FinanceKit MCP

Financial Market Intelligence for AI Agents — real-time stock quotes, technical analysis, crypto data, and portfolio insights via the Model Context Protocol (MCP).

FinanceKit is an MCP server that gives Claude Code, Cursor, Windsurf, and any AI agent instant access to financial market data. No API keys required for stocks and crypto.

Try it now — no install needed: Open FinanceKit in the MCPize Playground — runs in your browser, free tier (100 calls/month)

Use Cases

Here are concrete examples of what you can ask your AI agent once FinanceKit is installed:

"Run full technical analysis on TSLA and tell me if it's a buy" — Get RSI, MACD, Bollinger Bands, ADX, Stochastic, and pattern detection with a plain-English signal summary
"Compare AAPL vs MSFT vs GOOGL performance over the last 6 months" — Side-by-side returns, volatility, Sharpe ratio, and max drawdown
"Analyze my portfolio: AAPL:50, NVDA:20, MSFT:30, AMZN:10" — Total value, sector allocation, concentration risk, and diversification score
"What are the trending cryptocurrencies right now? Any worth watching?" — Top trending coins from CoinGecko with price data and momentum
"Give me a market overview — how are the major indices doing?" — S&P 500, NASDAQ, Dow, VIX, and market sentiment in one call
"Is Bitcoin overbought? Show me RSI and Bollinger Band analysis" — Full technical analysis works on crypto too, not just stocks

Why FinanceKit?

Feature	FinanceKit MCP	Yahoo Finance API	Alpha Vantage	TradingView
Works with Claude Code / Cursor	Yes	No	No	No
No API key needed	Yes	Yes	No (free tier)	No
Technical analysis built-in	10+ indicators	Raw data only	Limited	Manual
Crypto + stocks in one tool	Yes	Stocks only	Separate APIs	Manual
Portfolio analysis	Yes	No	No	No
MCP native (stdio + HTTP)	Yes	REST only	REST only	Web only
Free	Yes	Yes	Rate limited	Paid

Tools (12)

Stocks

Tool	Description
`stock_quote`	Current price, change, volume, P/E, market cap
`company_info`	Sector, financials, valuation metrics, description
`multi_quote`	Batch quotes for up to 10 tickers at once

Crypto

Tool	Description
`crypto_price`	Price, market cap, 1h/24h/7d changes, ATH data
`crypto_trending`	Top 10 trending coins on CoinGecko
`crypto_search`	Find coins by name or symbol
`crypto_top_coins`	Top N coins ranked by market cap

Technical Analysis

Tool	Description
`technical_analysis`	Full analysis: RSI, MACD, Bollinger Bands, SMA/EMA, ADX, Stochastic, ATR, OBV + pattern detection (Golden Cross, Death Cross, overbought/oversold) with plain-English signal summary
`price_history`	Historical OHLCV data with summary statistics

Market Overview

Tool	Description
`market_overview`	Major indices (S&P 500, NASDAQ, Dow), VIX, market sentiment

Portfolio & Comparison

Tool	Description
`compare_assets`	Side-by-side returns, volatility, Sharpe ratio, drawdown
`portfolio_analysis`	Total value, allocation weights, sector breakdown, concentration risk

Installation

⭐ Recommended: MCPize (hosted, no setup)

The fastest way to get started. No terminal, no config files, no Python setup — works in any MCP client:

👉 Install FinanceKit on MCPize — Free tier available (100 calls/month)

Or add to your MCP config directly:

config.json

{
  "mcpServers": {
    "financekit": {
      "url": "https://financekit-mcp.mcpize.run/mcp"
    }
  }
}

Why MCPize?

✅ Zero setup — works immediately in Claude Desktop, Cursor, Windsurf, Claude Code
✅ Always up-to-date — new features deployed automatically
✅ Scales with you — upgrade to Pro ($29/mo) for 10,000 calls + priority + all premium tools
✅ Reliable uptime — managed cloud infrastructure
✅ Analytics — track how your agents use the tools

See pricing below for all tiers including Team, Business, and Enterprise.

💻 Advanced: Self-hosted (developers)

For those who prefer to run the server locally:

Claude Code CLI

Terminal

claude mcp add financekit -- uvx --from financekit-mcp financekit

Claude Desktop / Cursor / Windsurf (local)

config.json

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

From PyPI

Terminal

pip install financekit-mcp
financekit

From source

bash

git clone https://github.com/vdalhambra/financekit-mcp.git
cd financekit-mcp
uv sync
uv run financekit

Smithery

Terminal

npx -y @smithery/cli install @vdalhambra/financekit --client claude

Note: Self-hosted = full feature access but you manage updates, uptime, and infrastructure. For most users, MCPize is the better choice.

Pricing

Tier	Price	Calls/month	Includes
Free	$0	100	5 basic tools (quotes, company info, crypto price)
Hobby	$9/mo	2,500	Most tools — no portfolio or market overview
Pro ⭐	$29/mo	10,000	All 12 tools + priority + premium features
Team	$79/mo	50,000	Pro + 5 seats + CSV export + email support
Business	$179/mo	200,000	Team + webhooks + alerts + SLA
Enterprise	$499/mo	Unlimited	Business + white-label + on-prem + dedicated support

Annual plans: Get 2 months free (pay for 10, use 12).

Bundle: Combine with SiteAudit MCP for $39/mo (Pro Combo — save 19%).

👉 View all pricing on MCPize

Data Sources

Stocks: Yahoo Finance (via yfinance) — free, no API key
Crypto: CoinGecko API (free tier, 10K calls/month)
Technical Indicators: Calculated locally using the ta library (RSI, MACD, Bollinger Bands, ADX, Stochastic, ATR, OBV)

All data is cached to minimize API calls: quotes (60s), historical data (1h), crypto (2min), company info (24h).

Examples

Technical Analysis Output

Code

Symbol: AAPL
Current Price: 260.48
Indicators:
  RSI(14): 55.65 — neutral
  MACD: histogram positive — bullish momentum
  Bollinger Bands: price within bands — normal
  SMA(50): 260.84
  ADX: 18.3 — weak/no trend
Patterns:
  Golden Cross: false
  Overbought: false

Portfolio Analysis Output

Code

Total Value: $45,230.50
Positions: 3
Concentration Risk: MODERATE
Sector Breakdown:
  Technology: 85.2%
  Communication Services: 14.8%

Compatible AI Agents

FinanceKit works with any AI agent or IDE that supports the Model Context Protocol:

Claude Code (CLI) — claude mcp add
Claude Desktop — claude_desktop_config.json
Cursor — .cursor/mcp.json
Windsurf — MCP settings
Copilot — MCP configuration
Any MCP client — stdio or HTTP transport

Support this project

If FinanceKit is useful to you, please consider supporting ongoing development:

💎 Upgrade to Pro on MCPize — Best way to support + get premium features
⭐ Star this repo — Helps other developers find it
💖 Sponsor on GitHub — One-time or recurring support
🐦 Share on Twitter/X — Tag @ElAgenteRayo

License

MIT