Rockmoon Financial Data

ai.rockmoonPublished by rockmoon.aiOfficial publisherv1.0.0Updated Oct 30, 2026

Cross-market (US/JP/KR) structured financials, segments, ownership & metrics, traceable to filings.

VerifiedStreamable HTTPWeb executableFinanceData & Analytics

Overview

AI-generated overview

Remote MCP server giving assistants cross-market company financials, segments, ownership and valuation metrics traceable to filings.

What you can do
  • Search companies by ticker or name across US, JP, KR, HK, CN and UK markets and pull company facts.
  • Retrieve income statement, balance sheet and cash flow data, plus combined statements for a ticker.
  • Get daily price history, reported business, geographic and product segments, and segment trends over time.
  • Look up ownership: major shareholders, director holdings, insider trades, institutional holdings and large-holdings events.
  • Read valuation and quality metrics, metric history, and compare metrics across several tickers; screen stocks by PE, PB, ROE, margins, market cap and dividend yield.
  • Fetch the original SEC filing source for a fiscal period from stored provenance.
When to use it
Useful when an assistant needs structured, filing-linked financial data for listed companies across US, Japanese, Korean, Hong Kong, Chinese and UK markets, for example equity research, screening, peer comparison or ownership analysis.
Requirements
A remote streamable HTTP endpoint; no local package or runtime. Requires a Rockmoon API key sent in the X-API-Key header, obtained from the provider's site. Network access to the endpoint.
Before you install
The API key is a secret passed in the X-API-Key header; keep it out of logs and shared transcripts. Queries and tickers are sent to the third-party provider. Data is read-only, but figures and provenance should be verified against filings before financial decisions.

Installation

In SourceWeft

  1. Open Rockmoon Financial Data in the dashboard and add it to a workspace.
  2. Connect X-API-Key credentials. They are stored privately and never shown on public pages.
  3. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/ai.rockmoon%2Ffinancial-data/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config.

{
  "mcpServers": {
    "rockmoon-financial-data": {
      "type": "http",
      "url": "https://mcp.rockmoon.ai/mcp",
      "headers": {
        "X-API-Key": "<YOUR_API_KEY>"
      }
    }
  }
}

Tools

19

search_companies

Search companies by ticker or name across US/JP/KR/HK/CN/UK.

Parameterslimitqueryrequired

get_company

Get company facts (name, exchange, industry, regulator id, filings url).

Parameterstickerrequired

get_financials

Get all three financial statements (IS + BS + CF) for a ticker.

Parameterslimittickerrequiredfrequencyfiscal_year

get_income_statement

Get income statement (revenue, costs, margins, EPS).

Parameterslimittickerrequiredfrequencyfiscal_year

get_balance_sheet

Get balance sheet (assets, liabilities, equity).

Parameterslimittickerrequiredfrequencyfiscal_year

get_cash_flow

Get cash flow statement (OCF, ICF, FCF, capex, dividends).

Parameterslimittickerrequiredfrequencyfiscal_year

get_filing_source

Get the original SEC filing URL for a fiscal quarter or year from Rockmoon's stored provenance; use this instead of web search.

Parametersperiodtickerrequiredfrequencystatement

get_prices

Get daily price history for a ticker.

Parametersperiodtickerrequired

get_segments

Get reported business / geographic / product segments.

Parametersperiodtickerrequiredconceptfrequency

get_segments_trend

Get time-series of segment values across periods for trend analysis.

Parameterslimittickerrequiredconceptfrequency

get_major_shareholders

Get top shareholders (institutions + individuals).

Parameterslimittickerrequired

get_director_holdings

Get director / officer shareholdings (insider equity stakes).

Parameterslimittickerrequired

get_insider_trades

Get insider trading activity (US Form 4 filings).

Parameterslimittickerrequired

get_institutional_holdings

Get institutional holders (US 13F filings).

Parameterslimittickerrequired

get_large_holdings_events

Get large-holdings disclosure events (JP 350/360 reports).

Parameterslimittickerrequired

get_metrics

Get latest valuation + financial metrics snapshot (PE, PB, ROE etc.).

Parameterstickerrequired

screen_companies

Screen stocks across US/JP/KR/HK/CN by valuation + quality metrics (PE, PB, ROE, margins, market cap, dividend yield).

Parameterslimitordermarketpb_maxpb_minroa_minroe_maxroe_minsort_bype_ttm_maxpe_ttm_mingics_sector+9 more

get_metrics_history

Get historical derived metrics (TTM aggregates + margins per period).

Parameterslimittickerrequiredfrequency

compare_metrics

Compare valuation metrics across multiple tickers.

Parametersfieldstickersrequired

Version history

1
  1. v1.0.0LatestSep 16, 2026

Score

83% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listedRequired15 pts
  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts

    Declare a GitHub repository with a README, or serve resource_documentation in the OAuth protected-resource metadata.

  • LicenseNot applicable

    A hosted service is used under its provider's terms, so no license is expected here. This check is left out of the percentage.