Finance MCP

An MCP server of finance tools: a yfinance market-data wrapper, computed analytics, and deterministic financial calculators.

Tools

Market data (yfinance)

• get_quote — current price snapshot for one or more tickers: price, change, day/52-week ranges, market cap (batched; cached briefly).
• get_price_history — OHLCV bars plus a computed summary for a ticker, by period and interval (long windows are truncated; the summary covers the full window).
• get_financials — income statement, balance sheet, or cash flow (annual or quarterly) as line items by period; values in the company's reporting currency, with an optional line-item filter.
• get_company_profile — sector, industry, market cap, P/E, beta, business summary, plus recent dividends and stock splits.
• get_analyst_data — sell-side analyst consensus: price targets, consensus recommendation, and the recent rating trend (analyst counts over the last four months).
• search_symbols — resolve a company or instrument name to ticker symbol(s), best match first, across all instrument types (equity, ETF, crypto, …).
• get_news — recent news headlines for a ticker, newest first: title, publisher, link, publish time, and a short summary (no news returns an empty list, not an error).

Analytics

• get_key_metrics — valuation/profitability/leverage ratios (P/E, EV/EBITDA, margins, ROE, debt/equity, FCF, EPS, …) as reported by Yahoo; units noted per field.
• analyze_performance — total & annualized return, annualized volatility, max drawdown, and 50/200-day SMAs computed from the daily price series.

Time value & loans

• time_value_of_money — solve any one of present/future value, payment, rate, or periods (compound interest, annuities, CAGR); supports begin-of-period (annuity-due).
• loan_schedule — monthly payment, total interest, and optional amortization schedule for a fixed-rate loan/mortgage (nominal APR compounded monthly).

Cashflow valuation

• npv — net present value of equally-spaced cashflows (cashflow[0] at t=0).
• irr — internal rate of return; returns all real roots and flags non-uniqueness.
• mirr — modified IRR; single-valued given finance and reinvestment rates.
• xnpv / xirr — NPV/IRR of cashflows on actual calendar dates (Actual/365).

Rates & fixed income

• convert_rate — nominal ↔ effective annual rate (discrete or continuous compounding).
• bond_price — price plus Macaulay/modified duration and convexity at a given yield (priced on a coupon date).
• bond_ytm — yield to maturity from a bond's market price.

The calculators are pure and deterministic; the market-data and analytics tools fetch live data (briefly cached) and surface source errors clearly. All tools return typed, structured results and report invalid inputs as clear errors.

Prompts

MCP prompts — reusable analysis templates the client exposes for you to invoke (Claude Code shows them as slash commands; other clients surface them their own way).

• analyze_stock (arguments: ticker, optional horizon, default 12mo) — single-stock deep-dive: fundamentals, growth-adjusted peer valuation, performance, analyst view, and news catalysts → bull/bear cases and a fair-value range with a horizon-framed verdict, citing the data behind each claim.

Install

uvx mcp-finance        # run without installing (recommended)
# or
pip install mcp-finance

Usage

Run the stdio server directly:

mcp-finance

Or add it to an MCP client (e.g. Claude Desktop, Claude Code):

{ "mcpServers": { "finance": { "command": "uvx", "args": ["mcp-finance"] } } }

Development

git clone https://github.com/j0shcap/finance-mcp
cd finance-mcp
uv sync
make check   # ruff, mypy --strict, bandit, pytest (enforces the coverage gate)