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mkkim2102

finance-mcp-server-ko

by mkkim2102

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault

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

CapabilityDetails
tools
{
  "listChanged": false
}
prompts
{
  "listChanged": false
}
resources
{
  "subscribe": false,
  "listChanged": false
}
experimental
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
dart_test_connectionB

Return a message to verify that the MCP server is working.

check_dart_api_keyA

Check whether the DART API key was loaded without exposing it.

search_companyA

Search DART companies by company name, stock code, or corp code.

Args: query: A company name, six-digit stock code, or eight-digit DART corporation code. Examples: 삼성전자, 005930, 00126380. listed_only: When true, return only companies with a stock code. limit: Maximum number of results, between 1 and 50.

get_company_profileA

Get official company information from Open DART.

Args: corp_code: The company's eight-digit Open DART corporation code. Samsung Electronics is 00126380.

get_company_profile_by_queryA

Find a listed company and return its DART company profile.

Args: query: Exact company name, six-digit stock code, or eight-digit DART corporation code.

get_financial_statementsA

Get key financial-statement accounts for a company across a range of years.

Uses Open DART's key-accounts endpoint (주요계정), which returns core figures such as total assets, total liabilities, total equity, revenue, operating profit, and net income, for both consolidated (CFS) and separate (OFS) financial statements.

Args: corp_code: The company's eight-digit Open DART corporation code. Samsung Electronics is 00126380. start_year: First business year to fetch (four digits), e.g. 2021. end_year: Last business year to fetch (four digits), e.g. 2023. report_type: "annual" (사업보고서), "half" (반기보고서), "q1" (1분기보고서), "q3" (3분기보고서), or "all" to fetch all four report types for each year.

get_full_financial_statementA

Get the complete financial statement (every line item) for one period.

Uses Open DART's full-statement endpoint (전체 재무제표), which returns every line item in the balance sheet, income statement, and other statements for a single business year and report type.

Args: corp_code: The company's eight-digit Open DART corporation code. Samsung Electronics is 00126380. year: Business year to fetch (four digits), e.g. 2023. report_type: "annual" (사업보고서), "half" (반기보고서), "q1" (1분기보고서), or "q3" (3분기보고서). fs_div: "CFS" for consolidated financial statements (연결재무제표, default) or "OFS" for separate financial statements (별도/개별 재무제표).

get_major_shareholder_statusA

Get major/largest-shareholder ownership status (최대주주 현황) across years.

Uses Open DART's 최대주주 현황 endpoint, which lists each major shareholder's name, relationship to the company, and share ownership at the start and end of each reporting period.

Args: corp_code: The company's eight-digit Open DART corporation code. Samsung Electronics is 00126380. start_year: First business year to fetch (four digits), e.g. 2021. end_year: Last business year to fetch (four digits), e.g. 2023. report_type: "annual" (사업보고서), "half" (반기보고서), "q1" (1분기보고서), "q3" (3분기보고서), or "all" to fetch all four report types for each year.

get_major_shareholder_changesA

Get changes in the largest shareholder (최대주주 변동현황) across years.

Uses Open DART's 최대주주 변동현황 endpoint, which lists each date the largest shareholder changed, who the new largest shareholder was, and why.

Args: corp_code: The company's eight-digit Open DART corporation code. Samsung Electronics is 00126380. start_year: First business year to fetch (four digits), e.g. 2021. end_year: Last business year to fetch (four digits), e.g. 2023. report_type: "annual" (사업보고서), "half" (반기보고서), "q1" (1분기보고서), "q3" (3분기보고서), or "all" to fetch all four report types for each year.

get_minority_shareholder_statusA

Get minority/small shareholder status (소액주주 현황) across years.

Uses Open DART's 소액주주 현황 endpoint, which reports the number of minority shareholders, their share of total shareholders, and the proportion of total shares they hold.

Args: corp_code: The company's eight-digit Open DART corporation code. Samsung Electronics is 00126380. start_year: First business year to fetch (four digits), e.g. 2021. end_year: Last business year to fetch (four digits), e.g. 2023. report_type: "annual" (사업보고서), "half" (반기보고서), "q1" (1분기보고서), "q3" (3분기보고서), or "all" to fetch all four report types for each year.

get_major_holding_reportsA

Get 5%-rule major shareholding disclosure reports (대량보유 상황보고).

