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ashare-mcp

ashare-mcp

Verwandeln Sie A-Aktien-Finanzberichte in Tools, die Ihr LLM aufrufen kann. An MCP server that turns Chinese A-share financial statements into tools your LLM can call.

Ermöglicht es Claude (oder jedem MCP-Client), mit einem Satz wie "Wie sieht der Jahresbericht 2024 der Ping An Bank aus?" direkt strukturierte Bilanzen, Gewinn- und Verlustrechnungen sowie Kapitalflussrechnungen zu erhalten – mit ausgewählten Feldern, klaren Einheiten und Cache-Optimierung.

Datenquelle ist East Money, bereitgestellt über akshare, komplett kostenlos und ohne Token.


Warum noch ein Projekt?

Die meisten "Financial LLM"-Projekte auf GitHub konzentrieren sich auf Trading-Agenten und SEC 10-K RAG – erstere sind stark homogenisiert, letztere bedienen nur US-Aktien. Die Kombination aus A-Aktien + Chinesisch + MCP-Protokollschicht ist nahezu unbesetzt.

Die Positionierung von ashare-mcp ist sehr spezifisch: Sich nur auf A-Aktien-Finanzberichte konzentrieren und diese für jeden LLM-Client in zehn Sekunden zugänglich machen. Es prognostiziert keine Aktienkurse, schreibt keine Forschungsberichte und trifft keine Entscheidungen für Sie – es verschiebt lediglich Daten von East Money in den Tool-Aufruf des LLMs, mit sauberen Feldern, klaren Einheiten und eindeutigen Fehlermeldungen.

Related MCP server: sfc-data-mcp

Schnellstart

git clone https://github.com/yli769227-jpg/ashare-mcp.git
cd ashare-mcp
python3 -m venv .venv && source .venv/bin/activate
pip install -e .

Führen Sie einen Smoke-Test durch:

python -c "from ashare_mcp.data_source import get_annual_statements; \
  r = get_annual_statements('SZ000001', 2024); \
  print(r['company_name'], r['balance_sheet']['TOTAL_ASSETS'])"
# -> 平安银行 5769270000000.0

Einbindung in Claude Desktop

Bearbeiten Sie ~/Library/Application Support/Claude/claude_desktop_config.json (Mac):

{
  "mcpServers": {
    "ashare": {
      "command": "/absolute/path/to/ashare-mcp/.venv/bin/python",
      "args": ["-m", "ashare_mcp.server"]
    }
  }
}

Starten Sie Claude Desktop neu und fragen Sie direkt:

Hilf mir bei der Analyse des Jahresberichts 2024 der Ping An Bank: Wie hoch sind das Gesamtvermögen, die Gesamtverbindlichkeiten, der Nettogewinn und der operative Cashflow?

Tool-Liste

Tool

Eingabe

Ausgabe

get_three_statements

stock_code, year

Drei Hauptberichte des Jahresabschlusses (ausgewählte ~150 Felder)

cross_check_balance

stock_code, year

3 Abgleichsergebnisse + Abweichung + branchenüblich

compare_peers

stock_codes[], year, metrics?

Horizontaler Vergleich von N Unternehmen + Ranking / max-min-avg-std + ROE

Der Code unterstützt die Normalisierung verschiedener Formate wie 000001 / SZ000001 / sz.000001 / 000001.SZ.

cross_check_balance enthält derzeit 4 Abgleiche (die ersten 3 sind branchenüblich, der 4. ist branchenbewusst):

  1. BilanzgleichungTOTAL_ASSETS = TOTAL_LIABILITIES + TOTAL_EQUITY

  2. Cashflow-IdentitätNETCASH_OPERATE + NETCASH_INVEST + NETCASH_FINANCE + RATE_CHANGE_EFFECT = CCE_ADD

  3. Abgleich End-/Anfangsbestand BarmittelEND_CCE − BEGIN_CCE = CCE_ADD

  4. Betriebsergebnis-Zerlegung (branchenbewusst)

    • Banken:OPERATE_PROFIT = OPERATE_INCOME − OPERATE_EXPENSE

    • Industrieunternehmen:OPERATE_PROFIT = TOTAL_OPERATE_INCOME − TOTAL_OPERATE_COST + OTHER_INCOME + INVEST_INCOME + FAIRVALUE_CHANGE_INCOME + ASSET_IMPAIRMENT_INCOME + CREDIT_IMPAIRMENT_INCOME + ASSET_DISPOSAL_INCOME [+ EXCHANGE_INCOME]

