financials-mcp

openpharma-org/financials-mcp

3.2

If you are the rightful owner of financials-mcp and would like to certify it and/or have it hosted online, please leave a comment on the right or send an email to dayong@mcphub.com.

The Financial Intelligence MCP Server is a comprehensive Model Context Protocol server designed to provide professional-grade access to financial and economic data, transforming AI assistants into powerful financial analysis platforms.

Unofficial Financial MCP Server

A comprehensive Model Context Protocol (MCP) server that provides professional-grade access to financial and economic data through Yahoo Finance and Federal Reserve Economic Data (FRED).

Configuration

{
  "mcpServers": {
    "financial-mcp-server": {
      "command": "node",
      "args": ["/path/to/financial-mcp-server/build/index.js"],
      "env": {
        "FRED_API_KEY": "your-fred-api-key-here"
      }
    }
  }
}

Get your free FRED API key: https://fred.stlouisfed.org/docs/api/api_key.html


Available Methods

Stock Analysis (11 methods)

MethodDescriptionParameters
stock_profileCompany details, industry, employees, business summarysymbol: ticker (e.g., "AAPL")
stock_summaryKey metrics: market cap, P/E, EPS, beta, enterprise valuesymbol: ticker
stock_estimatesAnalyst EPS/revenue estimates, price targetssymbol: ticker
stock_pricingReal-time pricing, volume, daily rangessymbol: ticker
stock_financialsCash flow, income highlights, balance sheet ratiossymbol: ticker
stock_revenue_breakdownRevenue by business segment & geographysymbol: ticker
stock_earnings_historyHistorical EPS trends & earnings analysissymbol: ticker
stock_recommendationsAnalyst rating trends & consensus changessymbol: ticker
stock_esgEnvironmental, Social, Governance scoressymbol: ticker
stock_dividendsDividend history, yield, payout ratiossymbol: ticker
stock_technicalsTechnical indicators, moving averages, volatilitysymbol: ticker

Advanced Analytics (4 methods)

MethodDescriptionParameters
stock_newsRecent news with sentiment analysissymbol: ticker or search terms, search_type: "stock" or "general"
stock_peersIndustry peer comparison on key metricssymbol: ticker
stock_screenerMulti-criteria stock discoverysymbol: JSON criteria (e.g., {"maxPE":20,"minMarketCap":1000000000})
stock_correlationPortfolio correlation analysissymbol: comma-separated tickers (e.g., "AAPL,MSFT,GOOGL")

Market & Economic (2 methods)

MethodDescriptionParameters
economic_indicatorsComprehensive macro dashboard (GDP, unemployment, inflation, rates)-
market_indicesMajor indices (S&P 500, NASDAQ, DOW, VIX) & sector performance-

FRED Economic Data (12 methods)

MethodDescriptionParameters
fred_series_searchSearch 800,000+ economic seriessymbol: search terms (e.g., "unemployment")
fred_series_dataFetch specific series observationssymbol: series ID (e.g., "UNRATE")
fred_categoriesBrowse economic data categoriessymbol: category ID
fred_releasesEconomic calendar with release schedules-
fred_vintage_dataHistorical data revision analysissymbol: series ID
fred_tagsTag-based economic concept discoverysymbol: tag name
fred_regional_dataGeographic economic analysis (state/MSA)symbol: series ID
fred_sourcesData source transparency & qualitysymbol: source ID
fred_series_updatesRecently updated indicators-
fred_series_relationshipsSeries metadata & connectionssymbol: series ID
fred_maps_dataGeographic economic data for mappingsymbol: series ID

Example Usage

Get Apple's company profile

method: stock_profile
symbol: AAPL

Search for unemployment data

method: fred_series_search
symbol: unemployment rate

Screen for value stocks

method: stock_screener
symbol: {"maxPE": 15, "minDividendYield": 2, "minMarketCap": 10000000000}

Analyze portfolio correlation

method: stock_correlation
symbol: AAPL,MSFT,GOOGL,AMZN,TSLA

Get financial news with sentiment

method: stock_news
symbol: TSLA
search_type: stock

Rate Limits

Yahoo Finance

  • Mobile User-Agent for reliable access
  • Built-in request throttling
  • Graceful bot detection handling

FRED API

  • 120 requests/minute (automatic compliance)
  • Efficient batch processing
  • Yahoo Finance fallback for treasury rates

Data Coverage

Stock Markets: NYSE, NASDAQ, major global exchanges (stocks, ETFs, indices)

Economic Data: GDP, unemployment, inflation, interest rates, regional statistics, historical revisions

Financial Metrics: Valuation (P/E, EV/EBITDA), performance (returns, volatility, beta), fundamentals (revenue, earnings, cash flow)


Disclaimer: Unofficial tool. Data is for informational purposes only and should not be used as the sole basis for investment decisions.