FinanceMCP
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| TUSHARE_TOKEN | Yes | Your Tushare API token (required). Get it from https://tushare.pro/register |
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 |
|---|---|
| current_timestampB | 获取当前东八区(中国时区)的时间戳,包括年月日时分秒信息 |
| finance_newsC | 通过真正的搜索API获取主流财经媒体的新闻内容,支持单个或多个关键词智能搜索 |
| stock_dataA | 获取指定股票/加密资产的历史行情数据,支持A股、美股、港股、外汇、期货、基金、债券逆回购、可转债、期权、加密货币(通过CoinGecko) |
| stock_data_minutesC | 获取分钟K线数据:A股/加密。支持1MIN/5MIN/15MIN/30MIN/60MIN,时间范围需提供起止日期时间 |
| index_dataC | 获取指定股票指数的数据,例如上证指数、深证成指等 |
| macro_econC | 获取宏观经济数据,包括Shibor利率、LPR利率、GDP、CPI、PPI、货币供应量、PMI、社融数据、Shibor报价、Libor、Hibor等 |
| company_performanceB | 获取上市公司综合表现数据,包括业绩预告、业绩快报、财务指标、分红送股、主营业务构成、股东变动数据、管理层信息、公司基本信息、资产负债表、现金流量表、利润表等完整财务报表数据 |
| fund_dataB | 获取公募基金全面数据,包括基金列表、基金经理、基金净值、基金分红、基金持仓等数据。 |
| fund_manager_by_nameC | 根据基金经理姓名查询基金经理详细信息,包括管理的基金列表、个人背景、任职经历等 |
| convertible_bondA | 获取可转债非行情数据,支持两种查询方式:1)使用issue类型按时间范围查询可转债发行数据;2)使用info类型按代码查询可转债详细信息 |
| block_tradeB | 获取大宗交易数据,包括成交价格、成交量、买卖双方营业部等详细信息 |
| money_flowB | 获取个股、大盘和板块资金流向数据,包括主力资金、超大单、大单、中单、小单的净流入净额和净占比数据 |
| margin_tradeC | 获取融资融券相关数据,支持多种数据类型:标的股票、交易汇总、交易明细、转融券汇总等 |
| company_performance_hkC | 获取港股上市公司综合表现数据,包括利润表、资产负债表、现金流量表等财务报表数据 |
| company_performance_usC | 获取美股上市公司综合表现数据,包括利润表、资产负债表、现金流量表和财务指标数据 |
| csi_index_constituentsC | 获取中证指数公司(CSI)指数(含行业/主题)的区间行情、成分权重与估值/财务摘要(PE TTM、PB、股息率、ROE、ROA、净利率、每股经营现金流、资产负债率、营收同比、资产周转率、毛利率、三费比率、现金分红率)。 |
| dragon_tiger_instB | 龙虎榜机构成交明细(top_inst)。必填:交易日期;可选:股票TS代码。返回表格包含买入/卖出/净额及上榜理由等。 |
| hot_news_7x24C | 7x24热点:从Tushare新闻接口获取最新的财经、政治、科技、体育、娱乐、军事、社会、国际等新闻 |
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 18 tools
Most tools have distinct purposes targeting specific financial data domains like stocks, funds, indices, or news, with clear boundaries. However, some overlap exists between 'company_performance', 'company_performance_hk', and 'company_performance_us', which could cause confusion as they differ only by market region rather than function.
Tool names predominantly follow a consistent snake_case pattern with descriptive noun-based naming (e.g., 'stock_data', 'finance_news'). Minor deviations include 'dragon_tiger_inst' (abbreviated) and 'hot_news_7x24' (includes a number), but overall the naming is predictable and readable.
With 18 tools, the count is slightly high but reasonable for a comprehensive finance server covering diverse data types like stocks, funds, indices, news, and macroeconomic indicators. It avoids being overwhelming while providing broad coverage, though it could be streamlined by merging some overlapping tools.
The tool set offers extensive coverage of financial data domains, including historical and real-time data, company performance across markets, indices, funds, news, and macroeconomic indicators. It supports CRUD-like operations for data retrieval across various assets and timeframes, with no obvious gaps for typical agent workflows in finance analysis.