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ashare-mcp

ashare-mcp

A株の財務諸表をLLMが呼び出せるツールに変える。An MCP server that turns Chinese A-share financial statements into tools your LLM can call.

Claude(または任意のMCPクライアント)で「平安銀行の2024年年次報告書はどうですか?」と聞くだけで、構造化された貸借対照表 / 損益計算書 / キャッシュフロー計算書を直接取得できます。フィールドは厳選され、単位は明確で、キャッシュフレンドリーです。

データソースは東方財富(East Money)で、akshare を経由します。すべて無料で、トークンは不要です。


なぜこれを作るのか

GitHub上の「金融LLM」プロジェクトの多くは trading agentSEC 10-K RAG に集中しています。前者は同質化が激しく、後者は米国株のみを対象としています。A株 + 中国語 + MCPプロトコル層 の組み合わせはほぼ空白です。

ashare-mcp の位置付けは非常に狭いです:A株の財務諸表という一つのことに特化し、どんなLLMクライアントからでも10秒で接続できるようにする。株価予測やレポート作成、意思決定の代行は行いません。ただデータを東方財富からLLMのツール呼び出しへ運び、フィールドをクリーンに、単位を明確に、エラーを明確にするだけです。

Related MCP server: sfc-data-mcp

クイックスタート

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

スモークテストを実行する:

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

Claude Desktopへの接続

~/Library/Application Support/Claude/claude_desktop_config.json (Mac) を編集します:

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

Claude Desktopを再起動すれば、直接質問できます:

平安銀行の2024年年次報告書を確認して、総資産、総負債、純利益、営業キャッシュフローをそれぞれ教えてください。

ツール一覧

ツール

入力

出力

get_three_statements

stock_code, year

年次報告書の3大表(厳選約150フィールド)

cross_check_balance

stock_code, year

3つの勾配チェック結果 + 誤差 + 業界共通

compare_peers

stock_codes[], year, metrics?

同業N社の横断比較 + ランキング / max-min-avg-std + ROE

コードは 000001 / SZ000001 / sz.000001 / 000001.SZ といった複数のフォーマットを正規化してサポートしています。

cross_check_balance は現在4つの勾配チェックを含みます(最初の3つは業界共通、4つ目は業界認識):

  1. 貸借対照表のバランスTOTAL_ASSETS = TOTAL_LIABILITIES + TOTAL_EQUITY

  2. キャッシュフロー恒等式NETCASH_OPERATE + NETCASH_INVEST + NETCASH_FINANCE + RATE_CHANGE_EFFECT = CCE_ADD

  3. 期末/期首現金照合END_CCE − BEGIN_CCE = CCE_ADD

  4. 営業利益の分解(業界認識)

    • 銀行:OPERATE_PROFIT = OPERATE_INCOME − OPERATE_EXPENSE

    • 一般企業: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]

    • 業界自動識別: ACCEPT_DEPOSIT > 10億 があれば銀行公式、TOTAL_OPERATE_INCOME + TOTAL_OPERATE_COST があれば一般企業公式を使用。それ以外は skipped(保険などは現在未サポート)

許容範囲:最初の3つは1万元(単項の四捨五入)、4つ目は1000万元(多項加算の四捨五入累積)。フィールド欠損や業界識別不能時は skipped となり、他のチェックには影響しません。実測では3業界(銀行 / 白酒 / 電池)の4社で2024年年次報告書がすべて4/4をクリアしました。

lru cacheとの連携:先に get_three_statements を呼び出してから cross_check_balance を呼び出すと、後者は < 1ms で即座に応答します(同一銘柄のデータがメモリ上にあるため)。

compare_peers のデフォルトmetrics: TOTAL_ASSETS / TOTAL_OPERATE_INCOME / PARENT_NETPROFIT / NETCASH_OPERATE / TOTAL_EQUITY。自動的に ROE = PARENT_NETPROFIT / 平均自己資本 を派生させます(当期期末自己資本 + 前期期末自己資本の平均。前期データはlru cache経由でコストほぼゼロ。前期データ欠損時は期末自己資本にフォールバックし、roe_method フィールドに ending_equity_fallback とマークされます)。自動フォールバック: 銀行業界で TOTAL_OPERATE_INCOME が欠損している場合、OPERATE_INCOME に戻り、fallbacks フィールドに注釈が付きます。並列実装: ThreadPoolExecutor(max_workers=8) を使用し、N社を並列取得(単一企業の失敗は全体を停止させず、errors に記録)。実測では大手銀行4社の2024年年次報告書比較が約38秒で完了。招商銀行のROEは12.85%(リテール王者が長期リード)。

アーキテクチャ

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

重要な設計

  • フィールド名は東方財富のオリジナルの英語を保持 (TOTAL_ASSETS / LOAN_ADVANCE / NETPROFIT)。LLMが直接理解でき、銀行 / 一般企業 / 保険など異なる業界のフィールドが同一辞書内にあるため、業界判断のロジックが不要。

  • プロセス内メモリキャッシュにより、「同一企業の複数年比較」がほぼゼロコストに。コールドスタートで全量取得し、その後の年次切り替えは < 1ms。

  • ログはstderrに出力し、MCP stdioプロトコルチャネルを汚染しない。

ロードマップ

バージョン

ツール

ステータス

v0

get_three_statements

v1

cross_check_balance(3つの業界共通勾配チェック)

v1

compare_peers(同業横断比較 + ROE派生)

v1.5(現在)

cross_check_balance + 営業利益分解(業界認識: 銀行 / 一般企業)

v1.5(現在)

compare_peers を ROE_avg(平均自己資本) にアップグレード

v2

複数年トレンドツール track_company_history(単一企業の複数年 + CAGR)

未定

v2

四半期データ + 前年同期比/前期比派生指標

未定

v2

MCP公式レジストリへの公開

未定

ローカル開発

# 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())])"

データに関する免責事項

  • データソース: 東方財富、akshare 経由。

  • データの遅延、定義、正確性は東方財富に準拠し、投資助言を構成するものではありません

  • 教育および研究目的でのみ使用してください。

ライセンス

MIT — LICENSE を参照。

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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