fiinquant-mcp
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| FIINQUANT_PLAN | No | free | paid — picks default caps | free |
| FIINQUANT_MAX_ROWS | No | Max table rows | 500 |
| FIINQUANT_PASSWORD | Yes | SDK password | |
| FIINQUANT_USERNAME | Yes | SDK username | |
| FIINQUANT_LOG_LEVEL | No | stderr logs | INFO |
| FIINQUANT_MAX_CHARS | No | Max response chars | 80000 |
| FIINQUANT_TIMEOUT_S | No | Hard timeout per call | 30 |
| FIINQUANT_MAX_HISTORY_DAYS | No | Max start→end span | 31 |
| FIINQUANT_ENFORCE_PLAN_LIMITS | No | Local rate/history/ticker guards | true |
| FIINQUANT_REQUESTS_PER_MINUTE | No | Local RPM guard | 90 |
| FIINQUANT_REQUESTS_PER_SECOND | No | Local RPS guard | 80 |
| FIINQUANT_MAX_REALTIME_TICKERS | No | Cap per realtime-ish call | 33 |
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 |
|---|---|
| fq_pingA | Health check for the personal FiinQuant MCP process (no credentials required). |
| fq_session_statusA | Show credentials/session status and supported Gateway ops. |
| fq_list_opsA | List logical Gateway operations this MCP can dispatch. |
| fq_get_price_historyB | OHLCV convenience (tickers CSV, start/end YYYY-MM-DD). |
| fq_get_stock_pricesC | Primary price tool: latest trade and/or OHLCV for stocks/indexes. |
| fq_get_market_statisticsB | Market stats (market_cap, volume/value). Prefer fq_get_stock_prices for OHLCV. |
| fq_get_market_breadthC | Index breadth: advancing / declining / unchanged. |
| fq_get_index_constituentsB | Members of an index basket (e.g. VN30). |
| fq_get_money_flow_contributionC | Money-flow / index contribution ranking (topGainers, topLosers). |
| fq_get_realtime_bid_askA | Realtime bid/ask snapshot (may be empty outside market hours). |
| fq_list_tickersA | List tickers (optional market filter HOSE/HNX/UPCOM). |
| fq_ticker_infoC | Basic metadata for one ticker. |
| fq_get_basic_infoB | Company name, exchange, sector, ICB classification. |
| fq_get_icb_industriesC | ICB industry list by level. |
| fq_get_financial_ratiosC | Financial ratios. years/quarters as CSV when needed. |
| fq_get_financial_statementsC | BCTC: income_statement | balance_sheet | cashflow | full | note. |
| fq_get_valuation_timeseriesC | Valuation history; scope=stock|index|sector. |
| fq_get_equity_snapshotC | Point-in-time snapshot (pe/pb, market_cap, liquidity, foreign room). |
| fq_screen_stocksC | Stock screening. filters is JSON array string of indicator rules. |
| fq_get_technical_indicatorsC | TA indicators. indicators JSON e.g. [{"name":"rsi","window":14}]. |
| fq_detect_patternC | Pattern detection (doji, engulfing, support/resistance, …). |
| fq_get_rrg_analysisC | Relative Rotation Graph vs benchmark. |
| fq_get_rebalanceB | Index rebalance allocation for a cash budget. |
| fq_run_custom_analysisA | Run FiinQuant custom analysis; omit analysis_id to list available. |
| fq_search_methodsB | Discover FiinQuantX methods / screening indicators. |
| fq_call_methodA | Call a FiinQuantX method by id when no domain tool fits. |
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 26 tools
Some tools have overlapping purposes, such as fq_get_stock_prices and fq_get_price_history both providing OHLCV data, and fq_ticker_info and fq_get_basic_info both offering basic metadata. These overlaps could cause misselection by an agent.
All tools follow the consistent 'fq_verb_noun' pattern, using verbs like get, list, search, and screen. The naming is predictable and uniform across the entire set.
26 tools is appropriate for a comprehensive financial data API covering company info, prices, technical analysis, screening, market statistics, and more. The scope is well-balanced without being excessive.
The tool surface covers a wide range of financial data needs including basic info, price history, technical indicators, screening, market breadth, index constituents, and valuations. The inclusion of fq_call_method for custom methods further fills potential gaps.