    • Automatische Branchenerkennung: Wenn ACCEPT_DEPOSIT > 1 Milliarde, wird die Bankenformel verwendet; bei TOTAL_OPERATE_INCOME + TOTAL_OPERATE_COST die Industrieformel, ansonsten skipped (Versicherungen etc. werden derzeit nicht unterstützt)

Toleranz: Die ersten 3 Abgleiche 10.000 Yuan (Einzelrundung), der 4. Abgleich 10 Millionen Yuan (kumulierte Rundung bei Addition). Wenn Felder fehlen oder die Branche nicht erkannt wird, wird der Punkt als skipped markiert, ohne andere Prüfungen zu beeinflussen. Im Test bestanden 4 Unternehmen aus 3 Branchen (Banken / Baijiu / Batterien) den Jahresbericht 2024 mit 4/4.

Nutzung von LRU-Cache: Wird get_three_statements vor cross_check_balance aufgerufen, antwortet letzteres in < 1ms (Daten derselben Aktie sind bereits im Speicher).

Standard-Metriken für compare_peers: TOTAL_ASSETS / TOTAL_OPERATE_INCOME / PARENT_NETPROFIT / NETCASH_OPERATE / TOTAL_EQUITY, automatische Ableitung von ROE = PARENT_NETPROFIT / Durchschnittliches Eigenkapital (Durchschnitt aus Eigenkapital am Ende des laufenden Jahres und Eigenkapital am Ende des Vorjahres; Vorjahresdaten werden über LRU-Cache nahezu kostenlos abgerufen; bei fehlenden Vorjahresdaten Rückfall auf das Eigenkapital am Jahresende, gekennzeichnet im Feld roe_method als ending_equity_fallback). Automatischer Fallback: Wenn bei Banken TOTAL_OPERATE_INCOME fehlt, Rückgriff auf OPERATE_INCOME mit Kennzeichnung im Feld fallbacks. Parallelisierung: ThreadPoolExecutor (max_workers=8), paralleles Abrufen für N Unternehmen (Fehlschlag eines Unternehmens stoppt nicht den gesamten Prozess, Fehler werden in errors notiert). Test: Vergleich der 4 großen Banken für den Jahresbericht 2024 dauerte ~38s; ROE der China Merchants Bank 12,85% (langjähriger Spitzenreiter im Privatkundengeschäft).

Architektur

flowchart LR
    LLM[Claude / 任意 MCP 客户端] -->|JSON-RPC over stdio| Server[ashare-mcp<br/>FastMCP server]
    Server -->|代码归一化| Norm[股票代码归一化<br/>SZ/SH/BJ 自动判断]
    Server -->|拉取三表| DS[数据源封装<br/>akshare 包装层]
    DS -->|缓存命中| Cache[(进程内存缓存<br/>lru_cache)]
    DS -->|缓存未命中| YearlyEM[akshare<br/>by_yearly_em]
    YearlyEM -->|HTTP| EM[东方财富<br/>财报数据接口]
    DS -->|字段过滤| Filter[剔除元数据列<br/>剔除同比列<br/>剔除空/零字段]
    Server -->|结构化 JSON| LLM

Wichtiges Design:

  • Feldnamen behalten die ursprünglichen englischen Bezeichnungen von East Money bei (TOTAL_ASSETS / LOAN_ADVANCE / NETPROFIT). Das LLM kann sie direkt verstehen, und Felder für verschiedene Branchen wie Banken / Industrie / Versicherungen befinden sich im selben Wörterbuch, ohne dass eine Branchenentscheidung erforderlich ist.

  • Prozess-Speicher-Cache macht den "Jahresvergleich desselben Unternehmens" nahezu kostenlos – beim Kaltstart werden die Daten vollständig geladen, nachfolgende Jahreswechsel dauern < 1ms.

  • Protokollierung erfolgt über stderr, um den MCP-stdio-Protokollkanal nicht zu verunreinigen.

