financial-research-mcp

Parichay-Pothepalli/financial-research-mcp

3.2

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The Financial Research MCP Server is an advanced platform designed to provide comprehensive financial research capabilities through AI-powered data collection, professional PDF report generation, and automated email delivery.

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Financial Datasets MCP Server

A financial data provider MCP server built with Smithery CLI

Features

This MCP server provides tools for accessing financial data including:

  • Income statements
  • Balance sheets
  • Cash flow statements
  • Current stock prices
  • Historical stock prices
  • Company news
  • SEC filings
  • Cryptocurrency prices and information

Prerequisites

  • Smithery API key: Get yours at smithery.ai/account/api-keys
  • Financial Datasets API key (optional): Can be provided through:
    • Environment variable: FINANCIAL_DATASETS_API_KEY
    • Session configuration when connecting to the server

Configuration

The server accepts the following configuration parameters:

  • api_key: Your Financial Datasets API key (optional)
  • pirate_mode: Speak like a pirate (for fun, default: false)

Getting Started

  1. Set up your environment:

    # Optional: Create a .env file with your API key
echo "FINANCIAL_DATASETS_API_KEY=your_api_key_here" > .env

  2. Run the server:

    uv run dev

  3. Test interactively:

    uv run playground

Available Tools

Financial Data Retrieval

  • get_income_statements: Get income statements for a company
  • get_balance_sheets: Get balance sheets for a company
  • get_cash_flow_statements: Get cash flow statements for a company
  • get_current_stock_price: Get the current/latest price of a company
  • get_historical_stock_prices: Get historical stock prices for a company
  • get_company_news: Get news for a company
  • get_sec_filings: Get SEC filings for a company

Cryptocurrency Data

  • get_available_crypto_tickers: Get all available crypto tickers
  • get_historical_crypto_prices: Get historical prices for a cryptocurrency
  • get_current_crypto_price: Get the current/latest price of a cryptocurrency

Financial Analysis

  • analyze_financial_ratios: Comprehensive financial ratio analysis including:
    • Profitability ratios: ROE, ROA, profit margin, operating margin
    • Valuation ratios: P/E, P/B, P/S ratios
    • Liquidity ratios: Current ratio, quick ratio
    • Solvency ratios: Debt-to-equity, interest coverage
    • Analysis: Contextual interpretation of each ratio
    • Summary: Overall financial health assessment

Development

Your server code is in src/hello_server/server.py. Add or update your server capabilities there.

Deploy

Ready to deploy? Push your code to GitHub and deploy to Smithery:

  1. Create a new repository at github.com/new

  2. Initialize git and push to GitHub:

    git add .
git commit -m "Financial Datasets MCP Server"
git remote add origin https://github.com/YOUR_USERNAME/YOUR_REPO.git
git push -u origin main

  3. Deploy your server to Smithery at smithery.ai/new