SEC MCP
Provides a Python client interface for connecting to the SEC MCP server to access SEC EDGAR data programmatically through async API operations.
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., "@SEC MCPget the latest 10-K filing for Apple and extract key financial metrics"
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.
Financial MCPs - PhD-Level Research Tools for Claude Code CLI
A comprehensive collection of advanced Model Context Protocol (MCP) servers that transform Claude Code CLI into an institutional-grade financial research platform.
8 Specialized MCPs โข PhD-Level Analysis โข Institutional Quality
๐ Overview
This repository contains 8 specialized MCP servers that provide Claude Code CLI with capabilities rivaling professional financial platforms used by hedge funds and investment banks:
MCP | Description | Key Features |
SEC Scraper | XBRL parsing & comprehensive analysis | DCF modeling, Monte Carlo simulations |
News Sentiment | Advanced NLP for financial text | Context-aware sentiment, earnings call analysis |
Analyst Ratings | Consensus tracking & peer comparison | Rating aggregation, price target analysis |
Institutional | Ownership & fund flow analysis | 13F tracking, insider transactions |
Alternative Data | Web scraping for unique insights | Hiring trends, social sentiment, reviews |
Industry Assumptions | Sector analysis & modeling | WACC calculations, peer metrics |
Economic Data | Macro indicators & regime detection | Fed data, employment, inflation |
Research Admin | Report generation & orchestration | 25+ page institutional reports |
Related MCP server: Example MCP SSE Server
๐ Features
Advanced Financial Analysis
XBRL Parsing: Extract 50+ structured metrics from SEC filings
DCF Valuation: Monte Carlo simulations with 10,000 iterations
Financial Metrics: ROE, ROIC, Altman Z-Score, Piotroski F-Score
Peer Comparison: Automatic competitor identification and analysis
Market Intelligence
PhD-Level NLP: Context-aware sentiment analysis for earnings calls
Technical Analysis: RSI, MACD, Bollinger Bands, support/resistance
Market Regime Detection: Bull/bear market identification
Sector Rotation: Industry trend and momentum analysis
Research Output
Institutional Reports: Professional 25+ page equity research documents
Investment Thesis: Comprehensive bull/bear cases with catalysts
Risk Assessment: Multi-factor risk scoring and analysis
Quality Metrics: Data completeness and confidence scoring
๐ฆ Installation
Prerequisites
Python 3.10+
Claude Code CLI (
npm install -g @anthropic-ai/claude-cli)uv package manager (
pip install uv)
Quick Setup
Clone the repository:
git clone https://github.com/yourusername/financial-mcps.git
cd financial-mcpsCreate and activate virtual environment:
uv venv
source .venv/bin/activate # On Windows: .venv\Scripts\activateInstall dependencies:
uv syncAdd all MCPs to Claude Code CLI:
# Run the setup script
./setup_all_mcps.sh
# Or manually add each MCP:
claude mcp add SEC "./FinancialMCPs/SEC_SCRAPER_MCP/start-mcp.sh" --transport stdio
claude mcp add NEWS-SENTIMENT "./FinancialMCPs/NEWS_SENTIMENT_SCRAPER/start-mcp.sh" --transport stdio
claude mcp add ANALYST-RATINGS "./FinancialMCPs/ANALYST_RATINGS_SCRAPER/start-mcp.sh" --transport stdio
claude mcp add INSTITUTIONAL "./FinancialMCPs/INSTITUTIONAL_SCRAPER/start-mcp.sh" --transport stdio
claude mcp add ALTERNATIVE-DATA "./FinancialMCPs/ALTERNATIVE_DATA_SCRAPER/start-mcp.sh" --transport stdio
claude mcp add INDUSTRY-ASSUMPTIONS "./FinancialMCPs/INDUSTRY_ASSUMPTIONS_ENGINE/start-mcp.sh" --transport stdio
claude mcp add ECONOMIC-DATA "./FinancialMCPs/ECONOMIC_DATA_COLLECTOR/start-mcp.sh" --transport stdio
claude mcp add RESEARCH-ADMIN "./FinancialMCPs/RESEARCH_ADMINISTRATOR/start-mcp.sh" --transport stdioVerify installation:
claude mcp list
# Should show all 8 Financial MCPs๐ก Usage Examples
Basic Commands
# Get current stock price
Use SEC to get current price for ticker "AAPL"
# Analyze sentiment
Use NEWS-SENTIMENT to analyze sentiment for ticker "MSFT"
# Get analyst consensus
Use ANALYST-RATINGS to get consensus rating for ticker "GOOGL"Advanced Analysis
# Comprehensive stock analysis (PhD-level)
Use SEC to perform comprehensive analysis for ticker "NVDA"
# Generate institutional research report
Use RESEARCH-ADMIN to generate research report for ticker "TSLA"
# Sector analysis
Use INDUSTRY-ASSUMPTIONS to analyze sector "Technology"Professional Workflows
