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Toolstem MCP Server
by toolstem

Servidor MCP Toolstem

Herramientas de inteligencia financiera listas para agentes: seleccionadas, no en bruto.

Toolstem es un servidor MCP (Model Context Protocol) que convierte datos brutos del mercado financiero en inteligencia sintetizada y seleccionada para agentes de IA. A diferencia de los envoltorios de paso que solo exponen una API REST de un proveedor, cada herramienta de Toolstem combina múltiples fuentes de datos, deriva señales y precalcula las matemáticas que un agente tendría que hacer por sí mismo.

Una llamada. Una respuesta JSON amigable para el agente. Sin arrays anidados que analizar, sin unir puntos finales, sin código repetitivo de comprobación de nulos.


¿Por qué Toolstem?

La mayoría de los servidores MCP financieros exponen una herramienta por punto final de API, lo que obliga a su agente a realizar 4-5 llamadas secuenciales, escribir código de unión y razonar sobre formas de datos sin procesar. Toolstem está construido de manera diferente:

  • Obtención de datos en paralelo — cada herramienta se despliega a múltiples fuentes simultáneamente.

  • Señales derivadas — recomendaciones legibles por humanos como UNDERVALUED, STRONG, ACCELERATING calculadas a partir de números brutos.

  • Matemáticas precalculadas — CAGR, crecimiento interanual (YoY), tendencias de margen, distancia desde el máximo/mínimo de 52 semanas, rendimiento de FCF y más ya están en la respuesta.

  • Esquema plano y predecible — sin peculiaridades de proveedores profundamente anidadas que se filtren en los prompts del agente.

  • Degradación elegante — si un punto final ascendente falla, el resto de la respuesta sigue llegando con nulos en su lugar.


Related MCP server: Financial Modeling Prep MCP Server

Herramientas

get_stock_snapshot

Resumen completo de acciones que combina cotización, perfil, valoración DCF y calificación en una sola respuesta.

Entrada:

{
  "symbol": "AAPL"
}

Ejemplo de salida (truncado):

{
  "symbol": "AAPL",
  "company_name": "Apple Inc.",
  "sector": "Technology",
  "industry": "Consumer Electronics",
  "exchange": "NASDAQ",
  "price": {
    "current": 178.52,
    "change": 2.34,
    "change_percent": 1.33,
    "day_high": 179.80,
    "day_low": 175.10,
    "year_high": 199.62,
    "year_low": 130.20,
    "distance_from_52w_high_percent": -10.57,
    "distance_from_52w_low_percent": 37.11
  },
  "valuation": {
    "market_cap": 2780000000000,
    "market_cap_readable": "$2.78T",
    "pe_ratio": 29.5,
    "dcf_value": 195.20,
    "dcf_upside_percent": 9.35,
    "dcf_signal": "FAIRLY VALUED"
  },
  "rating": {
    "score": 4,
    "recommendation": "Buy",
    "dcf_score": 5,
    "roe_score": 4,
    "roa_score": 4,
    "de_score": 5,
    "pe_score": 3
  },
  "fundamentals_summary": {
    "beta": 1.28,
    "avg_volume": 55000000,
    "employees": 164000,
    "ipo_date": "1980-12-12",
    "description": "Apple Inc. designs, manufactures..."
  },
  "meta": {
    "source": "Toolstem via Financial Modeling Prep",
    "timestamp": "2026-04-17T18:30:00Z",
    "data_delay": "End of day"
  }
}

Campos derivados (no en APIs crudas):

  • dcf_signal — UNDERVALUED si el alza del DCF > 10%, OVERVALUED si < -10%, de lo contrario FAIRLY VALUED.

  • market_cap_readable — formato amigable para humanos $2.78T, $450.2B, $12.5M.

  • distance_from_52w_high_percent / distance_from_52w_low_percent — posición de rango precalculada.


get_company_metrics

Análisis profundo de fundamentos — rentabilidad, salud financiera, flujo de caja, crecimiento y métricas por acción — sintetizado a partir de 5 puntos finales de estados financieros.

Entrada:

{
  "symbol": "AAPL",
  "period": "annual"
}

period acepta annual (predeterminado) o quarter.

