Finance Tools

finance-tools-mcp: A Financial Analysis MCP Server

https://github.com/VoxLink-org/finance-tools-mcp

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.

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:

1. Use the MCP inspector as described in the Debugging section.
2. 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"],
    }
  }
}