Finbolt

com.getfinbolt由 getfinbolt.com 發布官方發布者v0.1.0更新於 Oct 27, 2026

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

已驗證Streamable HTTP可網頁執行金融資料與分析

概覽

AI 產生的概覽

Finbolt 是遠端 MCP 伺服器,讓助理取得股價、附申報引用的 SEC 財報資料、技術指標、新聞情緒、匯率、加密貨幣與總體經濟數據。

可以做什麼
  • 查詢股票代號,取得報價、日/週/月價格歷史與公司概覽
  • 讀取損益表、資產負債表、現金流量表、盈餘資料及單筆附引用的 SEC 數據
  • 計算 SMA、EMA、MACD、RSI、布林通道等技術指標
  • 取得新聞情緒、匯率、加密貨幣、大宗商品與美國總體經濟數據
  • 一次呼叫產生個股簡報,或對 2 至 6 檔股票做並列比較
  • 搜尋並呼叫全部 113 個資料工具,並使用內建分析提示範本
適用情境
適合助理回答公司與市場問題:某檔股票表現如何、兩家公司如何比較、股價為何波動、財報寫了什麼,且數字可追溯至 SEC 申報文件。較適合個人非商業研究,而非交易或投資建議。
執行需求
遠端 streamable HTTP 端點,無需本機安裝。需要 Finbolt API 金鑰,以 bearer 權杖放在 Authorization 標頭中,透過電子郵件註冊取得。提供免費試用方案,Pro 為付費月訂閱並可加購額度。
安裝前請注意
金鑰屬敏感資訊,透過 Authorization 標頭傳送。用量依額度與每日速率限制計費,Pro 功能與加購需付費。市場資料工具僅限個人非商業研究使用,輸出僅供研究與教育,不構成投資建議。註冊會將使用者電子郵件傳送給服務商。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Finbolt,將其新增到工作區。
  2. 連接 Authorization token 憑證。它們會被私密儲存,絕不會在公開頁面上展示。
  3. 為需要使用其工具的對話啟用該服務。

Web executable,透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式,或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南,先向你展示發布者、端點和登入方式,經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/com.getfinbolt%2Ffinbolt/install.md,並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前,先告訴我它的發布者、端點和登入方式,等我確認。不要把 API 金鑰寫進命令或我會提交的檔案;問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。

{
  "mcpServers": {
    "finbolt": {
      "type": "http",
      "url": "https://api.getfinbolt.com/mcp",
      "headers": {
        "Authorization": "Bearer <YOUR_TOKEN>"
      }
    }
  }
}

工具

23

fetch_time_series_daily

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

輸入參數symbol必填datatypeend_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.

輸入參數symbol必填datatypeend_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.

輸入參數symbol必填datatypeend_datestart_datemax_data_points

search_endpoint

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

輸入參數keywords必填

fetch_quote

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

輸入參數symbol必填

fetch_news_sentiment

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

輸入參數sortlimittopicstickers必填time_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.

輸入參數symbol必填

fetch_income_statement

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

輸入參數symbol必填

fetch_balance_sheet

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

輸入參數symbol必填

fetch_cash_flow

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

輸入參數symbol必填

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.

輸入參數symbol必填

fetch_exchange_rate

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

輸入參數to_currency必填from_currency必填

fetch_sma

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

輸入參數symbol必填datatypeend_dateinterval必填start_dateseries_typetime_period必填max_data_points

fetch_ema

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

輸入參數symbol必填datatypeend_dateinterval必填start_dateseries_typetime_period必填max_data_points

fetch_macd

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

輸入參數symbol必填datatypeend_dateinterval必填fastperiodslowperiodstart_dateseries_typesignalperiodmax_data_points

fetch_rsi

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

輸入參數symbol必填datatypeend_dateinterval必填start_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).

輸入參數symbol必填nbdevdnnbdevupdatatypeend_dateinterval必填start_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.

輸入參數symbol必填

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.

輸入參數symbols必填

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.

輸入參數as_ofperiodcompany必填concept必填

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).

輸入參數as_oflimitcompany必填statementperiod_type

find_tool

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

輸入參數query必填

run_tool

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

輸入參數name必填arguments

版本歷史

1
  1. v0.1.0最新Oct 26, 2026

評分

已滿足適用檢查項的 83%

該評分衡量此收錄條目的完整程度,依據註冊中心條目、端點與公開來源計算得出。它不是對伺服器本身的評價,也不表示伺服器安全或目前可用:可連通性是帶日期的檢查結果,評分也不包含安裝量或使用者評價。

  • 近 30 天內可連通必需25 分
  • 已宣告認證方式必需10 分
  • 已列出工具必需15 分
  • 描述必需15 分
  • 圖示10 分
  • 文件15 分

    請宣告包含 README 的 GitHub 儲存庫,或在 OAuth 受保護資源後設資料中提供 resource_documentation。

  • 授權條款不適用

    託管服務按其提供方的條款使用,因此這裡不要求授權條款。此檢查項不計入百分比。