Server Financial Analyzer

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.

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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

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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]"
      }
    }
  }
}

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Deploy to Render

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

1. Push to GitHub
2. Go to render.com → New → Blueprint → connect your repo
3. Set EDGAR_IDENTITY to your real name and email in the Render dashboard
4. 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.

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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

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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.