Investment Research Workflow
1. Use SEC to perform comprehensive analysis for ticker "META"
2. Use NEWS-SENTIMENT to analyze earnings call sentiment for ticker "META"
3. Use ANALYST-RATINGS to compare with peer ratings
4. Use RESEARCH-ADMIN to generate investment thesisRisk Assessment Workflow
1. Use SEC to calculate Altman Z-Score for ticker "GME"
2. Use INSTITUTIONAL to track ownership changes
3. Use ECONOMIC-DATA to assess macro risks
4. Use ALTERNATIVE-DATA to gauge social sentiment๐๏ธ Architecture
financial-mcps/
โโโ FinancialMCPs/
โ โโโ SEC_SCRAPER_MCP/ # XBRL parsing, DCF modeling
โ โโโ NEWS_SENTIMENT_SCRAPER/ # Advanced NLP sentiment
โ โโโ ANALYST_RATINGS_SCRAPER/ # Consensus tracking
โ โโโ INSTITUTIONAL_SCRAPER/ # Ownership analysis
โ โโโ ALTERNATIVE_DATA_SCRAPER/ # Web scraping
โ โโโ INDUSTRY_ASSUMPTIONS/ # Sector analysis
โ โโโ ECONOMIC_DATA_COLLECTOR/ # Macro indicators
โ โโโ RESEARCH_ADMINISTRATOR/ # Report generation
โ โโโ shared/ # Shared advanced modules
โ โโโ financial_analysis.py # DCF, metrics calculations
โ โโโ xbrl_parser.py # XBRL data extraction
โ โโโ advanced_nlp.py # PhD-level NLP
โ โโโ research_report_generator.py
โ โโโ data_cache.py # Intelligent caching
โโโ setup_all_mcps.sh # Quick setup script
โโโ test_phd_features.py # Integration tests
โโโ requirements.txt
โโโ README.md
โโโ LICENSE๐ง Configuration
MCP-Specific Settings
Each MCP can be configured through environment variables:
export CACHE_DIR="/tmp/financial_mcp_cache"
export LOG_LEVEL="INFO"
export RATE_LIMIT_DELAY="1.0" # SEC complianceAnalysis Parameters
Edit analysis_config in each MCP's main.py:
self.analysis_config = {
'dcf_years': 5, # DCF projection years
'peer_count': 10, # Number of peers to analyze
'monte_carlo_simulations': 10000, # Simulation count
'confidence_threshold': 0.8 # Minimum confidence score
}Cache Settings
Configure cache TTL in shared/data_cache.py:
self.ttl_config = {
'price_data': timedelta(minutes=5),
'financial_statements': timedelta(days=90),
'news': timedelta(hours=1),
'research_reports': timedelta(days=30)
}๐งช Testing
Run All Tests
python test_phd_features.pyTest Individual MCPs
./test_single_mcp.sh SEC_SCRAPER_MCPDebug Mode
claude --debug
# Then use any MCP command to see detailed logs๐ Data Sources
SEC EDGAR: Official filings, XBRL data
Yahoo Finance: Real-time prices, basic metrics
Finviz: News aggregation, analyst ratings
MarketWatch: Additional market data
Federal Reserve: Economic indicators
Alternative Sources: Indeed, Glassdoor, Reddit, Google Trends
๐ Security & Compliance
Rate Limiting: Built-in delays to respect data source limits
User Agent: Proper identification for web scraping
Caching: Reduces redundant requests
Data Validation: Ensures data quality and accuracy
โ ๏ธ Disclaimer
These tools are for educational and research purposes only. Not intended for:
Production trading systems
Real money investment decisions
High-frequency trading
Regulatory compliance
Always verify data independently and conduct your own due diligence.
๐ค Contributing
We welcome contributions! Please see our Contributing Guide for:
Code style guidelines
Testing requirements
Pull request process
Feature request procedure
๐ Roadmap
Bloomberg/Refinitiv data integration
Real-time streaming capabilities
Machine learning predictions
Options analytics
Portfolio optimization
Backtesting framework
๐ License
MIT License - see LICENSE file for details.
๐ Acknowledgments
Built for Claude Code CLI by Anthropic
Inspired by institutional research platforms
Uses publicly available financial data sources
Special thanks to the MCP community
๐ Support
Issues: GitHub Issues
Discussions: GitHub Discussions
Documentation: Wiki
Note: This is an advanced financial research toolkit. Users should have a solid understanding of financial analysis and Python programming. These MCPs provide PhD-level analysis capabilities previously only available to institutional investors.
This server cannot be deployed
Maintenance
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Query SEC EDGAR filings, XBRL financials, and company data through MCP. STDIO & Streamable HTTP.
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SEC dilution data, live market data, and news for U.S. equities, with point-in-time as-of queries.
Search SEC EDGAR filings, financial statements, and company data.
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