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Finance Toolkit

Calculate transparent financial metrics from statements and market data across equities, funds, currencies, options, and other asset classes.

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Install Finance Toolkit

Pick your client, then add it in one click or paste the config.

STDIOPython
~/Library/Application Support/Claude/claude_desktop_config.json
claude_desktop_config.json
{
  "mcpServers": {
    "finance-toolkit": {
      "command": "uvx",
      "args": [
        "financetoolkit"
      ]
    }
  }
}

Settings → Developer → Edit Config, merge this into mcpServers, then fully quit and reopen Claude Desktop.

Install not yet sandbox-tested— we haven't run this command through our automated sandbox yet. Not a red flag; we're working through the catalog.

Overview

Finance Toolkit MCP server exposes more than 500 documented financial calculation methods through MCP, using transparent formulas rather than opaque third-party metrics. It covers financial statements, valuation and performance ratios, historical data, and risk measures across equities, options, currencies, cryptocurrencies, funds, indices, commodities, and economic indicators. Use it when an agent needs consistent, inspectable calculations or comparative market analysis. Access is available through a hosted OAuth-protected endpoint or a locally configured MCP installation.

Use cases

  • Calculate valuation ratios from financial statements
  • Compare companies using consistent financial methods
  • Measure portfolio or asset risk with Sharpe Ratio and Value at Risk
  • Analyze historical data across currencies, funds, commodities, and indices
  • Find symbols and run competitive analysis with Finance Database

Key features

  • 500+ documented financial calculation methods
  • Transparent formulas based on financial statements and market data
  • Valuation, performance, and risk measurements
  • Coverage for equities, options, currencies, funds, indices, commodities, and economic indicators
  • Hosted OAuth endpoint and local uvx setup

Security & health

What it can reach and how reliably it runs — from our own checks, not the maintainer’s claims.

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48/52 checks healthy over the last 90d

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Scanned 2d ago via OSV.dev · financetoolkit (PyPI)

Adoption & maintenance

Factual signals from GitHub, npm, and our automated checks — not a rating.

GitHub stars5.5kStargazers on the source repository.
Last commitTodayMost recent push to the default branch.
Directory activity7 viewsConfig copies, upvotes, and views on AllMCPs.

How Finance Toolkit works

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.

Read the full README View source on GitHub

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Frequently Asked Questions about Finance Toolkit

Finance Toolkit is an MCP server that connects AI clients to more than 500 transparent financial calculation methods covering statements, valuation, performance, and risk. It supports equities, options, currencies, cryptocurrencies, ETFs, funds, indices, commodities, money markets, and economic indicators, with hosted and local connection options.

Run `uvx --from "financetoolkit[mcp]" financetoolkit-mcp-setup` for local setup. The command configures the MCP client and handles API-key setup automatically. You can also connect a compatible client to the hosted endpoint at `https://financetoolkit.jeroenbouma.com/mcp`.

Yes, Finance Toolkit works with Cursor through MCP. Configure Cursor to use the hosted endpoint, or run the local `uvx` setup command to create the client configuration automatically.

Yes, Finance Toolkit includes the Sharpe Ratio and Value at Risk among its performance and risk measurements. These methods can be queried through an MCP-compatible client alongside its other financial calculations.

Yes, Finance Toolkit supports ETFs, currencies, and cryptocurrencies, along with equities, options, mutual funds, indices, money markets, commodities, and key economic indicators. It also provides historical data and related performance and risk measurements.

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