# open-fin-mcp

A FastMCP server for financial data, company context, market information,
financial modelling, and valuation. It includes a deterministic sample provider,
so all 15 tools can be exercised before a live data source is connected.

## Tools

| Group | Tools |
| --- | --- |
| Data | `get_income_statement`, `get_balance_sheet`, `get_cashflow_statement`, `get_financial_metrics`, `get_segment_financials` |
| Context | `get_management_guidance`, `get_concall_summary`, `get_company_events` |
| Market | `get_market_data`, `get_capital_structure` |
| Modelling | `project_financials`, `validate_financial_model` |
| Valuation | `calculate_wacc`, `calculate_dcf`, `dcf_sensitivity` |

## Setup

Python 3.11 or newer is required.

```bash
python3 -m venv .venv
source .venv/bin/activate
python -m pip install -e ".[dev]"
```

## Run

Start the default STDIO transport for local MCP clients:

```bash
open-fin-mcp
```

Start Streamable HTTP for development:

```bash
OPEN_FIN_MCP_TRANSPORT=http open-fin-mcp
```

The MCP endpoint is then available at `http://127.0.0.1:8000/mcp`.
Host and port can be changed with `OPEN_FIN_MCP_HOST` and
`OPEN_FIN_MCP_PORT`.

FastMCP's CLI can also use the included project configuration:

```bash
fastmcp run
```

## Test

```bash
pytest
ruff check .
```

## Connect Live Data

The sample implementation lives in `src/open_fin_mcp/providers.py`.
Implement the `FinanceProvider` protocol there, then pass the new provider to
`create_server()` in `src/open_fin_mcp/server.py`. Modelling and valuation code
is provider-independent.