Uses Open DART's 대량보유 상황보고 endpoint, which lists every report filed under the "5% rule" whenever an investor's holding in the company crosses a disclosure threshold. DART returns this endpoint's full filing history in one call with no date parameter of its own, so date filtering and the result limit are both applied here after fetching.

Args: corp_code: The company's eight-digit Open DART corporation code. Samsung Electronics is 00126380. start_date: Optional start of a filing-date range, as YYYYMMDD or YYYY-MM-DD. When omitted, defaults to roughly the last year (365 days), since 대량보유 filings are relatively infrequent 5%-rule events. end_date: Optional end of a filing-date range, as YYYYMMDD or YYYY-MM-DD. When omitted, defaults to today (or completes a roughly one-year window when only end_date is supplied). limit: Maximum number of filings to return, most recent first (default 50, max 200). Without start_date/end_date, this is what keeps a very active filer from returning thousands of rows in one call — narrow the date range to see more.

get_executive_ownership_reportsA

Get executive/major-shareholder stock ownership reports (임원ㆍ주요주주 소유보고).

Uses Open DART's 임원ㆍ주요주주 소유보고 endpoint, which lists ownership reports filed by company executives and major (10%+) shareholders whenever their holdings change. DART returns this endpoint's full filing history in one call with no date parameter of its own, so date filtering and the result limit are both applied here after fetching. Active large-cap companies can have thousands of these filings, so the default limit keeps a call without a date range from returning all of them at once.

Args: corp_code: The company's eight-digit Open DART corporation code. Samsung Electronics is 00126380. start_date: Optional start of a filing-date range, as YYYYMMDD or YYYY-MM-DD. When omitted, defaults to roughly the last 3 months (90 days), since this endpoint covers frequent, routine insider-ownership filings. end_date: Optional end of a filing-date range, as YYYYMMDD or YYYY-MM-DD. When omitted, defaults to today (or completes a roughly three-month window when only end_date is supplied). limit: Maximum number of filings to return, most recent first (default 50, max 200). Narrow the date range to see more than the most recent filings.

get_shareholder_return_disclosuresA

Get shareholder-return-related disclosure decisions over a date range.

Uses Open DART's 주요사항보고서 주요정보 (major matters report) endpoints to fetch board decisions on capital increases, capital reductions, and treasury stock (buyback) activity, filed within a given date range.

Args: corp_code: The company's eight-digit Open DART corporation code. Samsung Electronics is 00126380. start_date: Start of the search range (first filing date to include), as YYYYMMDD or YYYY-MM-DD, e.g. 20230101. end_date: End of the search range (last filing date to include), as YYYYMMDD or YYYY-MM-DD, e.g. 20231231. disclosure_type: One of: "paid_capital_increase" (유상증자 결정), "free_capital_increase" (무상증자 결정), "paid_free_capital_increase" (유무상증자 결정), "capital_reduction" (감자 결정), "treasury_stock_acquisition" (자기주식 취득 결정), "treasury_stock_disposal" (자기주식 처분 결정), "treasury_trust_contract" (자기주식취득 신탁계약 체결 결정), "treasury_trust_termination" (자기주식취득 신탁계약 해지 결정), or "all" (default) to fetch every type in one call.

get_dividend_infoA

Get dividend-related figures (배당에 관한 사항) across a range of years.

Uses Open DART's 배당에 관한 사항 endpoint, which reports per-share face value, net income, earnings per share, total cash/stock dividend amounts, dividend payout ratio, dividend yield, and dividend per share for the current period and the two prior periods.

Args: corp_code: The company's eight-digit Open DART corporation code. Samsung Electronics is 00126380. start_year: First business year to fetch (four digits), e.g. 2021. end_year: Last business year to fetch (four digits), e.g. 2023. report_type: "annual" (사업보고서), "half" (반기보고서), "q1" (1분기보고서), "q3" (3분기보고서), or "all" to fetch all four report types for each year.

search_disclosuresA

Search DART disclosure filings (공시검색) within a date range.

Uses Open DART's general disclosure search endpoint. Returns filing metadata (title, date, receipt number) only; use get_disclosure_document_text with a result's receipt_no to read a specific filing's content.

