FinancialAnalystMCP

A modular MCP server that embeds advanced financial and business analysis directly into your workflow. Built on top of FastMCP framework for seamless integration with Claude Desktop.

Open Source Under development
Source control →

Overview

FinancialAnalystMCP is a Model Context Protocol (MCP) server that embeds advanced financial and business analysis directly into your workflow—whether you're in Excel, a chat client, or working standalone. With pre-built, industry-standard formulas and seamless integration, it eliminates the need to toggle between tools or manually recalculate metrics.

Built on top of FastMCP framework—part of the official MCP Python SDK.

Features

  • Stock Quotes - Real-time stock price information with volume, change, and price range
  • Company Fundamentals - Comprehensive company data including financials, sector, and key metrics
  • Balance Sheet Analysis - Detailed balance sheet data with automatic ratio calculations (debt-to-equity, current ratio, quick ratio)
  • Financial Ratios - Calculate and assess P/E ratio, P/B ratio, dividend yield, and basic valuation
  • IPO Calendar - Track upcoming initial public offerings in the next 3 months
  • Advanced Fundamentals - Access Nasdaq Data Link for comprehensive historical fundamental data (optional)

Available Tools

Stock Market Tools:

  • get_stock_quote - Get current stock quotes for any symbol (e.g., AAPL, GOOGL, MSFT)
  • get_company_overview - Get comprehensive company fundamentals and overview
  • get_balance_sheet - Get detailed balance sheet data with calculated ratios
  • get_next_ipos - Get information about upcoming IPOs in the next 3 months

Financial Analysis Tools:

  • calculate_financial_ratios - Calculate P/E ratio, P/B ratio, dividend yield, and basic valuation
  • get_nasdaq_fundamentals - Get advanced fundamental data from Nasdaq Data Link (requires Nasdaq API key)

Installation

  1. Download the repository
  2. Double-click the installer for your system:
    • Windows: Install_FinancialAnalystMCP.bat
    • macOS/Linux: Install_FinancialAnalystMCP.command
  3. Enter your API key when prompted
  4. Restart Claude Desktop and start using financial tools

Package Installation

pip install FinancialAnalystMCP

Or using uv:

uv pip install FinancialAnalystMCP

API Keys

API KeyRequiredDescription
ALPHA_VANTAGE_API_KEYYesAccess to stock quotes, company overviews, and balance sheets
NASDAQ_DATA_LINK_API_KEYNoAccess to advanced fundamental data from Nasdaq Data Link

Get your free Alpha Vantage API key at alphavantage.co.

Example Queries

Once configured, you can ask Claude questions like:

  • "Get me a stock quote for Apple"
  • "What's the company overview for Tesla?"
  • "Calculate financial ratios for a stock with price $150, EPS $5, book value $50, and dividend $2"
  • "Show me the balance sheet for Microsoft"
  • "What are the upcoming IPOs in the next 3 months?"

Security

The FinancialAnalystMCP server:

  • Runs locally on your computer
  • Connects directly to financial data APIs (Alpha Vantage, Nasdaq Data Link)
  • Does not send your data to any third parties
  • Uses your own API keys for data access

Requirements

  • Python 3.11 or higher
  • Claude Desktop application
  • Internet connection for API access