Finance Toolkit
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| FINANCIAL_MODELING_PREP_API_KEY | Yes | Your API key from FinancialModelingPrep. Required to access financial data. |
Capabilities
Features and capabilities supported by this server
| 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 |
|---|---|
| ratios_efficiencyA | Pre-computed efficiency ratios (asset turnover, inventory turnover, days sales outstanding, days payable outstanding, cash conversion cycle). Requires tickers='AAPL' — use comma-separated values for multiple tickers. Use instead of raw financial statements. Supports quarterly=true and start_date/end_date. Available indicators: get_days_of_inventory_outstanding, get_days_of_sales_outstanding, get_operating_cycle, get_days_of_accounts_payable_outstanding, get_cash_conversion_cycle, get_cash_conversion_efficiency, get_receivables_turnover, get_inventory_turnover_ratio, get_accounts_payables_turnover_ratio, get_sga_to_revenue_ratio, get_fixed_asset_turnover, get_asset_turnover_ratio, get_operating_ratio. |
| ratios_liquidityA | Pre-computed liquidity ratios (current ratio, quick ratio, cash ratio, working capital). Requires tickers='AAPL' — use comma-separated values for multiple tickers. Use instead of raw financial statements. Supports quarterly=true and start_date/end_date. Available indicators: get_current_ratio, get_quick_ratio, get_cash_ratio, get_working_capital, get_operating_cash_flow_ratio, get_operating_cash_flow_sales_ratio, get_short_term_coverage_ratio. |
| ratios_profitabilityA | Pre-computed profitability ratios (gross margin, operating margin, net margin, ROE, ROA, ROIC, ROCE). Requires tickers='AAPL' — use comma-separated values for multiple tickers. Use instead of raw financial statements. Supports quarterly=true and start_date/end_date. Available indicators: get_gross_margin, get_operating_margin, get_net_profit_margin, get_interest_coverage_ratio, get_income_before_tax_profit_margin, get_effective_tax_rate, get_return_on_assets, get_return_on_equity, get_return_on_invested_capital, get_return_on_capital_employed, get_return_on_tangible_assets, get_income_quality_ratio, get_net_income_per_ebt, get_free_cash_flow_operating_cash_flow_ratio, get_EBT_to_EBIT, get_EBIT_to_revenue. |
| ratios_solvencyA | Pre-computed solvency ratios (debt-to-equity, interest coverage, debt-to-assets, net debt to EBITDA). Requires tickers='AAPL' — use comma-separated values for multiple tickers. Use instead of raw financial statements. Supports quarterly=true and start_date/end_date. Available indicators: get_debt_to_assets_ratio, get_debt_to_equity_ratio, get_debt_service_coverage_ratio, get_equity_multiplier, get_free_cash_flow_yield, get_net_debt_to_ebitda_ratio, get_cash_flow_coverage_ratio, get_capex_coverage_ratio, get_capex_dividend_coverage_ratio. |
| ratios_valuationA | Pre-computed valuation ratios (P/E, EPS, EV/EBITDA, EV/EBIT, P/B, P/S, PEG, dividend yield, FCF yield, market cap). Requires tickers='AAPL' — use comma-separated values for multiple tickers. Use instead of raw financial statements. Supports quarterly=true and start_date/end_date. Available indicators: get_earnings_per_share, get_revenue_per_share, get_price_to_earnings_ratio, get_price_to_earnings_growth_ratio, get_book_value_per_share, get_price_to_book_ratio, get_interest_debt_per_share, get_capex_per_share, get_earnings_yield, get_dividend_payout_ratio, get_dividend_yield, get_weighted_dividend_yield, get_price_to_cash_flow_ratio, get_price_to_free_cash_flow_ratio, get_market_cap, get_enterprise_value, get_ev_to_sales_ratio, get_ev_to_ebit, get_ev_to_ebitda_ratio, get_ev_to_operating_cashflow_ratio, get_tangible_asset_value, get_net_current_asset_value. |
| technicals_breadthA | Market breadth technical indicators (McClellan Oscillator, OBV, Advance/Decline Line, Chaikin). Applied to price data automatically — no need to fetch prices first. Requires tickers='AAPL' — use comma-separated values for multiple tickers. Available indicators: get_mcclellan_oscillator, get_advancers_decliners, get_on_balance_volume, get_accumulation_distribution_line, get_chaikin_oscillator. |
