Hollaugo Financial Research Mcp Server

ai.smitheryPublished by smithery.aiOfficial publisherv1.15.0Updated Oct 24, 2026

Analyze stocks with summaries, price targets, and analyst recommendations. Track SEC filings, divi…

The publisher's own server: 222wcnm Bilistalkermcp

VerifiedStreamable HTTPWeb executableFinanceData & Analytics

Overview

AI-generated overview

Lets an assistant pull stock data, SEC filings, analyst targets, dividends, and financial statements for a given ticker.

What you can do
This remote MCP server exposes financial research tools keyed on a ticker symbol. It returns stock summaries with price and volume, recent SEC filings, analyst price targets and recommendations, dividend and stock split history, institutional holdings, insider transactions, and sector classification. It also retrieves balance sheet, income statement, and cash flow data, and can extract and summarize the content of SEC filing URLs.
When to use it
Use it when an assistant needs quick, read-only equity research: summarizing a company's fundamentals, checking analyst sentiment, reviewing filing history, or comparing dividend and ownership data across tickers. It suits research and reporting workflows rather than trading or portfolio execution.
Requirements
A remote MCP endpoint; no local runtime or package install is needed. The manifest declares an Authorization header carrying a Bearer token for Smithery authentication. The server pulls data from Yahoo Finance and SEC sources, so outbound network access is required. An optional user_agent setting customizes SEC requests.
Before you install
The Authorization Bearer token is a credential and should be treated as a secret. All described tools are read-only lookups, but queries and ticker symbols are sent to third-party data sources (Yahoo Finance and SEC), and the default SEC user agent string includes a contact email. Financial data may be delayed or inaccurate and is not investment advice.

Installation

In SourceWeft

  1. Open Hollaugo Financial Research Mcp Server in the dashboard and add it to a workspace.
  2. 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.smithery%2Fhollaugo-financial-research-mcp-server/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": {
    "hollaugo-financial-research": {
      "type": "http",
      "url": "https://server.smithery.ai/@hollaugo/financial-research-mcp-server/mcp"
    }
  }
}

README

Financial Research MCP Server

A comprehensive Model Context Protocol (MCP) server for financial research and analysis, built with FastMCP and deployed on Smithery.

Features

This server provides the following financial analysis tools:

  • Stock Summary: Get basic stock information including price, volume, and recent data
  • SEC Filings: Retrieve recent SEC filings for any ticker
  • Analyst Data: Get analyst price targets and recommendations
  • Dividend History: Access dividend payment history
  • Stock Splits: View stock split history
  • Institutional Holdings: See institutional holder information
  • Insider Transactions: Track insider buying/selling activity
  • Sector Information: Get sector and industry classification
  • Financial Statements: Access balance sheet, income statement, and cash flow data
  • SEC Filing Summaries: Extract and summarize content from SEC filing URLs

Configuration

The server supports session-specific configuration:

  • user_agent: Custom user agent string for SEC requests (default: "Prompt Circle Labs [email protected]")

Usage

Local Development

bash
# Install dependenciesuv sync
# Run development serveruv run dev
# Run playground for testinguv run playground

Deployment

This server is configured for deployment on Smithery. The server module is defined in src/fin-research-server/server.py and configured in pyproject.toml.

Dependencies

  • yfinance: Yahoo Finance data access
  • requests: HTTP requests for SEC filings
  • beautifulsoup4: HTML parsing
  • langchain-community: Document loading and processing
  • fastmcp: MCP server framework
  • smithery: Deployment platform

API Endpoints

All tools are available through the MCP protocol. Each tool accepts a ticker symbol as input and returns structured financial data.

Source: smithery-example/financial-server/README.md at commit 21cf4ff

Tools

0
SourceWeft has not read this server's tools yet.

Version history

1
  1. v1.15.0LatestSep 16, 2026

Score

75% 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

    Answer tools/list without a credential, or ship a package that starts in a sandbox without one.

  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts
  • License10 pts

    Declare a license in the repository or the registry entry.

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