The fintools-mcp server provides a comprehensive financial analysis toolkit for AI assistants, covering real-time market data, technical analysis, options trading, risk management, trade performance, and stock screening.
Market Data & Quotes
Stock quotes — Current price, volume, 52-week range, and market cap for any ticker
Option contract quotes — Live price and Greeks for a specific OCC options contract, with optional P&L calculation if an entry price is provided
Technical Analysis
Technical indicators — RSI, MACD, ATR, EMAs (9/21/50/200), Fibonacci retracement levels, and overall trend assessment across multiple timeframes
Trend score — Graduated score from -100 (strong downtrend) to +100 (strong uptrend) based on 5 combined indicators
Support & resistance levels — Key levels from swing highs/lows with touch counts and strength ratings
Compare tickers — Side-by-side technical comparison across multiple symbols simultaneously
Stock Screening
Screen stocks — Filter S&P 500, ETFs, or custom lists by RSI, trend score, EMA position, and relative volume
Find breakouts — Scan for breakout candidates in strong uptrends with bullish EMA stacks and momentum RSI ranges
Options Analysis
Analyze options chain — Full options chain with IV analysis, liquidity filtering (volume, open interest, bid-ask spread), and put/call ratios
Position Sizing & Risk Management
Calculate position size — Share count, position value, and risk/reward ratio based on entry, stop, target, account size, and risk percentage
ATR-based position sizing — Auto-calculate stop and target distances from live ATR, then size the position accordingly
Trade Performance Analytics
Analyze trades — Compute win rate, profit factor, Sharpe ratio, max drawdown, and streaks from a list of trade P&L values
Diagnostics
Data source stats — View cache status and provider request counters for the current MCP session
Click on "Install 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., "@fintools-mcp Analyze the technical setup on NVDA and suggest a position size"
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.
Fintools gives AI assistants a local market-analysis toolbelt: computed quotes, trend context, technical levels, screens, options context, sizing math, candidate ranking, and repeatable playbooks.
The public package in this repository is a lightweight connector and documentation hub. It lets Claude, Codex, Cursor, or another MCP-compatible assistant prove that Fintools can run locally and fetch basic quote data. The full Fintools MCP package is a paid local download that contains the complete read-only market-analysis desk.
Fintools is not a broker, signal service, hedge fund, raw-data vendor, or investment adviser. It does not place trades. The point is simple: the AI writes around tool output instead of inventing market numbers.
The paid Fintools MCP package includes the full local toolbelt:
Area | Tools |
Market / price context |
|
Technical analysis |
|
Screening / ranking |
|
Options context |
|
Risk / sizing |
|
Trade analytics |
|
Ops / data source |
|
The buyer package also includes playbooks, sample reports, setup notes, guardrails, and report structure so the assistant gives useful market context with explicit caveats.
Get Fintools MCP:
https://whop.com/fintools/fintools-mcp/Founding code:
FOUNDINGRelated MCP server: MCP YFinance Stock Server
The public connector is useful for testing MCP wiring before buying or installing the full package.
pip install fintools-mcpAdd it to Claude Code:
claude mcp add fintools -- uvx --from fintools-mcp fintools-mcpAsk:
Check the Fintools connection.Then ask:
Get a basic quote for SPY.If you ask the public connector for the full market-analysis toolbelt, it returns upgrade_required instead of pretending to compute something it does not include.
Page | What it covers |
What Fintools is, what it is not, and why it exists | |
Install the public connector, connect an MCP client, and verify the setup | |
What ships in the paid Fintools MCP package | |
Read-only design, no trade recommendations, and "not checked" caveats | |
Claude Code, Claude Desktop, Cursor, Codex CLI, Windows, and reload checks | |
Screenshot and demo-clip checklist for GitHub, Whop, and launch posts |
Guide | What it shows |
Asking about broad market context without hallucinated numbers | |
Finding and triaging names with Fintools MCP workflows | |
Reviewing existing names and surfacing what changed | |
Separating market setup from options-chain context |
Fintools is broker-agnostic. Users can layer their own broker API, broker MCP, or account system into the same AI assistant workflow for live account data, positions, executable quotes, options-chain vetting, order routing, fills, and realized P&L. That broker layer is separate from Fintools.
Use Fintools for market context and research. Use your broker API/MCP or account system for broker truth and any execution workflow. Fintools itself remains read-only and does not place trades.
git clone https://github.com/slimbiggins007/fintools-mcp.git
cd fintools-mcp
uv sync
uv run python -m fintools_mcp
uv run pytestThe public connector in this repository is MIT licensed. The paid Fintools MCP package is distributed separately.
Unclaimed servers have limited discoverability.
If you are the server author, to access and configure the admin panel.
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