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vdalhambra
by vdalhambra

FinanceKit MCP

Financial Market Intelligence for AI Agents — real-time stock quotes, technical analysis, crypto data, and portfolio insights via the Model Context Protocol.

What it does

FinanceKit gives your AI agent (Claude, Cursor, Copilot, etc.) access to financial market data and analysis. Ask questions like:

  • "What's the current price of AAPL?"

  • "Run technical analysis on TSLA"

  • "Compare AAPL vs MSFT vs GOOGL performance over the last 6 months"

  • "Analyze my portfolio: AAPL:10, MSFT:5, GOOGL:3"

  • "What are the trending cryptocurrencies right now?"

  • "Is Bitcoin overbought based on RSI?"

Tools (11)

Stocks

Tool

Description

stock_quote

Current price, change, volume, P/E, market cap

company_info

Sector, financials, valuation metrics, description

multi_quote

Batch quotes for up to 10 tickers at once

Crypto

Tool

Description

crypto_price

Price, market cap, 1h/24h/7d changes, ATH data

crypto_trending

Top 10 trending coins on CoinGecko

crypto_search

Find coins by name or symbol

crypto_top_coins

Top N coins ranked by market cap

Technical Analysis

Tool

Description

technical_analysis

Full analysis: RSI, MACD, Bollinger Bands, SMA/EMA, ADX, Stochastic, ATR, OBV + pattern detection (Golden Cross, Death Cross, overbought/oversold) with plain-English signal summary

price_history

Historical OHLCV data with summary statistics

Portfolio & Comparison

Tool

Description

compare_assets

Side-by-side returns, volatility, Sharpe ratio, drawdown

portfolio_analysis

Total value, allocation weights, sector breakdown, concentration risk

Installation

Claude Code / Claude Desktop

Add to your MCP configuration:

{
  "mcpServers": {
    "financekit": {
      "command": "uvx",
      "args": ["--from", "financekit-mcp", "financekit"]
    }
  }
}

From source

git clone https://github.com/vdalhambra/financekit-mcp.git
cd financekit-mcp
uv sync
uv run financekit

Data Sources

  • Stocks: Yahoo Finance (via yfinance)

  • Crypto: CoinGecko API (free tier)

  • Technical Indicators: Calculated locally using the ta library

All data is cached to minimize API calls: quotes (60s), historical data (1h), crypto (2min), company info (24h).

Examples

Technical Analysis Output

Symbol: AAPL
Current Price: 260.48
Indicators:
  RSI(14): 55.65 — neutral
  MACD: histogram positive — bullish momentum
  Bollinger Bands: price within bands — normal
  SMA(50): 260.84
  ADX: 18.3 — weak/no trend
Patterns:
  Golden Cross: false
  Overbought: false

Portfolio Analysis Output

Total Value: $45,230.50
Positions: 3
Concentration Risk: MODERATE
Sector Breakdown:
  Technology: 85.2%
  Communication Services: 14.8%

License

MIT

-
security - not tested
F
license - not found
-
quality - not tested

Resources

Unclaimed servers have limited discoverability.

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If you are the server author, to access and configure the admin panel.

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