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JerBouma

Finance Toolkit

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
FINANCIAL_MODELING_PREP_API_KEYYesYour API key from FinancialModelingPrep. Required to access financial data.

Capabilities

Features and capabilities supported by this server

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

Tools

Functions exposed to the LLM to take actions

NameDescription
efficiencyB

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, get_research_and_development_ratio, get_selling_and_marketing_ratio, get_general_and_administrative_ratio, get_stock_based_compensation_ratio, get_deferred_revenue_ratio.

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.

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, get_cash_tax_rate, get_tax_rate_divergence.

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, get_debt_to_capital_ratio, get_preferred_dividend_coverage_ratio, get_interest_paid_to_expense_ratio.

valuationA

Pre-computed valuation ratios (P/E, EPS, EV/EBITDA, EV/EBIT, P/B, P/S, PEG, dividend yield, FCF yield, market cap, forward P/E, forward PEG). Requires tickers='AAPL' — use comma-separated values for multiple tickers. Use instead of raw financial statements. Supports quarterly=true and start_date/end_date. get_forward_price_earnings_ratio and get_forward_price_earnings_growth_ratio additionally require a Premium FMP subscription and are fetched on first use only.

Available indicators: get_earnings_per_share, get_revenue_per_share, get_price_to_earnings_ratio, get_price_to_earnings_growth_ratio, get_forward_price_earnings_ratio, get_forward_price_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, get_ev_to_free_cash_flow_ratio, get_buyback_yield, get_shareholder_yield, get_sbc_adjusted_free_cash_flow.

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, get_trin, get_new_highs_new_lows.

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.

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, get_weighted_moving_average, get_hull_moving_average, get_volume_weighted_average_price, get_parabolic_sar, get_pivot_points.

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, get_donchian_channels.

modelsA

Pre-computed financial models (WACC, DuPont analysis, Extended DuPont analysis, Enterprise value breakdown, intrinsic value/DCF, Gordon Growth Model, Altman Z-Score, Piotroski F-Score, Beneish M-Score, Economic Value Added (EVA), Present Value of Growth Opportunities, Sustainable Growth Rate, Internal Growth Rate, Graham Number). 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_beneish_m_score, get_dupont_analysis, get_economic_value_added, get_enterprise_value_breakdown, get_extended_dupont_analysis, get_gorden_growth_model, get_graham_number, get_internal_growth_rate, get_intrinsic_valuation, get_piotroski_score, get_present_value_of_growth_opportunities, get_sustainable_growth_rate, get_weighted_average_cost_of_capital.

performanceA

Pre-computed risk-adjusted performance metrics (Sharpe ratio, Sortino ratio, Alpha, Jensen's Alpha, Beta, CAPM, Treynor ratio, M2 ratio, Tracking Error, Information Ratio, Fama-French factors, period Returns, Excess Returns — Returns/Excess Returns support cumulative=true for a compounded growth index rebased to 1). Beta, CAPM, Alpha, Jensen's Alpha, Treynor, Sortino, M2, Tracking Error and Information Ratio support rolling=N for a rolling N-period value spanning the full history instead of one value per period (e.g. period='monthly', rolling=6 for a rolling 6-month figure). 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_burke_ratio, get_calmar_ratio, get_capital_asset_pricing_model, get_compound_growth_rate, get_correlation_matrix, get_covariance_matrix, get_downside_capture_ratio, get_excess_return, get_factor_asset_correlations, get_factor_correlations, get_fama_and_french_model, get_gain_to_pain_ratio, get_information_ratio, get_jensens_alpha, get_kappa_ratio, get_m2_ratio, get_omega_ratio, get_returns, get_sharpe_ratio, get_sortino_ratio, get_sterling_ratio, get_tracking_error, get_treynor_ratio, get_ulcer_performance_index, get_upside_capture_ratio, get_win_rate.

