Finbolt

com.getfinboltPublished by getfinbolt.comOfficial publisherv0.1.0Updated Oct 27, 2026

SEC-filed company financials with filing citations, plus market data, for AI agents

VerifiedStreamable HTTPWeb executableFinanceData & Analytics

Overview

AI-generated overview

Finbolt is a remote MCP server giving assistants stock prices, SEC-filed financials with citations, technical indicators, news sentiment, FX, crypto and macro…

What you can do
  • Look up tickers and fetch quotes, daily/weekly/monthly price history and company overviews
  • Pull income statements, balance sheets, cash flow, earnings and single cited SEC figures
  • Compute technical indicators such as SMA, EMA, MACD, RSI and Bollinger Bands
  • Read news sentiment, FX rates, crypto, commodities and US macro series
  • Run one-call stock briefs and side-by-side comparisons of two to six stocks
  • Search and run any of 113 data tools, and use built-in analysis playbooks as prompts
When to use it
Useful when an assistant needs to answer questions about a company or market — what a stock is worth, how two companies compare, why a price moved, or what the filings say — with figures traceable to SEC filings. Best suited to personal, non-commercial research rather than trading or advice.
Requirements
Remote streamable HTTP endpoint; no local install. Requires a Finbolt API key sent as a bearer token in the Authorization header, obtained by signing up with an email address. A free trial plan exists; Pro is a paid monthly subscription with credit top-ups.
Before you install
The key is a secret sent in the Authorization header. Usage is metered by credits and daily rate limits, and Pro features and top-ups cost money. Market-data tools are licensed for personal, non-commercial research only, and outputs are research and education, not investment advice. Signup sends the user's email to the provider.

Installation

In SourceWeft

  1. Open Finbolt in the dashboard and add it to a workspace.
  2. Connect Authorization token 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/com.getfinbolt%2Ffinbolt/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": {
    "finbolt": {
      "type": "http",
      "url": "https://api.getfinbolt.com/mcp",
      "headers": {
        "Authorization": "Bearer <YOUR_TOKEN>"
      }
    }
  }
}

Tools

23

fetch_time_series_daily

[Personal research only] Fetch daily stock data with OHLCV (Open, High, Low, Close, Volume) information for each trading day.

Parameterssymbolrequireddatatypeend_dateoutputsizestart_datemax_data_points

fetch_time_series_weekly

[Personal research only] Fetch weekly stock data with OHLCV (Open, High, Low, Close, Volume) aggregated by week.

Parameterssymbolrequireddatatypeend_datestart_datemax_data_points

fetch_time_series_monthly

[Personal research only] Fetch monthly stock data with OHLCV (Open, High, Low, Close, Volume) aggregated by month.

Parameterssymbolrequireddatatypeend_datestart_datemax_data_points

search_endpoint

[Personal research only] Searches for stock symbols and company names based on keywords (e.g., 'Tesla', 'Microsoft Corp').

Parameterskeywordsrequired

fetch_quote

[Personal research only] Fetches the latest price and trading information for a stock ticker symbol.

Parameterssymbolrequired

fetch_news_sentiment

[Personal research only] Fetch news sentiment analysis data with sentiment scores, relevance scores, and article metadata.

Parameterssortlimittopicstickersrequiredtime_todatatypetime_from

fetch_company_overview

[Personal research only] Fetch comprehensive company overview including business description, financial ratios, market capitalization, dividend information, and key financial metrics.

Parameterssymbolrequired

fetch_income_statement

[Personal research only] Fetch annual and quarterly income statement data including revenue, expenses, net income, EPS, and other profit & loss metrics.

Parameterssymbolrequired

fetch_balance_sheet

[Personal research only] Fetch annual and quarterly balance sheet data including assets, liabilities, shareholders' equity, and other financial position metrics.

Parameterssymbolrequired

fetch_cash_flow

[Personal research only] Fetch annual and quarterly cash flow statement data including operating, investing, and financing cash flows.

Parameterssymbolrequired

fetch_earnings

[Personal research only] Fetch annual and quarterly earnings data including EPS (earnings per share) estimates vs actual results, surprise percentages, and earnings growth trends.

Parameterssymbolrequired

fetch_exchange_rate

[Personal research only] Fetch real-time currency exchange rates between two currencies with bid/ask prices and conversion rates.

Parametersto_currencyrequiredfrom_currencyrequired

fetch_sma

[Personal research only] Fetch Simple Moving Average (SMA) technical indicator time series with customizable time periods.

Parameterssymbolrequireddatatypeend_dateintervalrequiredstart_dateseries_typetime_periodrequiredmax_data_points

fetch_ema

[Personal research only] Fetch Exponential Moving Average (EMA) technical indicator time series with greater weight on recent prices.

Parameterssymbolrequireddatatypeend_dateintervalrequiredstart_dateseries_typetime_periodrequiredmax_data_points

fetch_macd

[Personal research only] Fetch MACD (Moving Average Convergence Divergence) technical indicator time series with signal line and histogram.

