Finance Tools▌
by voxlink-org
Get real-time market data, technical indicators like relative strength index, and yahoo stocks finance insights for smar
Integrates with financial data sources like yfinance, CNN Fear & Greed Index, FRED, and ta-lib to provide real-time market data, technical indicators, and economic insights for investment research and portfolio analysis.
Both formats append explainx.ai attribution and the canonical URL for this MCP server listing.
best for
- / Investment research and portfolio analysis
- / Financial modeling and valuation work
- / Market sentiment analysis and timing decisions
- / Options trading strategy development
capabilities
- / Get ticker data with news, metrics, and analyst recommendations
- / Retrieve historical price data and financial statements
- / Analyze options data with Greeks and technical indicators
- / Track insider trading and institutional holder changes
- / Monitor market sentiment via CNN Fear & Greed Index
- / Access earnings history with estimates and surprises
what it does
Provides comprehensive financial analysis by retrieving real-time market data, financial statements, earnings history, options analysis, and market sentiment indicators from sources like Yahoo Finance and FRED.
about
Finance Tools is a community-built MCP server published by voxlink-org that provides AI assistants with tools and capabilities via the Model Context Protocol. Get real-time market data, technical indicators like relative strength index, and yahoo stocks finance insights for smar It is categorized under finance, analytics data. This server exposes 17 tools that AI clients can invoke during conversations and coding sessions.
how to install
You can install Finance Tools in your AI client of choice. Use the install panel on this page to get one-click setup for Cursor, Claude Desktop, VS Code, and other MCP-compatible clients. This server runs locally on your machine via the stdio transport. This server supports remote connections over HTTP, so no local installation is required.
license
MIT
Finance Tools is released under the MIT license. This is a permissive open-source license, meaning you can freely use, modify, and distribute the software.
readme
finance-tools-mcp: A Financial Analysis MCP Server
Overview
The finance-tools-mcp is a Model Context Protocol (MCP) server designed to provide comprehensive financial insights and analysis capabilities to Large Language Models (LLMs). Modified from investor-agent, it integrates with various data sources and analytical libraries to offer a suite of tools for detailed financial research and analysis.
<a href="https://glama.ai/mcp/servers/@VoxLink-org/finance-tools-mcp"> <img width="380" height="200" src="https://glama.ai/mcp/servers/@VoxLink-org/finance-tools-mcp/badge" alt="Finance Tools MCP server" /> </a>Prerequisites
- Python: 3.10 or higher is required.
- Package Manager: uv is the recommended package installer and resolver for this project.
Installation
First, install uv if you haven't already:
curl -LsSf https://astral.sh/uv/install.sh | sh
Ensure uv is in your system's PATH. You might need to restart your terminal or add ~/.cargo/bin to your PATH.
Then, you can run the finance-tools-mcp MCP server using uvx (which executes a package without explicitly installing it into your environment):
uvx finance-tools-mcp
To run the server with a FRED API key (for enhanced macroeconomic data access), set it as an environment variable:
FRED_API_KEY=YOUR_API_KEY uvx finance-tools-mcp
You can also run the server using Server-Sent Events (SSE) transport, which might be preferred by some MCP clients:
uvx finance-tools-mcp --transport sse
Or with both the FRED API key and SSE transport:
FRED_API_KEY=YOUR_API_KEY uvx finance-tools-mcp --transport sse
Usage with MCP Clients
To integrate finance-tools-mcp with an MCP client (for example, Claude Desktop), add the following configuration to your claude_desktop_config.json:
{
"mcpServers": {
"investor": {
"command": "path/to/uvx/command/uvx",
"args": ["finance-tools-mcp"],
}
}
}
Debugging
You can leverage the MCP inspector to debug the server:
npx @modelcontextprotocol/inspector uvx finance-tools-mcp
or
npx @modelcontextprotocol/inspector uv --directory ./ run finance-tools-mcp
For log monitoring, check the following directories:
- macOS:
~/Library/Logs/Claude/mcp*.log - Windows:
%APPDATA%\Claude\logs\mcp*.log
Development
For local development and testing:
- Use the MCP inspector as described in the Debugging section.
- Test using Claude Desktop with this configuration:
{
"mcpServers": {
"investor": {
"command": "path/to/uv/command/uv",
"args": ["--directory", "path/to/finance-tools-mcp", "run", "finance-tools-mcp"],
}
}
}
FAQ
- What is the Finance Tools MCP server?
- Finance Tools is a Model Context Protocol (MCP) server profile on explainx.ai. MCP lets AI hosts (e.g. Claude Desktop, Cursor) call tools and resources through a standard interface; this page summarizes categories, install hints, and community ratings.
- How do MCP servers relate to agent skills?
- Skills are reusable instruction packages (often SKILL.md); MCP servers expose live capabilities. Teams frequently combine both—skills for workflows, MCP for APIs and data. See explainx.ai/skills and explainx.ai/mcp-servers for parallel directories.
- How are reviews shown for Finance Tools?
- This profile displays 55 aggregated ratings (sample rows for discoverability plus signed-in user reviews). Average score is about 4.6 out of 5—verify behavior in your own environment before production use.
