hk-ipo-fee-mcp
Provides lookup of Hong Kong-listed companies by code or name and listings by date range, using open-licensed (CC0) Wikidata data with 24-hour caching.
Click on "Deploy Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@hk-ipo-fee-mcp20 lots at HK$8.88, 500/lot, 10x margin 3.5% 7d: entry fee and break-even?"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
hk-ipo-fee-mcp
An MCP server that gives AI assistants exact Hong Kong IPO cost maths, so they can stop guessing. It covers:
the entry fee (amount payable), including the 1% brokerage, SFC, AFRC and trading-fee levies, each rounded to the cent;
margin-financing interest, the break-even sell price, scenario P&L and expected value;
selling costs, with stamp duty rounded up to a whole HK$;
cited rule summaries (Mechanism A/B allocation, Pool A/B, FINI T+2);
open-licensed (Wikidata, CC0) lookups of HK-listed companies and listing dates.
中文简介:港股打新费用计算 MCP 服务器。让 Claude、Cursor 等 AI 助手精确计算入场费(1% 佣金 + 证监会/会财局征费 + 交易费,逐项四舍五入至分)、孖展利息、回本价、情景盈亏与期望值、卖出费用(印花税向上取整至元),并查询机制 A/B、甲乙组、FINI 等规则(附出处)。公司与上市日期查询只使用 Wikidata(CC0)开放数据,不抓取港交所/披露易。免费开源(MIT)。网页版计算器:https://hk-ipo-calc.pages.dev/
Ask things like:
"I'm applying for 20 lots of an IPO at HK$8.88, 500 shares a lot, with 10× margin at 3.5% for 7 days and a HK$100 handling fee. 18,000 out of 120,000 applicants at my size got one lot. What's my entry fee, break-even price and expected value?"
The numbers come from a tested fee engine, not from the model. That engine is the same one used by the web calculator and the HK IPO Ledger Chrome extension, and the two implementations are checked to give identical results on 8,000 test values.
Tools
Tool | What it does |
| Amount payable for N shares: application money + 1% brokerage + 0.0027% SFC levy + 0.00015% AFRC levy + 0.00565% trading fee |
| Full plan: entry fee, total payable, own cash vs margin loan, interest, fixed cost, break-even price, scenario table, expected value (from allotment counts or a rate) |
| Selling costs: 0.1% stamp duty rounded up to HK$1, trading fee, levies, broker commission / platform fee |
| Cited rule summaries: |
| Look up an HK-listed company by code or name (Wikidata, CC0) |
| Listings by date range (Wikidata, CC0, cached 24 h) |
Related MCP server: hk-bank-mcp
Install
You need Python ≥ 3.10. The easiest way to run it is with uv, which needs no install step:
uvx hk-ipo-fee-mcp # runs the stdio server
# or
pipx install hk-ipo-fee-mcp && hk-ipo-fee-mcpClaude Desktop
Edit claude_desktop_config.json. On macOS it is at ~/Library/Application Support/Claude/; on Windows at %APPDATA%\Claude\.
{
"mcpServers": {
"hk-ipo-fee": { "command": "uvx", "args": ["hk-ipo-fee-mcp"] }
}
}Claude Code
claude mcp add hk-ipo-fee -- uvx hk-ipo-fee-mcpCursor
Add this to ~/.cursor/mcp.json, or to .cursor/mcp.json in a project:
{
"mcpServers": {
"hk-ipo-fee": { "command": "uvx", "args": ["hk-ipo-fee-mcp"] }
}
}VS Code (GitHub Copilot agent mode)
Add this to .vscode/mcp.json:
{
"servers": {
"hk-ipo-fee": { "type": "stdio", "command": "uvx", "args": ["hk-ipo-fee-mcp"] }
}
}Windsurf / Cline / other clients
Any client that speaks MCP over stdio works. Set the command to uvx and the args to ["hk-ipo-fee-mcp"]. If you installed with pipx, set the command to hk-ipo-fee-mcp with no args.
Environment variables (optional)
Variable | Default | Purpose |
| project URL + maintainer email | Contact string in the Wikidata User-Agent (Wikimedia UA policy). Set your own if you query a lot |
|
| Cache directory for listing data |
Example
hk_ipo_plan(offer_price=8.88, board_lot=500, lots_applied=20, margin_multiple=10, annual_rate=0.035, interest_days=7, handling_fee=100, allotted_lots=1, valid_applications=120000, successful_applicants=18000) returns:
Entry fee (1 lot) | HK$4,484.78 |
Total amount payable (20 lots) | HK$89,695.55 |
Margin interest | HK$54.19 |
Fixed cost (paid either way) | HK$154.19 |
Break-even sell price | HK$9.289 (+4.61%), assuming zero sell commission |
(These are illustrative inputs, not a real IPO.)
