# Finance Toolkit [Health: Active]

**Category:** 💰 Finance & Fintech  
**Repository:** https://github.com/JerBouma/FinanceToolkit  
**GitHub Stars:** 5512  
**Views:** 7  
**Installs:** 0  
**Upvotes:** 0  
**Directory Page:** https://allmcps.com/mcp/finance-toolkit

## Description
200+ transparent financial metrics calculated from raw statements, not third-party endpoints.

## Claude Desktop Quick Installation
Install path detected from listing signals. Uses `uvx` (confidence: high):

```json
"mcpServers": {
  "finance-toolkit": {
    "command": "uvx",
    "args": ["financetoolkit"]
  }
}
```

## Documentation

## What Finance Toolkit does

Finance Toolkit brings a broad set of financial calculations into MCP-compatible clients. Its methods are based on financial statements and market data, with calculation logic written down so users can inspect how a metric is produced. The project covers more than 500 methods, including valuation ratios, performance measurements, and risk calculations such as the Sharpe Ratio and Value at Risk.

Coverage extends beyond publicly traded equities. Agents can work with options, currencies, cryptocurrencies, ETFs, mutual funds, indices, money markets, commodities, and key economic indicators. Historical data is also part of the toolkit, making it suitable for examining changes over time rather than only retrieving a point-in-time figure.

## How it works

An MCP client sends requests to Finance Toolkit methods and receives calculated financial results. The server is designed around formulas derived from underlying financial statements and related market data, rather than relying solely on precomputed metrics from providers whose definitions may differ.

The hosted service is available at `https://financetoolkit.jeroenbouma.com/mcp`. OAuth completes authentication when a client connects for the first time. A local option runs through the Python package and can configure a client automatically with the setup command.

Finance Toolkit can also be paired with Finance Database, a separate database containing more than 300,000 symbols across equities, ETFs, funds, indices, currencies, cryptocurrencies, and money markets. That combination supports finding tickers and then applying toolkit calculations for comparative analysis.

## Setup and configuration

For a hosted connection, configure an MCP client to use the streamable HTTP endpoint:

```text
https://financetoolkit.jeroenbouma.com/mcp
```

For local setup, run:

```bash
uvx --from "financetoolkit[mcp]" financetoolkit-mcp-setup
```

The setup command configures the client and handles API-key setup automatically. Manual client configuration is available through the Finance Toolkit MCP documentation when automatic setup is not appropriate.

## Tools and capabilities

- Query more than 500 financial calculation methods.
- Calculate valuation, performance, and risk measures from financial data.
- Work with financial statements and historical market data.
- Analyze equities, options, currencies, cryptocurrencies, ETFs, mutual funds, indices, money markets, and commodities.
- Examine key economic indicators.
- Support ticker-based competitive analysis when used with Finance Database.

## Limitations and notes

Metric values can vary between financial services because providers may use different definitions or source statements. Finance Toolkit addresses this by making its calculation methods explicit, but results still depend on the underlying data and the selected method.

The local setup command uses `uvx` and the package extra named `mcp`. The hosted endpoint uses OAuth during initial client connection, while local setup handles API-key configuration automatically.

_Full upstream README: https://allmcps.com/mcp/finance-toolkit/readme_