Shibui Finance

finance.shibuiPublished by shibui.financeOfficial publisherv1.1.0Updated Oct 24, 2026

9,900+ US equities, 64 years of prices, financials, technicals, and earnings. Ask in plain English.

VerifiedStreamable HTTPWeb executableDatabasesFinanceData & Analytics

Overview

AI-generated overview

A remote MCP server that lets an assistant query 64 years of US stock market data with SQL and export results to Excel.

What you can do
Inspect the database schema and a set of prepared SQL query patterns before querying stock data, as the query tool requires both first. Query prices, earnings, revenue, P/E, dividends, filings, technical indicators and comparisons across 9,900+ US equities. Load guided workflows for fundamentals, technicals, screening, comparisons, earnings, backtesting, SEC filings and insider transactions. Export query results to a formatted Excel spreadsheet.
When to use it
Useful when you want an assistant to answer plain-English questions about US stocks, financials, technical indicators, SEC filings or insider activity, or to screen and compare companies and backtest simple strategies.
Requirements
A remote endpoint at mcp.shibui.finance over streamable HTTP; no packages, environment variables or headers are declared. The query tool must be preceded by the schema and query-pattern tools in that order.
Before you install
Queries run against a third-party financial database, so questions and results are sent to that service. Results are historical market data, not investment advice. Excel export produces a downloadable file. No authentication is declared.

Installation

In SourceWeft

  1. Open Shibui Finance 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/finance.shibui%2Fdata/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": {
    "shibui-finance": {
      "type": "http",
      "url": "https://mcp.shibui.finance/mcp"
    }
  }
}

Tools

12

stock_data_query

Query Stock Data

Stock prices, earnings, revenue, P/E, dividends, filings, screener, comparisons Run a SQL query against 64 years of US stock market data. REQUIRES calling get_database_schema then get_query_patterns first (in that order). This tool has no schema or query patterns built in. Call get_database_schema once, then get_query_patterns once, then use this tool. Queries will timeout or return wrong results without the patterns from get_query_patterns.

Parametersqueryrequireduser_promptrequired

get_database_schema

Load Database Schema

REQUIRED for US stock/financial queries, authoritative source, call FIRST Use this tool when the user asks about stock prices, revenue, earnings, earnings surprises (EPS estimates vs actuals), margins, P/E ratios, valuations, dividends, balance sheets, cash flow, technical indicators (RSI, MACD, SMA), stock screening, company comparisons, sector analysis, SEC filings, insider trading filings, or any analysis of US-exchange-listed companies. Covers 10,000+ NYSE and NASDAQ securities with 64 years of daily prices, quarterly financials, 61 technical indicators, and SEC EDGAR filing metadata. Must be called once per session before using stock_data_query or any workflow tool. After this tool returns, call get_query_patterns before writing any SQL.

Takes no parameters.

get_query_patterns

Load Query Patterns

REQUIRED before stock_data_query, 23 SQL patterns prevent timeouts/wrong results Must be called once per session immediately after get_database_schema. Contains query patterns for time-series selection, return calculations, screening joins, window functions, backtesting, and performance optimization. Time-series queries will timeout or return wrong results without these patterns. After this tool returns, call stock_data_query to execute SQL.

Takes no parameters.

load_fundamental_workflow

Fundamental Analysis Workflow

Load fundamental workflow for valuation, cash flow, margins, balance sheet. REQUIRES get_database_schema then get_query_patterns to be called first (in that order). Call BEFORE writing SQL when the user asks about company valuation, "is X a good buy", financial health, debt levels, profitability ratios, revenue trends, earnings quality, or any deep-dive company analysis. Can be combined with other workflow tools.

Takes no parameters.

load_technical_workflow

Technical Analysis Workflow

Load technical workflow for RSI, MACD, SMA, Bollinger Bands, entry/exit. REQUIRES get_database_schema then get_query_patterns to be called first (in that order). Call BEFORE writing SQL when the user asks about RSI, MACD, moving averages, Bollinger Bands, support/resistance, overbought/oversold, momentum, trend, chart patterns, golden cross, entry/exit signals, or "is X oversold/overbought". Can be combined with other workflow tools.

