hk-ipo-fee-mcp

An MCP server that gives AI assistants exact Hong Kong IPO cost maths, so they can stop guessing. It covers:

• the entry fee (amount payable), including the 1% brokerage, SFC, AFRC and trading-fee levies, each rounded to the cent;

• margin-financing interest, the break-even sell price, scenario P&L and expected value;

• selling costs, with stamp duty rounded up to a whole HK$;

• cited rule summaries (Mechanism A/B allocation, Pool A/B, FINI T+2);

• open-licensed (Wikidata, CC0) lookups of HK-listed companies and listing dates.

中文简介：港股打新费用计算 MCP 服务器。让 Claude、Cursor 等 AI 助手精确计算入场费（1% 佣金 + 证监会/会财局征费 + 交易费，逐项四舍五入至分）、孖展利息、回本价、情景盈亏与期望值、卖出费用（印花税向上取整至元），并查询机制 A/B、甲乙组、FINI 等规则（附出处）。公司与上市日期查询只使用 Wikidata（CC0）开放数据，不抓取港交所/披露易。免费开源（MIT）。网页版计算器：https://hk-ipo-calc.pages.dev/

Ask things like:

"I'm applying for 20 lots of an IPO at HK$8.88, 500 shares a lot, with 10× margin at 3.5% for 7 days and a HK$100 handling fee. 18,000 out of 120,000 applicants at my size got one lot. What's my entry fee, break-even price and expected value?"

The numbers come from a tested fee engine, not from the model. That engine is the same one used by the web calculator and the HK IPO Ledger Chrome extension, and the two implementations are checked to give identical results on 8,000 test values.

Tools

Related MCP server: hk-markets-mcp

Install

You need Python ≥ 3.10. The easiest way to run it is with uv, which needs no install step:

uvx hk-ipo-fee-mcp          # runs the stdio server
# or
pipx install hk-ipo-fee-mcp && hk-ipo-fee-mcp

Claude Desktop

Edit claude_desktop_config.json. On macOS it is at ~/Library/Application Support/Claude/; on Windows at %APPDATA%\Claude\.

{
  "mcpServers": {
    "hk-ipo-fee": { "command": "uvx", "args": ["hk-ipo-fee-mcp"] }
  }
}

Claude Code

claude mcp add hk-ipo-fee -- uvx hk-ipo-fee-mcp

Cursor

Add this to ~/.cursor/mcp.json, or to .cursor/mcp.json in a project:

{
  "mcpServers": {
    "hk-ipo-fee": { "command": "uvx", "args": ["hk-ipo-fee-mcp"] }
  }
}

VS Code (GitHub Copilot agent mode)

Add this to .vscode/mcp.json:

{
  "servers": {
    "hk-ipo-fee": { "type": "stdio", "command": "uvx", "args": ["hk-ipo-fee-mcp"] }
  }
}

Windsurf / Cline / other clients

Any client that speaks MCP over stdio works. Set the command to uvx and the args to ["hk-ipo-fee-mcp"]. If you installed with pipx, set the command to hk-ipo-fee-mcp with no args.

Environment variables (optional)

Example

hk_ipo_plan(offer_price=8.88, board_lot=500, lots_applied=20, margin_multiple=10, annual_rate=0.035, interest_days=7, handling_fee=100, allotted_lots=1, valid_applications=120000, successful_applicants=18000) returns:

(These are illustrative inputs, not a real IPO.)

Data & compliance

• Fees and rules follow published SFC, AFRC, HKEX and IRD (GovHK) rates; every rule summary cites its source.

• No HKEX/HKEXnews scraping. HKEX's terms prohibit automated access, so IPO terms (offer price, board lot, allotment results) must come from you or the prospectus. The server never invents them.

• Listing lookups use Wikidata (CC0). The data is community-maintained, so verify it before relying on it.

• Results are arithmetic, not investment advice. This project is not affiliated with Hong Kong Exchanges and Clearing Limited.

Development

git clone https://github.com/tiezhengzhang/hk-ipo-fee-mcp && cd hk-ipo-fee-mcp
python -m venv .venv && . .venv/bin/activate && pip install -e . pytest
python -m pytest -q                 # fee anchors + MCP stdio end-to-end

More from the author

• 🧮 HK IPO Calculator — a free bilingual web calculator using the same fee engine, plus guides on Mechanism A/B, Pool A/B, margin and fees.

• 📒 HK IPO Ledger (Chrome extension) — an IPO ledger across multiple brokers, with allotment and P&L stats, kept on your device. Free for up to 30 records. Pro is a one-time payment with no subscription.

License

MIT © 2026 Tiezheng Zhang. Listing data from Wikidata is CC0.