Financekit Mcp

io.github.vdalhambraPublished by GitHub account vdalhambrav1.2.0Updated Oct 24, 2026

Stock quotes, technical analysis, crypto prices, and portfolio insights for AI agents

VerifiedSTDIODesktop onlyFinanceData & Analytics

Overview

AI-generated overview

Gives an AI assistant stock and crypto quotes, technical indicators, market overviews, and portfolio analysis.

What you can do
FinanceKit exposes twelve tools for financial market data. It returns stock quotes, company information, and batch quotes for up to ten tickers, plus crypto prices, trending coins, coin search, and top coins by market cap. A technical analysis tool computes indicators such as RSI, MACD, Bollinger Bands, ADX, Stochastic, ATR, and OBV with pattern detection and a plain-English signal summary, and further tools cover price history, major index overviews, asset comparison, and portfolio allocation analysis.
When to use it
Useful when an assistant needs current market data or computed technical indicators rather than raw price feeds, for example screening a ticker, comparing several assets, checking crypto momentum, or reviewing a portfolio's sector concentration. It suits research and analysis conversations, not order execution.
Requirements
Runs as a local process over stdio, installed from PyPI as financekit-mcp or launched with uvx; Python tooling is needed for self-hosting. A hosted HTTP endpoint is also offered by a third-party service. No API keys are declared for stocks and crypto; the hosted option has paid tiers.
Before you install
The hosted endpoint sends your queries to a third-party service and is metered by call count, with paid plans up to $499/mo, so check limits before relying on it. Self-hosting pulls data from Yahoo Finance and CoinGecko. Outputs are informational analysis, not investment advice, and the server does not place trades.

Installation

In SourceWeft

  1. Open Financekit Mcp in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Desktop only via STDIO. STDIO servers start a local process, so they need the SourceWeft desktop host.

Other MCP clients

Follow the launch instructions in the repository.

README

[PyPI version] [License: MIT] [Python 3.11+] [Glama MCP Server]

FinanceKit MCP

Financial Market Intelligence for AI Agents — real-time stock quotes, technical analysis, crypto data, and portfolio insights via the Model Context Protocol (MCP).

FinanceKit is an MCP server that gives Claude Code, Cursor, Windsurf, and any AI agent instant access to financial market data. No API keys required for stocks and crypto.

Try it now — no install needed: Open FinanceKit in the MCPize Playground — runs in your browser, free tier (100 calls/month)

Use Cases

Here are concrete examples of what you can ask your AI agent once FinanceKit is installed:

  • "Run full technical analysis on TSLA and tell me if it's a buy" — Get RSI, MACD, Bollinger Bands, ADX, Stochastic, and pattern detection with a plain-English signal summary
  • "Compare AAPL vs MSFT vs GOOGL performance over the last 6 months" — Side-by-side returns, volatility, Sharpe ratio, and max drawdown
  • "Analyze my portfolio: AAPL:50, NVDA:20, MSFT:30, AMZN:10" — Total value, sector allocation, concentration risk, and diversification score
  • "What are the trending cryptocurrencies right now? Any worth watching?" — Top trending coins from CoinGecko with price data and momentum
  • "Give me a market overview — how are the major indices doing?" — S&P 500, NASDAQ, Dow, VIX, and market sentiment in one call
  • "Is Bitcoin overbought? Show me RSI and Bollinger Band analysis" — Full technical analysis works on crypto too, not just stocks

Why FinanceKit?

FeatureFinanceKit MCPYahoo Finance APIAlpha VantageTradingView
Works with Claude Code / CursorYesNoNoNo
No API key neededYesYesNo (free tier)No
Technical analysis built-in10+ indicatorsRaw data onlyLimitedManual
Crypto + stocks in one toolYesStocks onlySeparate APIsManual
Portfolio analysisYesNoNoNo
MCP native (stdio + HTTP)YesREST onlyREST onlyWeb only
FreeYesYesRate limitedPaid

Tools (12)

Stocks

ToolDescription
stock_quoteCurrent price, change, volume, P/E, market cap
company_infoSector, financials, valuation metrics, description
multi_quoteBatch quotes for up to 10 tickers at once

Crypto

ToolDescription
crypto_pricePrice, market cap, 1h/24h/7d changes, ATH data
crypto_trendingTop 10 trending coins on CoinGecko
crypto_searchFind coins by name or symbol
crypto_top_coinsTop N coins ranked by market cap

Technical Analysis

ToolDescription
technical_analysisFull analysis: RSI, MACD, Bollinger Bands, SMA/EMA, ADX, Stochastic, ATR, OBV + pattern detection (Golden Cross, Death Cross, overbought/oversold) with plain-English signal summary
price_historyHistorical OHLCV data with summary statistics

