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Finance Toolkit

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Transparent, efficient financial analysis

GitHub source repository ↗

★ 5.2k Stars Category · Other Very popular

60FMRS · C

Reliability

10/20

Security and permissions

10/20

Maintenance

13/20

Documentation

14/20

Setup experience

13/20

The supplied sources identify this as a FinanceToolkit server, manifest version 2.1.4, with hosted streamable HTTP and local stdio transports. It emphasizes transparent calculations from raw statements but depends on an FMP API key and external financial-data providers.

Read the FMRS scoring method →

Finance Toolkit is an open-source financial-analysis MCP server exposing 200+ metrics, models, and economic indicators calculated from raw financial statements. It supports historical market data, financial statements, ratios, option Greeks, performance and risk metrics, technical indicators, fixed income, economics, portfolio analysis, and instruments including equities, ETFs, funds, indices, currencies, and cryptocurrencies. Financial Modeling Prep is the default data source, with optional fallback to Yahoo Finance when retrieval fails.

Tools

The tool list has not been reviewed yet.

Setup

Remote: add https://financetoolkit.jeroenbouma.com/mcp to an MCP-compatible client; on first connection, use OAuth to provide a Financial Modeling Prep API key.\nLocal: run uvx --from "financetoolkit[mcp]" financetoolkit-mcp-setup, or use the client configuration in install_config and set FINANCIAL_MODELING_PREP_API_KEY.

claude_desktop_config.json

{"mcpServers":{"finance-toolkit":{"command":"uvx","args":["--from","financetoolkit[mcp]","financetoolkit-mcp"],"env":{"FINANCIAL_MODELING_PREP_API_KEY":"YOUR_API_KEY_HERE"}}}}

Generate and validate client config

Fit and risk

Best for

Financial researchers and quantitative analysts who need transparent calculation methods
Python users performing fundamental, performance, risk, or technical analysis
Users who want to query multiple categories of financial data through an MCP client

Not for

Users unwilling to provide a Financial Modeling Prep API key
Users seeking to bypass data-provider plan or request limits
Users requiring a single data source with no Yahoo Finance fallback

Required permissions

Requires a Financial Modeling Prep API key; local installations provide it through FINANCIAL_MODELING_PREP_API_KEY
Remote connections require completing OAuth and providing an FMP API key on first use
The server needs access to external financial data sources for market data, statements, and economic indicators

Risks and side effects

Financial data comes from external providers, and the project does not take responsibility for its accuracy
Free plans impose limits on daily requests, data history, and exchange coverage
API rate limits, network conditions, or invalid keys can make retrieval fail or become slow
When Financial Modeling Prep retrieval fails, the default fallback to Yahoo Finance can change the data source

Troubleshooting

Verify that FINANCIAL_MODELING_PREP_API_KEY is set and valid
Check Financial Modeling Prep plan limits, daily request quotas, and rate limits
For remote connections, confirm that the OAuth flow completed and an FMP API key was supplied
Check network connectivity; initializing the Toolkit with multiple tickers can avoid single-ticker thread waiting
To disable fallback, set enforce_source="FinancialModelingPrep"; alternatively select YahooFinance explicitly

Use cases

Query and calculate financial ratios, valuation metrics, and profitability measures

Analyze historical prices, returns, volatility, Sharpe Ratio, and Value at Risk

Retrieve financial statements and run DuPont, WACC, EVA, Altman Z-Score, and related models

Analyze option pricing and Greeks, technical indicators, fixed-income measures, and economic indicators

Use natural language in MCP clients to analyze equities, ETFs, funds, indices, currencies, and cryptocurrencies

Supported clients

Claude DesktopFull support

Claude.aiFull support

Claude CodeFull support

VS CodeFull support

CursorFull support

WindsurfFull support

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