financial-research-mcp
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| FIN_RESEARCH_LLM | No | Optional local LLM backend, e.g. ollama. Leave unset to use deterministic planning and synthesis. | |
| FIN_RESEARCH_LIVE | No | Controls whether live data sources are used. Set to 0 for offline/reproducible mode. | |
| FIN_RESEARCH_OLLAMA_MODEL | No | Model name to use with Ollama, e.g. llama3.2:3b. | |
| FIN_RESEARCH_TOOL_RUNTIME | No | Tool runtime mode. Use mcp-stdio to run through a real MCP client/server subprocess; other values are local and mcp. | |
| FIN_RESEARCH_MARKET_PROVIDER | No | Market data provider to use, e.g. alpha_vantage, polygon, or financial_modeling_prep. Defaults to auto. | auto |
| FIN_RESEARCH_OFFLINE_FALLBACK | No | Set to 0 to disable offline fallback fixtures and fail loudly when live sources are unavailable. |
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": false
} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| get_market_dataC | Get recent market bars together with provider provenance. |
| get_company_fundamentalsC | Get reported company facts with provider provenance. |
| search_newsB | Search financial news together with provider provenance. |
| search_arxivC | Search research papers together with provider provenance. |
| search_documentsC | Search local research documents. |
| search_documents_vectorB | Search local research documents with vector-space ranking. |
| search_documents_semanticB | Search local research documents with FAISS embeddings when available. |
| calculate_returnsB | Calculate log returns from a price series. |
| calculate_volatilityA | Calculate rolling volatility from prices. |
| calculate_max_drawdownA | Calculate maximum drawdown from prices. |
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 10 tools
Most tools map cleanly to distinct resources or calculations, but the three search_documents variants overlap considerably and an agent may struggle to choose between plain, vector, and semantic search. Descriptions help somewhat, but the boundaries remain unclear.
All tools follow a consistent snake_case verb_noun pattern: get_*, search_*, and calculate_*. This makes tool selection predictable and reinforces the purpose of each tool.
Ten tools is a reasonable size for a financial research server covering data retrieval, document search, and analytics. The three document search variants add mild redundancy but do not make the count excessive.
The tool surface covers core research workflows: retrieving market data and fundamentals, searching news/papers/local documents, and computing common return and risk statistics. Minor gaps exist, such as no explicit save/annotate workflow or more advanced analytics, but these are not critical for the apparent scope.