Roadmap

Version

Tool

Status

v0

get_three_statements

v1

cross_check_balance(3 branchenübliche Abgleiche)

v1

compare_peers(Horizontaler Branchenvergleich + ROE-Ableitung)

v1.5(aktuell)

cross_check_balance + Betriebsergebnis-Zerlegung (branchenbewusst: Banken / Industrie)

v1.5(aktuell)

compare_peers Upgrade auf ROE_avg (durchschnittliches Eigenkapital)

v2

Trend-Tool für mehrere Jahre track_company_history(ein Unternehmen über Jahre + CAGR)

Ausstehend

v2

Quartalsdaten + abgeleitete Kennzahlen (YoY/QoQ)

Ausstehend

v2

Veröffentlichung im offiziellen MCP-Registry

Ausstehend

Lokale Entwicklung

# 增量验证(每次改完跑一遍)
python -c "from ashare_mcp.utils import normalize_stock_code; \
  assert normalize_stock_code('000001') == 'SZ000001'"

python -c "from ashare_mcp.server import mcp; \
  import asyncio; print([t.name for t in asyncio.run(mcp.list_tools())])"

Datenhinweis

  • Datenquelle: East Money, über akshare.

  • Datenverzögerung, Definitionen und Genauigkeit liegen in der Verantwortung von East Money und stellen keine Anlageberatung dar.

  • Nur für Bildungs- und Forschungszwecke.

Lizenz

MIT — siehe LICENSE.

Available Tools

3 tools
compare_peersA

同业 N 家公司同年年报横向对比,自动算排名 / 最大最小 / 均值 / 标准差,加派生指标 ROE。

参数: stock_codes: 公司代码列表,如 ['000001', '600036', '601398']。建议 2-10 家。 支持各种格式:'000001' / 'SZ000001' / 'sz.000001' / '000001.SZ'。 year: 年份。 metrics: 可选,自定义对比字段。默认包括: TOTAL_ASSETS / TOTAL_OPERATE_INCOME / PARENT_NETPROFIT / NETCASH_OPERATE / TOTAL_EQUITY。 派生指标 ROE = PARENT_NETPROFIT / TOTAL_EQUITY 总是会算上。 银行业 TOTAL_OPERATE_INCOME 缺失时自动 fallback 到 OPERATE_INCOME(在 fallbacks 字段里标注)。

返回: { "year": 2024, "report_date": "2024-12-31", "metrics": ["TOTAL_ASSETS", ..., "ROE"], "companies": [ { "stock_code": "SZ000001", "company_name": "平安银行", "values": {metric: number}, "ranks": {metric: rank}, # 1 = 最大 "fallbacks": {original_key: actual_key} | null } ], "summary": { metric: {"max", "min", "avg", "std", "count"} }, "errors": [ {"stock_code": "...", "error": "..."} # 单家失败不挂整体 ] }

并发实现: ThreadPoolExecutor(max_workers=8),N 家公司并行拉。 缓存联动: 已经查过的公司走 lru cache,< 1ms 复用。

ParametersJSON Schema
NameRequiredDescriptionDefault
stock_codesYes
yearYes
metricsNo

TDQS

A4.8/5.0
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

With no annotations, the description fully discloses concurrency (ThreadPoolExecutor with 8 workers), caching (lru cache), single-failure tolerance, and fallback logic for bank metrics. Return structure is detailed with example JSON.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Well-structured with clear sections for parameters, return fields, and implementation details. Every sentence adds value without redundancy. Length is appropriate for a complex tool.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

No output schema, yet description provides complete return structure with example JSON, concurrency, caching, and error handling. Covers all behavioral aspects needed for correct invocation.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters5/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Input schema has 0% coverage, but description fully explains stock_codes formats, year, metrics default and optional, and derived ROE. Provides examples and constraints, compensating completely for schema gaps.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states it compares annual reports of N peer companies horizontally, computes ranks, min/max, mean, std, and derived ROE. It distinguishes from siblings like cross_check_balance and get_three_statements by specifying peer comparison logic.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Explicitly recommends 2-10 companies, describes default metrics, and explains derived ROE always included. It doesn't explicitly state when not to use or alternatives, but provides clear context for appropriate use.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

cross_check_balanceA

跑财务勾稽校验,检测三大表数据是否互相自洽。返回每条校验的 passed/failed/skipped 状态与误差。

参数: stock_code: A 股代码,支持多种格式(同 get_three_statements)。 year: 年份,如 2024。仅支持年报。

返回: { "stock_code": "SZ000001", "company_name": "平安银行", "report_date": "2024-12-31", "checks": [ { "name": "balance_sheet_equation", "label": "资产负债平衡", "formula": "TOTAL_ASSETS = TOTAL_LIABILITIES + TOTAL_EQUITY", "lhs_value": 5769270000000.0, "rhs_value": 5769270000000.0, "diff": 0.0, "tolerance": 10000.0, "status": "passed" }, ... ], "summary": {"total": 3, "passed": 3, "failed": 0, "skipped": 0} }

