statementB | Get historical cash flow statements for a public company ticker. |
| get_financial_metricsC | Get profitability, returns, margins, and leverage metrics. |
| get_segment_financialsA | Get revenue and operating income by reported business segment. |
| get_management_guidanceC | Get the latest quantitative management guidance and outlook. |
| get_concall_summaryC | Get an earnings-call summary with themes, risks, and sentiment. |
| get_company_eventsC | Get upcoming and recent company events. |
| get_market_dataC | Get the latest price and market capitalization for a ticker. |
| get_capital_structureC | Get cash, debt, net debt, and diluted shares outstanding. |
| project_financialsB | Project revenue, EBIT, NOPAT, and unlevered free cash flow. |
| validate_financial_modelD | Validate required fields, numeric values, and basic model consistency. |
| calculate_waccC | Calculate weighted average cost of capital from decimal-rate inputs. |
| calculate_dcfA | Calculate enterprise, equity, and per-share value using a terminal-growth DCF. |
| dcf_sensitivityB | Calculate a per-share DCF sensitivity matrix across WACC and growth rates. |
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 15 tools
Most tools target clearly distinct data areas (income statement, balance sheet, cash flow, segments, guidance, events). Minor overlap exists between get_capital_structure and get_balance_sheet, and between get_financial_metrics and get_capital_structure, but descriptions are specific enough to avoid serious confusion.
The set largely follows a clear get_* / calculate_* / project_* / validate_* snake_case pattern, making tool purposes predictable. The one noticeable deviation is 'dcf_sensitivity', which would fit better as 'calculate_dcf_sensitivity' to match the other calculate_* tools.
At 15 tools, the server sits right at the upper edge of the ideal range, and each tool covers a meaningful part of the financial analysis and valuation workflow. No tool feels redundant or trivial.
The server covers the core financial-statement data, key metrics, management insights, and the full DCF modeling chain from projection through sensitivity. Minor gaps exist, such as no direct analyst-estimate tool or historical price series, but agents can still complete typical valuation workflows.