riskA

Pre-computed risk metrics (VaR incl. historic/gaussian/cf/studentt/evt distributions, CVaR, EVaR, GARCH volatility, max drawdown, drawdown duration, drawdown recovery time, Conditional Drawdown at Risk (CDaR), Tail Ratio, skewness, kurtosis, downside deviation, Variance, Volatility, Excess Volatility). VaR, CVaR, skewness, kurtosis, CDaR, Tail Ratio, downside deviation, Variance, Volatility and Excess Volatility support rolling=N for a rolling N-period value spanning the full history instead of one value per period (e.g. period='monthly', rolling=6 for a rolling 6-month figure). 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_autocorrelation, get_coefficient_of_variation, get_conditional_drawdown_at_risk, get_conditional_value_at_risk, get_downside_deviation, get_entropic_value_at_risk, get_ewma_volatility, get_excess_volatility, get_garch, get_garch_forecast, get_hurst_exponent, get_kurtosis, get_maximum_drawdown, get_maximum_drawdown_duration, get_maximum_drawdown_recovery_time, get_mean_absolute_deviation, get_skewness, get_tail_ratio, get_ulcer_index, get_value_at_risk, get_variance, get_volatility.

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.

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. Supports rolling=N (moving-average smoothing) and trailing=N (trailing N-period sum, e.g. a trailing-4-quarter sum) on the raw series.

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.

macroeconomicsA

Macroeconomic indicators by country (GDP, CPI, inflation rate, trade balance, imports, exports, investment, consumption, business/consumer confidence, house prices, rent prices, exchange rates, money supply). 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. Supports rolling=N (moving-average smoothing) and trailing=N (trailing N-period sum, e.g. a trailing-4-quarter sum) on the raw series.

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.

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' (also supports rolling=N and trailing=N smoothing/summation). 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.

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. Supports rolling=N (moving-average smoothing) and trailing=N (trailing N-period sum) on the raw series.

Available indicators: get_income_inequality, get_labour_productivity, get_population_statistics, get_poverty_rate, get_unemployment_rate.

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. The central bank policy rate and short/long-term rate indicators additionally support rolling=N (moving-average smoothing) and trailing=N (trailing N-period sum).

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.

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.

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_crypto_news, get_delisted_stocks, get_etf_list, get_forex_list, get_forex_news, get_general_news, get_index_list, get_industry_pe, get_industry_performance, get_ipo_calendar, get_ipo_disclosures, get_ipo_prospectuses, get_mergers_acquisitions_latest, get_most_active_stocks, get_press_releases, get_sector_pe, get_sector_performance, get_sectors_performance, get_stock_list, get_stock_news, get_stock_screener, get_stock_shares_float, get_stock_splits_calendar.

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.

    Use this first to understand what is available, then call
    ``list_metrics_by_category`` with a specific category name.

    Returns:
        str: Markdown table of categories, tool counts, and descriptions.
    
search_by_categoryA

List every available metric/tool within a category.

    Args:
        category: One of the category names returned by ``list_categories``,
            e.g. ``ratios``, ``technicals``, ``economics``, ``discovery``.

    Returns:
        str: Markdown table of tool names and their descriptions for the
            requested category, or an error message if the category is unknown.
    
search_metricsA

Search across all metrics by keyword with typo tolerance.

    Supports minor typos and common financial abbreviations. Tokens
    shorter than four characters bypass fuzzy matching and require an
    exact substring hit.

    Args:
        query: Free-text search string, e.g. ``'debt'``,
            ``'moving average'``, ``'sharpe'``, or ``'retun on equty'``.

    Returns:
        str: Markdown table of matching tools sorted by relevance score,
            or a guidance message when no strong matches are found.
    
search_instrumentsA

Search for ticker symbols by company name, symbol, CIK, CUSIP, or ISIN.

    Args:
        query: The search term, e.g. ``'Apple'``, ``'META'``, ``'0000320193'``.
        search_method: Lookup strategy — one of ``'name'``, ``'symbol'``,
            ``'cik'``, ``'cusip'``, or ``'isin'``. Defaults to ``'name'``.

    Returns:
        str: Formatted Markdown table of matching instruments, or an error
            message if the search fails.
    

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

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