MCP-Server-Financial-Analyzer
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| HOST | No | Bind address (HTTP mode only) | 0.0.0.0 |
| PORT | No | Port (HTTP mode only) | 8000 |
| TRANSPORT | No | Transport mode: 'stdio' for local, 'streamable-http' for cloud | stdio |
| EDGAR_IDENTITY | Yes | Your name and email as required by SEC fair-use policy, e.g. 'Your Name your@email.com' | |
| MCP_AUTH_TOKEN | No | Bearer token to protect the HTTP endpoint |
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_stock_priceA | Get the current price and key market data for a stock. Args: ticker: Stock ticker symbol, e.g. 'AAPL', 'MSFT', 'TSLA' |
| get_price_historyA | Get historical OHLCV price data for a stock. Args: ticker: Stock ticker symbol, e.g. 'AAPL' period: Time period - '1d','5d','1mo','3mo','6mo','1y','2y','5y','10y','ytd','max' interval: Data interval - '1m','2m','5m','15m','30m','60m','90m','1h','1d','5d','1wk','1mo','3mo' |
| get_stock_infoA | Get company profile and descriptive information for a stock. Args: ticker: Stock ticker symbol, e.g. 'AAPL' |
| get_income_statementA | Get income statement data (revenue, gross profit, EBITDA, net income, EPS). Args: ticker: Stock ticker symbol, e.g. 'AAPL' period: 'annual' or 'quarterly' |
| get_balance_sheetA | Get balance sheet data (assets, liabilities, equity, debt). Args: ticker: Stock ticker symbol, e.g. 'AAPL' period: 'annual' or 'quarterly' |
| get_cash_flowA | Get cash flow statement (operating, investing, financing, free cash flow). Args: ticker: Stock ticker symbol, e.g. 'AAPL' period: 'annual' or 'quarterly' |
| get_earnings_historyA | Get earnings history showing EPS estimates vs actuals and surprise percentages. Args: ticker: Stock ticker symbol, e.g. 'AAPL' |
| search_sec_filingsA | Search for SEC filings for a company. Args: ticker: Stock ticker symbol, e.g. 'AAPL' form_type: Filing type - '10-K', '10-Q', '8-K', 'DEF 14A', 'S-1', etc. limit: Maximum number of filings to return (1-20) |
| get_filing_sectionsA | Retrieve key sections from an SEC filing as markdown text. For 10-K filings the important sections are: business, risk_factors, mda (Management Discussion & Analysis), financials. Args: ticker: Stock ticker symbol, e.g. 'AAPL' form_type: Filing type - '10-K' or '10-Q' filing_date: Exact filing date YYYY-MM-DD; leave empty for most recent sections: Comma-separated section names to retrieve, or 'all' for a summary. Common values: 'business', 'risk_factors', 'mda' |
| get_company_factsA | Get basic company facts from SEC EDGAR (CIK, name, registered tickers). Also retrieves TTM (trailing twelve months) revenue and net income from the company's XBRL filings when available. Args: ticker: Stock ticker symbol, e.g. 'AAPL' |
| calculate_financial_ratiosA | Calculate key financial ratios for a stock. Returns valuation ratios (P/E, P/B, P/S, EV/EBITDA), profitability (ROE, ROA, profit margin, EBITDA margin), and leverage (debt/equity, current ratio, quick ratio). Args: ticker: Stock ticker symbol, e.g. 'AAPL' |
| analyze_trendsA | Analyse YoY / period-over-period growth trends for a financial metric. Args: ticker: Stock ticker symbol, e.g. 'AAPL' metric: Line item to analyse. Common values: 'Total Revenue', 'Gross Profit', 'Net Income', 'Operating Income', 'EBITDA', 'Free Cash Flow', 'Total Assets', 'Total Debt' periods: Number of annual periods to include (1-8) |
| compare_stocksA | Compare multiple stocks side-by-side on a single metric. Args: tickers: List of ticker symbols, e.g. ['AAPL', 'MSFT', 'GOOGL'] metric: Metric to compare. Options include: 'pe_ratio_ttm', 'pe_ratio_forward', 'price_to_book', 'price_to_sales_ttm', 'ev_to_ebitda', 'profit_margin', 'roe', 'roa', 'debt_to_equity', 'current_ratio', 'revenue_growth_yoy', 'earnings_growth_yoy', 'market_cap', 'current_price', 'dividend_yield' |
| dcf_estimateA | Estimate intrinsic value using a simplified Discounted Cash Flow (DCF) model. Uses trailing free cash flow from Yahoo Finance as the base, projects it forward, and discounts back to present value. Args: ticker: Stock ticker symbol, e.g. 'AAPL' growth_rate: Annual FCF growth rate for the projection period (e.g. 0.10 = 10%) discount_rate: Weighted average cost of capital / required return (e.g. 0.10 = 10%) terminal_growth_rate: Perpetual growth rate after projection period (e.g. 0.03 = 3%) projection_years: Number of years to project (1-10) |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
| market_overview | Current levels of major US market indices and volatility indicators. |
| sector_performance | Daily performance of major US stock market sectors via SPDR ETFs. |
TDQS
Scored across 14 tools
Most tools have clearly distinct purposes, such as the three financial statements and the price data tools. However, get_company_facts and get_stock_info both provide company information, and get_stock_price overlaps somewhat with get_stock_info in terms of market data, which could cause some confusion.
The majority of tools use a consistent get_ prefix, but several break this pattern with action verbs like calculate_financial_ratios, analyze_trends, and compare_stocks, and dcf_estimate does not follow the verb_noun structure. This mixing of conventions is readable but not fully predictable.
With 14 tools, the server is well-scoped for a financial analyzer, covering fundamental data, SEC filings, ratios, trends, comparisons, and valuation. Each tool serves a distinct analytical purpose without feeling excessive.
The tool set covers the main workflows of financial analysis: retrieving financial statements, calculating ratios, analyzing trends, comparing stocks, and performing DCF valuation. Minor gaps exist, such as no direct access to analyst estimates or news, but these are not critical for the core domain.