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85popularity score
Finance Toolkit MCP Server
Calculates financial ratios, valuation models, risk metrics and macro series from raw statements
By Jeroen Bouma (individual) Python Remote (hosted) · Streamable HTTPLocal · stdio Finance and paymentsData and analytics
86 popularity score ★ 5.5k ↓ 34k/mo
Connect your client
Remote (hosted)
Add in one click
Opens the app, which asks before it adds the server.
Or add it by command or config
Claude CodeTerminal
claude mcp add --transport http finance-toolkit https://financetoolkit.jeroenbouma.com/mcpClaude (desktop and web)Settings → Connectors → Add custom connector
https://financetoolkit.jeroenbouma.com/mcpChatGPTSettings → Apps → Advanced → Developer mode, then Create app
https://financetoolkit.jeroenbouma.com/mcpCursor~/.cursor/mcp.json
{
"mcpServers": {
"finance-toolkit": {
"url": "https://financetoolkit.jeroenbouma.com/mcp"
}
}
}VS Code.vscode/mcp.json
{
"servers": {
"finance-toolkit": {
"type": "http",
"url": "https://financetoolkit.jeroenbouma.com/mcp"
}
}
}Codex~/.codex/config.toml
[mcp_servers.finance-toolkit]
url = "https://financetoolkit.jeroenbouma.com/mcp"Gemini CLITerminal
gemini mcp add --scope user --transport http finance-toolkit https://financetoolkit.jeroenbouma.com/mcpSettings 4
FINANCIAL_MODELING_PREP_API_KEY |
Required: Financial Modeling Prep API key used for company and market data. |
|---|---|
FRED_API_KEY |
Optional: Optional free FRED key, only needed for a few US-only indicators. |
FINANCETOOLKIT_ENV_FILE |
Optional: Path to a .env file holding the keys, as an alternative to setting them inline. |
MCP_TRANSPORT |
Optional: Set to streamable-http to run the local server over HTTP instead of stdio. |
What it does
The Finance Toolkit MCP Server connects an assistant to the open-source Finance Toolkit Python library. Instead of leaving the arithmetic to the model, it computes 500+ documented methods (ratios, valuation models, risk and performance metrics, technical indicators, options pricing, fixed income and econometrics) from financial statements and market data, so the same question returns the same number in any client.
The methods are grouped into 22 categorical tools, such as valuation, profitability, risk and macroeconomics, each taking an indicator parameter that selects the exact metric, plus three search tools that help the assistant find the right tool and indicator. Equity tools take tickers; macro tools take countries. Results come back as compact JSON.
Company data comes from Financial Modeling Prep; macroeconomic data comes from the OECD and, optionally, FRED. A Financial Modeling Prep API key is required; the free plan is limited to 250 requests a day, 5 years of data and US-listed companies, while paid plans add full history and all exchanges.
It can be used through a free hosted endpoint that asks for the API key on an OAuth page on first use, or run locally with uvx, where a setup wizard writes the client configuration. It is MIT-licensed.
What it needs
| To run it yourself | Python |
|---|
Tools 25
discovery- Stock and ETF screener, gainers/losers, most active
market_data- Historical prices, financial statements, company profile, real-time quote
environment- ESG scores, carbon footprint, renewable energy usage
performance- Sharpe ratio, Sortino ratio, Alpha, Beta, CAPM, Fama-French, Carhart, market timing
risk- Value at Risk, CVaR, GARCH/GJR-GARCH, max drawdown, copulas, realized volatility
options- Black-Scholes pricing, binomial tree, Greeks, implied volatility, exotic options
econometrics- Regression, panel data, causal inference, unit root/cointegration, Granger causality, ARIMA/VAR/VECM forecasting, event studies
efficiency- Asset/inventory turnover, days of sales outstanding, cash conversion cycle
liquidity- Current ratio, quick ratio, cash ratio, working capital
profitability- Gross/net/operating margin, ROE, ROA, ROIC, ROCE
solvency- Debt-to-equity, interest coverage, net debt to EBITDA
valuation- P/E, EPS, EV/EBITDA, P/B, P/S, dividend yield, free cash flow yield
models- WACC, DuPont analysis, Altman Z-Score, Piotroski F-Score, intrinsic value, FCFF/FCFE, Tobin's Q, bankruptcy scores
momentum- RSI, MACD, Stochastic oscillator, Williams %R, Aroon
overlap- SMA, EMA, Bollinger Bands, Keltner Channels
volatility- Average True Range, True Range, volatility series
breadth- McClellan oscillator, OBV, Advance/Decline line, Chaikin
macroeconomics- GDP, CPI, inflation, trade balances, investment, consumption
government- Government debt, deficit, expenditure, revenue, tax rates
jobs- Unemployment, population, poverty, income inequality
rates- Central bank rates, government bond yields, EURIBOR, US Treasury par yield curve, TIPS real yields
fixed_income- Bond duration, present value, YTM, derivative pricing, par/forward rates, Z-spread, key rate duration
search_metric_categories- Lists all categories and the number of tools each contains
search_by_category- Lists every metric available within a given category
search_metrics- Finds the right tool and indicator for a question