MCP 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 your@email.com"

# 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 your@email.com"
      }
    }
  }
}

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 your@email.com"
      }
    }
  }
}

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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.

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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.

MCP-Server-Financial-Analyzer