Ejemplo de salida (truncado):

{
  "symbol": "AAPL",
  "period": "annual",
  "latest_period_date": "2025-09-30",
  "profitability": {
    "revenue": 394328000000,
    "revenue_readable": "$394.3B",
    "revenue_growth_yoy": 7.8,
    "net_income": 96995000000,
    "net_income_readable": "$97.0B",
    "gross_margin": 46.2,
    "operating_margin": 31.5,
    "net_margin": 24.6,
    "roe": 160.5,
    "roa": 28.3,
    "roic": 56.2,
    "margin_trend": "EXPANDING"
  },
  "financial_health": {
    "total_debt": 111000000000,
    "total_cash": 65000000000,
    "net_debt": 46000000000,
    "debt_to_equity": 1.87,
    "current_ratio": 1.07,
    "interest_coverage": 41.2,
    "health_signal": "STRONG"
  },
  "cash_flow": {
    "operating_cash_flow": 118000000000,
    "free_cash_flow": 104000000000,
    "free_cash_flow_readable": "$104.0B",
    "fcf_margin": 26.4,
    "capex": 14000000000,
    "dividends_paid": 15000000000,
    "buybacks": 89000000000,
    "fcf_yield": 3.7
  },
  "growth_3yr": {
    "revenue_cagr": 8.2,
    "net_income_cagr": 10.1,
    "fcf_cagr": 9.5,
    "growth_signal": "ACCELERATING"
  },
  "per_share": {
    "eps": 6.42,
    "book_value_per_share": 3.99,
    "fcf_per_share": 6.89,
    "dividend_per_share": 0.96,
    "payout_ratio": 14.9
  },
  "meta": {
    "source": "Toolstem via Financial Modeling Prep",
    "timestamp": "2026-04-17T18:30:00Z",
    "periods_analyzed": 3,
    "data_delay": "End of day"
  }
}

Campos derivados:

  • margin_trend — EXPANDING, STABLE o CONTRACTING basado en la dirección de la serie de margen neto.

  • health_signal — STRONG, ADEQUATE o WEAK a partir de la relación deuda-capital, ratio actual y cobertura de intereses.

  • growth_signal — ACCELERATING, STEADY o DECELERATING basado en la trayectoria de crecimiento interanual.

  • revenue_cagr, net_income_cagr, fcf_cagr — tasas de crecimiento anual compuesto durante el período analizado.

  • fcf_margin, fcf_yield — precalculados a partir de flujo de caja + ingresos + capitalización de mercado.


Instalación

npm

npm install -g toolstem-mcp-server

Ejecutar como servidor stdio:

FMP_API_KEY=your_key_here toolstem-mcp-server

Ejecutar como servidor HTTP (transporte HTTP transmitible):

FMP_API_KEY=your_key_here PORT=3000 toolstem-mcp-server --http

Claude Desktop

Añadir a su claude_desktop_config.json:

{
  "mcpServers": {
    "toolstem": {
      "command": "npx",
      "args": ["-y", "toolstem-mcp-server"],
      "env": {
        "FMP_API_KEY": "your_fmp_api_key"
      }
    }
  }
}

Smithery

Toolstem se distribuye en Smithery para una instalación con un solo clic en clientes MCP compatibles.

Apify

Disponible en la tienda de Apify como el Actor toolstem-financial-data. Llámelo desde su flujo de trabajo de Apify con la entrada:

{
  "tool": "get_stock_snapshot",
  "symbol": "AAPL"
}

o

{
  "tool": "get_company_metrics",
  "symbol": "AAPL",
  "period": "annual"
}

Los resultados se envían al conjunto de datos predeterminado. El actor monetiza por llamada de herramienta a través del modelo de pago por evento de Apify.

Autoalojamiento (Cloudflare Workers / cualquier entorno de ejecución Node)

Construya y ejecute el transporte HTTP:

npm install
npm run build
FMP_API_KEY=your_key npm run start:http

Su cliente MCP puede entonces conectarse a POST http://your-host:3000/mcp.


Variables de entorno

Variable

Requerido

Descripción

FMP_API_KEY

Sí

Clave de API de Financial Modeling Prep. Obtenga una en financialmodelingprep.com.

