Finance Tools MCP
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| FRED_API_KEY | No | Your FRED API key for enhanced macroeconomic data access |
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
Server capabilities have not been inspected yet.
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| get_ticker_dataB | Get comprehensive report for ticker: overview, news, metrics, sector / industry valuation, performance, dates, analyst recommendations, and upgrades/downgrades. |
| get_price_historyA | Get historical price data digest for specified period. There're two kinds of response mode: 1. The period mode. It will generate a digest for LLM consumption. Usually get at least 3 months, 6 months or more. The response includes OCHLCV samples, Technical Indicators (by ta-lib) , Risk Metrics, and other quantitative analysis. 2. The start_date and end_date mode. Once the start_date (yyyy-mm-dd) and end_date (yyyy-mm-dd) are specified, it will generate a raw OCHLCV data in the slot. And no digest will be generated in this mode. Useful for checking the price history of a specific short date range. |
| get_financial_statementsC | Get financial statements. Types: income, balance, cash. Frequency: quarterly, annual. |
| get_earnings_historyC | Get earnings history with estimates and surprises. |
| get_ticker_news_toolB | For getting yahoo financial news of a ticker. Useful for getting latest news, especially for doing deep research. |
| super_option_toolB | |
| get_top25_holdersC | Get top 25 institutional holders and their changes for a given stock ticker. |
| get_insider_tradesC | Get recent insider trading activity. |
| get_overall_sentiment_toolB | |
| get_historical_fng_toolB | |
| analyze_fng_trendA | |
| calculateB | Calculate the result of a mathematical expression. Support python math syntax and numpy. > calculate("2 * 3 + 4") {'result': 10} > calculate("sin(pi/2)") {'result': 1.0} > calculate("sqrt(16)") {'result': 4.0} > calculate("np.mean([1, 2, 3])") {'result': 2.0} |
| get_current_timeA | Get the current time in ISO 8601 format. |
| get_fred_seriesB | Get a FRED series by its ID. However the data is not always the latest, so use with caution!!! |
| search_fred_seriesC | Search for the most popular FRED series by keyword. Useful for finding key data by name. Like GDP, CPI, etc. However the data is not always the latest. |
| cnbc_news_feedB | Get the latest breaking world news from CNBC, BBC, and SCMP. Useful to have an overview for the day. Include the Fed rate prediction from Fed watch and key macro indicators. |
| social_media_feedA | Get most discussed stocks and investments opinions from reddit. Useful to know what investors are talking about. keywords is optional. Set keywords to match the specific topic you are interested in, by 'OR' operator, e.g. ['tsla', 'tesla'], ['tesla', 'spacex'], ['AAPL', 'apple', 'tim cook', 'cook'] No keywords will return the most discussed stocks and investments. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
| chacteristics | Characteristics of good investors. |
| mode_instructions | Mode instructions. |
| investment_principles | Provides a set of core investment principles and guidelines. |
| portfolio_construction_prompt | Outlines a portfolio construction strategy that uses tail-hedging via married put. |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
| cnn://fng/current | |
| cnn://fng/history | |
| time://now | |
| cnbc://news |
TDQS
Scored across 17 tools
Most tools have distinct purposes, but there is some overlap that could cause confusion. For example, get_historical_fng_tool and analyze_fng_trend both deal with Fear & Greed Index data, and get_ticker_data includes news while get_ticker_news_tool is specifically for news. However, descriptions help clarify differences, such as analyze_fng_trend focusing on trend analysis versus get_historical_fng_tool for raw data retrieval.
The naming follows a consistent snake_case pattern with a verb_noun structure for most tools, like get_price_history and search_fred_series. There are minor deviations, such as calculate being a single verb and cnbc_news_feed using a noun_verb_noun pattern, but overall, the naming is predictable and readable.
With 17 tools, the count is slightly high but reasonable for a finance domain that covers diverse areas like market data, news, sentiment, and analysis. It provides comprehensive coverage without being overwhelmingly large, though it borders on the heavy side for typical MCP server scopes.
The tool set offers broad coverage for financial analysis, including data retrieval (e.g., price history, financial statements), sentiment indicators, news feeds, and specialized tools like options analysis. Minor gaps exist, such as no explicit tools for portfolio management or trading actions, but agents can work around this with the available tools for core financial workflows.