Financial Data MCP Server
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
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": true
} |
| logging | {} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| search_tickerA | Resolve a company name to its stock ticker symbol(s). Use this first when you have a company name (e.g. "Apple", "Tata Motors") rather than an exact ticker. Returns up to 5 candidate matches with symbol, name, exchange, and security type, ranked by relevance. |
| get_stock_quote_toolA | Get the current stock quote for a ticker symbol. Returns live/latest price, previous close, day's change (absolute and percent), day high/low, volume, and market state (e.g. REGULAR, CLOSED, PRE). |
| get_company_overview_toolA | Get a company profile overview for a ticker symbol. Returns sector, industry, country, market cap, employee count, website, and a short (truncated) business description. |
| get_financial_ratios_toolB | Get key financial ratios for a ticker: P/E, EPS, ROE, debt-to-equity. |
| get_historical_prices_toolA | Get historical OHLC (Open/High/Low/Close) price data for a ticker. |
| get_income_statement_toolB | Get revenue, net income, and margins from a company's income statement. |
| compare_stocks_toolA | Compare key metrics (price, change%, P/E, ROE, debt-to-equity) across 2-3 tickers. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
TDQS
Scored across 7 tools
Each tool targets a distinct financial data aspect, but get_financial_ratios_tool and get_income_statement_tool could both be selected for fundamental analysis queries, and compare_stocks_tool overlaps with fields already covered by quotes and ratios. The descriptions help clarify boundaries, so the set is mostly unambiguous.
Most tools follow a predictable get_[resource]_tool pattern, while search_ticker and compare_stocks_tool use different verbs but still follow the verb_noun_tool convention. The snake_case style is consistent and readable, with only minor deviations from the dominant 'get_' prefix.
Seven tools is a well-scoped count for a financial data server, covering ticker resolution, quotes, company overview, financial ratios, historical prices, income statements, and cross-stock comparison. Each tool has a clear role and none feel redundant.
Core equity research workflows are covered: finding tickers, getting current prices, historical data, company profiles, key ratios, income statement data, and comparisons. Missing balance sheet/cash flow statements and batch quote retrieval are minor gaps that agents can work around.