Data & compliance
Fees and rules follow published SFC, AFRC, HKEX and IRD (GovHK) rates; every rule summary cites its source.
No HKEX/HKEXnews scraping. HKEX's terms prohibit automated access, so IPO terms (offer price, board lot, allotment results) must come from you or the prospectus. The server never invents them.
Listing lookups use Wikidata (CC0). The data is community-maintained, so verify it before relying on it.
Results are arithmetic, not investment advice. This project is not affiliated with Hong Kong Exchanges and Clearing Limited.
Development
git clone https://github.com/tiezhengzhang/hk-ipo-fee-mcp && cd hk-ipo-fee-mcp
python -m venv .venv && . .venv/bin/activate && pip install -e . pytest
python -m pytest -q # fee anchors + MCP stdio end-to-endMore from the author
🧮 HK IPO Calculator — a free bilingual web calculator using the same fee engine, plus guides on Mechanism A/B, Pool A/B, margin and fees.
📒 HK IPO Ledger (Chrome extension) — an IPO ledger across multiple brokers, with allotment and P&L stats, kept on your device. Free for up to 30 records. Pro is a one-time payment with no subscription.
License
MIT © 2026 Tiezheng Zhang. Listing data from Wikidata is CC0.
Available Tools
6 toolshk_company_lookupA
Find HK-listed companies by English/Chinese name or stock code in Wikidata (CC0, community-maintained; verify before relying on it). Returns code, names, listing date, industry, website, Wikidata id.
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | ||
| query | Yes |
Output Schema
| Name | Required | Description |
|---|---|---|
| result | Yes |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations, the description carries the burden and does add real context: the data is CC0, community-maintained, and may be unreliable, and it names the returned fields. It omits any mention of pagination/result limits, matching behavior (fuzzy vs exact), or empty-result handling.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
One compact sentence with the search keys and source front-loaded, followed by the return fields. The parenthetical caveat is worth its words, though the field list is somewhat redundant with the output schema.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a simple two-parameter lookup, the description covers source, reliability, accepted inputs, and outputs, and an output schema exists so return values need not be detailed. The remaining gap is behavioral detail on limits and match strictness.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 0%, so the description must compensate. It fully explains the required 'query' parameter (English or Chinese name, or stock code), which is the key ambiguity, but says nothing about 'limit' beyond what the schema's default=10 implies.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
States a specific verb (Find) and resource (HK-listed companies) plus the exact keys accepted (English/Chinese name or stock code) and the data source (Wikidata). It is clearly distinct from the IPO-rules/sell-cost siblings, though it never names or contrasts them explicitly.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Usage is only implied by the accepted query forms; there is no statement of when to prefer this over hk_listings or the IPO tools, and no note on when results should be distrusted beyond a generic verify caveat. The 'verify before relying on it' note is more of a data-quality warning than selection guidance.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
hk_ipo_amount_payableA
Amount payable to apply for shares HK IPO shares at offer_price (HK$): application money + 1% brokerage
0.0027% SFC levy + 0.00015% AFRC levy + 0.00565% HKEX trading fee, each rounded to the cent. For the one-lot 'entry fee', pass shares = board lot.
| Name | Required | Description | Default |
|---|---|---|---|
| shares | Yes | ||
| offer_price | Yes |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations, the description carries the full burden, and it does well: the explicit fee formula makes clear this is a deterministic, side-effect-free calculation with defined rounding ('each rounded to the cent'). It stops short of stating outright that it performs no transaction or that the result is not a guarantee of allotment, but the calculation nature is unambiguous.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Two sentences, both dense with useful content: the first defines the computation and its exact fee components, the second delivers the one-lot shortcut. Nothing is redundant and the core definition is front-loaded.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a two-parameter pure calculator with no output schema, the description provides enough to call it correctly and to understand the composition of the result. It does not explicitly say the return value is a single monetary amount, which is the only remaining ambiguity.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 0%, so the description must compensate, and it does: offer_price is identified as HK$ currency and shares as a share count, plus the practical alias that board lot size yields the entry fee. The rounding convention is also conveyed. Minor gap: no stated type/range expectations for offer_price beyond currency units.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description names the exact computed quantity (amount payable to apply for HK IPO shares) and enumerates the components that make it up, so there is no ambiguity about what the tool returns conceptually. It is clearly distinct from siblings like hk_sell_costs or hk_ipo_plan, which cover different stages of the workflow.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
It offers one concrete usage hint — pass shares = board lot to get the one-lot 'entry fee' — which is genuinely useful. However, it never states when to use this tool versus alternatives (e.g., hk_sell_costs for exit costs) or any preconditions, so routing still requires inference from the name.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
hk_ipo_planB
Full HK IPO subscription plan: entry fee, total payable, own cash vs margin loan, margin interest (loan × rate × days / 365), fixed cost, break-even sell price (after 0.1% stamp duty rounded up to HK$1, trading fee, levies, broker charges) and P&L / expected value under day-one change scenarios. annual_rate and sell_commission_rate are fractions (0.035 = 3.5%). allot_probability is 0..1, or pass valid_applications + successful_applicants from the allotment results announcement.
