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HonglingLei

MCP-Server-Financial-Analyzer

by HonglingLei

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
HOSTNoBind address (HTTP mode only)0.0.0.0
PORTNoPort (HTTP mode only)8000
TRANSPORTNoTransport mode: 'stdio' for local, 'streamable-http' for cloudstdio
EDGAR_IDENTITYYesYour name and email as required by SEC fair-use policy, e.g. 'Your Name your@email.com'
MCP_AUTH_TOKENNoBearer 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

CapabilityDetails
tools
{
  "listChanged": false
}
prompts
{
  "listChanged": false
}
resources
{
  "subscribe": false,
  "listChanged": false
}
experimental
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
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

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription
market_overviewCurrent levels of major US market indices and volatility indicators.
sector_performanceDaily performance of major US stock market sectors via SPDR ETFs.

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