FinResearch MCP
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 |
|---|---|
| calculate_cagrC | Calculate compound annual growth rate (CAGR) as a percentage. |
| get_sec_company_factsC | Retrieve XBRL company facts metadata from SEC EDGAR. |
| get_financial_factC | Retrieve annual US-GAAP financial history from SEC EDGAR. |
| get_company_financialsC | Return supported annual financial metrics and plot-ready histories for a company. |
| get_financial_ratiosC | Calculate profitability, liquidity, leverage, and efficiency ratios from SEC data. |
| calculate_capm_cost_of_equityB | Calculate CAPM cost of equity as a decimal rate. |
| calculate_wacc_rateB | Calculate WACC as a decimal rate from market-value capital weights. |
| calculate_dcf_valuationC | Calculate enterprise value with a constant-growth discounted cash flow model. |
| calculate_enterprise_valueA | Calculate enterprise value from market capitalization, debt, and cash. |
| calculate_equity_value_from_enterprise_valueB | Calculate equity value from enterprise value, cash, and debt. |
| calculate_intrinsic_value_per_shareB | Calculate intrinsic value per diluted share. |
| run_dcf_sensitivity_analysisB | Return a structured DCF sensitivity grid for charting or tabulation. |
| analyze_companyC | Generate a comprehensive, deterministic financial-health analysis from SEC data. |
| get_company_chart_dataC | Return structured revenue, income, cash-flow, debt, and growth data for plotting. |
| compare_companiesC | Compare revenue, margins, returns, cash flow, debt, growth, and valuation availability. |
| index_sec_filingB | Fetch, chunk, and index a known SEC filing document for RAG retrieval. |
| search_sec_filing_ragC | Search locally indexed SEC filing chunks with attributable lexical retrieval. |
| ai_analyze_companyC | Generate an attributable AI-ready research brief from financials and indexed filings. |
| analyze_portfolioB | Analyze position weights, market value, unrealized return, and concentration. |
| get_market_snapshotA | Return delayed public market-price metadata for a ticker. |
| get_market_price_historyB | Return delayed plot-ready market OHLCV history for a ticker. |
| get_dashboard_dataB | Aggregate company analysis, financial trends, and optional market data for a dashboard. |
| export_company_report_markdownC | Create a Markdown company research report at a relative project path. |
| export_company_report_pdfC | Create a PDF company research report at a relative project path. |
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 24 tools
Most tools have distinct purposes (e.g., calculate_cagr vs calculate_dcf_valuation), but some overlap exists: get_financial_fact, get_company_financials, and get_sec_company_facts all retrieve SEC financial data, and analyze_company, ai_analyze_company, and get_dashboard_data produce overlapping analytical outputs. Descriptions help but boundaries could be clearer.
All tool names follow a consistent verb_noun pattern in snake_case (calculate_*, get_*, run_*, analyze_*, compare_*, index_*, search_*, export_*). There are minor prefixes like 'ai_' and suffixes like '_rag', but they are applied consistently and do not break the overall convention.
With 24 tools, the server is on the high end of the typical range, but the count is justified by the comprehensive scope covering financial data retrieval, ratio analysis, valuation models, portfolio analytics, market data, reporting, and RAG-based search. Each tool addresses a distinct need, though the set could be slightly consolidated.
The tool surface covers the full financial research workflow: fetching SEC data, calculating metrics and valuations, running sensitivity analysis, comparing companies, analyzing portfolios, retrieving market data, and exporting reports. Missing a direct tool for listing filings or comparing against industry benchmarks, but these are minor gaps that can be worked around with existing tools.