PORT

No

Puerto para transporte HTTP. El valor predeterminado es 3000.


Desarrollo

npm install
npm run dev           # stdio, hot reload via tsx
npm run build         # TypeScript -> dist/
npm start             # run built stdio server
npm run start:http    # run built HTTP server

Arquitectura

src/
├── index.ts          # MCP server entry (stdio + Streamable HTTP)
├── actor.ts          # Apify Actor entry
├── services/
│   └── fmp.ts        # Financial Modeling Prep API client
├── tools/
│   ├── get-stock-snapshot.ts
│   └── get-company-metrics.ts
└── utils/
    └── formatting.ts # Market cap formatting, CAGR, trend signals

Todos los puntos finales de FMP están envueltos en una única clase FmpClient. Las implementaciones de herramientas se despliegan a múltiples métodos de cliente en paralelo a través de Promise.all, y luego sintetizan el resultado fusionado.


Licencia

MIT — ver LICENSE.


Toolstem — inteligencia financiera seleccionada para la economía nativa de agentes.

Available Tools

3 tools
compare_companiesCompany ComparisonA
Read-onlyIdempotent

Side-by-side comparison of 2-5 companies across price, valuation (P/E, P/B, P/S, EV/EBITDA, DCF), profitability (margins, ROE, ROA, ROIC), financial health (D/E, current ratio, interest coverage), growth (revenue and earnings YoY), dividends, and analyst ratings. Returns derived rankings showing which company leads each dimension — lowest_pe, highest_margin, strongest_balance_sheet, best_growth, most_undervalued, highest_rated. Use this for investment comparisons, competitive analysis, or evaluating alternatives in the same sector.

Inputs: symbols (required). Returns: symbols_compared, comparison_date, companies, rankings, +1 more

get_company_metricsCompany MetricsA
Read-onlyIdempotent

Deep financial analysis including profitability, financial health, cash flow, growth (3-year CAGR), and per-share metrics. Synthesizes key metrics, financial ratios, income statement, balance sheet, and cash flow statement into one agent-ready response with derived signals: margin_trend (EXPANDING/STABLE/CONTRACTING), health_signal (STRONG/ADEQUATE/WEAK), and growth_signal (ACCELERATING/STEADY/DECELERATING). Use this for fundamental analysis, financial health checks, or when you need to understand a company's trajectory.

Inputs: symbol (required), period. Returns: symbol, period, latest_period_date, profitability, +5 more

get_stock_snapshotStock SnapshotA
Read-onlyIdempotent

Get a comprehensive stock snapshot including real-time price, valuation metrics, DCF analysis, and analyst ratings for any publicly traded company. Returns curated, agent-ready data synthesized from multiple sources in a single call — includes derived signals like dcf_signal (UNDERVALUED/FAIRLY VALUED/OVERVALUED), human-readable market cap, and 52-week range distance. Use this when you need a quick overview of a stock before digging into financials.

Inputs: symbol (required). Returns: symbol, company_name, sector, industry, +6 more

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections.

Loading tool schema changelog…

    TDQS

    A4.2/5.0

    Scored across 3 tools

    Disambiguation4/5

    The three tools are largely distinct: snapshot gives a quick overview, company_metrics provides deep financials, and compare_companies does side-by-side analysis. However, get_stock_snapshot and get_company_metrics both include valuation and financial data, so an agent could occasionally hesitate on which to call first.

    Naming Consistency5/5

    All tool names follow a clear verb_noun pattern: get_stock_snapshot, get_company_metrics, compare_companies. The verb changes appropriately for the action, and there is no mixing of styles or vague naming.

    Tool Count4/5

    Three tools is on the lean side but fits a focused stock-analysis server: overview, deep dive, and comparison. Each tool earns its place and the count feels sufficient rather than bloated.

    Completeness4/5

    The surface covers the core workflow: quick overview, fundamental analysis, and comparative screening. Minor gaps exist (e.g., no historical price data or explicit ticker search), but agents can accomplish most typical investment-analysis tasks without dead ends.

    Maintenance

    ActivityNo data
    ResponsivenessOutdated data

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