| Name | Required | Description | Default |
|---|---|---|---|
| board_lot | Yes | ||
| annual_rate | No | ||
| offer_price | Yes | ||
| handling_fee | No | ||
| lots_applied | No | ||
| allotted_lots | No | ||
| financing_fee | No | ||
| interest_days | No | ||
| scenarios_pct | No | ||
| margin_multiple | No | ||
| allot_probability | No | ||
| sell_platform_fee | No | ||
| valid_applications | No | ||
| sell_min_commission | No | ||
| sell_commission_rate | No | ||
| successful_applicants | No |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations, the description carries the burden and does well by disclosing the calculation model: margin interest as loan × rate × days / 365, break-even pricing with stamp duty rounding, and P&L under day-one scenarios. It does not discuss error behavior or assumptions, but the core computational behavior is unusually transparent.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is front-loaded with the tool's purpose and then packs useful formulas and unit clarifications into a compact paragraph. It is dense but not wasteful, and every clause contributes to understanding the calculation.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a complex 16-parameter financial calculator with no annotations and no output schema, the description covers the main outputs and key calculation rules. However, it leaves many optional parameters and output structure details unspecified, so it is adequate but not fully complete.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 0% across 16 parameters, so the description must compensate. It clarifies important semantics for annual_rate, sell_commission_rate, allot_probability, valid_applications, and successful_applicants, but many inputs such as handling_fee, financing_fee, scenarios_pct, sell_platform_fee, and sell_min_commission remain undocumented beyond their titles.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description states a specific resource and scope: a full HK IPO subscription plan covering entry fee, payable amount, margin loan, break-even sell price, and scenario P&L. It is clear what the tool computes, but it does not explicitly distinguish itself from siblings such as hk_ipo_amount_payable or hk_sell_costs.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description does not say when to use this tool versus hk_ipo_amount_payable, hk_sell_costs, or other siblings. It gives an alternative input method for allotment probability, but that is parameter guidance rather than tool-selection guidance.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
hk_ipo_rulesB
Cited summary of HK IPO rules: topic = fees | allocation_mechanisms | pools | settlement | all.
| Name | Required | Description | Default |
|---|---|---|---|
| topic | No | all |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, so the description carries the full behavioral burden. It adds that results are 'cited,' which is useful, but it does not disclose source authority, return format, limitations, or whether this is a read-only lookup. For a rule-reference tool with no annotations, this is a meaningful gap.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is one compact sentence with zero waste. The core purpose is front-loaded, followed immediately by the accepted topic values.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given the tool's simplicity (one optional parameter, no output schema, no annotations), the description is minimally sufficient. It tells the agent the resource and allowed topic values, but leaves unclear what each topic returns and what 'cited summary' implies for output structure.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
There is one parameter with 0% schema description coverage and no enum in the schema. The description compensates by defining the accepted topic values: fees, allocation_mechanisms, pools, settlement, and all. It does not explain what each topic covers, preventing a 5.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description states a specific resource and operation: a cited summary of HK IPO rules. It also enumerates the topical scope, making the tool's domain clear. It does not explicitly differentiate itself from siblings like hk_ipo_plan or hk_sell_costs, so it stops short of a 5.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The topic list implies when to use the tool for fees, allocation mechanisms, pools, settlement, or all rules, but there is no explicit when/when-not guidance or comparison to sibling tools. Usage is inferable from the parameter options alone.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
hk_listingsA
HK listings with a listing date in Wikidata (CC0), newest first; since/until are YYYY-MM-DD. Coverage of recent IPOs is incomplete; IPO terms are NOT included.
