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MCP Server

FinanceToolkit

by JerBouma5.3kPythonUpdated 2026-08-27

Transparent and Efficient Financial Analysis

Claude DesktopClaude.aiClaude CodeVS CodeCursorWindsurf

The FinanceToolkit MCP server provides AI assistants with access to over 500 transparent financial analysis methods covering ratios, performance metrics, risk analysis, technical indicators, options pricing, and economic data. It connects to Claude Desktop, Cursor, Windsurf, and other MCP-compatible clients, enabling users to query financial data and calculations through natural language without writing code. The server can run remotely via OAuth-authenticated HTTPS or locally through uvx, drawing data from Financial Modeling Prep and Yahoo Finance to deliver consistent, formula-transparent results for equities, options, cryptocurrencies, ETFs, bonds, and economic indicators across 60+ countries.

Key Features

500+ financial methods including ratios (profitability, liquidity, solvency, valuation), performance metrics (Sharpe, Sortino, Beta, Alpha), and risk measures (VaR, CVaR, drawdowns)
40+ technical indicators (RSI, MACD, Ichimoku Cloud, Bollinger Bands) and options pricing with Greeks (Delta, Gamma, Theta, Vega, Vanna, Charm)
Financial statement retrieval (balance sheet, income, cash flow) with 30+ years of history, quarterly and annual periods, TTM calculations
Economic indicators for 60+ countries (GDP, CPI, unemployment, interest rates) and fixed income data (ICE BofA indices, government bonds, central bank rates)
Portfolio analysis from custom XLSX/CSV uploads with position tracking, performance attribution, and benchmark comparison
Hosted OAuth server (financetoolkit.jeroenbouma.com/mcp) or local uvx installation with automatic client configuration
Transparent open-source formulas with rolling windows, trailing sums, growth calculations, and Z-score standardization across all modules
Caching system via SQLite to avoid redundant API calls, shared between CLI and MCP server usage

Use Cases

  • 01Analyzing company fundamentals by comparing profitability ratios, DuPont analysis, and Altman Z-scores across competitors through conversational queries
  • 02Building investment screens by filtering stocks on valuation multiples, dividend yield, beta, and financial health metrics via natural language
  • 03Calculating options strategies with real-time Greeks for different strike prices and expirations to evaluate risk and reward
  • 04Monitoring portfolio performance against benchmarks with Sharpe ratios, drawdowns, and factor exposure analysis from uploaded holdings
  • 05Researching economic trends by querying unemployment rates, inflation data, and central bank policy rates across multiple countries
  • 06Generating technical trading signals by computing momentum indicators, moving averages, and volatility bands for any ticker

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FinanceToolkit — FAQ

What is the FinanceToolkit MCP server?+

An MCP server that exposes 500+ financial calculation methods to AI assistants like Claude Desktop, enabling natural-language queries for financial analysis, ratios, options pricing, risk metrics, and economic data without writing code.

How do I install the FinanceToolkit MCP server?+

For remote hosted access, add https://financetoolkit.jeroenbouma.com/mcp as a custom connector in your MCP client and authenticate with your FMP API key via OAuth. For local installation, run 'uvx --from "financetoolkit[mcp]" financetoolkit-mcp-setup' which automatically configures your client and prompts for the API key.

Which AI clients work with this MCP server?+

Claude Desktop, Claude.ai, Claude Code, VS Code, Cursor, and Windsurf are all supported. The server works with any MCP-compatible client via either the hosted HTTPS endpoint or local uvx installation.

Do I need an API key to use the FinanceToolkit MCP server?+

Yes, a Financial Modeling Prep API key is required. The free plan allows 250 requests/day and 5 years of data for US exchanges. If FMP data is unavailable, the toolkit automatically falls back to Yahoo Finance, or you can enforce a specific source.

Is the FinanceToolkit MCP server free?+

The MCP server software is open-source and free. Data access depends on your Financial Modeling Prep plan: the free tier has daily limits, while paid plans ($14-29/month with 15% discount via affiliate link) offer more requests and historical depth.

Can I use my own portfolio data with this server?+

Yes, the portfolio module accepts custom XLSX, XLS, or CSV files in a specific template format to track positions, calculate returns, measure volatility, and compare against benchmarks, then feeds those results into all other toolkit modules.

How do I install FinanceToolkit?+

Open the source repository on GitHub and follow its README. FinanceToolkit is a mcp server — MCP Agents Market links you directly to the official repo.

Is FinanceToolkit free?+

FinanceToolkit is an open-source project hosted on GitHub. Check the repository for its license and any usage requirements.

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