Takes no parameters.

load_screening_workflow

Stock Screening Workflow

Load screening workflow to find, filter, scan, rank stocks, top N by.... REQUIRES get_database_schema then get_query_patterns to be called first (in that order). Call BEFORE writing SQL when the user asks to find, screen, scan, rank, or filter stocks — "find stocks that...", "top 10 by...", "best dividend stocks", value/growth screens, sector ranking, or any multi-factor selection. Can be combined with other workflow tools.

Takes no parameters.

load_comparison_workflow

Peer Comparison Workflow

Load comparison workflow for X vs Y, peer analysis, relative valuation. REQUIRES get_database_schema then get_query_patterns to be called first (in that order). Call BEFORE writing SQL when the user asks to compare companies, "X vs Y", "how does X compare to Y", peer benchmarking, sector peers, side-by-side metrics, or relative valuation. Can be combined with other workflow tools.

Takes no parameters.

load_earnings_workflow

Earnings Analysis Workflow

Load earnings workflow for EPS surprises, beat/miss, estimates, revenue. REQUIRES get_database_schema then get_query_patterns to be called first (in that order). Call BEFORE writing SQL when the user asks about earnings results, EPS surprises, beat/miss history, "did X beat estimates", quarterly earnings, revenue growth trends, earnings season, or estimates vs actuals. Can be combined with other workflow tools.

Takes no parameters.

load_backtesting_workflow

Backtesting Analysis Workflow

Load backtesting workflow for stop-loss, exit rules, Sharpe, forward returns. REQUIRES get_database_schema then get_query_patterns to be called first (in that order). Call BEFORE writing SQL when the user asks to backtest, simulate, validate a strategy, test "what happens after X", compare forward returns, measure win rates or hit rates, compute Sharpe, drawdown, profit factor, rotation strategies, basket returns, set stop-loss or trailing stop levels, test exit rules or profit targets, or any hypothetical return over past data. Can be combined with other workflow tools.

Takes no parameters.

load_filing_workflow

SEC Filing Analysis Workflow

Load filing workflow for SEC/EDGAR metadata, 8-K events, 10-K/10-Q reports. REQUIRES get_database_schema then get_query_patterns to be called first (in that order). Call BEFORE writing SQL whenever the user asks about filing dates, filing activity, "who filed", "filed a form", filing frequency, SEC filings, EDGAR, 8-K events, 10-K/10-Q reports, proxy statements, or any query involving the sec_filings table (metadata - when/what type, not transaction detail). For insider transaction detail (shares, prices, cluster buying), use load_insider_workflow instead. Can be combined with other workflow tools.

Takes no parameters.

load_insider_workflow

Insider Transaction Workflow

Load insider workflow for Form 3/4/5, insider buy/sell, cluster buy, 13D/G. REQUIRES get_database_schema then get_query_patterns to be called first (in that order). Call BEFORE writing SQL when the user asks about insider transactions, insider buying/selling, Form 3 initial holdings, Form 4/5 transactions, cluster buying, executive purchases, officer sales, 10b5-1 plans, activist stakes, 13D/G filings, beneficial ownership, "who is buying/selling", or "track this insider across companies". Can be combined with other workflow tools.

Takes no parameters.

export_to_excel

Export to Excel

Export query results to a branded Shibui Finance Excel spreadsheet. Runs the same SQL query as stock_data_query but returns a downloadable Excel file instead of raw data. The spreadsheet includes branded headers, smart number formatting, and auto-fitted columns.

Parametersqueryrequiredtitlerequired

Version history

1
  1. v1.1.0LatestSep 16, 2026

Score

72% 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

    Publish an icon in the registry entry.

  • 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.