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | ||
| since | No | ||
| until | No |
Output Schema
| Name | Required | Description |
|---|---|---|
| result | Yes |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations, the description carries the full burden and does disclose useful traits: the upstream source and licence (Wikidata CC0), the default sort order, and a data-quality caveat about incomplete recent-IPO coverage. What is missing is whether results are paginated or truncated by limit and whether the call has any side effects (implied read-only by 'listings' but not stated).
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Two tight sentences: the identity, source and ordering come first, then the date-format rule and the coverage caveat. Every clause carries information an agent would otherwise have to guess.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a three-parameter read tool with an output schema (so return values need not be described), this covers identity, ordering, date formats and data caveats. The remaining gap is limit behavior, which matters because callers will want to know if 30 is a ceiling.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 0%, so the description must compensate and it partly does by specifying that since/until take YYYY-MM-DD. The limit parameter is untouched — no indication of whether it is a page size, a cap, or what happens above the default of 30 — leaving one of three parameters undocumented anywhere.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description names the resource precisely (HK listings that have a listing date in Wikidata), states the ordering (newest first) and the data source/licence (CC0). It is not just a restatement of the name, and the explicit note that IPO terms are excluded separates it from the hk_ipo_* siblings, though it never says which sibling to use instead.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
"Coverage of recent IPOs is incomplete; IPO terms are NOT included" implies that IPO-term questions belong to hk_ipo_rules / hk_ipo_plan etc., but the routing is left to inference rather than stated. No explicit when-to-use or when-not-to-use condition is given.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
hk_sell_costsB
Costs of selling HK shares: stamp duty 0.1% (rounded up to HK$1), trading fee 0.00565%, SFC 0.0027%, AFRC 0.00015% (each to the cent) + broker commission/platform fee. Returns total and net proceeds.
| Name | Required | Description | Default |
|---|---|---|---|
| price | Yes | ||
| shares | Yes | ||
| platform_fee | No | ||
| min_commission | No | ||
| commission_rate | No |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations, the description carries the full burden, and it does disclose real behavior: the fee schedule, rounding conventions ('rounded up to HK$1', 'each to the cent'), and that totals and net proceeds are returned. It omits what happens when the optional commission/platform parameters are left at their zero defaults, and does not state currency or whether gross consideration is price × shares.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Two sentences, front-loaded with the cost breakdown and closed with the return values; the dense rate list is the substance of the tool rather than filler. Only minor gain available from tighter phrasing of the rounding clauses.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
There is no output schema, no annotations, and only 2 of 5 parameters are required, yet the description says nothing about defaults or how the optional broker inputs interact. For a small deterministic calculator the fee/rounding/return coverage is decent, but the parameter behavior an agent needs to call it correctly is missing.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 0% across five parameters whose only documentation is a bare title. The narrative hints at commission_rate and platform_fee via '+ broker commission/platform fee', but leaves min_commission (a commission floor) unexplained and never states whether commission_rate is a decimal fraction or a percentage.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description names a specific resource (HK share sell-side costs) and enumerates the exact fee components plus 'Returns total and net proceeds', so an agent knows this is a cost calculator rather than a lookup. It is clearly distinguishable from the IPO-oriented siblings, though it never uses an explicit verb like 'calculate'.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Usage is implied by the phrase 'Costs of selling HK shares' and by the fee-rate listing, which tells the agent this is the sell-side fee computation. There is no explicit when-to-use/when-not statement, no mention of a buy-side counterpart, and no note about prerequisites such as needing broker commission inputs.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
Tool Schema Changelog
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
6 tool updates
v0.1.0- First observed
hk_company_lookup - First observed
hk_ipo_amount_payable - First observed
hk_ipo_plan - First observed
hk_ipo_rules - First observed
hk_listings - First observed
hk_sell_costs
TDQS
Scored across 6 tools
Most tools have clearly distinct purposes, but hk_ipo_amount_payable overlaps with part of hk_ipo_plan, and hk_company_lookup overlaps with hk_listings because both surface Wikidata company/listing data. The descriptions help clarify boundaries, so the ambiguity is limited rather than severe.
All tools use snake_case with an hk_ prefix, which is predictable and readable. However, the names mix action-oriented and resource-oriented patterns (e.g. hk_company_lookup, hk_ipo_rules, hk_listings) rather than following a uniform verb_noun convention.
Six tools is well-scoped for a niche HK IPO fee and planning server. Each tool corresponds to a meaningful operation or reference surface, with no excessive or trivial tools.
The server covers core workflows: company lookup, rules, application fee calculation, subscription planning, sell costs, and listing lookup. Minor gaps remain, such as no dedicated IPO terms or allotment-results lookup, and hk_listings explicitly lacks IPO terms with incomplete recent coverage.
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