| technicals_momentumA | Momentum technical indicators (RSI, MACD, Stochastic Oscillator, Williams %R, Aroon). Applied to price data automatically — no need to fetch prices first. Requires tickers='AAPL' — use comma-separated values for multiple tickers. Available indicators: get_money_flow_index, get_williams_percent_r, get_aroon_indicator, get_commodity_channel_index, get_relative_vigor_index, get_force_index, get_ultimate_oscillator, get_percentage_price_oscillator, get_detrended_price_oscillator, get_average_directional_index, get_chande_momentum_oscillator, get_ichimoku_cloud, get_stochastic_oscillator, get_moving_average_convergence_divergence, get_relative_strength_index, get_balance_of_power. |
| technicals_overlapA | Overlap technical indicators (SMA, EMA, Bollinger Bands, Keltner Channels). Applied to price data automatically — no need to fetch prices first. Requires tickers='AAPL' — use comma-separated values for multiple tickers. Available indicators: get_moving_average, get_exponential_moving_average, get_double_exponential_moving_average, get_trix, get_triangular_moving_average. |
| technicals_volatilityA | Volatility technical indicators (ATR, True Range). Applied to price data automatically — no need to fetch prices first. Requires tickers='AAPL' — use comma-separated values for multiple tickers. Available indicators: get_bollinger_bands, get_true_range, get_average_true_range, get_keltner_channels. |
| quant_modelsA | Pre-computed financial models (WACC, DuPont analysis, Altman Z-Score, Piotroski F-Score, intrinsic value/DCF). Requires tickers='AAPL' — use comma-separated values for multiple tickers. Supports quarterly=true and start_date/end_date. Available indicators: get_altman_z_score, get_dupont_analysis, get_enterprise_value_breakdown, get_extended_dupont_analysis, get_gorden_growth_model, get_intrinsic_valuation, get_piotroski_score, get_present_value_of_growth_opportunities, get_weighted_average_cost_of_capital. |
| quant_performanceA | Pre-computed risk-adjusted performance metrics (Sharpe ratio, Sortino ratio, Alpha, Beta, CAPM, Fama-French factors). Requires tickers='AAPL' — use comma-separated values for multiple tickers. Does NOT support period='daily'; use weekly, monthly, quarterly, or yearly instead. Available indicators: get_alpha, get_beta, get_capital_asset_pricing_model, get_compound_growth_rate, get_factor_asset_correlations, get_factor_correlations, get_fama_and_french_model, get_information_ratio, get_jensens_alpha, get_m2_ratio, get_sharpe_ratio, get_sortino_ratio, get_tracking_error, get_treynor_ratio, get_ulcer_performance_index. |
| quant_riskA | Pre-computed risk metrics (VaR, CVaR, GARCH volatility, max drawdown, skewness, kurtosis). Requires tickers='AAPL' — use comma-separated values for multiple tickers. Does NOT support period='daily'; use weekly, monthly, quarterly, or yearly instead. Available indicators: get_conditional_value_at_risk, get_entropic_value_at_risk, get_garch, get_garch_forecast, get_kurtosis, get_maximum_drawdown, get_skewness, get_ulcer_index, get_value_at_risk. |
| quant_optionsB | Option pricing and Greeks (Black-Scholes model, binomial tree, delta, gamma, theta, vega, rho, implied volatility). Requires tickers='AAPL' — use comma-separated values for multiple tickers. Available indicators: get_binomial_model, get_black_scholes_model, get_charm, get_color, get_delta, get_dual_delta, get_dual_gamma, get_epsilon, get_gamma, get_implied_volatility, get_lambda, get_option_chains, get_partial_derivative, get_rho, get_speed, get_stock_price_simulation, get_theta, get_ultima, get_vanna, get_vega, get_vera, get_veta, get_vomma, get_zomma. |
| economics_governmentA | Government fiscal metrics by country (debt, deficit, expenditure, revenue, tax revenue, trust in government). Requires countries='United States' — use comma-separated values for multiple countries. Do NOT use tickers= for this tool. Supports start_date/end_date and quarterly=true. Available indicators: get_government_debt, get_government_debt_to_gdp_ratio, get_government_deficit, get_government_deficit_to_gdp_ratio, get_government_expenditure, get_government_expenditure_to_gdp_ratio, get_government_revenue, get_government_revenue_to_gdp_ratio, get_government_tax_revenue, get_government_tax_revenue_to_gdp_ratio, get_trust_in_government. |
