Finance Toolkit MCP Server: Setup for Claude, Cursor and Other Apps

• Efficiency ratios for a company

  Returns ratios such as asset turnover, inventory turnover, days sales outstanding and cash conversion cycle for the tickers you name.

  Try: “Show Apple's cash conversion cycle for the last 5 years.”

  Network · efficiency

• Liquidity ratios

  Returns the current ratio, quick ratio, cash ratio and working capital for the tickers you name.

  Try: “Compare the current ratio of MSFT and GOOGL.”

  Network · liquidity

• Profitability ratios

  Returns gross, operating and net margin, ROE, ROA, ROIC and ROCE.

  Try: “What is Nvidia's return on equity by year?”

  Network · profitability

• Debt and solvency ratios

  Returns debt-to-equity, interest coverage, debt-to-assets and net debt to EBITDA.

  Try: “How leveraged is Tesla compared with Ford?”

  Network · solvency

• Valuation ratios

  Returns P/E, EPS, EV/EBITDA, P/B, P/S, PEG, dividend yield, free cash flow yield and market cap, including forward P/E.

  Try: “Give me the P/E and EV/EBITDA for AAPL.”

  Network · valuation

• Market breadth indicators

  Returns indicators such as the McClellan Oscillator, advance/decline line and TRIN, calculated on prices it fetches for you.

  Try: “Show the advance/decline line for these 10 tickers.”

  Network · breadth

• Momentum indicators

  Returns RSI, MACD, Stochastic, Aroon, ADX, Ichimoku and similar indicators on price data it fetches for you.

  Try: “What is Amazon's RSI today?”

  Network · momentum

• Moving averages and price overlays

  Returns moving averages, VWAP, Parabolic SAR, pivot points and Fibonacci levels drawn over the price.

  Try: “Give me the 50 and 200 day moving averages for SPY.”

  Network · overlap

• Volatility indicators

  Returns Bollinger Bands, Keltner and Donchian channels, Average True Range and Supertrend.

  Try: “Show Bollinger Bands for AAPL over the last year.”

  Network · volatility

• Valuation and scoring models

  Returns models such as WACC, DuPont analysis, DCF intrinsic value, Altman Z-Score, Piotroski F-Score and Beneish M-Score.

  Try: “Run an Altman Z-Score and Piotroski F-Score on Intel.”

  Network · models

• Risk-adjusted performance metrics

  Returns Sharpe, Sortino, Alpha, Beta, Treynor and Information Ratio for the tickers you name.

  Try: “What is the Sharpe ratio of AAPL against SPY?”

  Network · performance

• Risk metrics

  Returns value at risk, CVaR, GARCH volatility, max drawdown and drawdown recovery time.

  Try: “What was Tesla's worst drawdown in the last 3 years?”

  Network · risk

• Statistical tests on price series

  Runs tests such as unit root, cointegration, Granger causality and VAR forecasts on price or return series.

  Try: “Test whether KO and PEP are cointegrated.”

  Network · econometrics

• ETF and fund analysis

  Returns analysis of ETFs and other funds, such as their holdings.

  Try: “What are the top holdings of QQQ?”

  Network · etf

• Portfolio construction and analysis

  Works out optimal weights for two or more tickers, such as minimum variance, maximum Sharpe and risk parity.

  Try: “Find the minimum variance mix of AAPL, MSFT and JNJ.”

  Network · portfolio

• Option pricing and Greeks

  Prices options with Black-Scholes or a binomial tree and returns delta, gamma, theta, vega, rho and implied volatility.

  Try: “Price a 3 month call on AAPL at strike 200 and show the Greeks.”

  Network · options

• Government fiscal data by country

  Returns debt, deficit, spending, revenue and tax revenue for the countries you name.

  Try: “Compare US and German government debt over time.”

  Network · government

• Macroeconomic indicators by country

  Returns GDP, CPI, inflation, trade balance, confidence, house prices and exchange rates by country.

  Try: “Show US inflation and GDP growth since 2015.”

  Network · macroeconomics

• ESG and environmental data

  Returns ESG scores by ticker, and carbon footprint and renewable energy data by country.

  Try: “What are Microsoft's ESG scores?”

  Network · environment

• Labour and social data by country

  Returns unemployment, labour productivity, population, poverty rate and income inequality for countries.

  Try: “Compare unemployment in Spain and Germany.”

  Network · jobs

• Interest rates and yields

  Returns central bank rates, government bond yields, the US Treasury yield curve and curve slope.

  Try: “Show the US Treasury yield curve slope this year.”

  Network · rates

• Bond and derivative valuation

  Calculates bond duration, present value, yield to maturity, forward rates and similar figures.

  Try: “Calculate the duration of a 10 year 4% bond.”

  Network · fixed_income

• Find and screen the market

  Lists stocks, ETFs, currencies and crypto, runs a stock screener, and returns top gainers, losers, most active stocks, sector performance and the earnings and IPO calendars.

  Try: “Who were the biggest gainers on the market today?”

  Network · discovery

• Raw prices and financial statements

  Returns historical prices, income statements, balance sheets, cash flow statements, company profiles, quotes and analyst estimates.

  Try: “Show Apple's income statement for the last 4 years.”

  Network · market_data

• List the metric categories

  Lists the metric categories with how many tools each has and what they cover.

  Try: “What kinds of financial metrics can you calculate?”

  Read · search_metric_categories

• List the metrics in a category

  Lists every metric inside one category by name.

  Try: “What metrics are in the risk category?”

  Read · search_by_category

• Search all methods by keyword

  Does a fuzzy keyword search across the 500+ methods behind the tools.

  Try: “Find a metric for 'debt coverage'.”

  Read · search_metrics

Watch out for

• The hosted route stores your data key

  On the hosted server you hand your Financial Modeling Prep key to the author's service. Run it locally if you do not want that. github.com

• It uses your plan's request quota

  Broad questions can trigger many data calls against your Financial Modeling Prep plan. Watch your usage on the free plan. github.com

• It saves fetched data in a local cache

  The toolkit keeps downloaded data in a local SQLite database in your user config folder. Set FINANCE_TOOLKIT_CACHE_ENABLED to 0 to switch that off. github.com

Security advisories