MCP Financial Tools
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": false
} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| get_insider_buysA | Get scored insider buying signals from SEC Form 4 filings. Scans recent SEC EDGAR filings for open-market purchases by corporate insiders (CEOs, CFOs, directors, 10% owners). Returns scored signals based on purchase size, insider role, and cluster buying patterns. Academic research shows insider buying predicts 3-12 month returns. Args: days: Number of days to look back (default 7, max 30) min_value: Minimum purchase value in USD (default $50,000) Returns: JSON array of insider buying signals, scored and ranked. |
| get_earnings_iv_playsA | Get upcoming earnings with high implied volatility for IV crush strategies. Identifies stocks reporting earnings in the next N days where options implied volatility is elevated relative to historical volatility. These are candidates for selling iron condors, strangles, or other short-volatility strategies around earnings. Args: days_ahead: Number of days to look ahead for earnings (default 7, max 14) Returns: JSON with ranked earnings plays including IV data and crush scores. |
| analyze_stockB | Get comprehensive stock analysis including price, technicals, fundamentals, and options summary. Provides current price, 52-week range, moving averages, volume analysis, key fundamentals (P/E, market cap, dividend yield), and a summary of the options market (put/call ratio, max pain, notable activity). Args: symbol: Stock ticker symbol (e.g., "AAPL", "TSLA", "SPY") Returns: JSON with comprehensive stock analysis. |
| get_market_pulseA | Get current market overview with major indices, VIX, sector ETFs, and top movers. Provides a quick snapshot of market conditions including:
Returns: JSON with market overview data. |
| screen_options_wheelA | Screen for the best cash-secured put candidates for the wheel strategy. The wheel strategy: sell cash-secured puts → if assigned, sell covered calls → repeat. This tool identifies liquid stocks with high put premiums relative to collateral. Args: min_premium_pct: Minimum premium as % of collateral per month (default 0.5%) max_price: Maximum stock price to consider (default $300 - caps collateral) min_price: Minimum stock price (default $20 - avoids penny stocks) Returns: JSON with ranked wheel candidates including premium yields and risk metrics. |
| get_congressional_tradesA | Get recent congressional stock trades from House financial disclosures. Congress members are required to disclose stock trades within 45 days under the STOCK Act. Academic research shows they outperform the S&P 500 by 6-12% annually. Cluster buying (multiple members buying the same stock) is especially predictive. Data source: House Clerk PTR (Periodic Transaction Report) filings. Args: min_score: Minimum signal score to include (default 0, higher = stronger signal) ticker_filter: Optional ticker symbol to filter for (e.g., "NVDA") limit: Maximum number of results (default 20, max 50) Returns: JSON with congressional stock trade signals, scored by conviction. |
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 6 tools
Each tool targets a distinct financial domain: stock analysis, congressional trades, earnings IV plays, insider buys, market overview, and option screening. No overlap in purpose or output.
All tools follow a consistent verb_noun pattern in snake_case (e.g., analyze_stock, get_market_pulse). The verbs are clear and the nouns precisely describe the resource.
6 tools cover a broad yet focused set of financial analysis and trading signals. The count is well-scoped—neither too few to be useful nor too many to be overwhelming.
The tool set covers major areas: stock analysis, market pulse, insider trading, earnings plays, and a specific options strategy. Missing are detailed option chains or historical data, but core workflows are solid.