| economics_generalA | Macroeconomic indicators by country (GDP, CPI, inflation rate, trade balance, imports, exports, investment, consumption, business/consumer confidence, house prices, rent prices, exchange rates). Requires countries='United States' — use comma-separated values for multiple countries. Do NOT use tickers= for this tool. Supports start_date/end_date and quarterly=true. Available indicators: get_business_confidence_index, get_composite_leading_indicator, get_consumer_confidence_index, get_consumer_price_index, get_current_account_balance, get_current_account_balance_to_gdp_ratio, get_exchange_rates, get_exports, get_exports_to_gdp_ratio, get_fixed_investment, get_fixed_investment_to_gdp_ratio, get_gross_domestic_product, get_gross_domestic_product_deflator, get_house_prices, get_imports, get_imports_to_gdp_ratio, get_inflation_rate, get_investment, get_investment_to_gdp_ratio, get_money_supply, get_rent_prices, get_share_prices, get_total_consumption, get_total_consumption_to_gdp_ratio. |
| economics_environmentA | Environmental and ESG data. For ESG scores (E, S, G ratings) use tickers='AAPL'. For carbon footprint and renewable energy data use countries='United States'. This is the only tool that accepts BOTH tickers= and countries= depending on the indicator. Available indicators: get_carbon_footprint, get_renewable_energy, get_esg_scores. |
| economics_jobsA | Labour and social metrics by country (unemployment rate, labour productivity, population statistics, poverty rate, income inequality). Requires countries='United States' — use comma-separated values for multiple countries. Do NOT use tickers= for this tool. Supports start_date/end_date and quarterly=true. Available indicators: get_income_inequality, get_labour_productivity, get_population_statistics, get_poverty_rate, get_unemployment_rate. |
| economics_ratesA | Interest rate data (central bank policy rates, short/long-term rates, government bond yields, ICE BofA corporate bond series, EURIBOR, ECB rates, Federal Reserve rates). Requires countries='United States' — use comma-separated values for multiple countries. Do NOT use tickers= for this tool. Supports start_date/end_date and quarterly=true. Available indicators: get_central_bank_policy_rate, get_short_term_interest_rate, get_long_term_interest_rate, get_government_bond_yield, get_euribor_rates, get_european_central_bank_rates, get_federal_reserve_rates, get_ice_bofa_effective_yield, get_ice_bofa_option_adjusted_spread, get_ice_bofa_total_return, get_ice_bofa_yield_to_worst. |
| economics_fixed_incomeA | Bond and derivative valuation calculations (bond duration, present value, yield-to-maturity, derivative pricing). No tickers or countries needed — provide bond/derivative parameters (e.g. face_value, coupon_rate, maturity) directly as arguments. Available indicators: get_derivative_price, get_duration, get_present_value, get_yield_to_maturity. |
| market_discoveryA | Market discovery tools (lists of stocks/ETFs/cryptocurrencies, stock screener, gainers, losers, sector performance, earnings/dividend calendars). No tickers or countries needed. Available indicators: get_biggest_gainers, get_biggest_losers, get_commodity_list, get_crypto_list, get_delisted_stocks, get_etf_list, get_forex_list, get_index_list, get_most_active_stocks, get_sectors_performance, get_stock_list, get_stock_screener, get_stock_shares_float. |
| market_dataA | Raw financial data (historical prices, income statement, balance sheet, cash flow statement, company profile, quotes, analyst estimates, dividend/earnings calendars, statistics). Use this ONLY for raw data needs — for pre-computed ratios, performance, risk, or model metrics use the dedicated tools instead. Requires tickers='AAPL' — use comma-separated values for multiple tickers. Available indicators: get_analyst_estimates, get_balance_sheet_statement, get_cash_flow_statement, get_dividend_calendar, get_earnings_calendar, get_historical_data, get_historical_statistics, get_income_statement, get_intraday_data, get_profile, get_quote, get_rating, get_revenue_geographic_segmentation, get_revenue_product_segmentation, get_statistics_statement, get_treasury_data. |
| search_categoriesA | List all available metric categories and how many tools each contains. |
| search_by_categoryA | List every available metric/tool within a category. |
| search_metricsA | Search across all metrics by keyword with typo tolerance. |
| search_instrumentsA | Search for ticker symbols by company name, symbol, CIK, CUSIP, or ISIN. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
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