Args: corp_code: The company's eight-digit Open DART corporation code. Samsung Electronics is 00126380. start_date: Start of the search range, as YYYYMMDD or YYYY-MM-DD. end_date: End of the search range, as YYYYMMDD or YYYY-MM-DD. pblntf_ty: Optional disclosure category to filter by: "A" (정기공시), "B" (주요사항보고), "C" (발행공시), "D" (지분공시), "E" (기타공시), "F" (외부감사관련), "G" (펀드공시), "H" (자산유동화), "I" (거래소공시), or "J" (공정위공시). keyword: Optional substring to match against each filing's report title (report_nm), applied after fetching from DART since the API itself has no title-search parameter.

get_disclosure_document_textA

Get the plain-text content of one DART disclosure document.

Downloads the original filing (원문) for a receipt number and strips HTML markup, so the content can be read directly. Useful for reading the details of any filing found via search_disclosures.

Args: rcept_no: The 14-digit disclosure receipt number (접수번호), as returned by search_disclosures or other DART tools.

get_sales_contract_disclosuresA

Get single sale/supply contract disclosures (단일판매ㆍ공급계약체결).

Finds every 단일판매ㆍ공급계약체결 filing for a company in a date range and reads each one to extract the contract amount, the contract period (start/end dates), the counterparty, and related details — useful for tracking order backlog (수주잔고) from disclosed sales contracts. This disclosure type has no structured JSON API in Open DART, so each filing's original document is downloaded and parsed.

Args: corp_code: The company's eight-digit Open DART corporation code. Samsung Electronics is 00126380. start_date: Start of the search range (filing date), as YYYYMMDD or YYYY-MM-DD. end_date: End of the search range (filing date), as YYYYMMDD or YYYY-MM-DD.

toss_test_connectionC

Return a message to verify that the MCP server process is working.

check_toss_api_credentialsA

Check whether TOSS_CLIENT_ID / TOSS_CLIENT_SECRET were loaded, without exposing them.

get_stock_infoA

Look up basic info (name, market, currency, status, shares outstanding...) for symbols.

Args: symbols: Comma-separated ticker symbols, up to 200. No market prefix. Examples: '005930' (Samsung Electronics, KRX), '005930,AAPL'.

get_current_priceA

Get the current (last-traded) price for one or more symbols. (현재가 조회)

Args: symbols: Comma-separated ticker symbols, up to 200. No market prefix. Examples: '005930,000660' (KRX) or 'AAPL,MSFT' (US).

get_orderbookA

Get the current bid/ask order book for a single symbol. (호가 조회)

Args: symbol: A single ticker symbol, no market prefix, e.g. '005930' (KRX) or 'AAPL' (US). Only one symbol is accepted per call.

get_recent_tradesA

Get the most recent executed trades (체결) for a single symbol.

Args: symbol: A single ticker symbol, no market prefix, e.g. '005930' (KRX) or 'AAPL' (US). Only one symbol is accepted per call. count: Number of recent trades to return, between 1 and 50.

get_candlesA

Get OHLCV candle-chart data for a single symbol. (캔들 차트 조회)

Args: symbol: A single ticker symbol, no market prefix, e.g. '005930' (KRX) or 'AAPL' (US). Only one symbol is accepted per call. interval: Candle interval: '1m' (1-minute) or '1d' (daily). count: Number of candles to return, between 1 and 200. before: Optional cursor (from a previous response's 'nextBefore') to page further back in time. Omit for the most recent candles. adjusted: Whether prices should be adjusted for splits/dividends.

get_price_limitsA

Get today's upper/lower price limits for a single symbol. (상한가/하한가 조회)

Args: symbol: A single ticker symbol, no market prefix, e.g. '005930'.

get_stock_warningsA

Get investment-caution flags for a single KRX symbol (매수 유의사항, e.g. 관리종목/VI 등).

Args: symbol: A single ticker symbol, no market prefix, e.g. '005930'.

get_exchange_rateA

Get the exchange rate between two currencies. (환율 조회)

Args: base_currency: 'KRW' or 'USD'. quote_currency: 'KRW' or 'USD'. date_time: Optional ISO 8601 timestamp for a historical rate. Omit for the latest rate.

get_market_calendarA

Get market session times (pre/regular/after-market) around a given date. (장 운영 정보 조회)

Args: market: 'KR' (Korean exchanges) or 'US' (US exchanges). date: Optional date (YYYY-MM-DD) to center the lookup on. Omit for today.

get_accountsA

List your Toss Securities accounts (계좌 목록 조회).