Use Cases▌
Extended AI Capabilities
Add new capabilities to Claude beyond text generation
Example
Access external data sources, execute code, interact with tools and services
Transform Claude from chatbot to action-taking agent
Context Enhancement
Provide Claude with access to relevant context and data
Example
Load project documentation, access knowledge bases, query databases
Get more accurate, context-aware responses
Workflow Automation
Automate multi-step workflows combining AI and external tools
Example
Research → Summarize → Create document → Send notification
Complete complex tasks end-to-end without manual steps
Implementation Guide▌
Prerequisites
- ›Claude Desktop 0.7.0+ or Cursor IDE with MCP support
- ›Basic understanding of MCP architecture and capabilities
- ›Access credentials for integrated services (if required)
- ›Willingness to experiment and iterate on configuration
Time Estimate
15-60 minutes depending on server complexity
Installation Steps
- 1.Install MCP server: npm install -g [package-name] or via GitHub
- 2.Add server configuration to ~/.claude/mcp.json
- 3.Provide required credentials and configuration
- 4.Restart Claude Desktop to load new server
- 5.Test basic functionality with simple prompts
- 6.Explore capabilities and experiment with use cases
- 7.Document successful patterns for reuse
Troubleshooting
- ⚠MCP server not loading: Check config syntax, verify installation
- ⚠Connection errors: Check network, firewall, credentials
- ⚠Feature not working: Read server docs, check required parameters
- ⚠Performance issues: Monitor resource usage, check for network latency
- ⚠Conflicts with other servers: Check port assignments, namespace collisions
Best Practices▌
✓ Do
- +Read server documentation thoroughly before setup
- +Start with simple use cases to validate functionality
- +Test in non-production environment first
- +Monitor resource usage and performance
- +Keep servers updated for bug fixes and new features
- +Document configuration for team members
- +Use environment variables for sensitive configuration
✗ Don't
- −Don't grant overly permissive access to MCP servers
- −Don't skip reading security considerations in docs
- −Don't expose sensitive data without proper controls
- −Don't run untrusted MCP servers without code review
- −Don't ignore error messages—investigate root cause
💡 Pro Tips
- ★Combine multiple MCP servers for powerful workflows
- ★Create custom MCP servers for your specific needs
- ★Share successful configurations with team
- ★Use MCP inspector for debugging
- ★Join MCP community for tips and troubleshooting
Technical Details▌
Architecture
Model Context Protocol standardizes how AI hosts (Claude, Cursor) communicate with external tools and data sources through server implementations.
Protocols
- Model Context Protocol (MCP)
- JSON-RPC 2.0
- stdio or HTTP transport
Compatibility
- Claude Desktop
- Cursor IDE
- Custom MCP clients
When to Use This▌
✓ Use When
Use when you need Claude to access external data, execute actions, or integrate with tools. Best for extending AI capabilities beyond conversation.
✗ Avoid When
Avoid when native integrations exist (use official APIs directly), for real-time critical systems, or when security/compliance requires zero external dependencies.
Integration▌
- →Tool composition: Chain multiple MCP tools in workflows
- →Context augmentation: Provide AI with relevant external data
- →Action delegation: Let AI execute tasks on external systems
- →Bidirectional sync: Keep AI context and external systems in sync
Discussion
Product Hunt–style comments (not star reviews)- No comments yet — start the thread.
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Ratings
4.6★★★★★55 reviews- ★★★★★Arjun Jackson· Dec 24, 2024
Strong directory entry: Finance Tools surfaces stars and publisher context so we could sanity-check maintenance before adopting.
- ★★★★★Luis Sharma· Dec 24, 2024
Finance Tools has been reliable for tool-calling workflows; the MCP profile page is a good permalink for internal docs.
- ★★★★★Michael Zhang· Dec 20, 2024
Strong directory entry: Finance Tools surfaces stars and publisher context so we could sanity-check maintenance before adopting.
- ★★★★★Arjun Kim· Dec 16, 2024
We wired Finance Tools into a staging workspace; the listing’s GitHub and npm pointers saved time versus hunting across READMEs.
- ★★★★★Nikhil Rahman· Nov 15, 2024
I recommend Finance Tools for teams standardizing on MCP; the explainx.ai page compares cleanly with sibling servers.
- ★★★★★Michael Verma· Nov 15, 2024
Finance Tools reduced integration guesswork — categories and install configs on the listing matched the upstream repo.
- ★★★★★Ira Jackson· Nov 11, 2024
I recommend Finance Tools for teams standardizing on MCP; the explainx.ai page compares cleanly with sibling servers.
- ★★★★★Ava Abbas· Nov 7, 2024
Finance Tools is a well-scoped MCP server in the explainx.ai directory — install snippets and categories matched our Claude Code setup.
- ★★★★★Ishan Tandon· Oct 26, 2024
Finance Tools is among the better-indexed MCP projects we tried; the explainx.ai summary tracks the official description.
- ★★★★★Michael Mensah· Oct 6, 2024
I recommend Finance Tools for teams standardizing on MCP; the explainx.ai page compares cleanly with sibling servers.
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