Parameterssymbolrequireddatatypeend_dateintervalrequiredfastperiodslowperiodstart_dateseries_typesignalperiodmax_data_points

fetch_rsi

[Personal research only] Fetch RSI (Relative Strength Index) momentum oscillator time series ranging from 0 to 100.

Parameterssymbolrequireddatatypeend_dateintervalrequiredstart_dateseries_typetime_periodmax_data_points

fetch_bbands

[Personal research only] Fetch Bollinger Bands technical indicator time series with upper band, lower band, and middle line (SMA).

Parameterssymbolrequirednbdevdnnbdevupdatatypeend_dateintervalrequiredstart_dateseries_typetime_periodmax_data_points

analyze_stock

[Personal research only] One-call stock brief. `filed` holds fundamentals from SEC filings (TTM revenue and growth, gross and operating margin, net income, free cash flow, net debt; for banks net revenue, net interest income, efficiency ratio, PPNR, provisions, loans, deposits, ROE, ROTCE and tangible book; for broker-dealers efficiency ratio, pretax margin, compensation ratio and ROE; for insurers total revenues, premiums earned, net investment income, benefits and losses, a simple combined ratio for P&C insurers, ROE, and book value per share with and without AOCI), each filing cited by accession in sources.edgar (https://www.sec.gov/Archives/edgar/data/{cik}/{accession without dashes}/). A balance input the newest filing omits comes from the latest filing within 15 months, dated in inputs_as_of. `market` holds delayed price, 52-week range, 50/200-day averages and RSI(14); `derived` holds market cap, P/E (on filed diluted EPS LTM), P/B and P/TBV (insurers: P/B and P/B ex-AOCI), each with its inputs. A figure that couldn't be computed is in gaps with its reason; lines that don't apply to the company's layout are left out (layout_note). Up to 4 descriptive observations, including any quarter whose tax rate or non-operating income moves net income. News sentiment on Pro. Start here for "tell me about X". Personal research only: on every plan, this tool's output is for your own personal, non-commercial research. Do not use it in a commercial product, client deliverable or service.

Parameterssymbolrequired

compare_stocks

[Personal research only] Side-by-side comparison of 2-6 stocks as one table: TTM revenue and growth, pretax margin, net income growth and diluted EPS growth from SEC filings (each row's window ends on its ttm_to), net debt for standard layouts, delayed price, day change, distance from the 52-week high and trend, market cap, and P/E on filed diluted EPS LTM (FY + YTD - prior YTD). `order` lists each filed figure highest first, P/E lowest first. `comparability` says what revenue means per layout; cell_notes say what moves a figure. Filings are cited by accession in sources.edgar: open https://www.sec.gov/Archives/edgar/data/{cik}/{accession without dashes}/. Personal research only: on every plan, this tool's output is for your own personal, non-commercial research. Do not use it in a commercial product, client deliverable or service.

Parameterssymbolsrequired

get_fact

One reported figure from SEC filings, with its citation: filing accession number, form, filing date, XBRL tag, period and a link to the filing. Restated values are listed. A figure the company never reported comes back as missing, never estimated. Values are in units as filed (USD, shares, USD/shares). A value and its as_originally_reported version come only from financial statements (10-K, 10-Q, their amendments and transition reports, 20-F, 40-F), never a proxy or an 8-K.

Parametersas_ofperiodcompanyrequiredconceptrequired

financials

A financial statement from SEC filings, newest period first, every value traceable to its filing. Quarterly figures the company reported only year-to-date are derived (e.g. Q4 = FY - 9M) and marked; per-share values and share counts can't be derived that way and are null with reason not_derivable. A line the company tagged with its own element is null with reason custom_element. Common equity and the book values from it are null with reason pending when a preferred issue or redemption follows the last tagged liquidation preference. Every null carries a reason, in cell_notes or (when all of a row's nulls share it) on the row. Banks, insurers and broker-dealers get not_applicable, with a reason, for lines they don't present (capex, current assets, total debt for banks and brokers); banks get loans, allowance and deposits. Broker-dealers and asset managers get the bank layout under net_revenues, with compensation and the compensation ratio. Balance sheets include common equity, book value per share and net debt. A balance the period's own filing didn't present is null, with any later comparative value in a note. A derived or fallback line equal to another row in every column (total equity with no NCI) is named in same_as instead of shown, and a derived Q4 with the opposite sign to Q1-Q3 says so. Values are in units as filed. Values and earlier versions come only from financial statements (10-K, 10-Q, their amendments and transition reports, 20-F, 40-F).

Parametersas_oflimitcompanyrequiredstatementperiod_type

find_tool

Search all 113 data tools, including ones not in the default list.

Parametersqueryrequired

run_tool

Run any Finbolt data tool by name, including ones not in the default list.

Parametersnamerequiredarguments

Version history

1
  1. v0.1.0LatestOct 26, 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.