Server Financial Analyzer

БесплатноНе проверен

Provides AI assistants with real-time stock prices, financial statements, SEC filings, and analytical tools like DCF valuation and ratio analysis.

автор: HonglingLei

GitHub Embed

Описание

Provides AI assistants with real-time stock prices, financial statements, SEC filings, and analytical tools like DCF valuation and ratio analysis.

README

An MCP (Model Context Protocol) server that gives AI assistants access to real-time stock prices, financial statements, SEC filings, and analytical tools.

Built with FastMCP, powered by yfinance and edgartools.

Tools

Stock Prices

Tool	Description
`get_stock_price`	Current price, volume, 52-week range, market cap
`get_price_history`	OHLCV history with configurable period and interval
`get_stock_info`	Company profile, sector, employees, ownership

Fundamentals

Tool	Description
`get_income_statement`	Revenue, gross profit, EBITDA, net income, EPS
`get_balance_sheet`	Assets, liabilities, equity, debt
`get_cash_flow`	Operating, investing, financing, free cash flow
`get_earnings_history`	EPS estimates vs actuals and surprise %

SEC Filings

Tool	Description
`search_sec_filings`	List 10-K, 10-Q, 8-K, and other filings
`get_filing_sections`	Retrieve full text of specific sections (business, risk_factors, mda)
`get_company_facts`	EDGAR CIK, registered tickers, TTM financials from XBRL

Analysis

Tool	Description
`calculate_financial_ratios`	P/E, P/B, EV/EBITDA, ROE, ROA, margins, leverage ratios
`analyze_trends`	YoY growth trends for any financial line item
`compare_stocks`	Side-by-side comparison of multiple tickers on any metric
`dcf_estimate`	Simplified DCF intrinsic value with margin of safety

Resources

URI	Description
`market://overview`	Major US indices (S&P 500, NASDAQ, Dow, VIX, 10Y Treasury)
`market://sectors`	Daily performance of 11 GICS sectors via SPDR ETFs

Quickstart (local / stdio)

# 1. Clone and install
git clone https://github.com/YOUR_USERNAME/MCP-Server-Financial-Analyzer.git
cd MCP-Server-Financial-Analyzer
pip install uv
uv sync

# 2. Configure environment
cp .env.example .env
# Edit .env — set EDGAR_IDENTITY to "Your Name [email protected]"

# 3. Run (stdio mode for local use)
uv run financial-analyzer

Claude Desktop

Add to ~/Library/Application Support/Claude/claude_desktop_config.json:

{
  "mcpServers": {
    "financial-analyzer": {
      "command": "uv",
      "args": ["run", "--directory", "/path/to/MCP-Server-Financial-Analyzer", "financial-analyzer"],
      "env": {
        "EDGAR_IDENTITY": "Your Name [email protected]"
      }
    }
  }
}

VS Code (Copilot)

Add to .vscode/mcp.json or user settings:

{
  "servers": {
    "financial-analyzer": {
      "type": "stdio",
      "command": "uv",
      "args": ["run", "--directory", "/path/to/MCP-Server-Financial-Analyzer", "financial-analyzer"],
      "env": {
        "EDGAR_IDENTITY": "Your Name [email protected]"
      }
    }
  }
}

Deploy to Render

This repo includes a render.yaml for one-click deployment.

Push to GitHub
Go to render.com → New → Blueprint → connect your repo
Set EDGAR_IDENTITY to your real name and email in the Render dashboard
Deploy — your MCP endpoint will be at https://<service-name>.onrender.com/mcp

Connect remote clients to the deployed server

{
  "mcpServers": {
    "financial-analyzer": {
      "type": "http",
      "url": "https://<service-name>.onrender.com/mcp",
      "headers": {
        "Authorization": "Bearer <MCP_AUTH_TOKEN>"
      }
    }
  }
}

The MCP_AUTH_TOKEN is auto-generated by Render and visible in your service's environment variables.

Environment Variables

Variable	Required	Default	Description
`EDGAR_IDENTITY`	Yes	—	`"Name email"` per SEC fair-use policy
`TRANSPORT`	No	`stdio`	`stdio` for local, `streamable-http` for cloud
`HOST`	No	`0.0.0.0`	Bind address (HTTP mode only)
`PORT`	No	`8000`	Port (HTTP mode only)
`MCP_AUTH_TOKEN`	No	—	Bearer token to protect the HTTP endpoint

Disclaimer

This server provides financial data for informational and educational purposes only. It is not financial advice. Always verify data from authoritative sources before making investment decisions.

from github.com/HonglingLei/MCP-Server-Financial-Analyzer

Установить Server Financial Analyzer в Claude Desktop, Claude Code, Cursor

Рекомендуется · одна команда, все IDE

unyly install mcp-server-financial-analyzer

Ставит в Claude Desktop, Claude Code, Cursor и VS Code — сам разбирается с npx, uvx и сборкой из исходников.

Впервые? Поставь CLI: curl -fsSL https://unyly.org/install | sh

Или настроить вручную

Выполни в терминале:

claude mcp add mcp-server-financial-analyzer -- uvx --from git+https://github.com/HonglingLei/MCP-Server-Financial-Analyzer mcp-server-financial-analyzer

FAQ