当前 v1 包含 3 条行业通用勾稽:

  1. 资产负债平衡: TOTAL_ASSETS = TOTAL_LIABILITIES + TOTAL_EQUITY

  2. 现金流恒等式: 三大现金流 + 汇率影响 = 现金净增加额

  3. 期末/期初现金对账: END_CCE - BEGIN_CCE = CCE_ADD

容忍度 1 万元(财报舍入)。字段缺失时该条 status='skipped',不影响其它校验。

ParametersJSON Schema
NameRequiredDescriptionDefault
stock_codeYes
yearYes

TDQS

A4.8/5.0
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

No annotations given, but description fully covers behavior: checks three specific equations with tolerance, returns passed/failed/skipped status, handles missing fields gracefully, and notes annual-only support.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Well-structured with intro, parameter details, return format example, and list of checks. Every sentence is informative and no redundancy.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Despite no output schema, description provides full return example and explains all statuses and tolerance. Parameter semantics are fully covered, and sibling references add context.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters5/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Adds significant meaning beyond schema: explains stock_code format and links to sibling tool, clarifies year only supports annual reports, and includes example values.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

Clearly states the tool performs financial cross-check validation among three statements, distinguishing it from siblings like get_three_statements and compare_peers.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Provides parameter specifics (stock_code supports multiple formats, year only annual reports) and lists the three checks. Does not explicitly exclude use cases, but context suffices.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

get_three_statementsA

拉取 A 股某只股票某年的年报三大财务报表(资产负债表 / 利润表 / 现金流量表)。

参数: stock_code: A 股代码,支持多种格式 —— '000001' / 'SZ000001' / 'sz.000001' / '000001.SZ'。 year: 年份(整数),如 2024。仅支持年报(报告期 12-31)。

返回: { "stock_code": "SZ000001", "company_name": "平安银行", "report_date": "2024-12-31", "currency": "CNY", "unit": "yuan (元)", "balance_sheet": {...}, # 字段如 TOTAL_ASSETS / LOAN_ADVANCE / ACCEPT_DEPOSIT "income_statement": {...}, # 字段如 OPERATE_INCOME / NETPROFIT / PARENT_NETPROFIT "cash_flow_statement": {...}, # 字段如 NETCASH_OPERATE / NETCASH_INVEST / NETCASH_FINANCE }

数据源: 东方财富(via akshare)。字段名为东方财富原始英文(SCREAMING_SNAKE_CASE)。 单位: 人民币元。 缓存: 进程内存缓存,同一只股票多次查询(不同年份)只走一次网络。

ParametersJSON Schema
NameRequiredDescriptionDefault
stock_codeYes
yearYes

TDQS

A4.2/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

No annotations are provided, so the description bears full weight. It discloses caching behavior, data source, currency, unit, and field naming conventions, but does not mention authentication or rate limits.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is well-structured with a brief intro, bullet points for parameters, and a clear return format, though it could be slightly more concise.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the tool's simplicity and lack of output schema, the description covers all relevant aspects: purpose, parameters, return structure, data source, caching, and units, making it fully informative.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

With 0% schema description coverage, the description adds crucial detail: multiple accepted formats for stock_code and the requirement that year be an integer for annual reports only.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the verb (拉取/fetch), resource (年报三大财务报表), and scope (A股某只股票某年), distinguishing it from sibling tools like compare_peers and cross_check_balance.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description specifies that only annual reports are supported and provides parameter formats, but does not explicitly compare to sibling tools or state when not to use this tool.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Tool Schema Changelog

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

  1. 3 tool updatesv0.1.0
    • First observedcompare_peers
    • First observedcross_check_balance
    • First observedget_three_statements

TDQS

A4.4/5.0

Scored across 3 tools

Disambiguation5/5

Each tool has a clear, distinct purpose: retrieving financial statements, cross-checking consistency, and comparing peers. There is no overlap or ambiguity.

Naming Consistency5/5

All tool names follow a consistent snake_case verb_noun pattern (compare_peers, cross_check_balance, get_three_statements), making them predictable and clear.

Tool Count4/5

Three tools is minimal but sufficient for the focused domain of A-share annual financial analysis. The count feels well-scoped without being overly thin.

Completeness4/5

The tools cover core workflows: data retrieval, internal consistency checks, and peer comparison. Minor gaps like quarterly data or individual ratio lookups exist, but the surface is largely complete for annual report analysis.

Maintenance

ActivityInactive
ResponsivenessNo issues

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