FinanceKit 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": true
} |
| logging | {} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
| extensions | {
"io.modelcontextprotocol/ui": {}
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| stock_quoteA | Get the current stock price, change, volume, and key metrics for a ticker. Returns real-time market data including price, daily change, 52-week range, P/E ratio, market cap, and more. |
| company_infoA | Get detailed company information including sector, financials, and valuation metrics. Returns company description, sector, industry, market cap, P/E ratio, revenue, profit margins, and other fundamental data. |
| multi_quoteA | Get quotes for multiple stocks at once. Provide comma-separated symbols. |
| crypto_priceA | Get current price, market cap, volume, and price changes for a cryptocurrency. Returns comprehensive market data including 1h/24h/7d price changes, ATH data, supply info, and market cap rank. Use the CoinGecko ID (e.g., 'bitcoin' not 'BTC'). Use search_crypto to find IDs. |
| crypto_trendingA | Get the top 10 trending cryptocurrencies on CoinGecko right now. Shows coins with the most search interest in the last 24 hours. |
| crypto_searchA | Search for a cryptocurrency by name or symbol. Returns CoinGecko IDs needed for other tools. |
| crypto_top_coinsA | Get the top cryptocurrencies ranked by market cap. |
| technical_analysisA | Run a comprehensive technical analysis on a ticker. Calculates RSI, MACD, Bollinger Bands, SMA (20/50/200), EMA (12/26), and detects patterns like Golden Cross/Death Cross and overbought/oversold conditions. Returns all indicators with their current values plus a plain-English summary of signals. |
| price_historyA | Get historical price data (OHLCV) for a ticker. Returns open, high, low, close, and volume for each period, plus summary statistics (min, max, avg price, total volume). |
| compare_assetsA | Compare performance of multiple stocks/assets over a period. Returns side-by-side comparison of returns, volatility, and key metrics to help decide between investment options. |
| portfolio_analysisA | Analyze a stock portfolio — total value, allocation, performance, and diversification. Provide holdings as 'SYMBOL:SHARES' pairs (e.g., 'AAPL:10,MSFT:5,GOOGL:3'). Returns current portfolio value, weight distribution, sector breakdown, and individual position details. |
| market_overviewA | Get a snapshot of the major market indices, VIX, and top stock movers. Returns current values and daily change for S&P 500, NASDAQ, DOW, and Russell 2000, the VIX fear/greed indicator, top 5 gainers and losers from a watchlist of 15 major stocks, and an overall market sentiment classification (Risk-on, Risk-off, etc.). |
| risk_metricsB | Calculate advanced risk metrics: VaR, Sharpe, Sortino, Beta, Max Drawdown. Professional-grade risk analysis for any stock or ETF. Returns Value-at-Risk (95%), Sharpe ratio (annualized), Sortino ratio, Beta vs benchmark, and maximum drawdown. |
| correlation_matrixA | Compute correlation matrix between multiple assets. Returns pairwise Pearson correlations. Useful for portfolio diversification analysis — lower correlations = better diversification. Correlations near 1 = assets move together (less diversification benefit). |
| earnings_calendarA | Get upcoming and recent earnings dates for a stock. Returns next earnings date, EPS estimates vs actuals for recent quarters, and revenue data. Critical for event-driven trading. |
| options_chainA | Get options chain (calls and puts) for a stock. Returns available expirations and, if one is specified or the nearest is used, the full chain with strikes, volumes, open interest, implied volatility, and greeks (when available). |
| sector_rotationA | Sector performance ranking via SPDR sector ETFs. Returns performance of all 11 GICS sectors ranked by return. Useful for identifying market leadership and rotation trends. |
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 17 tools
Most tools have clear purposes, but there is significant overlap between stock_quote and multi_quote (both return quotes; multi_quote is just for multiple), and between crypto_price and crypto_top_coins (both include price/market data). Also market_overview could be confused with sector_rotation or compare_assets.
All tools use a consistent noun or adjective_noun pattern (e.g., stock_quote, crypto_price, technical_analysis) without mixing styles. Verbs are implicit in the noun, but the pattern is uniform and predictable for a data retrieval server.
17 tools is on the higher end but appropriate for a comprehensive finance data server covering stocks, crypto, risk, options, and market analysis. It could be trimmed by merging some overlapping features, but it is not excessive.
The server covers a wide breadth of financial data needs: quotes, historical data, crypto, technical analysis, portfolio metrics, risk, correlation, options, earnings, and sector rotation. Minor gaps exist (e.g., no fundamental financial statements beyond company_info, no dividend data), but core research workflows are well supported.