Market Overview

ToolDescription
market_overviewMajor indices (S&P 500, NASDAQ, Dow), VIX, market sentiment

Portfolio & Comparison

ToolDescription
compare_assetsSide-by-side returns, volatility, Sharpe ratio, drawdown
portfolio_analysisTotal value, allocation weights, sector breakdown, concentration risk

Installation

⭐ Recommended: MCPize (hosted, no setup)

The fastest way to get started. No terminal, no config files, no Python setup — works in any MCP client:

👉 Install FinanceKit on MCPize — Free tier available (100 calls/month)

Or add to your MCP config directly:

json
{  "mcpServers": {    "financekit": {      "url": "https://financekit-mcp.mcpize.run/mcp"    }  }}

Why MCPize?

  • ✅ Zero setup — works immediately in Claude Desktop, Cursor, Windsurf, Claude Code
  • ✅ Always up-to-date — new features deployed automatically
  • ✅ Scales with you — upgrade to Pro ($29/mo) for 10,000 calls + priority + all premium tools
  • ✅ Reliable uptime — managed cloud infrastructure
  • ✅ Analytics — track how your agents use the tools

See pricing below for all tiers including Team, Business, and Enterprise.

💻 Advanced: Self-hosted (developers)

For those who prefer to run the server locally:

Claude Code CLI
bash
claude mcp add financekit -- uvx --from financekit-mcp financekit
Claude Desktop / Cursor / Windsurf (local)
json
{  "mcpServers": {    "financekit": {      "command": "uvx",      "args": ["--from", "financekit-mcp", "financekit"]    }  }}
From PyPI
bash
pip install financekit-mcpfinancekit
From source
bash
git clone https://github.com/vdalhambra/financekit-mcp.gitcd financekit-mcpuv syncuv run financekit
Smithery
bash
npx -y @smithery/cli install @vdalhambra/financekit --client claude

Note: Self-hosted = full feature access but you manage updates, uptime, and infrastructure. For most users, MCPize is the better choice.

Pricing

TierPriceCalls/monthIncludes
Free$01005 basic tools (quotes, company info, crypto price)
Hobby$9/mo2,500Most tools — no portfolio or market overview
Pro ⭐$29/mo10,000All 12 tools + priority + premium features
Team$79/mo50,000Pro + 5 seats + CSV export + email support
Business$179/mo200,000Team + webhooks + alerts + SLA
Enterprise$499/moUnlimitedBusiness + white-label + on-prem + dedicated support

Annual plans: Get 2 months free (pay for 10, use 12).

Bundle: Combine with SiteAudit MCP for $39/mo (Pro Combo — save 19%).

👉 View all pricing on MCPize

Data Sources

  • Stocks: Yahoo Finance (via yfinance) — free, no API key
  • Crypto: CoinGecko API (free tier, 10K calls/month)
  • Technical Indicators: Calculated locally using the ta library (RSI, MACD, Bollinger Bands, ADX, Stochastic, ATR, OBV)

All data is cached to minimize API calls: quotes (60s), historical data (1h), crypto (2min), company info (24h).

Examples

Technical Analysis Output

Symbol: AAPLCurrent Price: 260.48Indicators:  RSI(14): 55.65 — neutral  MACD: histogram positive — bullish momentum  Bollinger Bands: price within bands — normal  SMA(50): 260.84  ADX: 18.3 — weak/no trendPatterns:  Golden Cross: false  Overbought: false

Portfolio Analysis Output

Total Value: $45,230.50Positions: 3Concentration Risk: MODERATESector Breakdown:  Technology: 85.2%  Communication Services: 14.8%

Compatible AI Agents

FinanceKit works with any AI agent or IDE that supports the Model Context Protocol:

  • Claude Code (CLI) — claude mcp add
  • Claude Desktop — claude_desktop_config.json
  • Cursor — .cursor/mcp.json
  • Windsurf — MCP settings
  • Copilot — MCP configuration
  • Any MCP client — stdio or HTTP transport

Support this project

If FinanceKit is useful to you, please consider supporting ongoing development:

License

MIT

Source: README.md at commit 08da618

Tools

0
SourceWeft has not started this package in its sandbox yet, so its tools are not known.

Version history

1
  1. v1.2.0LatestSep 16, 2026

Score

50% 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 days25 pts

    Keep the endpoint answering the MCP handshake; SourceWeft probes it every 30 days.

  • Auth declared10 pts

    Declare the credential headers in the registry entry, or keep the endpoint answering the probe so its auth can be classified.

  • Tools listed15 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