Returns each account's accountSeq, which the other account tools (get_holdings, get_buying_power, get_commissions, get_sellable_quantity) require as their account_seq argument.

get_holdingsA

Get portfolio summary and per-symbol positions for one account. (보유자산 조회, read-only)

Args: account_seq: The numeric accountSeq returned by get_accounts().

get_buying_powerA

Get cash buying power for one account. (매수가능금액 조회, read-only)

Args: account_seq: The numeric accountSeq returned by get_accounts(). currency: 'KRW' or 'USD'.

get_commissionsA

Get your brokerage commission rates by market. (매매 수수료 조회, read-only)

Args: account_seq: The numeric accountSeq returned by get_accounts().

get_sellable_quantityA

Get how many shares of a symbol can currently be sold from one account. (판매가능수량 조회, read-only)

Args: account_seq: The numeric accountSeq returned by get_accounts(). symbol: A single ticker symbol, no market prefix, e.g. '005930'.

place_orderB

Submit a live quantity- or amount-based stock order.

The API wire fields are symbol, side, orderType, timeInForce, quantity, price, orderAmount, clientOrderId, and confirmHighValueOrder. Quantity and orderAmount are mutually exclusive; orderAmount is for US MARKET orders.

cancel_orderB

Cancel a pending live order; cancellation does not require confirmation.

modify_orderA

Modify a live pending order; requires confirm=True before submission.

symbol is required to determine the market. US-market modifications support changing price only; changing quantity requires canceling and placing a new order instead.

Toss appears to allow KR-market modifications to decrease or keep the same quantity, but not increase it; increasing quantity requires canceling the order and placing a new one instead.

A modification does not edit an order in place. Toss replaces it with a new live order under a new ID, and the original order_id becomes inactive with status REPLACED immediately after a successful modification. The caller MUST use the returned new_order_id for any further operations on this order, including checking status, canceling, or modifying it again. Reusing the original order_id fails with HTTP 409 already-modified.

get_orderA

Get all available details for one order, including execution information.

get_ordersC

List orders using the spec's status, symbol, from, to, cursor and limit filters.

list_dialogsA

List Telegram dialogs. chat_type filters to all, channel, group (including supergroups), or user.

get_channel_infoA

Get title, description/about, member count, type, and username for a chat.

chat may be a @username, a numeric/marked (-100...) chat ID from list_dialogs, or (best-effort) a chat title. If resolution by ID fails on a fresh session, call list_dialogs first to warm the client's entity cache, then retry.

get_messagesA

Get up to 200 recent messages from one chat, newest first.

chat: @username, numeric/marked chat ID (see get_channel_info for resolution notes), or title. since_date: optional cutoff, ISO 8601 (e.g. "2026-08-01" or "2026-08-01T00:00:00+09:00"); results default to the last 7 days when it is omitted. Pass an explicit date to look further back; a very old date effectively means all history. A value with no timezone is treated as UTC. offset_id: only return messages with an ID strictly below this one, useful for paging backward through history. Returns each message's id, ISO date, sender name/id, text, has_media, and media_type.

search_messagesA

Search message text globally or in one chat; omit chat for a global search.

since_date: optional ISO 8601 cutoff (e.g. "2026-01-01"). Results default to the last 7 days when omitted. Pass an explicit date to look further back; a very old date effectively means all history. A value with no timezone is treated as UTC. Global search (no chat) scans dialogs one at a time and stops once limit results are collected, so results favor whichever dialogs are scanned first rather than being ranked by relevance or recency across the whole account.

search_filesA

Find messages carrying files, globally or in one chat.

file_type: "document" (general files/PDFs), "photo", "video", "audio" (Telegram music/audio files only — voice notes and video notes are excluded), or "any". since_date: optional ISO 8601 cutoff (e.g. "2026-01-01"). Results default to the last 7 days when omitted. Pass an explicit date to look further back; a very old date effectively means all history. A value with no timezone is treated as UTC. Same global-search caveat as search_messages: results are scanned dialog-by-dialog, not ranked account-wide. Returns per match: message id, chat id/title, date, filename, mime_type, size_bytes, caption, sender_name, media_type.

download_fileA

Download the file attached to one message to local disk and return its path.

Saves under this project's downloads/ folder by default; dest_dir selects a subdirectory within that downloads/ folder (relative paths, .., and absolute paths that resolve outside it are rejected). The filename is sanitized and de-duplicated against existing files in the target directory.

telegram_test_connectionA

Check that Telegram credentials are present, the StringSession connects, and the account is authorized.

finance_test_connectionA

Check DART, Toss, and Telegram credentials/connectivity in one call.

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

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